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SmartStop Self Storage REIT, Inc.

SMA
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001585389

In the last 90 days, SmartStop Self Storage REIT, Inc. insiders filed 0 open-market purchases and 4 sales; 261 institutions reported holding it in 13F filings for Q2 2026, worth $1.67B in total; no superinvestor holds it.

Q4 2025 vs. Q3 2025

How the institutions holding SmartStop Self Storage REIT, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of SMA: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders1623240+81
Shares37.9M219.6K46.4M+8.74M (+23.2%)
Value$1.42B$8.19M$1.44B+$19.0M (+1.3%)

3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (100)

Institutions that held SmartStop Self Storage REIT, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to SMA in Q4 2025
InstitutionSharesValue% of portfolio
BNP PARIBAS ASSET MANAGEMENT Holding S.A.522,760$16.2M0.02%
Northwood Liquid Management LP505,613$15.6M0.98%
APG Asset Management US Inc.293,366$9.08M0.07%
Hudson Bay Capital Management LP225,751$6.98M0.04%
Prime Capital Investment Advisors, LLC144,312$4.47M0.05%
Susquehanna Portfolio Strategies, LLC137,584$4.26M0.07%
Commonwealth Equity Services, LLC135,609$4.20M0.01%
Merit Financial Group, LLC114,992$3.56M0.03%
RSM US Wealth Management LLC93,730$2.94M0.04%
Man Group plc87,054$2.69M0.01%
Premier Private Wealth Management LLC74,593$2.33M2.42%
Public Employees Retirement System of Ohio67,392$2.09M0.01%
PFG Investments, LLC57,931$1.79M0.08%
Squarepoint Ops LLC55,850$1.73M0.00%
AE Wealth Management LLC51,925$1.61M0.01%
Advisory Services Network, LLC49,864$1.54M0.02%
Beacon Capital Management, LLC40,981$1.27M0.20%
Arkadios Wealth Advisors40,695$1.26M0.02%
Thrivent Financial for Lutherans37,575$1.16M0.00%
Storebrand Asset Management AS36,479$1.13M0.00%
Lykos Global Management, LP35,000$1.08M0.77%
Blue Sky Capital Consultants Group, Inc.34,378$1.06M0.46%
XTX Topco Ltd34,222$1.06M0.03%
Engineers Gate Manager LP26,570$822.1K0.01%
Jacobs Levy Equity Management, Inc24,065$744.6K0.00%
Apollon Wealth Management, LLC22,142$685.1K0.01%
Etesian Wealth Advisors, Inc.21,673$670.6K0.21%
TrueWealth Advisors, LLC20,737$641.6K0.17%
AlphaCentric Advisors LLC20,000$618.8K0.62%
Allstate Corp18,766$580.6K0.01%
Wiley Bros.-Aintree Capital, LLC17,501$541.5K0.00%
EntryPoint Capital, LLC16,972$525.1K0.20%
J.W. Cole Advisors, Inc.32,849$521.8K0.01%
Valued Wealth Advisors LLC16,588$514.5K0.23%
Onyx Bridge Wealth Group LLC14,983$463.7K0.05%
Warren Averett Asset Management, LLC13,212$408.8K0.00%
Metis Global Partners, LLC13,098$405.3K0.01%
Sumitomo Mitsui DS Asset Management Company, Ltd12,997$402.1K0.00%
Jain Global LLC12,975$401.4K0.00%
Quartz Partners, LLC12,933$400.1K0.15%
AlTi Global, Inc.12,500$388.4K0.01%
OneAscent Wealth Management LLC12,548$388.2K0.13%
Kovack Advisors, Inc.12,498$386.7K0.02%
Brinker Capital Investments, LLC12,086$373.9K0.00%
Creative Planning11,941$369.5K0.00%
Entropy Technologies, LP11,749$363.5K0.02%
Prostatis Group LLC11,671$361.1K0.09%
Wealth Management Strategies, Inc.11,604$359.0K0.17%
Adapt Wealth Advisors, LLC11,392$352.5K0.12%
Integrated Wealthcare, LLC10,494$324.7K0.27%
BridgePort Financial Solutions, LLC9,990$309.1K0.08%
SG Americas Securities, LLC9,862$305.0K0.00%
Park Avenue Securities LLC9,522$295.0K0.00%
Raleigh Capital Management Inc.9,267$286.7K0.10%
Capital Advisors Inc9,076$280.8K0.00%
PharVision Advisers, LLC8,848$273.8K0.14%
Colony Group, LLC8,306$272.9K0.00%
Sequoia Financial Advisors, LLC8,372$259.0K0.00%
RFG Advisory, LLC8,186$253.3K0.00%
CX Institutional8,153$252.0K0.01%
State of Wyoming8,045$248.9K0.03%
Werba Rubin Papier Wealth Management8,002$247.6K0.07%
Mariner, LLC7,689$237.9K0.00%
Advisors Capital Management, LLC7,247$224.2K0.00%
M&T Bank Corp7,193$222.6K0.00%
First Trust Advisors LP7,003$216.7K0.00%
CI Private Wealth, LLC6,991$216.3K0.00%
Balboa Wealth Partners6,746$208.7K0.03%
Augustine Asset Management Inc6,512$201.5K0.04%
Triumph Capital Management5,485$169.7K0.04%
Signature Equity Partners, LLC5,193$160.7K0.09%
South State Corp.3,750$116.0K0.01%
Steward Partners Investment Advisory, LLC3,632$112.4K0.00%
GWM Advisors LLC2,643$81.8K0.00%
Silicon Valley Capital Partners2,278$70.5K0.01%
International Assets Investment Management, LLC2,180$67.4K0.00%
Newbridge Financial Services Group, Inc.2,095$64.8K0.01%
SageView Advisory Group, LLC1,960$60.6K0.00%
Bartlett & Co. Wealth Management LLC1,875$58.3K0.00%
Bogart Wealth, LLC1,600$49.5K0.00%
United Financial Planning Group LLC1,337$41.4K0.03%
Canton Hathaway, LLC1,250$38.7K0.01%
Imprint Wealth LLC1,250$38.7K0.18%
CoreCap Advisors, LLC1,209$37.4K0.00%
MAI Capital Management1,178$36.4K0.00%
Strategic Advocates LLC1,049$32.9K0.01%
CIBC Private Wealth Group, LLC1,017$31.5K0.00%
Assetmark, Inc1,014$31.4K0.00%
Anchor Investment Management, LLC1,000$30.9K0.00%
Northwestern Mutual Wealth Management Co886$27.4K0.00%
Beacon Capital Management, Inc.832$25.7K0.00%
Creative Financial Designs Inc819$25.3K0.00%
Prosperity Bancshares Inc629$19.5K0.02%
Frazier Financial Advisors, LLC404$12.5K0.01%
Aster Capital Management (DIFC) Ltd400$12.4K0.01%
Annis Gardner Whiting Capital Advisors, LLC346$10.8K0.00%
Los Angeles Capital Management LLC214$7.49K0.00%
Clearstead Advisors, LLC185$5.72K0.00%
DiNuzzo Private Wealth, Inc.179$5.54K0.00%
Sunbelt Securities, Inc.100$3.09K0.00%

Sold out (19)

Institutions that held SmartStop Self Storage REIT, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of SMA in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Gillson Capital LP413,127$15.6M
Point72 Asset Management, L.P.409,642$15.4M
Bamco Inc185,572$6.98M
Colony Capital, Inc.68,400$2.24M
Renaissance Technologies LLC40,580$1.53M
Jane Street Group, LLC33,746$1.27M
Citadel Advisors LLC22,033$829.3K
Capstone Investment Advisors, LLC15,867$597.2K
Ieq Capital, LLC11,763$442.8K
Prelude Capital Management, LLC9,600$361.3K
ProShare Advisors LLC5,338$200.9K
Caitong International Asset Management Co., Ltd494$18.6K
Cheviot Value Management, LLC497$18.5K
TD Private Client Wealth LLC91$3.42K
United Community Bank1,525$1.54K
Massmutual Trust Co FSB40$1.51K
Fortitude Family Office, LLC14$527
Principal Securities, Inc.10$376
Summit Wealth Group LLC2,314–

Not filed for Q4 2025 yet (3)

Institutions that held SmartStop Self Storage REIT, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMA in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
AXA Investment Managers S.A.197,901$7.45M
Fullcircle Wealth LLC21,537$735.7K
Point72 Europe (London) LLP206$7.76K