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.
13F holders, Q4 2025
Institutional positions in SmartStop Self Storage REIT, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 240
- +81 vs. Q3 2025
- Shares held
- 46.4M
- +8.74M (+23.2%) vs. Q3 2025
- Total value
- $1.44B
- +$19.0M (+1.3%) vs. Q3 2025
- New holders
- 100
- 79 more added
- Sold out
- 19
- 51 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SMA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 261 | $1.67B |
| Q1 2026 | 256 | $1.53B |
| Q4 2025 | 240 | $1.44B |
| Q3 2025 | 162 | $1.42B |
| Q2 2025 | 124 | $1.38B |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 1 | $76.0K |
| Q3 2023 | 1 | $76.0K |
| Q2 2023 | 1 | $76.0K |
| Q1 2023 | 3 | $303.9K |
| Q4 2022 | 2 | $321.8K |
| Q3 2022 | 3 | $344.0K |
| Q2 2022 | 3 | $376.0K |
| Q1 2022 | 4 | $674.0K |
| Q4 2021 | 5 | $3.79M |
| Q3 2021 | 4 | $3.01M |
| Q2 2021 | 3 | $1.11M |
| Q1 2021 | 3 | $2.35M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding SmartStop Self Storage REIT, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 5 | $155 | 0.00% | −120−96.0% | Reduced |
| Rothschild Investment LLC | 7 | $217 | 0.00% | −3−30.0% | Reduced |
| True Wealth Design, LLC | 7 | $217 | 0.00% | −1−12.5% | Reduced |
| The PNC Financial Services Group, Inc. | 13 | $402 | 0.00% | −104−88.9% | Reduced |
| Essential Partners LLC | 17 | $526 | 0.00% | −58−77.3% | Reduced |
| National Bank of Canada | 29 | $896 | 0.00% | −176−85.9% | Reduced |
| WPG Advisers, LLC | 30 | $928 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 91 | $2.82K | 0.00% | +84+1,200.0% | Added |
| Sunbelt Securities, Inc. | 100 | $3.09K | 0.00% | +100 | New |
| Private Trust Co NA | 124 | $3.84K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 179 | $5.54K | 0.00% | +179 | New |
| Clearstead Advisors, LLC | 185 | $5.72K | 0.00% | +185 | New |
| Los Angeles Capital Management LLC | 214 | $7.49K | 0.00% | +214 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 346 | $10.8K | 0.00% | +346 | New |
| Global Retirement Partners, LLC | 372 | $11.5K | 0.00% | +313+530.5% | Added |
| Aster Capital Management (DIFC) Ltd | 400 | $12.4K | 0.01% | +400 | New |
| Frazier Financial Advisors, LLC | 404 | $12.5K | 0.01% | +404 | New |
| Versant Capital Management, Inc | 405 | $12.5K | 0.00% | +355+710.0% | Added |
| GF Fund Management Co. Ltd. | 514 | $15.9K | 0.00% | −10−1.9% | Reduced |
| Quarry LP | 596 | $18.4K | 0.00% | +185+45.0% | Added |
| Prosperity Bancshares Inc | 629 | $19.5K | 0.02% | +629 | New |
| Creative Financial Designs Inc | 819 | $25.3K | 0.00% | +819 | New |
| Beacon Capital Management, Inc. | 832 | $25.7K | 0.00% | +832 | New |
| Northwestern Mutual Wealth Management Co | 886 | $27.4K | 0.00% | +886 | New |
| Mirae Asset Global Investments Co., Ltd. | 908 | $28.1K | 0.00% | +227+33.3% | Added |
| Amalgamated Bank | 981 | $30.0K | 0.00% | +14+1.4% | Added |
| Anchor Investment Management, LLC | 1,000 | $30.9K | 0.00% | +1,000 | New |
| Assetmark, Inc | 1,014 | $31.4K | 0.00% | +1,014 | New |
| CIBC Private Wealth Group, LLC | 1,017 | $31.5K | 0.00% | +1,017 | New |
| Strategic Advocates LLC | 1,049 | $32.9K | 0.01% | +1,049 | New |
| Avalon Trust Co | 1,100 | $34.0K | 0.00% | +43+4.1% | Added |
| MAI Capital Management | 1,178 | $36.4K | 0.00% | +1,178 | New |
| CoreCap Advisors, LLC | 1,209 | $37.4K | 0.00% | +1,209 | New |
| Canton Hathaway, LLC | 1,250 | $38.7K | 0.01% | +1,250 | New |
| Imprint Wealth LLC | 1,250 | $38.7K | 0.18% | +1,250 | New |
| United Financial Planning Group LLC | 1,337 | $41.4K | 0.03% | +1,337 | New |
| SRS Capital Advisors, Inc. | 1,439 | $44.5K | 0.00% | +640+80.1% | Added |
| Allworth Financial LP | 1,484 | $45.9K | 0.00% | +1,462+6,645.5% | Added |
| FMR LLC | 1,510 | $46.7K | 0.00% | +1,446+2,259.4% | Added |
| Bogart Wealth, LLC | 1,600 | $49.5K | 0.00% | +1,600 | New |
| Sterling Capital Management LLC | 1,798 | $55.6K | 0.00% | −364−16.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,875 | $58.3K | 0.00% | +1,875 | New |
| SageView Advisory Group, LLC | 1,960 | $60.6K | 0.00% | +1,960 | New |
| Tower Research Capital LLC (TRC) | 2,030 | $62.8K | 0.00% | −404−16.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,095 | $64.8K | 0.01% | +2,095 | New |
| International Assets Investment Management, LLC | 2,180 | $67.4K | 0.00% | +2,180 | New |
| Silicon Valley Capital Partners | 2,278 | $70.5K | 0.01% | +2,278 | New |
| Ameritas Investment Partners, Inc. | 2,608 | $80.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,643 | $81.8K | 0.00% | +2,643 | New |
| Nisa Investment Advisors, LLC | 3,324 | $103.5K | 0.00% | −728−18.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,632 | $112.4K | 0.00% | +3,632 | New |
| South State Corp. | 3,750 | $116.0K | 0.01% | +3,750 | New |
| IFP Advisors, Inc | 3,753 | $116.1K | 0.00% | +3,720+11,272.7% | Added |
| Jones Financial Companies LLLP | 5,059 | $156.5K | 0.00% | +5,026+15,230.3% | Added |
| Signature Equity Partners, LLC | 5,193 | $160.7K | 0.09% | +5,193 | New |
| Triumph Capital Management | 5,485 | $169.7K | 0.04% | +5,485 | New |
| Augustine Asset Management Inc | 6,512 | $201.5K | 0.04% | +6,512 | New |
| KLP Kapitalforvaltning AS | 6,500 | $201.9K | 0.00% | 00.0% | Unchanged |
| Balboa Wealth Partners | 6,746 | $208.7K | 0.03% | +6,746 | New |
| CI Private Wealth, LLC | 6,991 | $216.3K | 0.00% | +6,991 | New |
| First Trust Advisors LP | 7,003 | $216.7K | 0.00% | +7,003 | New |
| Rossby Financial, LCC | 7,186 | $222.3K | 0.07% | +497+7.4% | Added |
| M&T Bank Corp | 7,193 | $222.6K | 0.00% | +7,193 | New |
| Silver Oak Securities, Inc | 7,119 | $223.4K | 0.02% | +2,680+60.4% | Added |
| Advisors Capital Management, LLC | 7,247 | $224.2K | 0.00% | +7,247 | New |
| Mariner, LLC | 7,689 | $237.9K | 0.00% | +7,689 | New |
| BNP Paribas Arbitrage, SA | 7,787 | $240.9K | 0.00% | +1,305+20.1% | Added |
| Werba Rubin Papier Wealth Management | 8,002 | $247.6K | 0.07% | +8,002 | New |
| State of Wyoming | 8,045 | $248.9K | 0.03% | +8,045 | New |
| CX Institutional | 8,153 | $252.0K | 0.01% | +8,153 | New |
| RFG Advisory, LLC | 8,186 | $253.3K | 0.00% | +8,186 | New |
| Cresset Asset Management, LLC | 8,294 | $257.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 8,334 | $257.9K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 8,372 | $259.0K | 0.00% | +8,372 | New |
| Arizona State Retirement System | 8,597 | $266.0K | 0.00% | −568−6.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,380 | $267.2K | 0.00% | +2,792+50.0% | Added |
| Cerity Partners LLC | 8,647 | $267.5K | 0.00% | −4,436−33.9% | Reduced |
| US Bancorp | 8,808 | $272.5K | 0.00% | −20.0% | Reduced |
| Colony Group, LLC | 8,306 | $272.9K | 0.00% | +8,306 | New |
| PharVision Advisers, LLC | 8,848 | $273.8K | 0.14% | +8,848 | New |
| New York State Common Retirement Fund | 9,000 | $278.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors Inc | 9,076 | $280.8K | 0.00% | +9,076 | New |
| Raleigh Capital Management Inc. | 9,267 | $286.7K | 0.10% | +9,267 | New |
| Park Avenue Securities LLC | 9,522 | $295.0K | 0.00% | +9,522 | New |
| SG Americas Securities, LLC | 9,862 | $305.0K | 0.00% | +9,862 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,900 | $306.3K | 0.00% | +3,000+43.5% | Added |
| BridgePort Financial Solutions, LLC | 9,990 | $309.1K | 0.08% | +9,990 | New |
| Northwest & Ethical Investments L.P. | 9,875 | $309.9K | 0.01% | −1,075−9.8% | Reduced |
| Integrated Wealthcare, LLC | 10,494 | $324.7K | 0.27% | +10,494 | New |
| Capital Square, LLC | 11,157 | $345.2K | 0.18% | −3,798−25.4% | Reduced |
| Intech Investment Management LLC | 11,275 | $348.8K | 0.00% | +2,158+23.7% | Added |
| Adapt Wealth Advisors, LLC | 11,392 | $352.5K | 0.12% | +11,392 | New |
| Voloridge Investment Management, LLC | 11,473 | $355.0K | 0.00% | −1,883−14.1% | Reduced |
| Wealth Management Strategies, Inc. | 11,604 | $359.0K | 0.17% | +11,604 | New |
| Prostatis Group LLC | 11,671 | $361.1K | 0.09% | +11,671 | New |
| Entropy Technologies, LP | 11,749 | $363.5K | 0.02% | +11,749 | New |
| Creative Planning | 11,941 | $369.5K | 0.00% | +11,941 | New |
| Brinker Capital Investments, LLC | 12,086 | $373.9K | 0.00% | +12,086 | New |
| Kovack Advisors, Inc. | 12,498 | $386.7K | 0.02% | +12,498 | New |
| OneAscent Wealth Management LLC | 12,548 | $388.2K | 0.13% | +12,548 | New |