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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 12,550 | $388.3K | 0.00% | −39,929−76.1% | Reduced |
| AlTi Global, Inc. | 12,500 | $388.4K | 0.01% | +12,500 | New |
| Quartz Partners, LLC | 12,933 | $400.1K | 0.15% | +12,933 | New |
| Jain Global LLC | 12,975 | $401.4K | 0.00% | +12,975 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,997 | $402.1K | 0.00% | +12,997 | New |
| Metis Global Partners, LLC | 13,098 | $405.3K | 0.01% | +13,098 | New |
| Warren Averett Asset Management, LLC | 13,212 | $408.8K | 0.00% | +13,212 | New |
| Quantbot Technologies LP | 14,265 | $441.4K | 0.01% | −39,364−73.4% | Reduced |
| Castleview Partners, LLC | 14,449 | $447.1K | 0.22% | −280−1.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 14,525 | $449.4K | 0.00% | +24+0.2% | Added |
| Onyx Bridge Wealth Group LLC | 14,983 | $463.7K | 0.05% | +14,983 | New |
| Valued Wealth Advisors LLC | 16,588 | $514.5K | 0.23% | +16,588 | New |
| J.W. Cole Advisors, Inc. | 32,849 | $521.8K | 0.01% | +32,849 | New |
| EntryPoint Capital, LLC | 16,972 | $525.1K | 0.20% | +16,972 | New |
| Quantinno Capital Management LP | 17,091 | $528.8K | 0.00% | +10,860+174.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,501 | $541.5K | 0.00% | +17,501 | New |
| Two Sigma Investments, LP | 17,928 | $554.7K | 0.00% | −43,539−70.8% | Reduced |
| Manufacturers Life Insurance Company, The | 18,269 | $565.2K | 0.00% | +5,901+47.7% | Added |
| Allstate Corp | 18,766 | $580.6K | 0.01% | +18,766 | New |
| State of Wisconsin Investment Board | 18,967 | $586.8K | 0.00% | −1,716−8.3% | Reduced |
| MetLife Investment Management | 19,944 | $617.1K | 0.00% | +671+3.5% | Added |
| AlphaCentric Advisors LLC | 20,000 | $618.8K | 0.62% | +20,000 | New |
| Crossingbridge Advisors, LLC | 20,000 | $630.4K | 0.18% | +15,000+300.0% | Added |
| TrueWealth Advisors, LLC | 20,737 | $641.6K | 0.17% | +20,737 | New |
| Stifel Financial Corp | 21,254 | $657.6K | 0.00% | +2,059+10.7% | Added |
| Etesian Wealth Advisors, Inc. | 21,673 | $670.6K | 0.21% | +21,673 | New |
| Krilogy Financial LLC | 21,256 | $672.3K | 0.02% | −347−1.6% | Reduced |
| Apollon Wealth Management, LLC | 22,142 | $685.1K | 0.01% | +22,142 | New |
| Allspring Global Investments Holdings, LLC | 22,383 | $688.5K | 0.00% | −524,982−95.9% | Reduced |
| Invesco Ltd. | 22,940 | $709.8K | 0.00% | +1,956+9.3% | Added |
| Resona Asset Management Co.,Ltd. | 23,343 | $728.8K | 0.00% | +9,740+71.6% | Added |
| Jacobs Levy Equity Management, Inc | 24,065 | $744.6K | 0.00% | +24,065 | New |
| Farther Finance Advisors, LLC | 24,179 | $748.1K | 0.01% | +24,164+161,093.3% | Added |
| Paradigm Financial Partners, LLC | 24,606 | $761.3K | 0.08% | +17,041+225.3% | Added |
| UBS Asset Management Americas Inc | 24,984 | $773.0K | 0.00% | −6,116−19.7% | Reduced |
| Sound Income Strategies, LLC | 23,294 | $783.6K | 0.04% | −6,115−20.8% | Reduced |
| Engineers Gate Manager LP | 26,570 | $822.1K | 0.01% | +26,570 | New |
| State of Alaska, Department of Revenue | 29,441 | $909.0K | 0.01% | +14,297+94.4% | Added |
| California State Teachers Retirement System | 29,679 | $918.3K | 0.00% | +154+0.5% | Added |
| Legal & General Group Plc | 29,907 | $925.3K | 0.00% | −70−0.2% | Reduced |
| Omers Administration Corp | 30,000 | $928.2K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 30,486 | $943.0K | 0.00% | +26,934+758.3% | Added |
| Alliancebernstein L.P. | 32,716 | $1.01M | 0.00% | +3,916+13.6% | Added |
| XTX Topco Ltd | 34,222 | $1.06M | 0.03% | +34,222 | New |
| Blue Sky Capital Consultants Group, Inc. | 34,378 | $1.06M | 0.46% | +34,378 | New |
| Lykos Global Management, LP | 35,000 | $1.08M | 0.77% | +35,000 | New |
| Storebrand Asset Management AS | 36,479 | $1.13M | 0.00% | +36,479 | New |
| Thrivent Financial for Lutherans | 37,575 | $1.16M | 0.00% | +37,575 | New |
| Rhumbline Advisers | 37,981 | $1.18M | 0.00% | −5,739−13.1% | Reduced |
| Arkadios Wealth Advisors | 40,695 | $1.26M | 0.02% | +40,695 | New |
| Beacon Capital Management, LLC | 40,981 | $1.27M | 0.20% | +40,981 | New |
| Advisor Group Holdings, Inc. | 41,151 | $1.27M | 0.00% | +39,622+2,591.4% | Added |
| Captrust Financial Advisors | 41,511 | $1.28M | 0.00% | +35,981+650.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43,442 | $1.34M | 0.00% | +20,436+88.8% | Added |
| MML Investors Services, LLC | 46,910 | $1.45M | 0.00% | +29,986+177.2% | Added |
| Barclays PLC | 48,626 | $1.50M | 0.00% | −11,617−19.3% | Reduced |
| Citigroup Inc | 49,812 | $1.54M | 0.00% | +47,463+2,020.6% | Added |
| Advisory Services Network, LLC | 49,864 | $1.54M | 0.02% | +49,864 | New |
| AE Wealth Management LLC | 51,925 | $1.61M | 0.01% | +51,925 | New |
| Royal Bank of Canada | 52,997 | $1.64M | 0.00% | +8,233+18.4% | Added |
| Squarepoint Ops LLC | 55,850 | $1.73M | 0.00% | +55,850 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 57,419 | $1.78M | 0.00% | +23,145+67.5% | Added |
| PFG Investments, LLC | 57,931 | $1.79M | 0.08% | +57,931 | New |
| Swiss National Bank | 61,300 | $1.90M | 0.00% | +1,100+1.8% | Added |
| Sequent Planning LLC | 65,049 | $2.01M | 0.51% | +40,308+162.9% | Added |
| Wells Fargo & Company | 66,600 | $2.06M | 0.00% | +40,362+153.8% | Added |
| Public Employees Retirement System of Ohio | 67,392 | $2.09M | 0.01% | +67,392 | New |
| Premier Private Wealth Management LLC | 74,593 | $2.33M | 2.42% | +74,593 | New |
| Asset Management One Co.,Ltd. | 76,778 | $2.40M | 0.01% | +33,158+76.0% | Added |
| Nomura Asset Management Co Ltd | 82,620 | $2.56M | 0.01% | +37,600+83.5% | Added |
| Man Group plc | 87,054 | $2.69M | 0.01% | +87,054 | New |
| Raymond James Financial Inc | 94,167 | $2.91M | 0.00% | +10,957+13.2% | Added |
| RSM US Wealth Management LLC | 93,730 | $2.94M | 0.04% | +93,730 | New |
| Franklin Resources Inc | 95,964 | $2.97M | 0.00% | +39,807+70.9% | Added |
| Ghisallo Capital Management LLC | 100,000 | $3.09M | 0.14% | −200,000−66.7% | Reduced |
| Envestnet Asset Management Inc | 102,274 | $3.16M | 0.00% | −4,025−3.8% | Reduced |
| STRS Ohio | 103,500 | $3.20M | 0.01% | +2,600+2.6% | Added |
| Walleye Capital LLC | 105,000 | $3.25M | 0.02% | −75,356−41.8% | Reduced |
| 1832 Asset Management L.P. | 105,060 | $3.25M | 0.00% | −76,200−42.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 108,273 | $3.35M | 0.09% | +30,158+38.6% | Added |
| Merit Financial Group, LLC | 114,992 | $3.56M | 0.03% | +114,992 | New |
| GSI Capital Advisors LLC | 124,919 | $3.86M | 2.16% | −72,533−36.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 131,123 | $4.06M | 0.01% | +124,474+1,872.1% | Added |
| Morgan Stanley | 135,040 | $4.18M | 0.00% | +22,831+20.3% | Added |
| Commonwealth Equity Services, LLC | 135,609 | $4.20M | 0.01% | +135,609 | New |
| Susquehanna Portfolio Strategies, LLC | 137,584 | $4.26M | 0.07% | +137,584 | New |
| Prime Capital Investment Advisors, LLC | 144,312 | $4.47M | 0.05% | +144,312 | New |
| Bank of America Corp | 145,107 | $4.49M | 0.00% | −66,894−31.6% | Reduced |
| Freestone Grove Partners LP | 148,332 | $4.59M | 0.03% | −20,341−12.1% | Reduced |
| Peregrine Capital Management LLC | 157,181 | $4.86M | 0.15% | +7,926+5.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 159,563 | $4.94M | 0.05% | +65,967+70.5% | Added |
| SEI Investments Co | 166,947 | $5.17M | 0.01% | +33,650+25.2% | Added |
| Centaurus Financial, Inc. | 167,208 | $5.17M | 0.24% | +163,388+4,277.2% | Added |
| Polymer Capital Management (US) LLC | 171,140 | $5.30M | 0.68% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 172,946 | $5.35M | 0.00% | +78,324+82.8% | Added |
| Kestra Advisory Services, LLC | 182,694 | $5.65M | 0.02% | +164,762+918.8% | Added |
| Clearbridge Investments, LLC | 184,000 | $5.69M | 0.00% | −14,977−7.5% | Reduced |
| Picton Mahoney Asset Management | 187,349 | $5.80M | 0.06% | +5,208+2.9% | Added |
| UBS Group AG | 193,725 | $5.99M | 0.00% | −66,062−25.4% | Reduced |
| Lighthouse Investment Partners, LLC | 200,000 | $6.19M | 0.21% | +136,000+212.5% | Added |