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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.

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.

Institutional holdersQ4 2025: 240 institutions
Q1 2021: 3 institutionsQ2 2021: 3 institutionsQ3 2021: 4 institutionsQ4 2021: 5 institutionsQ1 2022: 4 institutionsQ2 2022: 3 institutionsQ3 2022: 3 institutionsQ4 2022: 2 institutionsQ1 2023: 3 institutionsQ2 2023: 1 institutionQ3 2023: 1 institutionQ4 2023: 1 institutionQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 124 institutionsQ3 2025: 162 institutionsQ4 2025: 240 institutionsQ1 2026: 256 institutionsQ2 2026: 261 institutions
Value heldQ4 2025: $1.44B
Q1 2021: $2.35MQ2 2021: $1.11MQ3 2021: $3.01MQ4 2021: $3.79MQ1 2022: $674.0KQ2 2022: $376.0KQ3 2022: $344.0KQ4 2022: $321.8KQ1 2023: $303.9KQ2 2023: $76.0KQ3 2023: $76.0KQ4 2023: $76.0KQ1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $1.38BQ3 2025: $1.42BQ4 2025: $1.44BQ1 2026: $1.53BQ2 2026: $1.67B
Institutions holding SMA and their total value by quarter
QuarterHoldersValue
Q2 2026261$1.67B
Q1 2026256$1.53B
Q4 2025240$1.44B
Q3 2025162$1.42B
Q2 2025124$1.38B
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20231$76.0K
Q3 20231$76.0K
Q2 20231$76.0K
Q1 20233$303.9K
Q4 20222$321.8K
Q3 20223$344.0K
Q2 20223$376.0K
Q1 20224$674.0K
Q4 20215$3.79M
Q3 20214$3.01M
Q2 20213$1.11M
Q1 20213$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.

Institutions holding SMA in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ci Investments Inc.205,173$6.35M0.03%+45,173+28.2%Added
Chilton Capital Management LLC212,039$6.59M0.23%+4,064+2.0%Added
Hudson Bay Capital Management LP225,751$6.98M0.04%+225,751New
Burkehill Global Management, LP250,000$7.74M0.51%00.0%Unchanged
LPL Financial LLC261,492$8.09M0.00%+240,008+1,117.1%Added
Millennium Management LLC283,842$8.78M0.01%−15,113−5.1%Reduced
Daiwa Securities Group Inc.288,469$8.93M0.03%−57,162−16.5%Reduced
APG Asset Management US Inc.293,366$9.08M0.07%+293,366New
Northern Trust Corp313,370$9.70M0.00%+43,314+16.0%Added
Brookfield Asset Management Inc.318,738$9.86M0.01%+144,544+83.0%Added
Independent Financial Group, LLC361,586$11.2M0.25%+148,626+69.8%Added
Cbre Clarion Securities LLC371,785$11.5M0.17%+136,382+57.9%Added
Janus Henderson Group PLC412,118$12.8M0.01%+49,822+13.8%Added
JPMorgan Chase & Co423,659$13.1M0.00%+134,397+46.5%Added
Schroder Investment Management Group424,655$13.3M0.01%−5,820−1.4%Reduced
T. Rowe Price Investment Management, Inc.445,431$13.8M0.01%−41,363−8.5%Reduced
Cetera Investment Advisers447,115$13.8M0.02%+299,923+203.8%Added
Schonfeld Strategic Advisors LLC505,202$15.6M0.08%−451,691−47.2%Reduced
Northwood Liquid Management LP505,613$15.6M0.98%+505,613New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.522,760$16.2M0.02%+522,760New
Nuveen, LLC543,119$16.8M0.00%+335,109+161.1%Added
Zimmer Partners, LP631,500$19.5M0.51%−221,165−25.9%Reduced
American Century Companies Inc645,699$20.0M0.01%−85,564−11.7%Reduced
Silvercrest Asset Management Group LLC785,649$24.3M0.17%−124,837−13.7%Reduced
Charles Schwab Investment Management Inc786,607$24.3M0.00%+331,725+72.9%Added
Massachusetts Financial Services Co794,289$24.6M0.01%−28,411−3.5%Reduced
Goldman Sachs Group Inc795,696$24.6M0.00%+178,736+29.0%Added
Russell Investments Group, Ltd.836,263$25.9M0.03%−58,358−6.5%Reduced
Standard Life Aberdeen plc966,936$29.9M0.05%+149,391+18.3%Added
Geode Capital Management, LLC1,006,552$31.1M0.00%+293,605+41.2%Added
Duff & Phelps Investment Management Co1,099,700$34.0M0.39%+140,153+14.6%Added
State Street Corp1,146,404$35.6M0.00%+487,811+74.1%Added
Goldentree Asset Management LP1,166,075$36.0M1.95%−15,692−1.3%Reduced
Wellington Management Group LLP1,414,451$43.8M0.01%+218,386+18.3%Added
Deutsche Bank AG1,820,463$56.3M0.02%−154,533−7.8%Reduced
Principal Financial Group Inc2,067,159$64.0M0.03%+2,047,400+10,361.9%Added
Prudential Financial Inc2,951,405$91.3M0.11%−229,960−7.2%Reduced
BlackRock, Inc.3,470,222$107.4M0.00%−282,081−7.5%Reduced
Vanguard Group Inc3,576,922$110.7M0.00%+1,967,321+122.2%Added
Price T Rowe Associates Inc5,913,679$183.0M0.02%+710,871+13.7%Added
Gillson Capital LP0$00.00%−413,127−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−409,642−100.0%Sold out
Bamco Inc0$00.00%−185,572−100.0%Sold out
Colony Capital, Inc.0$00.00%−68,400−100.0%Sold out
Renaissance Technologies LLC0$00.00%−40,580−100.0%Sold out
Jane Street Group, LLC0$00.00%−33,746−100.0%Sold out
Citadel Advisors LLC0$00.00%−22,033−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−15,867−100.0%Sold out
Ieq Capital, LLC0$00.00%−11,763−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−9,600−100.0%Sold out
ProShare Advisors LLC0$00.00%−5,338−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−494−100.0%Sold out
Cheviot Value Management, LLC0$00.00%−497−100.0%Sold out
TD Private Client Wealth LLC0$00.00%−91−100.0%Sold out
United Community Bank0$00.00%−1,525−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−40−100.0%Sold out
Fortitude Family Office, LLC0$00.00%−14−100.0%Sold out
Principal Securities, Inc.0$00.00%−10−100.0%Sold out
Summit Wealth Group LLC0$00.00%−2,314−100.0%Sold out
AXA Investment Managers S.A.––––Not filed
Fullcircle Wealth LLC––––Not filed
Point72 Europe (London) LLP––––Not filed