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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 29,907 | $925.3K | 0.00% | −70−0.2% | Reduced |
| California State Teachers Retirement System | 29,679 | $918.3K | 0.00% | +154+0.5% | Added |
| State of Alaska, Department of Revenue | 29,441 | $909.0K | 0.01% | +14,297+94.4% | Added |
| Engineers Gate Manager LP | 26,570 | $822.1K | 0.01% | +26,570 | New |
| Sound Income Strategies, LLC | 23,294 | $783.6K | 0.04% | −6,115−20.8% | Reduced |
| UBS Asset Management Americas Inc | 24,984 | $773.0K | 0.00% | −6,116−19.7% | Reduced |
| Paradigm Financial Partners, LLC | 24,606 | $761.3K | 0.08% | +17,041+225.3% | Added |
| Farther Finance Advisors, LLC | 24,179 | $748.1K | 0.01% | +24,164+161,093.3% | Added |
| Jacobs Levy Equity Management, Inc | 24,065 | $744.6K | 0.00% | +24,065 | New |
| Resona Asset Management Co.,Ltd. | 23,343 | $728.8K | 0.00% | +9,740+71.6% | Added |
| Invesco Ltd. | 22,940 | $709.8K | 0.00% | +1,956+9.3% | Added |
| Allspring Global Investments Holdings, LLC | 22,383 | $688.5K | 0.00% | −524,982−95.9% | Reduced |
| Apollon Wealth Management, LLC | 22,142 | $685.1K | 0.01% | +22,142 | New |
| Krilogy Financial LLC | 21,256 | $672.3K | 0.02% | −347−1.6% | Reduced |
| Etesian Wealth Advisors, Inc. | 21,673 | $670.6K | 0.21% | +21,673 | New |
| Stifel Financial Corp | 21,254 | $657.6K | 0.00% | +2,059+10.7% | Added |
| TrueWealth Advisors, LLC | 20,737 | $641.6K | 0.17% | +20,737 | New |
| Crossingbridge Advisors, LLC | 20,000 | $630.4K | 0.18% | +15,000+300.0% | Added |
| AlphaCentric Advisors LLC | 20,000 | $618.8K | 0.62% | +20,000 | New |
| MetLife Investment Management | 19,944 | $617.1K | 0.00% | +671+3.5% | Added |
| State of Wisconsin Investment Board | 18,967 | $586.8K | 0.00% | −1,716−8.3% | Reduced |
| Allstate Corp | 18,766 | $580.6K | 0.01% | +18,766 | New |
| Manufacturers Life Insurance Company, The | 18,269 | $565.2K | 0.00% | +5,901+47.7% | Added |
| Two Sigma Investments, LP | 17,928 | $554.7K | 0.00% | −43,539−70.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 17,501 | $541.5K | 0.00% | +17,501 | New |
| Quantinno Capital Management LP | 17,091 | $528.8K | 0.00% | +10,860+174.3% | Added |
| EntryPoint Capital, LLC | 16,972 | $525.1K | 0.20% | +16,972 | New |
| J.W. Cole Advisors, Inc. | 32,849 | $521.8K | 0.01% | +32,849 | New |
| Valued Wealth Advisors LLC | 16,588 | $514.5K | 0.23% | +16,588 | New |
| Onyx Bridge Wealth Group LLC | 14,983 | $463.7K | 0.05% | +14,983 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 14,525 | $449.4K | 0.00% | +24+0.2% | Added |
| Castleview Partners, LLC | 14,449 | $447.1K | 0.22% | −280−1.9% | Reduced |
| Quantbot Technologies LP | 14,265 | $441.4K | 0.01% | −39,364−73.4% | Reduced |
| Warren Averett Asset Management, LLC | 13,212 | $408.8K | 0.00% | +13,212 | New |
| Metis Global Partners, LLC | 13,098 | $405.3K | 0.01% | +13,098 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,997 | $402.1K | 0.00% | +12,997 | New |
| Jain Global LLC | 12,975 | $401.4K | 0.00% | +12,975 | New |
| Quartz Partners, LLC | 12,933 | $400.1K | 0.15% | +12,933 | New |
| AlTi Global, Inc. | 12,500 | $388.4K | 0.01% | +12,500 | New |
| AQR Capital Management LLC | 12,550 | $388.3K | 0.00% | −39,929−76.1% | Reduced |
| OneAscent Wealth Management LLC | 12,548 | $388.2K | 0.13% | +12,548 | New |
| Kovack Advisors, Inc. | 12,498 | $386.7K | 0.02% | +12,498 | New |
| Brinker Capital Investments, LLC | 12,086 | $373.9K | 0.00% | +12,086 | New |
| Creative Planning | 11,941 | $369.5K | 0.00% | +11,941 | New |
| Entropy Technologies, LP | 11,749 | $363.5K | 0.02% | +11,749 | New |
| Prostatis Group LLC | 11,671 | $361.1K | 0.09% | +11,671 | New |
| Wealth Management Strategies, Inc. | 11,604 | $359.0K | 0.17% | +11,604 | New |
| Voloridge Investment Management, LLC | 11,473 | $355.0K | 0.00% | −1,883−14.1% | Reduced |
| Adapt Wealth Advisors, LLC | 11,392 | $352.5K | 0.12% | +11,392 | New |
| Intech Investment Management LLC | 11,275 | $348.8K | 0.00% | +2,158+23.7% | Added |
| Capital Square, LLC | 11,157 | $345.2K | 0.18% | −3,798−25.4% | Reduced |
| Integrated Wealthcare, LLC | 10,494 | $324.7K | 0.27% | +10,494 | New |
| Northwest & Ethical Investments L.P. | 9,875 | $309.9K | 0.01% | −1,075−9.8% | Reduced |
| BridgePort Financial Solutions, LLC | 9,990 | $309.1K | 0.08% | +9,990 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,900 | $306.3K | 0.00% | +3,000+43.5% | Added |
| SG Americas Securities, LLC | 9,862 | $305.0K | 0.00% | +9,862 | New |
| Park Avenue Securities LLC | 9,522 | $295.0K | 0.00% | +9,522 | New |
| Raleigh Capital Management Inc. | 9,267 | $286.7K | 0.10% | +9,267 | New |
| Capital Advisors Inc | 9,076 | $280.8K | 0.00% | +9,076 | New |
| New York State Common Retirement Fund | 9,000 | $278.5K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 8,848 | $273.8K | 0.14% | +8,848 | New |
| Colony Group, LLC | 8,306 | $272.9K | 0.00% | +8,306 | New |
| US Bancorp | 8,808 | $272.5K | 0.00% | −20.0% | Reduced |
| Cerity Partners LLC | 8,647 | $267.5K | 0.00% | −4,436−33.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,380 | $267.2K | 0.00% | +2,792+50.0% | Added |
| Arizona State Retirement System | 8,597 | $266.0K | 0.00% | −568−6.2% | Reduced |
| Sequoia Financial Advisors, LLC | 8,372 | $259.0K | 0.00% | +8,372 | New |
| Police & Firemen's Retirement System of New Jersey | 8,334 | $257.9K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 8,294 | $257.7K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 8,186 | $253.3K | 0.00% | +8,186 | New |
| CX Institutional | 8,153 | $252.0K | 0.01% | +8,153 | New |
| State of Wyoming | 8,045 | $248.9K | 0.03% | +8,045 | New |
| Werba Rubin Papier Wealth Management | 8,002 | $247.6K | 0.07% | +8,002 | New |
| BNP Paribas Arbitrage, SA | 7,787 | $240.9K | 0.00% | +1,305+20.1% | Added |
| Mariner, LLC | 7,689 | $237.9K | 0.00% | +7,689 | New |
| Advisors Capital Management, LLC | 7,247 | $224.2K | 0.00% | +7,247 | New |
| Silver Oak Securities, Inc | 7,119 | $223.4K | 0.02% | +2,680+60.4% | Added |
| M&T Bank Corp | 7,193 | $222.6K | 0.00% | +7,193 | New |
| Rossby Financial, LCC | 7,186 | $222.3K | 0.07% | +497+7.4% | Added |
| First Trust Advisors LP | 7,003 | $216.7K | 0.00% | +7,003 | New |
| CI Private Wealth, LLC | 6,991 | $216.3K | 0.00% | +6,991 | New |
| Balboa Wealth Partners | 6,746 | $208.7K | 0.03% | +6,746 | New |
| KLP Kapitalforvaltning AS | 6,500 | $201.9K | 0.00% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 6,512 | $201.5K | 0.04% | +6,512 | New |
| Triumph Capital Management | 5,485 | $169.7K | 0.04% | +5,485 | New |
| Signature Equity Partners, LLC | 5,193 | $160.7K | 0.09% | +5,193 | New |
| Jones Financial Companies LLLP | 5,059 | $156.5K | 0.00% | +5,026+15,230.3% | Added |
| IFP Advisors, Inc | 3,753 | $116.1K | 0.00% | +3,720+11,272.7% | Added |
| South State Corp. | 3,750 | $116.0K | 0.01% | +3,750 | New |
| Steward Partners Investment Advisory, LLC | 3,632 | $112.4K | 0.00% | +3,632 | New |
| Nisa Investment Advisors, LLC | 3,324 | $103.5K | 0.00% | −728−18.0% | Reduced |
| GWM Advisors LLC | 2,643 | $81.8K | 0.00% | +2,643 | New |
| Ameritas Investment Partners, Inc. | 2,608 | $80.7K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2,278 | $70.5K | 0.01% | +2,278 | New |
| International Assets Investment Management, LLC | 2,180 | $67.4K | 0.00% | +2,180 | New |
| Newbridge Financial Services Group, Inc. | 2,095 | $64.8K | 0.01% | +2,095 | New |
| Tower Research Capital LLC (TRC) | 2,030 | $62.8K | 0.00% | −404−16.6% | Reduced |
| SageView Advisory Group, LLC | 1,960 | $60.6K | 0.00% | +1,960 | New |
| Bartlett & Co. Wealth Management LLC | 1,875 | $58.3K | 0.00% | +1,875 | New |
| Sterling Capital Management LLC | 1,798 | $55.6K | 0.00% | −364−16.8% | Reduced |