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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 1,600 | $49.5K | 0.00% | +1,600 | New |
| FMR LLC | 1,510 | $46.7K | 0.00% | +1,446+2,259.4% | Added |
| Allworth Financial LP | 1,484 | $45.9K | 0.00% | +1,462+6,645.5% | Added |
| SRS Capital Advisors, Inc. | 1,439 | $44.5K | 0.00% | +640+80.1% | Added |
| United Financial Planning Group LLC | 1,337 | $41.4K | 0.03% | +1,337 | 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 |
| CoreCap Advisors, LLC | 1,209 | $37.4K | 0.00% | +1,209 | New |
| MAI Capital Management | 1,178 | $36.4K | 0.00% | +1,178 | New |
| Avalon Trust Co | 1,100 | $34.0K | 0.00% | +43+4.1% | Added |
| Strategic Advocates LLC | 1,049 | $32.9K | 0.01% | +1,049 | New |
| CIBC Private Wealth Group, LLC | 1,017 | $31.5K | 0.00% | +1,017 | New |
| Assetmark, Inc | 1,014 | $31.4K | 0.00% | +1,014 | New |
| Anchor Investment Management, LLC | 1,000 | $30.9K | 0.00% | +1,000 | New |
| Amalgamated Bank | 981 | $30.0K | 0.00% | +14+1.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 908 | $28.1K | 0.00% | +227+33.3% | Added |
| Northwestern Mutual Wealth Management Co | 886 | $27.4K | 0.00% | +886 | New |
| Beacon Capital Management, Inc. | 832 | $25.7K | 0.00% | +832 | New |
| Creative Financial Designs Inc | 819 | $25.3K | 0.00% | +819 | New |
| Prosperity Bancshares Inc | 629 | $19.5K | 0.02% | +629 | New |
| Quarry LP | 596 | $18.4K | 0.00% | +185+45.0% | Added |
| GF Fund Management Co. Ltd. | 514 | $15.9K | 0.00% | −10−1.9% | Reduced |
| Versant Capital Management, Inc | 405 | $12.5K | 0.00% | +355+710.0% | Added |
| Frazier Financial Advisors, LLC | 404 | $12.5K | 0.01% | +404 | New |
| Aster Capital Management (DIFC) Ltd | 400 | $12.4K | 0.01% | +400 | New |
| Global Retirement Partners, LLC | 372 | $11.5K | 0.00% | +313+530.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 346 | $10.8K | 0.00% | +346 | New |
| Los Angeles Capital Management LLC | 214 | $7.49K | 0.00% | +214 | New |
| Clearstead Advisors, LLC | 185 | $5.72K | 0.00% | +185 | New |
| DiNuzzo Private Wealth, Inc. | 179 | $5.54K | 0.00% | +179 | New |
| Private Trust Co NA | 124 | $3.84K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 100 | $3.09K | 0.00% | +100 | New |
| GAMMA Investing LLC | 91 | $2.82K | 0.00% | +84+1,200.0% | Added |
| WPG Advisers, LLC | 30 | $928 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 29 | $896 | 0.00% | −176−85.9% | Reduced |
| Essential Partners LLC | 17 | $526 | 0.00% | −58−77.3% | Reduced |
| The PNC Financial Services Group, Inc. | 13 | $402 | 0.00% | −104−88.9% | Reduced |
| Rothschild Investment LLC | 7 | $217 | 0.00% | −3−30.0% | Reduced |
| True Wealth Design, LLC | 7 | $217 | 0.00% | −1−12.5% | Reduced |
| EverSource Wealth Advisors, LLC | 5 | $155 | 0.00% | −120−96.0% | Reduced |
| Gillson Capital LP | 0 | $0 | 0.00% | −413,127−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −409,642−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −185,572−100.0% | Sold out |
| Colony Capital, Inc. | 0 | $0 | 0.00% | −68,400−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −40,580−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −33,746−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −22,033−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −15,867−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −11,763−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −5,338−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| Cheviot Value Management, LLC | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| United Community Bank | 0 | $0 | 0.00% | −1,525−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −2,314−100.0% | Sold out |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Fullcircle Wealth LLC | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |