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, Q1 2026
Institutional positions in SmartStop Self Storage REIT, Inc. as of Mar 31, 2026. 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
- 256
- +19 vs. Q4 2025
- Shares held
- 50.6M
- +7.81M (+18.2%) vs. Q4 2025
- Total value
- $1.53B
- +$208.3M (+15.7%) vs. Q4 2025
- New holders
- 58
- 96 more added
- Sold out
- 39
- 75 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding SmartStop Self Storage REIT, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 5,969,543 | $180.8M | 0.02% | +55,864+0.9% | Added |
| BlackRock, Inc. | 5,142,310 | $155.7M | 0.00% | +1,672,088+48.2% | Added |
| Goldman Sachs Group Inc | 3,427,727 | $103.8M | 0.01% | +2,632,031+330.8% | Added |
| Vanguard Portfolio Management LLC | 2,787,652 | $84.4M | 0.00% | +2,787,652 | New |
| Principal Financial Group Inc | 2,596,133 | $78.6M | 0.04% | +528,974+25.6% | Added |
| Prudential Financial Inc | 2,353,036 | $71.2M | 0.09% | −598,369−20.3% | Reduced |
| Vanguard Capital Management LLC | 2,179,238 | $66.0M | 0.00% | +2,179,238 | New |
| State Street Corp | 2,163,288 | $65.8M | 0.00% | +1,016,884+88.7% | Added |
| Geode Capital Management, LLC | 1,435,868 | $43.5M | 0.00% | +429,316+42.7% | Added |
| Goldentree Asset Management LP | 1,329,575 | $40.2M | 2.38% | +163,500+14.0% | Added |
| Nuveen, LLC | 1,144,690 | $34.7M | 0.01% | +601,571+110.8% | Added |
| Massachusetts Financial Services Co | 981,442 | $29.7M | 0.01% | +187,153+23.6% | Added |
| Conversant Capital LLC | 857,715 | $26.0M | 3.58% | +857,715 | New |
| Charles Schwab Investment Management Inc | 846,639 | $25.6M | 0.00% | +60,032+7.6% | Added |
| Duff & Phelps Investment Management Co | 831,755 | $25.2M | 0.26% | −267,945−24.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 801,910 | $24.3M | 0.02% | +356,479+80.0% | Added |
| Standard Life Aberdeen plc | 741,547 | $22.5M | 0.04% | −225,389−23.3% | Reduced |
| Silvercrest Asset Management Group LLC | 732,744 | $22.2M | 0.16% | −52,905−6.7% | Reduced |
| Long Pond Capital, LP | 613,458 | $18.6M | 1.90% | +613,458 | New |
| Zimmer Partners, LP | 600,000 | $18.2M | 0.45% | −31,500−5.0% | Reduced |
| Millennium Management LLC | 591,604 | $17.9M | 0.01% | +307,762+108.4% | Added |
| Northern Trust Corp | 540,342 | $16.4M | 0.00% | +226,972+72.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 414,374 | $12.5M | 0.01% | −108,386−20.7% | Reduced |
| Independent Financial Group, LLC | 369,641 | $11.2M | 0.25% | +8,055+2.2% | Added |
| Vanguard Fiduciary Trust Co | 352,609 | $10.7M | 0.00% | +352,609 | New |
| Schroder Investment Management Group | 356,174 | $10.6M | 0.01% | −68,481−16.1% | Reduced |
| Morgan Stanley | 343,955 | $10.4M | 0.00% | +208,915+154.7% | Added |
| Cetera Investment Advisers | 316,180 | $9.57M | 0.01% | −130,935−29.3% | Reduced |
| LPL Financial LLC | 290,336 | $8.79M | 0.00% | +28,844+11.0% | Added |
| UBS Group AG | 271,516 | $8.22M | 0.00% | +77,791+40.2% | Added |
| Hudson Bay Capital Management LP | 252,236 | $7.64M | 0.05% | +26,485+11.7% | Added |
| Janus Henderson Group PLC | 246,012 | $7.45M | 0.00% | −166,106−40.3% | Reduced |
| Picton Mahoney Asset Management | 243,972 | $7.39M | 0.08% | +56,623+30.2% | Added |
| Bank of New York Mellon Corp | 231,115 | $7.00M | 0.00% | +58,169+33.6% | Added |
| Chilton Capital Management LLC | 224,161 | $6.81M | 0.24% | +12,122+5.7% | Added |
| Bank of America Corp | 222,586 | $6.74M | 0.00% | +77,479+53.4% | Added |
| JPMorgan Chase & Co | 219,196 | $6.53M | 0.00% | −204,463−48.3% | Reduced |
| UBS Asset Management Americas Inc | 214,863 | $6.51M | 0.00% | +189,879+760.0% | Added |
| Clearbridge Investments, LLC | 211,594 | $6.41M | 0.01% | +27,594+15.0% | Added |
| Daiwa Securities Group Inc. | 199,748 | $6.05M | 0.02% | −88,721−30.8% | Reduced |
| Legal & General Group Plc | 195,304 | $5.91M | 0.00% | +165,397+553.0% | Added |
| SEI Investments Co | 188,147 | $5.70M | 0.01% | +21,200+12.7% | Added |
| 1832 Asset Management L.P. | 187,700 | $5.68M | 0.01% | +82,640+78.7% | Added |
| Kestra Advisory Services, LLC | 187,511 | $5.68M | 0.02% | +4,817+2.6% | Added |
| Ci Investments Inc. | 184,922 | $5.60M | 0.03% | −20,251−9.9% | Reduced |
| RSM US Wealth Management LLC | 178,739 | $5.44M | 0.07% | +85,009+90.7% | Added |
| Polymer Capital Management (US) LLC | 171,140 | $5.18M | 0.77% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 159,713 | $4.84M | 0.00% | +159,713 | New |
| Peregrine Capital Management LLC | 157,994 | $4.78M | 0.18% | +813+0.5% | Added |
| Centaurus Financial, Inc. | 152,015 | $4.60M | 0.22% | −15,193−9.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 146,063 | $4.42M | 0.05% | +1,751+1.2% | Added |
| Brookfield Asset Management Inc. | 134,578 | $4.08M | 0.01% | −184,160−57.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 133,417 | $4.04M | 0.01% | +2,294+1.7% | Added |
| Commonwealth Equity Services, LLC | 130,324 | $3.95M | 0.01% | −5,285−3.9% | Reduced |
| Merit Financial Group, LLC | 123,046 | $3.73M | 0.03% | +8,054+7.0% | Added |
| Envestnet Asset Management Inc | 116,600 | $3.53M | 0.00% | +14,326+14.0% | Added |
| Lighthouse Investment Partners, LLC | 109,500 | $3.32M | 0.12% | −90,500−45.3% | Reduced |
| Swiss National Bank | 109,500 | $3.32M | 0.00% | +48,200+78.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 104,312 | $3.16M | 0.09% | −3,961−3.7% | Reduced |
| STRS Ohio | 104,200 | $3.16M | 0.01% | +700+0.7% | Added |
| Russell Investments Group, Ltd. | 101,098 | $3.06M | 0.00% | −735,165−87.9% | Reduced |
| Verition Fund Management LLC | 99,515 | $3.01M | 0.03% | +99,515 | New |
| HSBC Holdings PLC | 95,746 | $2.90M | 0.00% | +95,746 | New |
| Quantinno Capital Management LP | 93,930 | $2.84M | 0.00% | +76,839+449.6% | Added |
| Franklin Resources Inc | 92,409 | $2.80M | 0.00% | −3,555−3.7% | Reduced |
| Nomura Asset Management Co Ltd | 86,200 | $2.61M | 0.01% | +3,580+4.3% | Added |
| Raymond James Financial Inc | 83,515 | $2.53M | 0.00% | −10,652−11.3% | Reduced |
| Asset Management One Co.,Ltd. | 77,162 | $2.34M | 0.01% | +384+0.5% | Added |
| Invesco Ltd. | 75,782 | $2.29M | 0.00% | +52,842+230.3% | Added |
| Man Group plc | 75,746 | $2.29M | 0.00% | −11,308−13.0% | Reduced |
| Royal Bank of Canada | 72,318 | $2.19M | 0.00% | +19,321+36.5% | Added |
| BNP Paribas Arbitrage, SA | 71,882 | $2.18M | 0.00% | +64,095+823.1% | Added |
| Rhumbline Advisers | 70,967 | $2.15M | 0.00% | +32,986+86.8% | Added |
| California State Teachers Retirement System | 69,654 | $2.11M | 0.00% | +39,975+134.7% | Added |
| Alliancebernstein L.P. | 65,747 | $2.03M | 0.00% | +33,031+101.0% | Added |
| Citigroup Inc | 65,664 | $1.99M | 0.00% | +15,852+31.8% | Added |
| Paralel Advisors LLC | 65,000 | $1.97M | 0.08% | +65,000 | New |
| Sequent Planning LLC | 64,571 | $1.96M | 0.47% | −478−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 63,497 | $1.92M | 0.01% | −3,895−5.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 61,295 | $1.86M | 0.00% | +3,876+6.8% | Added |
| Deutsche Bank AG | 56,905 | $1.72M | 0.00% | −1,763,558−96.9% | Reduced |
| Allianz Asset Management GmbH | 55,840 | $1.69M | 0.00% | +55,840 | New |
| Stifel Financial Corp | 55,829 | $1.69M | 0.00% | +34,575+162.7% | Added |
| PFG Investments, LLC | 55,047 | $1.67M | 0.08% | −2,884−5.0% | Reduced |
| Premier Private Wealth Management LLC | 54,525 | $1.65M | 1.74% | −20,068−26.9% | Reduced |
| Blue Sky Capital Consultants Group, Inc. | 52,511 | $1.59M | 0.76% | +18,133+52.7% | Added |
| Vanguard Investments Australia, Ltd. | 51,519 | $1.56M | 0.00% | +51,519 | New |
| Ghisallo Capital Management LLC | 50,000 | $1.51M | 0.04% | −50,000−50.0% | Reduced |
| Advisory Services Network, LLC | 48,665 | $1.47M | 0.02% | −1,199−2.4% | Reduced |
| Wells Fargo & Company | 48,225 | $1.46M | 0.00% | −18,375−27.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,152 | $1.46M | 0.00% | +38,252+386.4% | Added |
| Jefferies Financial Group Inc. | 47,500 | $1.44M | 0.02% | +47,500 | New |
| AE Wealth Management LLC | 46,217 | $1.40M | 0.01% | −5,708−11.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45,804 | $1.39M | 0.00% | +2,362+5.4% | Added |
| Thrivent Financial for Lutherans | 42,565 | $1.29M | 0.00% | +4,990+13.3% | Added |
| State of Alaska, Department of Revenue | 42,141 | $1.27M | 0.01% | +12,700+43.1% | Added |
| Scotia Capital Inc. | 39,797 | $1.21M | 0.00% | +39,797 | New |
| Captrust Financial Advisors | 37,922 | $1.15M | 0.00% | −3,589−8.6% | Reduced |
| Vanguard Asset Management, Ltd | 36,331 | $1.10M | 0.00% | +36,331 | New |
| XTX Topco Ltd | 35,655 | $1.08M | 0.02% | +1,433+4.2% | Added |