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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.

Q1 2026 vs. Q4 2025

How the institutions holding SmartStop Self Storage REIT, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of SMA: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2403256+19
Shares46.4M3.58M50.6M+7.81M (+18.2%)
Value$1.44B$110.7M$1.53B+$208.3M (+15.7%)

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (58)

Institutions that held SmartStop Self Storage REIT, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to SMA in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC2,787,652$84.4M0.00%
Vanguard Capital Management LLC2,179,238$66.0M0.00%
Conversant Capital LLC857,715$26.0M3.58%
Long Pond Capital, LP613,458$18.6M1.90%
Vanguard Fiduciary Trust Co352,609$10.7M0.00%
Ameriprise Financial Inc159,713$4.84M0.00%
Verition Fund Management LLC99,515$3.01M0.03%
HSBC Holdings PLC95,746$2.90M0.00%
Paralel Advisors LLC65,000$1.97M0.08%
Allianz Asset Management GmbH55,840$1.69M0.00%
Vanguard Investments Australia, Ltd.51,519$1.56M0.00%
Jefferies Financial Group Inc.47,500$1.44M0.02%
Scotia Capital Inc.39,797$1.21M0.00%
Vanguard Asset Management, Ltd36,331$1.10M0.00%
Citadel Advisors LLC26,826$812.3K0.00%
Private Capital Management, LLC26,500$802.4K0.08%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys25,038$758.2K0.00%
Balyasny Asset Management LLC24,985$756.5K0.00%
Wesbanco Bank Inc24,500$741.9K0.02%
Amundi23,586$714.2K0.00%
Vanguard Global Advisers, LLC21,947$664.6K0.00%
Susquehanna International Group, LLP21,518$651.6K0.00%
Hazelview Securities Inc.16,990$514.5K0.10%
Clare Market Investments LLC14,559$440.9K0.09%
UniSuper Management Pty Ltd11,500$348.2K0.00%
Vestcor Inc10,900$330.0K0.01%
Swiss Life Asset Management Ltd11,199$315.8K0.00%
Macquarie Group Ltd9,298$281.5K0.00%
Pictet Asset Management Holding SA9,147$277.0K0.00%
Impact Partnership Wealth, LLC9,114$276.0K0.03%
IFM Investors Pty Ltd9,032$273.5K0.00%
BlueChip Wealth Advisors LLC9,031$273.5K0.12%
Nissay Asset Management Corp8,503$257.5K0.00%
ProShare Advisors LLC8,067$244.3K0.00%
Bayforest Capital Ltd7,942$240.5K0.27%
Voya Investment Management LLC7,076$214.3K0.00%
Gross & Hartman Investments LLC6,729$203.8K0.11%
Safe Harbor Family Capital, LLC6,729$203.8K0.16%
Federation des caisses Desjardins du Quebec6,699$202.8K0.00%
Prosperitas Financial LLC6,630$200.8K0.07%
FIL Ltd2,886$87.4K0.00%
KBC Group NV1,622$49.0K0.00%
Cornerstone National Bank & Trust Co974$29.6K0.01%
Harbour Investments, Inc.907$27.5K0.00%
SWAN Capital LLC501$15.2K0.01%
Kemnay Advisory Services Inc.458$13.9K0.00%
Simplex Trading, LLC337$10.2K0.00%
TD Capital Management LLC275$8.33K0.00%
Napier Financial, LLC194$5.87K0.00%
Root Financial Partners, LLC67$2.03K0.00%
Whittier Trust Co of Nevada Inc61$1.85K0.00%
JPL Wealth Management, LLC39$1.18K0.00%
TD Private Client Wealth LLC28$8480.00%
Larson Financial Group LLC25$7570.00%
Caitong International Asset Management Co., Ltd18$5450.00%
Twin Peaks Wealth Advisors, LLC1$300.00%
Hughes Financial Services, LLC1$300.00%
Covestor Ltd4$00.00%

Sold out (39)

Institutions that held SmartStop Self Storage REIT, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of SMA in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Wellington Management Group LLP1,414,451$43.8M
Northwood Liquid Management LP505,613$15.6M
Schonfeld Strategic Advisors LLC505,202$15.6M
Cbre Clarion Securities LLC371,785$11.5M
APG Asset Management US Inc.293,366$9.08M
Burkehill Global Management, LP250,000$7.74M
Freestone Grove Partners LP148,332$4.59M
GSI Capital Advisors LLC124,919$3.86M
Walleye Capital LLC105,000$3.25M
Squarepoint Ops LLC55,850$1.73M
Storebrand Asset Management AS36,479$1.13M
Lykos Global Management, LP35,000$1.08M
Jacobs Levy Equity Management, Inc24,065$744.6K
Allspring Global Investments Holdings, LLC22,383$688.5K
Onyx Bridge Wealth Group LLC14,983$463.7K
Jain Global LLC12,975$401.4K
Quartz Partners, LLC12,933$400.1K
Brinker Capital Investments, LLC12,086$373.9K
Entropy Technologies, LP11,749$363.5K
Prostatis Group LLC11,671$361.1K
Voloridge Investment Management, LLC11,473$355.0K
Park Avenue Securities LLC9,522$295.0K
PharVision Advisers, LLC8,848$273.8K
Wealth Enhancement Advisory Services, LLC8,380$267.2K
Cresset Asset Management, LLC8,294$257.7K
RFG Advisory, LLC8,186$253.3K
Werba Rubin Papier Wealth Management8,002$247.6K
Mariner, LLC7,689$237.9K
Advisors Capital Management, LLC7,247$224.2K
Augustine Asset Management Inc6,512$201.5K
South State Corp.3,750$116.0K
Steward Partners Investment Advisory, LLC3,632$112.4K
SageView Advisory Group, LLC1,960$60.6K
Strategic Advocates LLC1,049$32.9K
Amalgamated Bank981$30.0K
Beacon Capital Management, Inc.832$25.7K
Quarry LP596$18.4K
Aster Capital Management (DIFC) Ltd400$12.4K
True Wealth Design, LLC7$217

Not filed for Q1 2026 yet (3)

Institutions that held SmartStop Self Storage REIT, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMA in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc3,576,922$110.7M
CIBC Private Wealth Group, LLC1,017$31.5K
Global Retirement Partners, LLC372$11.5K