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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | +4 | New |
| Twin Peaks Wealth Advisors, LLC | 1 | $30 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $30 | 0.00% | +1 | New |
| Essential Partners LLC | 2 | $61 | 0.00% | −15−88.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 18 | $545 | 0.00% | +18 | New |
| Larson Financial Group LLC | 25 | $757 | 0.00% | +25 | New |
| Rothschild Investment LLC | 27 | $818 | 0.00% | +20+285.7% | Added |
| TD Private Client Wealth LLC | 28 | $848 | 0.00% | +28 | New |
| WPG Advisers, LLC | 30 | $908 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 39 | $1.18K | 0.00% | +39 | New |
| Whittier Trust Co of Nevada Inc | 61 | $1.85K | 0.00% | +61 | New |
| Root Financial Partners, LLC | 67 | $2.03K | 0.00% | +67 | New |
| Sunbelt Securities, Inc. | 101 | $3.06K | 0.00% | +1+1.0% | Added |
| GAMMA Investing LLC | 101 | $3.06K | 0.00% | +10+11.0% | Added |
| National Bank of Canada | 150 | $4.54K | 0.00% | +121+417.2% | Added |
| The PNC Financial Services Group, Inc. | 165 | $5.00K | 0.00% | +152+1,169.2% | Added |
| Private Trust Co NA | 178 | $5.39K | 0.00% | +54+43.5% | Added |
| DiNuzzo Private Wealth, Inc. | 179 | $5.42K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 194 | $5.87K | 0.00% | +194 | New |
| Versant Capital Management, Inc | 200 | $6.06K | 0.00% | −205−50.6% | Reduced |
| Los Angeles Capital Management LLC | 214 | $6.48K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 240 | $7.27K | 0.00% | +235+4,700.0% | Added |
| TD Capital Management LLC | 275 | $8.33K | 0.00% | +275 | New |
| International Assets Investment Management, LLC | 305 | $9.28K | 0.00% | −1,875−86.0% | Reduced |
| Simplex Trading, LLC | 337 | $10.2K | 0.00% | +337 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 346 | $10.5K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 404 | $12.2K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 449 | $13.6K | 0.00% | −729−61.9% | Reduced |
| Kemnay Advisory Services Inc. | 458 | $13.9K | 0.00% | +458 | New |
| GF Fund Management Co. Ltd. | 476 | $14.4K | 0.00% | −38−7.4% | Reduced |
| SWAN Capital LLC | 501 | $15.2K | 0.01% | +501 | New |
| Northwestern Mutual Wealth Management Co | 623 | $18.9K | 0.00% | −263−29.7% | Reduced |
| Prosperity Bancshares Inc | 629 | $19.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 829 | $25.1K | 0.00% | +10+1.2% | Added |
| SRS Capital Advisors, Inc. | 875 | $26.5K | 0.00% | −564−39.2% | Reduced |
| Harbour Investments, Inc. | 907 | $27.5K | 0.00% | +907 | New |
| Cornerstone National Bank & Trust Co | 974 | $29.6K | 0.01% | +974 | New |
| Anchor Investment Management, LLC | 1,000 | $30.3K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,100 | $33.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,108 | $33.6K | 0.00% | −376−25.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,140 | $34.5K | 0.00% | +232+25.6% | Added |
| IFP Advisors, Inc | 1,207 | $36.5K | 0.00% | −2,546−67.8% | Reduced |
| CoreCap Advisors, LLC | 1,209 | $36.6K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,250 | $37.9K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 1,250 | $37.9K | 0.17% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,249 | $38.1K | 0.00% | −626−33.4% | Reduced |
| United Financial Planning Group LLC | 1,337 | $40.5K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,600 | $48.4K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,622 | $49.0K | 0.00% | +1,622 | New |
| Assetmark, Inc | 1,704 | $51.6K | 0.00% | +690+68.0% | Added |
| Clearstead Advisors, LLC | 1,781 | $53.9K | 0.00% | +1,596+862.7% | Added |
| Sterling Capital Management LLC | 1,844 | $55.8K | 0.00% | +46+2.6% | Added |
| Newbridge Financial Services Group, Inc. | 1,995 | $60.4K | 0.01% | −100−4.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,296 | $69.5K | 0.00% | +266+13.1% | Added |
| Silicon Valley Capital Partners | 2,306 | $69.8K | 0.01% | +28+1.2% | Added |
| GWM Advisors LLC | 2,654 | $80.4K | 0.00% | +11+0.4% | Added |
| Raleigh Capital Management Inc. | 2,671 | $80.9K | 0.03% | −6,596−71.2% | Reduced |
| FIL Ltd | 2,886 | $87.4K | 0.00% | +2,886 | New |
| Nisa Investment Advisors, LLC | 3,323 | $101.1K | 0.00% | −10.0% | Reduced |
| Sound Income Strategies, LLC | 3,868 | $117.7K | 0.01% | −19,426−83.4% | Reduced |
| Rossby Financial, LCC | 4,084 | $124.3K | 0.03% | −3,102−43.2% | Reduced |
| FMR LLC | 4,314 | $130.6K | 0.00% | +2,804+185.7% | Added |
| Triumph Capital Management | 4,530 | $137.8K | 0.03% | −955−17.4% | Reduced |
| Ameritas Investment Partners, Inc. | 4,555 | $137.9K | 0.00% | +1,947+74.7% | Added |
| Quantbot Technologies LP | 4,802 | $145.4K | 0.01% | −9,463−66.3% | Reduced |
| Jones Financial Companies LLLP | 5,059 | $151.8K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 5,193 | $157.2K | 0.08% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 6,630 | $200.8K | 0.07% | +6,630 | New |
| Federation des caisses Desjardins du Quebec | 6,699 | $202.8K | 0.00% | +6,699 | New |
| Cerity Partners LLC | 6,713 | $203.3K | 0.00% | −1,934−22.4% | Reduced |
| Gross & Hartman Investments LLC | 6,729 | $203.8K | 0.11% | +6,729 | New |
| Safe Harbor Family Capital, LLC | 6,729 | $203.8K | 0.16% | +6,729 | New |
| CI Private Wealth, LLC | 6,981 | $211.4K | 0.00% | −10−0.1% | Reduced |
| First Trust Advisors LP | 7,031 | $212.9K | 0.00% | +28+0.4% | Added |
| Voya Investment Management LLC | 7,076 | $214.3K | 0.00% | +7,076 | New |
| Silver Oak Securities, Inc | 7,094 | $214.8K | 0.02% | −25−0.4% | Reduced |
| Bayforest Capital Ltd | 7,942 | $240.5K | 0.27% | +7,942 | New |
| ProShare Advisors LLC | 8,067 | $244.3K | 0.00% | +8,067 | New |
| CX Institutional | 8,153 | $247.0K | 0.01% | 00.0% | Unchanged |
| Balboa Wealth Partners | 8,243 | $249.6K | 0.04% | +1,497+22.2% | Added |
| Nissay Asset Management Corp | 8,503 | $257.5K | 0.00% | +8,503 | New |
| MML Investors Services, LLC | 8,719 | $264.0K | 0.00% | −38,191−81.4% | Reduced |
| State of Wyoming | 8,783 | $265.9K | 0.03% | +738+9.2% | Added |
| US Bancorp | 9,009 | $272.8K | 0.00% | +201+2.3% | Added |
| Colony Group, LLC | 5,981 | $273.4K | 0.00% | −2,325−28.0% | Reduced |
| BlueChip Wealth Advisors LLC | 9,031 | $273.5K | 0.12% | +9,031 | New |
| IFM Investors Pty Ltd | 9,032 | $273.5K | 0.00% | +9,032 | New |
| Capital Advisors Inc | 9,076 | $274.8K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 9,114 | $276.0K | 0.03% | +9,114 | New |
| Pictet Asset Management Holding SA | 9,147 | $277.0K | 0.00% | +9,147 | New |
| M&T Bank Corp | 9,155 | $277.2K | 0.00% | +1,962+27.3% | Added |
| Macquarie Group Ltd | 9,298 | $281.5K | 0.00% | +9,298 | New |
| Castleview Partners, LLC | 9,590 | $290.4K | 0.15% | −4,859−33.6% | Reduced |
| Sequoia Financial Advisors, LLC | 9,779 | $296.1K | 0.00% | +1,407+16.8% | Added |
| Wealth Management Strategies, Inc. | 9,807 | $297.0K | 0.13% | −1,797−15.5% | Reduced |
| BridgePort Financial Solutions, LLC | 9,843 | $298.0K | 0.08% | −147−1.5% | Reduced |
| Swiss Life Asset Management Ltd | 11,199 | $315.8K | 0.00% | +11,199 | New |
| Integrated Wealthcare, LLC | 10,494 | $317.8K | 0.27% | 00.0% | Unchanged |
| Creative Planning | 10,542 | $319.2K | 0.00% | −1,399−11.7% | Reduced |
| Northwest & Ethical Investments L.P. | 10,847 | $329.4K | 0.01% | +972+9.8% | Added |