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 |
|---|---|---|---|---|---|
| Vestcor Inc | 10,900 | $330.0K | 0.01% | +10,900 | New |
| Two Sigma Investments, LP | 10,900 | $330.1K | 0.00% | −7,028−39.2% | Reduced |
| Kovack Advisors, Inc. | 10,973 | $333.9K | 0.02% | −1,525−12.2% | Reduced |
| Intech Investment Management LLC | 11,275 | $341.4K | 0.00% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 11,392 | $344.9K | 0.12% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 11,500 | $348.2K | 0.00% | +11,500 | New |
| Capital Square, LLC | 11,159 | $362.2K | 0.17% | +20.0% | Added |
| KLP Kapitalforvaltning AS | 12,200 | $370.8K | 0.00% | +5,700+87.7% | Added |
| OneAscent Wealth Management LLC | 12,548 | $380.0K | 0.13% | 00.0% | Unchanged |
| AlTi Global, Inc. | 12,500 | $380.2K | 0.01% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 12,643 | $382.8K | 0.12% | −9,030−41.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,997 | $393.5K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 13,262 | $401.6K | 0.00% | +50+0.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,170 | $429.1K | 0.00% | +5,836+70.0% | Added |
| Allstate Corp | 14,394 | $435.9K | 0.00% | −4,372−23.3% | Reduced |
| Metis Global Partners, LLC | 14,507 | $439.3K | 0.01% | +1,409+10.8% | Added |
| Clare Market Investments LLC | 14,559 | $440.9K | 0.09% | +14,559 | New |
| SG Americas Securities, LLC | 14,558 | $441.0K | 0.00% | +4,696+47.6% | Added |
| Arizona State Retirement System | 15,202 | $460.3K | 0.00% | +6,605+76.8% | Added |
| Barclays PLC | 15,225 | $461.0K | 0.00% | −33,401−68.7% | Reduced |
| Valued Wealth Advisors LLC | 15,889 | $482.4K | 0.20% | −699−4.2% | Reduced |
| EntryPoint Capital, LLC | 16,972 | $513.9K | 0.15% | 00.0% | Unchanged |
| Hazelview Securities Inc. | 16,990 | $514.5K | 0.10% | +16,990 | New |
| Paradigm Financial Partners, LLC | 17,052 | $516.3K | 0.09% | −7,554−30.7% | Reduced |
| New York State Common Retirement Fund | 17,500 | $529.9K | 0.00% | +8,500+94.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,832 | $539.9K | 0.00% | +331+1.9% | Added |
| AQR Capital Management LLC | 19,637 | $594.6K | 0.00% | +7,087+56.5% | Added |
| TrueWealth Advisors, LLC | 20,437 | $618.8K | 0.16% | −300−1.4% | Reduced |
| Susquehanna International Group, LLP | 21,518 | $651.6K | 0.00% | +21,518 | New |
| Vanguard Global Advisers, LLC | 21,947 | $664.6K | 0.00% | +21,947 | New |
| Apollon Wealth Management, LLC | 22,142 | $670.5K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 22,266 | $674.2K | 0.12% | −18,715−45.7% | Reduced |
| Krilogy Financial LLC | 21,185 | $682.6K | 0.02% | −71−0.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 22,583 | $683.8K | 0.01% | −136,980−85.8% | Reduced |
| Manufacturers Life Insurance Company, The | 23,099 | $699.4K | 0.00% | +4,830+26.4% | Added |
| Amundi | 23,586 | $714.2K | 0.00% | +23,586 | New |
| Engineers Gate Manager LP | 23,750 | $719.1K | 0.01% | −2,820−10.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 24,524 | $731.2K | 0.00% | +1,181+5.1% | Added |
| Wesbanco Bank Inc | 24,500 | $741.9K | 0.02% | +24,500 | New |
| Farther Finance Advisors, LLC | 24,677 | $750.9K | 0.01% | +498+2.1% | Added |
| Balyasny Asset Management LLC | 24,985 | $756.5K | 0.00% | +24,985 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,038 | $758.2K | 0.00% | +25,038 | New |
| American Century Companies Inc | 25,080 | $759.4K | 0.00% | −620,619−96.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 26,090 | $790.0K | 0.00% | +11,565+79.6% | Added |
| Private Capital Management, LLC | 26,500 | $802.4K | 0.08% | +26,500 | New |
| Citadel Advisors LLC | 26,826 | $812.3K | 0.00% | +26,826 | New |
| CWM, LLC | 28,222 | $854.6K | 0.00% | −2,264−7.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 29,757 | $901.0K | 0.01% | −107,827−78.4% | Reduced |
| Omers Administration Corp | 30,000 | $908.4K | 0.01% | 00.0% | Unchanged |
| Crossingbridge Advisors, LLC | 30,000 | $908.4K | 0.16% | +10,000+50.0% | Added |
| AlphaCentric Advisors LLC | 30,000 | $908.4K | 0.91% | +10,000+50.0% | Added |
| Advisor Group Holdings, Inc. | 30,720 | $930.3K | 0.00% | −10,431−25.3% | Reduced |
| Arkadios Wealth Advisors | 31,583 | $956.3K | 0.02% | −9,112−22.4% | Reduced |
| MetLife Investment Management | 32,062 | $970.8K | 0.00% | +12,118+60.8% | Added |
| J.W. Cole Advisors, Inc. | 32,839 | $994.4K | 0.03% | −100.0% | Reduced |
| State of Wisconsin Investment Board | 34,317 | $1.04M | 0.00% | +15,350+80.9% | Added |
| XTX Topco Ltd | 35,655 | $1.08M | 0.02% | +1,433+4.2% | Added |
| Vanguard Asset Management, Ltd | 36,331 | $1.10M | 0.00% | +36,331 | New |
| Captrust Financial Advisors | 37,922 | $1.15M | 0.00% | −3,589−8.6% | Reduced |
| Scotia Capital Inc. | 39,797 | $1.21M | 0.00% | +39,797 | New |
| State of Alaska, Department of Revenue | 42,141 | $1.27M | 0.01% | +12,700+43.1% | Added |
| Thrivent Financial for Lutherans | 42,565 | $1.29M | 0.00% | +4,990+13.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45,804 | $1.39M | 0.00% | +2,362+5.4% | Added |
| AE Wealth Management LLC | 46,217 | $1.40M | 0.01% | −5,708−11.0% | Reduced |
| Jefferies Financial Group Inc. | 47,500 | $1.44M | 0.02% | +47,500 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,152 | $1.46M | 0.00% | +38,252+386.4% | Added |
| Wells Fargo & Company | 48,225 | $1.46M | 0.00% | −18,375−27.6% | Reduced |
| Advisory Services Network, LLC | 48,665 | $1.47M | 0.02% | −1,199−2.4% | Reduced |
| Ghisallo Capital Management LLC | 50,000 | $1.51M | 0.04% | −50,000−50.0% | Reduced |
| Vanguard Investments Australia, Ltd. | 51,519 | $1.56M | 0.00% | +51,519 | New |
| Blue Sky Capital Consultants Group, Inc. | 52,511 | $1.59M | 0.76% | +18,133+52.7% | Added |
| Premier Private Wealth Management LLC | 54,525 | $1.65M | 1.74% | −20,068−26.9% | Reduced |
| PFG Investments, LLC | 55,047 | $1.67M | 0.08% | −2,884−5.0% | Reduced |
| Stifel Financial Corp | 55,829 | $1.69M | 0.00% | +34,575+162.7% | Added |
| Allianz Asset Management GmbH | 55,840 | $1.69M | 0.00% | +55,840 | New |
| Deutsche Bank AG | 56,905 | $1.72M | 0.00% | −1,763,558−96.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 61,295 | $1.86M | 0.00% | +3,876+6.8% | Added |
| Public Employees Retirement System of Ohio | 63,497 | $1.92M | 0.01% | −3,895−5.8% | Reduced |
| Sequent Planning LLC | 64,571 | $1.96M | 0.47% | −478−0.7% | Reduced |
| Paralel Advisors LLC | 65,000 | $1.97M | 0.08% | +65,000 | New |
| Citigroup Inc | 65,664 | $1.99M | 0.00% | +15,852+31.8% | Added |
| Alliancebernstein L.P. | 65,747 | $2.03M | 0.00% | +33,031+101.0% | Added |
| California State Teachers Retirement System | 69,654 | $2.11M | 0.00% | +39,975+134.7% | Added |
| Rhumbline Advisers | 70,967 | $2.15M | 0.00% | +32,986+86.8% | Added |
| BNP Paribas Arbitrage, SA | 71,882 | $2.18M | 0.00% | +64,095+823.1% | Added |
| Royal Bank of Canada | 72,318 | $2.19M | 0.00% | +19,321+36.5% | Added |
| Man Group plc | 75,746 | $2.29M | 0.00% | −11,308−13.0% | Reduced |
| Invesco Ltd. | 75,782 | $2.29M | 0.00% | +52,842+230.3% | Added |
| Asset Management One Co.,Ltd. | 77,162 | $2.34M | 0.01% | +384+0.5% | Added |
| Raymond James Financial Inc | 83,515 | $2.53M | 0.00% | −10,652−11.3% | Reduced |
| Nomura Asset Management Co Ltd | 86,200 | $2.61M | 0.01% | +3,580+4.3% | Added |
| Franklin Resources Inc | 92,409 | $2.80M | 0.00% | −3,555−3.7% | Reduced |
| Quantinno Capital Management LP | 93,930 | $2.84M | 0.00% | +76,839+449.6% | Added |
| HSBC Holdings PLC | 95,746 | $2.90M | 0.00% | +95,746 | New |
| Verition Fund Management LLC | 99,515 | $3.01M | 0.03% | +99,515 | New |
| Russell Investments Group, Ltd. | 101,098 | $3.06M | 0.00% | −735,165−87.9% | Reduced |
| STRS Ohio | 104,200 | $3.16M | 0.01% | +700+0.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 104,312 | $3.16M | 0.09% | −3,961−3.7% | Reduced |
| 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 |