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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 116,600 | $3.53M | 0.00% | +14,326+14.0% | Added |
| Merit Financial Group, LLC | 123,046 | $3.73M | 0.03% | +8,054+7.0% | Added |
| Commonwealth Equity Services, LLC | 130,324 | $3.95M | 0.01% | −5,285−3.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 133,417 | $4.04M | 0.01% | +2,294+1.7% | Added |
| Brookfield Asset Management Inc. | 134,578 | $4.08M | 0.01% | −184,160−57.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 146,063 | $4.42M | 0.05% | +1,751+1.2% | Added |
| Centaurus Financial, Inc. | 152,015 | $4.60M | 0.22% | −15,193−9.1% | Reduced |
| Peregrine Capital Management LLC | 157,994 | $4.78M | 0.18% | +813+0.5% | Added |
| Ameriprise Financial Inc | 159,713 | $4.84M | 0.00% | +159,713 | New |
| Polymer Capital Management (US) LLC | 171,140 | $5.18M | 0.77% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 178,739 | $5.44M | 0.07% | +85,009+90.7% | Added |
| Ci Investments Inc. | 184,922 | $5.60M | 0.03% | −20,251−9.9% | Reduced |
| Kestra Advisory Services, LLC | 187,511 | $5.68M | 0.02% | +4,817+2.6% | Added |
| 1832 Asset Management L.P. | 187,700 | $5.68M | 0.01% | +82,640+78.7% | Added |
| SEI Investments Co | 188,147 | $5.70M | 0.01% | +21,200+12.7% | Added |
| Legal & General Group Plc | 195,304 | $5.91M | 0.00% | +165,397+553.0% | Added |
| Daiwa Securities Group Inc. | 199,748 | $6.05M | 0.02% | −88,721−30.8% | Reduced |
| Clearbridge Investments, LLC | 211,594 | $6.41M | 0.01% | +27,594+15.0% | Added |
| UBS Asset Management Americas Inc | 214,863 | $6.51M | 0.00% | +189,879+760.0% | Added |
| JPMorgan Chase & Co | 219,196 | $6.53M | 0.00% | −204,463−48.3% | Reduced |
| Bank of America Corp | 222,586 | $6.74M | 0.00% | +77,479+53.4% | Added |
| Chilton Capital Management LLC | 224,161 | $6.81M | 0.24% | +12,122+5.7% | Added |
| Bank of New York Mellon Corp | 231,115 | $7.00M | 0.00% | +58,169+33.6% | Added |
| Picton Mahoney Asset Management | 243,972 | $7.39M | 0.08% | +56,623+30.2% | Added |
| Janus Henderson Group PLC | 246,012 | $7.45M | 0.00% | −166,106−40.3% | Reduced |
| Hudson Bay Capital Management LP | 252,236 | $7.64M | 0.05% | +26,485+11.7% | Added |
| UBS Group AG | 271,516 | $8.22M | 0.00% | +77,791+40.2% | Added |
| LPL Financial LLC | 290,336 | $8.79M | 0.00% | +28,844+11.0% | Added |
| Cetera Investment Advisers | 316,180 | $9.57M | 0.01% | −130,935−29.3% | Reduced |
| Morgan Stanley | 343,955 | $10.4M | 0.00% | +208,915+154.7% | Added |
| Schroder Investment Management Group | 356,174 | $10.6M | 0.01% | −68,481−16.1% | Reduced |
| Vanguard Fiduciary Trust Co | 352,609 | $10.7M | 0.00% | +352,609 | New |
| Independent Financial Group, LLC | 369,641 | $11.2M | 0.25% | +8,055+2.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 414,374 | $12.5M | 0.01% | −108,386−20.7% | Reduced |
| Northern Trust Corp | 540,342 | $16.4M | 0.00% | +226,972+72.4% | Added |
| Millennium Management LLC | 591,604 | $17.9M | 0.01% | +307,762+108.4% | Added |
| Zimmer Partners, LP | 600,000 | $18.2M | 0.45% | −31,500−5.0% | Reduced |
| Long Pond Capital, LP | 613,458 | $18.6M | 1.90% | +613,458 | New |
| Silvercrest Asset Management Group LLC | 732,744 | $22.2M | 0.16% | −52,905−6.7% | Reduced |
| Standard Life Aberdeen plc | 741,547 | $22.5M | 0.04% | −225,389−23.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 801,910 | $24.3M | 0.02% | +356,479+80.0% | Added |
| Duff & Phelps Investment Management Co | 831,755 | $25.2M | 0.26% | −267,945−24.4% | Reduced |
| Charles Schwab Investment Management Inc | 846,639 | $25.6M | 0.00% | +60,032+7.6% | Added |
| Conversant Capital LLC | 857,715 | $26.0M | 3.58% | +857,715 | New |
| Massachusetts Financial Services Co | 981,442 | $29.7M | 0.01% | +187,153+23.6% | Added |
| Nuveen, LLC | 1,144,690 | $34.7M | 0.01% | +601,571+110.8% | Added |
| Goldentree Asset Management LP | 1,329,575 | $40.2M | 2.38% | +163,500+14.0% | Added |
| Geode Capital Management, LLC | 1,435,868 | $43.5M | 0.00% | +429,316+42.7% | Added |
| State Street Corp | 2,163,288 | $65.8M | 0.00% | +1,016,884+88.7% | Added |
| Vanguard Capital Management LLC | 2,179,238 | $66.0M | 0.00% | +2,179,238 | New |
| Prudential Financial Inc | 2,353,036 | $71.2M | 0.09% | −598,369−20.3% | Reduced |
| Principal Financial Group Inc | 2,596,133 | $78.6M | 0.04% | +528,974+25.6% | Added |
| Vanguard Portfolio Management LLC | 2,787,652 | $84.4M | 0.00% | +2,787,652 | New |
| Goldman Sachs Group Inc | 3,427,727 | $103.8M | 0.01% | +2,632,031+330.8% | Added |
| BlackRock, Inc. | 5,142,310 | $155.7M | 0.00% | +1,672,088+48.2% | Added |
| Price T Rowe Associates Inc | 5,969,543 | $180.8M | 0.02% | +55,864+0.9% | Added |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,414,451−100.0% | Sold out |
| Northwood Liquid Management LP | 0 | $0 | 0.00% | −505,613−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −505,202−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −371,785−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −293,366−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −148,332−100.0% | Sold out |
| GSI Capital Advisors LLC | 0 | $0 | 0.00% | −124,919−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −55,850−100.0% | Sold out |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −36,479−100.0% | Sold out |
| Lykos Global Management, LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −24,065−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −22,383−100.0% | Sold out |
| Onyx Bridge Wealth Group LLC | 0 | $0 | 0.00% | −14,983−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −12,975−100.0% | Sold out |
| Quartz Partners, LLC | 0 | $0 | 0.00% | −12,933−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −12,086−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,749−100.0% | Sold out |
| Prostatis Group LLC | 0 | $0 | 0.00% | −11,671−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −11,473−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −9,522−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −8,848−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −8,380−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −8,294−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −8,186−100.0% | Sold out |
| Werba Rubin Papier Wealth Management | 0 | $0 | 0.00% | −8,002−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −7,689−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −7,247−100.0% | Sold out |
| Augustine Asset Management Inc | 0 | $0 | 0.00% | −6,512−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −3,632−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,960−100.0% | Sold out |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −1,049−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −981−100.0% | Sold out |
| Beacon Capital Management, Inc. | 0 | $0 | 0.00% | −832−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −596−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |