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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 34,317 | $1.04M | 0.00% | +15,350+80.9% | Added |
| J.W. Cole Advisors, Inc. | 32,839 | $994.4K | 0.03% | −100.0% | Reduced |
| MetLife Investment Management | 32,062 | $970.8K | 0.00% | +12,118+60.8% | Added |
| Arkadios Wealth Advisors | 31,583 | $956.3K | 0.02% | −9,112−22.4% | Reduced |
| Advisor Group Holdings, Inc. | 30,720 | $930.3K | 0.00% | −10,431−25.3% | 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 |
| Susquehanna Portfolio Strategies, LLC | 29,757 | $901.0K | 0.01% | −107,827−78.4% | Reduced |
| CWM, LLC | 28,222 | $854.6K | 0.00% | −2,264−7.4% | Reduced |
| Citadel Advisors LLC | 26,826 | $812.3K | 0.00% | +26,826 | New |
| Private Capital Management, LLC | 26,500 | $802.4K | 0.08% | +26,500 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 26,090 | $790.0K | 0.00% | +11,565+79.6% | Added |
| American Century Companies Inc | 25,080 | $759.4K | 0.00% | −620,619−96.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,038 | $758.2K | 0.00% | +25,038 | New |
| Balyasny Asset Management LLC | 24,985 | $756.5K | 0.00% | +24,985 | New |
| Farther Finance Advisors, LLC | 24,677 | $750.9K | 0.01% | +498+2.1% | Added |
| Wesbanco Bank Inc | 24,500 | $741.9K | 0.02% | +24,500 | New |
| Resona Asset Management Co.,Ltd. | 24,524 | $731.2K | 0.00% | +1,181+5.1% | Added |
| Engineers Gate Manager LP | 23,750 | $719.1K | 0.01% | −2,820−10.6% | Reduced |
| Amundi | 23,586 | $714.2K | 0.00% | +23,586 | New |
| Manufacturers Life Insurance Company, The | 23,099 | $699.4K | 0.00% | +4,830+26.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 22,583 | $683.8K | 0.01% | −136,980−85.8% | Reduced |
| Krilogy Financial LLC | 21,185 | $682.6K | 0.02% | −71−0.3% | Reduced |
| Beacon Capital Management, LLC | 22,266 | $674.2K | 0.12% | −18,715−45.7% | Reduced |
| Apollon Wealth Management, LLC | 22,142 | $670.5K | 0.01% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 21,947 | $664.6K | 0.00% | +21,947 | New |
| Susquehanna International Group, LLP | 21,518 | $651.6K | 0.00% | +21,518 | New |
| TrueWealth Advisors, LLC | 20,437 | $618.8K | 0.16% | −300−1.4% | Reduced |
| AQR Capital Management LLC | 19,637 | $594.6K | 0.00% | +7,087+56.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,832 | $539.9K | 0.00% | +331+1.9% | Added |
| New York State Common Retirement Fund | 17,500 | $529.9K | 0.00% | +8,500+94.4% | Added |
| Paradigm Financial Partners, LLC | 17,052 | $516.3K | 0.09% | −7,554−30.7% | Reduced |
| Hazelview Securities Inc. | 16,990 | $514.5K | 0.10% | +16,990 | New |
| EntryPoint Capital, LLC | 16,972 | $513.9K | 0.15% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15,889 | $482.4K | 0.20% | −699−4.2% | Reduced |
| Barclays PLC | 15,225 | $461.0K | 0.00% | −33,401−68.7% | Reduced |
| Arizona State Retirement System | 15,202 | $460.3K | 0.00% | +6,605+76.8% | Added |
| SG Americas Securities, LLC | 14,558 | $441.0K | 0.00% | +4,696+47.6% | Added |
| Clare Market Investments LLC | 14,559 | $440.9K | 0.09% | +14,559 | New |
| Metis Global Partners, LLC | 14,507 | $439.3K | 0.01% | +1,409+10.8% | Added |
| Allstate Corp | 14,394 | $435.9K | 0.00% | −4,372−23.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,170 | $429.1K | 0.00% | +5,836+70.0% | Added |
| Warren Averett Asset Management, LLC | 13,262 | $401.6K | 0.00% | +50+0.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,997 | $393.5K | 0.00% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 12,643 | $382.8K | 0.12% | −9,030−41.7% | Reduced |
| AlTi Global, Inc. | 12,500 | $380.2K | 0.01% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 12,548 | $380.0K | 0.13% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 12,200 | $370.8K | 0.00% | +5,700+87.7% | Added |
| Capital Square, LLC | 11,159 | $362.2K | 0.17% | +20.0% | Added |
| UniSuper Management Pty Ltd | 11,500 | $348.2K | 0.00% | +11,500 | New |
| Adapt Wealth Advisors, LLC | 11,392 | $344.9K | 0.12% | 00.0% | Unchanged |
| Intech Investment Management LLC | 11,275 | $341.4K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 10,973 | $333.9K | 0.02% | −1,525−12.2% | Reduced |
| Two Sigma Investments, LP | 10,900 | $330.1K | 0.00% | −7,028−39.2% | Reduced |
| Vestcor Inc | 10,900 | $330.0K | 0.01% | +10,900 | New |
| Northwest & Ethical Investments L.P. | 10,847 | $329.4K | 0.01% | +972+9.8% | Added |
| Creative Planning | 10,542 | $319.2K | 0.00% | −1,399−11.7% | Reduced |
| Integrated Wealthcare, LLC | 10,494 | $317.8K | 0.27% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 11,199 | $315.8K | 0.00% | +11,199 | New |
| BridgePort Financial Solutions, LLC | 9,843 | $298.0K | 0.08% | −147−1.5% | Reduced |
| Wealth Management Strategies, Inc. | 9,807 | $297.0K | 0.13% | −1,797−15.5% | Reduced |
| Sequoia Financial Advisors, LLC | 9,779 | $296.1K | 0.00% | +1,407+16.8% | Added |
| Castleview Partners, LLC | 9,590 | $290.4K | 0.15% | −4,859−33.6% | Reduced |
| Macquarie Group Ltd | 9,298 | $281.5K | 0.00% | +9,298 | New |
| M&T Bank Corp | 9,155 | $277.2K | 0.00% | +1,962+27.3% | Added |
| Pictet Asset Management Holding SA | 9,147 | $277.0K | 0.00% | +9,147 | New |
| Impact Partnership Wealth, LLC | 9,114 | $276.0K | 0.03% | +9,114 | New |
| Capital Advisors Inc | 9,076 | $274.8K | 0.00% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 9,032 | $273.5K | 0.00% | +9,032 | New |
| BlueChip Wealth Advisors LLC | 9,031 | $273.5K | 0.12% | +9,031 | New |
| Colony Group, LLC | 5,981 | $273.4K | 0.00% | −2,325−28.0% | Reduced |
| US Bancorp | 9,009 | $272.8K | 0.00% | +201+2.3% | Added |
| State of Wyoming | 8,783 | $265.9K | 0.03% | +738+9.2% | Added |
| MML Investors Services, LLC | 8,719 | $264.0K | 0.00% | −38,191−81.4% | Reduced |
| Nissay Asset Management Corp | 8,503 | $257.5K | 0.00% | +8,503 | New |
| Balboa Wealth Partners | 8,243 | $249.6K | 0.04% | +1,497+22.2% | Added |
| CX Institutional | 8,153 | $247.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 8,067 | $244.3K | 0.00% | +8,067 | New |
| Bayforest Capital Ltd | 7,942 | $240.5K | 0.27% | +7,942 | New |
| Silver Oak Securities, Inc | 7,094 | $214.8K | 0.02% | −25−0.4% | Reduced |
| Voya Investment Management LLC | 7,076 | $214.3K | 0.00% | +7,076 | New |
| First Trust Advisors LP | 7,031 | $212.9K | 0.00% | +28+0.4% | Added |
| CI Private Wealth, LLC | 6,981 | $211.4K | 0.00% | −10−0.1% | 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 |
| Cerity Partners LLC | 6,713 | $203.3K | 0.00% | −1,934−22.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,699 | $202.8K | 0.00% | +6,699 | New |
| Prosperitas Financial LLC | 6,630 | $200.8K | 0.07% | +6,630 | New |
| Signature Equity Partners, LLC | 5,193 | $157.2K | 0.08% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,059 | $151.8K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,802 | $145.4K | 0.01% | −9,463−66.3% | Reduced |
| Ameritas Investment Partners, Inc. | 4,555 | $137.9K | 0.00% | +1,947+74.7% | Added |
| Triumph Capital Management | 4,530 | $137.8K | 0.03% | −955−17.4% | Reduced |
| FMR LLC | 4,314 | $130.6K | 0.00% | +2,804+185.7% | Added |
| Rossby Financial, LCC | 4,084 | $124.3K | 0.03% | −3,102−43.2% | Reduced |
| Sound Income Strategies, LLC | 3,868 | $117.7K | 0.01% | −19,426−83.4% | Reduced |
| Nisa Investment Advisors, LLC | 3,323 | $101.1K | 0.00% | −10.0% | Reduced |
| FIL Ltd | 2,886 | $87.4K | 0.00% | +2,886 | New |
| Raleigh Capital Management Inc. | 2,671 | $80.9K | 0.03% | −6,596−71.2% | Reduced |