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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 2,654 | $80.4K | 0.00% | +11+0.4% | Added |
| Silicon Valley Capital Partners | 2,306 | $69.8K | 0.01% | +28+1.2% | Added |
| Tower Research Capital LLC (TRC) | 2,296 | $69.5K | 0.00% | +266+13.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,995 | $60.4K | 0.01% | −100−4.8% | Reduced |
| Sterling Capital Management LLC | 1,844 | $55.8K | 0.00% | +46+2.6% | Added |
| Clearstead Advisors, LLC | 1,781 | $53.9K | 0.00% | +1,596+862.7% | Added |
| Assetmark, Inc | 1,704 | $51.6K | 0.00% | +690+68.0% | Added |
| KBC Group NV | 1,622 | $49.0K | 0.00% | +1,622 | New |
| Bogart Wealth, LLC | 1,600 | $48.4K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 1,337 | $40.5K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,249 | $38.1K | 0.00% | −626−33.4% | Reduced |
| Canton Hathaway, LLC | 1,250 | $37.9K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 1,250 | $37.9K | 0.17% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,209 | $36.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,207 | $36.5K | 0.00% | −2,546−67.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,140 | $34.5K | 0.00% | +232+25.6% | Added |
| Allworth Financial LP | 1,108 | $33.6K | 0.00% | −376−25.3% | Reduced |
| Avalon Trust Co | 1,100 | $33.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $30.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 974 | $29.6K | 0.01% | +974 | New |
| Harbour Investments, Inc. | 907 | $27.5K | 0.00% | +907 | New |
| SRS Capital Advisors, Inc. | 875 | $26.5K | 0.00% | −564−39.2% | Reduced |
| Creative Financial Designs Inc | 829 | $25.1K | 0.00% | +10+1.2% | Added |
| Prosperity Bancshares Inc | 629 | $19.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 623 | $18.9K | 0.00% | −263−29.7% | Reduced |
| SWAN Capital LLC | 501 | $15.2K | 0.01% | +501 | New |
| GF Fund Management Co. Ltd. | 476 | $14.4K | 0.00% | −38−7.4% | Reduced |
| Kemnay Advisory Services Inc. | 458 | $13.9K | 0.00% | +458 | New |
| MAI Capital Management | 449 | $13.6K | 0.00% | −729−61.9% | Reduced |
| Frazier Financial Advisors, LLC | 404 | $12.2K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 346 | $10.5K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 337 | $10.2K | 0.00% | +337 | New |
| International Assets Investment Management, LLC | 305 | $9.28K | 0.00% | −1,875−86.0% | Reduced |
| TD Capital Management LLC | 275 | $8.33K | 0.00% | +275 | New |
| EverSource Wealth Advisors, LLC | 240 | $7.27K | 0.00% | +235+4,700.0% | Added |
| Los Angeles Capital Management LLC | 214 | $6.48K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 200 | $6.06K | 0.00% | −205−50.6% | Reduced |
| Napier Financial, LLC | 194 | $5.87K | 0.00% | +194 | New |
| DiNuzzo Private Wealth, Inc. | 179 | $5.42K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 178 | $5.39K | 0.00% | +54+43.5% | Added |
| The PNC Financial Services Group, Inc. | 165 | $5.00K | 0.00% | +152+1,169.2% | Added |
| National Bank of Canada | 150 | $4.54K | 0.00% | +121+417.2% | Added |
| Sunbelt Securities, Inc. | 101 | $3.06K | 0.00% | +1+1.0% | Added |
| GAMMA Investing LLC | 101 | $3.06K | 0.00% | +10+11.0% | Added |
| Root Financial Partners, LLC | 67 | $2.03K | 0.00% | +67 | New |
| Whittier Trust Co of Nevada Inc | 61 | $1.85K | 0.00% | +61 | New |
| JPL Wealth Management, LLC | 39 | $1.18K | 0.00% | +39 | New |
| WPG Advisers, LLC | 30 | $908 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 28 | $848 | 0.00% | +28 | New |
| Rothschild Investment LLC | 27 | $818 | 0.00% | +20+285.7% | Added |
| Larson Financial Group LLC | 25 | $757 | 0.00% | +25 | New |
| Caitong International Asset Management Co., Ltd | 18 | $545 | 0.00% | +18 | New |
| Essential Partners LLC | 2 | $61 | 0.00% | −15−88.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1 | $30 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $30 | 0.00% | +1 | New |
| Covestor Ltd | 4 | $0 | 0.00% | +4 | New |
| 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 |