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, Q2 2026
Institutional positions in SmartStop Self Storage REIT, Inc. as of Jun 30, 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
- 261
- +8 vs. Q1 2026
- Shares held
- 51.4M
- +1.00M (+2.0%) vs. Q1 2026
- Total value
- $1.67B
- +$144.6M (+9.5%) vs. Q1 2026
- New holders
- 37
- 104 more added
- Sold out
- 29
- 87 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding SmartStop Self Storage REIT, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | +10+250.0% | Added |
| Keating Financial Advisory Services, Inc. | 1 | $33 | 0.00% | +1 | New |
| Larson Financial Group LLC | 17 | $553 | 0.00% | −8−32.0% | Reduced |
| International Assets Investment Management, LLC | 18 | $599 | 0.00% | −287−94.1% | Reduced |
| TD Private Client Wealth LLC | 28 | $910 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 30 | $975 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 39 | $1.27K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 40 | $1.30K | 0.00% | −24,637−99.8% | Reduced |
| Rothschild Investment LLC | 40 | $1.30K | 0.00% | +13+48.1% | Added |
| Whittier Trust Co of Nevada Inc | 61 | $1.99K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 143 | $4.65K | 0.00% | −36−20.1% | Reduced |
| Global Retirement Partners, LLC | 143 | $4.65K | 0.00% | +143 | New |
| Private Trust Co NA | 158 | $5.13K | 0.00% | −20−11.2% | Reduced |
| Napier Financial, LLC | 194 | $6.30K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 210 | $6.83K | 0.00% | +109+107.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 229 | $7.44K | 0.00% | −911−79.9% | Reduced |
| EverSource Wealth Advisors, LLC | 258 | $8.39K | 0.00% | +18+7.5% | Added |
| TD Capital Management LLC | 279 | $9.05K | 0.00% | +4+1.5% | Added |
| Exchange Traded Concepts, LLC | 291 | $9.46K | 0.00% | +291 | New |
| Tounjian Advisory Partners, LLC | 336 | $10.9K | 0.00% | +336 | New |
| The PNC Financial Services Group, Inc. | 360 | $11.7K | 0.00% | +195+118.2% | Added |
| Kemnay Advisory Services Inc. | 430 | $14.0K | 0.00% | −28−6.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 431 | $14.0K | 0.00% | +413+2,294.4% | Added |
| Versant Capital Management, Inc | 441 | $14.3K | 0.00% | +241+120.5% | Added |
| Simplex Trading, LLC | 491 | $16.0K | 0.00% | +154+45.7% | Added |
| SWAN Capital LLC | 501 | $16.3K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 616 | $20.1K | 0.00% | −2,707−81.5% | Reduced |
| GF Fund Management Co. Ltd. | 736 | $23.9K | 0.00% | +260+54.6% | Added |
| Los Angeles Capital Management LLC | 804 | $26.1K | 0.00% | +590+275.7% | Added |
| Creative Financial Designs Inc | 840 | $27.3K | 0.00% | +11+1.3% | Added |
| Prosperity Bancshares Inc | 861 | $28.0K | 0.02% | +232+36.9% | Added |
| Northwestern Mutual Wealth Management Co | 874 | $28.4K | 0.00% | +251+40.3% | Added |
| Harbour Investments, Inc. | 907 | $29.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 974 | $32.4K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $32.5K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,100 | $35.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,138 | $37.0K | 0.00% | −706−38.3% | Reduced |
| Compass Financial Management LLC | 1,120 | $37.7K | 0.00% | +1,120 | New |
| CoreCap Advisors, LLC | 1,209 | $39.3K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,250 | $40.6K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,249 | $40.8K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 1,337 | $43.5K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 1,622 | $53.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,725 | $56.1K | 0.00% | +21+1.2% | Added |
| Allworth Financial LP | 1,788 | $58.1K | 0.00% | +680+61.4% | Added |
| Clearstead Advisors, LLC | 1,823 | $59.3K | 0.00% | +42+2.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,995 | $64.8K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2,336 | $75.9K | 0.01% | +30+1.3% | Added |
| SRS Capital Advisors, Inc. | 2,579 | $83.8K | 0.00% | +1,704+194.7% | Added |
| Continuum Advisory, LLC | 2,655 | $86.3K | 0.01% | +2,655 | New |
| GWM Advisors LLC | 2,667 | $86.7K | 0.00% | +13+0.5% | Added |
| Raleigh Capital Management Inc. | 2,671 | $86.8K | 0.03% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 2,693 | $87.5K | 0.00% | −131,885−98.0% | Reduced |
| FIL Ltd | 2,720 | $88.4K | 0.00% | −166−5.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,886 | $93.8K | 0.00% | +590+25.7% | Added |
| Rossby Financial, LCC | 4,091 | $133.0K | 0.02% | +7+0.2% | Added |
| Northwest & Ethical Investments L.P. | 4,102 | $134.9K | 0.00% | −6,745−62.2% | Reduced |
| Silver Oak Securities, Inc | 4,414 | $143.5K | 0.01% | −2,680−37.8% | Reduced |
| Triumph Capital Management | 4,530 | $147.2K | 0.03% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 5,078 | $165.0K | 0.08% | −115−2.2% | Reduced |
| FMR LLC | 5,114 | $166.2K | 0.00% | +800+18.5% | Added |
| Ameritas Investment Partners, Inc. | 5,126 | $166.6K | 0.00% | +571+12.5% | Added |
| Jones Financial Companies LLLP | 5,135 | $171.7K | 0.00% | +76+1.5% | Added |
| Bayforest Capital Ltd | 5,710 | $185.6K | 0.17% | −2,232−28.1% | Reduced |
| Allianz Asset Management GmbH | 6,306 | $204.9K | 0.00% | −49,534−88.7% | Reduced |
| Victory Capital Management Inc | 6,375 | $207.2K | 0.00% | +6,375 | New |
| Rockland Trust Co | 6,391 | $207.7K | 0.01% | +6,391 | New |
| Brookstone Capital Management | 6,413 | $208.4K | 0.00% | +6,413 | New |
| Augustine Asset Management Inc | 6,512 | $211.6K | 0.04% | +6,512 | New |
| UniSuper Management Pty Ltd | 6,600 | $214.5K | 0.00% | −4,900−42.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,631 | $215.5K | 0.00% | −68−1.0% | Reduced |
| Gross & Hartman Investments LLC | 6,729 | $218.7K | 0.10% | 00.0% | Unchanged |
| Safe Harbor Family Capital, LLC | 6,729 | $218.7K | 0.15% | 00.0% | Unchanged |
| CX Institutional | 7,072 | $230.0K | 0.01% | −1,081−13.3% | Reduced |
| Balboa Wealth Partners | 7,128 | $231.7K | 0.03% | −1,115−13.5% | Reduced |
| ProShare Advisors LLC | 7,395 | $240.3K | 0.00% | −672−8.3% | Reduced |
| King Luther Capital Management Corp | 7,500 | $243.8K | 0.00% | +7,500 | New |
| First Trust Advisors LP | 7,517 | $244.3K | 0.00% | +486+6.9% | Added |
| Coppell Advisory Solutions LLC | 9,696 | $247.5K | 0.07% | +9,696 | New |
| BlueChip Wealth Advisors LLC | 7,666 | $249.1K | 0.09% | −1,365−15.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 7,806 | $253.7K | 0.00% | +7,806 | New |
| Wealth Enhancement Advisory Services, LLC | 7,725 | $254.8K | 0.00% | +7,725 | New |
| Etesian Wealth Advisors, Inc. | 7,903 | $256.8K | 0.08% | −4,740−37.5% | Reduced |
| CI Private Wealth, LLC | 8,106 | $263.4K | 0.00% | +1,125+16.1% | Added |
| Cresset Asset Management, LLC | 8,294 | $270.6K | 0.00% | +8,294 | New |
| Holocene Advisors, LP | 8,421 | $273.7K | 0.00% | +8,421 | New |
| Nissay Asset Management Corp | 8,441 | $274.3K | 0.00% | −62−0.7% | Reduced |
| US Bancorp | 8,486 | $275.8K | 0.00% | −523−5.8% | Reduced |
| M&T Bank Corp | 8,932 | $290.3K | 0.00% | −223−2.4% | Reduced |
| IFM Investors Pty Ltd | 9,032 | $293.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors Inc | 9,076 | $295.0K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 9,131 | $296.7K | 0.03% | +17+0.2% | Added |
| BridgePort Financial Solutions, LLC | 9,140 | $297.1K | 0.08% | −703−7.1% | Reduced |
| Pictet Asset Management Holding SA | 9,147 | $297.3K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,264 | $301.1K | 0.00% | +9,264 | New |
| Macquarie Group Ltd | 9,298 | $302.2K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 9,728 | $316.2K | 0.00% | −51−0.5% | Reduced |
| Wealth Management Strategies, Inc. | 9,807 | $318.7K | 0.12% | 00.0% | Unchanged |
| Integrated Wealthcare, LLC | 10,039 | $326.3K | 0.24% | −455−4.3% | Reduced |
| OneAscent Wealth Management LLC | 10,103 | $328.3K | 0.10% | −2,445−19.5% | Reduced |