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 |
|---|---|---|---|---|---|
| Adapt Wealth Advisors, LLC | 10,356 | $336.6K | 0.11% | −1,036−9.1% | Reduced |
| Castleview Partners, LLC | 10,515 | $341.8K | 0.15% | +925+9.6% | Added |
| Voya Investment Management LLC | 10,676 | $347.0K | 0.00% | +3,600+50.9% | Added |
| Vestcor Inc | 10,900 | $354.0K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,076 | $368.6K | 0.02% | +103+0.9% | Added |
| Freestone Grove Partners LP | 11,521 | $374.4K | 0.00% | +11,521 | New |
| Intech Investment Management LLC | 11,619 | $377.6K | 0.00% | +344+3.1% | Added |
| Two Sigma Investments, LP | 11,657 | $378.9K | 0.00% | +757+6.9% | Added |
| KLP Kapitalforvaltning AS | 12,200 | $397.9K | 0.00% | 00.0% | Unchanged |
| Capital Square, LLC | 12,372 | $408.2K | 0.18% | +1,213+10.9% | Added |
| AlTi Global, Inc. | 12,547 | $409.4K | 0.01% | +47+0.4% | Added |
| Allstate Corp | 12,829 | $416.9K | 0.00% | −1,565−10.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,997 | $422.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 13,086 | $425.3K | 0.00% | −58,796−81.8% | Reduced |
| Warren Averett Asset Management, LLC | 13,387 | $435.1K | 0.00% | +125+0.9% | Added |
| Metis Global Partners, LLC | 14,442 | $469.4K | 0.01% | −65−0.4% | Reduced |
| Clare Market Investments LLC | 14,744 | $479.2K | 0.09% | +185+1.3% | Added |
| Arizona State Retirement System | 15,275 | $496.4K | 0.00% | +73+0.5% | Added |
| J.W. Cole Advisors, Inc. | 15,422 | $501.2K | 0.01% | −17,417−53.0% | Reduced |
| Van Eck Associates Corp | 15,701 | $510.3K | 0.00% | +15,701 | New |
| Valued Wealth Advisors LLC | 15,889 | $516.4K | 0.19% | 00.0% | Unchanged |
| Creative Planning | 15,911 | $517.1K | 0.00% | +5,369+50.9% | Added |
| Beacon Capital Management, LLC | 16,400 | $533.0K | 0.08% | −5,866−26.3% | Reduced |
| Freedom Day Solutions, LLC | 16,406 | $533.2K | 0.12% | +16,406 | New |
| Police & Firemen's Retirement System of New Jersey | 16,882 | $548.7K | 0.00% | +2,712+19.1% | Added |
| Squarepoint Ops LLC | 16,916 | $549.8K | 0.00% | +16,916 | New |
| Wiley Bros.-Aintree Capital, LLC | 17,762 | $577.3K | 0.00% | −70−0.4% | Reduced |
| Paradigm Financial Partners, LLC | 18,968 | $616.5K | 0.06% | +1,916+11.2% | Added |
| TrueWealth Advisors, LLC | 19,937 | $648.0K | 0.15% | −500−2.4% | Reduced |
| New York State Common Retirement Fund | 20,600 | $669.5K | 0.00% | +3,100+17.7% | Added |
| Krilogy Financial LLC | 21,627 | $702.9K | 0.02% | +442+2.1% | Added |
| Vanguard Global Advisers, LLC | 21,947 | $713.3K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 22,112 | $718.6K | 0.00% | −2,873−11.5% | Reduced |
| Manufacturers Life Insurance Company, The | 22,334 | $725.9K | 0.00% | −765−3.3% | Reduced |
| Blue Sky Capital Consultants Group, Inc. | 23,283 | $756.7K | 0.32% | −29,228−55.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 23,352 | $758.9K | 0.00% | +23,352 | New |
| State of Wisconsin Investment Board | 23,417 | $761.1K | 0.00% | −10,900−31.8% | Reduced |
| Millennium Management LLC | 23,600 | $767.0K | 0.00% | −568,004−96.0% | Reduced |
| Advisor Group Holdings, Inc. | 24,443 | $794.5K | 0.00% | −6,277−20.4% | Reduced |
| Apollon Wealth Management, LLC | 24,473 | $795.4K | 0.01% | +2,331+10.5% | Added |
| Daiwa Securities Group Inc. | 24,568 | $798.5K | 0.00% | −175,180−87.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 24,524 | $805.7K | 0.00% | 00.0% | Unchanged |
| Amundi | 24,872 | $808.3K | 0.00% | +1,286+5.5% | Added |
| Crossingbridge Advisors, LLC | 25,000 | $812.5K | 0.14% | −5,000−16.7% | Reduced |
| AlphaCentric Advisors LLC | 25,000 | $812.5K | 0.69% | −5,000−16.7% | Reduced |
| American Century Companies Inc | 25,967 | $843.9K | 0.00% | +887+3.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 26,009 | $845.3K | 0.00% | −81−0.3% | Reduced |
| Pacer Advisors, Inc. | 26,490 | $861.0K | 0.00% | +26,490 | New |
| Jupiter Topco LLC | 27,312 | $888.0K | 0.00% | +27,312 | New |
| Landscape Capital Management, L.L.C. | 27,788 | $903.1K | 0.06% | +27,788 | New |
| Arkadios Wealth Advisors | 29,149 | $947.4K | 0.01% | −2,434−7.7% | Reduced |
| Engineers Gate Manager LP | 29,430 | $956.5K | 0.01% | +5,680+23.9% | Added |
| Private Capital Management, LLC | 31,000 | $1.01M | 0.09% | +4,500+17.0% | Added |
| SG Americas Securities, LLC | 33,167 | $1.08M | 0.00% | +18,609+127.8% | Added |
| MetLife Investment Management | 34,698 | $1.13M | 0.01% | +2,636+8.2% | Added |
| Vanderbilt University | 35,592 | $1.16M | 0.16% | +35,592 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,665 | $1.22M | 0.00% | −10,487−21.8% | Reduced |
| Captrust Financial Advisors | 38,412 | $1.25M | 0.00% | +490+1.3% | Added |
| Prelude Capital Management, LLC | 38,583 | $1.25M | 0.09% | +38,583 | New |
| Scotia Capital Inc. | 39,993 | $1.30M | 0.00% | +196+0.5% | Added |
| State of Alaska, Department of Revenue | 42,141 | $1.37M | 0.01% | 00.0% | Unchanged |
| Premier Private Wealth Management LLC | 42,262 | $1.37M | 1.20% | −12,263−22.5% | Reduced |
| AE Wealth Management LLC | 44,108 | $1.43M | 0.01% | −2,109−4.6% | Reduced |
| Vanguard Asset Management, Ltd | 46,269 | $1.50M | 0.00% | +9,938+27.4% | Added |
| Thrivent Financial for Lutherans | 47,163 | $1.53M | 0.00% | +4,598+10.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 48,170 | $1.57M | 0.00% | +2,366+5.2% | Added |
| Renaissance Technologies LLC | 49,600 | $1.61M | 0.00% | +49,600 | New |
| Barclays PLC | 49,917 | $1.62M | 0.00% | +34,692+227.9% | Added |
| MML Investors Services, LLC | 50,216 | $1.63M | 0.00% | +41,497+475.9% | Added |
| Wesbanco Bank Inc | 51,100 | $1.66M | 0.04% | +26,600+108.6% | Added |
| Vanguard Investments Australia, Ltd. | 51,690 | $1.68M | 0.00% | +171+0.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 53,964 | $1.75M | 0.03% | +24,207+81.3% | Added |
| PFG Investments, LLC | 54,375 | $1.77M | 0.07% | −672−1.2% | Reduced |
| Advisory Services Network, LLC | 57,637 | $1.87M | 0.02% | +8,972+18.4% | Added |
| AQR Capital Management LLC | 59,799 | $1.94M | 0.00% | +40,162+204.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 59,857 | $1.95M | 0.00% | −1,438−2.3% | Reduced |
| Sequent Planning LLC | 60,657 | $1.97M | 0.42% | −3,914−6.1% | Reduced |
| Alliancebernstein L.P. | 65,427 | $1.98M | 0.00% | −320−0.5% | Reduced |
| Public Employees Retirement System of Ohio | 63,050 | $2.05M | 0.01% | −447−0.7% | Reduced |
| Marshall Wace, LLP | 64,570 | $2.10M | 0.00% | +64,570 | New |
| Paralel Advisors LLC | 65,000 | $2.11M | 0.08% | 00.0% | Unchanged |
| Jain Global LLC | 65,572 | $2.13M | 0.03% | +65,572 | New |
| Oversea-Chinese Banking CORP Ltd | 67,432 | $2.19M | 0.05% | −36,880−35.4% | Reduced |
| California State Teachers Retirement System | 67,886 | $2.21M | 0.00% | −1,768−2.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 71,808 | $2.33M | 0.01% | +46,770+186.8% | Added |
| Deutsche Bank AG | 73,338 | $2.38M | 0.00% | +16,433+28.9% | Added |
| Wells Fargo & Company | 73,508 | $2.39M | 0.00% | +25,283+52.4% | Added |
| Kestra Advisory Services, LLC | 73,883 | $2.40M | 0.01% | −113,628−60.6% | Reduced |
| Citigroup Inc | 76,466 | $2.49M | 0.00% | +10,802+16.5% | Added |
| Franklin Resources Inc | 78,220 | $2.54M | 0.00% | −14,189−15.4% | Reduced |
| STRS Ohio | 79,100 | $2.57M | 0.01% | −25,100−24.1% | Reduced |
| XTX Topco Ltd | 79,196 | $2.57M | 0.03% | +43,541+122.1% | Added |
| Asset Management One Co.,Ltd. | 79,911 | $2.60M | 0.01% | +2,749+3.6% | Added |
| Rhumbline Advisers | 81,066 | $2.63M | 0.00% | +10,099+14.2% | Added |
| Royal Bank of Canada | 84,901 | $2.76M | 0.00% | +12,583+17.4% | Added |
| Nomura Asset Management Co Ltd | 89,200 | $2.90M | 0.01% | +3,000+3.5% | Added |
| Verition Fund Management LLC | 93,515 | $3.04M | 0.02% | −6,000−6.0% | Reduced |
| Envestnet Asset Management Inc | 103,562 | $3.37M | 0.00% | −13,038−11.2% | Reduced |
| HSBC Holdings PLC | 105,680 | $3.43M | 0.00% | +9,934+10.4% | Added |
| Invesco Ltd. | 110,364 | $3.59M | 0.00% | +34,582+45.6% | Added |