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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 110,997 | $3.61M | 0.00% | −19,327−14.8% | Reduced |
| Swiss National Bank | 111,000 | $3.61M | 0.00% | +1,500+1.4% | Added |
| Stifel Financial Corp | 114,567 | $3.72M | 0.00% | +58,738+105.2% | Added |
| Merit Financial Group, LLC | 116,966 | $3.80M | 0.02% | −6,080−4.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 118,075 | $3.84M | 0.01% | −15,342−11.5% | Reduced |
| Russell Investments Group, Ltd. | 119,731 | $3.89M | 0.00% | +18,633+18.4% | Added |
| Centaurus Financial, Inc. | 121,645 | $3.95M | 0.15% | −30,370−20.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 122,372 | $3.98M | 0.04% | −23,691−16.2% | Reduced |
| Raymond James Financial Inc | 135,326 | $4.40M | 0.00% | +51,811+62.0% | Added |
| Peregrine Capital Management LLC | 145,029 | $4.71M | 0.15% | −12,965−8.2% | Reduced |
| Citadel Advisors LLC | 155,868 | $5.07M | 0.00% | +129,042+481.0% | Added |
| Quantinno Capital Management LP | 158,096 | $5.14M | 0.01% | +64,166+68.3% | Added |
| SEI Investments Co | 172,447 | $5.60M | 0.00% | −15,700−8.3% | Reduced |
| Argosy-Lionbridge Management, LLC | 176,787 | $5.75M | 3.61% | +176,787 | New |
| Colony Capital, Inc. | 182,200 | $5.92M | 0.36% | +182,200 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 191,007 | $6.21M | 0.01% | −223,367−53.9% | Reduced |
| Lighthouse Investment Partners, LLC | 191,173 | $6.21M | 0.19% | +81,673+74.6% | Added |
| Legal & General Group Plc | 195,963 | $6.37M | 0.00% | +659+0.3% | Added |
| Morgan Stanley | 196,846 | $6.40M | 0.00% | −147,109−42.8% | Reduced |
| RSM US Wealth Management LLC | 200,728 | $6.52M | 0.07% | +21,989+12.3% | Added |
| 1832 Asset Management L.P. | 204,658 | $6.65M | 0.01% | +16,958+9.0% | Added |
| Clearbridge Investments, LLC | 211,712 | $6.88M | 0.01% | +118+0.1% | Added |
| Chilton Capital Management LLC | 217,244 | $7.08M | 0.22% | −6,917−3.1% | Reduced |
| Ameriprise Financial Inc | 228,854 | $7.44M | 0.00% | +69,141+43.3% | Added |
| Cohen & Steers, Inc. | 231,241 | $7.51M | 0.01% | +231,241 | New |
| Picton Mahoney Asset Management | 232,347 | $7.55M | 0.07% | −11,625−4.8% | Reduced |
| UBS Asset Management Americas Inc | 236,822 | $7.70M | 0.00% | +21,959+10.2% | Added |
| Bank of America Corp | 241,155 | $7.84M | 0.00% | +18,569+8.3% | Added |
| Susquehanna International Group, LLP | 247,877 | $8.06M | 0.01% | +226,359+1,052.0% | Added |
| Bank of New York Mellon Corp | 250,469 | $8.14M | 0.00% | +19,354+8.4% | Added |
| JPMorgan Chase & Co | 259,427 | $8.53M | 0.00% | +40,231+18.4% | Added |
| UBS Group AG | 264,581 | $8.60M | 0.00% | −6,935−2.6% | Reduced |
| Cetera Investment Advisers | 303,577 | $9.87M | 0.01% | −12,603−4.0% | Reduced |
| Standard Life Aberdeen plc | 348,725 | $11.3M | 0.02% | −392,822−53.0% | Reduced |
| Vanguard Fiduciary Trust Co | 369,899 | $12.0M | 0.00% | +17,290+4.9% | Added |
| Independent Financial Group, LLC | 374,632 | $12.2M | 0.23% | +4,991+1.4% | Added |
| Schroder Investment Management Group | 375,764 | $12.3M | 0.01% | +19,590+5.5% | Added |
| LPL Financial LLC | 389,780 | $12.7M | 0.00% | +99,444+34.3% | Added |
| Zimmer Partners, LP | 437,500 | $14.2M | 0.34% | −162,500−27.1% | Reduced |
| Long Pond Capital, LP | 444,839 | $14.5M | 1.52% | −168,619−27.5% | Reduced |
| Goldentree Asset Management LP | 501,768 | $16.3M | 0.95% | −827,807−62.3% | Reduced |
| Northern Trust Corp | 579,922 | $18.8M | 0.00% | +39,580+7.3% | Added |
| Silvercrest Asset Management Group LLC | 675,774 | $22.0M | 0.14% | −56,970−7.8% | Reduced |
| Nuveen, LLC | 851,253 | $27.7M | 0.01% | −293,437−25.6% | Reduced |
| Irenic Capital Management LP | 876,608 | $28.5M | 2.05% | +876,608 | New |
| Charles Schwab Investment Management Inc | 896,899 | $29.1M | 0.00% | +50,260+5.9% | Added |
| Massachusetts Financial Services Co | 932,759 | $30.3M | 0.01% | −48,683−5.0% | Reduced |
| Alyeska Investment Group, L.P. | 956,577 | $31.1M | 0.08% | +956,577 | New |
| Duff & Phelps Investment Management Co | 967,028 | $31.4M | 0.30% | +135,273+16.3% | Added |
| Prudential Financial Inc | 1,034,596 | $33.6M | 0.04% | −1,318,440−56.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,079,954 | $35.1M | 0.02% | +278,044+34.7% | Added |
| Centersquare Investment Management LLC | 1,415,860 | $46.0M | 0.39% | +1,415,860 | New |
| Geode Capital Management, LLC | 1,574,206 | $51.2M | 0.00% | +138,338+9.6% | Added |
| Norges Bank | 1,630,366 | $53.0M | 0.01% | +1,630,366 | New |
| State Street Corp | 2,244,402 | $73.2M | 0.00% | +81,114+3.7% | Added |
| Vanguard Capital Management LLC | 2,367,053 | $76.9M | 0.00% | +187,815+8.6% | Added |
| Goldman Sachs Group Inc | 2,744,749 | $89.2M | 0.01% | −682,978−19.9% | Reduced |
| Vanguard Portfolio Management LLC | 2,899,665 | $94.2M | 0.00% | +112,013+4.0% | Added |
| Principal Financial Group Inc | 3,205,785 | $104.2M | 0.05% | +609,652+23.5% | Added |
| Price T Rowe Associates Inc | 5,270,721 | $171.3M | 0.02% | −698,822−11.7% | Reduced |
| BlackRock, Inc. | 5,416,274 | $176.0M | 0.00% | +273,964+5.3% | Added |
| Conversant Capital LLC | 0 | $0 | 0.00% | −857,715−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −252,236−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −184,922−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −171,140−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −75,746−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −47,500−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −22,583−100.0% | Sold out |
| Hazelview Securities Inc. | 0 | $0 | 0.00% | −16,990−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −16,972−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −11,199−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −5,981−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −8,783−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −6,713−100.0% | Sold out |
| Prosperitas Financial LLC | 0 | $0 | 0.00% | −6,630−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,802−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −3,868−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Imprint Wealth LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1,207−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −449−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −346−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |