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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 42,141 | $1.37M | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 39,993 | $1.30M | 0.00% | +196+0.5% | Added |
| Prelude Capital Management, LLC | 38,583 | $1.25M | 0.09% | +38,583 | New |
| Captrust Financial Advisors | 38,412 | $1.25M | 0.00% | +490+1.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,665 | $1.22M | 0.00% | −10,487−21.8% | Reduced |
| Vanderbilt University | 35,592 | $1.16M | 0.16% | +35,592 | New |
| MetLife Investment Management | 34,698 | $1.13M | 0.01% | +2,636+8.2% | Added |
| SG Americas Securities, LLC | 33,167 | $1.08M | 0.00% | +18,609+127.8% | Added |
| Private Capital Management, LLC | 31,000 | $1.01M | 0.09% | +4,500+17.0% | Added |
| Engineers Gate Manager LP | 29,430 | $956.5K | 0.01% | +5,680+23.9% | Added |
| Arkadios Wealth Advisors | 29,149 | $947.4K | 0.01% | −2,434−7.7% | Reduced |
| Landscape Capital Management, L.L.C. | 27,788 | $903.1K | 0.06% | +27,788 | New |
| Jupiter Topco LLC | 27,312 | $888.0K | 0.00% | +27,312 | New |
| Pacer Advisors, Inc. | 26,490 | $861.0K | 0.00% | +26,490 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 26,009 | $845.3K | 0.00% | −81−0.3% | Reduced |
| American Century Companies Inc | 25,967 | $843.9K | 0.00% | +887+3.5% | 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 |
| Amundi | 24,872 | $808.3K | 0.00% | +1,286+5.5% | Added |
| Resona Asset Management Co.,Ltd. | 24,524 | $805.7K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 24,568 | $798.5K | 0.00% | −175,180−87.7% | Reduced |
| Apollon Wealth Management, LLC | 24,473 | $795.4K | 0.01% | +2,331+10.5% | Added |
| Advisor Group Holdings, Inc. | 24,443 | $794.5K | 0.00% | −6,277−20.4% | Reduced |
| Millennium Management LLC | 23,600 | $767.0K | 0.00% | −568,004−96.0% | Reduced |
| State of Wisconsin Investment Board | 23,417 | $761.1K | 0.00% | −10,900−31.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 23,352 | $758.9K | 0.00% | +23,352 | New |
| Blue Sky Capital Consultants Group, Inc. | 23,283 | $756.7K | 0.32% | −29,228−55.7% | Reduced |
| Manufacturers Life Insurance Company, The | 22,334 | $725.9K | 0.00% | −765−3.3% | Reduced |
| Balyasny Asset Management LLC | 22,112 | $718.6K | 0.00% | −2,873−11.5% | Reduced |
| Vanguard Global Advisers, LLC | 21,947 | $713.3K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 21,627 | $702.9K | 0.02% | +442+2.1% | Added |
| New York State Common Retirement Fund | 20,600 | $669.5K | 0.00% | +3,100+17.7% | Added |
| TrueWealth Advisors, LLC | 19,937 | $648.0K | 0.15% | −500−2.4% | Reduced |
| Paradigm Financial Partners, LLC | 18,968 | $616.5K | 0.06% | +1,916+11.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,762 | $577.3K | 0.00% | −70−0.4% | Reduced |
| Squarepoint Ops LLC | 16,916 | $549.8K | 0.00% | +16,916 | New |
| Police & Firemen's Retirement System of New Jersey | 16,882 | $548.7K | 0.00% | +2,712+19.1% | Added |
| Freedom Day Solutions, LLC | 16,406 | $533.2K | 0.12% | +16,406 | New |
| Beacon Capital Management, LLC | 16,400 | $533.0K | 0.08% | −5,866−26.3% | Reduced |
| Creative Planning | 15,911 | $517.1K | 0.00% | +5,369+50.9% | Added |
| Valued Wealth Advisors LLC | 15,889 | $516.4K | 0.19% | 00.0% | Unchanged |
| Van Eck Associates Corp | 15,701 | $510.3K | 0.00% | +15,701 | New |
| J.W. Cole Advisors, Inc. | 15,422 | $501.2K | 0.01% | −17,417−53.0% | Reduced |
| Arizona State Retirement System | 15,275 | $496.4K | 0.00% | +73+0.5% | Added |
| Clare Market Investments LLC | 14,744 | $479.2K | 0.09% | +185+1.3% | Added |
| Metis Global Partners, LLC | 14,442 | $469.4K | 0.01% | −65−0.4% | Reduced |
| Warren Averett Asset Management, LLC | 13,387 | $435.1K | 0.00% | +125+0.9% | Added |
| BNP Paribas Arbitrage, SA | 13,086 | $425.3K | 0.00% | −58,796−81.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,997 | $422.4K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 12,829 | $416.9K | 0.00% | −1,565−10.9% | Reduced |
| AlTi Global, Inc. | 12,547 | $409.4K | 0.01% | +47+0.4% | Added |
| Capital Square, LLC | 12,372 | $408.2K | 0.18% | +1,213+10.9% | Added |
| KLP Kapitalforvaltning AS | 12,200 | $397.9K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 11,657 | $378.9K | 0.00% | +757+6.9% | Added |
| Intech Investment Management LLC | 11,619 | $377.6K | 0.00% | +344+3.1% | Added |
| Freestone Grove Partners LP | 11,521 | $374.4K | 0.00% | +11,521 | New |
| Kovack Advisors, Inc. | 11,076 | $368.6K | 0.02% | +103+0.9% | Added |
| Vestcor Inc | 10,900 | $354.0K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 10,676 | $347.0K | 0.00% | +3,600+50.9% | Added |
| Castleview Partners, LLC | 10,515 | $341.8K | 0.15% | +925+9.6% | Added |
| Adapt Wealth Advisors, LLC | 10,356 | $336.6K | 0.11% | −1,036−9.1% | Reduced |
| OneAscent Wealth Management LLC | 10,103 | $328.3K | 0.10% | −2,445−19.5% | Reduced |
| Integrated Wealthcare, LLC | 10,039 | $326.3K | 0.24% | −455−4.3% | Reduced |
| Wealth Management Strategies, Inc. | 9,807 | $318.7K | 0.12% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 9,728 | $316.2K | 0.00% | −51−0.5% | Reduced |
| Macquarie Group Ltd | 9,298 | $302.2K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,264 | $301.1K | 0.00% | +9,264 | New |
| Pictet Asset Management Holding SA | 9,147 | $297.3K | 0.00% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 9,140 | $297.1K | 0.08% | −703−7.1% | Reduced |
| Impact Partnership Wealth, LLC | 9,131 | $296.7K | 0.03% | +17+0.2% | Added |
| Capital Advisors Inc | 9,076 | $295.0K | 0.00% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 9,032 | $293.5K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 8,932 | $290.3K | 0.00% | −223−2.4% | Reduced |
| US Bancorp | 8,486 | $275.8K | 0.00% | −523−5.8% | Reduced |
| Nissay Asset Management Corp | 8,441 | $274.3K | 0.00% | −62−0.7% | Reduced |
| Holocene Advisors, LP | 8,421 | $273.7K | 0.00% | +8,421 | New |
| Cresset Asset Management, LLC | 8,294 | $270.6K | 0.00% | +8,294 | New |
| CI Private Wealth, LLC | 8,106 | $263.4K | 0.00% | +1,125+16.1% | Added |
| Etesian Wealth Advisors, Inc. | 7,903 | $256.8K | 0.08% | −4,740−37.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,725 | $254.8K | 0.00% | +7,725 | New |
| Mitsubishi UFJ Trust & Banking Corp | 7,806 | $253.7K | 0.00% | +7,806 | New |
| BlueChip Wealth Advisors LLC | 7,666 | $249.1K | 0.09% | −1,365−15.1% | Reduced |
| Coppell Advisory Solutions LLC | 9,696 | $247.5K | 0.07% | +9,696 | New |
| First Trust Advisors LP | 7,517 | $244.3K | 0.00% | +486+6.9% | Added |
| King Luther Capital Management Corp | 7,500 | $243.8K | 0.00% | +7,500 | New |
| ProShare Advisors LLC | 7,395 | $240.3K | 0.00% | −672−8.3% | Reduced |
| Balboa Wealth Partners | 7,128 | $231.7K | 0.03% | −1,115−13.5% | Reduced |
| CX Institutional | 7,072 | $230.0K | 0.01% | −1,081−13.3% | 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 |
| Federation des caisses Desjardins du Quebec | 6,631 | $215.5K | 0.00% | −68−1.0% | Reduced |
| UniSuper Management Pty Ltd | 6,600 | $214.5K | 0.00% | −4,900−42.6% | Reduced |
| Augustine Asset Management Inc | 6,512 | $211.6K | 0.04% | +6,512 | New |
| Brookstone Capital Management | 6,413 | $208.4K | 0.00% | +6,413 | New |
| Rockland Trust Co | 6,391 | $207.7K | 0.01% | +6,391 | New |
| Victory Capital Management Inc | 6,375 | $207.2K | 0.00% | +6,375 | New |
| Allianz Asset Management GmbH | 6,306 | $204.9K | 0.00% | −49,534−88.7% | Reduced |
| Bayforest Capital Ltd | 5,710 | $185.6K | 0.17% | −2,232−28.1% | Reduced |
| Jones Financial Companies LLLP | 5,135 | $171.7K | 0.00% | +76+1.5% | Added |
| Ameritas Investment Partners, Inc. | 5,126 | $166.6K | 0.00% | +571+12.5% | Added |