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 |
|---|---|---|---|---|---|
| FMR LLC | 5,114 | $166.2K | 0.00% | +800+18.5% | Added |
| Signature Equity Partners, LLC | 5,078 | $165.0K | 0.08% | −115−2.2% | Reduced |
| Triumph Capital Management | 4,530 | $147.2K | 0.03% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 4,414 | $143.5K | 0.01% | −2,680−37.8% | Reduced |
| Northwest & Ethical Investments L.P. | 4,102 | $134.9K | 0.00% | −6,745−62.2% | Reduced |
| Rossby Financial, LCC | 4,091 | $133.0K | 0.02% | +7+0.2% | Added |
| Tower Research Capital LLC (TRC) | 2,886 | $93.8K | 0.00% | +590+25.7% | Added |
| FIL Ltd | 2,720 | $88.4K | 0.00% | −166−5.8% | Reduced |
| Brookfield Asset Management Inc. | 2,693 | $87.5K | 0.00% | −131,885−98.0% | Reduced |
| Raleigh Capital Management Inc. | 2,671 | $86.8K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,667 | $86.7K | 0.00% | +13+0.5% | Added |
| Continuum Advisory, LLC | 2,655 | $86.3K | 0.01% | +2,655 | New |
| SRS Capital Advisors, Inc. | 2,579 | $83.8K | 0.00% | +1,704+194.7% | Added |
| Silicon Valley Capital Partners | 2,336 | $75.9K | 0.01% | +30+1.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,995 | $64.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,823 | $59.3K | 0.00% | +42+2.4% | Added |
| Allworth Financial LP | 1,788 | $58.1K | 0.00% | +680+61.4% | Added |
| Assetmark, Inc | 1,725 | $56.1K | 0.00% | +21+1.2% | Added |
| KBC Group NV | 1,622 | $53.0K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 1,337 | $43.5K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,249 | $40.8K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,250 | $40.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,209 | $39.3K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 1,120 | $37.7K | 0.00% | +1,120 | New |
| Sterling Capital Management LLC | 1,138 | $37.0K | 0.00% | −706−38.3% | Reduced |
| Avalon Trust Co | 1,100 | $35.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $32.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 974 | $32.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 907 | $29.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 874 | $28.4K | 0.00% | +251+40.3% | Added |
| Prosperity Bancshares Inc | 861 | $28.0K | 0.02% | +232+36.9% | Added |
| Creative Financial Designs Inc | 840 | $27.3K | 0.00% | +11+1.3% | Added |
| Los Angeles Capital Management LLC | 804 | $26.1K | 0.00% | +590+275.7% | Added |
| GF Fund Management Co. Ltd. | 736 | $23.9K | 0.00% | +260+54.6% | Added |
| Nisa Investment Advisors, LLC | 616 | $20.1K | 0.00% | −2,707−81.5% | Reduced |
| SWAN Capital LLC | 501 | $16.3K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 491 | $16.0K | 0.00% | +154+45.7% | Added |
| Versant Capital Management, Inc | 441 | $14.3K | 0.00% | +241+120.5% | Added |
| Caitong International Asset Management Co., Ltd | 431 | $14.0K | 0.00% | +413+2,294.4% | Added |
| Kemnay Advisory Services Inc. | 430 | $14.0K | 0.00% | −28−6.1% | Reduced |
| The PNC Financial Services Group, Inc. | 360 | $11.7K | 0.00% | +195+118.2% | Added |
| Tounjian Advisory Partners, LLC | 336 | $10.9K | 0.00% | +336 | New |
| Exchange Traded Concepts, LLC | 291 | $9.46K | 0.00% | +291 | New |
| TD Capital Management LLC | 279 | $9.05K | 0.00% | +4+1.5% | Added |
| EverSource Wealth Advisors, LLC | 258 | $8.39K | 0.00% | +18+7.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 229 | $7.44K | 0.00% | −911−79.9% | Reduced |
| GAMMA Investing LLC | 210 | $6.83K | 0.00% | +109+107.9% | Added |
| Napier Financial, LLC | 194 | $6.30K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 158 | $5.13K | 0.00% | −20−11.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 143 | $4.65K | 0.00% | −36−20.1% | Reduced |
| Global Retirement Partners, LLC | 143 | $4.65K | 0.00% | +143 | New |
| Whittier Trust Co of Nevada Inc | 61 | $1.99K | 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 |
| JPL Wealth Management, LLC | 39 | $1.27K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 30 | $975 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 28 | $910 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 18 | $599 | 0.00% | −287−94.1% | Reduced |
| Larson Financial Group LLC | 17 | $553 | 0.00% | −8−32.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 1 | $33 | 0.00% | +1 | New |
| Covestor Ltd | 14 | $0 | 0.00% | +10+250.0% | 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 |