跳到主要內容

SmartStop Self Storage REIT, Inc.

SMA
交易所
NYSE
產業
Real Estate Investment Trusts
SEC CIK
0001585389

近 90 天,SmartStop Self Storage REIT, Inc. 內部人申報 0 筆公開市場買進、4 筆賣出;2026 年第 2 季末有 261 家機構在 13F 申報持有,市值合計 $16.7 億;沒有大師持有。

2025 年第 4 季與 2025 年第 3 季比較

持有 SmartStop Self Storage REIT, Inc. 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

SMA 的 13F 持有人:2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數1623240+81
股數3,788 萬22.0 萬4,640 萬+874.4 萬 (+23.2%)
市值$14.2 億$819.2 萬$14.4 億+$1,896 萬 (+1.3%)

3 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(100 家)

2025 年第 4 季季末持有 SmartStop Self Storage REIT, Inc.、2025 年第 3 季季末沒有持有的機構。

2025 年第 4 季新進 SMA 的機構
機構股數市值佔組合 %
BNP PARIBAS ASSET MANAGEMENT Holding S.A.522,760$1,617 萬0.02%
Northwood Liquid Management LP505,613$1,564 萬0.98%
APG Asset Management US Inc.293,366$907.7 萬0.07%
Hudson Bay Capital Management LP225,751$698.5 萬0.04%
Prime Capital Investment Advisors, LLC144,312$446.5 萬0.05%
Susquehanna Portfolio Strategies, LLC137,584$425.7 萬0.07%
Commonwealth Equity Services, LLC135,609$419.6 萬0.01%
Merit Financial Group, LLC114,992$355.8 萬0.03%
RSM US Wealth Management LLC93,730$294.1 萬0.04%
Man Group plc87,054$269.3 萬0.01%
Premier Private Wealth Management LLC74,593$233.5 萬2.42%
Public Employees Retirement System of Ohio67,392$208.5 萬0.01%
PFG Investments, LLC57,931$179.2 萬0.08%
Squarepoint Ops LLC55,850$172.8 萬0.00%
AE Wealth Management LLC51,925$160.7 萬0.01%
Advisory Services Network, LLC49,864$154.3 萬0.02%
Beacon Capital Management, LLC40,981$126.8 萬0.20%
Arkadios Wealth Advisors40,695$125.9 萬0.02%
Thrivent Financial for Lutherans37,575$116.3 萬0.00%
Storebrand Asset Management AS36,479$112.9 萬0.00%
Lykos Global Management, LP35,000$108.3 萬0.77%
Blue Sky Capital Consultants Group, Inc.34,378$106.4 萬0.46%
XTX Topco Ltd34,222$105.9 萬0.03%
Engineers Gate Manager LP26,570$82.2 萬0.01%
Jacobs Levy Equity Management, Inc24,065$74.5 萬0.00%
Apollon Wealth Management, LLC22,142$68.5 萬0.01%
Etesian Wealth Advisors, Inc.21,673$67.1 萬0.21%
TrueWealth Advisors, LLC20,737$64.2 萬0.17%
AlphaCentric Advisors LLC20,000$61.9 萬0.62%
Allstate Corp18,766$58.1 萬0.01%
Wiley Bros.-Aintree Capital, LLC17,501$54.1 萬0.00%
EntryPoint Capital, LLC16,972$52.5 萬0.20%
J.W. Cole Advisors, Inc.32,849$52.2 萬0.01%
Valued Wealth Advisors LLC16,588$51.5 萬0.23%
Onyx Bridge Wealth Group LLC14,983$46.4 萬0.05%
Warren Averett Asset Management, LLC13,212$40.9 萬0.00%
Metis Global Partners, LLC13,098$40.5 萬0.01%
Sumitomo Mitsui DS Asset Management Company, Ltd12,997$40.2 萬0.00%
Jain Global LLC12,975$40.1 萬0.00%
Quartz Partners, LLC12,933$40.0 萬0.15%
AlTi Global, Inc.12,500$38.8 萬0.01%
OneAscent Wealth Management LLC12,548$38.8 萬0.13%
Kovack Advisors, Inc.12,498$38.7 萬0.02%
Brinker Capital Investments, LLC12,086$37.4 萬0.00%
Creative Planning11,941$36.9 萬0.00%
Entropy Technologies, LP11,749$36.4 萬0.02%
Prostatis Group LLC11,671$36.1 萬0.09%
Wealth Management Strategies, Inc.11,604$35.9 萬0.17%
Adapt Wealth Advisors, LLC11,392$35.2 萬0.12%
Integrated Wealthcare, LLC10,494$32.5 萬0.27%
BridgePort Financial Solutions, LLC9,990$30.9 萬0.08%
SG Americas Securities, LLC9,862$30.5 萬0.00%
Park Avenue Securities LLC9,522$29.5 萬0.00%
Raleigh Capital Management Inc.9,267$28.7 萬0.10%
Capital Advisors Inc9,076$28.1 萬0.00%
PharVision Advisers, LLC8,848$27.4 萬0.14%
Colony Group, LLC8,306$27.3 萬0.00%
Sequoia Financial Advisors, LLC8,372$25.9 萬0.00%
RFG Advisory, LLC8,186$25.3 萬0.00%
CX Institutional8,153$25.2 萬0.01%
State of Wyoming8,045$24.9 萬0.03%
Werba Rubin Papier Wealth Management8,002$24.8 萬0.07%
Mariner, LLC7,689$23.8 萬0.00%
Advisors Capital Management, LLC7,247$22.4 萬0.00%
M&T Bank Corp7,193$22.3 萬0.00%
First Trust Advisors LP7,003$21.7 萬0.00%
CI Private Wealth, LLC6,991$21.6 萬0.00%
Balboa Wealth Partners6,746$20.9 萬0.03%
Augustine Asset Management Inc6,512$20.1 萬0.04%
Triumph Capital Management5,485$17.0 萬0.04%
Signature Equity Partners, LLC5,193$16.1 萬0.09%
South State Corp.3,750$11.6 萬0.01%
Steward Partners Investment Advisory, LLC3,632$11.2 萬0.00%
GWM Advisors LLC2,643$8.18 萬0.00%
Silicon Valley Capital Partners2,278$7.05 萬0.01%
International Assets Investment Management, LLC2,180$6.74 萬0.00%
Newbridge Financial Services Group, Inc.2,095$6.48 萬0.01%
SageView Advisory Group, LLC1,960$6.06 萬0.00%
Bartlett & Co. Wealth Management LLC1,875$5.83 萬0.00%
Bogart Wealth, LLC1,600$4.95 萬0.00%
United Financial Planning Group LLC1,337$4.14 萬0.03%
Canton Hathaway, LLC1,250$3.87 萬0.01%
Imprint Wealth LLC1,250$3.87 萬0.18%
CoreCap Advisors, LLC1,209$3.74 萬0.00%
MAI Capital Management1,178$3.64 萬0.00%
Strategic Advocates LLC1,049$3.29 萬0.01%
CIBC Private Wealth Group, LLC1,017$3.15 萬0.00%
Assetmark, Inc1,014$3.14 萬0.00%
Anchor Investment Management, LLC1,000$3.09 萬0.00%
Northwestern Mutual Wealth Management Co886$2.74 萬0.00%
Beacon Capital Management, Inc.832$2.57 萬0.00%
Creative Financial Designs Inc819$2.53 萬0.00%
Prosperity Bancshares Inc629$1.95 萬0.02%
Frazier Financial Advisors, LLC404$1.25 萬0.01%
Aster Capital Management (DIFC) Ltd400$1.24 萬0.01%
Annis Gardner Whiting Capital Advisors, LLC346$1.08 萬0.00%
Los Angeles Capital Management LLC214$7,4900.00%
Clearstead Advisors, LLC185$5,7240.00%
DiNuzzo Private Wealth, Inc.179$5,5390.00%
Sunbelt Securities, Inc.100$3,0940.00%

清倉機構(19 家)

2025 年第 3 季季末持有 SmartStop Self Storage REIT, Inc.、2025 年第 4 季有申報但已經沒有持有的機構。

2025 年第 4 季清倉 SMA 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Gillson Capital LP413,127$1,555 萬
Point72 Asset Management, L.P.409,642$1,542 萬
Bamco Inc185,572$698.5 萬
Colony Capital, Inc.68,400$224.3 萬
Renaissance Technologies LLC40,580$152.7 萬
Jane Street Group, LLC33,746$127.0 萬
Citadel Advisors LLC22,033$82.9 萬
Capstone Investment Advisors, LLC15,867$59.7 萬
Ieq Capital, LLC11,763$44.3 萬
Prelude Capital Management, LLC9,600$36.1 萬
ProShare Advisors LLC5,338$20.1 萬
Caitong International Asset Management Co., Ltd494$1.86 萬
Cheviot Value Management, LLC497$1.85 萬
TD Private Client Wealth LLC91$3,425
United Community Bank1,525$1,541
Massmutual Trust Co FSB40$1,506
Fortitude Family Office, LLC14$527
Principal Securities, Inc.10$376
Summit Wealth Group LLC2,314–

尚未申報 2025 年第 4 季的機構(3 家)

2025 年第 3 季季末持有 SmartStop Self Storage REIT, Inc.、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 3 季持有 SMA、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
AXA Investment Managers S.A.197,901$744.9 萬
Fullcircle Wealth LLC21,537$73.6 萬
Point72 Europe (London) LLP206$7,764