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 13F 持有人
SmartStop Self Storage REIT, Inc. 在 2025/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 240
- 較 2025 年第 3 季 +81 家
- 持有股數
- 4,640 萬
- 較 2025 年第 3 季 +874.4 萬 (+23.2%)
- 總市值
- $14.4 億
- 較 2025 年第 3 季 +$1,896 萬 (+1.3%)
- 新進機構
- 100
- 另有 79 家加碼
- 清倉機構
- 19
- 另有 51 家減碼
另有 3 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SMA 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 261 | $16.7 億 |
| 2026 年第 1 季 | 256 | $15.3 億 |
| 2025 年第 4 季 | 240 | $14.4 億 |
| 2025 年第 3 季 | 162 | $14.2 億 |
| 2025 年第 2 季 | 124 | $13.8 億 |
| 2025 年第 1 季 | 0 | $0 |
| 2024 年第 4 季 | 0 | $0 |
| 2024 年第 3 季 | 0 | $0 |
| 2024 年第 2 季 | 0 | $0 |
| 2024 年第 1 季 | 0 | $0 |
| 2023 年第 4 季 | 1 | $7.60 萬 |
| 2023 年第 3 季 | 1 | $7.60 萬 |
| 2023 年第 2 季 | 1 | $7.60 萬 |
| 2023 年第 1 季 | 3 | $30.4 萬 |
| 2022 年第 4 季 | 2 | $32.2 萬 |
| 2022 年第 3 季 | 3 | $34.4 萬 |
| 2022 年第 2 季 | 3 | $37.6 萬 |
| 2022 年第 1 季 | 4 | $67.4 萬 |
| 2021 年第 4 季 | 5 | $378.6 萬 |
| 2021 年第 3 季 | 4 | $300.8 萬 |
| 2021 年第 2 季 | 3 | $111.3 萬 |
| 2021 年第 1 季 | 3 | $234.9 萬 |
2025 年第 4 季持有機構
每家機構持有 SmartStop Self Storage REIT, Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 12,550 | $38.8 萬 | 0.00% | −39,929−76.1% | 減碼 |
| AlTi Global, Inc. | 12,500 | $38.8 萬 | 0.01% | +12,500 | 新進 |
| Quartz Partners, LLC | 12,933 | $40.0 萬 | 0.15% | +12,933 | 新進 |
| Jain Global LLC | 12,975 | $40.1 萬 | 0.00% | +12,975 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,997 | $40.2 萬 | 0.00% | +12,997 | 新進 |
| Metis Global Partners, LLC | 13,098 | $40.5 萬 | 0.01% | +13,098 | 新進 |
| Warren Averett Asset Management, LLC | 13,212 | $40.9 萬 | 0.00% | +13,212 | 新進 |
| Quantbot Technologies LP | 14,265 | $44.1 萬 | 0.01% | −39,364−73.4% | 減碼 |
| Castleview Partners, LLC | 14,449 | $44.7 萬 | 0.22% | −280−1.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 14,525 | $44.9 萬 | 0.00% | +24+0.2% | 加碼 |
| Onyx Bridge Wealth Group LLC | 14,983 | $46.4 萬 | 0.05% | +14,983 | 新進 |
| Valued Wealth Advisors LLC | 16,588 | $51.5 萬 | 0.23% | +16,588 | 新進 |
| J.W. Cole Advisors, Inc. | 32,849 | $52.2 萬 | 0.01% | +32,849 | 新進 |
| EntryPoint Capital, LLC | 16,972 | $52.5 萬 | 0.20% | +16,972 | 新進 |
| Quantinno Capital Management LP | 17,091 | $52.9 萬 | 0.00% | +10,860+174.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 17,501 | $54.1 萬 | 0.00% | +17,501 | 新進 |
| Two Sigma Investments, LP | 17,928 | $55.5 萬 | 0.00% | −43,539−70.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 18,269 | $56.5 萬 | 0.00% | +5,901+47.7% | 加碼 |
| Allstate Corp | 18,766 | $58.1 萬 | 0.01% | +18,766 | 新進 |
| State of Wisconsin Investment Board | 18,967 | $58.7 萬 | 0.00% | −1,716−8.3% | 減碼 |
| MetLife Investment Management | 19,944 | $61.7 萬 | 0.00% | +671+3.5% | 加碼 |
| AlphaCentric Advisors LLC | 20,000 | $61.9 萬 | 0.62% | +20,000 | 新進 |
| Crossingbridge Advisors, LLC | 20,000 | $63.0 萬 | 0.18% | +15,000+300.0% | 加碼 |
| TrueWealth Advisors, LLC | 20,737 | $64.2 萬 | 0.17% | +20,737 | 新進 |
| Stifel Financial Corp | 21,254 | $65.8 萬 | 0.00% | +2,059+10.7% | 加碼 |
| Etesian Wealth Advisors, Inc. | 21,673 | $67.1 萬 | 0.21% | +21,673 | 新進 |
| Krilogy Financial LLC | 21,256 | $67.2 萬 | 0.02% | −347−1.6% | 減碼 |
| Apollon Wealth Management, LLC | 22,142 | $68.5 萬 | 0.01% | +22,142 | 新進 |
| Allspring Global Investments Holdings, LLC | 22,383 | $68.9 萬 | 0.00% | −524,982−95.9% | 減碼 |
| Invesco Ltd. | 22,940 | $71.0 萬 | 0.00% | +1,956+9.3% | 加碼 |
| Resona Asset Management Co.,Ltd. | 23,343 | $72.9 萬 | 0.00% | +9,740+71.6% | 加碼 |
| Jacobs Levy Equity Management, Inc | 24,065 | $74.5 萬 | 0.00% | +24,065 | 新進 |
| Farther Finance Advisors, LLC | 24,179 | $74.8 萬 | 0.01% | +24,164+161,093.3% | 加碼 |
| Paradigm Financial Partners, LLC | 24,606 | $76.1 萬 | 0.08% | +17,041+225.3% | 加碼 |
| UBS Asset Management Americas Inc | 24,984 | $77.3 萬 | 0.00% | −6,116−19.7% | 減碼 |
| Sound Income Strategies, LLC | 23,294 | $78.4 萬 | 0.04% | −6,115−20.8% | 減碼 |
| Engineers Gate Manager LP | 26,570 | $82.2 萬 | 0.01% | +26,570 | 新進 |
| State of Alaska, Department of Revenue | 29,441 | $90.9 萬 | 0.01% | +14,297+94.4% | 加碼 |
| California State Teachers Retirement System | 29,679 | $91.8 萬 | 0.00% | +154+0.5% | 加碼 |
| Legal & General Group Plc | 29,907 | $92.5 萬 | 0.00% | −70−0.2% | 減碼 |
| Omers Administration Corp | 30,000 | $92.8 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 30,486 | $94.3 萬 | 0.00% | +26,934+758.3% | 加碼 |
| Alliancebernstein L.P. | 32,716 | $101.2 萬 | 0.00% | +3,916+13.6% | 加碼 |
| XTX Topco Ltd | 34,222 | $105.9 萬 | 0.03% | +34,222 | 新進 |
| Blue Sky Capital Consultants Group, Inc. | 34,378 | $106.4 萬 | 0.46% | +34,378 | 新進 |
| Lykos Global Management, LP | 35,000 | $108.3 萬 | 0.77% | +35,000 | 新進 |
| Storebrand Asset Management AS | 36,479 | $112.9 萬 | 0.00% | +36,479 | 新進 |
| Thrivent Financial for Lutherans | 37,575 | $116.3 萬 | 0.00% | +37,575 | 新進 |
| Rhumbline Advisers | 37,981 | $117.5 萬 | 0.00% | −5,739−13.1% | 減碼 |
| Arkadios Wealth Advisors | 40,695 | $125.9 萬 | 0.02% | +40,695 | 新進 |
| Beacon Capital Management, LLC | 40,981 | $126.8 萬 | 0.20% | +40,981 | 新進 |
| Advisor Group Holdings, Inc. | 41,151 | $127.3 萬 | 0.00% | +39,622+2,591.4% | 加碼 |
| Captrust Financial Advisors | 41,511 | $128.4 萬 | 0.00% | +35,981+650.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43,442 | $133.6 萬 | 0.00% | +20,436+88.8% | 加碼 |
| MML Investors Services, LLC | 46,910 | $145.1 萬 | 0.00% | +29,986+177.2% | 加碼 |
| Barclays PLC | 48,626 | $150.4 萬 | 0.00% | −11,617−19.3% | 減碼 |
| Citigroup Inc | 49,812 | $154.1 萬 | 0.00% | +47,463+2,020.6% | 加碼 |
| Advisory Services Network, LLC | 49,864 | $154.3 萬 | 0.02% | +49,864 | 新進 |
| AE Wealth Management LLC | 51,925 | $160.7 萬 | 0.01% | +51,925 | 新進 |
| Royal Bank of Canada | 52,997 | $163.9 萬 | 0.00% | +8,233+18.4% | 加碼 |
| Squarepoint Ops LLC | 55,850 | $172.8 萬 | 0.00% | +55,850 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 57,419 | $177.7 萬 | 0.00% | +23,145+67.5% | 加碼 |
| PFG Investments, LLC | 57,931 | $179.2 萬 | 0.08% | +57,931 | 新進 |
| Swiss National Bank | 61,300 | $189.7 萬 | 0.00% | +1,100+1.8% | 加碼 |
| Sequent Planning LLC | 65,049 | $201.3 萬 | 0.51% | +40,308+162.9% | 加碼 |
| Wells Fargo & Company | 66,600 | $206.1 萬 | 0.00% | +40,362+153.8% | 加碼 |
| Public Employees Retirement System of Ohio | 67,392 | $208.5 萬 | 0.01% | +67,392 | 新進 |
| Premier Private Wealth Management LLC | 74,593 | $233.5 萬 | 2.42% | +74,593 | 新進 |
| Asset Management One Co.,Ltd. | 76,778 | $239.9 萬 | 0.01% | +33,158+76.0% | 加碼 |
| Nomura Asset Management Co Ltd | 82,620 | $255.6 萬 | 0.01% | +37,600+83.5% | 加碼 |
| Man Group plc | 87,054 | $269.3 萬 | 0.01% | +87,054 | 新進 |
| Raymond James Financial Inc | 94,167 | $291.4 萬 | 0.00% | +10,957+13.2% | 加碼 |
| RSM US Wealth Management LLC | 93,730 | $294.1 萬 | 0.04% | +93,730 | 新進 |
| Franklin Resources Inc | 95,964 | $296.9 萬 | 0.00% | +39,807+70.9% | 加碼 |
| Ghisallo Capital Management LLC | 100,000 | $309.4 萬 | 0.14% | −200,000−66.7% | 減碼 |
| Envestnet Asset Management Inc | 102,274 | $316.4 萬 | 0.00% | −4,025−3.8% | 減碼 |
| STRS Ohio | 103,500 | $320.2 萬 | 0.01% | +2,600+2.6% | 加碼 |
| Walleye Capital LLC | 105,000 | $324.9 萬 | 0.02% | −75,356−41.8% | 減碼 |
| 1832 Asset Management L.P. | 105,060 | $325.1 萬 | 0.00% | −76,200−42.0% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 108,273 | $335.0 萬 | 0.09% | +30,158+38.6% | 加碼 |
| Merit Financial Group, LLC | 114,992 | $355.8 萬 | 0.03% | +114,992 | 新進 |
| GSI Capital Advisors LLC | 124,919 | $386.5 萬 | 2.16% | −72,533−36.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 131,123 | $405.7 萬 | 0.01% | +124,474+1,872.1% | 加碼 |
| Morgan Stanley | 135,040 | $417.8 萬 | 0.00% | +22,831+20.3% | 加碼 |
| Commonwealth Equity Services, LLC | 135,609 | $419.6 萬 | 0.01% | +135,609 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 137,584 | $425.7 萬 | 0.07% | +137,584 | 新進 |
| Prime Capital Investment Advisors, LLC | 144,312 | $446.5 萬 | 0.05% | +144,312 | 新進 |
| Bank of America Corp | 145,107 | $449.0 萬 | 0.00% | −66,894−31.6% | 減碼 |
| Freestone Grove Partners LP | 148,332 | $458.9 萬 | 0.03% | −20,341−12.1% | 減碼 |
| Peregrine Capital Management LLC | 157,181 | $486.3 萬 | 0.15% | +7,926+5.3% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 159,563 | $493.7 萬 | 0.05% | +65,967+70.5% | 加碼 |
| SEI Investments Co | 166,947 | $516.5 萬 | 0.01% | +33,650+25.2% | 加碼 |
| Centaurus Financial, Inc. | 167,208 | $517.3 萬 | 0.24% | +163,388+4,277.2% | 加碼 |
| Polymer Capital Management (US) LLC | 171,140 | $529.5 萬 | 0.68% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 172,946 | $535.1 萬 | 0.00% | +78,324+82.8% | 加碼 |
| Kestra Advisory Services, LLC | 182,694 | $565.3 萬 | 0.02% | +164,762+918.8% | 加碼 |
| Clearbridge Investments, LLC | 184,000 | $569.3 萬 | 0.00% | −14,977−7.5% | 減碼 |
| Picton Mahoney Asset Management | 187,349 | $579.7 萬 | 0.06% | +5,208+2.9% | 加碼 |
| UBS Group AG | 193,725 | $599.4 萬 | 0.00% | −66,062−25.4% | 減碼 |
| Lighthouse Investment Partners, LLC | 200,000 | $618.8 萬 | 0.21% | +136,000+212.5% | 加碼 |