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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 29,907 | $92.5 萬 | 0.00% | −70−0.2% | 減碼 |
| California State Teachers Retirement System | 29,679 | $91.8 萬 | 0.00% | +154+0.5% | 加碼 |
| State of Alaska, Department of Revenue | 29,441 | $90.9 萬 | 0.01% | +14,297+94.4% | 加碼 |
| Engineers Gate Manager LP | 26,570 | $82.2 萬 | 0.01% | +26,570 | 新進 |
| Sound Income Strategies, LLC | 23,294 | $78.4 萬 | 0.04% | −6,115−20.8% | 減碼 |
| UBS Asset Management Americas Inc | 24,984 | $77.3 萬 | 0.00% | −6,116−19.7% | 減碼 |
| Paradigm Financial Partners, LLC | 24,606 | $76.1 萬 | 0.08% | +17,041+225.3% | 加碼 |
| Farther Finance Advisors, LLC | 24,179 | $74.8 萬 | 0.01% | +24,164+161,093.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 24,065 | $74.5 萬 | 0.00% | +24,065 | 新進 |
| Resona Asset Management Co.,Ltd. | 23,343 | $72.9 萬 | 0.00% | +9,740+71.6% | 加碼 |
| Invesco Ltd. | 22,940 | $71.0 萬 | 0.00% | +1,956+9.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 22,383 | $68.9 萬 | 0.00% | −524,982−95.9% | 減碼 |
| Apollon Wealth Management, LLC | 22,142 | $68.5 萬 | 0.01% | +22,142 | 新進 |
| Krilogy Financial LLC | 21,256 | $67.2 萬 | 0.02% | −347−1.6% | 減碼 |
| Etesian Wealth Advisors, Inc. | 21,673 | $67.1 萬 | 0.21% | +21,673 | 新進 |
| Stifel Financial Corp | 21,254 | $65.8 萬 | 0.00% | +2,059+10.7% | 加碼 |
| TrueWealth Advisors, LLC | 20,737 | $64.2 萬 | 0.17% | +20,737 | 新進 |
| Crossingbridge Advisors, LLC | 20,000 | $63.0 萬 | 0.18% | +15,000+300.0% | 加碼 |
| AlphaCentric Advisors LLC | 20,000 | $61.9 萬 | 0.62% | +20,000 | 新進 |
| MetLife Investment Management | 19,944 | $61.7 萬 | 0.00% | +671+3.5% | 加碼 |
| State of Wisconsin Investment Board | 18,967 | $58.7 萬 | 0.00% | −1,716−8.3% | 減碼 |
| Allstate Corp | 18,766 | $58.1 萬 | 0.01% | +18,766 | 新進 |
| Manufacturers Life Insurance Company, The | 18,269 | $56.5 萬 | 0.00% | +5,901+47.7% | 加碼 |
| Two Sigma Investments, LP | 17,928 | $55.5 萬 | 0.00% | −43,539−70.8% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 17,501 | $54.1 萬 | 0.00% | +17,501 | 新進 |
| Quantinno Capital Management LP | 17,091 | $52.9 萬 | 0.00% | +10,860+174.3% | 加碼 |
| EntryPoint Capital, LLC | 16,972 | $52.5 萬 | 0.20% | +16,972 | 新進 |
| J.W. Cole Advisors, Inc. | 32,849 | $52.2 萬 | 0.01% | +32,849 | 新進 |
| Valued Wealth Advisors LLC | 16,588 | $51.5 萬 | 0.23% | +16,588 | 新進 |
| Onyx Bridge Wealth Group LLC | 14,983 | $46.4 萬 | 0.05% | +14,983 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 14,525 | $44.9 萬 | 0.00% | +24+0.2% | 加碼 |
| Castleview Partners, LLC | 14,449 | $44.7 萬 | 0.22% | −280−1.9% | 減碼 |
| Quantbot Technologies LP | 14,265 | $44.1 萬 | 0.01% | −39,364−73.4% | 減碼 |
| Warren Averett Asset Management, LLC | 13,212 | $40.9 萬 | 0.00% | +13,212 | 新進 |
| Metis Global Partners, LLC | 13,098 | $40.5 萬 | 0.01% | +13,098 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,997 | $40.2 萬 | 0.00% | +12,997 | 新進 |
| Jain Global LLC | 12,975 | $40.1 萬 | 0.00% | +12,975 | 新進 |
| Quartz Partners, LLC | 12,933 | $40.0 萬 | 0.15% | +12,933 | 新進 |
| AlTi Global, Inc. | 12,500 | $38.8 萬 | 0.01% | +12,500 | 新進 |
| AQR Capital Management LLC | 12,550 | $38.8 萬 | 0.00% | −39,929−76.1% | 減碼 |
| OneAscent Wealth Management LLC | 12,548 | $38.8 萬 | 0.13% | +12,548 | 新進 |
| Kovack Advisors, Inc. | 12,498 | $38.7 萬 | 0.02% | +12,498 | 新進 |
| Brinker Capital Investments, LLC | 12,086 | $37.4 萬 | 0.00% | +12,086 | 新進 |
| Creative Planning | 11,941 | $36.9 萬 | 0.00% | +11,941 | 新進 |
| Entropy Technologies, LP | 11,749 | $36.4 萬 | 0.02% | +11,749 | 新進 |
| Prostatis Group LLC | 11,671 | $36.1 萬 | 0.09% | +11,671 | 新進 |
| Wealth Management Strategies, Inc. | 11,604 | $35.9 萬 | 0.17% | +11,604 | 新進 |
| Voloridge Investment Management, LLC | 11,473 | $35.5 萬 | 0.00% | −1,883−14.1% | 減碼 |
| Adapt Wealth Advisors, LLC | 11,392 | $35.2 萬 | 0.12% | +11,392 | 新進 |
| Intech Investment Management LLC | 11,275 | $34.9 萬 | 0.00% | +2,158+23.7% | 加碼 |
| Capital Square, LLC | 11,157 | $34.5 萬 | 0.18% | −3,798−25.4% | 減碼 |
| Integrated Wealthcare, LLC | 10,494 | $32.5 萬 | 0.27% | +10,494 | 新進 |
| Northwest & Ethical Investments L.P. | 9,875 | $31.0 萬 | 0.01% | −1,075−9.8% | 減碼 |
| BridgePort Financial Solutions, LLC | 9,990 | $30.9 萬 | 0.08% | +9,990 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,900 | $30.6 萬 | 0.00% | +3,000+43.5% | 加碼 |
| SG Americas Securities, LLC | 9,862 | $30.5 萬 | 0.00% | +9,862 | 新進 |
| Park Avenue Securities LLC | 9,522 | $29.5 萬 | 0.00% | +9,522 | 新進 |
| Raleigh Capital Management Inc. | 9,267 | $28.7 萬 | 0.10% | +9,267 | 新進 |
| Capital Advisors Inc | 9,076 | $28.1 萬 | 0.00% | +9,076 | 新進 |
| New York State Common Retirement Fund | 9,000 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| PharVision Advisers, LLC | 8,848 | $27.4 萬 | 0.14% | +8,848 | 新進 |
| Colony Group, LLC | 8,306 | $27.3 萬 | 0.00% | +8,306 | 新進 |
| US Bancorp | 8,808 | $27.3 萬 | 0.00% | −20.0% | 減碼 |
| Cerity Partners LLC | 8,647 | $26.8 萬 | 0.00% | −4,436−33.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 8,380 | $26.7 萬 | 0.00% | +2,792+50.0% | 加碼 |
| Arizona State Retirement System | 8,597 | $26.6 萬 | 0.00% | −568−6.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 8,372 | $25.9 萬 | 0.00% | +8,372 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 8,334 | $25.8 萬 | 0.00% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 8,294 | $25.8 萬 | 0.00% | 00.0% | 不變 |
| RFG Advisory, LLC | 8,186 | $25.3 萬 | 0.00% | +8,186 | 新進 |
| CX Institutional | 8,153 | $25.2 萬 | 0.01% | +8,153 | 新進 |
| State of Wyoming | 8,045 | $24.9 萬 | 0.03% | +8,045 | 新進 |
| Werba Rubin Papier Wealth Management | 8,002 | $24.8 萬 | 0.07% | +8,002 | 新進 |
| BNP Paribas Arbitrage, SA | 7,787 | $24.1 萬 | 0.00% | +1,305+20.1% | 加碼 |
| Mariner, LLC | 7,689 | $23.8 萬 | 0.00% | +7,689 | 新進 |
| Advisors Capital Management, LLC | 7,247 | $22.4 萬 | 0.00% | +7,247 | 新進 |
| Silver Oak Securities, Inc | 7,119 | $22.3 萬 | 0.02% | +2,680+60.4% | 加碼 |
| M&T Bank Corp | 7,193 | $22.3 萬 | 0.00% | +7,193 | 新進 |
| Rossby Financial, LCC | 7,186 | $22.2 萬 | 0.07% | +497+7.4% | 加碼 |
| First Trust Advisors LP | 7,003 | $21.7 萬 | 0.00% | +7,003 | 新進 |
| CI Private Wealth, LLC | 6,991 | $21.6 萬 | 0.00% | +6,991 | 新進 |
| Balboa Wealth Partners | 6,746 | $20.9 萬 | 0.03% | +6,746 | 新進 |
| KLP Kapitalforvaltning AS | 6,500 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| Augustine Asset Management Inc | 6,512 | $20.1 萬 | 0.04% | +6,512 | 新進 |
| Triumph Capital Management | 5,485 | $17.0 萬 | 0.04% | +5,485 | 新進 |
| Signature Equity Partners, LLC | 5,193 | $16.1 萬 | 0.09% | +5,193 | 新進 |
| Jones Financial Companies LLLP | 5,059 | $15.7 萬 | 0.00% | +5,026+15,230.3% | 加碼 |
| IFP Advisors, Inc | 3,753 | $11.6 萬 | 0.00% | +3,720+11,272.7% | 加碼 |
| South State Corp. | 3,750 | $11.6 萬 | 0.01% | +3,750 | 新進 |
| Steward Partners Investment Advisory, LLC | 3,632 | $11.2 萬 | 0.00% | +3,632 | 新進 |
| Nisa Investment Advisors, LLC | 3,324 | $10.3 萬 | 0.00% | −728−18.0% | 減碼 |
| GWM Advisors LLC | 2,643 | $8.18 萬 | 0.00% | +2,643 | 新進 |
| Ameritas Investment Partners, Inc. | 2,608 | $8.07 萬 | 0.00% | 00.0% | 不變 |
| Silicon Valley Capital Partners | 2,278 | $7.05 萬 | 0.01% | +2,278 | 新進 |
| International Assets Investment Management, LLC | 2,180 | $6.74 萬 | 0.00% | +2,180 | 新進 |
| Newbridge Financial Services Group, Inc. | 2,095 | $6.48 萬 | 0.01% | +2,095 | 新進 |
| Tower Research Capital LLC (TRC) | 2,030 | $6.28 萬 | 0.00% | −404−16.6% | 減碼 |
| SageView Advisory Group, LLC | 1,960 | $6.06 萬 | 0.00% | +1,960 | 新進 |
| Bartlett & Co. Wealth Management LLC | 1,875 | $5.83 萬 | 0.00% | +1,875 | 新進 |
| Sterling Capital Management LLC | 1,798 | $5.56 萬 | 0.00% | −364−16.8% | 減碼 |