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。
2026 年第 1 季 13F 持有人
SmartStop Self Storage REIT, Inc. 在 2026/3/31 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
- 256
- 較 2025 年第 4 季 +19 家
- 持有股數
- 5,063 萬
- 較 2025 年第 4 季 +780.6 萬 (+18.2%)
- 總市值
- $15.3 億
- 較 2025 年第 4 季 +$2.08 億 (+15.7%)
- 新進機構
- 58
- 另有 96 家加碼
- 清倉機構
- 39
- 另有 75 家減碼
另有 3 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 116,600 | $353.1 萬 | 0.00% | +14,326+14.0% | 加碼 |
| Merit Financial Group, LLC | 123,046 | $372.6 萬 | 0.03% | +8,054+7.0% | 加碼 |
| Commonwealth Equity Services, LLC | 130,324 | $394.6 萬 | 0.01% | −5,285−3.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 133,417 | $404.0 萬 | 0.01% | +2,294+1.7% | 加碼 |
| Brookfield Asset Management Inc. | 134,578 | $407.5 萬 | 0.01% | −184,160−57.8% | 減碼 |
| Prime Capital Investment Advisors, LLC | 146,063 | $442.3 萬 | 0.05% | +1,751+1.2% | 加碼 |
| Centaurus Financial, Inc. | 152,015 | $460.3 萬 | 0.22% | −15,193−9.1% | 減碼 |
| Peregrine Capital Management LLC | 157,994 | $478.4 萬 | 0.18% | +813+0.5% | 加碼 |
| Ameriprise Financial Inc | 159,713 | $483.6 萬 | 0.00% | +159,713 | 新進 |
| Polymer Capital Management (US) LLC | 171,140 | $518.2 萬 | 0.77% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 178,739 | $543.7 萬 | 0.07% | +85,009+90.7% | 加碼 |
| Ci Investments Inc. | 184,922 | $559.9 萬 | 0.03% | −20,251−9.9% | 減碼 |
| Kestra Advisory Services, LLC | 187,511 | $567.8 萬 | 0.02% | +4,817+2.6% | 加碼 |
| 1832 Asset Management L.P. | 187,700 | $568.4 萬 | 0.01% | +82,640+78.7% | 加碼 |
| SEI Investments Co | 188,147 | $569.7 萬 | 0.01% | +21,200+12.7% | 加碼 |
| Legal & General Group Plc | 195,304 | $591.4 萬 | 0.00% | +165,397+553.0% | 加碼 |
| Daiwa Securities Group Inc. | 199,748 | $604.8 萬 | 0.02% | −88,721−30.8% | 減碼 |
| Clearbridge Investments, LLC | 211,594 | $640.7 萬 | 0.01% | +27,594+15.0% | 加碼 |
| UBS Asset Management Americas Inc | 214,863 | $650.6 萬 | 0.00% | +189,879+760.0% | 加碼 |
| JPMorgan Chase & Co | 219,196 | $652.8 萬 | 0.00% | −204,463−48.3% | 減碼 |
| Bank of America Corp | 222,586 | $674.0 萬 | 0.00% | +77,479+53.4% | 加碼 |
| Chilton Capital Management LLC | 224,161 | $681.5 萬 | 0.24% | +12,122+5.7% | 加碼 |
| Bank of New York Mellon Corp | 231,115 | $699.8 萬 | 0.00% | +58,169+33.6% | 加碼 |
| Picton Mahoney Asset Management | 243,972 | $738.7 萬 | 0.08% | +56,623+30.2% | 加碼 |
| Janus Henderson Group PLC | 246,012 | $744.9 萬 | 0.00% | −166,106−40.3% | 減碼 |
| Hudson Bay Capital Management LP | 252,236 | $763.8 萬 | 0.05% | +26,485+11.7% | 加碼 |
| UBS Group AG | 271,516 | $822.2 萬 | 0.00% | +77,791+40.2% | 加碼 |
| LPL Financial LLC | 290,336 | $879.1 萬 | 0.00% | +28,844+11.0% | 加碼 |
| Cetera Investment Advisers | 316,180 | $957.4 萬 | 0.01% | −130,935−29.3% | 減碼 |
| Morgan Stanley | 343,955 | $1,041 萬 | 0.00% | +208,915+154.7% | 加碼 |
| Schroder Investment Management Group | 356,174 | $1,056 萬 | 0.01% | −68,481−16.1% | 減碼 |
| Vanguard Fiduciary Trust Co | 352,609 | $1,068 萬 | 0.00% | +352,609 | 新進 |
| Independent Financial Group, LLC | 369,641 | $1,119 萬 | 0.25% | +8,055+2.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 414,374 | $1,255 萬 | 0.01% | −108,386−20.7% | 減碼 |
| Northern Trust Corp | 540,342 | $1,636 萬 | 0.00% | +226,972+72.4% | 加碼 |
| Millennium Management LLC | 591,604 | $1,791 萬 | 0.01% | +307,762+108.4% | 加碼 |
| Zimmer Partners, LP | 600,000 | $1,817 萬 | 0.45% | −31,500−5.0% | 減碼 |
| Long Pond Capital, LP | 613,458 | $1,858 萬 | 1.90% | +613,458 | 新進 |
| Silvercrest Asset Management Group LLC | 732,744 | $2,219 萬 | 0.16% | −52,905−6.7% | 減碼 |
| Standard Life Aberdeen plc | 741,547 | $2,245 萬 | 0.04% | −225,389−23.3% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 801,910 | $2,428 萬 | 0.02% | +356,479+80.0% | 加碼 |
| Duff & Phelps Investment Management Co | 831,755 | $2,519 萬 | 0.26% | −267,945−24.4% | 減碼 |
| Charles Schwab Investment Management Inc | 846,639 | $2,564 萬 | 0.00% | +60,032+7.6% | 加碼 |
| Conversant Capital LLC | 857,715 | $2,597 萬 | 3.58% | +857,715 | 新進 |
| Massachusetts Financial Services Co | 981,442 | $2,972 萬 | 0.01% | +187,153+23.6% | 加碼 |
| Nuveen, LLC | 1,144,690 | $3,466 萬 | 0.01% | +601,571+110.8% | 加碼 |
| Goldentree Asset Management LP | 1,329,575 | $4,019 萬 | 2.38% | +163,500+14.0% | 加碼 |
| Geode Capital Management, LLC | 1,435,868 | $4,349 萬 | 0.00% | +429,316+42.7% | 加碼 |
| State Street Corp | 2,163,288 | $6,579 萬 | 0.00% | +1,016,884+88.7% | 加碼 |
| Vanguard Capital Management LLC | 2,179,238 | $6,599 萬 | 0.00% | +2,179,238 | 新進 |
| Prudential Financial Inc | 2,353,036 | $7,125 萬 | 0.09% | −598,369−20.3% | 減碼 |
| Principal Financial Group Inc | 2,596,133 | $7,861 萬 | 0.04% | +528,974+25.6% | 加碼 |
| Vanguard Portfolio Management LLC | 2,787,652 | $8,441 萬 | 0.00% | +2,787,652 | 新進 |
| Goldman Sachs Group Inc | 3,427,727 | $1.04 億 | 0.01% | +2,632,031+330.8% | 加碼 |
| BlackRock, Inc. | 5,142,310 | $1.56 億 | 0.00% | +1,672,088+48.2% | 加碼 |
| Price T Rowe Associates Inc | 5,969,543 | $1.81 億 | 0.02% | +55,864+0.9% | 加碼 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,414,451−100.0% | 清倉 |
| Northwood Liquid Management LP | 0 | $0 | 0.00% | −505,613−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −505,202−100.0% | 清倉 |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −371,785−100.0% | 清倉 |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −293,366−100.0% | 清倉 |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −148,332−100.0% | 清倉 |
| GSI Capital Advisors LLC | 0 | $0 | 0.00% | −124,919−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −105,000−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −55,850−100.0% | 清倉 |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −36,479−100.0% | 清倉 |
| Lykos Global Management, LP | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −24,065−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −22,383−100.0% | 清倉 |
| Onyx Bridge Wealth Group LLC | 0 | $0 | 0.00% | −14,983−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −12,975−100.0% | 清倉 |
| Quartz Partners, LLC | 0 | $0 | 0.00% | −12,933−100.0% | 清倉 |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −12,086−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,749−100.0% | 清倉 |
| Prostatis Group LLC | 0 | $0 | 0.00% | −11,671−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −11,473−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −9,522−100.0% | 清倉 |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −8,848−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −8,380−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −8,294−100.0% | 清倉 |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −8,186−100.0% | 清倉 |
| Werba Rubin Papier Wealth Management | 0 | $0 | 0.00% | −8,002−100.0% | 清倉 |
| Mariner, LLC | 0 | $0 | 0.00% | −7,689−100.0% | 清倉 |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −7,247−100.0% | 清倉 |
| Augustine Asset Management Inc | 0 | $0 | 0.00% | −6,512−100.0% | 清倉 |
| South State Corp. | 0 | $0 | 0.00% | −3,750−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −3,632−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,960−100.0% | 清倉 |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −1,049−100.0% | 清倉 |
| Amalgamated Bank | 0 | $0 | 0.00% | −981−100.0% | 清倉 |
| Beacon Capital Management, Inc. | 0 | $0 | 0.00% | −832−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −596−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |