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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 34,317 | $103.9 萬 | 0.00% | +15,350+80.9% | 加碼 |
| J.W. Cole Advisors, Inc. | 32,839 | $99.4 萬 | 0.03% | −100.0% | 減碼 |
| MetLife Investment Management | 32,062 | $97.1 萬 | 0.00% | +12,118+60.8% | 加碼 |
| Arkadios Wealth Advisors | 31,583 | $95.6 萬 | 0.02% | −9,112−22.4% | 減碼 |
| Advisor Group Holdings, Inc. | 30,720 | $93.0 萬 | 0.00% | −10,431−25.3% | 減碼 |
| Omers Administration Corp | 30,000 | $90.8 萬 | 0.01% | 00.0% | 不變 |
| Crossingbridge Advisors, LLC | 30,000 | $90.8 萬 | 0.16% | +10,000+50.0% | 加碼 |
| AlphaCentric Advisors LLC | 30,000 | $90.8 萬 | 0.91% | +10,000+50.0% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 29,757 | $90.1 萬 | 0.01% | −107,827−78.4% | 減碼 |
| CWM, LLC | 28,222 | $85.5 萬 | 0.00% | −2,264−7.4% | 減碼 |
| Citadel Advisors LLC | 26,826 | $81.2 萬 | 0.00% | +26,826 | 新進 |
| Private Capital Management, LLC | 26,500 | $80.2 萬 | 0.08% | +26,500 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 26,090 | $79.0 萬 | 0.00% | +11,565+79.6% | 加碼 |
| American Century Companies Inc | 25,080 | $75.9 萬 | 0.00% | −620,619−96.1% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,038 | $75.8 萬 | 0.00% | +25,038 | 新進 |
| Balyasny Asset Management LLC | 24,985 | $75.7 萬 | 0.00% | +24,985 | 新進 |
| Farther Finance Advisors, LLC | 24,677 | $75.1 萬 | 0.01% | +498+2.1% | 加碼 |
| Wesbanco Bank Inc | 24,500 | $74.2 萬 | 0.02% | +24,500 | 新進 |
| Resona Asset Management Co.,Ltd. | 24,524 | $73.1 萬 | 0.00% | +1,181+5.1% | 加碼 |
| Engineers Gate Manager LP | 23,750 | $71.9 萬 | 0.01% | −2,820−10.6% | 減碼 |
| Amundi | 23,586 | $71.4 萬 | 0.00% | +23,586 | 新進 |
| Manufacturers Life Insurance Company, The | 23,099 | $69.9 萬 | 0.00% | +4,830+26.4% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 22,583 | $68.4 萬 | 0.01% | −136,980−85.8% | 減碼 |
| Krilogy Financial LLC | 21,185 | $68.3 萬 | 0.02% | −71−0.3% | 減碼 |
| Beacon Capital Management, LLC | 22,266 | $67.4 萬 | 0.12% | −18,715−45.7% | 減碼 |
| Apollon Wealth Management, LLC | 22,142 | $67.0 萬 | 0.01% | 00.0% | 不變 |
| Vanguard Global Advisers, LLC | 21,947 | $66.5 萬 | 0.00% | +21,947 | 新進 |
| Susquehanna International Group, LLP | 21,518 | $65.2 萬 | 0.00% | +21,518 | 新進 |
| TrueWealth Advisors, LLC | 20,437 | $61.9 萬 | 0.16% | −300−1.4% | 減碼 |
| AQR Capital Management LLC | 19,637 | $59.5 萬 | 0.00% | +7,087+56.5% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 17,832 | $54.0 萬 | 0.00% | +331+1.9% | 加碼 |
| New York State Common Retirement Fund | 17,500 | $53.0 萬 | 0.00% | +8,500+94.4% | 加碼 |
| Paradigm Financial Partners, LLC | 17,052 | $51.6 萬 | 0.09% | −7,554−30.7% | 減碼 |
| Hazelview Securities Inc. | 16,990 | $51.4 萬 | 0.10% | +16,990 | 新進 |
| EntryPoint Capital, LLC | 16,972 | $51.4 萬 | 0.15% | 00.0% | 不變 |
| Valued Wealth Advisors LLC | 15,889 | $48.2 萬 | 0.20% | −699−4.2% | 減碼 |
| Barclays PLC | 15,225 | $46.1 萬 | 0.00% | −33,401−68.7% | 減碼 |
| Arizona State Retirement System | 15,202 | $46.0 萬 | 0.00% | +6,605+76.8% | 加碼 |
| SG Americas Securities, LLC | 14,558 | $44.1 萬 | 0.00% | +4,696+47.6% | 加碼 |
| Clare Market Investments LLC | 14,559 | $44.1 萬 | 0.09% | +14,559 | 新進 |
| Metis Global Partners, LLC | 14,507 | $43.9 萬 | 0.01% | +1,409+10.8% | 加碼 |
| Allstate Corp | 14,394 | $43.6 萬 | 0.00% | −4,372−23.3% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 14,170 | $42.9 萬 | 0.00% | +5,836+70.0% | 加碼 |
| Warren Averett Asset Management, LLC | 13,262 | $40.2 萬 | 0.00% | +50+0.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,997 | $39.4 萬 | 0.00% | 00.0% | 不變 |
| Etesian Wealth Advisors, Inc. | 12,643 | $38.3 萬 | 0.12% | −9,030−41.7% | 減碼 |
| AlTi Global, Inc. | 12,500 | $38.0 萬 | 0.01% | 00.0% | 不變 |
| OneAscent Wealth Management LLC | 12,548 | $38.0 萬 | 0.13% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 12,200 | $37.1 萬 | 0.00% | +5,700+87.7% | 加碼 |
| Capital Square, LLC | 11,159 | $36.2 萬 | 0.17% | +20.0% | 加碼 |
| UniSuper Management Pty Ltd | 11,500 | $34.8 萬 | 0.00% | +11,500 | 新進 |
| Adapt Wealth Advisors, LLC | 11,392 | $34.5 萬 | 0.12% | 00.0% | 不變 |
| Intech Investment Management LLC | 11,275 | $34.1 萬 | 0.00% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 10,973 | $33.4 萬 | 0.02% | −1,525−12.2% | 減碼 |
| Two Sigma Investments, LP | 10,900 | $33.0 萬 | 0.00% | −7,028−39.2% | 減碼 |
| Vestcor Inc | 10,900 | $33.0 萬 | 0.01% | +10,900 | 新進 |
| Northwest & Ethical Investments L.P. | 10,847 | $32.9 萬 | 0.01% | +972+9.8% | 加碼 |
| Creative Planning | 10,542 | $31.9 萬 | 0.00% | −1,399−11.7% | 減碼 |
| Integrated Wealthcare, LLC | 10,494 | $31.8 萬 | 0.27% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 11,199 | $31.6 萬 | 0.00% | +11,199 | 新進 |
| BridgePort Financial Solutions, LLC | 9,843 | $29.8 萬 | 0.08% | −147−1.5% | 減碼 |
| Wealth Management Strategies, Inc. | 9,807 | $29.7 萬 | 0.13% | −1,797−15.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 9,779 | $29.6 萬 | 0.00% | +1,407+16.8% | 加碼 |
| Castleview Partners, LLC | 9,590 | $29.0 萬 | 0.15% | −4,859−33.6% | 減碼 |
| Macquarie Group Ltd | 9,298 | $28.2 萬 | 0.00% | +9,298 | 新進 |
| M&T Bank Corp | 9,155 | $27.7 萬 | 0.00% | +1,962+27.3% | 加碼 |
| Pictet Asset Management Holding SA | 9,147 | $27.7 萬 | 0.00% | +9,147 | 新進 |
| Impact Partnership Wealth, LLC | 9,114 | $27.6 萬 | 0.03% | +9,114 | 新進 |
| Capital Advisors Inc | 9,076 | $27.5 萬 | 0.00% | 00.0% | 不變 |
| IFM Investors Pty Ltd | 9,032 | $27.3 萬 | 0.00% | +9,032 | 新進 |
| BlueChip Wealth Advisors LLC | 9,031 | $27.3 萬 | 0.12% | +9,031 | 新進 |
| Colony Group, LLC | 5,981 | $27.3 萬 | 0.00% | −2,325−28.0% | 減碼 |
| US Bancorp | 9,009 | $27.3 萬 | 0.00% | +201+2.3% | 加碼 |
| State of Wyoming | 8,783 | $26.6 萬 | 0.03% | +738+9.2% | 加碼 |
| MML Investors Services, LLC | 8,719 | $26.4 萬 | 0.00% | −38,191−81.4% | 減碼 |
| Nissay Asset Management Corp | 8,503 | $25.7 萬 | 0.00% | +8,503 | 新進 |
| Balboa Wealth Partners | 8,243 | $25.0 萬 | 0.04% | +1,497+22.2% | 加碼 |
| CX Institutional | 8,153 | $24.7 萬 | 0.01% | 00.0% | 不變 |
| ProShare Advisors LLC | 8,067 | $24.4 萬 | 0.00% | +8,067 | 新進 |
| Bayforest Capital Ltd | 7,942 | $24.0 萬 | 0.27% | +7,942 | 新進 |
| Silver Oak Securities, Inc | 7,094 | $21.5 萬 | 0.02% | −25−0.4% | 減碼 |
| Voya Investment Management LLC | 7,076 | $21.4 萬 | 0.00% | +7,076 | 新進 |
| First Trust Advisors LP | 7,031 | $21.3 萬 | 0.00% | +28+0.4% | 加碼 |
| CI Private Wealth, LLC | 6,981 | $21.1 萬 | 0.00% | −10−0.1% | 減碼 |
| Gross & Hartman Investments LLC | 6,729 | $20.4 萬 | 0.11% | +6,729 | 新進 |
| Safe Harbor Family Capital, LLC | 6,729 | $20.4 萬 | 0.16% | +6,729 | 新進 |
| Cerity Partners LLC | 6,713 | $20.3 萬 | 0.00% | −1,934−22.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 6,699 | $20.3 萬 | 0.00% | +6,699 | 新進 |
| Prosperitas Financial LLC | 6,630 | $20.1 萬 | 0.07% | +6,630 | 新進 |
| Signature Equity Partners, LLC | 5,193 | $15.7 萬 | 0.08% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 5,059 | $15.2 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 4,802 | $14.5 萬 | 0.01% | −9,463−66.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,555 | $13.8 萬 | 0.00% | +1,947+74.7% | 加碼 |
| Triumph Capital Management | 4,530 | $13.8 萬 | 0.03% | −955−17.4% | 減碼 |
| FMR LLC | 4,314 | $13.1 萬 | 0.00% | +2,804+185.7% | 加碼 |
| Rossby Financial, LCC | 4,084 | $12.4 萬 | 0.03% | −3,102−43.2% | 減碼 |
| Sound Income Strategies, LLC | 3,868 | $11.8 萬 | 0.01% | −19,426−83.4% | 減碼 |
| Nisa Investment Advisors, LLC | 3,323 | $10.1 萬 | 0.00% | −10.0% | 減碼 |
| FIL Ltd | 2,886 | $8.74 萬 | 0.00% | +2,886 | 新進 |
| Raleigh Capital Management Inc. | 2,671 | $8.09 萬 | 0.03% | −6,596−71.2% | 減碼 |