Smartstop Self Storage REITSMA

13F holders, Q2 2026 (June 30)
261holders +5
33new positions
29sold out
4famous investors
$32.51avg. 13F price*

At the end of Q2 2026, 261 institutions reported holding Smartstop Self Storage REIT (SMA) in their 13F filings, up 5 from Q1 2026. 33 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($176.0M), T. Rowe Price Associates Inc. ($171.3M) and Principal Financial Group Inc. ($104.2M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Smartstop Self Storage REIT
CUSIP
83192D402
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q2 2025: 124Q2 2025Q3 2025: 161Q3 2025Q4 2025: 240Q4 2025Q1 2026: 256Q1 2026Q2 2026: 261Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions33$140.3M
Exits29$53.9M

All 13F filers, Q1 2026 → Q2 2026: 7,682,480 shares bought and 8,336,776 shares sold, net −654,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 261 holders

BlackRock, Inc. 0.00% Add +5.3% 5,416,274 $176.0M
T. Rowe Price Associates Inc. 0.02% Reduce -11.7% 5,270,721 $171.3M
Principal Financial Group Inc. 0.05% Add +23.5% 3,205,785 $104.2M
Vanguard Portfolio Management LLC 0.00% Add +4.0% 2,899,665 $94.2M
Goldman Sachs Group Inc. 0.01% Reduce -19.9% 2,744,749 $89.2M
Vanguard Capital Management LLC 0.00% Add +8.6% 2,367,053 $76.9M
State Street Corp. 0.00% Add +3.8% 2,244,402 $73.2M
Norges Bank 0.01% — 1,630,366 $53.0M
Geode Capital Management, LLC 0.00% Add +9.6% 1,574,206 $51.2M
Centersquare Investment Management LLC 0.39% New 1,415,860 $46.0M
T. Rowe Price Investment Management, Inc. 0.02% Add +34.7% 1,079,954 $35.1M
Prudential Financial Inc. 0.04% Reduce -56.0% 1,034,596 $33.6M
Duff & Phelps Investment Management Co. 0.30% Add +16.3% 967,028 $31.4M
Alyeska Investment Group, L.P. 0.08% New 956,577 $31.1M
Massachusetts Financial Services Co. 0.01% Reduce -5.0% 932,759 $30.3M
Charles Schwab Investment Management Inc. 0.00% Add +5.9% 896,899 $29.1M
Irenic Capital Management LP 2.05% New 876,608 $28.5M
Nuveen, LLC 0.01% Reduce -25.6% 851,253 $27.7M
Silvercrest Asset Management Group LLC 0.14% Reduce -7.8% 675,774 $22.0M
Northern Trust Corp. 0.00% Add +7.3% 579,922 $18.8M
Goldentree Asset Management LP 0.95% Reduce -62.3% 501,768 $16.3M
Long Pond Capital, LP 1.52% Reduce -27.5% 444,839 $14.5M
Zimmer Partners, LP 0.34% Reduce -27.1% 437,500 $14.2M
LPL Financial LLC 0.00% Add +34.3% 389,780 $12.7M
Schroder Investment Management Group 0.01% Add +5.5% 375,764 $12.3M
Independent Financial Group, LLC 0.23% Add +1.4% 374,632 $12.2M
Vanguard Fiduciary Trust Co. 0.00% Add +4.9% 369,899 $12.0M
Aberdeen Group plc 0.02% Reduce -53.0% 348,725 $11.3M
Cetera Investment Advisers 0.01% Reduce -4.0% 303,577 $9.9M
UBS Group AG 0.00% Reduce -2.5% 264,581 $8.6M
JPMorgan Chase & Co. 0.00% Add +18.4% 259,427 $8.5M
Bank of New York Mellon Corp 0.00% Add +8.4% 250,469 $8.1M
Susquehanna International Group, LLP 0.01% Add +1052.0% 247,877 $8.1M
Bank of America Corp. 0.00% Add +8.3% 241,155 $7.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +10.2% 236,822 $7.7M
Picton Mahoney Asset Management 0.07% Reduce -4.8% 232,347 $7.6M
Cohen & Steers, Inc. 0.01% New 231,241 $7.5M
Ameriprise Financial Inc. 0.00% Add +43.3% 228,854 $7.4M
Chilton Capital Management LLC 0.22% Reduce -3.1% 217,244 $7.1M
Clearbridge Investments, LLC 0.01% Add +0.1% 211,712 $6.9M
1832 Asset Management L.P. 0.01% Add +9.0% 204,658 $6.7M
Choreo, LLC 0.07% Add +12.3% 200,728 $6.5M
Morgan Stanley 0.00% Reduce -42.8% 196,846 $6.4M
Legal & General Group Plc 0.00% Add +0.3% 195,963 $6.4M
Lighthouse Investment Partners, LLC 0.19% Add +74.6% 191,173 $6.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -53.9% 191,007 $6.2M
DigitalBridge Group, Inc. 0.36% New 182,200 $5.9M
Argosy-Lionbridge Management, LLC 3.61% New 176,787 $5.7M
Sei Investments Co. 0.00% Reduce -8.3% 172,447 $5.6M
Quantinno Capital Management LP 0.01% Add +68.3% 158,096 $5.1M
Citadel Advisors 0.00% Add +481.0% 155,868 $5.1M
Peregrine Capital Management LLC 0.15% Reduce -8.2% 145,029 $4.7M
Raymond James Financial Inc. 0.00% Add +62.0% 135,326 $4.4M
Prime Capital Investment Advisors, LLC 0.04% Reduce -16.2% 122,372 $4.0M
Centaurus Financial, Inc. 0.15% Reduce -20.0% 121,645 $4.0M
Russell Investments Group, Ltd. 0.00% Add +18.4% 119,731 $3.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -11.5% 118,075 $3.8M
Merit Financial Group, LLC 0.02% Reduce -4.9% 116,966 $3.8M
Stifel Financial Corp. 0.00% Add +105.2% 114,567 $3.7M
Swiss National Bank 0.00% Add +1.4% 111,000 $3.6M
Commonwealth Equity Services, LLC 0.00% Reduce -14.8% 110,997 $3.6M
Invesco Ltd. 0.00% Add +45.6% 110,364 $3.6M
HSBC Holdings PLC 0.00% Add +10.4% 105,680 $3.4M
Envestnet Asset Management Inc. 0.00% Reduce -11.2% 103,562 $3.4M
Verition Fund Management LLC 0.02% Reduce -6.0% 93,515 $3.0M
Nomura Asset Management Co. Ltd. 0.01% Add +3.5% 89,200 $2.9M
Royal Bank of Canada 0.00% Add +17.4% 84,901 $2.8M
Rhumbline Advisers 0.00% Add +14.2% 81,066 $2.6M
Asset Management One Co., Ltd. 0.01% Add +3.6% 79,911 $2.6M
XTX Topco Ltd 0.03% Add +122.1% 79,196 $2.6M
STRS Ohio 0.01% Reduce -24.1% 79,100 $2.6M
Franklin Resources Inc. 0.00% Reduce -15.3% 78,220 $2.5M
Citigroup Inc. 0.00% Add +16.4% 76,466 $2.5M
Kestra Advisory Services, LLC 0.01% Reduce -60.6% 73,883 $2.4M
Wells Fargo & Company 0.00% Add +52.4% 73,508 $2.4M
Deutsche Bank AG 0.00% Add +28.9% 73,338 $2.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +186.8% 71,808 $2.3M
California State Teachers Retirement System 0.00% Reduce -2.5% 67,886 $2.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% Reduce -35.4% 67,432 $2.2M
Jain Global LLC 0.03% New 65,572 $2.1M
Paralel Advisors LLC 0.08% No change 65,000 $2.1M
Marshall Wace, LLP 0.00% New 64,570 $2.1M
Public Employees Retirement System of Ohio 0.01% Reduce -0.7% 63,050 $2.0M
Alliancebernstein L.P. 0.00% Reduce -0.5% 65,427 $2.0M
Sequent Planning LLC 0.42% Reduce -6.1% 60,657 $2.0M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -2.4% 59,857 $1.9M
AQR Capital Management 0.00% Add +204.5% 59,799 $1.9M
Advisory Services Network, LLC 0.02% Add +18.4% 57,637 $1.9M
PFG Investments, LLC 0.07% Reduce -1.2% 54,375 $1.8M
Susquehanna Portfolio Strategies, LLC 0.03% Add +81.3% 53,964 $1.8M
Vanguard Investments Australia, Ltd. 0.00% Add +0.3% 51,690 $1.7M
Wesbanco Bank Inc. 0.04% Add +108.6% 51,100 $1.7M
MML Investors Services, LLC 0.00% Add +475.9% 50,216 $1.6M
Barclays PLC 0.00% Add +227.9% 49,917 $1.6M
Renaissance Technologies 0.00% New 49,600 $1.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +5.2% 48,170 $1.6M
Thrivent Financial for Lutherans 0.00% Add +10.8% 47,163 $1.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +27.4% 46,269 $1.5M
AE Wealth Management LLC 0.01% Reduce -4.6% 44,108 $1.4M
Premier Private Wealth Management LLC 1.20% Reduce -22.5% 42,262 $1.4M

"% of holder's portfolio" is SMA's weight in each manager's 13F, not the share of Smartstop Self Storage REIT the manager owns.

Show all 261 holders