Smartstop Self Storage REITSMA

13F holders, Q2 2025 (June 30)
124holders
7famous investors
$36.19avg. 13F price*

At the end of Q2 2025, 124 institutions reported holding Smartstop Self Storage REIT (SMA) in their 13F filings. The largest holders were T. Rowe Price Associates Inc. ($168.2M), BlackRock, Inc. ($149.0M) and Prudential Financial Inc. ($110.7M). 7 famous investors held it, including George Soros (0.3% of Soros Fund Management's portfolio), Lee Ainslie (0.1% of Maverick Capital's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025

InstitutionsTotal Value
New Positions125$1.4B
Exits0$0

Ownership 124 holders

T. Rowe Price Associates Inc. 0.02% New 4,643,758 $168.2M
BlackRock, Inc. 0.00% New 4,113,836 $149.0M
Prudential Financial Inc. 0.14% New 3,056,416 $110.7M
Deutsche Bank AG 0.03% New 2,067,630 $74.9M
Vanguard Group Inc. 0.00% New 1,565,868 $56.7M
Citadel Advisors 0.04% New 1,150,420 $41.7M
Conversant Capital LLC 6.87% New 996,356 $36.1M
Massachusetts Financial Services Co. 0.01% New 963,275 $34.9M
Wellington Management Group LLP 0.01% New 962,752 $34.9M
Duff & Phelps Investment Management Co. 0.41% New 956,447 $34.7M
Goldentree Asset Management LP 3.37% New 949,301 $34.3M
Russell Investments Group, Ltd. 0.04% New 862,291 $31.2M
Zimmer Partners, LP 0.70% New 838,609 $30.4M
American Century Companies Inc. 0.01% New 672,079 $24.3M
Geode Capital Management, LLC 0.00% New 667,760 $24.2M
Goldman Sachs Group Inc. 0.00% New 589,564 $21.4M
T. Rowe Price Investment Management, Inc. 0.01% New 519,096 $18.8M
Hudson Bay Capital Management LP 0.13% New 502,406 $18.2M
Schonfeld Strategic Advisors LLC 0.14% New 500,915 $18.1M
CBRE Investment Management Listed Real Assets LLC 0.25% New 459,086 $16.6M
UBS Group AG 0.00% New 452,920 $16.4M
Aberdeen Group plc 0.03% New 463,024 $16.3M
State Street Corp. 0.00% New 447,053 $16.3M
Charles Schwab Investment Management Inc. 0.00% New 442,507 $16.0M
Alyeska Investment Group, L.P. 0.05% New 391,159 $14.2M
Allspring Global Investments Holdings, LLC 0.02% New 365,424 $13.5M
Gillson Capital LP 1.03% New 372,502 $13.5M
Millennium Management 0.01% New 369,382 $13.4M
Baron Capital (BAMCO) 0.04% New 361,372 $13.1M
Janus Henderson Group PLC 0.01% New 349,063 $12.6M
Adage Capital Partners Gp, L.L.C. 0.02% New 340,000 $12.3M
Soros Fund Management 0.32% New 328,428 $11.9M
Daiwa Securities Group Inc. 0.04% New 313,858 $11.4M
Brookfield Corp 0.01% New 311,573 $11.3M
Woodline Partners LP 0.06% New 307,111 $11.1M
Ghisallo Capital Management LLC 0.29% New 300,000 $10.9M
Burkehill Global Management, LP 0.67% New 250,000 $9.1M
Independent Financial Group, LLC 0.23% New 234,694 $8.5M
Northern Trust Corp. 0.00% New 230,146 $8.3M
Chilton Capital Management LLC 0.29% New 214,368 $7.8M
Nuveen, LLC 0.00% New 204,923 $7.4M
AXA S.A. 0.02% New 197,901 $7.2M
Clearbridge Investments, LLC 0.01% New 194,372 $7.0M
Lighthouse Investment Partners, LLC 0.27% New 173,500 $6.3M
Polymer Capital Management (US) LLC 1.02% New 171,140 $6.2M
Waterfront Capital Partners, LLC 1.53% New 170,000 $6.2M
Maverick Capital 0.09% New 161,950 $5.9M
CI Investments Inc. 0.02% New 159,800 $5.8M
DigitalBridge Group, Inc. 0.58% New 197,750 $5.8M
STRS Ohio 0.02% New 153,700 $5.6M
Peregrine Capital Management LLC 0.16% New 149,703 $5.4M
Bank of America Corp. 0.00% New 148,474 $5.4M
Freestone Grove Partners LP 0.04% New 147,057 $5.3M
Cetera Investment Advisers 0.01% New 137,607 $5.0M
Two Sigma Investments, LP 0.01% New 137,004 $5.0M
Sei Investments Co. 0.01% New 119,415 $4.3M
GSI Capital Advisors LLC 2.21% New 114,004 $4.1M
Mitsubishi UFJ Trust & Banking Corp 0.01% New 107,771 $3.9M
Envestnet Asset Management Inc. 0.00% New 102,581 $3.7M
Picton Mahoney Asset Management 0.05% New 100,907 $3.7M
Verition Fund Management LLC 0.02% New 90,603 $3.3M
Barclays PLC 0.00% New 90,170 $3.3M
JPMorgan Chase & Co. 0.00% New 87,075 $3.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.08% New 79,196 $2.9M
Bank of New York Mellon Corp 0.00% New 73,544 $2.7M
Franklin Resources Inc. 0.00% New 55,064 $2.0M
Legal & General Group Plc 0.00% New 47,384 $1.7M
Royal Bank of Canada 0.00% New 46,482 $1.7M
Rhumbline Advisers 0.00% New 44,500 $1.6M
Morgan Stanley 0.00% New 43,791 $1.6M
Walleye Capital LLC 0.01% New 38,200 $1.4M
Renaissance Technologies 0.00% New 37,900 $1.4M
Susquehanna International Group, LLP 0.00% New 34,108 $1.2M
OMERS ADMINISTRATION Corp 0.01% New 30,000 $1.1M
Alliancebernstein L.P. 0.00% New 28,800 $1.0M
Prelude Capital Management, LLC 0.10% New 27,600 $1000K
Greenland Capital Management LP 0.11% New 22,940 $831K
Marshall Wace, LLP 0.00% New 22,913 $830K
LPL Financial LLC 0.00% New 21,574 $782K
FJ Capital Management LLC 0.08% New 20,922 $758K
Wells Fargo & Company 0.00% New 20,281 $735K
Quadrature Capital Ltd 0.01% New 19,684 $713K
Kestra Advisory Services, LLC 0.00% New 18,335 $664K
Two Sigma Advisers, LP 0.00% New 17,500 $634K
MetLife Investment Management, LLC 0.00% New 17,131 $621K
Stifel Financial Corp. 0.00% New 16,705 $605K
Invesco Ltd. 0.00% New 16,629 $602K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 15,512 $562K
State of Alaska, Department of Revenue 0.01% New 13,733 $497K
Intech Investment Management LLC 0.00% New 13,061 $473K
Capital Square, LLC 0.24% New 12,660 $457K
Quantbot Technologies LP 0.01% New 10,417 $377K
MML Investors Services, LLC 0.00% New 9,970 $361K
Crossingbridge Advisors, LLC 0.42% New 10,000 $361K
Citigroup Inc. 0.00% New 9,499 $344K
Cambridge Investment Research Advisors, Inc. 0.00% New 9,400 $341K
Manufacturers Life Insurance Company, The 0.00% New 9,168 $332K
New York State Common Retirement Fund 0.00% New 9,000 $326K
Point72 Asset Management 0.00% New 8,675 $314K
Nisa Investment Advisors, LLC 0.00% New 8,460 $307K

"% 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 124 holders