Smartstop Self Storage REITSMA
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 161 institutions reported holding Smartstop Self Storage REIT (SMA) in their 13F filings, up 37 from Q2 2025. 55 opened new positions and 20 sold out. The largest holders were T. Rowe Price Associates Inc. ($195.8M), BlackRock, Inc. ($141.2M) and Prudential Financial Inc. ($119.7M). 7 famous investors held it, including Lee Ainslie (0.0% of Maverick Capital's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio).
- Company
- Smartstop Self Storage REIT
- CUSIP
- 83192D402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $76.7M |
| Exits | 20 | $129.8M |
All 13F filers, Q2 2025 → Q3 2025: 6,175,347 shares bought and 6,698,385 shares sold, net −523,038 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 161 holders
| T. Rowe Price Associates Inc. | 0.02% | Add +12.0% | 5,202,808 | $195.8M |
| BlackRock, Inc. | 0.00% | Reduce -8.8% | 3,752,303 | $141.2M |
| Prudential Financial Inc. | 0.14% | Add +4.1% | 3,181,365 | $119.7M |
| Deutsche Bank AG | 0.02% | Reduce -4.5% | 1,974,996 | $74.3M |
| Vanguard Group Inc. | 0.00% | Add +2.8% | 1,609,601 | $60.6M |
| Wellington Management Group LLP | 0.01% | Add +24.2% | 1,196,065 | $45.0M |
| Goldentree Asset Management LP | 3.71% | Add +24.5% | 1,181,767 | $44.4M |
| Duff & Phelps Investment Management Co. | 0.41% | Add +0.3% | 959,547 | $36.1M |
| Schonfeld Strategic Advisors LLC | 0.25% | Add +91.0% | 956,893 | $36.0M |
| Silvercrest Asset Management Group LLC | 0.23% | New | 910,486 | $34.3M |
| Russell Investments Group, Ltd. | 0.04% | Add +3.8% | 894,621 | $33.7M |
| Zimmer Partners, LP | 0.78% | Add +1.7% | 852,665 | $32.1M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -14.6% | 822,700 | $31.0M |
| Aberdeen Group plc | 0.05% | Add +76.6% | 817,545 | $30.4M |
| American Century Companies Inc. | 0.01% | Add +8.8% | 731,263 | $27.5M |
| Geode Capital Management, LLC | 0.00% | Add +6.8% | 712,947 | $26.8M |
| State Street Corp. | 0.00% | Add +47.3% | 658,593 | $24.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.7% | 616,960 | $23.2M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +49.8% | 547,365 | $21.0M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -6.2% | 486,794 | $18.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.8% | 454,882 | $17.1M |
| Schroder Investment Management Group | 0.01% | New | 430,475 | $16.0M |
| Gillson Capital LP | 1.35% | Add +10.9% | 413,127 | $15.6M |
| Point72 Asset Management | 0.04% | Add +4622.1% | 409,642 | $15.4M |
| Janus Henderson Group PLC | 0.01% | Add +3.8% | 362,296 | $13.6M |
| Daiwa Securities Group Inc. | 0.04% | Add +10.1% | 345,631 | $13.0M |
| Ghisallo Capital Management LLC | 0.37% | No change | 300,000 | $11.3M |
| Millennium Management | 0.01% | Reduce -19.1% | 298,955 | $11.3M |
| JPMorgan Chase & Co. | 0.00% | Add +232.2% | 289,262 | $10.9M |
| Northern Trust Corp. | 0.00% | Add +17.3% | 270,056 | $10.2M |
| UBS Group AG | 0.00% | Reduce -42.6% | 259,787 | $9.8M |
| Burkehill Global Management, LP | 0.55% | No change | 250,000 | $9.4M |
| CBRE Investment Management Listed Real Assets LLC | 0.13% | Reduce -48.7% | 235,403 | $8.9M |
| Independent Financial Group, LLC | 0.19% | Reduce -9.3% | 212,960 | $8.0M |
| Bank of America Corp. | 0.00% | Add +42.8% | 212,001 | $8.0M |
| Chilton Capital Management LLC | 0.26% | Reduce -3.0% | 207,975 | $7.9M |
| Nuveen, LLC | 0.00% | Add +1.5% | 208,010 | $7.8M |
| Clearbridge Investments, LLC | 0.01% | Add +2.4% | 198,977 | $7.5M |
| AXA Investment Managers S.A. | 0.02% | — | 197,901 | $7.4M |
| GSI Capital Advisors LLC | 4.20% | Add +73.2% | 197,452 | $7.4M |
| Baron Capital (BAMCO) | 0.02% | Reduce -48.6% | 185,572 | $7.0M |
| Picton Mahoney Asset Management | 0.09% | Add +80.5% | 182,141 | $6.9M |
| 1832 Asset Management L.P. | 0.01% | New | 181,260 | $6.8M |
| Walleye Capital LLC | 0.06% | Add +372.1% | 180,356 | $6.8M |
| Brookfield Corp | 0.01% | Reduce -44.1% | 174,194 | $6.6M |
| Polymer Capital Management (US) LLC | 0.86% | No change | 171,140 | $6.4M |
| Freestone Grove Partners LP | 0.05% | Add +14.7% | 168,673 | $6.3M |
| CI Investments Inc. | 0.02% | Add +0.1% | 160,000 | $6.0M |
| Peregrine Capital Management LLC | 0.17% | Reduce -0.3% | 149,255 | $5.6M |
| Cetera Investment Advisers | 0.01% | Add +7.0% | 147,192 | $5.5M |
| Sei Investments Co. | 0.01% | Add +11.6% | 133,297 | $5.0M |
| Morgan Stanley | 0.00% | Add +156.2% | 112,209 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.6% | 106,299 | $4.0M |
| STRS Ohio | 0.01% | Reduce -34.4% | 100,900 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Add +28.7% | 94,622 | $3.6M |
| Maverick Capital | 0.05% | Reduce -42.2% | 93,596 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Add +8443.1% | 83,210 | $3.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.08% | Reduce -1.4% | 78,115 | $2.9M |
| Lighthouse Investment Partners, LLC | 0.09% | Reduce -63.1% | 64,000 | $2.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -55.1% | 61,467 | $2.3M |
| Barclays PLC | 0.00% | Reduce -33.2% | 60,243 | $2.3M |
| Swiss National Bank | 0.00% | New | 60,200 | $2.3M |
| DigitalBridge Group, Inc. | 0.18% | Reduce -65.4% | 68,400 | $2.2M |
| Franklin Resources Inc. | 0.00% | Add +2.0% | 56,157 | $2.1M |
| Quantbot Technologies LP | 0.05% | Add +414.8% | 53,629 | $2.0M |
| AQR Capital Management | 0.00% | New | 52,479 | $2.0M |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +0.0% | 45,020 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -3.7% | 44,764 | $1.7M |
| Rhumbline Advisers | 0.00% | Reduce -1.8% | 43,720 | $1.6M |
| Asset Management One Co., Ltd. | 0.00% | Add +833.5% | 43,620 | $1.6M |
| Renaissance Technologies | 0.00% | Add +7.1% | 40,580 | $1.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 34,274 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 33,746 | $1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 31,100 | $1.2M |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 30,000 | $1.1M |
| Legal & General Group Plc | 0.00% | Reduce -36.7% | 29,977 | $1.1M |
| California State Teachers Retirement System | 0.00% | Add +1571.9% | 29,525 | $1.1M |
| Alliancebernstein L.P. | 0.00% | No change | 28,800 | $1.1M |
| Sound Income Strategies, LLC | 0.06% | Add +1256.5% | 29,409 | $1.0M |
| Wells Fargo & Company | 0.00% | Add +29.4% | 26,238 | $988K |
| Sequent Planning LLC | 0.25% | New | 24,741 | $889K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 23,006 | $866K |
| Summit Wealth Group LLC / Co. | 0.09% | New | 2,314 | $846K |
| Citadel Advisors | 0.00% | Reduce -98.1% | 22,033 | $829K |
| LPL Financial LLC | 0.00% | Reduce -0.4% | 21,484 | $809K |
| Invesco Ltd. | 0.00% | Add +26.2% | 20,984 | $790K |
| State of Wisconsin Investment Board | 0.00% | New | 20,683 | $779K |
| Krilogy Financial LLC | 0.03% | New | 21,603 | $745K |
| Principal Financial Group Inc. | 0.00% | New | 19,759 | $744K |
| Fullcircle Wealth LLC | 0.26% | New | 21,537 | $736K |
| MetLife Investment Management, LLC | 0.00% | Add +12.5% | 19,273 | $725K |
| Stifel Financial Corp. | 0.00% | Add +14.9% | 19,195 | $722K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.2% | 17,932 | $675K |
| MML Investors Services, LLC | 0.00% | Add +69.8% | 16,924 | $637K |
| Capstone Investment Advisors, LLC | 0.01% | New | 15,867 | $597K |
| State of Alaska, Department of Revenue | 0.01% | Add +10.3% | 15,144 | $569K |
| Capital Square, LLC | 0.29% | Add +18.1% | 14,955 | $563K |
| Castleview Partners, LLC | 0.30% | New | 14,729 | $554K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -6.5% | 14,501 | $546K |
| Resona Asset Management Co.,Ltd. | 0.00% | New | 13,603 | $507K |
"% of holder's portfolio" is SMA's weight in each manager's 13F, not the share of Smartstop Self Storage REIT the manager owns.