Smartstop Self Storage REITSMA

13F holders, Q3 2025 (September 30)
161holders +37
55new positions
20sold out
7famous investors
$37.64avg. 13F price*

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

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions55$76.7M
Exits20$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.

Show all 161 holders