Smartstop Self Storage REITSMA
13F holders, Q4 2025 (December 31)240holders +79
94new positions
18sold out
3famous investors
$30.94avg. 13F price*
At the end of Q4 2025, 240 institutions reported holding Smartstop Self Storage REIT (SMA) in their 13F filings, up 79 from Q3 2025. 94 opened new positions and 18 sold out. The largest holders were T. Rowe Price Associates Inc. ($183.0M), Vanguard Group Inc. ($110.7M) and BlackRock, Inc. ($107.4M). 3 famous investors held it, including Lee Ainslie (0.1% of Maverick Capital's portfolio), Israel Englander (0.0% of Millennium Management'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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $103.9M |
| Exits | 18 | $46.3M |
All 13F filers, Q3 2025 → Q4 2025: 12,880,161 shares bought and 4,280,810 shares sold, net +8,599,351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 240 holders
| T. Rowe Price Associates Inc. | 0.02% | Add +13.7% | 5,913,679 | $183.0M |
| Vanguard Group Inc. | 0.00% | Add +122.2% | 3,576,922 | $110.7M |
| BlackRock, Inc. | 0.00% | Reduce -7.5% | 3,470,222 | $107.4M |
| Prudential Financial Inc. | 0.11% | Reduce -7.2% | 2,951,405 | $91.3M |
| Principal Financial Group Inc. | 0.03% | Add +10361.9% | 2,067,159 | $64.0M |
| Deutsche Bank AG | 0.02% | Reduce -7.8% | 1,820,463 | $56.3M |
| Wellington Management Group LLP | 0.01% | Add +18.3% | 1,414,451 | $43.8M |
| Goldentree Asset Management LP | 1.96% | Reduce -1.3% | 1,166,075 | $36.0M |
| State Street Corp. | 0.00% | Add +74.1% | 1,146,404 | $35.6M |
| Duff & Phelps Investment Management Co. | 0.39% | Add +14.6% | 1,099,700 | $34.0M |
| Geode Capital Management, LLC | 0.00% | Add +41.2% | 1,006,552 | $31.1M |
| Aberdeen Group plc | 0.05% | Add +18.3% | 966,936 | $29.9M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -6.5% | 836,263 | $25.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +29.0% | 795,696 | $24.6M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -3.5% | 794,289 | $24.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +72.9% | 786,607 | $24.3M |
| Silvercrest Asset Management Group LLC | 0.17% | Reduce -13.7% | 785,649 | $24.3M |
| American Century Companies Inc. | 0.01% | Reduce -11.7% | 645,699 | $20.0M |
| Zimmer Partners, LP | 0.51% | Reduce -25.9% | 631,500 | $19.5M |
| Nuveen, LLC | 0.00% | Add +161.1% | 543,119 | $16.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | New | 522,760 | $16.2M |
| Rush Island Management, LP | 0.98% | New | 505,613 | $15.6M |
| Schonfeld Strategic Advisors LLC | 0.08% | Reduce -47.2% | 505,202 | $15.6M |
| Cetera Investment Advisers | 0.02% | Add +203.8% | 447,115 | $13.8M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -8.5% | 445,431 | $13.8M |
| Schroder Investment Management Group | 0.01% | Reduce -1.4% | 424,655 | $13.3M |
| JPMorgan Chase & Co. | 0.00% | Add +46.5% | 423,659 | $13.1M |
| Janus Henderson Group PLC | 0.01% | Add +13.8% | 412,118 | $12.8M |
| CBRE Investment Management Listed Real Assets LLC | 0.17% | Add +57.9% | 371,785 | $11.5M |
| Independent Financial Group, LLC | 0.25% | Add +69.8% | 361,586 | $11.2M |
| Brookfield Corp | 0.01% | Add +83.0% | 318,738 | $9.9M |
| Northern Trust Corp. | 0.00% | Add +16.0% | 313,370 | $9.7M |
| APG Asset Management US Inc. | 0.07% | New | 293,366 | $9.1M |
| Daiwa Securities Group Inc. | 0.03% | Reduce -16.5% | 288,469 | $8.9M |
| Millennium Management | 0.01% | Reduce -5.1% | 283,842 | $8.8M |
| LPL Financial LLC | 0.00% | Add +1117.2% | 261,492 | $8.1M |
| Burkehill Global Management, LP | 0.53% | No change | 250,000 | $7.7M |
| Hudson Bay Capital Management LP | 0.04% | New | 225,751 | $7.0M |
| Chilton Capital Management LLC | 0.23% | Add +1.9% | 212,039 | $6.6M |
| CI Investments Inc. | 0.03% | Add +28.2% | 205,173 | $6.3M |
| Lighthouse Investment Partners, LLC | 0.21% | Add +212.5% | 200,000 | $6.2M |
| UBS Group AG | 0.00% | Reduce -25.4% | 193,725 | $6.0M |
| Picton Mahoney Asset Management | 0.06% | Add +2.9% | 187,349 | $5.8M |
| Clearbridge Investments, LLC | 0.00% | Reduce -7.5% | 184,000 | $5.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +918.8% | 182,694 | $5.7M |
| Bank of New York Mellon Corp | 0.00% | Add +82.8% | 172,946 | $5.4M |
| Polymer Capital Management (US) LLC | 0.68% | No change | 171,140 | $5.3M |
| Centaurus Financial, Inc. | 0.24% | Add +4277.2% | 167,208 | $5.2M |
| Sei Investments Co. | 0.01% | Add +25.2% | 166,947 | $5.2M |
| Maverick Capital | 0.05% | Add +70.5% | 159,563 | $4.9M |
| Peregrine Capital Management LLC | 0.15% | Add +5.3% | 157,181 | $4.9M |
| Freestone Grove Partners LP | 0.03% | Reduce -12.1% | 148,332 | $4.6M |
| Bank of America Corp. | 0.00% | Reduce -31.6% | 145,107 | $4.5M |
| Prime Capital Investment Advisors, LLC | 0.05% | New | 144,312 | $4.5M |
| Susquehanna Portfolio Strategies, LLC | 0.07% | New | 137,584 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | New | 135,609 | $4.2M |
| Morgan Stanley | 0.00% | Add +20.4% | 135,040 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1872.1% | 131,123 | $4.1M |
| GSI Capital Advisors LLC | 2.16% | Reduce -36.7% | 124,919 | $3.9M |
| Merit Financial Group, LLC | 0.03% | New | 114,992 | $3.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.09% | Add +38.6% | 108,273 | $3.3M |
| 1832 Asset Management L.P. | 0.00% | Reduce -42.0% | 105,060 | $3.3M |
| Walleye Capital LLC | 0.02% | Reduce -41.8% | 105,000 | $3.2M |
| STRS Ohio | 0.01% | Add +2.6% | 103,500 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.8% | 102,274 | $3.2M |
| Ghisallo Capital Management LLC | 0.14% | Reduce -66.7% | 100,000 | $3.1M |
| Franklin Resources Inc. | 0.00% | Add +70.9% | 95,964 | $3.0M |
| Choreo, LLC | 0.04% | New | 93,730 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Add +13.2% | 94,167 | $2.9M |
| Man Group plc | 0.01% | New | 87,054 | $2.7M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +83.5% | 82,620 | $2.6M |
| Asset Management One Co., Ltd. | 0.01% | Add +76.0% | 76,778 | $2.4M |
| Premier Private Wealth Management LLC | 2.42% | — | 74,593 | $2.3M |
| Public Employees Retirement System of Ohio | 0.01% | New | 67,392 | $2.1M |
| Wells Fargo & Company | 0.00% | Add +153.8% | 66,600 | $2.1M |
| Sequent Planning LLC | 0.51% | Add +162.9% | 65,049 | $2.0M |
| Swiss National Bank | 0.00% | Add +1.8% | 61,300 | $1.9M |
| PFG Investments, LLC | 0.08% | New | 57,931 | $1.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +67.5% | 57,419 | $1.8M |
| Squarepoint Ops LLC | 0.00% | New | 55,850 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +18.4% | 52,997 | $1.6M |
| AE Wealth Management LLC | 0.01% | New | 51,925 | $1.6M |
| Advisory Services Network, LLC | 0.02% | New | 49,864 | $1.5M |
| Citigroup Inc. | 0.00% | Add +2020.6% | 49,812 | $1.5M |
| Barclays PLC | 0.00% | Reduce -19.3% | 48,626 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +177.2% | 46,910 | $1.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +88.8% | 43,442 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +650.6% | 41,511 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +2591.4% | 41,151 | $1.3M |
| Beacon Capital Management, LLC | 0.20% | New | 40,981 | $1.3M |
| Arkadios Wealth Advisors | 0.03% | New | 40,695 | $1.3M |
| Rhumbline Advisers | 0.00% | Reduce -13.1% | 37,981 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | New | 37,575 | $1.2M |
| Storebrand Asset Management As | 0.00% | New | 36,479 | $1.1M |
| Lykos Global Management, LP | 0.77% | — | 35,000 | $1.1M |
| Blue Sky Capital Consultants Group, Inc. | 0.46% | New | 34,378 | $1.1M |
| XTX Topco Ltd | 0.03% | New | 34,222 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Add +13.6% | 32,716 | $1.0M |
| Cwm, LLC | 0.00% | Add +758.3% | 30,486 | $943K |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 30,000 | $928K |
| Legal & General Group Plc | 0.00% | Reduce -0.2% | 29,907 | $925K |
| California State Teachers Retirement System | 0.00% | Add +0.5% | 29,679 | $918K |
| State of Alaska, Department of Revenue | 0.01% | Add +94.4% | 29,441 | $909K |
| Engineers Gate Manager LP | 0.01% | New | 26,570 | $822K |
| Sound Income Strategies, LLC | 0.04% | Reduce -20.8% | 23,294 | $784K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -19.7% | 24,984 | $773K |
| Trivium Point Advisory, LLC | 0.08% | Add +225.3% | 24,606 | $761K |
| Farther Finance Advisors, LLC | 0.01% | Add +161093.3% | 24,179 | $748K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 24,065 | $745K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +71.6% | 23,343 | $729K |
| Invesco Ltd. | 0.00% | Add +9.3% | 22,940 | $710K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -95.9% | 22,383 | $689K |
| Apollon Wealth Management, LLC | 0.01% | New | 22,142 | $685K |
| Krilogy Financial LLC | 0.02% | Reduce -1.6% | 21,256 | $672K |
| Etesian Wealth Advisors, Inc. | 0.21% | New | 21,673 | $671K |
| Stifel Financial Corp. | 0.00% | Add +10.7% | 21,254 | $658K |
| TrueWealth Advisors, LLC | 0.17% | New | 20,737 | $642K |
| Crossingbridge Advisors, LLC | 0.37% | Add +300.0% | 20,000 | $630K |
| AlphaCentric Advisors LLC | 0.62% | — | 20,000 | $619K |
| MetLife Investment Management, LLC | 0.00% | Add +3.5% | 19,944 | $617K |
| State of Wisconsin Investment Board | 0.00% | Reduce -8.3% | 18,967 | $587K |
| Allstate Corp. | 0.01% | New | 18,766 | $581K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +47.7% | 18,269 | $565K |
| Two Sigma Investments, LP | 0.00% | Reduce -70.8% | 17,928 | $555K |
| &partners | 0.00% | New | 17,501 | $541K |
| Quantinno Capital Management LP | 0.00% | Add +174.3% | 17,091 | $529K |
| EntryPoint Capital, LLC | 0.20% | New | 16,972 | $525K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 32,849 | $522K |
| Valued Wealth Advisors LLC | 0.23% | New | 16,588 | $515K |
| Onyx Bridge Wealth Group LLC | 0.05% | New | 14,983 | $464K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.2% | 14,525 | $449K |
| Castleview Partners, LLC | 0.22% | Reduce -1.9% | 14,449 | $447K |
| Quantbot Technologies LP | 0.01% | Reduce -73.4% | 14,265 | $441K |
| Waverly Advisors, LLC | 0.00% | New | 13,212 | $409K |
| Metis Global Partners, LLC | 0.01% | New | 13,098 | $405K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | New | 12,997 | $402K |
| Jain Global LLC | 0.00% | New | 12,975 | $401K |
| Quartz Partners, LLC | 0.15% | New | 12,933 | $400K |
| AlTi Global, Inc. | 0.01% | New | 12,500 | $388K |
| AQR Capital Management | 0.00% | Reduce -76.1% | 12,550 | $388K |
| OneAscent Wealth Management LLC | 0.13% | New | 12,548 | $388K |
| Kovack Advisors, Inc. | 0.02% | New | 12,498 | $387K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 12,086 | $374K |
| Creative Planning | 0.00% | New | 11,941 | $369K |
| Entropy Technologies, LP | 0.02% | New | 11,749 | $364K |
| Prostatis Group LLC | 0.09% | New | 11,671 | $361K |
| Wealth Management Strategies, Inc. | 0.17% | New | 11,604 | $359K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -14.1% | 11,473 | $355K |
| Adapt Wealth Advisors, LLC | 0.12% | New | 11,392 | $352K |
| Intech Investment Management LLC | 0.00% | Add +23.7% | 11,275 | $349K |
| Capital Square, LLC | 0.18% | Reduce -25.4% | 11,157 | $345K |
| Integrated Wealthcare, LLC | 0.27% | — | 10,494 | $325K |
| Northwest & Ethical Investments L.P. | 0.01% | Reduce -9.8% | 9,875 | $310K |
| BridgePort Financial Solutions, LLC | 0.08% | New | 9,990 | $309K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +43.5% | 9,900 | $306K |
| SG Americas Securities, LLC | 0.00% | New | 9,862 | $305K |
| Park Avenue Securities LLC | 0.00% | New | 9,522 | $295K |
| Raleigh Capital Management Inc. | 0.10% | New | 9,267 | $287K |
| Capital Advisors Inc. | 0.00% | New | 9,076 | $281K |
| New York State Common Retirement Fund | 0.00% | No change | 9,000 | $278K |
| PharVision Advisers, LLC | 0.14% | New | 8,848 | $274K |
| Focus Partners Wealth | 0.00% | New | 8,306 | $273K |
| US Bancorp \de | 0.00% | Reduce -0.0% | 8,808 | $273K |
| Cerity Partners LLC | 0.00% | Reduce -33.9% | 8,647 | $268K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +50.0% | 8,380 | $267K |
| Arizona State Retirement System | 0.00% | Reduce -6.2% | 8,597 | $266K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 8,372 | $259K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 8,334 | $258K |
| Cresset Asset Management, LLC | 0.00% | No change | 8,294 | $258K |
| RFG Advisory, LLC | 0.00% | New | 8,186 | $253K |
| CX Institutional | 0.01% | New | 8,153 | $252K |
| State of Wyoming | 0.03% | New | 8,045 | $249K |
| Werba Rubin Papier Wealth Management | 0.07% | New | 8,002 | $248K |
| BNP Paribas Financial Markets | 0.00% | Add +20.1% | 7,787 | $241K |
| Mariner, LLC | 0.00% | New | 7,689 | $238K |
| Advisors Capital Management, LLC | 0.00% | New | 7,247 | $224K |
| Silver Oak Securities, Incorporated | 0.02% | Add +60.4% | 7,119 | $223K |
| M&T Bank Corp | 0.00% | New | 7,193 | $223K |
| Rossby Financial, LCC | 0.07% | Add +7.4% | 7,186 | $222K |
| First Trust Advisors LP | 0.00% | New | 7,003 | $217K |
| Corient Private Wealth LP | 0.00% | New | 6,991 | $216K |
| Balboa Wealth Partners | 0.03% | New | 6,746 | $209K |
| KLP Kapitalforvaltning As | 0.00% | No change | 6,500 | $202K |
| Augustine Asset Management Inc. | 0.04% | New | 6,512 | $201K |
| Triumph Capital Management | 0.04% | New | 5,485 | $170K |
| Signature Equity Partners, LLC | 0.09% | — | 5,193 | $161K |
| Jones Financial Companies LLLP | 0.00% | Add +15230.3% | 5,059 | $157K |
| IFP Advisors, Inc | 0.00% | Add +11272.7% | 3,753 | $116K |
| SouthState Bank Corp | 0.01% | New | 3,750 | $116K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 3,632 | $112K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -18.0% | 3,324 | $103K |
| NewEdge Advisors, LLC | 0.00% | New | 2,643 | $82K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,608 | $81K |
| Silicon Valley Capital Partners | 0.01% | New | 2,278 | $70K |
| International Assets Investment Management, LLC | 0.00% | New | 2,180 | $67K |
| NFSG Corp | 0.01% | New | 2,095 | $65K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -16.6% | 2,030 | $63K |
| SageView Advisory Group, LLC | 0.00% | New | 1,960 | $61K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1,875 | $58K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.8% | 1,798 | $56K |
| Bogart Wealth, LLC | 0.00% | New | 1,600 | $50K |
| FMR LLC | 0.00% | Add +2259.4% | 1,510 | $47K |
| Allworth Financial LP | 0.00% | Add +6645.4% | 1,484 | $46K |
| Arax Advisory Partners | 0.00% | Add +80.1% | 1,439 | $45K |
| United Financial Planning Group LLC | 0.03% | New | 1,337 | $41K |
| Imprint Wealth LLC | 0.18% | New | 1,250 | $39K |
| Canton Hathaway, LLC | 0.01% | New | 1,250 | $39K |
| CoreCap Advisors, LLC | 0.00% | New | 1,209 | $37K |
| MAI Capital Management | 0.00% | New | 1,178 | $36K |
| Avalon Trust Co | 0.00% | Add +4.1% | 1,100 | $34K |
| Strategic Advocates LLC | 0.01% | New | 1,049 | $33K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,017 | $31K |
| Assetmark, Inc. | 0.00% | New | 1,014 | $31K |
| Anchor Investment Management, LLC | 0.00% | New | 1,000 | $31K |
| Amalgamated Bank | 0.00% | Add +1.4% | 981 | $30K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +33.3% | 908 | $28K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 886 | $27K |
| Beacon Capital Management, Inc. | 0.00% | New | 832 | $26K |
| Creative Financial Designs Inc. | 0.00% | New | 819 | $25K |
| Prosperity Bancshares Inc | 0.02% | — | 629 | $19K |
| Quarry LP | 0.00% | Add +45.0% | 596 | $18K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -1.9% | 514 | $16K |
| Versant Capital Management, Inc | 0.00% | Add +710.0% | 405 | $13K |
| Frazier Financial Advisors, LLC | 0.01% | New | 404 | $13K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 400 | $12K |
| Global Retirement Partners, LLC | 0.00% | Add +530.5% | 372 | $12K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 346 | $11K |
| Los Angeles Capital Management LLC | 0.00% | New | 214 | $7K |
| Clearstead Advisors, LLC | 0.00% | New | 185 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 179 | $6K |
| Private Trust Co. NA | 0.00% | No change | 124 | $4K |
| Sunbelt Securities, Inc. | 0.00% | New | 100 | $3K |
| GAMMA Investing LLC | 0.00% | Add +1200.0% | 91 | $3K |
| WPG Advisers, LLC | 0.00% | No change | 30 | $928 |
| National Bank of Canada | 0.00% | Reduce -85.8% | 29 | $896 |
| Essential Partners LLC | 0.00% | Reduce -77.3% | 17 | $526 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -88.9% | 13 | $402 |
| True Wealth Design, LLC | 0.00% | Reduce -12.5% | 7 | $217 |
| Rothschild Investment LLC | 0.00% | Reduce -30.0% | 7 | $217 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -96.0% | 5 | $155 |
"% of holder's portfolio" is SMA's weight in each manager's 13F, not the share of Smartstop Self Storage REIT the manager owns.