Smartstop Self Storage REITSMA

13F holders, Q1 2026 (March 31)
256holders +16
51new positions
39sold out
4famous investors
$30.28avg. 13F price*

At the end of Q1 2026, 256 institutions reported holding Smartstop Self Storage REIT (SMA) in their 13F filings, up 16 from Q4 2025. 51 opened new positions and 39 sold out. The largest holders were T. Rowe Price Associates Inc. ($180.8M), BlackRock, Inc. ($155.7M) and Goldman Sachs Group Inc. ($103.8M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Lee Ainslie (0.0% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions51$71.7M
Exits39$125.8M

All 13F filers, Q4 2025 → Q1 2026: 12,392,016 shares bought and 10,029,511 shares sold, net +2,362,505 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 256 holders

T. Rowe Price Associates Inc. 0.02% Add +0.9% 5,969,543 $180.8M
BlackRock, Inc. 0.00% Add +48.2% 5,142,310 $155.7M
Goldman Sachs Group Inc. 0.01% Add +330.8% 3,427,727 $103.8M
Vanguard Portfolio Management LLC 0.00% — 2,787,652 $84.4M
Principal Financial Group Inc. 0.04% Add +25.6% 2,596,133 $78.6M
Prudential Financial Inc. 0.09% Reduce -20.3% 2,353,036 $71.2M
Vanguard Capital Management LLC 0.00% — 2,179,238 $66.0M
State Street Corp. 0.00% Add +88.7% 2,163,288 $65.8M
Geode Capital Management, LLC 0.00% Add +42.6% 1,435,868 $43.5M
Goldentree Asset Management LP 2.39% Add +14.0% 1,329,575 $40.2M
Nuveen, LLC 0.01% Add +110.8% 1,144,690 $34.7M
Massachusetts Financial Services Co. 0.01% Add +23.6% 981,442 $29.7M
Conversant Capital LLC 3.59% New 857,715 $26.0M
Charles Schwab Investment Management Inc. 0.00% Add +7.6% 846,639 $25.6M
Duff & Phelps Investment Management Co. 0.26% Reduce -24.4% 831,755 $25.2M
T. Rowe Price Investment Management, Inc. 0.02% Add +80.0% 801,910 $24.3M
Aberdeen Group plc 0.04% Reduce -23.3% 741,547 $22.5M
Silvercrest Asset Management Group LLC 0.16% Reduce -6.7% 732,744 $22.2M
Long Pond Capital, LP 1.90% New 613,458 $18.6M
Zimmer Partners, LP 0.46% Reduce -5.0% 600,000 $18.2M
Millennium Management 0.01% Add +108.4% 591,604 $17.9M
Northern Trust Corp. 0.00% Add +72.4% 540,342 $16.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -20.7% 414,374 $12.5M
Independent Financial Group, LLC 0.25% Add +2.2% 369,641 $11.2M
Vanguard Fiduciary Trust Co. 0.00% — 352,609 $10.7M
Schroder Investment Management Group 0.01% Reduce -16.1% 356,174 $10.6M
Morgan Stanley 0.00% Add +154.7% 343,955 $10.4M
Cetera Investment Advisers 0.01% Reduce -29.3% 316,180 $9.6M
LPL Financial LLC 0.00% Add +11.0% 290,336 $8.8M
UBS Group AG 0.00% Add +40.2% 271,516 $8.2M
Hudson Bay Capital Management LP 0.05% Add +11.7% 252,236 $7.6M
Janus Henderson Group PLC 0.00% Reduce -40.3% 246,012 $7.4M
Picton Mahoney Asset Management 0.08% Add +30.2% 243,972 $7.4M
Bank of New York Mellon Corp 0.00% Add +33.6% 231,115 $7.0M
Chilton Capital Management LLC 0.24% Add +5.7% 224,161 $6.8M
Bank of America Corp. 0.00% Add +53.4% 222,586 $6.7M
JPMorgan Chase & Co. 0.00% Reduce -48.3% 219,196 $6.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +760.0% 214,863 $6.5M
Clearbridge Investments, LLC 0.01% Add +15.0% 211,594 $6.4M
Daiwa Securities Group Inc. 0.02% Reduce -30.8% 199,748 $6.0M
Legal & General Group Plc 0.00% Add +553.0% 195,304 $5.9M
Sei Investments Co. 0.01% Add +12.7% 188,147 $5.7M
1832 Asset Management L.P. 0.01% Add +78.7% 187,700 $5.7M
Kestra Advisory Services, LLC 0.02% Add +2.6% 187,511 $5.7M
CI Investments Inc. 0.03% Reduce -9.9% 184,922 $5.6M
Choreo, LLC 0.07% Add +90.7% 178,739 $5.4M
Polymer Capital Management (US) LLC 0.77% No change 171,140 $5.2M
Ameriprise Financial Inc. 0.00% New 159,713 $4.8M
Peregrine Capital Management LLC 0.18% Add +0.5% 157,994 $4.8M
Centaurus Financial, Inc. 0.22% Reduce -9.1% 152,015 $4.6M
Prime Capital Investment Advisors, LLC 0.05% Add +1.2% 146,063 $4.4M
Brookfield Corp 0.01% Reduce -57.8% 134,578 $4.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.8% 133,417 $4.0M
Commonwealth Equity Services, LLC 0.01% Reduce -3.9% 130,324 $3.9M
Merit Financial Group, LLC 0.03% Add +7.0% 123,046 $3.7M
Envestnet Asset Management Inc. 0.00% Add +14.0% 116,600 $3.5M
Lighthouse Investment Partners, LLC 0.12% Reduce -45.3% 109,500 $3.3M
Swiss National Bank 0.00% Add +78.6% 109,500 $3.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.09% Reduce -3.7% 104,312 $3.2M
STRS Ohio 0.01% Add +0.7% 104,200 $3.2M
Russell Investments Group, Ltd. 0.00% Reduce -87.9% 101,098 $3.1M
Verition Fund Management LLC 0.03% New 99,515 $3.0M
HSBC Holdings PLC 0.00% New 95,746 $2.9M
Quantinno Capital Management LP 0.00% Add +449.6% 93,930 $2.8M
Franklin Resources Inc. 0.00% Reduce -3.7% 92,409 $2.8M
Nomura Asset Management Co. Ltd. 0.01% Add +4.3% 86,200 $2.6M
Raymond James Financial Inc. 0.00% Reduce -11.3% 83,515 $2.5M
Asset Management One Co., Ltd. 0.01% Add +0.5% 77,162 $2.3M
Invesco Ltd. 0.00% Add +230.3% 75,782 $2.3M
Man Group plc 0.00% Reduce -13.0% 75,746 $2.3M
Royal Bank of Canada 0.00% Add +36.5% 72,318 $2.2M
BNP Paribas Financial Markets 0.00% Add +823.1% 71,882 $2.2M
Rhumbline Advisers 0.00% Add +86.8% 70,967 $2.1M
California State Teachers Retirement System 0.00% Add +134.7% 69,654 $2.1M
Alliancebernstein L.P. 0.00% Add +101.0% 65,747 $2.0M
Citigroup Inc. 0.00% Add +31.8% 65,664 $2.0M
Paralel Advisors LLC 0.08% New 65,000 $2.0M
Sequent Planning LLC 0.47% Reduce -0.7% 64,571 $2.0M
Public Employees Retirement System of Ohio 0.01% Reduce -5.8% 63,497 $1.9M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +6.8% 61,295 $1.9M
Deutsche Bank AG 0.00% Reduce -96.9% 56,905 $1.7M
Allianz Asset Management GmbH 0.00% New 55,840 $1.7M
Stifel Financial Corp. 0.00% Add +162.7% 55,829 $1.7M
PFG Investments, LLC 0.08% Reduce -5.0% 55,047 $1.7M
Premier Private Wealth Management LLC 1.74% Reduce -26.9% 54,525 $1.7M
Blue Sky Capital Consultants Group, Inc. 0.76% Add +52.8% 52,511 $1.6M
Vanguard Investments Australia, Ltd. 0.00% — 51,519 $1.6M
Ghisallo Capital Management LLC 0.04% Reduce -50.0% 50,000 $1.5M
Advisory Services Network, LLC 0.02% Reduce -2.4% 48,665 $1.5M
Wells Fargo & Company 0.00% Reduce -27.6% 48,225 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +386.4% 48,152 $1.5M
Jefferies Financial Group Inc. 0.02% New 47,500 $1.4M
AE Wealth Management LLC 0.01% Reduce -11.0% 46,217 $1.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +5.4% 45,804 $1.4M
Thrivent Financial for Lutherans 0.00% Add +13.3% 42,565 $1.3M
State of Alaska, Department of Revenue 0.01% Add +43.1% 42,141 $1.3M
Scotia Capital Inc. 0.01% New 39,797 $1.2M
Captrust Financial Advisors 0.00% Reduce -8.7% 37,922 $1.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 36,331 $1.1M
XTX Topco Ltd 0.02% Add +4.2% 35,655 $1.1M

"% 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 256 holders