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SMA · SmartStop Self Storage REIT, Inc.

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$34.30 -0.06 (-0.17%) At close · Jul 22
Market Cap
$1.90B
Shares
55.37M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 259
Total Value: $1,452,601,678
Total Shares: 47,904,535
Showing 1–100 of 260 holdings by value · page 1 of 3

Institutional Ownership Trend

5 quarters

Holder Concentration

Across 256 13F filers
Top Holder
12.5%
Jun 2025 → Mar 2026 · range 12.2% – 13.7%
of institutional value
Top 5
40.7%
Jun 2025 → Mar 2026 · range 38.7% – 41.5%
of institutional value
Top 10
58.0%
Jun 2025 → Mar 2026 · range 53.1% – 58.0%
of institutional value
HHI
476
Jun 2025 → Mar 2026 · range 426 – 493
Broadly held
Showing 100 of 260
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega PRICE T ROWE ASSOCIATES INC /MD/ $180,757,759 12.44% 5,969,543
Mega BlackRock, Inc. $155,709,141 10.72% 5,142,310
Mega GOLDMAN SACHS GROUP INC $103,791,573 7.15% 3,427,727
Mega PRINCIPAL FINANCIAL GROUP INC $78,610,906 5.41% 2,596,133
Large PRUDENTIAL FINANCIAL INC $71,249,929 4.90% 2,353,036
Mega VANGUARD CAPITAL MANAGEMENT LLC $65,987,326 4.54% 2,179,238
Mega STATE STREET CORP $65,504,360 4.51% 2,163,288
Mega GEODE CAPITAL MANAGEMENT, LLC $43,478,083 2.99% 1,435,868
Mid GOLDENTREE ASSET MANAGEMENT LP $40,259,531 2.77% 1,329,575
Mega Nuveen, LLC $34,661,212 2.39% 1,144,690
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $29,718,062 2.05% 981,442
Small Conversant Capital LLC $25,971,610 1.79% 857,715
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $25,636,228 1.76% 846,639
Mid DUFF & PHELPS INVESTMENT MANAGEMENT CO $25,185,540 1.73% 831,755
Mega T. Rowe Price Investment Management, Inc. $24,281,834 1.67% 801,910
Large Aberdeen Group plc $22,454,042 1.55% 741,547
Large SILVERCREST ASSET MANAGEMENT GROUP LLC $22,187,488 1.53% 732,744
Mid Long Pond Capital, LP $18,575,508 1.28% 613,458
Mid Zimmer Partners, LP $18,168,000 1.25% 600,000
Mega MILLENNIUM MANAGEMENT LLC $17,913,769 1.23% 591,604
Mega NORTHERN TRUST CORP Bank $16,361,553 1.13% 540,342
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $12,547,244 0.86% 414,374
Mid INDEPENDENT FINANCIAL GROUP, LLC $12,175,540 0.84% 374,632
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $10,784,948 0.74% 356,174
Mega VANGUARD FIDUCIARY TRUST CO Bank $10,677,000 0.74% 352,609
Mega MORGAN STANLEY $10,414,955 0.72% 343,955
Large Cetera Investment Advisers $9,573,930 0.66% 316,180
Mega LPL Financial LLC $8,791,374 0.61% 290,336
Mega UBS Group AG $8,221,503 0.57% 271,516
Large Hudson Bay Capital Management LP $7,637,706 0.53% 252,236
Mega JANUS HENDERSON GROUP PLC $7,449,243 0.51% 246,012
Mid PICTON MAHONEY ASSET MANAGEMENT $7,387,472 0.51% 243,972
Mega Bank of New York Mellon Corp Bank $6,998,159 0.48% 231,115
Mid CHILTON CAPITAL MANAGEMENT LLC $6,787,595 0.47% 224,161
Mega BANK OF AMERICA CORP /DE/ Bank $6,739,902 0.46% 222,586
Mega JPMORGAN CHASE & CO $6,637,253 0.46% 219,196
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $6,506,049 0.45% 214,863
Mega Clearbridge Investments, LLC $6,407,066 0.44% 211,594
Large Daiwa Securities Group Inc. Broker-Dealer $6,048,369 0.42% 199,748
Mega Legal & General Group Plc $5,913,804 0.41% 195,304
Large SEI INVESTMENTS CO $5,697,090 0.39% 188,147
Large 1832 Asset Management L.P. $5,683,556 0.39% 187,700
Large Kestra Advisory Services, LLC $5,677,833 0.39% 187,511
Large CI INVESTMENTS INC. $5,599,438 0.39% 184,922
Mid CHOREO, LLC $5,412,216 0.37% 178,739
Small Polymer Capital Management (US) LLC $5,182,119 0.36% 171,140
Mega AMERIPRISE FINANCIAL INC $4,836,108 0.33% 159,713
Mid PEREGRINE CAPITAL MANAGEMENT LLC $4,713,442 0.32% 145,029
Small CENTAURUS FINANCIAL, INC. $4,603,014 0.32% 152,015
Mid Prime Capital Investment Advisors, LLC $4,422,787 0.30% 146,063
Large BROOKFIELD Corp /ON/ $4,075,021 0.28% 134,578
Large Cambridge Investment Research Advisors, Inc. $4,039,866 0.28% 133,417
Large COMMONWEALTH EQUITY SERVICES, LLC $3,946,210 0.27% 130,324
Mid Merit Financial Group, LLC $3,801,394 0.26% 116,966
Mega ENVESTNET ASSET MANAGEMENT INC $3,530,648 0.24% 116,600
Mid Lighthouse Investment Partners, LLC $3,315,660 0.23% 109,500
Mega Swiss National Bank Bank $3,315,660 0.23% 109,500
Mid OVERSEA-CHINESE BANKING Corp Ltd $3,158,567 0.22% 104,312
Large STRS OHIO $3,155,176 0.22% 104,200
Large Russell Investments Group, Ltd. $3,061,244 0.21% 101,098
Large Verition Fund Management LLC $3,013,314 0.21% 99,515
Mega HSBC HOLDINGS PLC $2,899,188 0.20% 95,746
Large Quantinno Capital Management LP $2,844,200 0.20% 93,930
Mega FRANKLIN RESOURCES INC $2,798,144 0.19% 92,409
Large NOMURA ASSET MANAGEMENT CO LTD $2,610,136 0.18% 86,200
Mega RAYMOND JAMES FINANCIAL INC $2,528,833 0.17% 83,515
Large Asset Management One Co., Ltd. $2,336,465 0.16% 77,162
Large COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $2,333,760 0.16% 71,808
Mega Invesco Ltd. $2,294,677 0.16% 75,782
Large Man Group plc $2,293,588 0.16% 75,746
Mega ROYAL BANK OF CANADA Bank $2,189,787 0.15% 72,318
Mega BNP PARIBAS ARBITRAGE, SA $2,176,586 0.15% 71,882
Mega RHUMBLINE ADVISERS $2,148,880 0.15% 70,967
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $2,109,123 0.15% 69,654
Mega ALLIANCEBERNSTEIN L.P. $1,990,819 0.14% 65,747
Mega CITIGROUP INC $1,988,305 0.14% 65,664
Mid Paralel Advisors LLC $1,968,200 0.14% 65,000
Micro Sequent Planning LLC $1,955,209 0.13% 64,571
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $1,922,689 0.13% 63,497
Mega Sumitomo Mitsui Trust Group, Inc. $1,856,012 0.13% 61,295
Mega DEUTSCHE BANK AG\ Bank $1,723,083 0.12% 56,905
Large Allianz Asset Management GmbH $1,690,835 0.12% 55,840
Large STIFEL FINANCIAL CORP $1,690,502 0.12% 55,829
Mid PFG Investments, LLC $1,666,823 0.11% 55,047
Micro Premier Private Wealth Management LLC $1,651,017 0.11% 54,525
Small Blue Sky Capital Consultants Group, Inc. $1,590,033 0.11% 52,511
Large Vanguard Investments Australia, Ltd. $1,559,995 0.11% 51,519
Mid Ghisallo Capital Management LLC $1,514,000 0.10% 50,000
Mid Advisory Services Network, LLC $1,473,576 0.10% 48,665
Mega WELLS FARGO & COMPANY/MN $1,460,251 0.10% 48,225
Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank $1,458,042 0.10% 48,152
Large Jefferies Financial Group Inc. $1,438,300 0.10% 47,500
Mid AE Wealth Management LLC $1,399,437 0.10% 46,217
Mega Mitsubishi UFJ Asset Management Co., Ltd. $1,386,945 0.10% 45,804
Mid State of Alaska, Department of Revenue $1,369,581 0.09% 42,141
Large Thrivent Financial for Lutherans $1,288,868 0.09% 42,565
Large SCOTIA CAPITAL INC. $1,205,053 0.08% 39,797
Small Vanderbilt University Endowment $1,156,740 0.08% 35,592
Large CAPTRUST FINANCIAL ADVISORS $1,148,278 0.08% 37,922
Mega VANGUARD ASSET MANAGEMENT, Ltd $1,100,102 0.08% 36,331
Key facts CIK 1585389 CUSIP 83192D402 13F (30d) 30 filings 30 filers Visit website Investor relations

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