SMA · SmartStop Self Storage REIT, Inc. · Shareholders & Ownership

$35.44 +0.00 (+0.00%)

Russell 2000 member Rebalance outlook locked

Market Cap

$1.91B

55.37M

Volume · Oct 22 744.46K Avg daily vol (3M) 719.37K

Every disclosed holder of SMA in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns SMA

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	267	51,331,880	92.71%	Yes
Insiders (Forms 3, 4, 5)	10	86,327	0.16%	Yes
13D/G-only blocks	1	1,128,903	2.04%	Yes
Remaining	—	2,821,793	5.10%	Rest
Registered funds (N-PORT, not summed)	199	20,019,062	36.16%	No

Shares outstanding: 55,368,903, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of SMA

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,754,574	10.39%	+615,150	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,416,274	9.78%	+273,964	Jun 30, 2026	carried, not yet filed for the newest quarter
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,428,002	2.58%	+103,377	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	515,952	0.93%	+32,833	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Core U.S. REIT ETF Fund S000015627 · Registered fund · Jul 31, 2026 iShares Trust, not summed	207,472	0.37%	+28,408	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Global REIT ETF Fund S000045649 · Registered fund · Jul 31, 2026 iShares Trust, not summed	150,735	0.27%	+3,895	Jul 31, 2026	iShares Trust, not summed
2	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,270,721	9.52%	-698,822	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	PRICE T ROWE ASSOCIATES INC /MD/ 13G CIK 80255 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,270,721	9.52%	-639,227	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	T. Rowe Price Real Assets Fund, Inc. Fund S000029428 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ASSETS FUND, INC., not summed	1,677,560	3.03%	-66,361	Jun 30, 2026	T. ROWE PRICE REAL ASSETS FUND, INC., not summed
2.3	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	508,727	0.92%	+156,952	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
2.4	T. Rowe Price Real Estate Fund, Inc. Fund S000002107 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ESTATE FUND, INC., not summed	236,297	0.43%	0	Jun 30, 2026	T. ROWE PRICE REAL ESTATE FUND, INC., not summed
2.5	T. Rowe Price Global Real Estate Fund, Inc. Fund S000024038 · Registered fund · Jun 30, 2026 T. ROWE PRICE GLOBAL REAL ESTATE FUND, INC., not summed	34,134	0.06%	-808	Jun 30, 2026	T. ROWE PRICE GLOBAL REAL ESTATE FUND, INC., not summed
3	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,205,785	5.79%	+609,652	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	PRINCIPAL GLOBAL INVESTORS, LLC 13G CIK 769734 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,096,322	5.59%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	Real Estate Securities Fund Fund S000007212 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,376,765	2.49%	+24,659	Jul 31, 2026	Principal Funds, Inc, not summed
3.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	181,903	0.33%	+180,087	Jul 31, 2026	Principal Funds, Inc, not summed
3.4	Real Estate Securities Account Fund S000007673 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	61,062	0.11%	+12,988	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
3.5	Principal Real Estate Active Opportunities ETF Fund S000076068 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	10,677	0.02%	+1,868	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,899,665	5.24%	+112,013	Jun 30, 2026	carried, not yet filed for the newest quarter
5	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,744,749	4.96%	-682,978	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	109,916	0.20%	-4,666	May 31, 2026	Goldman Sachs Trust, not summed
5.2	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	106,690	0.19%	-40,244	Jul 31, 2026	Goldman Sachs Trust, not summed
5.3	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	92,682	0.17%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
5.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	9,133	0.02%	-23,510	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
5.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	8,466	0.02%	+2,563	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,367,053	4.28%	+187,815	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,833,393	5.12%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,244,402	4.05%	+81,114	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	95,938	0.17%	-4,033	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF Fund S000021764 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	40,767	0.07%	+567	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
7.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	19,900	0.04%	+800	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.4	State Street Real Estate Securities V.I.S. Fund Fund S000001638 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	3,200	0.01%	—	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
7.5	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,426	0.00%	+104	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
8	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	2,106,096	3.80%	+50,512	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,678,879	3.03%	+167,400	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,630,366	2.94%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,574,206	2.84%	+138,338	Jun 30, 2026	carried, not yet filed for the newest quarter
12	CENTERSQUARE INVESTMENT MANAGEMENT LLC 13F CIK 1725296 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,415,860	2.56%	+1,415,860	Jun 30, 2026	carried, not yet filed for the newest quarter
13	BlackRock Portfolio Management LLC 13G CIK 2052113 · Holding company · Sep 30, 2025 Rule 13d-1(b), qualified institution	1,128,903	2.04%	-646,898	Sep 30, 2025	Rule 13d-1(b), qualified institution
14	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,079,954	1.95%	+278,044	Jun 30, 2026	carried, not yet filed for the newest quarter
15	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,034,596	1.87%	-1,318,440	Jun 30, 2026	carried, not yet filed for the newest quarter
16	DUFF & PHELPS INVESTMENT MANAGEMENT CO 13F CIK 765443 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	967,028	1.75%	+135,273	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	956,577	1.73%	+956,577	Jun 30, 2026	carried, not yet filed for the newest quarter
18	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	932,759	1.68%	-48,683	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	496,381	0.90%	-50,392	May 31, 2026	MFS SERIES TRUST XIII, not summed
18.2	MFS Core Equity Fund Fund S000000763 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	202,452	0.37%	-10,424	May 31, 2026	MFS SERIES TRUST I, not summed
18.3	MFS Core Equity Portfolio Fund S000002656 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST II, not summed	9,153	0.02%	-225	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST II, not summed
18.4	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	8,604	0.02%	-528	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
18.5	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	1,134	0.00%	-164	Jul 31, 2026	MFS Series Trust XV, not summed
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	896,899	1.62%	+50,260	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	390,806	0.71%	+8,485	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	265,655	0.48%	-4,495	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	137,096	0.25%	+14,986	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	33,994	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	33,603	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20	Irenic Capital Management LP 13F CIK 1929389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	876,608	1.58%	+876,608	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	851,253	1.54%	-293,437	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Nuveen Real Estate Securities Select Fund Fund S000005369 · Registered fund · Jun 30, 2026 TIAA-CREF Funds, not summed	391,204	0.71%	-216,218	Jun 30, 2026	TIAA-CREF Funds, not summed
21.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	184,763	0.33%	+13,921	Jun 30, 2026	College Retirement Equities Fund, not summed
21.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	75,189	0.14%	+10,050	Jul 31, 2026	TIAA-CREF Funds, not summed
21.4	Nuveen Real Estate Securities Fund Fund S000005563 · Registered fund · Jun 30, 2026 Nuveen Investment Funds, Inc., not summed	70,275	0.13%	-1,060	Jun 30, 2026	Nuveen Investment Funds, Inc., not summed
21.5	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	51,450	0.09%	-33,754	Jun 30, 2026	College Retirement Equities Fund, not summed
22	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	675,774	1.22%	-56,970	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	638,075	1.15%	+18,336	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	579,922	1.05%	+39,580	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	28,643	0.05%	+2,463	Jun 30, 2026	Northern Funds, not summed
24.2	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	21,170	0.04%	+1,939	Jun 30, 2026	Northern Funds, not summed
24.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,063	0.01%	-136	Jun 30, 2026	Northern Funds, not summed
25	GOLDENTREE ASSET MANAGEMENT LP 13F CIK 1278951 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	501,768	0.91%	-827,807	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Bridge Builder Small/Mid Cap Value Fund Fund S000048337 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	495,926	0.90%	-760	Jun 30, 2026	Bridge Builder Trust, not summed
27	Long Pond Capital, LP 13F CIK 1499066 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	444,839	0.80%	-168,619	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Zimmer Partners, LP 13F CIK 1565854 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	437,500	0.79%	-162,500	Jun 30, 2026	carried, not yet filed for the newest quarter
29	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	389,780	0.70%	+99,444	Jun 30, 2026	carried, not yet filed for the newest quarter
30	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	375,764	0.68%	+19,590	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	369,899	0.67%	+17,290	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	369,491	0.67%	+4,815	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
33	INDEPENDENT FINANCIAL GROUP, LLC 13F CIK 275484 · Registered investment adviser · Sep 30, 2026	362,619	0.65%	-12,013	Sep 30, 2026
34	Aberdeen Group plc 13F CIK 1716774 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	348,725	0.63%	-392,822	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	abrdn U.S. Small Cap Equity Fund Fund S000020297 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	161,366	0.29%	+30,279	Jul 31, 2026	abrdn Funds, not summed
35	Cetera Investment Advisers 13F CIK 1666741 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	303,577	0.55%	-12,603	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	286,017	0.52%	+131,384	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
37	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	264,581	0.48%	-6,935	Jun 30, 2026	carried, not yet filed for the newest quarter
38	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	259,427	0.47%	+40,231	Jun 30, 2026	carried, not yet filed for the newest quarter
39	PGIM Global Real Estate Fund Fund S000004628 · Registered fund · Jul 31, 2026 Prudential Investment Portfolios 12, not summed	251,688	0.45%	-81,027	Jul 31, 2026	Prudential Investment Portfolios 12, not summed
40	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	250,469	0.45%	+19,354	Jun 30, 2026	carried, not yet filed for the newest quarter
41	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	247,877	0.45%	+226,359	Jun 30, 2026	carried, not yet filed for the newest quarter
42	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	241,155	0.44%	+18,569	Jun 30, 2026	carried, not yet filed for the newest quarter
43	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	236,822	0.43%	+21,959	Jun 30, 2026	carried, not yet filed for the newest quarter
44	PICTON MAHONEY ASSET MANAGEMENT 13F CIK 1539041 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	232,347	0.42%	-11,625	Jun 30, 2026	carried, not yet filed for the newest quarter
45	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	231,241	0.42%	+231,241	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Cohen & Steers Real Estate Active ETF Fund S000088341 · Registered fund · Jun 30, 2026 Cohen & Steers ETF Trust, not summed	231,241	0.42%	—	Jun 30, 2026	Cohen & Steers ETF Trust, not summed
46	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	228,854	0.41%	+69,141	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Columbia Adaptive Risk Allocation Fund Fund S000037262 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	39,912	0.07%	-19,137	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
46.2	CTIVP - CenterSquare Real Estate Fund Fund S000028695 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	23,060	0.04%	—	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
47	CHILTON CAPITAL MANAGEMENT LLC 13F CIK 1056859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	217,244	0.39%	-6,917	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	211,712	0.38%	+118	Jun 30, 2026	carried, not yet filed for the newest quarter
49	1832 Asset Management L.P. 13F CIK 944388 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	204,658	0.37%	+16,958	Jun 30, 2026	carried, not yet filed for the newest quarter
50	CHOREO, LLC 13F CIK 1679031 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	200,728	0.36%	+21,989	Jun 30, 2026	carried, not yet filed for the newest quarter

23 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1585389 CUSIP 83192D402 13F (30d) 37 filings 37 filers Visit website Investor relations