SmartStop Self Storage REIT SMA Institutional Ownership

NYSE SMA

$31.95 -0.65 (-1.99%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

261 Institutions

Increased 141 54.0%

Unchanged 32 12.3%

Reduced 88 33.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

94.43%

▲+1.67 pp QoQ

Shares Held by Institutions

52.18Mn

of 55.26Mn outstanding

▲+6.91% QoQ

Shares Outstanding

55.26Mn

3.08Mn held outside 13F filers

Institutional Investors

261

filed 13F for Jun 2026

▲+7 vs prior quarter

Net Shares Added (QoQ)

+3.37Mn

accumulated since last quarter

Value of Holdings

$1.70Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

SmartStop Self Storage REIT, Inc. (NYSE:SMA) is held by 261 institutional investors per 13F filings through June 2026.

They owned 94.4% of outstanding stock in June 2026, up from 92.8% the prior quarter.
They increased total shares held in SmartStop Self Storage REIT by 6.91% from the prior quarter, while the number of investors in SMA increased 112.2% year over year.
During the quarter, 141 of these 261 funds increased positions in SMA, 88 reduced exposure, and 32 held steady.
Combined, these investors held 52.18Mn shares in SMA for June 2026, up by 3.37Mn shares quarter on quarter, and up 13.44Mn shares year over year.
As of June 30, 2026, the biggest holder of SmartStop Self Storage REIT is BlackRock, Inc. at 5.42Mn shares, representing 9.8% of shares outstanding.
Top purchasers of SMA stock for the quarter ending June 2026 included NORGES BANK (1.63Mn), CENTERSQUARE INVESTMENT MANAGEMENT LLC (1.42Mn), Alyeska Investment Group, L.P. (956.58K), Sixth Street Partners Management Company, L.P. (896.9K), Irenic Capital Management LP (876.61K).
The largest sales of SMA for the quarter ending June 2026 came from Prudential Financial Inc (1.32Mn), GOLDENTREE ASSET MANAGEMENT LP (827.81K), PRICE T ROWE ASSOCIATES INC /MD/ (698.82K), Goldman Sachs Group Inc (682.98K), MILLENNIUM MANAGEMENT LLC (568.0K).
SmartStop Self Storage REIT's 10 largest shareholders as of June 2026 include BlackRock, Inc. (5.42Mn), PRICE T ROWE ASSOCIATES INC /MD/ (5.27Mn), Principal Financial Group Inc (3.21Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (2.9Mn), Goldman Sachs Group Inc (2.74Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.37Mn), State Street Corp (2.24Mn), NORGES BANK (1.63Mn), GEODE CAPITAL MANAGEMENT, LLC (1.57Mn), CENTERSQUARE INVESTMENT MANAGEMENT LLC (1.42Mn) per Business Quant data.

Form 13F Holdings

261 Institutional Holders

Report period 30 Jun, 2026

Total shares held 52.18Mn

Of outstanding 94.43%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	5,416,274	9.80%	▲273,964	+5.33%	$176.03Mn
2	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	5,270,721	9.54%	▼698,822	-11.71%	$171.30K
3	Principal Financial Group Inc	0001126328	3,205,785	5.80%	▲609,652	+23.48%	$104.19Mn
4	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,899,665	5.25%	▲112,013	+4.02%	$94.24Mn
5	Goldman Sachs Group Inc	0000886982	2,744,749	4.97%	▼682,978	-19.93%	$89.20Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,367,053	4.28%	▲187,815	+8.62%	$76.93Mn
7	State Street Corp	0000093751	2,244,402	4.06%	▲81,114	+3.75%	$73.23Mn
8	NORGES BANK	0001374170	1,630,366	2.95%	▲1,630,366	0.00%	$52.99Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,574,206	2.85%	▲138,338	+9.63%	$51.17Mn
10	CENTERSQUARE INVESTMENT MANAGEMENT LLC	0001725296	1,415,860	2.56%	▲1,415,860	0.00%	$46.02Mn
11	T. Rowe Price Investment Management, Inc.	0001897612	1,079,954	1.95%	▲278,044	+34.67%	$35.10K
12	Prudential Financial Inc	0001137774	1,034,596	1.87%	▼1,318,440	-56.03%	$33.62Mn
13	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0000765443	967,028	1.75%	▲135,273	+16.26%	$31.43Mn
14	Alyeska Investment Group, L.P.	0001453072	956,577	1.73%	▲956,577	0.00%	$31.09Mn
15	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	932,759	1.69%	▼48,683	-4.96%	$30.31Mn
16	Sixth Street Partners Management Company, L.P.	0001812095	896,899	1.62%	▲896,899	0.00%	$29.15Mn
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	896,899	1.62%	▲50,260	+5.94%	$29.15Mn
17	Irenic Capital Management LP	0001929389	876,608	1.59%	▲876,608	0.00%	$28.49Mn
18	Nuveen, LLC	0001871926	851,253	1.54%	▼293,437	-25.63%	$27.67Mn
19	SILVERCREST ASSET MANAGEMENT GROUP LLC	0001232395	675,774	1.22%	▼56,970	-7.77%	$21.96Mn

Showing 1 to 20 of 261 holders