SmartStop Self Storage REIT, Inc. (SMA) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

27,198,214Shares Outstanding

486,030Shares held by institutions

$16,661,108Value of institutional holdings

145.61%Institutional ownership %

28.20%Shares Changed QoQ

227No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

SmartStop Self Storage REIT, Inc. (NYSE:SMA) currently has 227 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

The percentage of SmartStop Self Storage REIT owned by institutions changed from 138.5% in September 2025 to 145.6% in December 2025, marking a slight up trend.
Quarterly data indicates a 28.20% shift in institutional share volume, and the annual owner count reflects an unavailable change.
A review of institutional activity for SmartStop Self Storage REIT shows 169 of 227 filers increasing their positions, while 48 reduced their stake, and 10 remained unchanged.
This class of investors increased its holdings in SmartStop Self Storage REIT to 39.60Mn shares for the 13F-cycle ending December 2025, up by 8.71Mn shares quarter on quarter, and down N/A shares year over year.
VANGUARD GROUP INC's holding of 3.58Mn shares as of December 31, 2025 makes it the primary institutional investor in SmartStop Self Storage REIT, owning 13.15% of the stock.
Among the most significant buyers of SmartStop Self Storage REIT during December 2025 were PRINCIPAL FINANCIAL GROUP INC (2.05Mn), VANGUARD GROUP INC (1.97Mn), BNP Paribas Asset Management Holding S.A. (522.76K), RUSH ISLAND MANAGEMENT, LP (505.61K), STATE STREET CORP (487.81K).
Leading sellers of SmartStop Self Storage REIT stock in December 2025 included Allspring Global Investments Holdings, LLC (524.98K), Schonfeld Strategic Advisors LLC (451.69K), T. Rowe Price Investment Management, Inc. (317.06K), BlackRock, Inc. (282.08K), PRUDENTIAL FINANCIAL INC (229.96K).
The top 10 institutional holders of SmartStop Self Storage REIT for the quarter ending December 2025 included VANGUARD GROUP INC (3.58Mn), BlackRock, Inc. (3.47Mn), PRUDENTIAL FINANCIAL INC (2.95Mn), PRINCIPAL FINANCIAL GROUP INC (2.07Mn), DEUTSCHE BANK AG\ (1.82Mn), WELLINGTON MANAGEMENT GROUP LLP (1.41Mn), GOLDENTREE ASSET MANAGEMENT LP (1.17Mn), STATE STREET CORP (1.15Mn), DUFF & PHELPS INVESTMENT MANAGEMENT CO (1.10Mn), GEODE CAPITAL MANAGEMENT, LLC (1.01Mn).

227 Institutional Holders

486,030 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	3,576,922	1,967,321	122.22%	$110,669,968.00
BlackRock, Inc.	31 Dec, 2025	3,470,222	-282,081	-7.52%	$107,368,671.00
PRUDENTIAL FINANCIAL INC	31 Dec, 2025	2,951,405	-229,960	-7.23%	$91,316,471.00
PRINCIPAL FINANCIAL GROUP INC	31 Dec, 2025	2,067,159	2,047,400	10,361.86%	$63,957,851.00
DEUTSCHE BANK AG\	31 Dec, 2025	1,820,463	-154,533	-7.82%	$56,325,125.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	1,414,451	218,386	18.26%	$43,763,114.00
GOLDENTREE ASSET MANAGEMENT LP	31 Dec, 2025	1,166,075	-15,692	-1.33%	$36,006,918.00
STATE STREET CORP	31 Dec, 2025	1,146,404	487,811	74.07%	$35,623,927.00
DUFF & PHELPS INVESTMENT MANAGEMENT CO	31 Dec, 2025	1,099,700	140,153	14.61%	$34,024,718.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,006,552	293,605	41.18%	$31,149,541.00
Aberdeen Group plc	31 Dec, 2025	966,936	149,391	18.27%	$29,917,000.00
Russell Investments Group, Ltd.	31 Dec, 2025	836,263	-58,358	-6.52%	$25,873,980.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	795,696	178,736	28.97%	$24,618,848.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	794,289	-28,411	-3.45%	$24,575,302.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	786,607	331,725	72.93%	$24,337,621.00
SILVERCREST ASSET MANAGEMENT GROUP LLC	31 Dec, 2025	785,649	-124,837	-13.71%	$24,307,980.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	645,699	-85,564	-11.70%	$19,977,927.00
Zimmer Partners, LP	31 Dec, 2025	631,500	-221,165	-25.94%	$19,538,610.00
Nuveen, LLC	31 Dec, 2025	543,119	335,109	161.10%	$16,804,102.00
BNP Paribas Asset Management Holding S.A.	31 Dec, 2025	522,760	522,760	0.00%	$16,174.00

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