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

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

0Shares held by institutions

$0Value of institutional holdings

126.79%Institutional ownership %

0.00%Shares Changed QoQ

122No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

SmartStop Self Storage REIT, Inc. (NYSE:SMA) has 234 institutional investors that have filed 13F reports for the period ending December 2025.

Collectively, these holders controlled 72.7% of SmartStop Self Storage REIT's outstanding shares in December 2025, up from 68.9% in September 2025.
They increased total shares held in SmartStop Self Storage REIT by 27.72% from the prior quarter, while the number of investors in SMA stayed flat year over year.
Among the 234 funds, 177 bought more SmartStop Self Storage REIT shares, 47 sold down, and 10 held their ground.
Combined, these investors held 40.23Mn shares in SMA for December 2025, up by 8.73Mn shares quarter on quarter, and with no net change year over year.
VANGUARD GROUP INC holds the largest position in SMA at 3.58Mn shares as of December 31, 2025, or 6.46% of shares outstanding.
Leading buyers of SmartStop Self Storage REIT shares for the quarter ending 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).
The largest sellers of SmartStop Self Storage REIT for the quarter ending December 2025 were Allspring Global Investments Holdings, LLC (524.98K), Schonfeld Strategic Advisors LLC (451.69K), BlackRock, Inc. (282.08K), Bank Of America Corp /De/ (278.9K), Prudential Financial Inc (229.96K).
SmartStop Self Storage REIT's 10 largest shareholders as of December 2025 include 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 (1.1Mn), GEODE CAPITAL MANAGEMENT, LLC (1.01Mn) per Business Quant data.

234 Institutional Holders

0 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	-282,081	-7.52%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	1,967,321	122.22%	$0.00
Aberdeen Group plc	31 Dec, 2025	149,391	18.27%	$0.00
Barclays Plc	31 Dec, 2025	-11,617	-19.28%	$0.00
Prudential Financial Inc	31 Dec, 2025	-229,960	-7.23%	$0.00
Russell Investments Group, Ltd.	31 Dec, 2025	-58,358	-6.52%	$0.00
Principal Financial Group Inc	31 Dec, 2025	2,047,400	10,361.86%	$0.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	128,367	26.37%	$0.00
DEUTSCHE BANK AG\	31 Dec, 2025	-154,533	-7.82%	$0.00
Nuveen, LLC	31 Dec, 2025	335,109	161.10%	$0.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	218,386	18.26%	$0.00
RUSH ISLAND MANAGEMENT, LP	31 Dec, 2025	505,613	0.00%	$0.00
GOLDENTREE ASSET MANAGEMENT LP	31 Dec, 2025	-15,692	-1.33%	$0.00
Schonfeld Strategic Advisors LLC	31 Dec, 2025	-451,691	-47.20%	$0.00
State Street Corp	31 Dec, 2025	487,811	74.07%	$0.00
Cetera Investment Advisers	31 Dec, 2025	299,923	203.76%	$0.00
DUFF & PHELPS INVESTMENT MANAGEMENT CO	31 Dec, 2025	140,153	14.61%	$0.00
Burkehill Global Management, LP	31 Dec, 2025	0	0.00%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	293,605	41.18%	$0.00
UBS Group AG	31 Dec, 2025	-66,062	-25.43%	$0.00

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