SmartStop Self Storage REIT SMA Institutional Ownership

NYSE SMA

$34.44 -0.15 (-0.43%)

As of: Oct 21, 2026 · 3:59 PM EDT

Institutions by Trading Activity

262 Institutions

Increased 142 54.2%

Unchanged 33 12.6%

Reduced 87 33.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

92.81%

▲+1.14 pp QoQ

Shares Held by Institutions

51.28Mn

of 55.26Mn outstanding

▲+1.28% QoQ

Shares Outstanding

55.26Mn

3.97Mn held outside 13F filers

Institutional Investors

262

filed 13F for Jun 2026

▲+8 vs prior quarter

Net Shares Added (QoQ)

+646.08K

accumulated since last quarter

Value of Holdings

$1.77Bn

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

Updated Oct 11, 2026

SmartStop Self Storage REIT, Inc. (NYSE:SMA) counted 262 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

These investors held 92.81% of SmartStop Self Storage REIT's outstanding shares at the end of Q2 2026, up from 91.67% in Q1 2026.
Total holdings of SmartStop Self Storage REIT shares rose 1.28% from Q1 2026, and the number of holders rose 116.53% from Q2 2025.
Looking at the 262 holders of SMA individually, 142 added to their positions, 87 reduced their stakes and 33 left their positions unchanged.
In total, institutional investors held 51.28Mn shares of SmartStop Self Storage REIT at the end of Q2 2026, up 646.08K from the prior quarter and up 14.28Mn from a year earlier.
BlackRock, Inc. led 13F holders of SMA with 5.42Mn shares as of June 30, 2026, or 9.80% of shares outstanding.
Holders that added the most shares of SmartStop Self Storage REIT in Q2 2026 were Principal Financial Group Inc (+609.65K shares), T. Rowe Price Investment Management, Inc. (+278.04K shares), BlackRock, Inc. (+273.96K shares), Susquehanna International Group, LLP (+226.36K shares) and Vanguard Capital Management LLC (+187.81K shares).
The biggest cuts to SMA positions during Q2 2026 came from Prudential Financial Inc (-1.32Mn shares), Goldentree Asset Management LP (-827.81K shares), T. Rowe Price Associates Inc (-698.82K shares), Goldman Sachs Group Inc (-682.98K shares) and Millennium Management LLC (-568K shares).
According to Business Quant data, the leading holders of SMA for Q2 2026 were BlackRock, Inc. (5.42Mn shares), T. Rowe Price Associates Inc (5.27Mn shares), Principal Financial Group Inc (3.21Mn shares), Vanguard Portfolio Management LLC (2.9Mn shares), Goldman Sachs Group Inc (2.74Mn shares), Vanguard Capital Management LLC (2.37Mn shares), State Street Corp (2.24Mn shares), Norges Bank (1.63Mn shares), Geode Capital Management, LLC (1.57Mn shares) and Centersquare Investment Management LLC (1.42Mn shares).

Form 13F Holdings

262 Institutional Holders

Report period 30 Jun, 2026

Total shares held 51.28Mn

Of outstanding 92.81%

#	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	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
20	Northern Trust Corp	0000073124	579,922	1.05%	▲39,580	+7.32%	$18.85Mn

Showing 1 to 20 of 262 holders