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

13F Institutional Holders and Ownership History from Q2 2025 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
SMA on NYSE
Shares outstanding
55,299,345
Price per share
$30.94
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
37,662,398
Total reported value
$1,416,892,496
% of total 13F portfolios
0%
Share change
-441,266
Value change
-$11,739,497
Number of holders
158
Price from insider filings
$30.94
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of SmartStop Self Storage REIT, Inc. - Common Stock (SMA) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PRICE T ROWE ASSOCIATES INC /MD/ 19% +109% $183,105,243 +$26,062,765 5,913,679 +17% T. Rowe Price Associates, Inc. 31 Dec 2025
BlackRock, Inc. 5.8% -21% $99,235,780 +$26,896,977 3,207,362 +37% BlackRock, Inc. 31 Dec 2025
PRUDENTIAL FINANCIAL INC 5.1% -55% $94,387,944 -$21,676,511 2,820,076 -19% PRUDENTIAL FINANCIAL INC 30 Nov 2025
DEUTSCHE BANK AG\ 6.7% $73,835,067 2,067,630 DEUTSCHE BANK AG\ 30 Jun 2025
VANGUARD GROUP INC 5% $56,700,393 1,565,868 The Vanguard Group 30 Jun 2025
BlackRock Portfolio Management LLC 3.6% -35% $42,490,328 -$24,348,335 1,128,903 -36% BlackRock Portfolio Management LLC 30 Sep 2025
MILLENNIUM MANAGEMENT LLC 1.2% -78% $13,511,994 -$44,416,460 369,382 -77% Millennium Management LLC 30 Jun 2025

As of 30 Sep 2025, 158 institutional investors reported holding 37,662,398 shares of SmartStop Self Storage REIT, Inc. - Common Stock (SMA). This represents 68% of the company’s total 55,299,345 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SmartStop Self Storage REIT, Inc. - Common Stock (SMA) together control 54% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
PRICE T ROWE ASSOCIATES INC /MD/ 9.4% 5,202,808 +12% 0.02% $195,836,000
BlackRock, Inc. 6.8% 3,752,303 -8.8% 0% $141,236,671
PRUDENTIAL FINANCIAL INC 5.8% 3,181,365 +4.1% 0.14% $119,746,579
DEUTSCHE BANK AG\ 3.6% 1,974,996 -4.5% 0.02% $74,338,849
VANGUARD GROUP INC 2.9% 1,609,601 +2.8% 0% $60,585,381
WELLINGTON MANAGEMENT GROUP LLP 2.2% 1,196,065 +24% 0.01% $45,019,887
GOLDENTREE ASSET MANAGEMENT LP 2.1% 1,181,767 +24% 3.7% $44,392,992
DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.7% 959,547 +0.32% 0.41% $36,117,349
Schonfeld Strategic Advisors LLC 1.7% 956,893 +91% 0.25% $36,017,450
SILVERCREST ASSET MANAGEMENT GROUP LLC 1.6% 910,486 0.23% $34,270,693
Russell Investments Group, Ltd. 1.6% 894,621 +3.7% 0.04% $33,673,593
Zimmer Partners, LP 1.5% 852,665 +1.7% 0.78% $32,094,311
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.5% 822,700 -15% 0.01% $30,966,428
Aberdeen Group plc 1.5% 817,545 +77% 0.05% $30,416,762
AMERICAN CENTURY COMPANIES INC 1.3% 731,263 +8.8% 0.01% $27,524,739
GEODE CAPITAL MANAGEMENT, LLC 1.3% 712,947 +6.8% 0% $26,841,001
STATE STREET CORP 1.2% 658,593 +47% 0% $24,873,823
GOLDMAN SACHS GROUP INC 1.1% 616,960 +4.6% 0% $23,222,381
Allspring Global Investments Holdings, LLC 0.99% 547,365 +50% 0.03% $21,029,764
T. Rowe Price Investment Management, Inc. 0.88% 486,794 -6.2% 0.01% $18,323,000
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.82% 454,882 +2.8% 0% $17,121,758
SCHRODER INVESTMENT MANAGEMENT GROUP 0.78% 430,475 0.01% $15,978,583
Gillson Capital LP 0.75% 413,127 +11% 1.3% $15,550,000
Point72 Asset Management, L.P. 0.74% 409,642 +4622% 0.03% $15,418,915
JANUS HENDERSON GROUP PLC 0.66% 362,296 +3.8% 0.01% $13,636,481

Institutional Holders of SmartStop Self Storage REIT, Inc. - Common Stock (SMA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,095,451 $64,904,257 -$4,574,518 $30.94 26
2025 Q3 37,662,398 $1,416,892,496 -$11,739,497 $37.64 158
2025 Q2 37,893,596 $1,372,762,505 +$1,372,667,982 $36.23 122