13F reference period
Q3 2026
Security Snapshot
SmartStop Self Storage REIT, Inc. - Common Stock (SMA) Institutional Ownership
CUSIP: 83192D402
13F Institutional Holders and Ownership History from Q2 2025 to Q3 2026
Institutions Reporting
155
Shares (Excl. Options)
21.26M
Full value: 21,259,778 · shares · 30 Sep 2026Price
$32.20
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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- Security type / class
- Equity / Common Stock
- Symbol
- SMA on NYSE
- All holders as of 30 Sep 2026
- Q3 2026
- Total 13F shares
- 21,259,778
- Total 13F value
- $691,131,629
- Portfolio coverage rank
- 0%
- Share change
- +2,321,788
- Value change
- +$77,849,698
- Number of holders
- 155
- Underlying class
- Common Stock
- Underlying shares
- 1.0
- Shares outstanding
- 55,369,128
- SEC-reported price per share
- $32.99
- Insider filing price
- $32.99
Latest holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
2 source fields
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- SMA - SmartStop Self Storage REIT, Inc. - Common Stock is tracked under CUSIP 83192D402.
- 155 institutions reported positions in Q3 2026.
- 10 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 260 to 155 between Q2 2026 and Q3 2026.
- SEC-reported value moved from to
$1.67B
Full value: $1,669,506,224 · USD · 30 Jun 2026.$691.13M
Full value: $691,131,629 · USD · 30 Sep 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 155 institutions filings for Q3 2026.
Security key
83192D402
13F reference period
Q3 2026
13F holders
155
13D/G owners
10
CIK / CUSIP context first
Open Q3 2026 holders
SMA full holder history
SmartStop Self Storage REIT, Inc. SEC filings
SmartStop Self Storage REIT, Inc. company facts
SmartStop Self Storage REIT, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 83192D402:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
10
Security
SMA
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 10% | +12% | $184,836,917 | +$19,758,618 | 5,754,574 | +12% | BlackRock, Inc. | 30 Sep 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 9.5% | -11% | $171,403,847 | -$20,787,662 | 5,270,721 | -11% | T. Rowe Price Associates, Inc. | 30 Jun 2026 |
| NORGES BANK | 6% | $108,867,000 | 3,300,000 | Norges Bank | 30 Sep 2026 | |||
| PRINCIPAL GLOBAL INVESTORS | 5.6% | $100,692,391 | 3,096,322 | PRINCIPAL REAL ESTATE INVESTORS LLC | 30 Jun 2026 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5.1% | $92,141,940 | 2,833,393 | Vanguard Capital Management | 30 Jun 2026 | |||
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.1% | $85,057,913 | 2,809,046 | Vanguard Portfolio Management | 31 Mar 2026 | |||
| PRUDENTIAL FINANCIAL INC | 4.3% | -52% | $74,685,363 | -$18,992,232 | 2,353,036 | -20% | PRUDENTIAL FINANCIAL INC | 31 Mar 2026 |
| DEUTSCHE BANK AG\ | 3.3% | -49% | $56,371,535 | -$7,600,937 | 1,821,963 | -12% | DEUTSCHE BANK AG\ | 31 Dec 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 2026,
155
institutional investors reported holding
shares of
SmartStop Self Storage REIT, Inc. - Common Stock (SMA).
This represents
38%
of the company’s total
outstanding shares.
21.26M
Full value: 21,259,778 · shares · 30 Sep 202655.37M
Full value: 55,369,128 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
34%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.2% | 2,894,129 | -0.19% | 0% | $93,190,954 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.4% | 2,448,412 | +162% | 0.03% | $84,519,629 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.4% | 2,443,246 | +3.2% | 0% | $78,672,521 |
| STATE STREET CORP | 4.1% | 2,251,230 | +0.3% | 0% | $72,774,110 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.8% | 1,577,893 | +0.23% | 0% | $50,816,776 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 2.4% | 1,355,395 | 0.45% | $43,643,719 | |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1.7% | 943,696 | -2.4% | 0.31% | $30,387,011 |
| 1832 Asset Management L.P. | 0.97% | 539,804 | +164% | 0.02% | $17,381,689 |
| Aberdeen Group plc | 0.72% | 399,171 | +14% | 0.02% | $12,853,306 |
| VANGUARD FIDUCIARY TRUST CO | 0.67% | 369,009 | -0.24% | 0% | $11,882,090 |
| INDEPENDENT FINANCIAL GROUP, LLC | 0.65% | 362,619 | -3.2% | 0.21% | $11,676,329 |
| MORGAN STANLEY | 0.64% | 354,755 | +80% | 0% | $11,423,134 |
| LPL Financial LLC | 0.58% | 321,429 | -18% | 0% | $10,350,021 |
| Cetera Investment Advisers | 0.54% | 300,314 | -1.1% | 0.01% | $9,670,119 |
| GSI Capital Advisors LLC | 0.5% | 275,989 | 2.6% | $8,886,846 | |
| CHILTON CAPITAL MANAGEMENT LLC | 0.4% | 220,560 | +1.5% | 0.22% | $7,126,549 |
| Quantinno Capital Management LP | 0.37% | 204,603 | +29% | 0.01% | $6,588,217 |
| CHOREO, LLC | 0.36% | 200,238 | -0.24% | 0.07% | $6,447,669 |
| Clearbridge Investments, LLC | 0.34% | 188,508 | -11% | 0.01% | $6,069,958 |
| DEUTSCHE BANK AG\ | 0.34% | 186,113 | +154% | 0% | $5,992,839 |
| FIRST TRUST ADVISORS LP | 0.3% | 164,362 | +2087% | 0% | $5,292,456 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.27% | 150,163 | -35% | 0.04% | $4,835,251 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 0.26% | 144,403 | -0.43% | 0.16% | $4,649,777 |
| HEARTLAND ADVISORS INC | 0.24% | 134,910 | 0.21% | $4,344,102 | |
| Invesco Ltd. | 0.22% | 122,936 | +11% | 0% | $3,958,539 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
6
Headline period
Q3 2026
Rows shown
1-6 of 6
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 21,259,778 | $691,131,629 | +$77,849,698 | $32.20 | 155 |
| 2026 Q2 | 51,357,611 | $1,669,506,224 | +$37,543,635 | $32.50 | 260 |
| 2026 Q1 | 50,625,427 | $1,532,963,624 | +$67,699,768 | $30.28 | 254 |
| 2025 Q4 | 46,410,122 | $1,435,892,996 | +$258,197,249 | $30.94 | 241 |
| 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 |