Security Snapshot

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

CUSIP: 83192D402

13F Institutional Holders and Ownership History from Q2 2025 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

238

Shares (Excl. Options)

46,012,040

Price

$30.94

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Type / Class
Equity / Common Stock
Symbol
SMA on NYSE
Underlying class
Common Stock
Underlying shares
1.0
Shares outstanding
31,067,421
Price per share
$30.28
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
46,012,040
Total reported value
$1,423,576,336
% of total 13F portfolios
0%
Share change
+8,421,578
Value change
+$252,471,894
Number of holders
238
Price from insider filings
$30.28
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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Quick Takeaways

  • SMA - SmartStop Self Storage REIT, Inc. - Common Stock is tracked under CUSIP 83192D402.
  • 238 institutions reported positions in Q4 2025.
  • 6 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 238 to 12 between Q4 2025 and Q1 2026.
  • Reported value moved from $1,423,576,336 to $2,014,091.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 238 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 83192D402?
CUSIP 83192D402 identifies SMA - SmartStop Self Storage REIT, Inc. - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

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/ 11% -44% $182,853,791 -$115,437 5,909,948 -0.06% T. Rowe Price Associates, Inc. 31 Jan 2026
BlackRock, Inc. 5.8% -21% $99,235,780 +$26,896,977 3,207,362 +37% BlackRock, Inc. 31 Dec 2025
PRUDENTIAL FINANCIAL INC 9.5% +88% $91,316,471 +$4,063,319 2,951,405 +4.7% PRUDENTIAL FINANCIAL INC 31 Dec 2025
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 31 Dec 2025, 238 institutional investors reported holding 46,012,040 shares of SmartStop Self Storage REIT, Inc. - Common Stock (SMA). This represents 148% of the company’s total 31,067,421 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SmartStop Self Storage REIT, Inc. - Common Stock (SMA) together control 112% 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/ 19% 5,913,679 +14% 0.02% $182,972,000
VANGUARD GROUP INC 12% 3,576,922 +122% 0% $110,669,968
BlackRock, Inc. 11% 3,470,222 -7.5% 0% $107,368,671
PRUDENTIAL FINANCIAL INC 9.5% 2,951,405 -7.2% 0.11% $91,316,471
PRINCIPAL FINANCIAL GROUP INC 6.7% 2,067,159 +10362% 0.03% $63,957,851
DEUTSCHE BANK AG\ 5.9% 1,820,463 -7.8% 0.02% $56,325,125
WELLINGTON MANAGEMENT GROUP LLP 4.6% 1,414,451 +18% 0.01% $43,763,114
GOLDENTREE ASSET MANAGEMENT LP 3.8% 1,166,075 -1.3% 2% $36,006,918
STATE STREET CORP 3.7% 1,146,404 +74% 0% $35,623,927
DUFF & PHELPS INVESTMENT MANAGEMENT CO 3.5% 1,099,700 +15% 0.39% $34,024,718
GEODE CAPITAL MANAGEMENT, LLC 3.2% 1,006,552 +41% 0% $31,149,541
Aberdeen Group plc 3.1% 966,936 +18% 0.05% $29,917,000
Russell Investments Group, Ltd. 2.7% 836,263 -6.5% 0.03% $25,873,980
GOLDMAN SACHS GROUP INC 2.6% 795,696 +29% 0% $24,618,848
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2.6% 794,289 -3.5% 0.01% $24,575,302
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.5% 786,607 +73% 0% $24,337,621
SILVERCREST ASSET MANAGEMENT GROUP LLC 2.5% 785,649 -14% 0.17% $24,307,980
AMERICAN CENTURY COMPANIES INC 2.1% 645,699 -12% 0.01% $19,977,927
Zimmer Partners, LP 2% 631,500 -26% 0.51% $19,538,610
Nuveen, LLC 1.7% 543,119 +161% 0% $16,804,102
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1.7% 522,760 0.02% $16,174,000
RUSH ISLAND MANAGEMENT, LP 1.6% 505,613 0.98% $15,643,666
Schonfeld Strategic Advisors LLC 1.6% 505,202 -47% 0.08% $15,630,949
Cetera Investment Advisers 1.4% 447,115 +204% 0.02% $13,833,768
T. Rowe Price Investment Management, Inc. 1.4% 445,431 -8.5% 0.01% $13,782,000

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
2026 Q1 66,384 $2,014,091 -$571,504 $30.28 12
2025 Q4 46,012,040 $1,423,576,336 +$252,471,894 $30.94 238
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

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