Latest Period
Q2 2026
Security Snapshot
SmartStop Self Storage REIT, Inc. - REIT (SMA) Institutional Ownership
CUSIP: 83192D402
13F Institutional Holders and Ownership History from Q2 2025 to Q2 2026
Institutions Reporting
258
Shares (Excl. Options)
51,288,926
Price
$32.50
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- Security type / class
- Equity / REIT
- Symbol
- SMA on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 51,288,926
- Total 13F value
- $1,667,273,977
- Portfolio coverage rank
- 0%
- Share change
- +1,041,817
- Value change
- +$37,883,332
- Number of holders
- 258
- Underlying class
- Common Stock
- Underlying shares
- 1.0
- Shares outstanding
- 55,481,274
- SEC-reported price per share
- $34.30
- Insider filing price
- $34.30
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
Key facts
- SMA - SmartStop Self Storage REIT, Inc. - REIT is tracked under CUSIP 83192D402.
- 258 institutions reported positions in Q2 2026.
- 9 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 254 to 258 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,532,963,624 to $1,667,273,977.
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 258 institutions filings for Q2 2026.
Security key
83192D402
Latest holder period
Q2 2026
13F holders
258
13D/G owners
9
CIK / CUSIP context first
Open Q2 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
9
Security
SMA
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| 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 |
| BlackRock, Inc. | 9.3% | +58% | $155,621,759 | +$58,502,837 | 5,139,424 | +60% | BlackRock, Inc. | 31 Mar 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 Jun 2026, 258 institutional investors reported holding 51,288,926 shares of SmartStop Self Storage REIT, Inc. - REIT (SMA). This represents 92% of the company’s total 55,481,274 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
72%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9.8% | 5,416,274 | +5.3% | 0% | $176,028,908 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 9.5% | 5,270,721 | -12% | 0.02% | $171,299,000 |
| PRINCIPAL FINANCIAL GROUP INC | 5.8% | 3,205,785 | +23% | 0.05% | $104,188,868 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.2% | 2,899,665 | +4% | 0% | $94,239,113 |
| GOLDMAN SACHS GROUP INC | 4.9% | 2,744,749 | -20% | 0.01% | $89,204,347 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.3% | 2,367,053 | +8.6% | 0% | $76,929,223 |
| STATE STREET CORP | 4% | 2,244,402 | +3.7% | 0% | $73,231,894 |
| NORGES BANK | 2.9% | 1,630,366 | 0.01% | $52,986,895 | |
| GEODE CAPITAL MANAGEMENT, LLC | 2.8% | 1,574,206 | +9.6% | 0% | $51,170,234 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 2.6% | 1,415,860 | 0.39% | $46,015,450 | |
| T. Rowe Price Investment Management, Inc. | 1.9% | 1,079,954 | +35% | 0.02% | $35,099,000 |
| PRUDENTIAL FINANCIAL INC | 1.9% | 1,034,596 | -56% | 0.04% | $33,624,370 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1.7% | 967,028 | +16% | 0.3% | $31,428,411 |
| Alyeska Investment Group, L.P. | 1.7% | 956,577 | 0.08% | $31,088,753 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.7% | 932,759 | -5% | 0.01% | $30,314,668 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.6% | 896,899 | +5.9% | 0% | $29,149,218 |
| Irenic Capital Management LP | 1.6% | 876,608 | 2.1% | $28,489,760 | |
| Nuveen, LLC | 1.5% | 851,253 | -26% | 0.01% | $27,665,723 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.2% | 675,774 | -7.8% | 0.14% | $21,962,699 |
| NORTHERN TRUST CORP | 1% | 579,922 | +7.3% | 0% | $18,847,466 |
| GOLDENTREE ASSET MANAGEMENT LP | 0.9% | 501,768 | -62% | 0.95% | $16,279,825 |
| Long Pond Capital, LP | 0.8% | 444,839 | -27% | 1.5% | $14,457,268 |
| Zimmer Partners, LP | 0.79% | 437,500 | -27% | 0.34% | $14,218,750 |
| LPL Financial LLC | 0.7% | 389,780 | +34% | 0% | $12,667,850 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.68% | 375,764 | +5.5% | 0.01% | $12,305,705 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
5
Latest
Q2 2026
Rows shown
1-5 of 5
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 51,288,926 | $1,667,273,977 | +$37,883,332 | $32.50 | 258 |
| 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 |