SmartStop Self Storage REIT, Inc. - REIT (SMA)

CUSIP: 83192D402

Q2 2025 13F Holders as of 30 Jun 2025

Security type / class
Equity / REIT
Total 13F shares
37,893,596
Total 13F value
$1,372,762,505
Holder snapshot 5 signals
Share change
+37,890,987
SEC-reported price per share
$36.23
Number of holders
122
Value change
+$1,372,667,982
Number of buys
121
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
55,481,274

Security key

83192D402

Report period

Q2 2025

Institutions

122

Top holders

10

SMA full security history Ownership snapshot Full 13F holder table Newer quarter: Q3 2025 SmartStop Self Storage REIT, Inc. SEC filings SmartStop Self Storage REIT, Inc. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders of SMA - SmartStop Self Storage REIT, Inc. - REIT (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
H. Michael Schwartz
Disclosed value leader
MILLENNIUM MANAGEMENT LLC
Comparable rows
2/4
Latest evidence
30 Jun 2025
13D/G 3/4/5 Lead comparable stake: 4.8% 2 rows are not safely comparable across share classes. 13D/G row: H. Michael Schwartz

Quick read

H. Michael Schwartz leads the comparable SEC ownership view at 4.8%.

2 of 4 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens H. Michael Schwartz's linked filing trail.
Comparable ownership Top 2
H. Michael Schwartz 4.8%
MILLENNIUM MANAGEMENT LLC 1.2%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-4 of 4 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
H. Michael Schwartz
13D/G
13D/G
4.8%
—
2,832,480 shares
 $0 03 Apr 2025
MILLENNIUM MANAGEMENT LLC
13D/G
13D/G
1.2%
$13,511,994
369,382 shares
 -$44,416,460 30 Jun 2025
Paula M. Mathews
3/4/5
Director
3/4/5
—
mixed-class rows
—
68,747 shares
mixed-class rows
 — 24 Jun 2025
Gerald Valle
3/4/5
SVP, Self-Storage Operations
3/4/5
—
mixed-class rows
—
32,089 shares
mixed-class rows
 — 07 Mar 2024
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q2 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
122
Shares
37,893,596
Rows available
122
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q2 2025 vs Q3 2025 Across Filers

Q3 2025 holders
158
Q2 2025 holders
122
Holder diff
-36
Investor Q3 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q3 2025 value Q2 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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