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

CUSIP: 83192D402

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / Common Stock
Shares outstanding
31,067,421
Total 13F shares
37,893,596
Share change
+37,890,987
Total reported value
$1,372,762,505
Price per share
$36.23
Number of holders
122
Value change
+$1,372,667,982
Number of buys
121

Quarterly Holders Quick Answers

What is CUSIP 83192D402?
CUSIP 83192D402 identifies SMA - SmartStop Self Storage REIT, Inc. - Common Stock in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

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

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
MILLENNIUM MANAGEMENT LLC
13D/G
1.2%
369,382
$13,511,994 -$44,416,460 30 Jun 2025
Harold Perry
3/4/5
Director
mixed-class rows
18,451
mixed-class rows
$109,710 24 Jun 2025
Timothy S. Morris
3/4/5
Director
mixed-class rows
15,179
mixed-class rows
$98,300 24 Jun 2025
H. Michael Schwartz
13D/G
4.8%
2,832,480
$0 03 Apr 2025
Paula M. Mathews
3/4/5
Director
mixed-class rows
68,747
mixed-class rows
24 Jun 2025
Gerald Valle
3/4/5
SVP, Self-Storage Operations
mixed-class rows
32,089
mixed-class rows
07 Mar 2024

Institutional Holders of SmartStop Self Storage REIT, Inc. - Common Stock (SMA) as of Q2 2025

As of 30 Jun 2025, SmartStop Self Storage REIT, Inc. - Common Stock (SMA) was held by 122 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 37,893,596 shares. The largest 10 holders included PRICE T ROWE ASSOCIATES INC /MD/, BlackRock, Inc., PRUDENTIAL FINANCIAL INC, DEUTSCHE BANK AG\, VANGUARD GROUP INC, CITADEL ADVISORS LLC, Conversant Capital LLC, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, WELLINGTON MANAGEMENT GROUP LLP, and DUFF & PHELPS INVESTMENT MANAGEMENT CO. This page lists 123 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2025 vs Q4 2025 Across Filers

Q4 2025 holders
238
Q2 2025 holders
122
Holder diff
-116
Investor Q4 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q4 2025 Value $ Q2 2025 Value $ Value Diff $ Value Chg %

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

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.