Comparable stake leader
PRICE T ROWE ASSOCIATES INC /MD/
SEC ownership of SmartStop Self Storage REIT, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001585389.
Disclosed value leader
PRICE T ROWE ASSOCIATES INC /MD/
Comparable rows
50/50
Latest evidence
30 Jun 2026
- Public ticker
- SMA on NYSE
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
PRICE T ROWE ASSOCIATES INC /MD/
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
PRICE T ROWE ASSOCIATES INC /MD/
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001585389
- Issuer location
- Ladera Ranch, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of SmartStop Self Storage REIT, Inc. (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
PRICE T ROWE ASSOCIATES I...
Disclosed value leader
PRICE T ROWE ASSOCIATES I...
Comparable rows
50/50
Latest evidence
30 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 11%
13D/G row: PRICE T ROWE ASSOCIATES INC /MD/
Showing 1-8 of 50 holder rows.
Quick read
PRICE T ROWE ASSOCIATES INC /MD/ leads the comparable SEC ownership view at 11%.
50 of 50 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 PRICE T ROWE ASSOCIATES INC /MD/'s linked filing trail.
Comparable ownership
Top 5
PRICE T ROWE ASSOCIATES INC /MD/
11%
BlackRock, Inc.
9.3%
PRINCIPAL GLOBAL INVESTORS
5.6%
VANGUARD CAPITAL MANAGEMENT LLC
5.1%
VANGUARD PORTFOLIO MANAGEMENT LLC
5.1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ |
13D/G
13F
T. Rowe Price Associates, Inc. · Company
|
11%
|
$182,853,791
5,909,948 shares
|
-$115,437 | 31 Jan 2026 |
| BlackRock, Inc. |
13F
13D/G
Company
|
9.3%
from 13D/G
|
$155,709,146
5,142,310 shares
|
— | 31 Mar 2026 |
| PRINCIPAL GLOBAL INVESTORS |
13D/G
PRINCIPAL REAL ESTATE INVESTORS LLC
|
5.6%
|
$100,692,391
3,096,322 shares
|
$0 | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.1%
|
$92,141,940
2,833,393 shares
|
$0 | 30 Jun 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
5.1%
|
$85,057,913
2,809,046 shares
|
$0 | 31 Mar 2026 |
| H. Michael Schwartz |
3/4/5
13D/G
CEO and President, Director
|
4.8%
from 13D/G
|
$95,305,058
5,391,574 shares
mixed-class rows
|
+$198,188 | 25 Mar 2026 |
| PRUDENTIAL FINANCIAL INC |
13D/G
13F
Company
|
4.3%
|
$74,685,363
2,353,036 shares
|
-$18,992,232 | 31 Mar 2026 |
| BlackRock Portfolio Management LLC |
13D/G
|
3.6%
|
$42,490,328
1,128,903 shares
|
-$24,348,335 | 30 Sep 2025 |
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.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$135,238.
Buys
$218,318
Insiders: 2
Sells
$83,079
Insiders: 2
Net
+$135,238
Shares: +4,267
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 6,850
Shares: 2,583
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 1,275 | $0 | $40,583 | -$40,583 |
| 3-6 | 0 | 850 | $0 | $27,451 | -$27,451 |
| 6-9 | 6,850 | 458 | $218,318 | $15,045 | +$203,272 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-13 of 13 reporting-owner rows connected to SmartStop Self Storage REIT, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
13
Largest Forms 3/4/5 holder
H. Michael Schwartz
Net 12M change
+$135,239
Latest report
16 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| H. Michael Schwartz | CEO and President, Director | $95,305,058 | +$198,188 | +0.21% | Mixed | 25 Mar 2026 |
| Wayne Johnson | Chief Investment Officer, Director | $5,353,807 | Mixed | 25 Mar 2026 | ||
| James R. Barry | CFO and Treasurer | $2,159,060 | +$20,130 | +0.94% | Mixed | 25 Mar 2026 |
| Terjung Michael O | Chief Accounting Officer | $1,894,829 | Mixed | 25 Mar 2026 | ||
| Joseph H. Robinson | Chief Operations Officer | $1,093,637 | Mixed | 25 Mar 2026 | ||
| Nicholas Look | General Counsel and Secretary | $983,282 | -$15,045 | -1.5% | Mixed | 25 Mar 2026 |
| Harold Perry | Director | $666,072 | Mixed | 23 Jun 2026 | ||
| Timothy S. Morris | Director | $552,700 | Mixed | 23 Jun 2026 | ||
| David J. Mueller | Director | $481,004 | -$68,034 | -12% | Mixed | 16 Jul 2026 |
| Lora A. Gotcheva | Director | Mixed | 23 Jun 2026 | |||
| Extra Space Storage Inc. | Former 10% Owner | Mixed | 04 Apr 2025 | |||
| Gerald Valle | SVP, Self-Storage Operations | Mixed | 07 Mar 2024 | |||
| Paula M. Mathews | Director | Mixed | 24 Jun 2025 |
Recent insider transactions for SmartStop Self Storage REIT, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| David J. Mueller | SMA | Common Stock | Sale | -7.74% | $14,186 | $33.38 | -425 | 5,065 | 16 Jul 2026 | Direct |
| Harold Perry | SMA | Long-Term Incentive Plan Units | Award | 55.7% | 3,230 | 9,024 | 23 Jun 2026 | Direct | ||
| David J. Mueller | SMA | Long-Term Incentive Plan Units | Award | 44.6% | 3,230 | 10,464 | 23 Jun 2026 | Direct | ||
| Timothy S. Morris | SMA | Common Stock | Award | 20.3% | 3,075 | 18,253 | 23 Jun 2026 | Direct | ||
| Lora A. Gotcheva | SMA | Restricted Stock Units | Award | 110.4% | 3,075 | 5,861 | 23 Jun 2026 | Direct | ||
| David J. Mueller | SMA | Common Stock | Sale | -7.19% | $13,787 | $32.44 | -425 | 5,490 | 16 Jun 2026 | Direct |
| David J. Mueller | SMA | Common Stock | Sale | -6.7% | $12,610 | $29.67 | -425 | 5,915 | 18 May 2026 | Direct |
| David J. Mueller | SMA | Common Stock | Sale | -6.28% | $13,506 | $31.78 | -425 | 6,340 | 16 Apr 2026 | Direct |
| Joseph H. Robinson | SMA | Long-Term Incentive Plan Units | Award | 142.9% | 18,803 | 31,964 | 25 Mar 2026 | Direct | ||
| James R. Barry | SMA | Long-Term Incentive Plan Units | Award | 154.5% | 19,468 | 32,070 | 25 Mar 2026 | Direct | ||
| Wayne Johnson | SMA | Long-Term Incentive Plan Units | Award | 89.4% | 15,486 | 32,807 | 25 Mar 2026 | Direct | ||
| Nicholas Look | SMA | Long-Term Incentive Plan Units | Award | 188.7% | 10,398 | 15,908 | 25 Mar 2026 | Direct | ||
| Terjung Michael O | SMA | Long-Term Incentive Plan Units | Award | 126.9% | 11,062 | 19,779 | 25 Mar 2026 | Direct | ||
| H. Michael Schwartz | SMA | Long-Term Incentive Plan Units | Award | 128.9% | 168,117 | 298,566 | 25 Mar 2026 | Through Schwartz Family Trust dated September 22, 2003 | ||
| David J. Mueller | SMA | Common Stock | Sale | -5.91% | $13,944 | $32.81 | -425 | 6,766 | 16 Mar 2026 | Direct |
| H. Michael Schwartz | SMA | Common Stock | Purchase | 34.7% | $198,188 | $31.71 | 6,250 | 24,250 | 17 Nov 2025 | See Footnote 1. |
| Nicholas Look | SMA | Common Stock | Sale | -22.1% | $15,045 | $32.85 | -458 | 1,613 | 14 Nov 2025 | Direct |
| James R. Barry | SMA | Common Stock | Purchase | 21.6% | $20,130 | $33.55 | 600 | 3,375 | 11 Nov 2025 | Direct |
* marks a reported price that did not pass the local price check.