SMARTSTOP SELF STORAG REIT I (SMA)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
249
Reporting holders
$1.5B
Reported value
83.9%
Of shares outstanding
0.1%
Held as options
+4
Holder change
Institutions report 46,429,347 shares against 55,368,903 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $176.0M | 5,416,274 | 0.00% | 5q | +5.3%+$8.9M |
| PRINCIPAL FINANCIAL GROUP INC | $104.2M | 3,205,785 | 0.05% | 4q | +23.5%+$19.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $94.2M | 2,899,665 | 0.00% | 2q | +4.0%+$3.6M |
| GOLDMAN SACHS GROUP INC | $89.2M | 2,744,749 | 0.01% | 5q | -19.9%-$22.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $76.9M | 2,367,053 | 0.00% | 2q | +8.6%+$6.1M |
| STATE STREET CORP | $73.2M | 2,244,402 | 0.00% | 5q | +3.7%+$2.6M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $62.9M | 1,934,056 | 0.30% | 5q | +16.3%+$8.8M |
| NORGES BANK | $53.0M | 1,630,366 | 0.01% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $51.2M | 1,574,206 | 0.00% | 5q | +9.6%+$4.5M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $46.0M | 1,415,860 | 0.39% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $33.6M | 1,034,596 | 0.04% | 5q | -56.0%-$42.8M |
| Alyeska Investment Group, L.P. | $31.1M | 956,577 | 0.08% | new | NEW |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $30.3M | 932,759 | 0.01% | 5q | -5.0%-$1.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $29.1M | 896,899 | 0.00% | 5q | +5.9%+$1.6M |
| Sixth Street Partners Management Company, L.P. | $29.1M | 896,899 | 0.00% | new | NEW |
| Irenic Capital Management LP | $28.5M | 876,608 | 1.37% | new | NEW |
| Nuveen, LLC | $27.7M | 851,253 | 0.01% | 5q | -25.6%-$9.5M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $22.0M | 675,774 | 0.14% | 4q | -7.8%-$1.9M |
| NORTHERN TRUST CORP | $18.8M | 579,922 | 0.00% | 5q | +7.3%+$1.3M |
| GOLDENTREE ASSET MANAGEMENT LP | $16.3M | 501,768 | 0.95% | 5q | -62.3%-$26.9M |
| Long Pond Capital, LP | $14.5M | 444,839 | 1.39% | 2q | -27.5%-$5.5M |
| Zimmer Partners, LP | $14.2M | 437,500 | 0.33% | 5q | -27.1%-$5.3M |
| LPL Financial LLC | $12.7M | 389,780 | 0.00% | 5q | +34.3%+$3.2M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $12.3M | 375,764 | 0.01% | 4q | +5.5%+$641.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | $12.2M | 374,632 | 0.23% | 5q | +1.4%+$162.2K |
| VANGUARD FIDUCIARY TRUST CO | $12.0M | 369,899 | 0.00% | 2q | +4.9%+$561.9K |
| Aberdeen Group plc | $11.3M | 348,725 | 0.02% | 5q | -53.0%-$12.8M |
| Cetera Investment Advisers | $9.9M | 303,577 | 0.01% | 5q | -4.0%-$409.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.2M | 247,877 | 0.00% | 2q | +1052.0%+$8.4M |
| UBS Group AG | $8.6M | 264,581 | 0.00% | 5q | -2.6%-$225.4K |
| JPMORGAN CHASE & CO | $8.5M | 259,427 | 0.00% | 5q | +18.4%+$1.3M |
| Bank of New York Mellon Corp | $8.1M | 250,469 | 0.00% | 5q | +8.4%+$629.0K |
| BANK OF AMERICA CORP /DE/ | $7.8M | 241,155 | 0.00% | 5q | +8.3%+$603.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7.7M | 236,822 | 0.00% | 4q | +10.2%+$713.7K |
| Merit Financial Group, LLC | $7.6M | 233,932 | 0.02% | 3q | +90.1%+$3.6M |
| PICTON MAHONEY ASSET MANAGEMENT | $7.6M | 232,347 | 0.06% | 5q | -4.8%-$377.8K |
| AMERIPRISE FINANCIAL INC | $7.4M | 228,854 | 0.00% | 2q | -28.4%-$2.9M |
| CHILTON CAPITAL MANAGEMENT LLC | $7.1M | 217,244 | 0.22% | 5q | -3.1%-$225.6K |
| Clearbridge Investments, LLC | $6.9M | 211,712 | 0.01% | 5q | HELD |
| 1832 Asset Management L.P. | $6.7M | 204,658 | 0.00% | 4q | +9.0%+$551.1K |
| CHOREO, LLC | $6.5M | 200,728 | 0.07% | 3q | +12.3%+$714.6K |
| MORGAN STANLEY | $6.4M | 196,846 | 0.00% | 5q | -42.8%-$4.8M |
| Legal & General Group Plc | $6.4M | 195,963 | 0.00% | 5q | HELD |
| Lighthouse Investment Partners, LLC | $6.2M | 191,173 | 0.17% | 5q | +74.6%+$2.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $6.2M | 191,007 | 0.01% | 3q | -53.9%-$7.3M |
| Verition Fund Management LLC | $6.1M | 187,030 | 0.02% | 2q | +87.9%+$2.8M |
| DigitalBridge Group, Inc. | $5.9M | 182,200 | 0.35% | new | NEW |
| Argosy-Lionbridge Management, LLC | $5.7M | 176,787 | 3.61% | new | NEW |
| SEI INVESTMENTS CO | $5.6M | 172,447 | 0.00% | 5q | -8.3%-$510.3K |
| Quantinno Capital Management LP | $5.1M | 158,096 | 0.01% | 4q | +68.3%+$2.1M |
| CITADEL ADVISORS LLC | $5.1M | 155,868 | 0.00% | 2q | +481.0%+$4.2M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $4.7M | 145,029 | 0.15% | 5q | -8.2%-$421.4K |
| RAYMOND JAMES FINANCIAL INC | $4.4M | 135,326 | 0.00% | 5q | +62.0%+$1.7M |
| Prime Capital Investment Advisors, LLC | $4.0M | 122,372 | 0.04% | 3q | -16.2%-$770.0K |
| Russell Investments Group, Ltd. | $3.9M | 119,731 | 0.00% | 5q | +18.4%+$605.6K |
| STIFEL FINANCIAL CORP | $3.7M | 114,567 | 0.00% | 5q | +105.2%+$1.9M |
| Swiss National Bank | $3.6M | 111,000 | 0.00% | 4q | +1.4%+$48.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 110,997 | 0.00% | 3q | -14.8%-$628.1K |
| Invesco Ltd. | $3.6M | 110,364 | 0.00% | 5q | +45.6%+$1.1M |
| HSBC HOLDINGS PLC | $3.4M | 105,680 | 0.00% | 2q | +10.4%+$322.9K |
| ENVESTNET ASSET MANAGEMENT INC | $3.4M | 103,562 | 0.00% | 5q | -11.2%-$423.7K |
| NOMURA ASSET MANAGEMENT CO LTD | $2.9M | 89,200 | 0.01% | 4q | +3.5%+$97.5K |
| ROYAL BANK OF CANADA | $2.8M | 84,901 | 0.00% | 5q | +17.4%+$409.1K |
| RHUMBLINE ADVISERS | $2.6M | 81,066 | 0.00% | 5q | +14.2%+$328.2K |
| Asset Management One Co., Ltd. | $2.6M | 79,911 | 0.01% | 5q | +3.6%+$89.3K |
| XTX Topco Ltd | $2.6M | 79,196 | 0.03% | 3q | +122.1%+$1.4M |
| STRS OHIO | $2.6M | 79,100 | 0.01% | 5q | -24.1%-$815.8K |
| FRANKLIN RESOURCES INC | $2.5M | 78,220 | 0.00% | 5q | -15.4%-$461.1K |
| CITIGROUP INC | $2.5M | 76,466 | 0.00% | 5q | +16.5%+$351.1K |
| Kestra Advisory Services, LLC | $2.4M | 73,883 | 0.01% | 5q | -60.6%-$3.7M |
| WELLS FARGO & COMPANY/MN | $2.4M | 73,508 | 0.00% | 5q | -23.8%-$745.6K |
| DEUTSCHE BANK AG\ | $2.4M | 73,338 | 0.00% | 5q | +28.9%+$534.1K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $2.3M | 71,808 | 0.01% | 2q | +186.8%+$1.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | $2.2M | 67,432 | 0.05% | 5q | -35.4%-$1.2M |
| Jain Global LLC | $2.1M | 65,572 | 0.01% | new | NEW |
| Paralel Advisors LLC | $2.1M | 65,000 | 0.08% | 2q | HELD |
| MARSHALL WACE, LLP | $2.1M | 64,570 | 0.00% | new | NEW |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $2.0M | 63,050 | 0.01% | 3q | -0.7%-$14.5K |
| ALLIANCEBERNSTEIN L.P. | $2.0M | 65,427 | 0.00% | 5q | HELD |
| Sequent Planning LLC | $2.0M | 60,657 | 0.42% | 4q | -6.1%-$127.2K |
| Sumitomo Mitsui Trust Group, Inc. | $1.9M | 59,857 | 0.00% | 4q | -2.3%-$46.7K |
| AQR CAPITAL MANAGEMENT LLC | $1.9M | 59,799 | 0.00% | 4q | +204.5%+$1.3M |
| Advisory Services Network, LLC | $1.9M | 57,637 | 0.02% | 3q | +18.4%+$291.6K |
| PFG Investments, LLC | $1.8M | 54,375 | 0.07% | 3q | -1.2%-$21.8K |
| Susquehanna Portfolio Strategies, LLC | $1.8M | 53,964 | 0.03% | 3q | +81.3%+$786.7K |
| Vanguard Investments Australia, Ltd. | $1.7M | 51,690 | 0.00% | 2q | HELD |
| WESBANCO BANK INC | $1.7M | 51,100 | 0.04% | 2q | +108.6%+$864.5K |
| MML INVESTORS SERVICES, LLC | $1.6M | 50,216 | 0.00% | 5q | +475.9%+$1.3M |
| BARCLAYS PLC | $1.6M | 49,917 | 0.00% | 5q | +227.9%+$1.1M |
| RENAISSANCE TECHNOLOGIES LLC | $1.6M | 49,600 | 0.00% | new | NEW |
| Mitsubishi UFJ Asset Management Co., Ltd. | $1.6M | 48,170 | 0.00% | 4q | +5.2%+$76.9K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.5M | 46,269 | 0.00% | 2q | +27.4%+$323.0K |
| AE Wealth Management LLC | $1.4M | 44,108 | 0.01% | 3q | -4.6%-$68.5K |
| Premier Private Wealth Management LLC | $1.4M | 42,262 | 1.20% | 3q | -22.5%-$398.5K |
| SCOTIA CAPITAL INC. | $1.3M | 39,993 | 0.00% | 2q | HELD |
| PRELUDE CAPITAL MANAGEMENT, LLC | $1.3M | 38,583 | 0.09% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $1.2M | 38,412 | 0.00% | 4q | +1.3%+$15.9K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1.2M | 37,665 | 0.00% | 4q | -21.8%-$340.8K |
| Vanderbilt University | $1.2M | 35,592 | 0.16% | new | NEW |
| MetLife Investment Management, LLC | $1.1M | 34,698 | 0.01% | 5q | +8.2%+$85.7K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | T. Rowe Price Associates, Inc. | 9.5% |
| 2026-08-05 | 13G | PRINCIPAL REAL ESTATE INVESTORS LLCwith 1 co-filers | 5.6% |
| 2026-07-31 | 13G | Vanguard Capital Management | 5.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 249 | $1.5B | 46,429,347 | 37 | 90 | 79 | 0.1% |
| Q1 2026 | 245 | $1.3B | 44,497,819 | 50 | 88 | 68 | 0.0% |
| Q4 2025 | 227 | $1.2B | 38,815,664 | 89 | 71 | 48 | 0.0% |
| Q3 2025 | 150 | $1.2B | 31,346,376 | 54 | 49 | 33 | 0.0% |
| Q2 2025 | 114 | $1.2B | 32,105,375 | 114 | 0 | 0 | 0.0% |