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Smartstop Self Storage REIT (SMA) Institutional Ownership

Smartstop Self Storage REIT logo
$32.87 +0.16 (+0.49%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$32.84 -0.03 (-0.09%)
As of 10/9/2026 07:57 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Smartstop Self Storage REIT (NYSE:SMA)

Number of
Institutional Buyers
(last 12 months)
183
Total
Institutional Inflows
(last 12 months)
$577.62M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$180.99M
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SMA Institutional Buying and Selling by Quarter

Smartstop Self Storage REIT Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2026Castleview Partners LLC8,991$290K0.1%-14.5%0.016%
10/2/2026 CX Institutional6,122$197K0.0%-13.4%0.011%
10/2/2026 Versant Capital Management Inc2,599$84K0.0%+489.3%0.005%
9/9/2026Engineers Gate Manager LP29,430$956K0.0%+23.9%0.053%
9/9/2026Integrated Wealth Concepts LLC2,537$82K0.0%N/A0.005%
9/9/2026Squarepoint Ops LLC16,916$550K0.0%N/A0.031%
9/8/2026Allworth Financial LP1,788$58K0.0%+61.4%0.003%
8/27/2026Corient Private Wealth LP8,106$263K0.0%+16.1%0.015%
8/23/2026Irenic Capital Management LP876,608$28.49M1.4%N/A1.583%
8/22/2026Compass Financial Management LLC1,120$38K0.0%N/A0.002%
8/21/2026Beacon Capital Management LLC16,400$533K0.1%-26.3%0.030%
8/21/2026Continuum Advisory LLC2,655$86K0.0%N/A0.005%
8/21/2026Coppell Advisory Solutions LLC9,696$315K0.1%N/A0.018%
8/18/2026Public Employees Retirement System of Ohio63,050$2.05M0.0%N/A0.114%
8/13/2026Capital Square LLC12,372$408K0.2%N/A0.022%
8/12/2026Compass Financial Management LLC1,120$38K0.0%N/A0.002%
7/8/2026Rockland Trust Co.6,391$208K0.0%N/A0.012%
7/8/2026TrueWealth Advisors LLC19,937$648K0.1%-2.4%0.036%
7/2/2026 CX Institutional7,072$230K0.0%-13.3%0.013%
6/18/2026Western Wealth Management LLC5,056$153K0.0%N/A0.009%
5/19/2026Western Wealth Management LLC5,056$153K0.0%N/A0.009%
5/19/2026Bank of America Corp DE222,586$6.74M0.0%+53.4%0.402%
5/19/2026Janus Henderson Group PLC246,012$7.45M0.0%-40.3%0.444%
5/19/2026Centaurus Financial Inc.152,015$4.60M0.2%-9.1%0.275%
5/19/2026Arkadios Wealth Advisors31,583$956K0.0%-22.4%0.057%
5/18/2026Amundi23,586$714K0.0%N/A0.043%
5/18/2026California State Teachers Retirement System69,654$2.11M0.0%+134.7%0.126%
5/18/2026Royal Bank of Canada72,318$2.19M0.0%+36.5%0.131%
5/16/2026The Manufacturers Life Insurance Company23,099$699K0.0%+26.4%0.042%
5/16/2026Maverick Capital Ltd.22,583$684K0.0%-85.8%0.041%
5/16/2026Quantinno Capital Management LP93,930$2.84M0.0%+449.6%0.170%
5/16/2026BROOKFIELD Corp ON134,578$4.08M0.0%-57.8%0.243%
5/15/2026Conversant Capital LLC857,715$25.97M3.6%N/A1.549%
5/14/2026Public Employees Retirement System of Ohio63,497$1.92M0.0%-5.8%0.115%
5/14/2026Sei Investments Co.188,147$5.70M0.0%+12.7%0.340%
5/14/2026State of Wyoming8,783$266K0.0%+9.2%0.016%
5/13/2026Cetera Investment Advisers316,180$9.57M0.0%-29.3%0.571%
5/13/2026CI Investments Inc.184,922$5.60M0.0%-9.9%0.334%
5/7/2026AlphaCentric Advisors LLC30,000$908K0.9%+50.0%0.054%
5/7/2026KBC Group NV1,622$49K0.0%N/A0.003%
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5/7/2026Swiss National Bank109,500$3.32M0.0%+78.6%0.198%
5/6/2026Bartlett & CO. Wealth Management LLC1,249$38K0.0%-33.4%0.002%
5/6/2026Assetmark Inc.1,704$52K0.0%+68.0%0.003%
5/6/2026Independent Financial Group LLC353,009$10.69M0.3%N/A0.638%
5/5/2026Bank of New York Mellon Corp231,115$7.00M0.0%+33.6%0.417%
5/5/2026BlueChip Wealth Advisors LLC9,031$273K0.1%N/A0.016%
5/4/2026Principal Financial Group Inc.2,596,133$78.61M0.0%+25.6%4.690%
5/2/2026Castleview Partners LLC9,590$290K0.1%-33.6%0.017%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS25,038$758K0.0%N/A0.045%
5/1/2026Sequoia Financial Advisors LLC9,779$296K0.0%+16.8%0.018%
4/30/2026Hsbc Holdings PLC95,746$2.90M0.0%N/A0.173%
4/30/2026Valued Wealth Advisors LLC15,889$482K0.2%-4.2%0.029%
4/30/2026Kestra Advisory Services LLC187,511$5.68M0.0%+2.6%0.339%
4/30/2026Sumitomo Mitsui Trust Group Inc.61,295$1.86M0.0%+6.8%0.111%
4/30/2026Resona Asset Management Co. Ltd.24,524$731K0.0%+5.1%0.044%
4/29/2026Clare Market Investments LLC14,559$441K0.1%N/A0.026%
4/28/2026Raleigh Capital Management Inc.2,671$81K0.0%-71.2%0.005%
4/27/2026PFG Investments LLC55,047$1.67M0.1%-5.0%0.099%
4/27/2026Sound Income Strategies LLC3,868$118K0.0%-83.4%0.007%
4/25/2026Strs Ohio104,200$3.16M0.0%+0.7%0.188%
4/24/2026IFM Investors Pty Ltd9,032$273K0.0%N/A0.016%
4/24/2026Peregrine Capital Management LLC157,994$4.78M0.2%+0.5%0.285%
4/24/2026Impact Partnership Wealth LLC9,114$276K0.0%N/A0.016%
4/23/2026Etesian Wealth Advisors Inc.12,643$383K0.1%-41.7%0.023%
4/22/2026Pictet Asset Management Holding SA9,147$277K0.0%N/A0.017%
4/21/2026Sequent Planning LLC64,571$1.96M0.5%-0.7%0.117%
4/21/2026Wesbanco Bank Inc.24,500$742K0.0%N/A0.044%
4/16/2026SG Americas Securities LLC14,558$441K0.0%+47.6%0.026%
4/16/2026Balboa Wealth Partners8,243$250K0.0%+22.2%0.015%
3/9/2026Corient Private Wealth LLC6,991$216K0.0%N/A0.013%
2/26/2026Anchor Investment Management LLC1,000$31K0.0%N/A0.002%
2/19/2026T. Rowe Price Investment Management Inc.445,431$13.78M0.0%-8.5%0.805%
2/19/2026Invesco Ltd.22,940$710K0.0%+9.3%0.041%
2/19/2026Corient Private Wealth LLC6,991$216K0.0%N/A0.013%
2/18/2026Onyx Bridge Wealth Group LLC14,983$464K0.0%N/A0.027%
2/18/2026NewEdge Advisors LLC2,643$82K0.0%N/A0.005%
2/18/2026XTX Topco Ltd34,222$1.06M0.0%N/A0.062%
2/18/2026Zimmer Partners LP631,500$19.54M0.5%-25.9%1.141%
2/18/2026Voloridge Investment Management LLC11,473$355K0.0%-14.1%0.021%
2/18/2026Wellington Management Group LLP1,414,451$43.76M0.0%+18.3%2.555%
2/18/2026Susquehanna Portfolio Strategies LLC137,584$4.26M0.1%N/A0.249%
2/18/2026Prostatis Group LLC11,671$361K0.1%N/A0.021%
2/18/2026Rush Island Management LP505,613$15.64M1.0%N/A0.913%
2/18/2026Millennium Management LLC283,842$8.78M0.0%-5.1%0.513%
2/18/2026Man Group plc87,054$2.69M0.0%N/A0.157%
2/18/2026Janus Henderson Group PLC412,118$12.75M0.0%+13.8%0.744%
2/18/2026Engineers Gate Manager LP26,570$822K0.0%N/A0.048%
2/17/2026Freestone Grove Partners LP148,332$4.59M0.0%-12.1%0.268%
2/17/2026Schonfeld Strategic Advisors LLC505,202$15.63M0.1%-47.2%0.913%
2/17/2026AQR Capital Management LLC12,550$388K0.0%-76.1%0.023%
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2/17/2026Cetera Investment Advisers447,115$13.83M0.0%+203.8%0.808%
2/17/2026Jain Global LLC12,975$401K0.0%N/A0.023%
2/17/2026Wealth Management Strategies Inc.11,604$359K0.2%N/A0.021%
2/17/2026Imprint Wealth LLC1,250$39K0.2%N/A0.002%
2/17/2026Kovack Advisors Inc.12,498$387K0.0%N/A0.023%
2/17/2026Price T Rowe Associates Inc. MD5,913,679$182.97M0.0%+13.7%10.682%
2/17/2026T. Rowe Price Investment Management Inc.169,730$5.25M0.0%-65.1%0.307%
2/17/2026Osaic Holdings Inc.41,151$1.27M0.0%+2,591.4%0.074%
2/17/2026Advisory Services Network LLC49,864$1.54M0.0%N/A0.090%
2/17/2026Ghisallo Capital Management LLC100,000$3.09M0.1%-66.7%0.181%


SMA Institutional Ownership - Frequently Asked Questions

During the previous two years, 224 institutional investors and hedge funds held shares of Smartstop Self Storage REIT. The most heavily invested institutionals were Price T Rowe Associates Inc. MD ($182.97M), Prudential Financial Inc. ($110.73M), Vanguard Group Inc. ($110.67M), Principal Financial Group Inc. ($78.61M), Deutsche Bank AG ($56.33M), Wellington Management Group LLP ($43.76M), and Duff & Phelps Investment Management Co. ($36.12M).Learn more on Smartstop Self Storage REIT's institutional investors.

Of the 208 institutional investors that purchased Smartstop Self Storage REIT's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Prudential Financial Inc. ($3.06M), Principal Financial Group Inc. ($2.60M), Vanguard Group Inc. ($2.01M), Conversant Capital LLC ($1.85M), Hudson Bay Capital Management LP ($1.23M), Goldentree Asset Management LP ($1.18M), and Aberdeen Group plc ($966.94K).

Institutional investors have bought a total of 17,878,634 shares in the last 24 months. This purchase volume represents approximately $577.62M in transactions.

Of the 63 institutional investors that sold Smartstop Self Storage REIT's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Citadel Advisors LLC ($1.13M), Allspring Global Investments Holdings LLC ($524.98K), Schonfeld Strategic Advisors LLC ($451.69K), T. Rowe Price Investment Management Inc. ($358.43K), UBS Group AG ($259.20K), Cbre Investment Management Listed Real Assets LLC ($223.68K), and Zimmer Partners LP ($221.17K).

Institutional investors have sold a total of 5,383,059 shares in the last 24 months. This volume of shares sold represents approximately $180.99M in transactions.


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Institutional ownership data for NYSE:SMA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/10/2026. New 13F filings are added each quarter as they're published.
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