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Smartstop Self Storage REIT (SMA) Institutional Ownership

Smartstop Self Storage REIT logo
$33.93 +0.25 (+0.74%)
Closing price 03:59 PM Eastern
Extended Trading
$34.55 +0.62 (+1.84%)
As of 06:30 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)
198
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$180.72M
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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
7/8/2026 Rockland Trust Co.6,391$208K0.0%N/A0.012%
7/8/2026 TrueWealth 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 Company 23,099$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%
5/7/2026 AlphaCentric Advisors LLC30,000$908K0.9%+50.0%0.054%
5/7/2026KBC Group NV1,622$49K0.0%N/A0.003%
5/7/2026Swiss National Bank109,500$3.32M0.0%+78.6%0.198%
5/6/2026 Bartlett & CO. Wealth Management LLC1,249$38K0.0%-33.4%0.002%
5/6/2026 Assetmark Inc.1,704$52K0.0%+68.0%0.003%
5/6/2026 Independent 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%
5/5/2026 BlueChip Wealth Advisors LLC9,031$273K0.1%N/A0.016%
5/4/2026 Principal Financial Group Inc.2,596,133$78.61M0.0%+25.6%4.690%
5/2/2026 Castleview Partners LLC9,590$290K0.1%-33.6%0.017%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS25,038$758K0.0%N/A0.045%
5/1/2026 Sequoia Financial Advisors LLC9,779$296K0.0%+16.8%0.018%
4/30/2026Hsbc Holdings PLC95,746$2.90M0.0%N/A0.173%
4/30/2026 Valued Wealth Advisors LLC15,889$482K0.2%-4.2%0.029%
4/30/2026 Kestra Advisory Services LLC187,511$5.68M0.0%+2.6%0.339%
4/30/2026 Sumitomo Mitsui Trust Group Inc.61,295$1.86M0.0%+6.8%0.111%
4/30/2026 Resona Asset Management Co. Ltd.24,524$731K0.0%+5.1%0.044%
4/29/2026 Clare Market Investments LLC14,559$441K0.1%N/A0.026%
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4/28/2026 Raleigh Capital Management Inc.2,671$81K0.0%-71.2%0.005%
4/27/2026 PFG Investments LLC55,047$1.67M0.1%-5.0%0.099%
4/27/2026 Sound Income Strategies LLC3,868$118K0.0%-83.4%0.007%
4/25/2026 Strs Ohio104,200$3.16M0.0%+0.7%0.188%
4/24/2026 IFM Investors Pty Ltd9,032$273K0.0%N/A0.016%
4/24/2026 Peregrine Capital Management LLC157,994$4.78M0.2%+0.5%0.285%
4/24/2026 Impact Partnership Wealth LLC9,114$276K0.0%N/A0.016%
4/23/2026 Etesian Wealth Advisors Inc.12,643$383K0.1%-41.7%0.023%
4/22/2026 Pictet Asset Management Holding SA9,147$277K0.0%N/A0.017%
4/21/2026Sequent Planning LLC64,571$1.96M0.5%-0.7%0.117%
4/21/2026 Wesbanco 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%
2/18/2026 Onyx 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%
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%
2/17/2026 Kovack 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%
2/17/2026Public Employees Retirement System of Ohio67,392$2.09M0.0%N/A0.122%
2/17/2026Goldentree Asset Management LP1,166,075$36.01M2.0%-1.3%2.106%
2/17/2026Russell Investments Group Ltd.836,263$25.87M0.0%-6.5%1.511%
2/17/2026State of Wisconsin Investment Board18,967$587K0.0%-8.3%0.034%
2/17/2026Captrust Financial Advisors41,511$1.28M0.0%+650.7%0.075%
2/17/2026&PARTNERS17,501$541K0.0%N/A0.032%
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2/17/2026Royal Bank of Canada52,997$1.64M0.0%+18.4%0.096%
2/16/2026Squarepoint Ops LLC55,850$1.73M0.0%N/A0.101%
2/16/2026MML Investors Services LLC46,910$1.45M0.0%+177.2%0.085%
2/16/2026Mariner LLC7,689$238K0.0%N/A0.014%
2/16/2026Entropy Technologies LP11,749$364K0.0%N/A0.021%
2/16/2026Arax Advisory Partners1,439$45K0.0%+80.1%0.003%
2/16/2026Barclays PLC48,626$1.50M0.0%-19.3%0.088%
2/13/2026Arete Wealth Advisors LLC6,759$209K0.0%N/A0.012%
2/13/2026 Kestra Advisory Services LLC182,694$5.65M0.0%+918.8%0.330%
2/13/2026Quartz Partners LLC12,933$400K0.1%N/A0.023%


SMA Institutional Ownership - Frequently Asked Questions

During the previous two years, 217 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 201 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 29,857,601 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

Of the 62 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 5,374,719 shares in the last 24 months. This volume of shares sold represents approximately $180.72M in transactions.


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This page (NYSE:SMA) was last updated on 8/5/2026 by MarketBeat.com Staff.
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