SMA
Smartstop Self Storage REIT Inc · Real Estate · REIT - Industrial
Momentum inputs (comparable managers):
holder breadth +7.9% ·
share flow -3.5% ·
net new positions +8.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 96 | +7 | 36.87M | $1.20B | +12 | −4 |
| Q1 2026 | 91 | +6 | 36.90M | $1.12B | +12 | −6 |
| Q4 2025 | 84 | -3 | 34.85M | $1.08B | — | −3 |
| Q3 2025 | 16 | -1 | 15.33M | $576.93M | +2 | −3 |
| Q2 2025 | 14 | +12 | 14.80M | $536.11M | +12 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 5.42M | +5.3% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 5.42M | +5.3% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 5.42M | +5.3% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 5.42M | +5.3% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 5.42M | +5.3% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 5.42M | +5.3% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 5.42M | +5.3% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 5.42M | +5.3% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 5.42M | +5.3% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 5.42M | +5.3% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 5.42M | +5.3% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 5.42M | +5.3% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 5.42M | +5.3% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 5.27M | -11.7% | $171.30M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 5.27M | -11.7% | $171.30M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 5.27M | -11.7% | $171.30M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | Principal Financial Group Inc | 3.21M | +23.5% | $104.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Principal Financial Group Inc | 3.21M | +23.5% | $104.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | Principal Financial Group Inc | 3.21M | +23.5% | $104.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 2.74M | -19.9% | $89.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 2.74M | -19.9% | $89.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 2.74M | -19.9% | $89.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Vanguard Capital Management Llc | 2.37M | +8.6% | $76.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (passive) | 2.24M | +3.8% | $73.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Norges Bank ✦ (passive) | 1.63M | New | $52.99M | 0.0% | New | 1 | SEC ↗ |
| 26 | Geode Capital Management ✦ (passive) | 1.57M | +9.6% | $51.17M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Geode Capital Management ✦ (passive) | 1.57M | +9.6% | $51.17M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Prudential Financial Inc | 1.03M | -56.0% | $33.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Prudential Financial Inc | 1.03M | -56.0% | $33.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Alyeska Investment Group, L.P. | 956.58K | New | $31.09M | 0.1% | New | 1 | SEC ↗ |
| 31 | Massachusetts Financial Services Co… | 932.76K | -5.0% | $30.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Massachusetts Financial Services Co… | 932.76K | -5.0% | $30.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Charles Schwab Investment… | 896.90K | +5.9% | $29.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Nuveen, LLC | 851.25K | -25.6% | $27.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Nuveen, LLC | 851.25K | -25.6% | $27.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Nuveen, LLC | 851.25K | -25.6% | $27.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Northern Trust Corp | 579.92K | +7.3% | $18.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Northern Trust Corp | 579.92K | +7.3% | $18.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Northern Trust Corp | 579.92K | +7.3% | $18.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Northern Trust Corp | 579.92K | +7.3% | $18.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Northern Trust Corp | 579.92K | +7.3% | $18.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Northern Trust Corp | 579.92K | +7.3% | $18.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | LPL Financial LLC | 389.78K | +34.2% | $12.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Schroder Investment Management Group | 375.76K | +5.5% | $12.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Aberdeen Group plc | 348.73K | -53.0% | $11.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Aberdeen Group plc | 348.73K | -53.0% | $11.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Aberdeen Group plc | 348.73K | -53.0% | $11.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Cetera Investment Advisers | 303.58K | -4.0% | $9.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | UBS Group AG | 264.58K | -2.5% | $8.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | UBS Group AG | 264.58K | -2.5% | $8.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | UBS Group AG | 264.58K | -2.5% | $8.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | UBS Group AG | 264.58K | -2.5% | $8.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 259.43K | +18.4% | $8.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 259.43K | +18.4% | $8.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 259.43K | +18.4% | $8.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 259.43K | +18.4% | $8.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 259.43K | +18.4% | $8.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 250.47K | +8.4% | $8.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 250.47K | +8.4% | $8.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 250.47K | +8.4% | $8.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 250.47K | +8.4% | $8.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 250.47K | +8.4% | $8.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 250.47K | +8.4% | $8.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 250.47K | +8.4% | $8.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Susquehanna International Group, Llp | 247.88K | +1052.0% | $8.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Bank Of America Corp /De/ | 241.16K | +8.3% | $7.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Bank Of America Corp /De/ | 241.16K | +8.3% | $7.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Bank Of America Corp /De/ | 241.16K | +8.3% | $7.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Bank Of America Corp /De/ | 241.16K | +8.3% | $7.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | UBS AM, a distinct business unit of… | 236.82K | +10.2% | $7.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | UBS AM, a distinct business unit of… | 236.82K | +10.2% | $7.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | UBS AM, a distinct business unit of… | 236.82K | +10.2% | $7.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | UBS AM, a distinct business unit of… | 236.82K | +10.2% | $7.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | UBS AM, a distinct business unit of… | 236.82K | +10.2% | $7.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | UBS AM, a distinct business unit of… | 236.82K | +10.2% | $7.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | UBS AM, a distinct business unit of… | 236.82K | +10.2% | $7.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Ameriprise Financial Inc | 228.85K | +43.3% | $7.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Ameriprise Financial Inc | 228.85K | +43.3% | $7.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Ameriprise Financial Inc | 228.85K | +43.3% | $7.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Ameriprise Financial Inc | 228.85K | +43.3% | $7.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Clearbridge Investments, LLC | 211.71K | +0.1% | $6.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | 1832 Asset Management L.P. | 204.66K | +9.0% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Morgan Stanley ✦ | 196.85K | -42.8% | $6.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 84 | Morgan Stanley ✦ | 196.85K | -42.8% | $6.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 85 | Morgan Stanley ✦ | 196.85K | -42.8% | $6.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 86 | Morgan Stanley ✦ | 196.85K | -42.8% | $6.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 87 | Morgan Stanley ✦ | 196.85K | -42.8% | $6.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 88 | Morgan Stanley ✦ | 196.85K | -42.8% | $6.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 89 | Morgan Stanley ✦ | 196.85K | -42.8% | $6.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 90 | Legal & General Group Plc | 195.96K | +0.3% | $6.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Legal & General Group Plc | 195.96K | +0.3% | $6.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Legal & General Group Plc | 195.96K | +0.3% | $6.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | BNP Paribas Asset Management… | 191.01K | -53.9% | $6.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Sei Investments Co | 172.45K | -8.3% | $5.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Sei Investments Co | 172.45K | -8.3% | $5.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Quantinno Capital Management LP | 158.10K | +68.3% | $5.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Citadel Advisors ✦ | 155.87K | +481.0% | $5.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Raymond James Financial Inc | 135.33K | +62.0% | $4.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Raymond James Financial Inc | 135.33K | +62.0% | $4.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Raymond James Financial Inc | 135.33K | +62.0% | $4.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $52.99M | 0.0% |
| Alyeska Investment Group, L.P. | $31.09M | 0.1% |
Exited
| Man Group plc | $2.29M | was 0.0% |
| Focus Partners Wealth | $273,379 | was 0.0% |
| Cerity Partners LLC | $203,270 | was 0.0% |
| National Bank Of Canada /Fi/ | $4,538 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 255 holders, 50.40M shares, $1.31B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.