SMA
Smartstop Self Storage REIT Inc · Real Estate · REIT - Industrial
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow -4.8% ·
net new positions -6.2%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 5.20M | +12.0% | $195.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | BlackRock ✦ (passive) | 3.75M | -8.8% | $141.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 3 | The Vanguard Group ✦ (passive) | 1.61M | +2.8% | $60.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | Wellington Management ✦ | 1.20M | +24.2% | $45.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Geode Capital Management ✦ (passive) | 712.95K | +6.8% | $26.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passive) | 658.59K | +47.3% | $24.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 616.96K | n/a | $23.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | JPMorgan Chase ✦ | 578.52K | n/a | $21.78M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 9 | Point72 Asset Management ✦ | 409.64K | +4622.1% | $15.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Millennium Management ✦ | 298.95K | -19.1% | $11.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 112.21K | n/a | $4.22M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 12 | Two Sigma Investments ✦ | 61.47K | -55.1% | $2.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 52.48K | New | $1.98M | 0.0% | New | 1 | SEC ↗ ×5 |
| 14 | Renaissance Technologies ✦ | 40.58K | +7.1% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 22.03K | -98.1% | $829,322 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 64 | New | $2,409 | 0.0% | New | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| AQR Capital Management | $1.98M | 0.0% |
| Fidelity (FMR) | $2,409 | 0.0% |
Exited
| Adage Capital Partners | $12.32M | was 0.0% |
| Soros Fund Management | $11.90M | was 0.3% |
| Marshall Wace | $830,137 | 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 425 sh · $13,621
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology