SMA
Smartstop Self Storage REIT Inc · Real Estate · REIT - Industrial
Momentum inputs (comparable managers):
holder breadth -3.4% ·
share flow +9.0% ·
net new positions -3.6%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 5.91M | +13.7% | $182.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | The Vanguard Group ✦ (passive) | 3.58M | +122.2% | $110.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | BlackRock ✦ (passive) | 3.47M | -7.5% | $107.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 4 | Prudential Financial Inc | 2.95M | — | $91.32M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 5 | Principal Financial Group Inc | 2.07M | — | $63.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Deutsche Bank Ag\ | 1.82M | — | $56.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Wellington Management ✦ | 1.41M | +18.3% | $43.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | State Street Global Advisors ✦ (passive) | 1.15M | +74.1% | $35.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 1.01M | +41.2% | $31.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Aberdeen Group plc | 966.94K | — | $29.92M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Russell Investments Group, Ltd. | 836.26K | — | $25.87M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 12 | Goldman Sachs Group ✦ | 795.70K | +29.0% | $24.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Massachusetts Financial Services Co… | 794.29K | — | $24.58M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Charles Schwab Investment… | 786.61K | — | $24.34M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | American Century Companies Inc | 645.70K | — | $19.98M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Nuveen, LLC | 543.12K | — | $16.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | BNP Paribas Asset Management… | 522.76K | — | $16.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Cetera Investment Advisers | 447.12K | — | $13.83M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 423.66K | -26.8% | $13.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 20 | Janus Henderson Group Plc | 412.12K | — | $12.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | BROOKFIELD Corp /ON/ | 318.74K | — | $9.86M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northern Trust Corp | 313.37K | — | $9.70M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 23 | Daiwa Securities Group Inc. | 288.47K | — | $8.93M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Millennium Management ✦ | 283.84K | -5.1% | $8.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | LPL Financial LLC | 261.49K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 193.72K | — | $5.99M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Clearbridge Investments, LLC | 184.00K | — | $5.69M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 172.95K | — | $5.35M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 29 | Sei Investments Co | 166.95K | — | $5.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Bank Of America Corp /De/ | 145.11K | — | $4.49M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 31 | Commonwealth Equity Services, Llc | 135.61K | — | $4.20M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 135.04K | +20.4% | $4.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 33 | 1832 Asset Management L.P. | 105.06K | — | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 102.27K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Franklin Resources Inc | 95.96K | — | $2.97M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Raymond James Financial Inc | 94.17K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Man Group plc | 87.05K | — | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Nomura Asset Management Co Ltd | 82.62K | — | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Asset Management One Co., Ltd. | 76.78K | — | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 66.60K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 41 | Swiss National Bank | 61.30K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Sumitomo Mitsui Trust Group, Inc. | 57.42K | — | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Squarepoint Ops LLC | 55.85K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Royal Bank Of Canada | 53.00K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 45 | Citigroup Inc | 49.81K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Barclays Plc | 48.63K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Mml Investors Services, Llc | 46.91K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Mitsubishi UFJ Asset Management… | 43.44K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Captrust Financial Advisors | 41.51K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Osaic Holdings, Inc. | 41.15K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Rhumbline Advisers | 37.98K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Storebrand Asset Management As | 36.48K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Alliancebernstein L.P. | 32.72K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Cwm, Llc | 30.49K | — | $943,000 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Legal & General Group Plc | 29.91K | — | $925,323 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 56 | California State Teachers… | 29.68K | — | $918,268 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 24.98K | — | $773,005 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 58 | Invesco Ltd. | 22.94K | — | $709,764 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 59 | Allspring Global Investments… | 22.38K | — | $688,501 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Stifel Financial Corp | 21.25K | — | $657,609 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 61 | State Of Wisconsin Investment Board | 18.97K | — | $586,839 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Manufacturers Life Insurance… | 18.27K | — | $565,243 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Two Sigma Investments ✦ | 17.93K | -70.8% | $554,692 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Quantinno Capital Management LP | 17.09K | — | $528,796 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 14.53K | — | $449,404 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Corient Private Wealth LP | 13.98K | — | $432,606 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 67 | AQR Capital Management ✦ | 12.55K | -76.1% | $388,298 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 68 | Creative Planning | 11.94K | — | $369,455 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Zurcher Kantonalbank (Zurich… | 9.90K | — | $306,306 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | New York State Common Retirement… | 9.00K | — | $278,460 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Focus Partners Wealth | 8.31K | — | $272,912 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Us Bancorp \De\ | 8.81K | — | $272,524 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 73 | Cerity Partners LLC | 8.65K | — | $267,539 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 74 | Wealth Enhancement Advisory… | 8.38K | — | $267,154 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Bnp Paribas Financial Markets | 7.79K | — | $240,930 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Mariner, LLC | 7.69K | — | $237,900 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | First Trust Advisors Lp | 7.00K | — | $216,672 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Jones Financial Companies Lllp | 5.06K | — | $156,525 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Fidelity (FMR) ✦ | 1.51K | +2259.4% | $46,704 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 80 | Assetmark, Inc | 1.01K | — | $31,373 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Mirae Asset Global Investments Co.… | 908 | — | $28,094 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Northwestern Mutual Wealth… | 886 | — | $27,402 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | National Bank Of Canada /Fi/ | 29 | — | $896 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Pnc Financial Services Group, Inc. | 13 | — | $402 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Point72 Asset Management | $15.42M | was 0.0% |
| Renaissance Technologies | $1.53M | was 0.0% |
| Citadel Advisors | $829,322 | 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