Security record · archived quarter
SMA
Smartstop Self Storage REIT Inc · Real Estate · REIT - Industrial
91Tracked holders
+6Δ holders
36.90MShares held
$1.12BReported value
+12New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow +9.2% ·
net new positions +6.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| 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 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 5.97M | +0.9% | $180.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 5.97M | +0.9% | $180.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 5.97M | +0.9% | $180.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 5.97M | +0.9% | $180.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 5.14M | +48.2% | $155.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 5.14M | +48.2% | $155.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 5.14M | +48.2% | $155.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 5.14M | +48.2% | $155.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 5.14M | +48.2% | $155.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 5.14M | +48.2% | $155.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 5.14M | +48.2% | $155.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 5.14M | +48.2% | $155.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 5.14M | +48.2% | $155.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 5.14M | +48.2% | $155.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 5.14M | +48.2% | $155.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 5.14M | +48.2% | $155.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 5.14M | +48.2% | $155.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 3.43M | +330.8% | $103.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 3.43M | +330.8% | $103.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 3.43M | +330.8% | $103.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Principal Financial Group Inc | 2.60M | +25.6% | $78.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Principal Financial Group Inc | 2.60M | +25.6% | $78.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Principal Financial Group Inc | 2.60M | +25.6% | $78.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Prudential Financial Inc | 2.35M | -20.3% | $71.25M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | Prudential Financial Inc | 2.35M | -20.3% | $71.25M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 26 | Vanguard Capital Management Llc | 2.18M | — | $65.99M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | State Street Global Advisors ✦ (passive) | 2.16M | +88.7% | $65.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passive) | 1.44M | +42.6% | $43.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Geode Capital Management ✦ (passive) | 1.44M | +42.6% | $43.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Nuveen, LLC | 1.14M | +110.8% | $34.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Nuveen, LLC | 1.14M | +110.8% | $34.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Nuveen, LLC | 1.14M | +110.8% | $34.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Massachusetts Financial Services Co… | 981.44K | +23.6% | $29.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Massachusetts Financial Services Co… | 981.44K | +23.6% | $29.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Charles Schwab Investment… | 846.64K | +7.6% | $25.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Aberdeen Group plc | 741.55K | -23.3% | $22.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Aberdeen Group plc | 741.55K | -23.3% | $22.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Aberdeen Group plc | 741.55K | -23.3% | $22.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Aberdeen Group plc | 741.55K | -23.3% | $22.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Millennium Management ✦ | 591.60K | +108.4% | $17.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Northern Trust Corp | 540.34K | +72.4% | $16.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Northern Trust Corp | 540.34K | +72.4% | $16.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Northern Trust Corp | 540.34K | +72.4% | $16.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Northern Trust Corp | 540.34K | +72.4% | $16.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Northern Trust Corp | 540.34K | +72.4% | $16.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Northern Trust Corp | 540.34K | +72.4% | $16.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | BNP Paribas Asset Management… | 414.37K | -20.7% | $12.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Schroder Investment Management Group | 356.17K | — | $10.56M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 343.95K | +154.7% | $10.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 343.95K | +154.7% | $10.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 343.95K | +154.7% | $10.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 343.95K | +154.7% | $10.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 343.95K | +154.7% | $10.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 343.95K | +154.7% | $10.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Cetera Investment Advisers | 316.18K | -29.3% | $9.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | LPL Financial LLC | 290.34K | +11.0% | $8.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | UBS Group AG | 271.52K | +40.2% | $8.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | UBS Group AG | 271.52K | +40.2% | $8.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | UBS Group AG | 271.52K | +40.2% | $8.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Janus Henderson Group Plc | 246.01K | -40.3% | $7.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Janus Henderson Group Plc | 246.01K | -40.3% | $7.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 231.12K | +33.6% | $7.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 231.12K | +33.6% | $7.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 231.12K | +33.6% | $7.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 231.12K | +33.6% | $7.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 231.12K | +33.6% | $7.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Bank of New York Mellon Corp | 231.12K | +33.6% | $7.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 231.12K | +33.6% | $7.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Bank Of America Corp /De/ | 222.59K | +53.4% | $6.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Bank Of America Corp /De/ | 222.59K | +53.4% | $6.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Bank Of America Corp /De/ | 222.59K | +53.4% | $6.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Bank Of America Corp /De/ | 222.59K | +53.4% | $6.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | JPMorgan Chase ✦ | 219.20K | -48.3% | $6.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | JPMorgan Chase ✦ | 219.20K | -48.3% | $6.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | JPMorgan Chase ✦ | 219.20K | -48.3% | $6.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | JPMorgan Chase ✦ | 219.20K | -48.3% | $6.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | JPMorgan Chase ✦ | 219.20K | -48.3% | $6.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | UBS AM, a distinct business unit of… | 214.86K | +760.0% | $6.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | UBS AM, a distinct business unit of… | 214.86K | +760.0% | $6.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | UBS AM, a distinct business unit of… | 214.86K | +760.0% | $6.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | UBS AM, a distinct business unit of… | 214.86K | +760.0% | $6.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | UBS AM, a distinct business unit of… | 214.86K | +760.0% | $6.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | UBS AM, a distinct business unit of… | 214.86K | +760.0% | $6.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Clearbridge Investments, LLC | 211.59K | +15.0% | $6.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Daiwa Securities Group Inc. | 199.75K | -30.8% | $6.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Legal & General Group Plc | 195.30K | +553.0% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Legal & General Group Plc | 195.30K | +553.0% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Legal & General Group Plc | 195.30K | +553.0% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Sei Investments Co | 188.15K | +12.7% | $5.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Sei Investments Co | 188.15K | +12.7% | $5.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | 1832 Asset Management L.P. | 187.70K | +78.7% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Ameriprise Financial Inc | 159.71K | New | $4.84M | 0.0% | New | 1 | SEC ↗ |
| 93 | Ameriprise Financial Inc | 159.71K | New | $4.84M | 0.0% | New | 1 | SEC ↗ |
| 94 | Ameriprise Financial Inc | 159.71K | New | $4.84M | 0.0% | New | 1 | SEC ↗ |
| 95 | Ameriprise Financial Inc | 159.71K | New | $4.84M | 0.0% | New | 1 | SEC ↗ |
| 96 | BROOKFIELD Corp /ON/ | 134.58K | -57.8% | $4.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Commonwealth Equity Services, Llc | 130.32K | -3.9% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Envestnet Asset Management Inc | 116.60K | +14.0% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Swiss National Bank | 109.50K | +78.6% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Russell Investments Group, Ltd. | 101.10K | -87.9% | $3.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Ameriprise Financial Inc | $4.84M | 0.0% |
| Ameriprise Financial Inc | $4.84M | 0.0% |
| Ameriprise Financial Inc | $4.84M | 0.0% |
| Ameriprise Financial Inc | $4.84M | 0.0% |
Exited
| Wellington Management | $43.76M | was 0.0% |
| Squarepoint Ops LLC | $1.73M | was 0.0% |
| Storebrand Asset Management As | $1.13M | was 0.0% |
| Allspring Global Investments… | $688,501 | was 0.0% |
| Wealth Enhancement Advisory… | $267,154 | was 0.0% |
| Mariner, LLC | $237,900 | 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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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