Запись по ценной бумаге · архивный квартал
SMA
Smartstop Self Storage REIT Inc · Real Estate · REIT - Industrial
91Отслеживаемые держатели
+6Δ держателей
36.90MАкций в держании
$1.12BОтчётная стоимость
+12Новые позиции
−6Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +7.1% ·
поток акций +9.2% ·
новые чистые позиции +6.6%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 5.97M | +0.9% | $180.76M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | BlackRock ✦ (пассивный) | 5.14M | +48.2% | $155.71M | 0.0% | ▲ Add | 4 | SEC ↗ ×13 |
| 3 | Goldman Sachs Group ✦ | 3.43M | +330.8% | $103.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Principal Financial Group Inc | 2.60M | +25.6% | $78.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Prudential Financial Inc | 2.35M | -20.3% | $71.25M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Vanguard Capital Management Llc | 2.18M | — | $65.99M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (пассивный) | 2.16M | +88.7% | $65.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Geode Capital Management ✦ (пассивный) | 1.44M | +42.6% | $43.49M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 9 | Nuveen, LLC | 1.14M | +110.8% | $34.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Massachusetts Financial Services Co… | 981.44K | +23.6% | $29.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Charles Schwab Investment… | 846.64K | +7.6% | $25.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Aberdeen Group plc | 741.55K | -23.3% | $22.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 13 | Millennium Management ✦ | 591.60K | +108.4% | $17.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Northern Trust Corp | 540.34K | +72.4% | $16.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 15 | BNP Paribas Asset Management… | 414.37K | -20.7% | $12.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Schroder Investment Management Group | 356.17K | — | $10.56M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 343.95K | +154.7% | $10.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 18 | Cetera Investment Advisers | 316.18K | -29.3% | $9.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | LPL Financial LLC | 290.34K | +11.0% | $8.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | UBS Group AG | 271.52K | +40.2% | $8.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Janus Henderson Group Plc | 246.01K | -40.3% | $7.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Bank of New York Mellon Corp | 231.12K | +33.6% | $7.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 23 | Bank Of America Corp /De/ | 222.59K | +53.4% | $6.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 24 | JPMorgan Chase ✦ | 219.20K | -48.3% | $6.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 25 | UBS AM, a distinct business unit of… | 214.86K | +760.0% | $6.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 26 | Clearbridge Investments, LLC | 211.59K | +15.0% | $6.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Daiwa Securities Group Inc. | 199.75K | -30.8% | $6.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Legal & General Group Plc | 195.30K | +553.0% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Sei Investments Co | 188.15K | +12.7% | $5.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | 1832 Asset Management L.P. | 187.70K | +78.7% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 159.71K | Новый | $4.84M | 0.0% | New | 1 | SEC ↗ ×4 |
| 32 | BROOKFIELD Corp /ON/ | 134.58K | -57.8% | $4.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 130.32K | -3.9% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 116.60K | +14.0% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Swiss National Bank | 109.50K | +78.6% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 101.10K | -87.9% | $3.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 37 | Hsbc Holdings Plc | 95.75K | Новый | $2.90M | 0.0% | New | 1 | SEC ↗ ×2 |
| 38 | Quantinno Capital Management LP | 93.93K | +449.6% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Franklin Resources Inc | 92.41K | -3.7% | $2.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Nomura Asset Management Co Ltd | 86.20K | +4.3% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Raymond James Financial Inc | 83.52K | -11.3% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 42 | Asset Management One Co., Ltd. | 77.16K | +0.5% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Invesco Ltd. | 75.78K | +230.3% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 44 | Man Group plc | 75.75K | -13.0% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Royal Bank Of Canada | 72.32K | +36.5% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 46 | Bnp Paribas Financial Markets | 71.88K | +823.1% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Rhumbline Advisers | 70.97K | +86.8% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | California State Teachers… | 69.65K | +134.7% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Alliancebernstein L.P. | 65.75K | +101.0% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Citigroup Inc | 65.66K | +31.8% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Sumitomo Mitsui Trust Group, Inc. | 61.30K | +6.8% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Deutsche Bank Ag\ | 56.91K | -96.9% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 53 | Allianz Asset Management GmbH | 55.84K | Новый | $1.69M | 0.0% | New | 1 | SEC ↗ |
| 54 | Stifel Financial Corp | 55.83K | +162.7% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 55 | Wells Fargo & Company/Mn | 48.23K | -27.6% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 56 | Zurcher Kantonalbank (Zurich… | 48.15K | +386.4% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Mitsubishi UFJ Asset Management… | 45.80K | +5.4% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Captrust Financial Advisors | 37.92K | -8.7% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | State Of Wisconsin Investment Board | 34.32K | +80.9% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Osaic Holdings, Inc. | 30.72K | -25.4% | $930,343 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 61 | Cwm, Llc | 28.22K | -7.4% | $854,562 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Citadel Advisors ✦ | 26.83K | Новый | $812,291 | 0.0% | New | 1 | SEC ↗ |
| 63 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 26.09K | +79.6% | $790,005 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | American Century Companies Inc | 25.08K | -96.1% | $759,422 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Balyasny Asset Management L.P. | 24.98K | Новый | $756,546 | 0.0% | New | 1 | SEC ↗ |
| 66 | Amundi | 23.59K | Новый | $714,184 | 0.0% | New | 1 | SEC ↗ |
| 67 | Manufacturers Life Insurance… | 23.10K | +26.4% | $699,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Susquehanna International Group, Llp | 21.52K | Новый | $651,565 | 0.0% | New | 1 | SEC ↗ |
| 69 | AQR Capital Management ✦ | 19.64K | +56.5% | $594,608 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 70 | New York State Common Retirement… | 17.50K | +94.4% | $529,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Barclays Plc | 15.22K | -68.7% | $461,013 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 72 | Two Sigma Investments ✦ | 10.90K | -39.2% | $330,052 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 73 | Creative Planning | 10.54K | -11.7% | $319,212 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Pictet Asset Management Holding SA | 9.15K | Новый | $276,971 | 0.0% | New | 1 | SEC ↗ |
| 75 | Focus Partners Wealth | 5.98K | -28.0% | $273,379 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Us Bancorp \De\ | 9.01K | +2.3% | $272,792 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 77 | Mml Investors Services, Llc | 8.72K | -81.4% | $264,011 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | ProShare Advisors LLC | 8.07K | Новый | $244,268 | 0.0% | New | 1 | SEC ↗ |
| 79 | Voya Investment Management Llc | 7.08K | Новый | $214,261 | 0.0% | New | 1 | SEC ↗ |
| 80 | First Trust Advisors Lp | 7.03K | +0.4% | $212,898 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Corient Private Wealth LP | 6.98K | -50.1% | $211,385 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Cerity Partners LLC | 6.71K | -22.4% | $203,270 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 83 | Jones Financial Companies Lllp | 5.06K | 0.0% | $151,821 | 0.0% | Held | 2 | SEC ↗ |
| 84 | Fidelity (FMR) ✦ | 4.31K | +185.7% | $130,629 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 85 | FIL Ltd | 2.89K | Новый | $87,388 | 0.0% | New | 1 | SEC ↗ |
| 86 | Assetmark, Inc | 1.70K | +68.0% | $51,597 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Mirae Asset Global Investments Co.… | 1.14K | +25.6% | $34,519 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Northwestern Mutual Wealth… | 623 | -29.7% | $18,857 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Simplex Trading, Llc | 337 | Новый | $10,204 | 0.0% | New | 1 | SEC ↗ |
| 90 | Pnc Financial Services Group, Inc. | 165 | +1169.2% | $4,998 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 91 | National Bank Of Canada /Fi/ | 150 | +417.2% | $4,538 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Ameriprise Financial Inc | $4.84M | 0.0% |
| Hsbc Holdings Plc | $2.90M | 0.0% |
| Allianz Asset Management GmbH | $1.69M | 0.0% |
| Citadel Advisors | $812,291 | 0.0% |
| Balyasny Asset Management L.P. | $756,546 | 0.0% |
| Amundi | $714,184 | 0.0% |
| Susquehanna International… | $651,565 | 0.0% |
| Pictet Asset Management… | $276,971 | 0.0% |
| ProShare Advisors LLC | $244,268 | 0.0% |
| Voya Investment Management Llc | $214,261 | 0.0% |
| FIL Ltd | $87,388 | 0.0% |
| Simplex Trading, Llc | $10,204 | 0.0% |
Закрыто
| Wellington Management | $43.76M | составлял 0.0% |
| Squarepoint Ops LLC | $1.73M | составлял 0.0% |
| Storebrand Asset Management As | $1.13M | составлял 0.0% |
| Allspring Global Investments… | $688,501 | составлял 0.0% |
| Wealth Enhancement Advisory… | $267,154 | составлял 0.0% |
| Mariner, LLC | $237,900 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 255 держатели, 50.40M акции, $1.31B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Sep 16
Mueller David J
Director · 425 акц. · $13,621
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Oct 05
SC 13G/A — BlackRock, Inc.
Aug 14
SC 13G/A — PRICE T ROWE ASSOCIATES INC /MD/
Aug 05
SC 13G — PRINCIPAL GLOBAL INVESTORS
Jul 31
SC 13G — VANGUARD CAPITAL MANAGEMENT LLC
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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