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Security record · archived quarter

SMA

Smartstop Self Storage REIT Inc · Real Estate · REIT - Industrial

35.60 +0.5% mkt cap $1.97B quote delayed (FMP) · as of Oct 23 15:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
91Tracked holders
+6Δ holders
36.90MShares held
$1.12BReported value
+12New positions
−6Exits
Rising Conviction score 59/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

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
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 9.36K $306,198 n/a −1
Q2 2026 95 +7 36.85M $1.20B +12 −5
Q1 2026 91 +6 36.90M $1.12B +12 −6
Q4 2025 84 -3 34.85M $1.08B n/a −3
Q3 2025 16 -1 15.33M $576.93M +2 −3
Q2 2025 14 +12 14.80M $536.11M +12 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 T. Rowe Price ✦ 5.97M +0.9% $180.76M 0.0% ▲ Add 4 SEC ↗ ×4
2 BlackRock ✦ (passive) 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 n/a $65.99M 0.0% n/c 1 SEC ↗
7 State Street Global Advisors ✦ (passive) 2.16M +88.7% $65.79M 0.0% ▲ Add 4 SEC ↗
8 Geode Capital Management ✦ (passive) 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 n/a $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 New $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 New $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 New $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 New $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 New $756,546 0.0% New 1 SEC ↗
66 Amundi 23.59K New $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 New $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 New $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 New $244,268 0.0% New 1 SEC ↗
79 Voya Investment Management Llc 7.08K New $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 New $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 New $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 ↗

“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%
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%

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.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Oct 16 Mueller David J

Director · 425 sh · $14,442

Sep 16 Mueller David J

Director · 425 sh · $13,621

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Oct 05 SC 13G/A: BlackRock, Inc.

View original SEC filing ↗

Aug 14 SC 13G/A: PRICE T ROWE ASSOCIATES INC /MD/

View original SEC filing ↗

Aug 05 SC 13G: PRINCIPAL GLOBAL INVESTORS

View original SEC filing ↗

Jul 31 SC 13G: VANGUARD CAPITAL MANAGEMENT LLC

View original SEC filing ↗

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 · Get this via the API