SmartStop Self Storage REIT, Inc. (SMA) — Institutional Holders, Q2 2026
263 institutional investment managers reported a SMA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SMA in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- CENTERSQUARE INVESTMENT MANAGEMENTNew · +1,415,860 sh+$46.0M
- Alyeska Investment Group, L.P.New · +956,577 sh+$31.1M
- Irenic Capital ManagementNew · +876,608 sh+$28.5M
- PRINCIPAL FINANCIAL GROUPAdded · +609,652 sh+$19.8M
- T. Rowe Price Investment ManagementAdded · +278,044 sh+$9.0M
Biggest sellers
- PRUDENTIAL FINANCIALTrimmed · -1,318,440 sh-$42.8M
- Conversant CapitalSold out · -857,715 sh-$27.9M
- GOLDENTREE ASSET MANAGEMENTTrimmed · -827,807 sh-$26.9M
- PRICE T ROWE ASSOCIATESTrimmed · -698,822 sh-$22.7M
- GOLDMAN SACHS GROUPTrimmed · -682,978 sh-$22.2M
SMA 13F holders ranked 1–100 of 263
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 5,416,274 sh | 5,416,274 | $176.0M | <0.01% | +5.3% |
| 2 | PRICE T ROWE ASSOCIATES#2 · 5,270,721 sh | 5,270,721 | $171.3M | 0.02% | -11.7% |
| 3 | PRINCIPAL FINANCIAL GROUP#3 · 3,205,785 sh | 3,205,785 | $104.2M | 0.05% | +23.5% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT#4 · 2,899,665 sh | 2,899,665 | $94.2M | <0.01% | +4.0% |
| 5 | GOLDMAN SACHS GROUP#5 · 2,744,749 sh | 2,744,749 | $89.2M | <0.01% | -19.9% |
| 6 | VANGUARD CAPITAL MANAGEMENT#6 · 2,367,053 sh | 2,367,053 | $76.9M | <0.01% | +8.6% |
| 7 | STATE STREET#7 · 2,244,402 sh | 2,244,402 | $73.2M | <0.01% | +3.7% |
| 8 | NORGES BANK#8 · 1,630,366 sh | 1,630,366 | $53.0M | <0.01% | — |
| 9 | GEODE CAPITAL MANAGEMENT#9 · 1,574,206 sh | 1,574,206 | $51.2M | <0.01% | +9.6% |
| 10 | CENTERSQUARE INVESTMENT MANAGEMENT#10 · 1,415,860 sh | 1,415,860 | $46.0M | 0.39% | New |
| 11 | T. Rowe Price Investment Management#11 · 1,079,954 sh | 1,079,954 | $35.1M | 0.02% | +34.7% |
| 12 | PRUDENTIAL FINANCIAL#12 · 1,034,596 sh | 1,034,596 | $33.6M | 0.04% | -56.0% |
| 13 | DUFF & PHELPS INVESTMENT MANAGEMENT#13 · 967,028 sh | 967,028 | $31.4M | 0.30% | +16.3% |
| 14 | Alyeska Investment Group, L.P.#14 · 956,577 sh | 956,577 | $31.1M | 0.08% | New |
| 15 | MASSACHUSETTS FINANCIAL SERVICES#15 · 932,759 sh | 932,759 | $30.3M | <0.01% | -5.0% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT#16 · 896,899 sh | 896,899 | $29.1M | <0.01% | +5.9% |
| 17 | Irenic Capital Management#17 · 876,608 sh | 876,608 | $28.5M | 1.37% | New |
| 18 | Nuveen#18 · 851,253 sh | 851,253 | $27.7M | <0.01% | -25.6% |
| 19 | SILVERCREST ASSET MANAGEMENT GROUP#19 · 675,774 sh | 675,774 | $22.0M | 0.14% | -7.8% |
| 20 | NORTHERN#20 · 579,922 sh | 579,922 | $18.8M | <0.01% | +7.3% |
| 21 | GOLDENTREE ASSET MANAGEMENT#21 · 501,768 sh | 501,768 | $16.3M | 0.95% | -62.3% |
| 22 | Long Pond Capital#22 · 444,839 sh | 444,839 | $14.5M | 1.39% | -27.5% |
| 23 | Zimmer Partners#23 · 437,500 sh | 437,500 | $14.2M | 0.33% | -27.1% |
| 24 | LPL Financial#24 · 389,780 sh | 389,780 | $12.7M | <0.01% | +34.3% |
| 25 | SCHRODER INVESTMENT MANAGEMENT GROUP#25 · 375,764 sh | 375,764 | $12.3M | <0.01% | +5.5% |
| 26 | INDEPENDENT FINANCIAL GROUP#26 · 374,632 sh | 374,632 | $12.2M | — | +6.1% |
| 27 | VANGUARD FIDUCIARY#27 · 369,899 sh | 369,899 | $12.0M | <0.01% | +4.9% |
| 28 | abrdn plc#28 · 348,725 sh | 348,725 | $11.3M | 0.02% | -53.0% |
| 29 | Cetera Investment Advisers#29 · 303,577 sh | 303,577 | $9.9M | <0.01% | -4.0% |
| 30 | UBS Group AG#30 · 264,581 sh | 264,581 | $8.6M | <0.01% | -2.6% |
| 31 | JPMORGAN CHASE#31 · 259,427 sh | 259,427 | $8.5M | <0.01% | +18.4% |
| 32 | Bank of New York Mellon#32 · 250,469 sh | 250,469 | $8.1M | <0.01% | +8.4% |
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#33 · 247,877 sh | 247,877 | $8.1M | <0.01% | +1052.0% |
| 34 | BANK OF AMERICA#34 · 241,155 sh | 241,155 | $7.8M | <0.01% | +8.3% |
| 35 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#35 · 236,822 sh | 236,822 | $7.7M | <0.01% | +10.2% |
| 36 | PICTON MAHONEY ASSET MANAGEMENT#36 · 232,347 sh | 232,347 | $7.6M | 0.06% | -4.8% |
| 37 | COHEN & STEERS#37 · 231,241 sh | 231,241 | $7.5M | 0.01% | New |
| 38 | AMERIPRISE FINANCIAL#38 · 228,854 sh | 228,854 | $7.4M | <0.01% | +43.3% |
| 39 | CHILTON CAPITAL MANAGEMENT#39 · 217,244 sh | 217,244 | $7.1M | 0.22% | -3.1% |
| 40 | Clearbridge Investments#40 · 211,712 sh | 211,712 | $6.9M | <0.01% | +0.1% |
| 41 | 1832 Asset Management L.P.#41 · 204,658 sh | 204,658 | $6.7M | <0.01% | +9.0% |
| 42 | CHOREO#42 · 200,728 sh | 200,728 | $6.5M | 0.07% | +12.3% |
| 43 | MORGAN STANLEY#43 · 196,846 sh | 196,846 | $6.4M | <0.01% | -42.8% |
| 44 | Legal & General Group Plc#44 · 195,963 sh | 195,963 | $6.4M | <0.01% | +0.3% |
| 45 | Lighthouse Investment Partners#45 · 191,173 sh | 191,173 | $6.2M | 0.17% | +74.6% |
| 46 | BNP Paribas Asset Management Holding S.A.#46 · 191,007 sh | 191,007 | $6.2M | <0.01% | -53.9% |
| 47 | DigitalBridge Group#47 · 182,200 sh | 182,200 | $5.9M | 0.35% | New |
| 48 | Argosy-Lionbridge Management#48 · 176,787 sh | 176,787 | $5.7M | 3.61% | New |
| 49 | SEI INVESTMENTS#49 · 172,447 sh | 172,447 | $5.6M | <0.01% | -8.3% |
| 50 | Quantinno Capital Management#50 · 158,096 sh | 158,096 | $5.1M | <0.01% | +68.3% |
| 51 | CITADEL ADVISORS#51 · 155,868 sh | 155,868 | $5.1M | <0.01% | +481.0% |
| 52 | PEREGRINE CAPITAL MANAGEMENT#52 · 145,029 sh | 145,029 | $4.7M | 0.15% | -8.2% |
| 53 | RAYMOND JAMES FINANCIAL#53 · 135,326 sh | 135,326 | $4.4M | <0.01% | +62.0% |
| 54 | Prime Capital Investment Advisors#54 · 122,372 sh | 122,372 | $4.0M | — | -16.2% |
| 55 | CENTAURUS FINANCIAL#55 · 121,645 sh | 121,645 | $4.0M | 0.17% | -20.0% |
| 56 | Russell Investments Group, Ltd.#56 · 119,731 sh | 119,731 | $3.9M | <0.01% | +18.4% |
| 57 | Cambridge Investment Research Advisors#57 · 118,075 sh | 118,075 | $3.8M | <0.01% | -11.5% |
| 58 | Merit Financial Group#58 · 116,966 sh | 116,966 | $3.8M | 0.02% | -4.9% |
| 59 | STIFEL FINANCIAL#59 · 114,567 sh | 114,567 | $3.7M | <0.01% | +105.2% |
| 60 | Swiss National Bank#60 · 111,000 sh | 111,000 | $3.6M | <0.01% | +1.4% |
| 61 | COMMONWEALTH EQUITY SERVICES#61 · 110,997 sh | 110,997 | $3.6M | <0.01% | -14.8% |
| 62 | Invesco Ltd.#62 · 110,364 sh | 110,364 | $3.6M | <0.01% | +45.6% |
| 63 | HSBC PLC#63 · 105,680 sh | 105,680 | $3.4M | <0.01% | +10.4% |
| 64 | ENVESTNET ASSET MANAGEMENT#64 · 103,562 sh | 103,562 | $3.4M | <0.01% | -11.2% |
| 65 | Verition Fund Management#65 · 93,515 sh | 93,515 | $3.0M | <0.01% | -6.0% |
| 66 | NOMURA ASSET MANAGEMENT LTD#66 · 89,200 sh | 89,200 | $2.9M | <0.01% | +3.5% |
| 67 | ROYAL BANK OF CANADA#67 · 84,901 sh | 84,901 | $2.8M | <0.01% | +17.4% |
| 68 | RHUMBLINE ADVISERS#68 · 81,066 sh | 81,066 | $2.6M | <0.01% | +14.2% |
| 69 | Asset Management One , Ltd.#69 · 79,911 sh | 79,911 | $2.6M | — | +3.6% |
| 70 | XTX Topco Ltd#70 · 79,196 sh | 79,196 | $2.6M | 0.03% | +122.1% |
| 71 | STRS OHIO#71 · 79,100 sh | 79,100 | $2.6M | <0.01% | -24.1% |
| 72 | FRANKLIN RESOURCES#72 · 78,220 sh | 78,220 | $2.5M | <0.01% | -15.4% |
| 73 | CITIGROUP#73 · 76,466 sh | 76,466 | $2.5M | <0.01% | +16.5% |
| 74 | Kestra Advisory Services#74 · 73,883 sh | 73,883 | $2.4M | <0.01% | -60.6% |
| 75 | WELLS FARGO & COMPANY#75 · 73,508 sh | 73,508 | $2.4M | <0.01% | +52.4% |
| 76 | DEUTSCHE BANK AG\#76 · 73,338 sh | 73,338 | $2.4M | <0.01% | +28.9% |
| 77 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#77 · 71,808 sh | 71,808 | $2.3M | 0.01% | +186.8% |
| 78 | OVERSEA-CHINESE BANKING Ltd#78 · 67,432 sh | 67,432 | $2.2M | 0.05% | -35.4% |
| 79 | Jain Global#79 · 65,572 sh | 65,572 | $2.1M | <0.01% | New |
| 80 | Paralel Advisors#80 · 65,000 sh | 65,000 | $2.1M | 0.08% | 0.0% |
| 81 | MARSHALL WACE, LLP#81 · 64,570 sh | 64,570 | $2.1M | <0.01% | New |
| 82 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#82 · 63,050 sh | 63,050 | $2.0M | <0.01% | -0.7% |
| 83 | ALLIANCEBERNSTEIN L.P.#83 · 65,427 sh | 65,427 | $2.0M | <0.01% | -0.5% |
| 84 | Sequent Planning#84 · 60,657 sh | 60,657 | $2.0M | 0.42% | -6.1% |
| 85 | Sumitomo Mitsui#85 · 59,857 sh | 59,857 | $1.9M | <0.01% | -2.3% |
| 86 | AQR CAPITAL MANAGEMENT#86 · 59,799 sh | 59,799 | $1.9M | <0.01% | +204.5% |
| 87 | Advisory Services Network#87 · 57,637 sh | 57,637 | $1.9M | 0.02% | +18.4% |
| 88 | PFG Investments#88 · 54,375 sh | 54,375 | $1.8M | 0.07% | -1.2% |
| 89 | Susquehanna Portfolio Strategies#89 · 53,964 sh | 53,964 | $1.8M | 0.03% | +81.3% |
| 90 | Vanguard Investments Australia, Ltd.#90 · 51,690 sh | 51,690 | $1.7M | <0.01% | +0.3% |
| 91 | WESBANCO BANK#91 · 51,100 sh | 51,100 | $1.7M | 0.04% | +108.6% |
| 92 | MML INVESTORS SERVICES#92 · 50,216 sh | 50,216 | $1.6M | <0.01% | +475.9% |
| 93 | BARCLAYS PLC#93 · 49,917 sh | 49,917 | $1.6M | <0.01% | +227.9% |
| 94 | RENAISSANCE TECHNOLOGIES#94 · 49,600 sh | 49,600 | $1.6M | <0.01% | New |
| 95 | Mitsubishi UFJ Asset Management , Ltd.#95 · 48,170 sh | 48,170 | $1.6M | <0.01% | +5.2% |
| 96 | THRIVENT FINANCIAL FOR LUTHERANS#96 · 47,163 sh | 47,163 | $1.5M | <0.01% | +10.8% |
| 97 | VANGUARD ASSET MANAGEMENT, Ltd#97 · 46,269 sh | 46,269 | $1.5M | <0.01% | +27.4% |
| 98 | AE Wealth Management#98 · 44,108 sh | 44,108 | $1.4M | <0.01% | -4.6% |
| 99 | Premier Private Wealth Management#99 · 42,262 sh | 42,262 | $1.4M | 1.20% | -22.5% |
| 100 | State of Alaska, Department of Revenue#100 · 42,141 sh | 42,141 | $1.4M | — | 0.0% |
Funds that sold out of SMA in Q2 2026 (30)
Held SMA at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Conversant Capital857,715 sh | 857,715 | $26.0M |
| Hudson Bay Capital Management252,236 sh | 252,236 | $7.6M |
| CI INVESTMENTS184,922 sh | 184,922 | $5.6M |
| Polymer Capital Management (US)171,140 sh | 171,140 | $5.2M |
| Man Group plc75,746 sh | 75,746 | $2.3M |
| Ghisallo Capital Management50,000 sh | 50,000 | $1.5M |
| LEUCADIA NATIONAL47,500 sh | 47,500 | $1.4M |
| OMERS ADMINISTRATION30,000 sh | 30,000 | $908.4K |
| MAVERICK CAPITAL LTD22,583 sh | 22,583 | $683.8K |
| Timbercreek Asset Management Ltd.16,990 sh | 16,990 | $514.5K |
| EntryPoint Capital16,972 sh | 16,972 | $513.9K |
| Swiss Life Asset Management Ltd11,199 sh | 11,199 | $315.8K |
| Focus Partners Wealth5,981 sh | 5,981 | $273.4K |
| State of Wyoming8,783 sh | 8,783 | $265.9K |
| Cerity Partners6,713 sh | 6,713 | $203.3K |
| Prosperitas Financial6,630 sh | 6,630 | $200.8K |
| Western Wealth Management5,056 sh | 5,056 | $153.1K |
| Quantbot Technologies4,802 sh | 4,802 | $145.4K |
| Sound Income Strategies3,868 sh | 3,868 | $117.7K |
| Bogart Wealth1,600 sh | 1,600 | $48.4K |
| Imprint Wealth1,250 sh | 1,250 | $37.9K |
| IFP Advisors1,207 sh | 1,207 | $36.5K |
| MAI Capital Management449 sh | 449 | $13.6K |
| Frazier Financial Advisors404 sh | 404 | $12.2K |
| Annis Gardner Whiting Capital Advisors346 sh | 346 | $10.5K |
| NATIONAL BANK OF CANADA150 sh | 150 | $4.5K |
| Root Financial Partners67 sh | 67 | $2.0K |
| Essential Partners2 sh | 2 | $61.00 |
| TWIN PEAKS WEALTH ADVISORS1 sh | 1 | $30.00 |
| Hughes Financial Services1 sh | 1 | $30.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.