SmartStop Self Storage REIT, Inc. (SMA) — Institutional Holders, Q2 2026 (page 3)
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 201 to 263. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SMA 13F holders ranked 201–263 of 263
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | FMR#201 · 5,114 sh | 5,114 | $166.2K | 0.00% | +18.5% |
| 202 | Signature Equity Partners#202 · 5,078 sh | 5,078 | $165.0K | 0.08% | -2.2% |
| 203 | Triumph Capital Management#203 · 4,530 sh | 4,530 | $147.2K | — | 0.0% |
| 204 | SILVER OAK SECURITIES#204 · 4,414 sh | 4,414 | $143.5K | <0.01% | -37.8% |
| 205 | Northwest & Ethical Investments L.P.#205 · 4,102 sh | 4,102 | $134.9K | <0.01% | -62.2% |
| 206 | Rossby Financial, LCC#206 · 4,091 sh | 4,091 | $133.0K | 0.02% | +0.2% |
| 207 | Tower Research Capital (TRC)#207 · 2,886 sh | 2,886 | $93.8K | <0.01% | +25.7% |
| 208 | FIL Ltd#208 · 2,720 sh | 2,720 | $88.4K | <0.01% | -5.8% |
| 209 | BROOKFIELD#209 · 2,693 sh | 2,693 | $87.5K | <0.01% | -98.0% |
| 210 | Raleigh Capital Management#210 · 2,671 sh | 2,671 | $86.8K | 0.03% | 0.0% |
| 211 | NewEdge Advisors#211 · 2,667 sh | 2,667 | $86.7K | <0.01% | New |
| 212 | Continuum Advisory#212 · 2,655 sh | 2,655 | $86.3K | <0.01% | New |
| 213 | SRS Capital Advisors#213 · 2,579 sh | 2,579 | $83.8K | <0.01% | +194.7% |
| 214 | Integrated Wealth Concepts#214 · 2,537 sh | 2,537 | $82.5K | <0.01% | New |
| 215 | Silicon Valley Capital Partners#215 · 2,336 sh | 2,336 | $75.9K | <0.01% | +1.3% |
| 216 | Newbridge Financial Services Group#216 · 1,995 sh | 1,995 | $64.8K | — | 0.0% |
| 217 | Clearstead Advisors#217 · 1,823 sh | 1,823 | $59.3K | <0.01% | +2.4% |
| 218 | Allworth Financial#218 · 1,788 sh | 1,788 | $58.1K | <0.01% | +61.4% |
| 219 | ASSETMARK#219 · 1,725 sh | 1,725 | $56.1K | — | +1.2% |
| 220 | KBC Group NV#220 · 1,622 sh | 1,622 | $53.0K | — | 0.0% |
| 221 | United Financial Planning Group#221 · 1,337 sh | 1,337 | $43.5K | 0.02% | 0.0% |
| 222 | BARTLETT & WEALTH MANAGEMENT#222 · 1,249 sh | 1,249 | $40.8K | <0.01% | 0.0% |
| 223 | Canton Hathaway#223 · 1,250 sh | 1,250 | $40.6K | — | 0.0% |
| 224 | CoreCap Advisors#224 · 1,209 sh | 1,209 | $39.3K | — | 0.0% |
| 225 | COMPASS FINANCIAL MANAGEMENT#225 · 1,120 sh | 1,120 | $37.7K | <0.01% | — |
| 226 | Sterling Capital Management#226 · 1,138 sh | 1,138 | $37.0K | — | -38.3% |
| 227 | Avalon#227 · 1,100 sh | 1,100 | $35.8K | <0.01% | 0.0% |
| 228 | Anchor Investment Management#228 · 1,000 sh | 1,000 | $32.5K | <0.01% | 0.0% |
| 229 | Cornerstone National Bank#229 · 974 sh | 974 | $32.4K | — | 0.0% |
| 230 | HARBOUR INVESTMENTS#230 · 907 sh | 907 | $29.5K | <0.01% | 0.0% |
| 231 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#231 · 874 sh | 874 | $28.4K | 0.00% | +40.3% |
| 232 | PROSPERITY BANCSHARES#232 · 861 sh | 861 | $28.0K | 0.02% | +36.9% |
| 233 | CREATIVE FINANCIAL DESIGNS#233 · 840 sh | 840 | $27.3K | <0.01% | +1.3% |
| 234 | LOS ANGELES CAPITAL MANAGEMENT#234 · 804 sh | 804 | $26.1K | <0.01% | +275.7% |
| 235 | GF FUND MANAGEMENT LTD.#235 · 736 sh | 736 | $23.9K | — | +54.6% |
| 236 | NISA INVESTMENT ADVISORS#236 · 616 sh | 616 | $20.1K | — | -81.5% |
| 237 | SWAN Capital#237 · 501 sh | 501 | $16.3K | <0.01% | 0.0% |
| 238 | SIMPLEX TRADING#238 · 491 sh | 491 | $16.0K | 0.00% | +45.7% |
| 239 | Versant Capital Management#239 · 441 sh | 441 | $14.3K | — | +120.5% |
| 240 | Caitong International Asset Management , Ltd#240 · 431 sh | 431 | $14.0K | <0.01% | +2294.4% |
| 241 | Kemnay Advisory Services#241 · 430 sh | 430 | $14.0K | <0.01% | -6.1% |
| 242 | PNC FINANCIAL SERVICES GROUP#242 · 360 sh | 360 | $11.7K | 0.00% | +118.2% |
| 243 | TOUNJIAN ADVISORY PARTNERS#243 · 336 sh | 336 | $10.9K | <0.01% | New |
| 244 | EXCHANGE TRADED CONCEPTS#244 · 291 sh | 291 | $9.5K | 0.00% | New |
| 245 | TD Capital Management#245 · 279 sh | 279 | $9.1K | <0.01% | +1.5% |
| 246 | EverSource Wealth Advisors#246 · 258 sh | 258 | $8.4K | <0.01% | -91.3% |
| 247 | Mirae Asset Global Investments , Ltd.#247 · 229 sh | 229 | $7.4K | 0.00% | -79.9% |
| 248 | GAMMA Investing#248 · 210 sh | 210 | $6.8K | — | +107.9% |
| 249 | Napier Financial#249 · 194 sh | 194 | $6.3K | <0.01% | 0.0% |
| 250 | PRIVATE NA#250 · 158 sh | 158 | $5.1K | — | -11.2% |
| 251 | Global Retirement Partners#251 · 143 sh | 143 | $4.6K | <0.01% | — |
| 252 | DiNuzzo Private Wealth#252 · 143 sh | 143 | $4.6K | — | -20.1% |
| 253 | WHITTIER OF NEVADA#253 · 61 sh | 61 | $2.0K | 0.00% | 0.0% |
| 254 | Farther Finance Advisors#254 · 40 sh | 40 | $1.3K | — | -99.8% |
| 255 | ROTHSCHILD INVESTMENT#255 · 40 sh | 40 | $1.3K | 0.00% | +48.1% |
| 256 | JPL Wealth Management#256 · 39 sh | 39 | $1.3K | <0.01% | 0.0% |
| 257 | WPG Advisers#257 · 30 sh | 30 | $975.00 | <0.01% | 0.0% |
| 258 | TD PRIVATE CLIENT WEALTH#258 · 28 sh | 28 | $910.00 | 0.00% | 0.0% |
| 259 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#259 · 18 sh | 18 | $599.00 | 0.00% | -94.1% |
| 260 | Larson Financial Group#260 · 17 sh | 17 | $553.00 | 0.00% | -32.0% |
| 261 | Keating Financial Advisory Services#261 · 1 sh | 1 | $33.00 | 0.00% | New |
| 262 | Covestor Ltd#262 · 14 sh | 14 | $0.00 | 0.00% | +250.0% |
| 263 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#263 · 67,886 sh | 67,886 | — | — | -2.5% |
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.