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SmartStop Self Storage REIT, Inc. 13F holders

261 funds reported a position in SmartStop Self Storage REIT, Inc. in their 13F for the quarter ended 30 June 2026, together 51.5 million shares worth $1.67 billion. Against the quarter before, 30 opened a position, 104 added, 85 trimmed and 29 sold out; together they sold a net 531,491 shares. The largest holders: BlackRock, Inc., Price T Rowe Associates Inc. and Principal Financial Group Inc.

Funds holding261+5 on Q1 2026
Shares they held51.5Mworth $1.67 billion
Net sold on the quarter531,491 sharesabout $17.3 million at the funds' values
Funds buying to selling134 to 114opened or added, to cut or sold
Opened 30Added 104Held 39Trimmed 85Sold out 29
Opened: 30 fundsAdded: 104 fundsHeld: 39 fundsTrimmed: 85 fundsSold out: 29 funds

What each fund did in SMA against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q2 2025: 124 funds, 38.2 million shares124Q2 2025Q3 2025: 161 funds, 38.2 million shares161Q3 2025Q4 2025: 240 funds, 46.6 million shares240Q4 2025Q1 2026: 256 funds, 50.6 million shares256Q1 2026Q2 2026: 261 funds, 51.5 million shares261Q2 2026

Funds reporting a position in SMA in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 42 reported a position in SmartStop Self Storage REIT, Inc.: 4 opened one, 9 added, 11 trimmed and 0 sold out, a net 59,911 shares sold.

FundChange in sharesShares nowStatusFiling
Prime Capital Investment Advisors, LLC-61,76060,612trimmed13F
MBL Wealth, LLC+18,50018,500new13F
Independent Financial Group, LLC-12,013362,619trimmed13F
OpenArc Corporate Advisory, LLC+6,5256,525new13F
Blue Sky Capital Consultants Group, Inc.-6,37216,911trimmed13F
Beacon Capital Management, LLC-5,65810,742trimmed13F
TrueWealth Advisors, LLC-3,98115,956trimmed13F
Versant Capital Management, Inc+2,1582,599added13F
IFM Investors Pty Ltd+2,15811,190added13F
State of Alaska, Department of Revenue+1,94144,082added13F
Wealth Enhancement Advisory Services, LLC+1,6369,361added13F
Apollon Wealth Management, LLC-1,52822,945trimmed13F
Castleview Partners, LLC-1,5248,991trimmed13F
KBC Group NV+1,3442,966added13F
Capital Square, LLC-1,15611,216trimmed13F
CX Institutional-9506,122trimmed13F
Gamma Investing LLC+347557added13F
Assetmark, Inc.+2772,002added13F
Krilogy Financial LLC+12821,755added13F
Sterling Capital Management LLC-381,100trimmed13F
Farther Finance Advisors, LLC+3171added13F
Clark Wealth Partners+2424new13F
SJS Investment Consulting Inc.+77new13F
GF Fund Management Co. Ltd-5731trimmed13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 8 reported a position in SmartStop Self Storage REIT, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Norges Bank, 1.6 million shares worth $53.0 million, 0.0% of its reported book. New this quarter: Alyeska, Renaissance Technologies. In the quarter, 6 funds added or opened a position and 1 trimmed or sold out; together they bought a net 707,110 shares, about $23.0 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Norges Bank1,630,366$53.0 million0.0%held30 June 202613F
Geode Capital Management1,574,206$51.2 million0.0%+138,338added30 June 202613F
Alyeska956,577$31.1 million0.1%+956,577new30 June 202613F
Citadel Advisors155,868$5.1 million0.0%+129,042added30 June 202613F
Renaissance Technologies49,600$1.6 million0.0%+49,600new30 June 202613F
Millennium Management23,600$767,0000.0%-568,004trimmed30 June 202613F
Two Sigma Investments11,657$378,8530.0%+757added30 June 202613F
FMR LLC5,114$166,2160.0%+800added30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
BlackRock, Inc.5,416,27410.52%$176.0 million0.00%+273,96413F
Price T Rowe Associates Inc.5,270,72110.24%$171.3 million0.02%-698,82213F
Principal Financial Group Inc.3,205,7856.23%$104.2 million0.05%+609,65213F
Vanguard Portfolio Management LLC2,899,6655.63%$94.2 million0.00%+112,01313F
Goldman Sachs Group Inc.2,744,7495.33%$89.2 million0.01%-682,97813F
Vanguard Capital Management LLC2,367,0534.60%$76.9 million0.00%+187,81513F
State Street Corp.2,244,4024.36%$73.2 million0.00%+81,11413F
Norges Bank1,630,3663.17%$53.0 million0.01%13F
Geode Capital Management, LLC1,574,2063.06%$51.2 million0.00%+138,33813F
Centersquare Investment Management LLC1,415,8602.75%$46.0 million0.39%new13F
T. Rowe Price Investment Management, Inc.1,079,9542.10%$35.1 million0.02%+278,04413F
Prudential Financial Inc.1,034,5962.01%$33.6 million0.04%-1,318,44013F
Duff & Phelps Investment Management Co.967,0281.88%$31.4 million0.30%+135,27313F
Alyeska Investment Group, L.P.956,5771.86%$31.1 million0.08%new13F
Massachusetts Financial Services Co.932,7591.81%$30.3 million0.01%-48,68313F
Charles Schwab Investment Management Inc.896,8991.74%$29.1 million0.00%+50,26013F
Irenic Capital Management LP876,6081.70%$28.5 million2.05%new13F
Nuveen, LLC851,2531.65%$27.7 million0.01%-293,43713F
Silvercrest Asset Management Group LLC675,7741.31%$22.0 million0.14%-56,97013F
Northern Trust Corp.579,9221.13%$18.8 million0.00%+39,58013F
Goldentree Asset Management LP501,7680.97%$16.3 million0.95%-827,80713F
Long Pond Capital, LP444,8390.86%$14.5 million1.52%-168,61913F
Zimmer Partners, LP437,5000.85%$14.2 million0.34%-162,50013F
LPL Financial LLC389,7800.76%$12.7 million0.00%+99,44413F
Schroder Investment Management Group375,7640.73%$12.3 million0.01%+19,59013F
Independent Financial Group, LLC374,6320.73%$12.2 million0.23%+4,99113F
Vanguard Fiduciary Trust Co.369,8990.72%$12.0 million0.00%+17,29013F
Aberdeen Group plc348,7250.68%$11.3 million0.02%-392,82213F
Cetera Investment Advisers303,5770.59%$9.9 million0.01%-12,60313F
UBS Group AG264,5810.51%$8.6 million0.00%-6,93513F
JPMorgan Chase & Co.259,4270.50%$8.5 million0.00%+40,23113F
Bank of New York Mellon Corp250,4690.49%$8.1 million0.00%+19,35413F
Susquehanna International Group, LLP247,8770.48%$8.1 million0.01%+226,35913F
Bank of America Corp.241,1550.47%$7.8 million0.00%+18,56913F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC236,8220.46%$7.7 million0.00%+21,95913F
Cambridge Investment Research Advisors, Inc.236,1500.46%$7.7 million0.01%+102,73313F
Picton Mahoney Asset Management232,3470.45%$7.6 million0.07%-11,62513F
Cohen & Steers, Inc.231,2410.45%$7.5 million0.01%new13F
Ameriprise Financial Inc.228,8540.44%$7.4 million0.00%+69,14113F
Chilton Capital Management LLC217,2440.42%$7.1 million0.22%-6,91713F
Clearbridge Investments, LLC211,7120.41%$6.9 million0.01%+11813F
1832 Asset Management L.P.204,6580.40%$6.7 million0.01%+16,95813F
Choreo, LLC200,7280.39%$6.5 million0.07%+21,98913F
Morgan Stanley196,8460.38%$6.4 million0.00%-147,10913F
Legal & General Group Plc195,9630.38%$6.4 million0.00%+65913F
Lighthouse Investment Partners, LLC191,1730.37%$6.2 million0.19%+81,67313F
BNP Paribas Asset Management Holding S.A.191,0070.37%$6.2 million0.01%-223,36713F
DigitalBridge Group, Inc.182,2000.35%$5.9 million0.36%new13F
Argosy-Lionbridge Management, LLC176,7870.34%$5.7 million3.61%new13F
Sei Investments Co.172,4470.33%$5.6 million0.01%-15,70013F
The 50 largest of the 261 funds that reported a position in SMA in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
5 October 202613G/ABlackRock, Inc. and 1 other5.8 million10.4%30 September 2026passive, institutional (13d-1(b))EDGAR
14 August 202613G/AT. Rowe Price Associates, Inc. and 1 other5.3 million9.5%30 June 2026passive, institutional (13d-1(b))EDGAR
5 August 202613GPrincipal Global Investors and 3 others3.1 million5.7%30 June 2026passive, institutional (13d-1(b))EDGAR
31 July 202613GVanguard Capital Management and 1 other2.8 million5.1%30 June 2026passive, institutional (13d-1(b))EDGAR
8 May 202613G/APrudential Financial Inc and 1 other2.4 million4.3%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Portfolio Management and 1 other2.8 million5.1%31 March 2026passive, institutional (13d-1(b))EDGAR
24 April 202613G/ABlackRock, Inc. and 1 other5.1 million9.3%31 March 2026passive, institutional (13d-1(b))EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
13 February 202613G/APrudential Financial Inc and 1 other3.0 million9.5%31 December 2025passive, institutional (13d-1(b))EDGAR
6 February 202613G/AT. Rowe Price Associates, Inc. and 1 other5.9 million10.7%31 January 2026passive, institutional (13d-1(b))EDGAR
30 January 202613G/ADeutsche Bank Ag\ and 5 others1.8 million3.3%31 December 2025passive, institutional (13d-1(b))EDGAR
30 January 202613G/AThe Vanguard Group and 1 other3.6 million6.5%31 December 2025passive, institutional (13d-1(b))EDGAR
21 January 202613G/ABlackRock, Inc. and 1 other3.2 million5.8%31 December 2025passive, institutional (13d-1(b))EDGAR
8 January 202613G/AT. Rowe Price Associates, Inc. and 1 other5.9 million19.0%31 December 2025passive, institutional (13d-1(b))EDGAR
5 December 202513GPrudential Financial Inc and 1 other2.8 million5.1%30 November 2025passive, institutional (13d-1(b))EDGAR
5 December 202513G/AT. Rowe Price Associates, Inc. and 1 other5.1 million9.2%30 November 2025passive, institutional (13d-1(b))EDGAR
14 November 202513G/AT. Rowe Price Associates, Inc. and 1 other5.2 million16.8%30 September 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
30 September 202612,969$32.35SEC
28 September 20269,739$31.73SEC
23 September 20264,717$32.44SEC
15 September 20269,014$32.21SEC
14 September 20264,261$32.12SEC
11 September 20268,282$32.05SEC
10 September 20261,353$31.93SEC
9 September 202614,203$32.60SEC
4 September 20262,462$33.10SEC
27 August 20264$33.96SEC
25 August 202617$33.86SEC
20 August 2026125$34.46SEC
19 August 202610,084$34.13SEC
18 August 2026466$34.10SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 14,203 on 9 September 2026. A fail is an operational fact about settlement, not a position.