DaveManuel.com · Institutional Ownership · Who Owns It
SMARTSTOP SELF STORAG REIT I (SMA)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
262
Reporting holders
$1.7B
Reported value
93.0%
Of shares outstanding
0.1%
Calls
0.0%
Puts
+6
Holder change
Institutions report 51,481,706 shares against 55,368,903 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $176.0M | 5,416,274 | 0.00% | 5q | +5.3%+$8.9M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $171.3M | 5,270,721 | 0.02% | 5q | -11.7%-$22.7M |
| PRINCIPAL FINANCIAL GROUP INC | $104.2M | 3,205,785 | 0.05% | 4q | +23.5%+$19.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $94.2M | 2,899,665 | 0.00% | 2q | +4.0%+$3.6M |
| GOLDMAN SACHS GROUP INC | $89.2M | 2,744,749 | 0.01% | 5q | -19.9%-$22.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $76.9M | 2,367,053 | 0.00% | 2q | +8.6%+$6.1M |
| STATE STREET CORP | $73.2M | 2,244,402 | 0.00% | 5q | +3.7%+$2.6M |
| NORGES BANK | $53.0M | 1,630,366 | 0.01% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $51.2M | 1,574,206 | 0.00% | 5q | +9.6%+$4.5M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $46.0M | 1,415,860 | 0.39% | new | NEW |
| T. Rowe Price Investment Management, Inc. | $35.1M | 1,079,954 | 0.02% | 5q | +34.7%+$9.0M |
| PRUDENTIAL FINANCIAL INC | $33.6M | 1,034,596 | 0.04% | 5q | -56.0%-$42.8M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $31.4M | 967,028 | 0.30% | 5q | +16.3%+$4.4M |
| Alyeska Investment Group, L.P. | $31.1M | 956,577 | 0.08% | new | NEW |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $30.3M | 932,759 | 0.01% | 5q | -5.0%-$1.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $29.1M | 896,899 | 0.00% | 5q | +5.9%+$1.6M |
| Irenic Capital Management LP | $28.5M | 876,608 | 1.37% | new | NEW |
| Nuveen, LLC | $27.7M | 851,253 | 0.01% | 5q | -25.6%-$9.5M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $22.0M | 675,774 | 0.14% | 4q | -7.8%-$1.9M |
| NORTHERN TRUST CORP | $18.8M | 579,922 | 0.00% | 5q | +7.3%+$1.3M |
| GOLDENTREE ASSET MANAGEMENT LP | $16.3M | 501,768 | 0.95% | 5q | -62.3%-$26.9M |
| Long Pond Capital, LP | $14.5M | 444,839 | 1.39% | 2q | -27.5%-$5.5M |
| Zimmer Partners, LP | $14.2M | 437,500 | 0.33% | 5q | -27.1%-$5.3M |
| LPL Financial LLC | $12.7M | 389,780 | 0.00% | 5q | +34.3%+$3.2M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $12.3M | 375,764 | 0.01% | 4q | +5.5%+$641.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | $12.2M | 374,632 | 0.23% | 5q | +1.4%+$162.2K |
| VANGUARD FIDUCIARY TRUST CO | $12.0M | 369,899 | 0.00% | 2q | +4.9%+$561.9K |
| Aberdeen Group plc | $11.3M | 348,725 | 0.02% | 5q | -53.0%-$12.8M |
| Cetera Investment Advisers | $9.9M | 303,577 | 0.01% | 5q | -4.0%-$409.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.2M incl. $1.1M options CALL | 247,877 | 0.00% | 2q | +1052.0%+$8.4M |
| UBS Group AG | $8.6M | 264,581 | 0.00% | 5q | -2.6%-$225.4K |
| JPMORGAN CHASE & CO | $8.5M | 259,427 | 0.00% | 5q | +18.4%+$1.3M |
| Bank of New York Mellon Corp | $8.1M | 250,469 | 0.00% | 5q | +8.4%+$629.0K |
| BANK OF AMERICA CORP /DE/ | $7.8M | 241,155 | 0.00% | 5q | +8.3%+$603.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7.7M | 236,822 | 0.00% | 4q | +10.2%+$713.7K |
| Cambridge Investment Research Advisors, Inc. | $7.7M | 236,150 | 0.01% | 5q | +77.0%+$3.3M |
| PICTON MAHONEY ASSET MANAGEMENT | $7.6M | 232,347 | 0.06% | 5q | -4.8%-$377.8K |
| COHEN & STEERS, INC. | $7.5M | 231,241 | 0.01% | new | NEW |
| AMERIPRISE FINANCIAL INC | $7.4M | 228,854 | 0.00% | 2q | +43.3%+$2.2M |
| CHILTON CAPITAL MANAGEMENT LLC | $7.1M | 217,244 | 0.22% | 5q | -3.1%-$225.6K |
| Clearbridge Investments, LLC | $6.9M | 211,712 | 0.01% | 5q | HELD |
| 1832 Asset Management L.P. | $6.7M | 204,658 | 0.00% | 4q | +9.0%+$551.1K |
| CHOREO, LLC | $6.5M | 200,728 | 0.07% | 3q | +12.3%+$714.6K |
| MORGAN STANLEY | $6.4M | 196,846 | 0.00% | 5q | -42.8%-$4.8M |
| Legal & General Group Plc | $6.4M | 195,963 | 0.00% | 5q | HELD |
| Lighthouse Investment Partners, LLC | $6.2M | 191,173 | 0.17% | 5q | +74.6%+$2.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $6.2M | 191,007 | 0.01% | 3q | -53.9%-$7.3M |
| DigitalBridge Group, Inc. | $5.9M | 182,200 | 0.35% | new | NEW |
| Argosy-Lionbridge Management, LLC | $5.7M | 176,787 | 3.61% | new | NEW |
| SEI INVESTMENTS CO | $5.6M | 172,447 | 0.00% | 5q | -8.3%-$510.3K |
| Quantinno Capital Management LP | $5.1M | 158,096 | 0.01% | 4q | +68.3%+$2.1M |
| CITADEL ADVISORS LLC | $5.1M | 155,868 | 0.00% | 2q | +481.0%+$4.2M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $4.7M | 145,029 | 0.15% | 5q | -8.2%-$421.4K |
| RAYMOND JAMES FINANCIAL INC | $4.4M | 135,326 | 0.00% | 5q | +62.0%+$1.7M |
| Prime Capital Investment Advisors, LLC | $4.0M | 122,372 | 0.04% | 3q | -16.2%-$770.0K |
| CENTAURUS FINANCIAL, INC. | $4.0M | 121,645 | 0.15% | 4q | -20.0%-$986.9K |
| Russell Investments Group, Ltd. | $3.9M | 119,731 | 0.00% | 5q | +18.4%+$605.6K |
| Merit Financial Group, LLC | $3.8M | 116,966 | 0.02% | 3q | -4.9%-$197.6K |
| STIFEL FINANCIAL CORP | $3.7M | 114,567 | 0.00% | 5q | +105.2%+$1.9M |
| Swiss National Bank | $3.6M | 111,000 | 0.00% | 4q | +1.4%+$48.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 110,997 | 0.00% | 3q | -14.8%-$628.1K |
| Invesco Ltd. | $3.6M | 110,364 | 0.00% | 5q | +45.6%+$1.1M |
| HSBC HOLDINGS PLC | $3.4M | 105,680 | 0.00% | 2q | +10.4%+$322.9K |
| ENVESTNET ASSET MANAGEMENT INC | $3.4M | 103,562 | 0.00% | 5q | -11.2%-$423.7K |
| Verition Fund Management LLC | $3.0M | 93,515 | 0.02% | 2q | -6.0%-$195.0K |
| NOMURA ASSET MANAGEMENT CO LTD | $2.9M | 89,200 | 0.01% | 4q | +3.5%+$97.5K |
| ROYAL BANK OF CANADA | $2.8M | 84,901 | 0.00% | 5q | +17.4%+$409.1K |
| RHUMBLINE ADVISERS | $2.6M | 81,066 | 0.00% | 5q | +14.2%+$328.2K |
| Asset Management One Co., Ltd. | $2.6M | 79,911 | 0.01% | 5q | +3.6%+$89.3K |
| XTX Topco Ltd | $2.6M | 79,196 | 0.03% | 3q | +122.1%+$1.4M |
| STRS OHIO | $2.6M | 79,100 | 0.01% | 5q | -24.1%-$815.8K |
| FRANKLIN RESOURCES INC | $2.5M | 78,220 | 0.00% | 5q | -15.4%-$461.1K |
| CITIGROUP INC | $2.5M | 76,466 | 0.00% | 5q | +16.5%+$351.1K |
| Kestra Advisory Services, LLC | $2.4M | 73,883 | 0.01% | 5q | -60.6%-$3.7M |
| WELLS FARGO & COMPANY/MN | $2.4M | 73,508 | 0.00% | 5q | +52.4%+$821.7K |
| DEUTSCHE BANK AG\ | $2.4M | 73,338 | 0.00% | 5q | +28.9%+$534.1K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $2.3M | 71,808 | 0.01% | 2q | +186.8%+$1.5M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.2M | 67,886 | 0.00% | 5q | -2.5%-$57.5K |
| OVERSEA-CHINESE BANKING Corp Ltd | $2.2M | 67,432 | 0.05% | 5q | -35.4%-$1.2M |
| Jain Global LLC | $2.1M | 65,572 | 0.01% | new | NEW |
| Paralel Advisors LLC | $2.1M | 65,000 | 0.08% | 2q | HELD |
| MARSHALL WACE, LLP | $2.1M | 64,570 | 0.00% | new | NEW |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $2.0M | 63,050 | 0.01% | 3q | -0.7%-$14.5K |
| ALLIANCEBERNSTEIN L.P. | $2.0M | 65,427 | 0.00% | 5q | HELD |
| Sequent Planning LLC | $2.0M | 60,657 | 0.42% | 4q | -6.1%-$127.2K |
| Sumitomo Mitsui Trust Group, Inc. | $1.9M | 59,857 | 0.00% | 4q | -2.3%-$46.7K |
| AQR CAPITAL MANAGEMENT LLC | $1.9M | 59,799 | 0.00% | 4q | +204.5%+$1.3M |
| Advisory Services Network, LLC | $1.9M | 57,637 | 0.02% | 3q | +18.4%+$291.6K |
| PFG Investments, LLC | $1.8M | 54,375 | 0.07% | 3q | -1.2%-$21.8K |
| Susquehanna Portfolio Strategies, LLC | $1.8M | 53,964 | 0.03% | 3q | +81.3%+$786.7K |
| Vanguard Investments Australia, Ltd. | $1.7M | 51,690 | 0.00% | 2q | HELD |
| WESBANCO BANK INC | $1.7M | 51,100 | 0.04% | 2q | +108.6%+$864.5K |
| MML INVESTORS SERVICES, LLC | $1.6M | 50,216 | 0.00% | 5q | +475.9%+$1.3M |
| BARCLAYS PLC | $1.6M | 49,917 | 0.00% | 5q | +227.9%+$1.1M |
| RENAISSANCE TECHNOLOGIES LLC | $1.6M | 49,600 | 0.00% | new | NEW |
| Mitsubishi UFJ Asset Management Co., Ltd. | $1.6M | 48,170 | 0.00% | 4q | +5.2%+$76.9K |
| Thrivent Financial for Lutherans | $1.5M | 47,163 | 0.00% | 3q | +10.8%+$149.5K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.5M | 46,269 | 0.00% | 2q | +27.4%+$323.0K |
| AE Wealth Management LLC | $1.4M | 44,108 | 0.01% | 3q | -4.6%-$68.5K |
| Premier Private Wealth Management LLC | $1.4M | 42,262 | 1.20% | 3q | -22.5%-$398.5K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-05 | 13G/A | BlackRock, Inc. | 10.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 57 | $43.6M | 1,351,244 | 9 | 13 | 17 | 0.0% |
| Q2 2026 | 262 | $1.7B | 51,481,706 | 35 | 95 | 84 | 0.1% |
| Q1 2026 | 256 | $1.5B | 50,637,683 | 51 | 92 | 72 | 0.0% |
| Q4 2025 | 241 | $1.4B | 46,588,024 | 96 | 78 | 49 | 0.0% |
| Q3 2025 | 161 | $1.4B | 38,167,009 | 56 | 54 | 35 | 0.0% |
| Q2 2025 | 124 | $1.4B | 38,249,366 | 124 | 0 | 0 | 0.0% |