SMA · Company research
SmartStop Self Storage REIT, Inc. (SMA): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
45records availableReal Estate
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| TD PRIVATE CLIENT WEALTH LLC | 1551017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 910 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1360949 | 44239382 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12200 | 397864 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81066 | 2634640 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GF FUND MANAGEMENT CO. LTD. | 2057060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 736 | 23920 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Crossingbridge Advisors, LLC | 1770024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25000 | 812500 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7072 | 230 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Private Capital Management, LLC | 1588456 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31000 | 1007500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 616 | 20101 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20600 | 669500 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 134033 | 4356073 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90072 | 2927340 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137842 | 4479866 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13086 | 425295 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WESBANCO BANK INC | 877134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51100 | 1660750 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34698 | 1127685 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2206295 | 67886 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| PEREGRINE CAPITAL MANAGEMENT LLC | 764529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 145029 | 4713443 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Napier Financial, LLC | 2086579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 194 | 6305 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Canton Hathaway, LLC | 1755785 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1250 | 40625 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2667 | 86670 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Brookfield Corp /ON/ | 1001085 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2693 | 87523 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79100 | 2570750 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Sumitomo Mitsui Trust Group, Inc. | 1475365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59857 | 1945353 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5135 | 171714 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Clearbridge Investments, LLC | 1348883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 211712 | 6880651 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12829 | 416943 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1138 | 36985 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16882 | 548665 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| WHITTIER TRUST CO OF NEVADA INC | 1263548 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61 | 1985 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 804 | 26130 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AUGUSTINE ASSET MANAGEMENT INC | 778963 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6512 | 211640 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| PRIVATE TRUST CO NA | 1277557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 158 | 5135 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Cambridge Investment Research Advisors, Inc. | 1419186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118075 | 3837 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63050 | 2049125 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2010186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1249 | 40757 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36155 | 1175038 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14 | 0 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| COHEN & STEERS, INC. | 1284812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 231241 | 7515 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1725296 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1344990 | 43712175 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26490 | 861 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| United Financial Planning Group LLC | 2088337 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1337 | 43453 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Gross & Hartman Investments LLC | 1966094 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6729 | 218693 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2654 | 80376 | — | — | — | Jun 3, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85894 | 2600870 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.
