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Who owns SMAWhat SMA owns — n/a

Who owns Smartstop Self Storage REIT Inc?

Institutional ownership of SMA from SEC Form 13F filings across 198 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

198

13F holders

$1.17B

value, 2026 filers

75.7%

of shares outstanding (41.9M sh)

27

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SMA's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BlackRock, Inc.5.4M$176.0M0.0%9.8%+5.3%
2PRICE T ROWE ASSOCIATES INC /MD/5.3M$171,2990.0%9.5%-11.7%
3PRINCIPAL FINANCIAL GROUP INC3.2M$104.2M0.1%5.8%+23.5%
4VANGUARD PORTFOLIO MANAGEMENT LLC2.9M$94.2M0.0%5.2%+4.0%
5GOLDMAN SACHS GROUP INC2.7M$89.2M0.0%5%-19.9%
6VANGUARD CAPITAL MANAGEMENT LLC2.4M$76.9M0.0%4.3%-45.7%
7NORGES BANKNEW1.6M$53.0M0.0%2.9%new
8GEODE CAPITAL MANAGEMENT, LLC1.6M$51.2M0.0%2.8%+9.6%
9PRUDENTIAL FINANCIAL INC1.0M$33.6M0.0%1.9%-56.0%
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/932,759$30.3M0.0%1.7%-5.0%
11Sixth Street Partners Management Company, L.P.NEW896,899$29.1M5.0%1.6%new
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC896,899$29.1M0.0%1.6%+5.9%
13Nuveen, LLC851,253$27.7M0.0%1.5%-25.6%
14SILVERCREST ASSET MANAGEMENT GROUP LLC675,774$22.0M0.1%1.2%-7.8%
15NORTHERN TRUST CORP579,922$18.8M0.0%1%+7.3%
16Zimmer Partners, LP437,500$14.2M0.3%0.8%-27.1%
17LPL Financial LLC389,780$12.7M0.0%0.7%+34.3%
18INDEPENDENT FINANCIAL GROUP, LLC374,632$12.2M0.2%0.7%-48.2%
19VANGUARD FIDUCIARY TRUST CO369,899$12.0M0.0%0.7%+4.9%
20Aberdeen Group plc348,725$11.3M0.0%0.6%-53.0%
21Cetera Investment Advisers303,577$9.9M0.0%0.5%-4.0%
22UBS Group AG264,581$8.6M0.0%0.5%-2.6%
23JPMORGAN CHASE & CO259,427$8.5M0.0%0.5%+18.4%
24Bank of New York Mellon Corp250,469$8.1M0.0%0.5%+8.4%
25SUSQUEHANNA INTERNATIONAL GROUP, LLP247,877$8.1M0.0%0.4%+1052.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.