Smartstop Self Storage REIT Ownership | Who Owns Smartstop Self Storage REIT?
Smartstop Self Storage REIT Ownership Summary
Smartstop Self Storage REIT is owned by 22.94% institutional investors, and 77.06% retail investors. Vanguard group is the largest institutional shareholder, holding 6.45% of SMA shares.
SMA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Smartstop Self Storage REIT | 22.94% | - | 77.06% |
| Sector | Real Estate Stocks | 42.56% | 9.05% | 48.39% |
| Industry | Specialty REIT Stocks | 53.72% | 3.97% | 42.31% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 3.58M | 6.45% | $110.67M |
| Blackrock funding, inc. /de | 3.47M | 6.26% | $107.37M |
| Principal financial group | 2.07M | 3.73% | $63.96M |
| Deutsche bank ag\ | 1.82M | 3.28% | $56.33M |
| Duff & phelps investment management | 1.10M | 1.98% | $34.02M |
| Geode capital management | 1.01M | 1.82% | $31.15M |
| Abrdn | 966.94K | 1.74% | $29.92M |
| Goldman sachs group | 795.70K | 1.44% | $24.62M |
| Massachusetts financial services co /ma/ | 794.29K | 1.43% | $24.58M |
| Nuveen | 543.12K | 0.98% | $16.80M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Gsi capital advisors | 124.92K | 2.16% | $3.86M |
| Alphacentric advisors | 20.00K | 0.62% | $618.80K |
| Sequent planning | 65.05K | 0.51% | $2.01M |
| Blue sky capital consultants group | 34.38K | 0.46% | $1.06M |
| Duff & phelps investment management | 1.10M | 0.39% | $34.02M |
| Chilton capital management | 212.04K | 0.23% | $6.59M |
| Valued wealth advisors | 16.59K | 0.23% | $514.50K |
| Castleview partners | 14.45K | 0.22% | $447.05K |
| Etesian wealth advisors | 21.67K | 0.21% | $670.56K |
| Entrypoint capital | 16.97K | 0.20% | $525.11K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Principal financial group | 2.07M | 0.03% | 2.05M |
| Vanguard group | 3.58M | 0.00% | 1.97M |
| Nuveen | 543.12K | 0.00% | 335.11K |
| Geode capital management | 1.01M | 0.00% | 293.61K |
| Apg asset management us | 293.37K | 0.07% | 293.37K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Allspring global investments | 22.38K | 0.00% | -524.98K |
| Blackrock funding, inc. /de | 3.47M | 0.00% | -282.08K |
| Deutsche bank ag\ | 1.82M | 0.02% | -154.53K |
| Gsi capital advisors | 124.92K | 2.16% | -72.53K |
| Digitalbridge group | - | - | -68.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Apg asset management us | 293.37K | 0.07% | 293.37K | $9.08M |
| Prime capital investment advisors | 144.31K | 0.05% | 144.31K | $4.47M |
| Commonwealth equity services | 135.61K | 0.01% | 135.61K | $4.20M |
| Merit financial group | 114.99K | 0.03% | 114.99K | $3.56M |
| Choreo | 93.73K | 0.04% | 93.73K | $2.94M |
Sold Out
| Holder | Change |
|---|---|
| Principal securities | -10.00 |
| Fortitude family office | -14.00 |
| Massmutual trust co fsb/adv | -40.00 |
| Td private client wealth | -91.00 |
| Caitong asset management | -494.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 76 | -52.50% | 12,719,215 | -66.24% | 22 | 0.48% | 60 | -46.90% | 13 | -63.89% |
| Sep 30, 2025 | 156 | 27.87% | 37,667,137 | -0.77% | 69 | 4.48% | 110 | -9.84% | 36 | - |
| Jun 30, 2025 | 122 | - | 37,959,896 | - | 39 | - | 122 | - | - | - |
| Sep 30, 2014 | 144 | 11.63% | 34,783,766 | -0.76% | 58 | 1.69% | 87 | 50.00% | 38 | -17.39% |
| Jun 30, 2014 | 129 | 5.74% | 35,048,387 | -0.22% | 58 | 1.69% | 58 | - | 46 | 2.22% |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 2 | 1 |
| 2025 Q3 | - | - |
| 2025 Q2 | 6 | - |
| 2014 Q4 | - | - |
| 2014 Q2 | - | 1 |
SMA Ownership FAQ
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