SMA Institutional Ownership & Shareholders
SMARTSTOP SELF STORAGE REIT (SMA) is currently held by 253 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.67B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of SMA tracked by InsiderSet, reporting ownership valued at approximately $176.03M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $177.17M, representing an estimated gain of +0.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed SMA value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Price T Rowe Associates Inc, Principal Financial Group Inc, and several other long-term asset managers with concentrated positions in SMARTSTOP SELF STORAGE REIT (SMA).
This page ranks the largest institutional SMA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
253
Total Reported Value
$1.67B
Largest Holder
Blackrock, Inc.
Largest Position
$176.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 5,416,274 | $176,028,908 | $177,166,323 | +$1,137,415 | +0.65% | |
| Price T Rowe Associates Inc | 0.02% | 5,270,721 | $171,299,000 | $172,405,284 | +$1,106,284 | +0.65% | |
| Principal Financial Group Inc | 0.05% | 3,205,785 | $104,188,868 | $104,861,227 | +$672,359 | +0.65% | |
| Vanguard Portfolio Management Llc | 0.00% | 2,899,665 | $94,239,113 | $94,848,042 | +$608,929 | +0.65% | |
| Goldman Sachs Group Inc | 0.01% | 2,744,749 | $89,204,347 | $89,780,740 | +$576,393 | +0.65% | |
| Vanguard Capital Management Llc | 0.00% | 2,367,053 | $76,929,223 | $77,426,304 | +$497,081 | +0.65% | |
| State Street Corp | 0.00% | 2,244,402 | $73,231,894 | $73,414,389 | +$182,495 | +0.25% | |
| Norges Bank | 0.01% | 1,630,366 | $52,986,895 | $53,329,272 | +$342,377 | +0.65% | |
| Geode Capital Management, Llc | 0.00% | 1,574,206 | $51,170,234 | $51,492,278 | +$322,044 | +0.63% | |
| Centersquare Investment Management Llc | 0.39% | 1,415,860 | $46,015,450 | $46,312,781 | +$297,331 | +0.65% | |
| T. Rowe Price Investment Management, Inc. | 0.02% | 1,079,954 | $35,099,000 | $35,325,295 | +$226,295 | +0.64% | |
| Prudential Financial Inc | 0.04% | 1,034,596 | $33,624,370 | $33,841,635 | +$217,265 | +0.65% | |
| Duff & Phelps Investment Management Co | 0.30% | 967,028 | $31,428,411 | $31,631,486 | +$203,075 | +0.65% | |
| Alyeska Investment Group, L.P. | 0.08% | 956,577 | $31,088,753 | $31,289,634 | +$200,881 | +0.65% | |
| Massachusetts Financial Services Co | 0.01% | 932,759 | $30,314,668 | $30,510,547 | +$195,879 | +0.65% | |
| Charles Schwab Investment Management Inc | 0.00% | 896,899 | $29,149,218 | $29,337,566 | +$188,348 | +0.65% | |
| Irenic Capital Management Lp | 2.05% | 876,608 | $28,489,760 | $28,673,848 | +$184,088 | +0.65% | |
| Nuveen, Llc | 0.01% | 851,253 | $27,665,723 | $27,844,486 | +$178,763 | +0.65% | |
| Silvercrest Asset Management Group Llc | 0.14% | 675,774 | $21,962,699 | $22,104,568 | +$141,869 | +0.65% | |
| Northern Trust Corp | 0.00% | 579,922 | $18,847,466 | $18,969,249 | +$121,783 | +0.65% | |
| Goldentree Asset Management Lp | 0.95% | 501,768 | $16,279,825 | $16,412,831 | +$133,006 | +0.82% | |
| Long Pond Capital, Lp | 1.52% | 444,839 | $14,457,268 | $14,550,684 | +$93,416 | +0.65% | |
| Zimmer Partners, Lp | 0.34% | 437,500 | $14,218,750 | $14,310,625 | +$91,875 | +0.65% | |
| Lpl Financial Llc | 0.00% | 389,780 | $12,667,850 | $12,749,704 | +$81,854 | +0.65% | |
| Schroder Investment Management Group | 0.01% | 375,764 | $12,305,705 | $12,291,240 | -$14,465 | -0.12% | |
| Independent Financial Group, Llc | 0.23% | 374,632 | $12,175,547 | $12,254,213 | +$78,666 | +0.65% | |
| Vanguard Fiduciary Trust Co | 0.00% | 369,899 | $12,021,718 | $12,099,396 | +$77,678 | +0.65% | |
| Aberdeen Group Plc | 0.02% | 348,725 | $11,333,563 | $11,406,795 | +$73,232 | +0.65% | |
| Cetera Investment Advisers | 0.01% | 303,577 | $9,866,259 | $9,930,004 | +$63,745 | +0.65% | |
| Ubs Group Ag | 0.00% | 264,581 | $8,598,884 | $8,654,445 | +$55,561 | +0.65% | |
| Jpmorgan Chase & Co | 0.00% | 259,427 | $8,529,961 | $8,485,857 | -$44,104 | -0.52% | |
| Bank Of New York Mellon Corp | 0.00% | 250,469 | $8,140,266 | $8,192,841 | +$52,575 | +0.65% | |
| Susquehanna International Group, Llp | 0.01% | 247,877 | $8,056,003 | $8,108,057 | +$52,054 | +0.65% | |
| Bank Of America Corp | 0.00% | 241,155 | $7,837,538 | $7,888,180 | +$50,642 | +0.65% | |
| Picton Mahoney Asset Management | 0.07% | 232,347 | $7,551,280 | $7,600,070 | +$48,790 | +0.65% | |
| Cohen & Steers, Inc. | 0.01% | 231,241 | $7,515,000 | $7,563,893 | +$48,893 | +0.65% | |
| Janus Henderson Group Plc | 0.00% | 246,012 | $7,449,107 | $8,047,053 | +$597,946 | +8.03% | |
| Ameriprise Financial Inc | 0.00% | 228,854 | $7,437,756 | $7,485,814 | +$48,058 | +0.65% | |
| Chilton Capital Management Llc | 0.22% | 217,244 | $7,084,309 | $7,106,051 | +$21,742 | +0.31% | |
| Clearbridge Investments, Llc | 0.01% | 211,712 | $6,880,651 | $6,925,100 | +$44,449 | +0.65% | |
| 1832 Asset Management L.P. | 0.01% | 204,658 | $6,651,385 | $6,694,363 | +$42,978 | +0.65% | |
| Choreo, Llc | 0.07% | 200,728 | $6,523,660 | $6,565,813 | +$42,153 | +0.65% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 214,863 | $6,506,052 | $7,028,169 | +$522,117 | +8.03% | |
| Morgan Stanley | 0.00% | 196,846 | $6,397,527 | $6,438,833 | +$41,306 | +0.65% | |
| Legal & General Group Plc | 0.00% | 195,963 | $6,368,800 | $6,409,950 | +$41,150 | +0.65% | |
| Lighthouse Investment Partners, Llc | 0.19% | 191,173 | $6,213,123 | $6,253,269 | +$40,146 | +0.65% | |
| Bnp Paribas Asset Management Holding S.A. | 0.01% | 191,007 | $6,207,728 | $6,247,839 | +$40,111 | +0.65% | |
| Digitalbridge Group, Inc. | 0.36% | 182,200 | $5,921,500 | $5,959,762 | +$38,262 | +0.65% | |
| Argosy-Lionbridge Management, Llc | 3.61% | 176,787 | $5,745,578 | $5,782,703 | +$37,125 | +0.65% | |
| Sei Investments Co | 0.00% | 172,447 | $5,604,723 | $5,640,741 | +$36,018 | +0.64% |
Frequently asked questions about SMA
Who are the largest institutional holders of SMA?
The largest institutional holders of SMA reported in the latest SEC Form 13F filings include Blackrock, Inc., Price T Rowe Associates Inc, Principal Financial Group Inc, Vanguard Portfolio Management Llc, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported SMA position.
What is SMA institutional ownership?
This page tracks SMA positions reported by institutional investment managers through SEC Form 13F. SMARTSTOP SELF STORAGE REIT (SMA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SMA?
InsiderSet currently tracks 253 institutional managers reporting SMA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SMA shareholders.
How much SMA stock do institutions own?
Institutional investment managers disclosed approximately $1.67B in SMA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SMA institutional ownership last updated?
The latest SMA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SMA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SMA position after the reporting date.
Are institutions buying or selling SMA?
Institutional buying and selling can be analyzed by comparing SMA positions across consecutive 13F reporting periods. InsiderSet's SMA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMA ownership changes.
How has SMA institutional ownership changed over time?
InsiderSet tracks SMA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.