SMARTSTOP SELF STORAGE REIT (SMA) Institutional Ownership Changes & 13F Activity
SMARTSTOP SELF STORAGE REIT (SMA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Alyeska Investment Group, L.P., Irenic Capital Management Lp, Goldentree Asset Management Lp, Price T Rowe Associates Inc, and Goldman Sachs Group Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -13,038 | -11.2% | 103,562 | $3.37M | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Buy | +81,114 | +3.7% | 2,244,402 | $73.23M | Q2 2026 | Sep 22, 2026 |
| Silicon Valley Capital Partners | Buy | +30 | +1.3% | 2,336 | $75.91K | Q2 2026 | Sep 21, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -765 | -3.3% | 22,334 | $725.86K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +129,042 | +481.0% | 155,868 | $5.07M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Sell | -49,534 | -88.7% | 6,306 | $204.94K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +1,125 | +16.1% | 8,106 | $263.45K | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -1,768 | -2.5% | 67,886 | $2.21M | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Buy | +9,264 | — | 9,264 | $301.09K | Q2 2026 | Aug 19, 2026 |
| Centaurus Financial, Inc. | Sell | -30,370 | -20.0% | 121,645 | $3.95M | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -447 | -0.7% | 63,050 | $2.05M | Q2 2026 | Aug 17, 2026 |
| Alyeska Investment Group, L.P. | Buy | +956,577 | — | 956,577 | $31.09M | Q2 2026 | Aug 14, 2026 |
| Irenic Capital Management Lp | Buy | +876,608 | — | 876,608 | $28.49M | Q2 2026 | Aug 14, 2026 |
| Goldentree Asset Management Lp | Sell | -827,807 | -62.3% | 501,768 | $16.28M | Q2 2026 | Aug 14, 2026 |
| Price T Rowe Associates Inc | Sell | -698,822 | -11.7% | 5,270,721 | $171.30M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -682,978 | -19.9% | 2,744,749 | $89.20M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -568,004 | -96.0% | 23,600 | $767.00K | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | Buy | +278,044 | +34.7% | 1,079,954 | $35.10M | Q2 2026 | Aug 14, 2026 |
| Cohen & Steers, Inc. | Buy | +231,241 | — | 231,241 | $7.51M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +228,854 | — | 228,854 | $7.44M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +226,359 | +1052.0% | 247,877 | $8.06M | Q2 2026 | Aug 14, 2026 |
| Digitalbridge Group, Inc. | Buy | +182,200 | — | 182,200 | $5.92M | Q2 2026 | Aug 14, 2026 |
| Argosy-Lionbridge Management, Llc | Buy | +176,787 | — | 176,787 | $5.75M | Q2 2026 | Aug 14, 2026 |
| Zimmer Partners, Lp | Sell | -162,500 | -27.1% | 437,500 | $14.22M | Q2 2026 | Aug 14, 2026 |
| Brookfield Corp | Sell | -131,885 | -98.0% | 2,693 | $87.52K | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +110,364 | — | 110,364 | $3.59M | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, Llc | Buy | +81,673 | +74.6% | 191,173 | $6.21M | Q2 2026 | Aug 14, 2026 |
| Jain Global Llc | Buy | +65,572 | — | 65,572 | $2.13M | Q2 2026 | Aug 14, 2026 |
| Silvercrest Asset Management Group Llc | Sell | -56,970 | -7.8% | 675,774 | $21.96M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +51,811 | +62.0% | 135,326 | $4.40M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about SMA activity
Which institutional owners are buying SMA?
Institutional owners buying SMA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SMA activity?
"Buy" means an investor increased their reported position in SMA compared to the prior reporting period. This reflects growing exposure to SMARTSTOP SELF STORAGE REIT (SMA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SMA increasing?
Institutional interest in SMA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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