Smartstop Self Storage REIT (SMA)

CUSIP: 83192D402 | NYSE | Real Estate · REIT - Industrial | Mid Cap | 372 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/A BlackRock, Inc.	5,754,574	10.4%	New 5%+ stake	Sep 30, 2026	5,416,274 sh (Jun 30, 2026)
13GPrincipal Real Estate Investors LLC with Principal Global Investors

Institutional Holders — Q3 2026

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Principal Financial Group Inc3,265,154

0.1% of portfolio$105.1M

Geode Capital Management, LLC1,577,893

0.0% of portfolio$50.8M

Duff & Phelps Investment Management Co943,696

0.3% of portfolio$30.4M

Independent Financial Group, LLC362,619

0.2% of portfolio$11.7M

LPL Financial LLC321,429

0.0% of portfolio$10.4M

Bank of New York Mellon Corp252,650

0.0% of portfolio$8.1M

Russell Investments Group, Ltd.237,187

0.0% of portfolio$7.6M

Chilton Capital Management LLC220,560

0.2% of portfolio$7.1M

Choreo, LLC200,238

0.1% of portfolio$6.4M

Deutsche Bank Ag\186,113

0.0% of portfolio$6.0M

Merit Financial Group, LLC118,101

0.0% of portfolio$3.8M

Cambridge Investment Research Advisors, Inc.112,595

0.0% of portfolio$3.6K

Commonwealth Equity Services, LLC96,864

0.0% of portfolio$3.1M

Kestra Advisory Services, LLC82,901

0.0% of portfolio$2.7M

Commonwealth of Pennsylvania Public School Empls Retrmt SYS76,258

0.0% of portfolio$2.5M

Asset Management One Co., Ltd.75,620

0.0% of portfolio$2.4M

Barclays PLC69,425

0.0% of portfolio$2.2M

Prime Capital Investment Advisors, LLC60,612

0.0% of portfolio$2.0M

Sumitomo Mitsui Trust Group, Inc.54,334

0.0% of portfolio$1.7M

Citigroup Inc52,940

0.0% of portfolio$1.7M

Thrivent Financial for Lutherans52,398

0.0% of portfolio$1.7K

Mitsubishi UFJ Asset Management Co., Ltd.51,115

0.0% of portfolio$1.6M

State of Alaska, Department of Revenue44,082

0.0% of portfolio$1.4K

Vanderbilt University34,304

0.1% of portfolio$1.1M

State of New Jersey Common Pension Fund D34,056

0.0% of portfolio$1.1M

Daiwa Securities Group Inc.24,955

0.0% of portfolio$803.6K

Amundi24,574

0.0% of portfolio$791.3K

Apollon Wealth Management, LLC22,945

0.0% of portfolio$738.8K

Seven Hills Financial, LLC22,457

0.4% of portfolio$723.1K

Krilogy Financial LLC21,755

0.0% of portfolio$714.2K

CenterBook Partners LP18,566

0.0% of portfolio$597.8K

MBL Wealth, LLC18,500

0.0% of portfolio$595.7K

Blue Sky Capital Consultants Group, Inc.16,911

0.2% of portfolio$544.5K

Freedom Day Solutions, LLC16,406

0.1% of portfolio$528.3K

Creative Planning15,971

0.0% of portfolio$514.3K

TrueWealth Advisors, LLC15,956

0.1% of portfolio$513.8K

Jackson Creek Investment Advisors LLC15,952

0.0% of portfolio$514

Arizona State Retirement System15,597

0.0% of portfolio$502.2K

Strs Ohio15,500

0.0% of portfolio$499.1K

J.W. Cole Advisors, Inc.15,422

0.0% of portfolio$496.6K

DekaBank Deutsche Girozentrale13,438

0.0% of portfolio$435

Sumitomo Mitsui DS Asset Management Company, Ltd12,997

0.0% of portfolio$418.5K

Key Capital Management, Inc11,290

0.1% of portfolio$397.6K

Capital Square, LLC11,216

0.2% of portfolio$361.2K

IFM Investors Pty Ltd11,190

0.0% of portfolio$360.3K

Beacon Capital Management, LLC10,742

0.0% of portfolio$345.9K

Signature Equity Partners, LLC10,574

0.1% of portfolio$340.5K

Achmea Investment Management B.V.10,210

0.0% of portfolio$329.0K

Wealth Enhancement Advisory Services, LLC9,361

0.0% of portfolio$306.2K

Pictet Asset Management Holding SA9,160

0.0% of portfolio$295.0K

Castleview Partners, LLC8,991

0.1% of portfolio$289.5K

US Bancorp \de\8,562

0.0% of portfolio$275.7K

Keybank National Association7,796

0.0% of portfolio$251.0K

Savant Capital, LLC7,653

0.0% of portfolio$246.4K

Etesian Wealth Advisors, Inc.7,291

0.1% of portfolio$234.8K

Balboa Wealth Partners7,128

0.0% of portfolio$229.5K

ProShare Advisors LLC7,091

0.0% of portfolio$228.3K

BridgePort Financial Solutions, LLC6,726

0.1% of portfolio$216.6K

UniSuper Management Pty Ltd6,600

0.0% of portfolio$212.5K

OpenArc Corporate Advisory, LLC6,525

0.0% of portfolio$210.1K

Augustine Asset Management Inc6,512

0.0% of portfolio$209.7K

Brookstone Capital Management6,411

0.0% of portfolio$206.4K

Rockland Trust Co6,391

0.0% of portfolio$205.8K

CX Institutional6,122

0.0% of portfolio$197

Triumph Capital Management4,530

0.0% of portfolio$145.9K

Rossby Financial, LCC3,996

0.0% of portfolio$128.7K

KBC Group NV2,966

0.0% of portfolio$96

Allworth Financial LP2,886

0.0% of portfolio$93.8K

Raleigh Capital Management Inc.2,614

0.0% of portfolio$84.2K

Versant Capital Management, Inc2,599

0.0% of portfolio$83.7K

Assetmark, Inc2,002

0.0% of portfolio$64.5K

Bayforest Capital Ltd2,002

0.1% of portfolio$64.5K

Nfsg Corp1,995

0.0% of portfolio$64.2K

Clearstead Advisors, LLC1,832

0.0% of portfolio$59.0K

United Financial Planning Group LLC1,337

0.0% of portfolio$43.1K

Canton Hathaway, LLC1,250

0.0% of portfolio$40.3K

CoreCap Advisors, LLC1,209

0.0% of portfolio$38.9K

Compass Financial Management LLC1,120

0.0% of portfolio$36.1K

Sterling Capital Management LLC1,100

0.0% of portfolio$35.4K

Cornerstone National Bank & Trust Co974

0.0% of portfolio$31.4K

Creative Financial Designs Inc850

0.0% of portfolio$27.4K

GF Fund Management Co. Ltd.731

0.0% of portfolio$23.5K

Nisa Investment Advisors, LLC616

0.0% of portfolio$19.9K

Gamma Investing LLC557

0.0% of portfolio$17.9K

Heritage Family Offices, LLP527

0.0% of portfolio$17.0K

Exchange Traded Concepts, LLC352

0.0% of portfolio$11.3K

PNC Financial Services Group, Inc.351

0.0% of portfolio$11.3K

Tounjian Advisory Partners, LLC340

0.0% of portfolio$10.9K

GK Wealth Management LLC340

0.0% of portfolio$10.9K

EverSource Wealth Advisors, LLC246

0.0% of portfolio$7.9K

Parkside Financial Bank & Trust240

0.0% of portfolio$7.7K

Private Trust Co NA158

0.0% of portfolio$5.1K

DiNuzzo Private Wealth, Inc.143

0.0% of portfolio$4.6K

Root Financial Partners, LLC88

0.0% of portfolio$2.8K

Mirae Asset Global Investments Co., Ltd.87

0.0% of portfolio$2.8K

Farther Finance Advisors, LLC71

0.0% of portfolio$2.3K

Pinnacle Wealth Planning Services, Inc.31

0.0% of portfolio$998

WPG Advisers, LLC30

0.0% of portfolio$966

Bare Financial Services, Inc28

0.0% of portfolio$902

Clark Wealth Partners24

0.0% of portfolio$773

Larson Financial Group LLC17

0.0% of portfolio$547

Covestor Ltd8

0.0% of portfolio$0

SJS Investment Consulting Inc.7

0.0% of portfolio$226

				Style	Turnover	Location	Filed
Principal Financial Group Inc	3,265,154	$105.1M	0.1%	Core	Low	Des Moines, IA	2026-11-02
Geode Capital Management, LLC	1,577,893	$50.8M	0.0%	Index	Very Low	Boston, MA	2026-11-06
Duff & Phelps Investment Management Co	943,696	$30.4M	0.3%	Yield	Low	Chicago, IL	2026-11-06
Independent Financial Group, LLC	362,619	$11.7M	0.2%	Growth	Low	San Diego, CA	2026-10-13
LPL Financial LLC	321,429	$10.4M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Bank of New York Mellon Corp	252,650	$8.1M	0.0%	Core	Low	New York, NY	2026-11-05
Russell Investments Group, Ltd.	237,187	$7.6M	0.0%	Core	Low	Seattle, WA	2026-11-06
Chilton Capital Management LLC	220,560	$7.1M	0.2%	Growth	Medium	Houston, TX	2026-10-28
Choreo, LLC	200,238	$6.4M	0.1%	Index	Low	Rockford, IL	2026-10-28
Deutsche Bank Ag\	186,113	$6.0M	0.0%	Core	Medium	Frankfurt Am Main, Hong Kong	2026-11-06
Merit Financial Group, LLC	118,101	$3.8M	0.0%	ETF	Low	Alpharetta, GA	2026-11-06
Cambridge Investment Research Advisors, Inc.	112,595	$3.6K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Commonwealth Equity Services, LLC	96,864	$3.1M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Kestra Advisory Services, LLC	82,901	$2.7M	0.0%	Core	Low	Austin, TX	2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	76,258	$2.5M	0.0%	Core	Low	Harrisburg, PA	2026-11-03
Asset Management One Co., Ltd.	75,620	$2.4M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-27
Barclays PLC	69,425	$2.2M	0.0%	Core	Medium	London, United Kingdom	2026-11-06
Prime Capital Investment Advisors, LLC	60,612	$2.0M	0.0%	ETF	Low	Overland Park, KS	2026-10-20
Sumitomo Mitsui Trust Group, Inc.	54,334	$1.7M	0.0%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
Citigroup Inc	52,940	$1.7M	0.0%	Core	Medium	New York, NY	2026-11-04
Thrivent Financial for Lutherans	52,398	$1.7K	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.	51,115	$1.6M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
State of Alaska, Department of Revenue	44,082	$1.4K	0.0%	Core	Very Low	Juneau, AK	2026-10-15
Vanderbilt University	34,304	$1.1M	0.1%	ETF	Medium	Nashville, TN	2026-11-02
State of New Jersey Common Pension Fund D	34,056	$1.1M	0.0%	Core	Low	Trenton, NJ	2026-11-05
Daiwa Securities Group Inc.	24,955	$803.6K	0.0%	Growth	Medium	Chiyoda-Ku,Tokyo, Mexico	2026-10-29
Amundi	24,574	$791.3K	0.0%	Core	Medium	Paris, India	2026-11-06
Apollon Wealth Management, LLC	22,945	$738.8K	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Seven Hills Financial, LLC	22,457	$723.1K	0.4%	ETF	N/A	Tallahassee, FL	2026-10-13
Krilogy Financial LLC	21,755	$714.2K	0.0%	Growth	Low	St. Louis, MO	2026-10-13
CenterBook Partners LP	18,566	$597.8K	0.0%	Value	Very High	Greenwich, CT	2026-11-02
MBL Wealth, LLC	18,500	$595.7K	0.0%	ETF	Low	Charlotte, NC	2026-10-22
Blue Sky Capital Consultants Group, Inc.	16,911	$544.5K	0.2%	Growth	Medium	Poway, CA	2026-10-13
Freedom Day Solutions, LLC	16,406	$528.3K	0.1%	Core	Low	Houston, TX	2026-10-20
Creative Planning	15,971	$514.3K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
TrueWealth Advisors, LLC	15,956	$513.8K	0.1%	ETF	Medium	Birmingham, AL	2026-10-09
Jackson Creek Investment Advisors LLC	15,952	$514	0.0%	Value	Very High	Castle Rock, CO	2026-11-04
Arizona State Retirement System	15,597	$502.2K	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Strs Ohio	15,500	$499.1K	0.0%	Core	Medium	Columbus, OH	2026-10-30
J.W. Cole Advisors, Inc.	15,422	$496.6K	0.0%	Index	Low	Tampa, FL	2026-11-05
DekaBank Deutsche Girozentrale	13,438	$435	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
Sumitomo Mitsui DS Asset Management Company, Ltd	12,997	$418.5K	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-20
Key Capital Management, Inc	11,290	$397.6K	0.1%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Capital Square, LLC	11,216	$361.2K	0.2%	Yield	Medium	Athens, TN	2026-10-19
IFM Investors Pty Ltd	11,190	$360.3K	0.0%	Index	Very Low	Melbourne, China	2026-10-14
Beacon Capital Management, LLC	10,742	$345.9K	0.0%	ETF	Medium	Franklin, TN	2026-10-23
Signature Equity Partners, LLC	10,574	$340.5K	0.1%	Growth	Medium	Columbus, OH	2026-10-29
Achmea Investment Management B.V.	10,210	$329.0K	0.0%	Core	Medium	Zeist, Philippines	2026-10-30
Wealth Enhancement Advisory Services, LLC	9,361	$306.2K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Pictet Asset Management Holding SA	9,160	$295.0K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Castleview Partners, LLC	8,991	$289.5K	0.1%	Core	Medium	Dallas, TX	2026-10-09
US Bancorp \de\	8,562	$275.7K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Keybank National Association	7,796	$251.0K	0.0%	Core	Low	Brooklyn, OH	2026-11-04
Savant Capital, LLC	7,653	$246.4K	0.0%	Index	Very Low	Rockford, IL	2026-11-06
Etesian Wealth Advisors, Inc.	7,291	$234.8K	0.1%	ETF	Low	West Linn, OR	2026-10-27
Balboa Wealth Partners	7,128	$229.5K	0.0%	Agg Growth	Medium	Scottsdale, AZ	2026-10-20
ProShare Advisors LLC	7,091	$228.3K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
BridgePort Financial Solutions, LLC	6,726	$216.6K	0.1%	ETF	Low	Fairfield, IA	2026-11-02
UniSuper Management Pty Ltd	6,600	$212.5K	0.0%	Growth	Low	Melbourne, Victoria, China	2026-10-26
OpenArc Corporate Advisory, LLC	6,525	$210.1K	0.0%	Growth	Low	Atlanta, GA	2026-10-21
Augustine Asset Management Inc	6,512	$209.7K	0.0%	Growth	Very Low	Jacksonville, FL	2026-10-13
Brookstone Capital Management	6,411	$206.4K	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Rockland Trust Co	6,391	$205.8K	0.0%	Core	Low	Hanover, MA	2026-10-05
CX Institutional	6,122	$197	0.0%	Core	Medium	Auburn, IN	2026-10-02
Triumph Capital Management	4,530	$145.9K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Rossby Financial, LCC	3,996	$128.7K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
KBC Group NV	2,966	$96	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Allworth Financial LP	2,886	$93.8K	0.0%	Index	Low	Folsom, CA	2026-11-06
Raleigh Capital Management Inc.	2,614	$84.2K	0.0%	Core	Medium	Cary, NC	2026-10-28
Versant Capital Management, Inc	2,599	$83.7K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Assetmark, Inc	2,002	$64.5K	0.0%	ETF	Low	Concord, CA	2026-10-21
Bayforest Capital Ltd	2,002	$64.5K	0.1%	Deep Value	Very High	London, United Kingdom	2026-11-03
Nfsg Corp	1,995	$64.2K	0.0%	Agg Growth	Medium	Boca Raton, FL	2026-10-15
Clearstead Advisors, LLC	1,832	$59.0K	0.0%	ETF	Low	Cleveland, OH	2026-11-06
United Financial Planning Group LLC	1,337	$43.1K	0.0%	ETF	High	Hauppauge, NY	2026-11-04
Canton Hathaway, LLC	1,250	$40.3K	0.0%	Value	Low	Providence, RI	2026-10-23
CoreCap Advisors, LLC	1,209	$38.9K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Compass Financial Management LLC	1,120	$36.1K	0.0%	Core	N/A	Tampa, FL	2026-10-30
Sterling Capital Management LLC	1,100	$35.4K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Cornerstone National Bank & Trust Co	974	$31.4K	0.0%	ETF	Medium	Palatine, IL	2026-10-20
Creative Financial Designs Inc	850	$27.4K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
GF Fund Management Co. Ltd.	731	$23.5K	0.0%	Agg Growth	Medium	Guangzhou, France	2026-10-26
Nisa Investment Advisors, LLC	616	$19.9K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Gamma Investing LLC	557	$17.9K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Heritage Family Offices, LLP	527	$17.0K	0.0%	Growth	High	Scottsdale, AZ	2026-11-02
Exchange Traded Concepts, LLC	352	$11.3K	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
PNC Financial Services Group, Inc.	351	$11.3K	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
Tounjian Advisory Partners, LLC	340	$10.9K	0.0%	Growth	High	Fort Myers, FL	2026-11-04
GK Wealth Management LLC	340	$10.9K	0.0%	GARP	Very High	Reno, NV	2026-10-09
EverSource Wealth Advisors, LLC	246	$7.9K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Parkside Financial Bank & Trust	240	$7.7K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Private Trust Co NA	158	$5.1K	0.0%	Core	Low	Cleveland, OH	2026-10-20
DiNuzzo Private Wealth, Inc.	143	$4.6K	0.0%	ETF	Low	Beaver, PA	2026-10-16
Root Financial Partners, LLC	88	$2.8K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Mirae Asset Global Investments Co., Ltd.	87	$2.8K	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
Farther Finance Advisors, LLC	71	$2.3K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Pinnacle Wealth Planning Services, Inc.	31	$998	0.0%	GARP	Low	Mansfield, OH	2026-10-27
WPG Advisers, LLC	30	$966	0.0%	Core	Low	Baltimore, MD	2026-10-27
Bare Financial Services, Inc	28	$902	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Clark Wealth Partners	24	$773	0.0%	ETF	Very Low	O'Fallon, IL	2026-10-19
Larson Financial Group LLC	17	$547	0.0%	Growth	Low	St Louis, MO	2026-11-05
Covestor Ltd	8	$0	0.0%	Value	High	London, United Kingdom	2026-10-30
SJS Investment Consulting Inc.	7	$226	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26