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SMA — SMARTSTOP SELF STORAG REIT I

Reported value held$856.20M
Funds holding (latest)40
SectorReal Estate
Funds holding (Q2 2026)33
Institutional value$659.33M · 25.55M sh
New / Add / Cut / Exit4 / 17 / 11 / 2
Top-5 / Top-10 concentration71.8% / 90.1%
Institutional holdings change Reducing -1.3% (-343.88K sh)
Institutional value change Up +9.3%

As of Q2 2026, 33 SEC-registered investment managers reported holding SMA (SMARTSTOP SELF STORAG REIT I) in their latest 13F filings, with a combined reported value of $659.33M across 25.55M shares. That is -1.3% by share count (-343.88K shares) versus the previous quarter, while reported value moved +9.3%. Ownership is concentrated: the five largest holders account for 71.8% of reported value and the top ten for 90.1%.

Compared with the prior quarter, 4 opened new positions, 17 added to existing stakes, 11 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

SMA is classified in the Real Estate sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 5.42M $176.03M 0.00% Add
Vanguard Group history Q4 2025 3.58M $110.67M 0.00% Add
Principal Global Investors history Q2 2026 3.21M $104.19M 0.05% Add
Goldman Sachs Group history Q2 2026 2.74M $89.20M 0.01% Reduce
Norges Bank Investment Management history Q2 2026 1.63M $52.99M 0.01% New
Geode Capital Management history Q2 2026 1.57M $51.17M 0.00% Add
Wellington Management Group history Q4 2025 1.41M $43.76M 0.01% Add
Prudential Financial history Q2 2026 1.03M $33.62M 0.04% Reduce
MFS Investment Management history Q2 2026 932.76K $30.31M 0.01% Reduce
Charles Schwab Investment Management history Q2 2026 896.90K $29.15M 0.00% Add
Northern Trust Corp history Q2 2026 579.92K $18.85M 0.00% Add
Point72 Asset Management history Q3 2025 409.64K $15.42M 0.03% Add
Soros Fund Management history Q2 2025 328.43K $11.90M 0.17% New
UBS Group AG history Q2 2026 264.58K $8.60M 0.00% Reduce
JPMorgan Chase & Co history Q2 2026 259.43K $8.53M 0.00% New
BNY Mellon history Q2 2026 250.47K $8.14M 0.00% Add
Bank of America Corp history Q2 2026 241.16K $7.84M 0.00% Add
Janus Henderson Group history Q1 2026 246.01K $7.45M 0.00% Reduce
Baron Funds history Q3 2025 185.57K $6.98M 0.02% Reduce
Morgan Stanley history Q2 2026 196.85K $6.40M 0.00% Reduce

View all 40 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc 4.11M 3.75M 3.47M 5.14M 5.42M
Principal Global Investors — 19.76K 2.07M 2.60M 3.21M
Goldman Sachs Group 589.56K 616.96K 795.70K 3.43M 2.74M
Norges Bank Investment Management — — — — 1.63M
Geode Capital Management 667.76K 712.95K 1.01M 1.44M 1.57M
Prudential Financial 3.06M 3.18M 2.95M 2.35M 1.03M
MFS Investment Management 963.27K 822.70K 794.29K 981.44K 932.76K
Charles Schwab Investment Management 442.51K 454.88K 786.61K 846.64K 896.90K
Northern Trust Corp 230.15K 270.06K 313.37K 540.34K 579.92K
UBS Group AG 452.92K 259.79K 193.72K 271.52K 264.58K
JPMorgan Chase & Co 87.08K 289.26K 423.66K — 259.43K
BNY Mellon 73.54K 94.62K 172.95K 231.12K 250.47K
Bank of America Corp 148.47K 212.00K 145.11K 222.59K 241.16K
Morgan Stanley 43.79K 112.21K 135.04K 343.95K 196.85K
Legal & General Investment Management America 47.38K 29.98K 29.91K 195.30K 195.96K
Citadel Advisors 1.15M 22.03K — 26.83K 155.87K
Invesco Ltd 16.63K 20.98K 22.94K 75.78K 110.36K
Franklin Resources 55.06K 56.16K 95.96K 92.41K 78.22K
Citigroup Inc 9.50K 2.35K 49.81K 65.66K 76.47K
Wells Fargo & Co 20.28K 26.24K 66.60K 48.23K 73.51K

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