SMA — SMARTSTOP SELF STORAG REIT I
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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 |
New Positions (Q2 2026)
- Norges Bank Investment Management 1.63M sh · $52.99M
- JPMorgan Chase & Co 259.43K sh · $8.53M
- Marshall Wace 64.57K sh · $2.10M
- Renaissance Technologies 49.60K sh · $1.61M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 246.01K sh · $7.45M
- Maverick Capital sold 22.58K sh · $683.81K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details