SMA

SMARTSTOP SELF STORAGE REIT
USCUSIP 83192D402
Institutional Owners
89
+15 QoQ
13F Value Held
$414.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)51 adding · 35 trimming
Insider net (180d)+$0
Price history not yet available for SMA.

Top institutional holders

89 13F filers
#FundPosition valueSharesLast moveAs of
1VANGUARD PORTFOLIO MANAGEMENT LLC
$84.4M
2.79MNewQ1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$66.0M
2.18MNewQ1 2026
3STATE STREET CORP
$65.8M
2.16MAddedQ1 2026
4GOLDENTREE ASSET MANAGEMENT LP
$40.2M
1.33MAddedQ1 2026
5Zimmer Partners, LP
$18.2M
600.0KReducedQ1 2026
6Point72 Asset Management, L.P.
$15.4M
409.6KAddedQ3 2025
7SOROS FUND MANAGEMENT LLC
$11.9M
328.4KNewQ2 2025
8INDEPENDENT FINANCIAL GROUP, LLC
$11.2M
369.6KNewQ1 2026
9VANGUARD FIDUCIARY TRUST CO
$10.7M
352.6KNewQ1 2026
10Hudson Bay Capital Management LP
$7.6M
252.2KAddedQ1 2026
11PICTON MAHONEY ASSET MANAGEMENT
$7.4M
244.0KAddedQ1 2026
12CHILTON CAPITAL MANAGEMENT LLC
$6.8M
224.2KAddedQ1 2026
13Daiwa Securities Group Inc.
$6.0M
199.7KReducedQ1 2026
14Kestra Advisory Services, LLC
$5.7M
187.5KAddedQ1 2026
15CHOREO, LLC
$5.4M
178.7KAddedQ1 2026
16PEREGRINE CAPITAL MANAGEMENT LLC
$4.8M
158.0KAddedQ1 2026
17CENTAURUS FINANCIAL, INC.
$4.6M
152.0KReducedQ1 2026
18Prime Capital Investment Advisors, LLC
$4.4M
146.1KAddedQ1 2026
19Merit Financial Group, LLC
$3.7M
122.8KAddedQ1 2026
20Lighthouse Investment Partners, LLC
$3.3M
109.5KReducedQ1 2026
21OVERSEA-CHINESE BANKING Corp Ltd
$3.2M
104.3KReducedQ1 2026
22Verition Fund Management LLC
$3.0M
99.5KNewQ1 2026
23Man Group plc
$2.3M
75.7KReducedQ1 2026
24Paralel Advisors LLC
$2.0M
65.0KNewQ1 2026
25PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
$1.9M
63.5KReducedQ1 2026

Fund activity — latest quarter

Opened (NEW)
26
funds
Added
25
funds
Reduced
20
funds
Exited
15
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

81 funds+76 since Q2 2025
04181Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $291M

Funds that own SMA also own

CompanyCo-held byCombined value
Microsoft CorpMSFT81 funds$143.2B
Nvidia CorpNVDA80 funds$214.6B
Amazon.com IncAMZN78 funds$102.7B
Alphabet Inc. Class CGOOG78 funds$67.6B
Lilly Eli & CoLLY78 funds$39.5B
Visa Inc-Class A SharesV77 funds$30.8B
Micron Technology IncMU77 funds$23.7B
Costco Wholesale CorpCOST77 funds$23.7B
Mastercard Inc Class AMA77 funds$23.0B
Netflix IncNFLX77 funds$21.1B
Ge Vernova IncGEV77 funds$12.4B
Pepsico IncPEP77 funds$12.2B

Ranked by how many of SMA's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SMA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.