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Disclosery

SMA SMARTSTOP SELF STORAG REIT I

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COMMON STOCK (common), issuer CIK 1585389

250 managers (260 13F filers) reported a position in SMA shares at 2026-06-30, 51,360,923 shares in all. 35 filers opened a position and 29 filers sold out during the quarter.

Managers
250
13F filers
260
New
35
Added
103
Reduced
87
Sold out
29
Shares held by filers
51,360,923

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCgroup of 6 filers holding5,756,523$187M+327,227Timeline
BlackRock, Inc.in group BlackRock, Inc.5,416,274$176M<0.01%+273,96413F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/5,270,721$171M0.02%-698,82213F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC3,205,785$104M0.05%+609,65213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,744,749$89.2M0.01%-682,97813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,244,402$73.2M<0.01%+81,11413F-HRTimelineGroup
NORGES BANK1,630,366$53M0.01%new13F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,574,206$51.2M<0.01%+138,33813F-HRTimelineGroup
CENTERSQUARE INVESTMENT MANAGEMENT LLC1,415,860$46M0.39%new13F-HRTimeline
T. Rowe Price Investment Management, In…1,079,954$35.1M0.02%+278,04413F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC1,034,596$33.6M0.04%-1,318,44013F-HRTimelineGroup
DUFF & PHELPS INVESTMENT MANAGEMENT CO967,028$31.4M0.3%+135,27313F-HR/ATimeline
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.956,577$31.1M0.08%new13F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…932,759$30.3M0.01%-48,68313F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co896,899$29.1M<0.01%+50,26013F-HRTimelineGroup
Irenic Capital Management LP876,608$28.5M2.05%new13F-HRTimeline
Nuveen, LLCin group TIAA851,253$27.7M0.01%-293,43713F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC675,774$22M0.14%-56,97013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP579,922$18.8M<0.01%+39,58013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding501,403$16.3M+15,024Timeline
GOLDENTREE ASSET MANAGEMENT LPin group GOLDENTREE ASSET MANAGEMENT LP501,768$16.3M0.95%-827,80713F-HRTimelineGroup
Long Pond Capital, LP444,839$14.5M1.52%-168,61913F-HRTimeline
Zimmer Partners, LP437,500$14.2M0.34%-162,50013F-HRTimeline
LPL Financial LLC389,780$12.7M<0.01%+99,44413F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP375,764$12.3M0.01%+19,59013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC374,632$12.2M0.23%+4,99113F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc348,725$11.3M0.02%-392,82213F-HRTimelineGroup
Cetera Investment Advisers303,577$9.87M0.01%-12,60313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding301,841$9.81M+250,566Timeline
Franklin Resourcesgroup of 2 filers holding289,932$9.42M-14,071Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO259,427$8.53M<0.01%+40,23113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp250,469$8.14M<0.01%+19,35413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/241,155$7.84M<0.01%+18,56913F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT232,347$7.55M0.07%-11,62513F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.231,241$7.51M0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC228,854$7.44M<0.01%+69,14113F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC217,244$7.08M0.22%-6,91713F-HRTimeline
1832 Asset Management L.P.204,658$6.65M0.01%+16,95813F-HRTimeline
CHOREO, LLC200,728$6.52M0.07%+21,98913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY196,846$6.4M<0.01%-147,10913F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc195,963$6.37M<0.01%+65913F-HRTimelineGroup
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…191,173$6.21M0.19%+81,67313F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …191,007$6.21M0.01%-223,36713F-HRTimelineGroup
DigitalBridge Group, Inc.in group DigitalBridge Group, Inc.182,200$5.92M0.36%new13F-HRTimelineGroup
Argosy-Lionbridge Management, LLC176,787$5.75M3.61%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO172,447$5.6M<0.01%-15,70013F-HRTimelineGroup
Quantinno Capital Management LP158,096$5.14M0.01%+64,16613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC155,868$5.07M<0.01%+129,04213F-HRTimelineGroup
PEREGRINE CAPITAL MANAGEMENT LLC145,029$4.71M0.15%-12,96513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC135,326$4.4M<0.01%+51,81113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC122,372$3.98M0.04%-23,69113F-HRTimeline
CENTAURUS FINANCIAL, INC.121,645$3.95M0.15%-30,37013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…119,731$3.89M<0.01%+18,63313F-HRTimelineGroup
Cambridge Investment Research Advisors,…118,075$3.84M0.01%-15,34213F-HR/ATimeline
Merit Financial Group, LLC116,966$3.8M0.02%-6,08013F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP114,567$3.72M<0.01%+58,73813F-HRTimelineGroup
Swiss National Bank111,000$3.61M<0.01%+1,50013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC110,997$3.61M<0.01%-19,32713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.110,364$3.59M<0.01%+34,58213F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC105,680$3.43M<0.01%+9,93413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC103,562$3.37M<0.01%-13,03813F-HRTimelineGroup
Verition Fund Management LLC93,515$3.04M0.02%-6,00013F-HR/ATimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD89,200$2.9M0.01%+3,00013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA84,901$2.76M<0.01%+12,58313F-HRTimelineGroup
RHUMBLINE ADVISERS81,066$2.63M<0.01%+10,09913F-HRTimeline
Asset Management One Co., Ltd.79,911$2.6M0.01%+2,74913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd79,196$2.57M0.03%+43,54113F-HRTimelineGroup
STRS OHIO79,100$2.57M0.01%-25,10013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC76,466$2.49M<0.01%+10,80213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC73,883$2.4M0.01%-113,62813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN73,508$2.39M<0.01%+25,28313F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\73,338$2.38M<0.01%+16,43313F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…71,808$2.33M0.01%+46,77013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…67,886$2.21M<0.01%-1,76813F-HR/ATimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …67,432$2.19M0.05%-36,88013F-HRTimelineGroup
Jain Global LLC65,572$2.13M0.03%new13F-HRTimeline
Paralel Advisors LLC65,000$2.11M0.08%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP64,570$2.1M<0.01%new13F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…63,050$2.05M0.01%-44713F-HRTimeline
ALLIANCEBERNSTEIN L.P.65,427$1.98M<0.01%-32013F-HRTimeline
Sequent Planning LLC60,657$1.97M0.42%-3,91413F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …59,857$1.95M<0.01%-1,43813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC59,799$1.94M<0.01%+40,16213F-HRTimelineGroup
Advisory Services Network, LLC57,637$1.87M0.02%+8,97213F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding55,976$1.82M+10,172Timeline
PFG Investments, LLC54,375$1.77M0.07%-67213F-HRTimeline
WESBANCO BANK INC51,100$1.66M0.04%+26,60013F-HRTimeline
MML INVESTORS SERVICES, LLC50,216$1.63M<0.01%+41,49713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC49,917$1.62M<0.01%+34,69213F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC49,600$1.61M<0.01%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…47,163$1.53M<0.01%+4,59813F-HRTimelineGroup
AE Wealth Management LLC44,108$1.43M0.01%-2,10913F-HRTimeline
Premier Private Wealth Management LLC42,262$1.37M1.2%-12,26313F-HRTimeline
State of Alaska, Department of Revenue42,141$1.37M0.01%013F-HRTimeline
SCOTIA CAPITAL INC.39,993$1.3M<0.01%+19613F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC38,583$1.25M0.09%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS38,412$1.25M<0.01%+49013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…37,665$1.22M<0.01%-10,48713F-HRTimeline
Vanderbilt University35,592$1.16M0.16%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…34,698$1.13M0.01%+2,63613F-HRTimelineGroup
SG Americas Securities, LLC33,167$1.08M<0.01%+18,60913F-HRTimeline
Private Capital Management, LLC31,000$1.01M0.09%+4,50013F-HRTimeline
Engineers Gate Manager LP29,430$956K0.01%+5,68013F-HRTimeline
Arkadios Wealth Advisors29,149$947K0.01%-2,43413F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…27,788$903K0.06%new13F-HRTimelineGroup
Jupiter Topco LLCin group Janus Henderson27,312$888K<0.01%13F-HRTimelineGroup
Pacer Advisors, Inc.26,490$861K<0.01%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding26,238$853K-992Timeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC25,967$844K<0.01%+88713F-HRTimelineGroup
Crossingbridge Advisors, LLC25,000$812K0.14%-5,00013F-HRTimeline
AlphaCentric Advisors LLC25,000$812K0.69%-5,00013F-HRTimeline
Amundiin group Amundi24,872$808K<0.01%+1,28613F-HRTimelineGroup
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…24,524$806K<0.01%013F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.24,568$798K<0.01%-175,18013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC24,473$795K0.01%+2,33113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,443$794K<0.01%-6,27713F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC23,600$767K<0.01%-568,00413F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD23,417$761K<0.01%-10,90013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …23,352$759K<0.01%new13F-HRTimelineGroup
Blue Sky Capital Consultants Group, Inc.23,283$757K0.32%-29,22813F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …22,334$726K<0.01%-76513F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management22,112$719K<0.01%-2,87313F-HRTimelineGroup
Krilogy Financial LLC21,627$703K0.02%+44213F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND20,600$670K<0.01%+3,10013F-HRTimeline
TrueWealth Advisors, LLC19,937$648K0.15%-50013F-HRTimeline
Trivium Point Advisory, LLC18,968$616K0.06%+1,91613F-HRTimeline
&PARTNERS17,762$577K<0.01%-7013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC16,916$550K<0.01%new13F-HRTimelineGroup
Police & Firemen's Retirement System of…16,882$549K<0.01%+2,71213F-HRTimeline
Freedom Day Solutions, LLC16,406$533K0.12%new13F-HRTimeline
Beacon Capital Management, LLC16,400$533K0.08%-5,86613F-HRTimeline
Creative Planningin group Creative Planning15,911$517K<0.01%+5,36913F-HRTimelineGroup
Valued Wealth Advisors LLC15,889$516K0.19%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP15,701$510K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.15,422$501K0.01%-17,41713F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM15,275$496K<0.01%+7313F-HRTimeline
Clare Market Investments LLC14,744$479K0.09%+18513F-HRTimeline
Metis Global Partners, LLC14,442$469K0.01%-6513F-HRTimeline
Waverly Advisors, LLC13,387$435K<0.01%+12513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS13,086$425K<0.01%-58,79613F-HRTimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…12,997$422K<0.01%013F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP12,829$417K<0.01%-1,56513F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.12,547$409K0.01%+4713F-HRTimelineGroup
Capital Square, LLC12,372$408K0.18%+1,21313F-HRTimeline
KLP KAPITALFORVALTNING AS12,200$398K<0.01%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP11,657$379K<0.01%+75713F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC11,619$378K<0.01%+34413F-HRTimeline
Freestone Grove Partners LP11,521$374K<0.01%new13F-HRTimeline
Kovack Advisors, Inc.11,076$369K0.02%+10313F-HRTimeline
Vestcor Inc10,900$354K0.01%013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC10,676$347K<0.01%+3,60013F-HRTimelineGroup
Castleview Partners, LLC10,515$342K0.15%+92513F-HRTimeline
ADAPT WEALTH ADVISORS, LLC10,356$337K0.11%-1,03613F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …10,103$328K0.1%-2,44513F-HRTimelineGroup
INTEGRATED WEALTHCARE, LLC10,039$326K0.24%-45513F-HRTimeline
Wealth Management Strategies, Inc.9,807$319K0.12%013F-HRTimeline
Sequoia Financial Advisors, LLC9,728$316K<0.01%-5113F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD9,298$302K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,264$301K<0.01%new13F-HR/ATimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…9,147$297K<0.01%013F-HRTimelineGroup
BridgePort Financial Solutions, LLC9,140$297K0.08%-70313F-HRTimeline
Impact Partnership Wealth, LLC9,131$297K0.03%+1713F-HRTimeline
CAPITAL ADVISORS INC/OK9,076$295K<0.01%013F-HRTimeline
IFM Investors Pty Ltd9,032$294K<0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp8,932$290K<0.01%-22313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\8,486$276K<0.01%-52313F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN8,441$274K<0.01%-6213F-HRTimeline
Holocene Advisors, LP8,421$274K<0.01%new13F-HRTimeline
Cresset Asset Management, LLC8,294$271K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,106$263K<0.01%+1,12513F-HR/ATimelineGroup
Etesian Wealth Advisors, Inc.7,903$257K0.08%-4,74013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,725$255K<0.01%new13F-HRTimeline
BlueChip Wealth Advisors LLC7,666$249K0.09%-1,36513F-HRTimeline
Coppell Advisory Solutions LLC9,696$248K0.03%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,517$244K<0.01%+48613F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP7,500$244K<0.01%new13F-HRTimeline
ProShare Advisors LLC7,395$240K<0.01%-67213F-HRTimeline
Balboa Wealth Partners7,128$232K0.03%-1,11513F-HRTimeline
CX Institutional7,072$230K0.01%-1,08113F-HRTimeline
Gross & Hartman Investments LLC6,729$219K0.1%013F-HRTimeline
Safe Harbor Family Capital, LLC6,729$219K0.15%013F-HRTimeline
Federation des caisses Desjardins du Qu…6,631$216K<0.01%-6813F-HRTimeline
UniSuper Management Pty Ltd6,600$214K<0.01%-4,90013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC6,512$212K0.04%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,413$208K<0.01%new13F-HRTimelineGroup
ROCKLAND TRUST CO6,391$208K0.01%new13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC6,375$207K<0.01%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE6,306$205K<0.01%-49,53413F-HRTimelineGroup
Bayforest Capital Ltd5,710$186K0.17%-2,23213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,135$172K<0.01%+7613F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,126$167K<0.01%+57113F-HRTimelineGroup
FMR LLCin group FMR LLC5,114$166K<0.01%+80013F-HRTimelineGroup
Signature Equity Partners, LLC5,078$165K0.08%-11513F-HRTimeline
Triumph Capital Management4,530$147K0.03%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,414$143K0.01%-2,68013F-HRTimeline
Northwest & Ethical Investments L.P.4,102$135K<0.01%-6,74513F-HRTimeline
Rossby Financial, LCC4,091$133K0.02%+713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,886$93.8K<0.01%+59013F-HRTimelineGroup
FIL Ltdin group FIL Ltd2,720$88.4K<0.01%-16613F-HRTimelineGroup
Brookfield Corp /ON/in group Brookfield Corp /ON/2,693$87.5K<0.01%-131,88513F-HRTimelineGroup

Events

  • BlackRock, Inc. reported 5,754,574 SMA shares, 10.4% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-05. 0002012383-26-003327

    Accepted , ingested