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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
Raleigh Capital Management Inc.2,671$86.8K0.03%013F-HRTimeline
NewEdge Advisors, LLC2,667$86.7K<0.01%+1313F-HRTimeline
Continuum Advisory, LLC2,655$86.3K0.01%new13F-HRTimeline
Arax Advisory Partners2,579$83.8K<0.01%+1,70413F-HRTimeline
Integrated Wealth Concepts LLC2,537$82.5K<0.01%new13F-HRTimeline
NFSG Corp1,995$64.8K0.01%013F-HRTimeline
Clearstead Advisors, LLC1,823$59.3K<0.01%+4213F-HRTimeline
Allworth Financial LP1,788$58.1K<0.01%+68013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,725$56.1K<0.01%+2113F-HRTimelineGroup
KBC Group NVin group KBC Group NV1,622$53K<0.01%013F-HRTimelineGroup
United Financial Planning Group LLC1,337$43.5K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,249$40.8K<0.01%013F-HRTimeline
Canton Hathaway, LLC1,250$40.6K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,209$39.3K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC1,120$37.7K<0.01%13F-HRTimeline
Sterling Capital Management LLC1,138$37K<0.01%-70613F-HRTimeline
Avalon Trust Co1,100$35.8K<0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co974$32.4K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.907$29.5K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…874$28.4K<0.01%+25113F-HRTimelineGroup
Prosperity Bancshares Inc861$28K0.02%+23213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV840$27.3K<0.01%+1113F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC804$26.1K<0.01%+59013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.736$23.9K<0.01%+26013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC616$20.1K<0.01%-2,70713F-HRTimeline
SWAN Capital LLC501$16.3K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC491$16K<0.01%+15413F-HRTimeline
Versant Capital Management, Inc441$14.3K<0.01%+24113F-HRTimeline
Caitong International Asset Management …431$14K<0.01%+41313F-HRTimeline
Kemnay Advisory Services Inc.430$14K<0.01%-2813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…360$11.7K<0.01%+19513F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC336$10.9K<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC291$9.46K<0.01%new13F-HR/ATimeline
TD Capital Management LLC279$9.05K<0.01%+413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…258$8.39K<0.01%+1813F-HRTimelineGroup
GAMMA Investing LLC210$6.83K<0.01%+10913F-HRTimeline
Napier Financial, LLC194$6.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA158$5.13K<0.01%-2013F-HRTimeline
Global Retirement Partners, LLC143$4.65K<0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.143$4.65K<0.01%-3613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC61$1.99K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC40$1.3K<0.01%+1313F-HRTimeline
Farther Finance Advisors, LLC40$1.3K<0.01%-24,63713F-HRTimeline
JPL Wealth Management, LLC39$1.27K<0.01%013F-HRTimeline
WPG Advisers, LLC30$975<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC28$910<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18$599<0.01%-28713F-HRTimeline
Larson Financial Group LLC17$553<0.01%-813F-HRTimeline
Keating Financial Advisory Services, In…1$33<0.01%new13F-HRTimeline
Covestor Ltd14$00%+1013F-HRTimelineValue filed as zero, left out of ratios.

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