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SMA SMARTSTOP SELF STORAG REIT I

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COMMON STOCK (common), issuer CIK 1585389

237 managers (240 13F filers) reported a position in SMA shares at 2025-12-31, 46,403,363 shares in all. 94 filers opened a position and 18 filers sold out during the quarter.

Managers
237
13F filers
240
New
94
Added
79
Reduced
51
Sold out
18
Shares held by filers
46,403,363

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Allworth Financial LP1,484$45.9K<0.01%+1,46213F-HRTimeline
Arax Advisory Partners1,439$44.5K<0.01%+64013F-HRTimeline
United Financial Planning Group LLC1,337$41.4K0.03%new13F-HRTimeline
Canton Hathaway, LLC1,250$38.7K0.01%new13F-HRTimeline
Imprint Wealth LLC1,250$38.7K0.18%new13F-HRTimeline
CoreCap Advisors, LLC1,209$37.4K<0.01%new13F-HRTimeline
MAI Capital Management1,178$36.4K<0.01%new13F-HRTimeline
Avalon Trust Co1,100$34K<0.01%+4313F-HRTimeline
Strategic Advocates LLC1,049$32.9K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,017$31.5K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,014$31.4K<0.01%new13F-HRTimelineGroup
Anchor Investment Management, LLC1,000$30.9K<0.01%new13F-HRTimeline
AMALGAMATED BANK981$30K<0.01%+1413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…886$27.4K<0.01%new13F-HR/ATimelineGroup
Beacon Capital Management, Inc.832$25.7K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV819$25.3K<0.01%new13F-HRTimeline
Prosperity Bancshares Inc629$19.5K0.02%13F-HRTimeline
Quarry LP596$18.4K<0.01%+18513F-HRTimeline
GF FUND MANAGEMENT CO. LTD.514$15.9K<0.01%-1013F-HRTimeline
Versant Capital Management, Inc405$12.5K<0.01%+35513F-HRTimeline
Frazier Financial Advisors, LLC404$12.5K0.01%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd400$12.4K0.01%new13F-HRTimeline
Global Retirement Partners, LLC372$11.5K<0.01%+31313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…346$10.8K<0.01%new13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC214$7.49K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC185$5.72K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.179$5.54K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA124$3.84K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.100$3.09K<0.01%new13F-HRTimeline
GAMMA Investing LLC91$2.82K<0.01%+8413F-HRTimeline
WPG Advisers, LLC30$928<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/29$896<0.01%-17613F-HRTimelineGroup
Essential Partners LLC17$526<0.01%-5813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13$402<0.01%-10413F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC7$217<0.01%-313F-HRTimeline
True Wealth Design, LLC7$217<0.01%-113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5$155<0.01%-12013F-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