Skip to content
Disclosery

SMA SMARTSTOP SELF STORAG REIT I

Follow

COMMON STOCK (common), issuer CIK 1585389

247 managers (256 13F filers) reported a position in SMA shares at 2026-03-31, 50,631,412 shares in all. 51 filers opened a position and 39 filers sold out during the quarter.

Managers
247
13F filers
256
New
51
Added
96
Reduced
75
Sold out
39
Shares held by filers
50,631,412

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Bogart Wealth, LLC1,600$48.4K<0.01%013F-HRTimeline
United Financial Planning Group LLC1,337$40.5K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,249$38.1K<0.01%-62613F-HRTimeline
Canton Hathaway, LLC1,250$37.9K0.01%013F-HRTimeline
Imprint Wealth LLC1,250$37.9K0.17%013F-HRTimeline
CoreCap Advisors, LLC1,209$36.6K<0.01%013F-HRTimeline
IFP Advisors, Inc1,207$36.5K<0.01%-2,54613F-HRTimeline
Allworth Financial LP1,108$33.6K<0.01%-37613F-HRTimeline
Avalon Trust Co1,100$33.3K<0.01%013F-HRTimeline
Anchor Investment Management, LLC1,000$30.3K<0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co974$29.6K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.907$27.5K<0.01%new13F-HRTimeline
Arax Advisory Partners875$26.5K<0.01%-56413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV829$25.1K<0.01%+1013F-HRTimeline
Prosperity Bancshares Inc629$19K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…623$18.9K<0.01%-26313F-HRTimelineGroup
SWAN Capital LLC501$15.2K0.01%new13F-HRTimeline
GF FUND MANAGEMENT CO. LTD.476$14.4K<0.01%-3813F-HRTimeline
Kemnay Advisory Services Inc.458$13.9K<0.01%new13F-HRTimeline
MAI Capital Management449$13.6K<0.01%-72913F-HRTimeline
Frazier Financial Advisors, LLC404$12.2K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…346$10.5K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC337$10.2K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…305$9.28K<0.01%-1,87513F-HRTimeline
TD Capital Management LLC275$8.33K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…240$7.27K<0.01%+23513F-HR/ATimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC214$6.48K<0.01%013F-HRTimeline
Versant Capital Management, Inc200$6.06K<0.01%-20513F-HRTimeline
Napier Financial, LLC194$5.87K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.179$5.42K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA178$5.39K<0.01%+5413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…165$5K<0.01%+15213F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/150$4.54K<0.01%+12113F-HRTimelineGroup
Sunbelt Securities, Inc.101$3.06K<0.01%+113F-HRTimeline
GAMMA Investing LLC101$3.06K<0.01%+1013F-HRTimeline
Root Financial Partners, LLC67$2.03K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC61$1.85K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC39$1.18K<0.01%new13F-HR/ATimeline
WPG Advisers, LLC30$908<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC28$848<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC27$818<0.01%+2013F-HRTimeline
Larson Financial Group LLC25$757<0.01%new13F-HRTimeline
Caitong International Asset Management …18$545<0.01%new13F-HRTimeline
Essential Partners LLC2$61<0.01%-1513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1$30<0.01%new13F-HRTimeline
Hughes Financial Services, LLC1$30<0.01%new13F-HRTimeline
Covestor Ltd4$00%new13F-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