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Disclosery

SMA SMARTSTOP SELF STORAG REIT I

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COMMON STOCK (common), issuer CIK 1585389

157 managers (161 13F filers) reported a position in SMA shares at 2025-09-30, 37,877,747 shares in all. 55 filers opened a position and 20 filers sold out during the quarter.

Managers
157
13F filers
161
New
55
Added
57
Reduced
37
Sold out
20
Shares held by filers
37,877,747

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
PRICE T ROWE ASSOCIATES INC /MD/5,202,808$196M0.02%+559,05013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,752,303$141M<0.01%-361,53313F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,181,365$120M0.14%+124,94913F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,974,996$74.3M0.02%-92,63413F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,609,601$60.6M<0.01%+43,73313F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,196,065$45M0.01%+233,31313F-HRTimelineGroup
GOLDENTREE ASSET MANAGEMENT LPin group GOLDENTREE ASSET MANAGEMENT LP1,181,767$44.4M3.67%+232,46613F-HRTimelineGroup
DUFF & PHELPS INVESTMENT MANAGEMENT CO959,547$36.1M0.41%+3,10013F-HRTimeline
Schonfeld Strategic Advisors LLC956,893$36M0.25%+455,97813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC910,486$34.3M0.23%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…894,621$33.7M0.04%+32,33013F-HRTimelineGroup
Zimmer Partners, LP852,665$32.1M0.78%+14,05613F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…822,700$31M0.01%-140,57513F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc817,545$30.4M0.05%+354,52113F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC731,263$27.5M0.01%+59,18413F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC712,947$26.8M<0.01%+45,18713F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP658,593$24.9M<0.01%+211,54013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC616,960$23.2M<0.01%+27,39613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …547,365$21M0.03%+181,94113F-HRTimelineGroup
T. Rowe Price Investment Management, In…486,794$18.3M0.01%-32,30213F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co454,882$17.1M<0.01%+12,37513F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP430,475$16M0.01%new13F-HRTimeline
Gillson Capital LP413,127$15.6M1.35%+40,62513F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.409,642$15.4M0.03%+400,96713F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson362,296$13.6M0.01%+13,23313F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.345,631$13M0.04%+31,77313F-HRTimelineGroup
Ghisallo Capital Management LLC300,000$11.3M0.37%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC298,955$11.3M0.01%-70,42713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding290,887$10.9M-162,033Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO289,262$10.9M<0.01%+202,18713F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP270,056$10.2M<0.01%+39,91013F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding255,134$9.6M+5,698Timeline
Burkehill Global Management, LP250,000$9.41M0.53%013F-HRTimeline
CBRE INVESTMENT MANAGEMENT LISTED REAL …235,403$8.86M0.13%-223,68313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC212,960$8.02M0.19%-21,73413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/212,001$7.98M<0.01%+63,52713F-HR/ATimelineGroup
CHILTON CAPITAL MANAGEMENT LLC207,975$7.85M0.26%-6,39313F-HRTimeline
Nuveen, LLCin group TIAA208,010$7.83M<0.01%+3,08713F-HRTimelineGroup
AXA Investment Managers S.A.197,901$7.45M0.02%13F-HRTimeline
GSI Capital Advisors LLC197,452$7.43M4.2%+83,44813F-HRTimeline
BAMCO INC /NY/in group Baron Capital185,572$6.98M0.02%-175,80013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT182,141$6.86M0.09%+81,23413F-HRTimeline
1832 Asset Management L.P.181,260$6.82M0.01%new13F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC180,356$6.79M0.06%+142,15613F-HRTimelineGroup
Brookfield Corp /ON/in group Brookfield Corp /ON/174,194$6.56M0.01%-137,37913F-HRTimelineGroup
Polymer Capital Management (US) LLC171,140$6.44M0.86%013F-HRTimeline
Freestone Grove Partners LP168,673$6.35M0.05%+21,61613F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.160,000$6.02M0.02%+20013F-HRTimelineGroup
PEREGRINE CAPITAL MANAGEMENT LLC149,255$5.62M0.17%-44813F-HRTimeline
Cetera Investment Advisers147,192$5.54M0.01%+9,58513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO133,297$5.02M0.01%+13,88213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY112,209$4.22M<0.01%+68,41813F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC106,299$4M<0.01%+3,71813F-HRTimelineGroup
STRS OHIO100,900$3.8M0.01%-52,80013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp94,622$3.56M<0.01%+21,07813F-HRTimelineGroup
MAVERICK CAPITAL LTD93,596$3.52M0.05%-68,35413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC83,210$3.13M<0.01%+82,23613F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …78,115$2.94M0.08%-1,08113F-HRTimelineGroup
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…64,000$2.41M0.09%-109,50013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding61,467$2.31M-93,037Timeline
BARCLAYS PLCin group BARCLAYS PLC60,243$2.27M<0.01%-29,92713F-HR/ATimelineGroup
Swiss National Bank60,200$2.27M<0.01%new13F-HRTimeline
DigitalBridge Group, Inc.in group DigitalBridge Group, Inc.68,400$2.24M0.18%-129,35013F-HRTimelineGroup
Quantbot Technologies LP53,629$2.02M0.05%+43,21213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC52,479$1.98M<0.01%new13F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD45,020$1.69M<0.01%+45,02013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,764$1.69M<0.01%-1,71813F-HRTimelineGroup
RHUMBLINE ADVISERS43,720$1.65M<0.01%-78013F-HRTimeline
Asset Management One Co., Ltd.43,620$1.64M<0.01%+38,94713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC40,580$1.53M<0.01%+2,68013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …34,274$1.29M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,746$1.27M<0.01%new13F-HRTimelineGroup
OMERS ADMINISTRATION Corp30,000$1.13M0.01%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc29,977$1.13M<0.01%-17,40713F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…29,525$1.11M<0.01%+27,75913F-HRTimeline
ALLIANCEBERNSTEIN L.P.28,800$1.08M<0.01%013F-HRTimeline
Sound Income Strategies, LLC29,409$1.04M0.06%+27,24113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN26,238$988K<0.01%+5,95713F-HRTimelineGroup
Sequent Planning LLC24,741$889K0.25%new13F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding23,006$866K-84,765Timeline
SUMMIT WEALTH GROUP LLC / CO2,314$846K0.09%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,033$829K<0.01%-1,128,38713F-HRTimelineGroup
LPL Financial LLC21,484$809K<0.01%-9013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.20,984$790K<0.01%+4,35513F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD20,683$779K<0.01%new13F-HRTimeline
Krilogy Financial LLC21,603$745K0.03%new13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding19,769$744KnewTimeline
FULLCIRCLE WEALTH LLC21,537$736K0.26%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…19,273$725K<0.01%+2,14213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,195$722K<0.01%+2,49013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,932$675K<0.01%-40313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC16,924$637K<0.01%+6,95413F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…15,867$597K0.01%new13F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding15,182$571K-330Timeline
State of Alaska, Department of Revenue15,144$569K0.01%+1,41113F-HRTimeline
Capital Square, LLC14,955$563K0.29%+2,29513F-HRTimeline
Castleview Partners, LLC14,729$554K0.3%new13F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…13,603$507K<0.01%new13F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC13,356$503K<0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,083$492K<0.01%new13F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …12,368$466K<0.01%+3,20013F-HRTimelineGroup
IEQ CAPITAL, LLC11,763$443K<0.01%new13F-HRTimeline
Northwest & Ethical Investments L.P.10,950$408K0.01%+4,75013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC9,600$361K0.03%-18,00013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM9,165$345K<0.01%new13F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC9,117$343K<0.01%-3,94413F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND9,000$339K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,810$332K<0.01%new13F-HRTimelineGroup
Police & Firemen's Retirement System of…8,334$314K<0.01%+1,66213F-HRTimeline
Cresset Asset Management, LLC8,294$313K<0.01%013F-HR/ATimeline
Trivium Point Advisory, LLC7,565$285K0.03%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…6,900$260K<0.01%new13F-HRTimeline
Rossby Financial, LCC6,689$257K0.09%new13F-HRTimeline
Cambridge Investment Research Advisors,…6,649$250K<0.01%-2,75113F-HRTimeline
KLP KAPITALFORVALTNING AS6,500$245K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,482$244K<0.01%+3,87313F-HRTimelineGroup
Quantinno Capital Management LP6,231$235K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,530$208K<0.01%new13F-HRTimeline
ProShare Advisors LLC5,338$201K<0.01%-46713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,588$200K<0.01%new13F-HRTimeline
Crossingbridge Advisors, LLC5,000$188K0.1%-5,00013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,439$167K0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC4,052$154K<0.01%-4,40813F-HRTimeline
CENTAURUS FINANCIAL, INC.3,820$144K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC3,552$134K<0.01%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,608$98.2K<0.01%-28213F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,434$91.6K<0.01%-26713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,349$88.4K<0.01%-7,15013F-HRTimelineGroup
Sterling Capital Management LLC2,162$81.4K<0.01%+1,39813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,529$57.1K<0.01%-6313F-HRTimelineGroup
Avalon Trust Co1,057$39.8K<0.01%new13F-HRTimeline
AMALGAMATED BANK967$36K<0.01%013F-HRTimeline
Arax Advisory Partners799$30.1K<0.01%new13F-HRTimeline
GF FUND MANAGEMENT CO. LTD.524$19.7K<0.01%new13F-HRTimeline
Caitong International Asset Management …494$18.6K0.01%+45413F-HRTimeline
Cheviot Value Management, LLC497$18.5K<0.01%new13F-HRTimeline
Quarry LP411$15.5K<0.01%new13F-HRTimeline
Point72 Europe (London) LLP206$7.76K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/205$7.71K<0.01%+2713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…125$4.71K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA124$4.67K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…117$4.4K<0.01%new13F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC91$3.42K<0.01%new13F-HRTimeline
Essential Partners LLC75$2.82K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC64$2.41K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC59$2.22K<0.01%013F-HRTimeline
Versant Capital Management, Inc50$1.88K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB40$1.51K<0.01%new13F-HRTimeline
IFP Advisors, Inc33$1.24K<0.01%new13F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP33$1.22K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC30$1.13K<0.01%013F-HRTimeline
Allworth Financial LP22$829<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC15$565<0.01%new13F-HRTimeline
Fortitude Family Office, LLC14$527<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC10$376<0.01%-1513F-HRTimeline
True Wealth Design, LLC8$302<0.01%new13F-HRTimeline
GAMMA Investing LLC7$263<0.01%new13F-HRTimeline

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