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Disclosery

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
PRICE T ROWE ASSOCIATES INC /MD/5,913,679$183M0.02%+710,87113F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC3,576,922$111M<0.01%+1,967,32113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,470,222$107M<0.01%-282,08113F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,951,405$91.3M0.11%-229,96013F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding2,067,159$64M+2,047,390Timeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,820,463$56.3M0.02%-154,53313F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,414,451$43.8M0.01%+218,38613F-HRTimelineGroup
GOLDENTREE ASSET MANAGEMENT LPin group GOLDENTREE ASSET MANAGEMENT LP1,166,075$36M1.95%-15,69213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,146,404$35.6M<0.01%+487,81113F-HRTimelineGroup
DUFF & PHELPS INVESTMENT MANAGEMENT CO1,099,700$34M0.39%+140,15313F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,006,552$31.1M<0.01%+293,60513F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc966,936$29.9M0.05%+149,39113F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…836,263$25.9M0.03%-58,35813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC795,696$24.6M<0.01%+178,73613F-HR/ATimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…794,289$24.6M0.01%-28,41113F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co786,607$24.3M<0.01%+331,72513F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC785,649$24.3M0.17%-124,83713F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC645,699$20M0.01%-85,56413F-HRTimelineGroup
Zimmer Partners, LP631,500$19.5M0.51%-221,16513F-HRTimeline
Nuveen, LLCin group TIAA543,119$16.8M<0.01%+335,10913F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …522,760$16.2M0.02%new13F-HRTimelineGroup
RUSH ISLAND MANAGEMENT, LP505,613$15.6M0.98%new13F-HRTimeline
Schonfeld Strategic Advisors LLC505,202$15.6M0.08%-451,69113F-HRTimeline
Cetera Investment Advisers447,115$13.8M0.02%+299,92313F-HRTimeline
T. Rowe Price Investment Management, In…445,431$13.8M0.01%-41,36313F-HR/ATimeline
SCHRODER INVESTMENT MANAGEMENT GROUP424,655$13.3M0.01%-5,82013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO423,659$13.1M<0.01%+134,39713F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson412,118$12.8M0.01%+49,82213F-HRTimelineGroup
CBRE INVESTMENT MANAGEMENT LISTED REAL …371,785$11.5M0.17%+136,38213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC361,586$11.2M0.25%+148,62613F-HRTimeline
Brookfield Corp /ON/in group Brookfield Corp /ON/318,738$9.86M0.01%+144,54413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP313,370$9.7M<0.01%+43,31413F-HRTimelineGroup
APG Asset Management US Inc.in group APG Asset Management N.V.293,366$9.08M0.07%new13F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.288,469$8.93M0.03%-57,16213F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC283,842$8.78M0.01%-15,11313F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding279,964$8.66M+24,830Timeline
LPL Financial LLC261,492$8.09M<0.01%+240,00813F-HRTimeline
Burkehill Global Management, LP250,000$7.74M0.51%013F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…225,751$6.98M0.04%new13F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding218,709$6.77M-72,178Timeline
CHILTON CAPITAL MANAGEMENT LLC212,039$6.59M0.23%+4,06413F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.205,173$6.35M0.03%+45,17313F-HRTimelineGroup
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…200,000$6.19M0.21%+136,00013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT187,349$5.8M0.06%+5,20813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC182,694$5.65M0.02%+164,76213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp172,946$5.35M<0.01%+78,32413F-HRTimelineGroup
Polymer Capital Management (US) LLC171,140$5.3M0.68%013F-HRTimeline
CENTAURUS FINANCIAL, INC.167,208$5.17M0.24%+163,38813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO166,947$5.17M0.01%+33,65013F-HRTimelineGroup
MAVERICK CAPITAL LTD159,563$4.94M0.05%+65,96713F-HRTimeline
PEREGRINE CAPITAL MANAGEMENT LLC157,181$4.86M0.15%+7,92613F-HRTimeline
Freestone Grove Partners LP148,332$4.59M0.03%-20,34113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/145,107$4.49M<0.01%-66,89413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC144,312$4.47M0.05%new13F-HRTimeline
Susquehanna Portfolio Strategies, LLCin group SUSQUEHANNA INTERNATIONAL GRO…137,584$4.26M0.07%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC135,609$4.2M0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY135,040$4.18M<0.01%+22,83113F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…131,123$4.06M0.01%+124,47413F-HRTimeline
GSI Capital Advisors LLC124,919$3.86M2.16%-72,53313F-HRTimeline
Merit Financial Group, LLC114,992$3.56M0.03%new13F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …108,273$3.35M0.09%+30,15813F-HR/ATimelineGroup
1832 Asset Management L.P.105,060$3.25M<0.01%-76,20013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC105,000$3.25M0.02%-75,35613F-HRTimelineGroup
STRS OHIO103,500$3.2M0.01%+2,60013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC102,274$3.16M<0.01%-4,02513F-HRTimelineGroup
Ghisallo Capital Management LLC100,000$3.09M0.14%-200,00013F-HRTimeline
CHOREO, LLC93,730$2.94M0.04%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC94,167$2.91M<0.01%+10,95713F-HRTimelineGroup
Man Group plcin group Man Group plc87,054$2.69M0.01%new13F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD82,620$2.56M0.01%+37,60013F-HRTimelineGroup
Asset Management One Co., Ltd.76,778$2.4M0.01%+33,15813F-HRTimeline
Premier Private Wealth Management LLC74,593$2.33M2.42%13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…67,392$2.09M0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN66,600$2.06M<0.01%+40,36213F-HRTimelineGroup
Sequent Planning LLC65,049$2.01M0.51%+40,30813F-HRTimeline
Swiss National Bank61,300$1.9M<0.01%+1,10013F-HRTimeline
PFG Investments, LLC57,931$1.79M0.08%new13F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …57,419$1.78M<0.01%+23,14513F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC55,850$1.73M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA52,997$1.64M<0.01%+8,23313F-HRTimelineGroup
AE Wealth Management LLC51,925$1.61M0.01%new13F-HRTimeline
Advisory Services Network, LLC49,864$1.54M0.02%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC49,812$1.54M<0.01%+47,46313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC48,626$1.5M<0.01%-11,61713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC46,910$1.45M<0.01%+29,98613F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…43,442$1.34M<0.01%+20,43613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS41,511$1.28M<0.01%+35,98113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,151$1.27M<0.01%+39,62213F-HRTimelineGroup
Beacon Capital Management, LLC40,981$1.27M0.2%new13F-HRTimeline
Arkadios Wealth Advisors40,695$1.26M0.02%new13F-HRTimeline
RHUMBLINE ADVISERS37,981$1.18M<0.01%-5,73913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…37,575$1.16M<0.01%new13F-HRTimelineGroup
STOREBRAND ASSET MANAGEMENT AS36,479$1.13M<0.01%new13F-HRTimeline
Lykos Global Management, LP35,000$1.08M0.77%13F-HRTimeline
Blue Sky Capital Consultants Group, Inc.34,378$1.06M0.46%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd34,222$1.06M0.03%new13F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.32,716$1.01M<0.01%+3,91613F-HRTimeline
CWM, LLCin group CWM, LLC30,486$943K<0.01%+26,93413F-HRTimelineGroup
OMERS ADMINISTRATION Corp30,000$928K0.01%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc29,907$925K<0.01%-7013F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…29,679$918K<0.01%+15413F-HRTimeline
State of Alaska, Department of Revenue29,441$909K0.01%+14,29713F-HRTimeline
Engineers Gate Manager LP26,570$822K0.01%new13F-HRTimeline
Sound Income Strategies, LLC23,294$784K0.04%-6,11513F-HRTimeline
Trivium Point Advisory, LLC24,606$761K0.08%+17,04113F-HRTimeline
Farther Finance Advisors, LLC24,179$748K0.01%+24,16413F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC24,065$745K<0.01%new13F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…23,343$729K<0.01%+9,74013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.22,940$710K<0.01%+1,95613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …22,383$689K<0.01%-524,98213F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC22,142$685K0.01%new13F-HRTimelineGroup
Krilogy Financial LLC21,256$672K0.02%-34713F-HRTimeline
Etesian Wealth Advisors, Inc.21,673$671K0.21%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,254$658K<0.01%+2,05913F-HRTimelineGroup
TrueWealth Advisors, LLC20,737$642K0.17%new13F-HRTimeline
Crossingbridge Advisors, LLC20,000$630K0.18%+15,00013F-HRTimeline
AlphaCentric Advisors LLC20,000$619K0.62%13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…19,944$617K<0.01%+67113F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD18,967$587K<0.01%-1,71613F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP18,766$581K0.01%new13F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …18,269$565K<0.01%+5,90113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP17,928$555K<0.01%-43,53913F-HRTimelineGroup
&PARTNERS17,501$541K<0.01%new13F-HRTimeline
Quantinno Capital Management LP17,091$529K<0.01%+10,86013F-HRTimeline
EntryPoint Capital, LLC16,972$525K0.2%new13F-HRTimeline
J.W. COLE ADVISORS, INC.32,849$522K0.01%new13F-HRTimeline
Valued Wealth Advisors LLC16,588$515K0.23%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding15,433$477K+251Timeline
Onyx Bridge Wealth Group LLC14,983$464K0.05%new13F-HRTimeline
Castleview Partners, LLC14,449$447K0.22%-28013F-HRTimeline
Quantbot Technologies LP14,265$441K0.01%-39,36413F-HRTimeline
Waverly Advisors, LLC13,212$409K<0.01%new13F-HRTimeline
Metis Global Partners, LLC13,098$405K0.01%new13F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…12,997$402K<0.01%new13F-HRTimelineGroup
Jain Global LLC12,975$401K<0.01%new13F-HRTimeline
Quartz Partners, LLC12,933$400K0.15%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.12,500$388K0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,550$388K<0.01%-39,92913F-HRTimelineGroup
OneAscent Wealth Management LLCin group OneAscent Financial Services …12,548$388K0.13%new13F-HRTimelineGroup
Kovack Advisors, Inc.12,498$387K0.02%new13F-HR/ATimeline
Orion Porfolio Solutions, LLC12,086$374K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning11,941$369K<0.01%new13F-HRTimelineGroup
Entropy Technologies, LP11,749$364K0.02%new13F-HRTimeline
Prostatis Group LLC11,671$361K0.09%new13F-HRTimeline
Wealth Management Strategies, Inc.11,604$359K0.17%new13F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC11,473$355K<0.01%-1,88313F-HRTimeline
ADAPT WEALTH ADVISORS, LLC11,392$352K0.12%new13F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC11,275$349K<0.01%+2,15813F-HRTimeline
Capital Square, LLC11,157$345K0.18%-3,79813F-HRTimeline
INTEGRATED WEALTHCARE, LLC10,494$325K0.27%13F-HRTimeline
Northwest & Ethical Investments L.P.9,875$310K0.01%-1,07513F-HR/ATimeline
BridgePort Financial Solutions, LLC9,990$309K0.08%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…9,900$306K<0.01%+3,00013F-HRTimeline
SG Americas Securities, LLC9,862$305K<0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,522$295K<0.01%new13F-HRTimelineGroup
Raleigh Capital Management Inc.9,267$287K0.1%new13F-HRTimeline
CAPITAL ADVISORS INC/OK9,076$281K<0.01%new13F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND9,000$278K<0.01%013F-HRTimeline
PharVision Advisers, LLC8,848$274K0.14%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,306$273K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\8,808$273K<0.01%-213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC8,647$268K<0.01%-4,43613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,380$267K<0.01%+2,79213F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM8,597$266K<0.01%-56813F-HRTimeline
Sequoia Financial Advisors, LLC8,372$259K<0.01%new13F-HRTimeline
Police & Firemen's Retirement System of…8,334$258K<0.01%013F-HRTimeline
Cresset Asset Management, LLC8,294$258K<0.01%013F-HRTimeline
RFG Advisory, LLC8,186$253K<0.01%new13F-HRTimeline
CX Institutional8,153$252K0.01%new13F-HRTimeline
State of Wyoming8,045$249K0.03%new13F-HRTimeline
Werba Rubin Papier Wealth Management8,002$248K0.07%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,787$241K<0.01%+1,30513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,689$238K<0.01%new13F-HRTimelineGroup
Advisors Capital Management, LLC7,247$224K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,119$223K0.02%+2,68013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,193$223K<0.01%new13F-HR/ATimelineGroup
Rossby Financial, LCC7,186$222K0.07%+49713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,003$217K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP6,991$216K<0.01%new13F-HR/ATimelineGroup
Balboa Wealth Partners6,746$209K0.03%new13F-HRTimeline
KLP KAPITALFORVALTNING AS6,500$202K<0.01%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC6,512$201K0.04%new13F-HRTimeline
Triumph Capital Management5,485$170K0.04%new13F-HRTimeline
Signature Equity Partners, LLC5,193$161K0.09%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,059$157K<0.01%+5,02613F-HRTimelineGroup
IFP Advisors, Inc3,753$116K<0.01%+3,72013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,750$116K0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,632$112K<0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC3,324$103K<0.01%-72813F-HRTimeline
NewEdge Advisors, LLC2,643$81.8K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,608$80.7K<0.01%013F-HRTimelineGroup
Silicon Valley Capital Partners2,278$70.5K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,180$67.4K<0.01%new13F-HRTimeline
NFSG Corp2,095$64.8K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,030$62.8K<0.01%-40413F-HRTimelineGroup
SageView Advisory Group, LLC1,960$60.6K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,875$58.3K<0.01%new13F-HRTimeline
Sterling Capital Management LLC1,798$55.6K<0.01%-36413F-HRTimeline
Bogart Wealth, LLC1,600$49.5K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1,510$46.7K<0.01%+1,44613F-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