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Disclosery

SMA SMARTSTOP SELF STORAG REIT I

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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
PRICE T ROWE ASSOCIATES INC /MD/5,969,543$181M0.02%+55,86413F-HRTimeline
VANGUARD GROUP INCgroup of 6 filers holding5,429,296$164MnewTimeline
BlackRock, Inc.in group BlackRock, Inc.5,142,310$156M<0.01%+1,672,08813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,427,727$104M0.01%+2,632,03113F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC2,596,133$78.6M0.04%+528,97413F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,353,036$71.2M0.09%-598,36913F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,163,288$65.8M<0.01%+1,016,88413F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,435,868$43.5M<0.01%+429,31613F-HRTimelineGroup
GOLDENTREE ASSET MANAGEMENT LPin group GOLDENTREE ASSET MANAGEMENT LP1,329,575$40.2M2.38%+163,50013F-HRTimelineGroup
Nuveen, LLCin group TIAA1,144,690$34.7M0.01%+601,57113F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…981,442$29.7M0.01%+187,15313F-HRTimelineGroup
Conversant Capital LLC857,715$26M3.49%new13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co846,639$25.6M<0.01%+60,03213F-HRTimelineGroup
DUFF & PHELPS INVESTMENT MANAGEMENT CO831,755$25.2M0.26%-267,94513F-HR/ATimeline
T. Rowe Price Investment Management, In…801,910$24.3M0.02%+356,47913F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc741,547$22.5M0.04%-225,38913F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC732,744$22.2M0.16%-52,90513F-HRTimeline
Long Pond Capital, LP613,458$18.6M1.9%new13F-HRTimeline
Zimmer Partners, LP600,000$18.2M0.45%-31,50013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC591,604$17.9M0.01%+307,76213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP540,342$16.4M<0.01%+226,97213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding486,379$14.7M+267,670Timeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …414,374$12.5M0.01%-108,38613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC369,641$11.2M0.25%+8,05513F-HR/ATimeline
SCHRODER INVESTMENT MANAGEMENT GROUP356,174$10.6M0.01%-68,48113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY343,955$10.4M<0.01%+208,91513F-HRTimelineGroup
Cetera Investment Advisers316,180$9.57M0.01%-130,93513F-HRTimeline
Franklin Resourcesgroup of 2 filers holding304,003$9.21M+24,039Timeline
LPL Financial LLC290,336$8.79M<0.01%+28,84413F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…252,236$7.64M0.05%+26,48513F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson246,012$7.45M<0.01%-166,10613F-HR/ATimelineGroup
PICTON MAHONEY ASSET MANAGEMENT243,972$7.39M0.08%+56,62313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp231,115$7M<0.01%+58,16913F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC224,161$6.81M0.24%+12,12213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/222,586$6.74M<0.01%+77,47913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO219,196$6.53M<0.01%-204,46313F-HR/ATimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.199,748$6.05M0.02%-88,72113F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc195,304$5.91M<0.01%+165,39713F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO188,147$5.7M0.01%+21,20013F-HRTimelineGroup
1832 Asset Management L.P.187,700$5.68M0.01%+82,64013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC187,511$5.68M0.02%+4,81713F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.184,922$5.6M0.03%-20,25113F-HRTimelineGroup
CHOREO, LLC178,739$5.44M0.07%+85,00913F-HRTimeline
Polymer Capital Management (US) LLC171,140$5.18M0.77%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC159,713$4.84M<0.01%new13F-HR/ATimelineGroup
PEREGRINE CAPITAL MANAGEMENT LLC157,994$4.78M0.18%+81313F-HRTimeline
CENTAURUS FINANCIAL, INC.152,015$4.6M0.22%-15,19313F-HRTimeline
Prime Capital Investment Advisors, LLC146,063$4.42M0.05%+1,75113F-HRTimeline
Brookfield Corp /ON/in group Brookfield Corp /ON/134,578$4.08M0.01%-184,16013F-HRTimelineGroup
Cambridge Investment Research Advisors,…133,417$4.04M0.01%+2,29413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC130,324$3.95M0.01%-5,28513F-HRTimeline
Merit Financial Group, LLC123,046$3.73M0.03%+8,05413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC116,600$3.53M<0.01%+14,32613F-HRTimelineGroup
Swiss National Bank109,500$3.32M<0.01%+48,20013F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…109,500$3.32M0.12%-90,50013F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …104,312$3.16M0.09%-3,96113F-HRTimelineGroup
STRS OHIO104,200$3.16M0.01%+70013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…101,098$3.06M<0.01%-735,16513F-HRTimelineGroup
Verition Fund Management LLC99,515$3.01M0.03%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC95,746$2.9M<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP93,930$2.84M<0.01%+76,83913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD86,200$2.61M0.01%+3,58013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC83,515$2.53M<0.01%-10,65213F-HRTimelineGroup
Asset Management One Co., Ltd.77,162$2.34M0.01%+38413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.75,782$2.29M<0.01%+52,84213F-HRTimelineGroup
Man Group plcin group Man Group plc75,746$2.29M<0.01%-11,30813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA72,318$2.19M<0.01%+19,32113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS71,882$2.18M<0.01%+64,09513F-HRTimelineGroup
RHUMBLINE ADVISERS70,967$2.15M<0.01%+32,98613F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…69,654$2.11M<0.01%+39,97513F-HRTimeline
ALLIANCEBERNSTEIN L.P.65,747$2.03M<0.01%+33,03113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC65,664$1.99M<0.01%+15,85213F-HRTimelineGroup
Paralel Advisors LLC65,000$1.97M0.08%new13F-HRTimeline
Sequent Planning LLC64,571$1.96M0.47%-47813F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…63,497$1.92M0.01%-3,89513F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …61,295$1.86M<0.01%+3,87613F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\56,905$1.72M<0.01%-1,763,55813F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE55,840$1.69M<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP55,829$1.69M<0.01%+34,57513F-HRTimelineGroup
PFG Investments, LLC55,047$1.67M0.08%-2,88413F-HRTimeline
Premier Private Wealth Management LLC54,525$1.65M1.74%-20,06813F-HRTimeline
Blue Sky Capital Consultants Group, Inc.52,511$1.59M0.76%+18,13313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding51,275$1.55M-86,309Timeline
Ghisallo Capital Management LLC50,000$1.51M0.04%-50,00013F-HRTimeline
Advisory Services Network, LLC48,665$1.47M0.02%-1,19913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN48,225$1.46M<0.01%-18,37513F-HR/ATimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…48,152$1.46M<0.01%+38,25213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.47,500$1.44M0.02%new13F-HRTimelineGroup
AE Wealth Management LLC46,217$1.4M0.01%-5,70813F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…45,804$1.39M<0.01%+2,36213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…42,565$1.29M<0.01%+4,99013F-HRTimelineGroup
State of Alaska, Department of Revenue42,141$1.27M0.01%+12,70013F-HRTimeline
SCOTIA CAPITAL INC.39,797$1.21M<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS37,922$1.15M<0.01%-3,58913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd35,655$1.08M0.02%+1,43313F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD34,317$1.04M<0.01%+15,35013F-HRTimeline
J.W. COLE ADVISORS, INC.32,839$994K0.03%-1013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…32,062$971K<0.01%+12,11813F-HRTimelineGroup
Arkadios Wealth Advisors31,583$956K0.02%-9,11213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,720$930K<0.01%-10,43113F-HRTimelineGroup
OMERS ADMINISTRATION Corp30,000$908K0.01%013F-HRTimeline
Crossingbridge Advisors, LLC30,000$908K0.16%+10,00013F-HRTimeline
AlphaCentric Advisors LLC30,000$908K0.91%+10,00013F-HRTimeline
CWM, LLCin group CWM, LLC28,222$855K<0.01%-2,26413F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding27,230$825K+11,797Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,826$812K<0.01%new13F-HRTimelineGroup
Private Capital Management, LLC26,500$802K0.08%new13F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC25,080$759K<0.01%-620,61913F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…25,038$758K<0.01%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management24,985$757K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC24,677$751K0.01%+49813F-HRTimeline
WESBANCO BANK INC24,500$742K0.02%new13F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…24,524$731K<0.01%+1,18113F-HRTimelineGroup
Engineers Gate Manager LP23,750$719K0.01%-2,82013F-HRTimeline
Amundiin group Amundi23,586$714K<0.01%new13F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …23,099$699K<0.01%+4,83013F-HRTimelineGroup
MAVERICK CAPITAL LTD22,583$684K0.01%-136,98013F-HRTimeline
Krilogy Financial LLC21,185$683K0.02%-7113F-HRTimeline
Beacon Capital Management, LLC22,266$674K0.12%-18,71513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC22,142$670K0.01%013F-HRTimelineGroup
TrueWealth Advisors, LLC20,437$619K0.16%-30013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,637$595K<0.01%+7,08713F-HRTimelineGroup
&PARTNERS17,832$540K<0.01%+33113F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND17,500$530K<0.01%+8,50013F-HRTimeline
Trivium Point Advisory, LLC17,052$516K0.09%-7,55413F-HRTimeline
Hazelview Securities Inc.16,990$514K0.1%new13F-HRTimeline
EntryPoint Capital, LLC16,972$514K0.15%013F-HRTimeline
Valued Wealth Advisors LLC15,889$482K0.2%-69913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC15,225$461K<0.01%-33,40113F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM15,202$460K<0.01%+6,60513F-HRTimeline
SG Americas Securities, LLC14,558$441K<0.01%+4,69613F-HRTimeline
Clare Market Investments LLC14,559$441K0.09%13F-HRTimeline
Metis Global Partners, LLC14,507$439K0.01%+1,40913F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP14,394$436K<0.01%-4,37213F-HRTimelineGroup
Police & Firemen's Retirement System of…14,170$429K<0.01%+5,83613F-HRTimeline
Waverly Advisors, LLC13,262$402K<0.01%+5013F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…12,997$394K<0.01%013F-HRTimelineGroup
Etesian Wealth Advisors, Inc.12,643$383K0.12%-9,03013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.12,500$380K0.01%013F-HRTimelineGroup
OneAscent Wealth Management LLCin group OneAscent Financial Services …12,548$380K0.13%013F-HRTimelineGroup
KLP KAPITALFORVALTNING AS12,200$371K<0.01%+5,70013F-HRTimeline
Capital Square, LLC11,159$362K0.17%+213F-HRTimeline
UniSuper Management Pty Ltd11,500$348K<0.01%new13F-HRTimeline
ADAPT WEALTH ADVISORS, LLC11,392$345K0.12%013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC11,275$341K<0.01%013F-HRTimeline
Kovack Advisors, Inc.10,973$334K0.02%-1,52513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP10,900$330K<0.01%-7,02813F-HRTimelineGroup
Vestcor Inc10,900$330K0.01%new13F-HRTimeline
Northwest & Ethical Investments L.P.10,847$329K0.01%+97213F-HRTimeline
Creative Planningin group Creative Planning10,542$319K<0.01%-1,39913F-HRTimelineGroup
INTEGRATED WEALTHCARE, LLC10,494$318K0.27%013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…11,199$316K<0.01%new13F-HRTimelineGroup
BridgePort Financial Solutions, LLC9,843$298K0.08%-14713F-HRTimeline
Wealth Management Strategies, Inc.9,807$297K0.13%-1,79713F-HRTimeline
Sequoia Financial Advisors, LLC9,779$296K<0.01%+1,40713F-HRTimeline
Castleview Partners, LLC9,590$290K0.15%-4,85913F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD9,298$282K<0.01%new13F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp9,155$277K<0.01%+1,96213F-HR/ATimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…9,147$277K<0.01%new13F-HRTimelineGroup
Impact Partnership Wealth, LLC9,114$276K0.03%new13F-HRTimeline
CAPITAL ADVISORS INC/OK9,076$275K<0.01%013F-HRTimeline
IFM Investors Pty Ltd9,032$273K<0.01%new13F-HRTimeline
BlueChip Wealth Advisors LLC9,031$273K0.12%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,981$273K<0.01%-2,32513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\9,009$273K<0.01%+20113F-HRTimelineGroup
State of Wyoming8,783$266K0.03%+73813F-HRTimeline
MML INVESTORS SERVICES, LLC8,719$264K<0.01%-38,19113F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN8,503$257K<0.01%new13F-HRTimeline
Balboa Wealth Partners8,243$250K0.04%+1,49713F-HRTimeline
CX Institutional8,153$247K0.01%013F-HRTimeline
ProShare Advisors LLC8,067$244K<0.01%new13F-HRTimeline
Bayforest Capital Ltd7,942$240K0.27%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,094$215K0.02%-2513F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC7,076$214K<0.01%new13F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,031$213K<0.01%+2813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP6,981$211K<0.01%-1013F-HRTimelineGroup
Gross & Hartman Investments LLC6,729$204K0.11%new13F-HRTimeline
Safe Harbor Family Capital, LLC6,729$204K0.16%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,713$203K<0.01%-1,93413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…6,699$203K<0.01%new13F-HRTimeline
Prosperitas Financial LLC6,630$201K0.07%new13F-HRTimeline
Signature Equity Partners, LLC5,193$157K0.08%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,059$152K<0.01%013F-HRTimelineGroup
Quantbot Technologies LP4,802$145K0.01%-9,46313F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,555$138K<0.01%+1,94713F-HRTimelineGroup
Triumph Capital Management4,530$138K0.03%-95513F-HRTimeline
FMR LLCin group FMR LLC4,314$131K<0.01%+2,80413F-HRTimelineGroup
Rossby Financial, LCC4,084$124K0.03%-3,10213F-HRTimeline
Sound Income Strategies, LLC3,868$118K0.01%-19,42613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC3,323$101K<0.01%-113F-HRTimeline
FIL Ltdin group FIL Ltd2,886$87.4K<0.01%new13F-HRTimelineGroup
Raleigh Capital Management Inc.2,671$80.9K0.03%-6,59613F-HRTimeline
NewEdge Advisors, LLC2,654$80.4K<0.01%+1113F-HR/ATimeline
Silicon Valley Capital Partners2,306$69.8K0.01%+2813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,296$69.5K<0.01%+26613F-HRTimelineGroup
NFSG Corp1,995$60.4K0.01%-10013F-HRTimeline
Sterling Capital Management LLC1,844$55.8K<0.01%+4613F-HRTimeline
Clearstead Advisors, LLC1,781$53.9K<0.01%+1,59613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,704$51.6K<0.01%+69013F-HRTimelineGroup
KBC Group NVin group KBC Group NV1,622$49K<0.01%new13F-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