SMARTSTOP SELF STORAG REIT I SMA
COMMON STOCK · REIT · CUSIP 83192D402
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersLadera Ranch, CA
- Founded1979
- Websitesmartstopselfstorage.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.0m this quarter). Holder counts are more reliable. Shares outstanding: 55.4m as of 2026-08-05, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $32.51. Options: 1 managers hold calls ($1.1m notional), 0 hold puts (—).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2025 | 126 |
| Q3 2025 | 161 |
| Q4 2025 | 240 |
| Q1 2026 | 256 |
| Q2 2026 | 260 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2025 | 112 | 57 |
| Q4 2025 | 173 | 69 |
| Q1 2026 | 147 | 114 |
| Q2 2026 | 138 | 115 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $266.5k | $0 | 0.00 |
| Q2 2026 | $1.1m | $0 | 0.00 |
Biggest buyers
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | New | +1.4m |
| Alyeska Investment Group, L.P. | New | +956.6k |
| Irenic Capital Management LP | New | +876.6k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +609.7k |
| T. Rowe Price Investment Management, Inc. | Added | +278.0k |
| BlackRock, Inc. | Added | +274.0k |
| COHEN & STEERS, INC. | New | +231.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +226.4k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +187.8k |
| DigitalBridge Group, Inc. | New | +182.2k |
Biggest sellers
| PRUDENTIAL FINANCIAL INC | Reduced | -1.3m |
| Conversant Capital LLC | Sold out | -857.7k |
| GOLDENTREE ASSET MANAGEMENT LP | Reduced | -827.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -698.8k |
| GOLDMAN SACHS GROUP INC | Reduced | -683.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -568.0k |
| Aberdeen Group plc | Reduced | -392.8k |
| Nuveen, LLC | Reduced | -293.4k |
| Hudson Bay Capital Management LP | Sold out | -252.2k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduced | -223.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.1m35.0k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +1.1 pts · filed 2026-10-05 | 10.4% |
| PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution -1.2 pts · filed 2026-08-14 | 9.5% |
| PRINCIPAL GLOBAL INVESTORS 13G · institution new · filed 2026-08-05 | 5.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: PRUDENTIAL FINANCIAL INC (4.3%, 2026-05-08), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), DEUTSCHE BANK AG\ (3.3%, 2026-01-30)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 6 | $855.0k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 2 | $218.3k | 1 | $15.0k | — |
| Q1 2026 | 0 | — | 1 | $13.9k | $13.9k |
| Q2 2026 | 0 | — | 1 | $39.9k | $26.4k |
| Q3 2026 | 0 | — | 2 | $77.3k | $42.1k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-16 | Mueller David J Director | Sold plan | $13.6k425 shares |
| 2026-08-17 | Mueller David J Director | Sold plan | $14.3k425 shares |
| 2026-08-14 | Look Nicholas General Counsel and Secretary | Sold | $35.2k1.0k shares |
| 2026-07-16 | Mueller David J Director | Sold plan | $14.2k425 shares |
| 2026-06-16 | Mueller David J Director | Sold plan | $13.8k425 shares |
| 2026-05-18 | Mueller David J Director | Sold plan | $12.6k425 shares |
| 2026-04-16 | Mueller David J Director | Sold | $13.5k425 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 5.4m $176.0m | Added +274.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 5.3m $171.3m | Reduced -698.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio | 3.2m $104.2m | Added +609.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 2.9m $94.2m | Added +112.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.7m $89.2m | Reduced -683.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.4m $76.9m | Added +187.8k |
| STATE STREET CORP 0.00% of their portfolio | 2.2m $73.2m | Added +81.1k |
| NORGES BANK 0.01% of their portfolio | 1.6m $53.0m | Not comparable |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.6m $51.2m | Added +138.3k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.39% of their portfolio | 1.4m $46.0m | New |
| T. Rowe Price Investment Management, Inc. 0.02% of their portfolio | 1.1m $35.1m | Added +278.0k |
| PRUDENTIAL FINANCIAL INC 0.04% of their portfolio | 1.0m $33.6m | Reduced -1.3m |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.30% of their portfolio | 967.0k $31.4m | Added +135.3k |
| Alyeska Investment Group, L.P. 0.08% of their portfolio | 956.6k $31.1m | New |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 932.8k $30.3m | Reduced -48.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 896.9k $29.1m | Added +50.3k |
| Irenic Capital Management LP 2.05% of their portfolio | 876.6k $28.5m | New |
| Nuveen, LLC 0.01% of their portfolio | 851.3k $27.7m | Reduced -293.4k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.14% of their portfolio | 675.8k $22.0m | Reduced -57.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 579.9k $18.8m | Added +39.6k |
| GOLDENTREE ASSET MANAGEMENT LP 0.95% of their portfolio | 501.8k $16.3m | Reduced -827.8k |
| Long Pond Capital, LP 1.52% of their portfolio | 444.8k $14.5m | Reduced -168.6k |
| Zimmer Partners, LP 0.34% of their portfolio | 437.5k $14.2m | Reduced -162.5k |
| LPL Financial LLC 0.00% of their portfolio | 389.8k $12.7m | Added +99.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 375.8k $12.3m | Added +19.6k |
| INDEPENDENT FINANCIAL GROUP, LLC 0.23% of their portfolio | 374.6k $12.2m | Added +5.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 369.9k $12.0m | Added +17.3k |
| Aberdeen Group plc 0.02% of their portfolio | 348.7k $11.3m | Reduced -392.8k |
| Cetera Investment Advisers 0.01% of their portfolio | 303.6k $9.9m | Reduced -12.6k |
| UBS Group AG 0.00% of their portfolio | 264.6k $8.6m | Reduced -6.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 259.4k $8.5m | Added +40.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 250.5k $8.1m | Added +19.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 247.9k $8.1m | Added +226.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 241.2k $7.8m | Added +18.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 236.8k $7.7m | Added +22.0k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 236.2k $7.7m | Added +102.7k |
| PICTON MAHONEY ASSET MANAGEMENT 0.07% of their portfolio | 232.3k $7.6m | Reduced -11.6k |
| COHEN & STEERS, INC. 0.01% of their portfolio | 231.2k $7.5m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 228.9k $7.4m | Added +69.1k |
| CHILTON CAPITAL MANAGEMENT LLC 0.22% of their portfolio | 217.2k $7.1m | Reduced -6.9k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 211.7k $6.9m | Added +118 |
| 1832 Asset Management L.P. 0.01% of their portfolio | 204.7k $6.7m | Added +17.0k |
| CHOREO, LLC 0.07% of their portfolio | 200.7k $6.5m | Added +22.0k |
| MORGAN STANLEY 0.00% of their portfolio | 196.8k $6.4m | Reduced -147.1k |
| Legal & General Group Plc 0.00% of their portfolio | 196.0k $6.4m | Added +659 |
| Lighthouse Investment Partners, LLC 0.19% of their portfolio | 191.2k $6.2m | Added +81.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio | 191.0k $6.2m | Reduced -223.4k |
| DigitalBridge Group, Inc. 0.36% of their portfolio | 182.2k $5.9m | New |
| Argosy-Lionbridge Management, LLC 3.61% of their portfolio | 176.8k $5.7m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 172.4k $5.6m | Reduced -15.7k |
| Quantinno Capital Management LP 0.01% of their portfolio | 158.1k $5.1m | Added +64.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 155.9k $5.1m | Added +129.0k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 145.0k $4.7m | Reduced -13.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 135.3k $4.4m | Added +51.8k |
| Prime Capital Investment Advisors, LLC 0.04% of their portfolio | 122.4k $4.0m | Reduced -23.7k |
| CENTAURUS FINANCIAL, INC. 0.15% of their portfolio | 121.6k $4.0m | Reduced -30.4k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 119.7k $3.9m | Added +18.6k |
| Merit Financial Group, LLC 0.02% of their portfolio | 117.0k $3.8m | Reduced -6.1k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 114.6k $3.7m | Added +58.7k |
| Swiss National Bank 0.00% of their portfolio | 111.0k $3.6m | Added +1.5k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 111.0k $3.6m | Reduced -19.3k |
| Invesco Ltd. 0.00% of their portfolio | 110.4k $3.6m | Added +34.6k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 105.7k $3.4m | Added +9.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 103.6k $3.4m | Reduced -13.0k |
| Verition Fund Management LLC 0.02% of their portfolio | 93.5k $3.0m | Reduced -6.0k |
| NOMURA ASSET MANAGEMENT CO LTD 0.01% of their portfolio | 89.2k $2.9m | Added +3.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 84.9k $2.8m | Added +12.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 81.1k $2.6m | Added +10.1k |
| Asset Management One Co., Ltd. 0.01% of their portfolio | 79.9k $2.6m | Added +2.7k |
| XTX Topco Ltd 0.03% of their portfolio | 79.2k $2.6m | Added +43.5k |
| STRS OHIO 0.01% of their portfolio | 79.1k $2.6m | Reduced -25.1k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 78.2k $2.5m | Reduced -14.2k |
| CITIGROUP INC 0.00% of their portfolio | 76.5k $2.5m | Added +10.8k |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 73.9k $2.4m | Reduced -113.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 73.5k $2.4m | Added +25.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 73.3k $2.4m | Added +16.4k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio | 71.8k $2.3m | Added +46.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 67.9k $2.2m | Reduced -1.8k |
| OVERSEA-CHINESE BANKING Corp Ltd 0.05% of their portfolio | 67.4k $2.2m | Reduced -36.9k |
| Jain Global LLC 0.03% of their portfolio | 65.6k $2.1m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 65.4k $2.0m | Reduced -320 |
| Paralel Advisors LLC 0.08% of their portfolio | 65.0k $2.1m | Unchanged |
| MARSHALL WACE, LLP 0.00% of their portfolio | 64.6k $2.1m | New |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 63.0k $2.0m | Reduced -447 |
| Sequent Planning LLC 0.42% of their portfolio | 60.7k $2.0m | Reduced -3.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 59.9k $1.9m | Reduced -1.4k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 59.8k $1.9m | Added +40.2k |
| Advisory Services Network, LLC 0.02% of their portfolio | 57.6k $1.9m | Added +9.0k |
| PFG Investments, LLC 0.07% of their portfolio | 54.4k $1.8m | Reduced -672 |
| Susquehanna Portfolio Strategies, LLC 0.03% of their portfolio | 54.0k $1.8m | Added +24.2k |
| Vanguard Investments Australia, Ltd. 0.00% of their portfolio | 51.7k $1.7m | Added +171 |
| WESBANCO BANK INC 0.04% of their portfolio | 51.1k $1.7m | Added +26.6k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 50.2k $1.6m | Added +41.5k |
| BARCLAYS PLC 0.00% of their portfolio | 49.9k $1.6m | Added +34.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 49.6k $1.6m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 48.2k $1.6m | Added +2.4k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 47.2k $1.5m | Added +4.6k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 46.3k $1.5m | Added +9.9k |
| AE Wealth Management LLC 0.01% of their portfolio | 44.1k $1.4m | Reduced -2.1k |
| Premier Private Wealth Management LLC 1.20% of their portfolio | 42.3k $1.4m | Reduced -12.3k |