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 ($1.0m this quarter). Holder counts are more reliable. Shares outstanding: 55.4m as of 2026-05-01, 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 ≈ $30.28. Options: 1 managers hold calls ($266.5k notional), 0 hold puts (—).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2025 | 126 |
| Q3 2025 | 161 |
| Q4 2025 | 240 |
| Q1 2026 | 256 |
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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $0 | $0 | — |
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $266.5k | $0 | 0.00 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +2.6m |
| BlackRock, Inc. | Added | +1.7m |
| STATE STREET CORP | Added | +1.0m |
| Conversant Capital LLC | New | +857.7k |
| Long Pond Capital, LP | New | +613.5k |
| Nuveen, LLC | Added | +601.6k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +529.0k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +429.3k |
| MILLENNIUM MANAGEMENT LLC | Added | +307.8k |
| NORTHERN TRUST CORP | Added | +227.0k |
Biggest sellers
| DEUTSCHE BANK AG\ | Reduced | -1.8m |
| WELLINGTON MANAGEMENT GROUP LLP | Sold out | -1.4m |
| Russell Investments Group, Ltd. | Reduced | -735.2k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -620.6k |
| PRUDENTIAL FINANCIAL INC | Reduced | -598.4k |
| RUSH ISLAND MANAGEMENT, LP | Sold out | -505.6k |
| Schonfeld Strategic Advisors LLC | Sold out | -505.2k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | Sold out | -371.8k |
| APG Asset Management US Inc. | Sold out | -293.4k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | Reduced | -267.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $266.5k8.8k 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 in Q1 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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| 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 |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-16 | Mueller David J Director | Sold plan | $13.9k425 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 6.0m $180.8m | Added +55.9k |
| BlackRock, Inc. 0.00% of their portfolio | 5.1m $155.7m | Added +1.7m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 3.4m $103.8m | Added +2.6m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 2.8m $84.4m | First filing |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 2.6m $78.6m | Added +529.0k |
| PRUDENTIAL FINANCIAL INC 0.09% of their portfolio | 2.4m $71.2m | Reduced -598.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.2m $66.0m | First filing |
| STATE STREET CORP 0.00% of their portfolio | 2.2m $65.8m | Added +1.0m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $43.5m | Added +429.3k |
| GOLDENTREE ASSET MANAGEMENT LP 2.38% of their portfolio | 1.3m $40.2m | Added +163.5k |
| Nuveen, LLC 0.01% of their portfolio | 1.1m $34.7m | Added +601.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 981.4k $29.7m | Added +187.2k |
| Conversant Capital LLC 3.49% of their portfolio | 857.7k $26.0m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 846.6k $25.6m | Added +60.0k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.26% of their portfolio | 831.8k $25.2m | Reduced -267.9k |
| T. Rowe Price Investment Management, Inc. 0.02% of their portfolio | 801.9k $24.3m | Added +186.7k |
| Aberdeen Group plc 0.04% of their portfolio | 741.5k $22.5m | Reduced -225.4k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.16% of their portfolio | 732.7k $22.2m | Reduced -52.9k |
| Long Pond Capital, LP 1.90% of their portfolio | 613.5k $18.6m | New |
| Zimmer Partners, LP 0.45% of their portfolio | 600.0k $18.2m | Reduced -31.5k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 591.6k $17.9m | Added +307.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 540.3k $16.4m | Added +227.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio | 414.4k $12.5m | Reduced -108.4k |
| INDEPENDENT FINANCIAL GROUP, LLC 0.25% of their portfolio | 369.6k $11.2m | Added +8.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 356.2k $10.6m | Reduced -68.5k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 352.6k $10.7m | First filing |
| MORGAN STANLEY 0.00% of their portfolio | 344.0k $10.4m | Added +208.9k |
| Cetera Investment Advisers 0.01% of their portfolio | 316.2k $9.6m | Reduced -130.9k |
| LPL Financial LLC 0.00% of their portfolio | 290.3k $8.8m | Added +28.8k |
| UBS Group AG 0.00% of their portfolio | 271.5k $8.2m | Added +77.8k |
| Hudson Bay Capital Management LP 0.05% of their portfolio | 252.2k $7.6m | Added +26.5k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 246.0k $7.4m | Reduced -166.1k |
| PICTON MAHONEY ASSET MANAGEMENT 0.08% of their portfolio | 244.0k $7.4m | Added +56.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 231.1k $7.0m | Added +58.2k |
| CHILTON CAPITAL MANAGEMENT LLC 0.24% of their portfolio | 224.2k $6.8m | Added +12.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 222.6k $6.7m | Added +77.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 219.2k $6.5m | Reduced -204.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 214.9k $6.5m | Added +189.9k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 211.6k $6.4m | Added +27.6k |
| Daiwa Securities Group Inc. 0.02% of their portfolio | 199.7k $6.0m | Reduced -88.7k |
| Legal & General Group Plc 0.00% of their portfolio | 195.3k $5.9m | Added +165.4k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 188.1k $5.7m | Added +21.2k |
| 1832 Asset Management L.P. 0.01% of their portfolio | 187.7k $5.7m | Added +82.6k |
| Kestra Advisory Services, LLC 0.02% of their portfolio | 187.5k $5.7m | Added +4.8k |
| CI INVESTMENTS INC. 0.03% of their portfolio | 184.9k $5.6m | Reduced -20.3k |
| CHOREO, LLC 0.07% of their portfolio | 178.7k $5.4m | Added +85.0k |
| Polymer Capital Management (US) LLC 0.77% of their portfolio | 171.1k $5.2m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 159.7k $4.8m | New |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.18% of their portfolio | 158.0k $4.8m | Added +813 |
| CENTAURUS FINANCIAL, INC. 0.22% of their portfolio | 152.0k $4.6m | Reduced -15.2k |
| Prime Capital Investment Advisors, LLC 0.05% of their portfolio | 146.1k $4.4m | Added +1.8k |
| Brookfield Corp /ON/ 0.01% of their portfolio | 134.6k $4.1m | Reduced -184.2k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 133.4k $4.0m | Added +2.3k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 130.3k $3.9m | Reduced -5.3k |
| Merit Financial Group, LLC 0.03% of their portfolio | 123.0k $3.7m | Added +8.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 116.6k $3.5m | Added +14.3k |
| Swiss National Bank 0.00% of their portfolio | 109.5k $3.3m | Added +48.2k |
| Lighthouse Investment Partners, LLC 0.12% of their portfolio | 109.5k $3.3m | Reduced -90.5k |
| OVERSEA-CHINESE BANKING Corp Ltd 0.09% of their portfolio | 104.3k $3.2m | Reduced -4.0k |
| STRS OHIO 0.01% of their portfolio | 104.2k $3.2m | Added +700 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 101.1k $3.1m | Reduced -735.2k |
| Verition Fund Management LLC 0.03% of their portfolio | 99.5k $3.0m | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 95.7k $2.9m | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 93.9k $2.8m | Added +76.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 92.4k $2.8m | Reduced -3.6k |
| NOMURA ASSET MANAGEMENT CO LTD 0.01% of their portfolio | 86.2k $2.6m | Added +3.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 83.5k $2.5m | Reduced -10.7k |
| Asset Management One Co., Ltd. 0.01% of their portfolio | 77.2k $2.3m | Added +384 |
| Invesco Ltd. 0.00% of their portfolio | 75.8k $2.3m | Added +52.8k |
| Man Group plc 0.00% of their portfolio | 75.7k $2.3m | Reduced -11.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 72.3k $2.2m | Added +19.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 71.9k $2.2m | Added +64.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 71.0k $2.1m | Added +33.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 69.7k $2.1m | Added +40.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 65.7k $2.0m | Added +33.0k |
| CITIGROUP INC 0.00% of their portfolio | 65.7k $2.0m | Added +15.9k |
| Paralel Advisors LLC 0.08% of their portfolio | 65.0k $2.0m | New |
| Sequent Planning LLC 0.47% of their portfolio | 64.6k $2.0m | Reduced -478 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 63.5k $1.9m | Reduced -3.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 61.3k $1.9m | Added +3.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 56.9k $1.7m | Reduced -1.8m |
| Allianz Asset Management GmbH 0.00% of their portfolio | 55.8k $1.7m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 55.8k $1.7m | Added +34.6k |
| PFG Investments, LLC 0.08% of their portfolio | 55.0k $1.7m | Reduced -2.9k |
| Premier Private Wealth Management LLC 1.74% of their portfolio | 54.5k $1.7m | Reduced -20.1k |
| Blue Sky Capital Consultants Group, Inc. 0.76% of their portfolio | 52.5k $1.6m | Added +18.1k |
| Vanguard Investments Australia, Ltd. 0.00% of their portfolio | 51.5k $1.6m | First filing |
| Ghisallo Capital Management LLC 0.04% of their portfolio | 50.0k $1.5m | Reduced -50.0k |
| Advisory Services Network, LLC 0.02% of their portfolio | 48.7k $1.5m | Reduced -1.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 48.2k $1.5m | Reduced -18.4k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 48.2k $1.5m | Added +38.3k |
| Jefferies Financial Group Inc. 0.02% of their portfolio | 47.5k $1.4m | New |
| AE Wealth Management LLC 0.01% of their portfolio | 46.2k $1.4m | Reduced -5.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 45.8k $1.4m | Added +2.4k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 42.6k $1.3m | Added +5.0k |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 42.1k $1.3m | Added +12.7k |
| SCOTIA CAPITAL INC. 0.00% of their portfolio | 39.8k $1.2m | New |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 37.9k $1.1m | Reduced -3.6k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 36.3k $1.1m | First filing |
| XTX Topco Ltd 0.02% of their portfolio | 35.7k $1.1m | Added +1.4k |