SmartStop Self Storage REIT, Inc. (SMA) Ownership
SMA ownership summary
as of October 18, 2026- Institutions
- 101.4% of shares outstanding
- Insiders
- 0.42% of shares outstanding
- Shares outstanding
- 55.4M
- Float
- 55.1M shares available to trade
- Short interest
- 12.39% 6.1M shares short
- Days to cover
- 7.79 short interest up 34.1% vs prior month
- Institutions 101.45%
- Insiders 0.42%
SMA top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 9.43% | 5.4M | $185.0M | +273,964 (+5.3%) | June 30, 2026 |
| 2 | T. Rowe Price Associates, Inc. | 9.18% | 5.3M | $180.0M | −698,822 (−11.7%) | June 30, 2026 |
| 3 | Principal Financial Group Inc | 5.58% | 3.2M | $109.5M | +609,652 (+23.5%) | June 30, 2026 |
| 4 | Vanguard Portfolio Management, LLC | 5.05% | 2.9M | $99.1M | +112,013 (+4.0%) | June 30, 2026 |
| 5 | The Goldman Sachs Group Inc | 4.78% | 2.7M | $93.8M | −682,978 (−19.9%) | June 30, 2026 |
| 6 | Vanguard Capital Management, LLC | 4.12% | 2.4M | $80.9M | +187,815 (+8.6%) | June 30, 2026 |
| 7 | State Street Corp | 3.91% | 2.2M | $76.7M | +81,114 (+3.7%) | June 30, 2026 |
| 8 | NORGES BANK | 2.84% | 1.6M | $55.7M | +1.6M (0.0%) | June 30, 2026 |
| 9 | Geode Capital Management, LLC | 2.74% | 1.6M | $53.8M | +138,338 (+9.6%) | June 30, 2026 |
| 10 | CenterSquare Investment Management LLC | 2.47% | 1.4M | $48.4M | +1.4M (0.0%) | June 30, 2026 |
| 11 | T. Rowe Price Investment Management,Inc. | 1.88% | 1.1M | $36.9M | +278,044 (+34.7%) | June 30, 2026 |
| 12 | Prudential Financial Inc | 1.80% | 1.0M | $35.3M | −1.3M (−56.0%) | June 30, 2026 |
| 13 | Duff & Phelps Inv Mgmt Co (IL) | 1.68% | 967K | $33.0M | +135,273 (+16.3%) | June 30, 2026 |
| 14 | Alyeska Investment Group, L.P. | 1.67% | 957K | $32.7M | +956,577 (0.0%) | June 30, 2026 |
| 15 | Massachusetts Financial Services Company | 1.62% | 933K | $31.9M | −48,683 (−5.0%) | June 30, 2026 |
| 16 | Charles Schwab Investment Management Inc | 1.56% | 897K | $30.6M | +50,260 (+5.9%) | June 30, 2026 |
| 17 | Irenic Capital Management LP | 1.53% | 877K | $29.9M | +876,608 (0.0%) | June 30, 2026 |
| 18 | Nuveen, LLC | 1.48% | 851K | $29.1M | −293,437 (−25.6%) | June 30, 2026 |
| 19 | Silvercrest Asset Management Group LLC | 1.18% | 676K | $23.1M | −56,970 (−7.8%) | June 30, 2026 |
| 20 | Northern Trust Corp | 1.01% | 580K | $19.8M | +39,580 (+7.3%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 14 holders added 6.8M shares and 6 cut 3.1M.
SMA top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard Real Estate Index Investor | 3.63% | 2.1M | $71.1M | −24,168 (−1.1%) | August 31, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 2.92% | 1.7M | $57.4M | — | August 31, 2026 |
| 3 | T. Rowe Price Real Assets | 2.80% | 1.6M | $54.8M | — | August 31, 2026 |
| 4 | iShares Russell 2000 ETF | 2.48% | 1.4M | $48.5M | −16,384 (−1.1%) | September 30, 2026 |
| 5 | Principal Real Estate Securities R5 | 2.40% | 1.4M | $47.0M | — | August 31, 2026 |
| 6 | Fidelity Small Cap Index | 1.09% | 624K | $21.3M | +5,436 (+0.9%) | July 31, 2026 |
| 7 | T. Rowe Price Small-Cap Value | 0.91% | 524K | $17.9M | +25,673 (+5.2%) | August 31, 2026 |
| 8 | iShares Russell 2000 Value ETF | 0.90% | 519K | $17.7M | +788 (+0.2%) | September 30, 2026 |
| 9 | Natixis Vaughan Nelson Small Cap A | 0.88% | 507K | $17.3M | +53,810 (+11.9%) | August 31, 2026 |
| 10 | Bridge Builder Small/Mid Cap Value | 0.86% | 496K | $16.9M | — | September 30, 2026 |
| 11 | Schwab US REIT ETF™ | 0.76% | 435K | $14.9M | +225 (+0.1%) | September 30, 2026 |
| 12 | MFS New Discovery Value I | 0.76% | 433K | $14.8M | −7,317 (−1.7%) | August 31, 2026 |
| 13 | PGIM Jennison Small Company A | 0.70% | 402K | $13.7M | +107,166 (+36.4%) | August 31, 2026 |
| 14 | Vanguard Real Estate II Index | 0.64% | 368K | $12.6M | −1,011 (−0.3%) | August 31, 2026 |
| 15 | GS Glb Sm Cp CORE Eq Base Inc USD Snap | 0.57% | 326K | $11.1M | +41,584 (+14.6%) | July 31, 2026 |
| 16 | Vanguard Russell 2000 ETF | 0.57% | 325K | $11.1M | +7,606 (+2.4%) | August 31, 2026 |
| 17 | Schroder US Smaller Companies Acc | 0.56% | 320K | $10.9M | +29,217 (+10.1%) | August 31, 2026 |
| 18 | Schwab US Small-Cap ETF™ | 0.51% | 291K | $10.0M | +189 (+0.1%) | September 30, 2026 |
| 19 | Fidelity Extended Market Index | 0.49% | 280K | $9.6M | −6,495 (−2.3%) | August 31, 2026 |
| 20 | PGIM Global Real Estate Z | 0.44% | 252K | $8.6M | — | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
SMA insider transactions
latest 5| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-16 | David J Mueller | Sell | $31.78 | 425 | $13,506 |
| 2026-03-18 | Kevin Hern | Sell | $33.04 | — | — |
| 2026-03-16 | David J Mueller | Sell | $32.81 | 425 | $13,944 |
| 2025-11-17 | H. Michael Schwartz | Buy | $31.71 | 6,250 | $198,188 |
| 2025-11-14 | Nicholas Look | Sell | $32.85 | 458 | $15,045 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
SMA shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns SMA
Institutional investors own 101.4% of SmartStop Self Storage REIT's shares and insiders 0.42%. The largest holder is BlackRock Inc with 9.43% of the shares (5.4M), as of June 30, 2026. Among the top 20 institutions, 14 added shares and 6 reduced their stake in the latest filings. Short interest is 12.39% of the float, or 7.79 days of average trading volume. The share count rose 5,443.8% since 2014.
Related: SMA analyst forecast, SMA key metrics, SMA dividend history. See the SMA stock overview for the latest quote and news.
SMA ownership FAQ
Who owns the most SmartStop Self Storage REIT stock?
The largest shareholders of SmartStop Self Storage REIT are BlackRock Inc (9.43%), T. Rowe Price Associates, Inc. (9.18%), Principal Financial Group Inc (5.58%), Vanguard Portfolio Management, LLC (5.05%), The Goldman Sachs Group Inc (4.78%).
What percentage of SmartStop Self Storage REIT is owned by institutions?
Institutions hold 101.4% of SmartStop Self Storage REIT's shares outstanding; insiders hold 0.42%.
Which funds own SmartStop Self Storage REIT?
The largest fund holders of SmartStop Self Storage REIT are Vanguard Real Estate Index Investor (3.63%), Vanguard MStar Total Stk Mkt Idx Invest (2.92%), T. Rowe Price Real Assets (2.80%), iShares Russell 2000 ETF (2.48%), Principal Real Estate Securities R5 (2.40%).
What is SmartStop Self Storage REIT's short interest?
6.1M shares of SmartStop Self Storage REIT were sold short, 12.39% of the float; at the average daily volume it would take 7.79 days to cover.
Are insiders buying or selling SmartStop Self Storage REIT?
Of the latest 5 reported insider transactions in SmartStop Self Storage REIT (since November 14, 2025), 1 were purchases and 4 were sales.
How many shares of SmartStop Self Storage REIT are outstanding?
SmartStop Self Storage REIT has 55.4M shares outstanding, of which 55.1M are in the public float.