Smartstop Self Storage REIT Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 5.91 M | $182.97 M | 13.66% | 10.67% |
| VANGUARD GROUP INC | 01/29/2026 | 3.58 M | $110.67 M | 122.22% | 6.45% |
| BLACKROCK, INC. | 02/12/2026 | 3.47 M | $107.37 M | -7.52% | 6.26% |
| PRUDENTIAL FINANCIAL INC | 02/13/2026 | 2.95 M | $91.32 M | -7.23% | 5.32% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 2.07 M | $63.96 M | 10,361.86% | 3.73% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 1.82 M | $56.33 M | -7.82% | 3.28% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 1.41 M | $43.76 M | 18.26% | 2.55% |
| GOLDENTREE ASSET MANAGEMENT LP | 02/17/2026 | 1.17 M | $36.01 M | -1.33% | 2.10% |
| STATE STREET CORP | 02/13/2026 | 1.15 M | $35.62 M | 74.07% | 2.07% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 01/26/2026 | 1.10 M | $34.02 M | 14.61% | 1.98% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.01 M | $31.15 M | 41.18% | 1.82% |
| ABRDN PLC | 01/16/2026 | 966.94 K | $29.92 M | 18.27% | 1.74% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 836.26 K | $25.87 M | -6.52% | 1.51% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 795.70 K | $24.62 M | 28.97% | 1.44% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 794.29 K | $24.58 M | -3.45% | 1.43% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 786.61 K | $24.34 M | 72.93% | 1.42% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/17/2026 | 785.65 K | $24.31 M | -13.71% | 1.42% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 645.70 K | $19.98 M | -11.70% | 1.16% |
| ZIMMER PARTNERS, LP | 02/17/2026 | 631.50 K | $19.54 M | -25.94% | 1.14% |
| NUVEEN, LLC | 02/12/2026 | 543.12 K | $16.80 M | 161.10% | 0.98% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 02/13/2026 | 522.76 K | $16.17 M | 100.00% | 0.94% |
| RUSH ISLAND MANAGEMENT, LP | 02/17/2026 | 505.61 K | $15.64 M | 100.00% | 0.91% |
| SCHONFELD STRATEGIC ADVISORS LLC | 02/17/2026 | 505.20 K | $15.63 M | -47.20% | 0.91% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 447.12 K | $13.83 M | 203.76% | 0.81% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 445.43 K | $13.78 M | -8.50% | 0.80% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/13/2026 | 424.66 K | $13.27 M | -1.35% | 0.77% |
| JPMORGAN CHASE & CO | 02/11/2026 | 423.66 K | $13.11 M | 46.46% | 0.76% |
| JANUS HENDERSON GROUP PLC | 02/17/2026 | 412.12 K | $12.75 M | 13.75% | 0.74% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 02/10/2026 | 371.79 K | $11.50 M | 57.94% | 0.67% |
| BROOKFIELD CORP /ON/ | 02/13/2026 | 318.74 K | $9.86 M | 82.98% | 0.58% |
| NORTHERN TRUST CORP | 02/17/2026 | 313.37 K | $9.70 M | 16.04% | 0.57% |
| APG ASSET MANAGEMENT US INC. | 02/12/2026 | 293.37 K | $9.08 M | 100.00% | 0.53% |
| DAIWA SECURITIES GROUP INC. | 02/11/2026 | 288.47 K | $8.93 M | -16.54% | 0.52% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 283.84 K | $8.78 M | -5.06% | 0.51% |
| LPL FINANCIAL LLC | 02/11/2026 | 261.49 K | $8.09 M | 1,117.15% | 0.47% |
| BURKEHILL GLOBAL MANAGEMENT, LP | 02/17/2026 | 250.00 K | $7.74 M | 0.00% | 0.45% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 02/13/2026 | 225.75 K | $6.98 M | 100.00% | 0.41% |
| CHILTON CAPITAL MANAGEMENT LLC | 02/12/2026 | 212.04 K | $6.59 M | 1.95% | 0.38% |
| CI INVESTMENTS INC. | 02/12/2026 | 205.17 K | $6.35 M | 28.23% | 0.37% |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 02/17/2026 | 200.00 K | $6.19 M | 212.50% | 0.36% |
| UBS GROUP AG | 01/29/2026 | 193.73 K | $5.99 M | -25.43% | 0.35% |
| PICTON MAHONEY ASSET MANAGEMENT | 02/11/2026 | 187.35 K | $5.80 M | 2.86% | 0.34% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/11/2026 | 184.00 K | $5.69 M | -7.53% | 0.33% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 182.69 K | $5.65 M | 918.82% | 0.33% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 172.95 K | $5.35 M | 82.78% | 0.31% |
| POLYMER CAPITAL MANAGEMENT (US) LLC | 02/17/2026 | 171.14 K | $5.30 M | 0.00% | 0.31% |
| CENTAURUS FINANCIAL, INC. | 02/13/2026 | 167.21 K | $5.17 M | 4,277.17% | 0.30% |
| SEI INVESTMENTS CO | 02/13/2026 | 166.95 K | $5.17 M | 25.24% | 0.30% |
| MAVERICK CAPITAL LTD | 02/13/2026 | 159.56 K | $4.94 M | 70.48% | 0.29% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 01/28/2026 | 157.18 K | $4.86 M | 5.31% | 0.28% |
Smartstop Self Storage REIT Inc institutional Ownership - FAQ's
During the previous two years, 295 institutional investors and hedge funds held shares of Smartstop Self Storage REIT Inc. The most heavily invested institutionals were:
PRINCIPAL FINANCIAL GROUP INC: 2.6 M
Nuveen, LLC: 1.14 M
DUFF & PHELPS INVESTMENT MANAGEMENT CO: 831,755
abrdn plc: 741,547
INDEPENDENT FINANCIAL GROUP, LLC: 353,009
VANGUARD FIDUCIARY TRUST CO: 352,609
83.00% of Smartstop Self Storage REIT Inc stock is owned by institutional investors.
Institutional investors have bought a total of 46.25 M shares in the last 24 months. This purchase volume represents approximately $1.47 B in transactions.