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/ | 05/15/2026 | 5.97 M | $180.76 M | 0.94% | 12.62% |
| BLACKROCK, INC. | 05/13/2026 | 5.14 M | $155.71 M | 48.18% | 10.87% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 3.43 M | $103.79 M | 330.78% | 7.25% |
| 05/08/2026 | 2.79 M | $84.41 M | 100.00% | 5.89% | |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 2.60 M | $78.61 M | 25.59% | 5.49% |
| PRUDENTIAL FINANCIAL INC | 05/13/2026 | 2.35 M | $71.25 M | -20.27% | 4.97% |
| 05/15/2026 | 2.18 M | $65.99 M | 100.00% | 4.61% | |
| STATE STREET CORP | 05/15/2026 | 2.16 M | $65.79 M | 88.70% | 4.57% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.44 M | $43.49 M | 42.65% | 3.04% |
| GOLDENTREE ASSET MANAGEMENT LP | 05/14/2026 | 1.33 M | $40.19 M | 14.02% | 2.81% |
| NUVEEN, LLC | 04/30/2026 | 1.14 M | $34.66 M | 110.76% | 2.42% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 981.44 K | $29.72 M | 23.56% | 2.07% |
| CONVERSANT CAPITAL LLC | 05/15/2026 | 857.72 K | $25.97 M | 100.00% | 1.81% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 846.64 K | $25.64 M | 7.63% | 1.79% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 04/28/2026 | 831.76 K | $25.19 M | -24.37% | 1.76% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 801.91 K | $24.28 M | 80.03% | 1.70% |
| ABRDN PLC | 04/29/2026 | 741.55 K | $22.45 M | -23.31% | 1.57% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 05/15/2026 | 732.74 K | $22.19 M | -6.73% | 1.55% |
| LONG POND CAPITAL, LP | 05/14/2026 | 613.46 K | $18.58 M | 100.00% | 1.30% |
| ZIMMER PARTNERS, LP | 05/15/2026 | 600.00 K | $18.17 M | -4.99% | 1.27% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 591.60 K | $17.91 M | 108.43% | 1.25% |
| NORTHERN TRUST CORP | 05/14/2026 | 540.34 K | $16.36 M | 72.43% | 1.14% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 05/14/2026 | 414.37 K | $12.55 M | -20.73% | 0.88% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 369.64 K | $11.19 M | 2.23% | 0.78% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/14/2026 | 356.17 K | $10.56 M | -16.13% | 0.75% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 352.61 K | $10.68 M | 100.00% | 0.75% |
| MORGAN STANLEY | 05/15/2026 | 343.96 K | $10.41 M | 154.71% | 0.73% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 316.18 K | $9.57 M | -29.28% | 0.67% |
| LPL FINANCIAL LLC | 05/06/2026 | 290.34 K | $8.79 M | 11.03% | 0.61% |
| UBS GROUP AG | 05/05/2026 | 271.52 K | $8.22 M | 40.16% | 0.57% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 05/13/2026 | 252.24 K | $7.64 M | 11.73% | 0.53% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 246.01 K | $7.45 M | -40.31% | 0.52% |
| PICTON MAHONEY ASSET MANAGEMENT | 05/13/2026 | 243.97 K | $7.39 M | 30.22% | 0.52% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 231.12 K | $7.00 M | 33.63% | 0.49% |
| CHILTON CAPITAL MANAGEMENT LLC | 05/11/2026 | 224.16 K | $6.81 M | 5.72% | 0.47% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 222.59 K | $6.74 M | 53.39% | 0.47% |
| JPMORGAN CHASE & CO | 05/13/2026 | 219.20 K | $6.53 M | -48.26% | 0.46% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 214.86 K | $6.51 M | 760.00% | 0.45% |
| CLEARBRIDGE INVESTMENTS, LLC | 05/13/2026 | 211.59 K | $6.41 M | 15.00% | 0.45% |
| DAIWA SECURITIES GROUP INC. | 05/13/2026 | 199.75 K | $6.05 M | -30.76% | 0.42% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 195.30 K | $5.91 M | 553.04% | 0.41% |
| SEI INVESTMENTS CO | 05/13/2026 | 188.15 K | $5.70 M | 12.70% | 0.40% |
| 1832 ASSET MANAGEMENT L.P. | 05/14/2026 | 187.70 K | $5.68 M | 78.66% | 0.40% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 187.51 K | $5.68 M | 2.64% | 0.40% |
| CI INVESTMENTS INC. | 05/13/2026 | 184.92 K | $5.60 M | -9.87% | 0.39% |
| CHOREO, LLC | 05/13/2026 | 178.74 K | $5.44 M | 90.70% | 0.38% |
| POLYMER CAPITAL MANAGEMENT (US) LLC | 05/14/2026 | 171.14 K | $5.18 M | 0.00% | 0.36% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 159.71 K | $4.84 M | 100.00% | 0.34% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 04/23/2026 | 157.99 K | $4.78 M | 0.52% | 0.33% |
| CENTAURUS FINANCIAL, INC. | 05/18/2026 | 152.02 K | $4.60 M | -9.09% | 0.32% |
Smartstop Self Storage REIT Inc institutional Ownership - FAQ's
During the previous two years, 297 institutional investors and hedge funds held shares of Smartstop Self Storage REIT Inc. The most heavily invested institutionals were:
PRICE T ROWE ASSOCIATES INC /MD/: 5.97 M
BlackRock, Inc.: 5.14 M
GOLDMAN SACHS GROUP INC: 3.43 M
PRINCIPAL FINANCIAL GROUP INC: 2.6 M
PRUDENTIAL FINANCIAL INC: 2.35 M
STATE STREET CORP: 2.16 M
91.68% of Smartstop Self Storage REIT Inc stock is owned by institutional investors.
Institutional investors have bought a total of 49.55 M shares in the last 24 months. This purchase volume represents approximately $1.58 B in transactions.