| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 19% | +109% | $183,105,243 | +$26,062,765 | 5,913,679 | +17% | T. Rowe Price Associates, Inc. | 31 Dec 2025 |
| PRUDENTIAL FINANCIAL INC | 5.1% | -55% | $94,387,944 | -$21,676,511 | 2,820,076 | -19% | PRUDENTIAL FINANCIAL INC | 30 Nov 2025 |
| BlackRock, Inc. | 7.5% | $84,169,260 | 2,338,035 | BlackRock, Inc. | 30 Jun 2025 | |||
| DEUTSCHE BANK AG\ | 6.7% | $76,109,460 | 2,067,630 | DEUTSCHE BANK AG\ | 30 Jun 2025 | |||
| VANGUARD GROUP INC | 5% | $56,371,248 | 1,565,868 | The Vanguard Group | 30 Jun 2025 | |||
| BlackRock Portfolio Management LLC | 3.6% | -35% | $42,490,328 | -$24,348,335 | 1,128,903 | -36% | BlackRock Portfolio Management LLC | 30 Sep 2025 |
| MILLENNIUM MANAGEMENT LLC | 1.2% | -78% | $13,297,752 | -$43,712,208 | 369,382 | -77% | Millennium Management LLC | 30 Jun 2025 |
As of 30 Sep 2025, 157 institutional investors reported holding 37,654,104 shares of SmartStop Self Storage REIT, Inc. - REIT (SMA). This represents 121% of the company’s total 31,124,626 outstanding shares.
The largest institutional shareholders of SmartStop Self Storage REIT, Inc. - REIT (SMA) together control 97% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 17% | 5,202,808 | +12% | 0.02% | $195,836,000 |
| BlackRock, Inc. | 12% | 3,752,303 | -8.8% | 0% | $141,236,671 |
| PRUDENTIAL FINANCIAL INC | 10% | 3,181,365 | +4.1% | 0.14% | $119,746,579 |
| DEUTSCHE BANK AG\ | 6.3% | 1,974,996 | -4.5% | 0.02% | $74,338,849 |
| VANGUARD GROUP INC | 5.2% | 1,609,601 | +2.8% | 0% | $60,585,381 |
| WELLINGTON MANAGEMENT GROUP LLP | 3.8% | 1,196,065 | +24% | 0.01% | $45,019,887 |
| GOLDENTREE ASSET MANAGEMENT LP | 3.8% | 1,181,767 | +24% | 3.7% | $44,392,992 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 3.1% | 959,547 | +0.32% | 0.41% | $36,117,349 |
| Schonfeld Strategic Advisors LLC | 3.1% | 956,893 | +91% | 0.25% | $36,017,450 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 2.9% | 910,486 | 0.23% | $34,270,693 | |
| Russell Investments Group, Ltd. | 2.9% | 894,621 | +3.7% | 0.04% | $33,673,593 |
| Zimmer Partners, LP | 2.7% | 852,665 | +1.7% | 0.78% | $32,094,311 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.6% | 822,700 | -15% | 0.01% | $30,966,428 |
| Aberdeen Group plc | 2.6% | 817,545 | +77% | 0.05% | $30,416,762 |
| AMERICAN CENTURY COMPANIES INC | 2.3% | 731,263 | +8.8% | 0.01% | $27,524,739 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 712,947 | +6.8% | 0% | $26,841,001 |
| STATE STREET CORP | 2.1% | 658,593 | +47% | 0% | $24,873,823 |
| GOLDMAN SACHS GROUP INC | 2% | 616,960 | +4.6% | 0% | $23,222,381 |
| Allspring Global Investments Holdings, LLC | 1.8% | 547,365 | +50% | 0.03% | $21,029,764 |
| T. Rowe Price Investment Management, Inc. | 1.6% | 486,794 | -6.2% | 0.01% | $18,323,000 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5% | 454,882 | +2.8% | 0% | $17,121,758 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1.4% | 430,475 | 0.01% | $15,978,583 | |
| Gillson Capital LP | 1.3% | 413,127 | +11% | 1.3% | $15,550,000 |
| Point72 Asset Management, L.P. | 1.3% | 409,642 | +4622% | 0.03% | $15,418,915 |
| JANUS HENDERSON GROUP PLC | 1.2% | 362,296 | +3.8% | 0.01% | $13,636,481 |