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SmartStop Self Storage REIT, Inc.• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
70
Partial Q3 2026
Total 13F value
$161.4M
Filed positions so far
New positions
13
This quarter
Sold positions
3
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Principal Financial Group Inc

$105.1M3.27M0.05%+1.9%

Independent Financial Group, Llc

$11.7M362.6K0.21%-3.2%

Chilton Capital Management Llc

$7.1M220.6K0.22%+1.5%

Choreo, Llc

$6.4M200.2K0.07%-0.2%

Cambridge Investment Research Advisors, Inc.

$3.6M112.6K0.01%-4.6%

Commonwealth Equity Services, Llc

$3.1M96.9K0.00%-12.7%

Kestra Advisory Services, Llc

$2.7M82.9K0.01%+12.2%

Asset Management One Co., Ltd.

$2.4M75.6K0.01%-5.4%

Prime Capital Investment Advisors, Llc

$2M60.6K0.02%-50.5%

Sumitomo Mitsui Trust Group, Inc.

$1.7M54.3K0.00%-9.2%

State Of Alaska, Department Of Revenue

$1.4M44.1K0.01%+4.6%

Vanderbilt University

$1.1M34.3K0.13%-3.6%

Daiwa Securities Group Inc.

$804K25.0K0.00%+1.6%

Apollon Wealth Management, Llc

$739K22.9K0.01%-6.2%

Seven Hills Financial, Llc

$723K22.5K0.44%New Position

Krilogy Financial Llc

$714K21.8K0.02%+0.6%

Centerbook Partners Lp

$598K18.6K0.03%New Position

Mbl Wealth, Llc

$596K18.5K0.04%New Position

Blue Sky Capital Consultants Group, Inc.

$545K16.9K0.23%-27.4%

Freedom Day Solutions, Llc

$528K16.4K0.12%Unchanged

Creative Planning

$514K16.0K0.00%+0.4%

Truewealth Advisors, Llc

$514K16.0K0.12%-20.0%

Strs Ohio

$499K15.5K0.00%-80.4%

Dekabank Deutsche Girozentrale

$435K13.4K0.00%New Position

Sumitomo Mitsui Ds Asset Management Company, Ltd

$419K13.0K0.00%Unchanged

Capital Square, Llc

$361K11.2K0.16%-9.3%

Ifm Investors Pty Ltd

$360K11.2K0.00%+23.9%

Beacon Capital Management, Llc

$346K10.7K0.05%-34.5%

Signature Equity Partners, Llc

$340K10.6K0.12%+108.2%

Achmea Investment Management B.V.

$329K10.2K0.00%New Position

Wealth Enhancement Advisory Services, Llc

$306K9.4K0.00%+21.2%

Castleview Partners, Llc

$290K9.0K0.13%-14.5%

Etesian Wealth Advisors, Inc.

$235K7.3K0.07%-7.7%

Balboa Wealth Partners

$230K7.1K0.03%Unchanged

Proshare Advisors Llc

$228K7.1K0.00%-4.1%

Bridgeport Financial Solutions, Llc

$217K6.7K0.05%-26.4%

Unisuper Management Pty Ltd

$213K6.6K0.00%Unchanged

Openarc Corporate Advisory, Llc

$210K6.5K0.00%New Position

Augustine Asset Management Inc

$210K6.5K0.05%Unchanged

Brookstone Capital Management

$206K6.4K0.00%-0.0%

Rockland Trust Co

$206K6.4K0.01%Unchanged

Cx Institutional

$197K6.1K0.01%-13.4%

Triumph Capital Management

$146K4.5K0.03%Unchanged

Kbc Group Nv

$96K3.0K0.00%+82.9%

Raleigh Capital Management Inc.

$84K2.6K0.03%-2.1%

Versant Capital Management, Inc

$84K2.6K0.01%+489.3%

Assetmark, Inc

$64K2.0K0.00%+16.1%

Nfsg Corp

$64K2.0K0.01%Unchanged

Canton Hathaway, Llc

$40K1.3K0.01%Unchanged

Corecap Advisors, Llc

$39K1.2K0.00%Unchanged

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