$SMA

$35.18 -$0.46 (1.29%) Close

$SMA Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 55.4M shares outstanding

Who owns SMA?

By type of holder

Institutions 92.2% Insiders 0.4% Everyone else 7.4%

Concentration Top 10 holders own 53.6%

Price T Rowe Associates Inc /MD/ 9.5% · BlackRock, Inc. 9.8%

Institutional ownership

92.2%

+0.8 pts vs last qtr

Institutional holders

259

+3 vs last qtr

Net shares bought

+428.5K

by institutions in Q2 2026

New / sold out

37 / 34

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +1.6M
Centersquare Investment Management LLC NEW +1.4M

Biggest sellers in Q2 2026

Prudential Financial Inc −1.3M
Conversant Capital LLC SOLD OUT −857.7K

Who is planning to sell?

Notices of proposed sale, last 12 months

$110K

8 notices from 1 person

Shares covered

3.4K

0.01% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Mueller David J Director 10b5-1 $110K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2022

+54.4%

+24.26% a year

Each share's claim on the business

−35.2%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $8.61M

over 3 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years71% Under 1 year29%

Quarterly turnover

17.5%

of institutional shares changed hands

Top 10 managers, median time held

1 year

Super Investors

Investment managers reporting SMA on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
PT Price T Rowe Associates Inc /MD/	5.3M	9.52%	−698.8K (−11.7%)	2025	0.0%
Shares held by quarter Peak holding6.0M (Q1'26) Change over 8 quarters+5.3M Share of the company9.520% Price T Rowe Associates Inc /MD/'s full portfolio →
B BlackRock, Inc.	5.4M	9.78%	+274.0K (+5.3%)	2025	0.0%
Shares held by quarter Peak holding5.4M (Q2'26) Change over 8 quarters+5.4M Share of the company9.780% BlackRock, Inc.'s full portfolio →

Price T Rowe Associates Inc /MD/

5.3M

% of company

9.52%

Change vs last qtr

−698.8K (−11.7%)

Held since

2025

BlackRock, Inc.

5.4M

% of company

9.78%

Change vs last qtr

+274.0K (+5.3%)

Held since

2025

28 more super investors behind a free account

See every manager holding SmartStop Self Storage REIT Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SMA on Form N-PORT; together they hold 38.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VR Vanguard Real Estate Index Fund Vanguard Specialized Funds	$70.6M	2.1M	3.80%	0.10%	July 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$54.6M	1.7M	3.03%	0.00%	June 30, 2026

Vanguard Real Estate Index Fund

Vanguard Specialized Funds

Position value

$70.6M

% of company

3.80%

% of the fund

0.10%

As of

July 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$54.6M

% of company

3.03%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding SmartStop Self Storage REIT Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
HM H. Michael Schwartz 5%+ holder 13D · 4.8%	2.8M	5.12%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company5.120% Disclosed stake13D · 4.8% View the 13D/G filing →
PH Perry Harold Insider	12.7K	0.02%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.020% Perry Harold's insider activity →

H. Michael Schwartz

5%+ holder13D · 4.8%

2.8M

% of company

5.12%

Change vs last qtr

—

Held since

—

Perry Harold

Insider

12.7K

% of company

0.02%

Change vs last qtr

—

Held since

—

7 more holders behind a free account

See every insider and 5%+ holder of SmartStop Self Storage REIT Inc.

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