Fund shareholders of Smartstop Self Storage REIT Inc
ISIN US83192D4025 · United States · LEI 549300EC266625K12S42
- Fund shareholders
- 195
- Of which ETFs
- 32 163 other funds
- Value held
- 605.8M $
- Share of capital
- 35.2 % of 55.4M shares on Aug 5, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Nuveen Short-Term REIT ETF NuShares ETF Trust | 16,782 | 508.2K $ | 1.70 % | 0.03 % | as of Mar 31, 2026 ↗ |
| JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 16,317 | 544.2K $ | 0.05 % | 0.03 % | as of Feb 28, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 16,241 | 491.8K $ | 0.05 % | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 14,938 | 452.3K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 14,416 | 436.5K $ | 0.06 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Franklin Global Real Estate VIP Fund Franklin Templeton Variable Insurance Products Trust | 14,296 | 432.9K $ | 0.43 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Real Estate Securities Select Fund TIAA-CREF Life Funds | 14,234 | 431K $ | 0.71 % | 0.03 % | as of Mar 31, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 13,849 | 419.3K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 13,016 | 394.1K $ | 0.31 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS | 12,916 | 391.1K $ | 0.04 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 12,667 | 422.4K $ | 0.03 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Carillon Chartwell Small Cap Value Fund Carillon Series Trust | 10,997 | 333K $ | 0.81 % | 0.02 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 10,891 | 329.8K $ | 0.06 % | 0.02 % | as of Mar 31, 2026 ↗ |
| PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds | 10,755 | 325.7K $ | 0.06 % | 0.02 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 10,425 | 315.7K $ | 0.03 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 10,043 | 304.1K $ | 0.06 % | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 9,768 | 307.5K $ | 0.03 % | 0.02 % | as of Apr 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 9,609 | 302.5K $ | 0.02 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 9,404 | 296K $ | 0.01 % | 0.02 % | as of Apr 30, 2026 ↗ |
| MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 9,378 | 284K $ | 0.11 % | 0.02 % | as of Mar 31, 2026 ↗ |
| MFS New Discovery Value Portfolio MFS VARIABLE INSURANCE TRUST III | 9,132 | 276.5K $ | 0.64 % | 0.02 % | as of Mar 31, 2026 ↗ |
| abrdn Real Estate Fund abrdn Funds | 9,015 | 283.8K $ | 0.73 % | 0.02 % | as of Apr 30, 2026 ↗ |
| SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST | 8,967 | 282.3K $ | 0.02 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Principal Real Estate Active Opportunities ETF Principal Exchange-Traded Funds | 8,809 | 266.7K $ | 1.13 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 8,510 | 267.9K $ | 0.07 % | 0.02 % | as of Apr 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 8,367 | 253.4K $ | 0.06 % | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Developed Real Estate Index Fund BlackRock Funds | 7,994 | 251.7K $ | 0.08 % | 0.01 % | as of Apr 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 7,763 | 235.1K $ | 0.06 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Guardian All Cap Core VIP Fund Guardian Variable Products Trust | 7,213 | 218.4K $ | 0.11 % | 0.01 % | as of Mar 31, 2026 ↗ |
| First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund | 7,031 | 212.9K $ | 0.14 % | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. | 6,852 | 207.5K $ | 0.16 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,552 | 198.4K $ | 0.06 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Value Fund VALIC Co I | 6,492 | 216.5K $ | 0.08 % | 0.01 % | as of Feb 28, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 6,462 | 195.7K $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 6,333 | 199.4K $ | 0.03 % | 0.01 % | as of Apr 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 6,061 | 190.8K $ | 0.05 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust | 6,037 | 190K $ | 0.10 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 5,903 | 178.7K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 5,562 | 175.1K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. | 5,346 | 168.3K $ | 0.02 % | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 5,134 | 161.6K $ | 0.02 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Wilmington Real Asset Fund Wilmington Funds | 4,992 | 157.1K $ | 0.03 % | 0.01 % | as of Apr 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 4,555 | 137.9K $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PIMCO Inflation Response Multi-Asset Fund PIMCO Funds | 4,503 | 136.4K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Global Real Estate Securities Fund RUSSELL INVESTMENT CO | 4,477 | 140.9K $ | 0.03 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 4,398 | 133.2K $ | 0.04 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 4,319 | 136K $ | 0.05 % | 0.01 % | as of Apr 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,200 | 140.1K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 4,200 | 127.2K $ | 0.06 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/T. Rowe Price Balanced Fund JNL Series Trust | 4,179 | 126.5K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 4,080 | 123.5K $ | 0.10 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 4,011 | 133.8K $ | 0.05 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 3,883 | 129.5K $ | 0.12 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 3,862 | 116.9K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 3,199 | 96.9K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nuveen Global Real Estate Securities Fund Nuveen Investment Trust V | 2,914 | 88.2K $ | 0.18 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,678 | 81.1K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 2,497 | 83.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 2,438 | 76.7K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 2,410 | 73K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,403 | 80.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | 2,313 | 70K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,928 | 64.3K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,921 | 64.1K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 1,816 | 57.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,711 | 51.8K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,500 | 45.4K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,352 | 45.1K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 1,324 | 41.7K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,322 | 40K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MFS Global Alternative Strategy Fund MFS Series Trust XV | 1,298 | 40.9K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| 1290 VT Real Estate Portfolio EQ Advisors Trust | 1,129 | 34.2K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,046 | 32.9K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 869 | 26.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 659 | 20.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 627 | 19.7K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 618 | 20.6K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 612 | 18.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| American Century Small Cap Value Insights ETF American Century ETF Trust | 608 | 20.3K $ | 0.23 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 565 | 17.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 496 | 15K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 298 | 9.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 273 | 8.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 220 | 6.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 214 | 6.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 186 | 5.6K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 141 | 4.3K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 126 | 3.8K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 102 | 3.2K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 75 | 2.3K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 68 | 2.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 56 | 1.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 32 | 1.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 14 | 423.9 $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 10 | 333.5 $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| SRH REIT Covered Call ETF Elevation Series Trust | 4.03 % | as of Apr 30, 2026 ↗ |
| AlphaCentric Real Income Fund MUTUAL FUND SERIES TRUST | 2.11 % | as of Mar 31, 2026 ↗ |
| PGIM Real Estate Income Fund Prudential Investment Portfolios 9 | 1.92 % | as of Apr 30, 2026 ↗ |
| PGIM US Real Estate Fund Prudential Investment Portfolios 12 | 1.83 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Global Real Estate Fund, Inc. T. ROWE PRICE GLOBAL REAL ESTATE FUND, INC. | 1.71 % | as of Mar 31, 2026 ↗ |
| Nuveen Short-Term REIT ETF NuShares ETF Trust | 1.70 % | as of Mar 31, 2026 ↗ |
| Dunham Real Estate Stock Fund Dunham Funds | 1.21 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. | 1.15 % | as of Mar 31, 2026 ↗ |
| Principal Real Estate Active Opportunities ETF Principal Exchange-Traded Funds | 1.13 % | as of Mar 31, 2026 ↗ |
| abrdn U.S. Small Cap Equity Fund abrdn Funds | 1.10 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 195 | -2 | 19,482,978 | +16.0 % |
| 2026Q1 | 197 | +15 | 16,788,582 | +13.4 % |
| 2025Q4 | 182 | +24 | 14,806,347 | +16.3 % |
| 2025Q3 | 158 | +134 | 12,735,928 | +825.1 % |
| 2025Q2 | 24 | 1,376,774 |
Institutional managers
249 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 5,969,543 | 180.8K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 5,142,310 | 155.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 3,427,727 | 103.8M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 2,596,133 | 78.6M $ | as of Mar 31, 2026 |
| PRUDENTIAL FINANCIAL INC | 2,353,036 | 71.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,163,288 | 65.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,435,868 | 43.5M $ | as of Mar 31, 2026 |
| GOLDENTREE ASSET MANAGEMENT LP | 1,329,575 | 40.2M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 1,144,690 | 34.7M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 981,442 | 29.7M $ | as of Mar 31, 2026 |
| Conversant Capital LLC | 857,715 | 26M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 846,639 | 25.6M $ | as of Mar 31, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 831,755 | 25.2M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 801,910 | 24.3K $ | as of Mar 31, 2026 |
| Aberdeen Group plc | 741,547 | 22.5M $ | as of Mar 31, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 732,744 | 22.2M $ | as of Mar 31, 2026 |
| Long Pond Capital, LP | 613,458 | 18.6M $ | as of Mar 31, 2026 |
| Zimmer Partners, LP | 600,000 | 18.2M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 591,604 | 17.9M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 540,342 | 16.4M $ | as of Mar 31, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 414,374 | 12.5M $ | as of Mar 31, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | 369,641 | 11.2M $ | as of Mar 31, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 356,174 | 10.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 343,955 | 10.4M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 316,180 | 9.6M $ | as of Mar 31, 2026 |
Declared shareholders of Smartstop Self Storage REIT Inc
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 9.30 % | 5,139,424 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 5.07 % | 2,809,046 | as of Mar 31, 2026 · SCHEDULE 13G |
| PRUDENTIAL FINANCIAL INC | 4.30 % | 2,353,036 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Smartstop Self Storage REIT Inc". https://titelia.com/en/stocks/smartstop-self-storage-reit-inc-US83192D4025