Fund shareholders of Smartstop Self Storage REIT Inc
ISIN US83192D4025 · United States · LEI 549300EC266625K12S42
- Fund shareholders
- 188
- Of which ETFs
- 32 156 other funds
- Value held
- 628.5M $
- Share of capital
- 34.7 % of 55.4M shares on Aug 5, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 13,130 | 426.7K $ | 0.29 % | 0.02 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 11,953 | 388.5K $ | 0.05 % | 0.02 % | as of Jun 30, 2026 ↗ |
| SIMT Real Estate Fund SEI INSTITUTIONAL MANAGED TRUST | 11,940 | 388.1K $ | 0.51 % | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 11,688 | 392K $ | 0.04 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 11,126 | 361.6K $ | 0.05 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Principal Real Estate Active Opportunities ETF Principal Exchange-Traded Funds | 10,677 | 347K $ | 1.35 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Carillon Chartwell Small Cap Value Fund Carillon Series Trust | 10,601 | 344.5K $ | 0.74 % | 0.02 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 10,425 | 338.8K $ | 0.03 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Nuveen Life Real Estate Securities Select Fund TIAA-CREF Life Funds | 10,059 | 326.9K $ | 0.50 % | 0.02 % | as of Jun 30, 2026 ↗ |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 9,783 | 328.1K $ | 0.06 % | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 9,609 | 322.3K $ | 0.02 % | 0.02 % | as of Jul 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 9,400 | 293.8K $ | 0.02 % | 0.02 % | as of May 31, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 9,268 | 301.2K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. | 9,220 | 299.7K $ | 0.21 % | 0.02 % | as of Jun 30, 2026 ↗ |
| MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 9,153 | 297.5K $ | 0.10 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 9,133 | 296.8K $ | 0.13 % | 0.02 % | as of Jun 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 8,741 | 284.1K $ | 0.06 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 8,734 | 292.9K $ | 0.07 % | 0.02 % | as of Jul 31, 2026 ↗ |
| MFS New Discovery Value Portfolio MFS VARIABLE INSURANCE TRUST III | 8,604 | 279.6K $ | 0.60 % | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 8,564 | 278.3K $ | 0.06 % | 0.02 % | as of Jun 30, 2026 ↗ |
| SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST | 8,532 | 286.2K $ | 0.02 % | 0.02 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,518 | 276.8K $ | 0.06 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 8,466 | 275.1K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares Developed Real Estate Index Fund BlackRock Funds | 8,459 | 283.7K $ | 0.09 % | 0.02 % | as of Jul 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 7,458 | 242.4K $ | 0.06 % | 0.01 % | as of Jun 30, 2026 ↗ |
| First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund | 7,321 | 237.9K $ | 0.13 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust | 6,998 | 234.7K $ | 0.11 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Guardian All Cap Core VIP Fund Guardian Variable Products Trust | 6,893 | 224K $ | 0.10 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 6,534 | 212.4K $ | 0.05 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 6,392 | 214.4K $ | 0.06 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 6,375 | 213.8K $ | 0.03 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Wilmington Real Asset Fund Wilmington Funds | 5,817 | 195.1K $ | 0.04 % | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 5,562 | 186.5K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. | 5,346 | 179.3K $ | 0.02 % | 0.01 % | as of Jul 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 5,126 | 166.6K $ | 0.05 % | 0.01 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 4,931 | 160.3K $ | 0.11 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 4,919 | 165K $ | 0.06 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,632 | 144.8K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 4,560 | 148.2K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 4,517 | 146.8K $ | 0.06 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 4,452 | 149.3K $ | 0.16 % | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 4,306 | 144.4K $ | 0.02 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 3,797 | 123.4K $ | 0.06 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 3,467 | 108.3K $ | 0.04 % | 0.01 % | as of May 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 3,370 | 105.3K $ | 0.02 % | 0.01 % | as of May 31, 2026 ↗ |
| PIMCO All Asset: Multi-Real Fund PIMCO FUNDS | 3,306 | 107.4K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| State Street Real Estate Securities V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 3,200 | 104K $ | 0.50 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 3,063 | 99.5K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| COMMONWEALTH REAL ESTATE SECURITIES FUND Commonwealth International Series Trust | 3,000 | 100.6K $ | 0.64 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 2,758 | 89.6K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 2,620 | 81.9K $ | 0.04 % | 0.00 % | as of May 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 2,534 | 85K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,398 | 77.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | 2,321 | 75.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 2,075 | 64.8K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 2,049 | 64K $ | 0.03 % | 0.00 % | as of May 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,978 | 64.3K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,600 | 52K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nuveen Global Real Estate Securities Fund Nuveen Investment Trust V | 1,546 | 50.2K $ | 0.19 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,426 | 46.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,358 | 44.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 1,284 | 43.1K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| MFS Global Alternative Strategy Fund MFS Series Trust XV | 1,134 | 38K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| 1290 VT Real Estate Portfolio EQ Advisors Trust | 1,120 | 36.4K $ | 0.09 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 | 1,036 | 34.7K $ | 0.30 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 862 | 28K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 727 | 24.4K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PIMCO RealEstateRealReturn Strategy Fund PIMCO FUNDS | 665 | 21.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 659 | 22.1K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 618 | 19.3K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 612 | 19.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 590 | 19.2K $ | 0.08 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 565 | 18.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 496 | 16.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 315 | 10.6K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 304 | 9.9K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 232 | 7.5K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 220 | 7.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 214 | 7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 152 | 4.9K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 140 | 4.6K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 84 | 2.7K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 70 | 2.3K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 56 | 1.9K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 52 | 1.6K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 48 | 1.6K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 17 | 531.3 $ | 0.05 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 16 | 520 $ | 0.01 % | 0.00 % | as of Jun 30, 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 | 4.01 % | as of Jul 31, 2026 ↗ |
| AlphaCentric Real Income Fund MUTUAL FUND SERIES TRUST | 1.90 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Global Real Estate Fund, Inc. T. ROWE PRICE GLOBAL REAL ESTATE FUND, INC. | 1.73 % | as of Jun 30, 2026 ↗ |
| Cohen & Steers Real Estate Active ETF Cohen & Steers ETF Trust | 1.70 % | as of Jun 30, 2026 ↗ |
| Nuveen Short-Term REIT ETF NuShares ETF Trust | 1.49 % | as of Jun 30, 2026 ↗ |
| abrdn U.S. Small Cap Equity Fund abrdn Funds | 1.37 % | as of Jul 31, 2026 ↗ |
| Principal Real Estate Active Opportunities ETF Principal Exchange-Traded Funds | 1.35 % | as of Jun 30, 2026 ↗ |
| PGIM US Real Estate Fund Prudential Investment Portfolios 12 | 1.24 % | as of Jun 30, 2026 ↗ |
| VY Columbia Real Estate Portfolio Voya Investors Trust | 1.21 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. | 1.17 % | as of Jun 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 |
|---|---|---|---|---|
| 2026Q3 | 188 | -7 | 19,219,781 | -1.4 % |
| 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 | |
|---|---|---|---|
| T. Rowe Price Associates, Inc. | 9.50 % | 5,270,721 | as of Jun 30, 2026 · SCHEDULE 13G |
| PRINCIPAL GLOBAL INVESTORS and 1 other | 5.60 % | 3,096,322 | as of Jun 30, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.11 % | 2,833,393 | as of Jun 30, 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