§ EQUITY
USDSMA
SMARTSTOP SELF STORAGE REIT
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
138 increased/new, 87 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock | 5.1M | 0.0% | +48% |
| Goldman Sachs | 3.4M | 0.0% | +331% |
| Vanguard Portfolio Management | 2.8M | n/a | n/a |
| PRINCIPAL FINANCIAL GROUP INC | 2.6M | 0.0% | +26% |
| PRUDENTIAL FINANCIAL INC | 2.4M | 0.1% | −20% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.2M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for SMA as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER49.3% · 183 holders
DEALER / BANK15.1% · 25 holders
PASSIVE / INDEX14.6% · 9 holders
INCOME / DEFENSIVE9.7% · 10 holders
QUALITY / COMPOUNDER9.4% · 23 holders
TACTICAL / MACRO1.7% · 4 holders
SYSTEMATIC / QUANT0.2% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SMA in the last 180 days.