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SmartStop Self Storage REIT

US · SMA #2861 by market cap Listed 2025
32.81 -0.32 -0.97%
Live - 5344 symbols - heartbeat 460s ago · 2026-10-07 19:54
After-hours 32.81 0.00%
Market cap
1.82B
P/B
1.57
EPS
-0.17
Reader sentiment Are you bullish or bearish on SMA?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Accumulating
  • The number of reporting institutions increased by 3 in the most recent period (2026/Q3).
  • Total institutional ownership rose 1.3 percentage points.

Institutional ownership

Held by institutions
95.88% +1.34pp
Institutions
312 +3
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Diverging

Institutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund74.53%
Hedge Fund7.39%
Public Company4.96%
REIT2.97%
Sovereign Wealth Fund2.94%
Private Company1.14%
Insurance Company0.84%
Government Pension Fund0.72%
Individual/Insider0.40%
Other4.10%

Top holders as of 2026-06-30

T. Rowe Price Group, Inc. 11.47% · 6.35M sh
BlackRock 9.78% · 5.42M sh
Principal Global Investors, LLC 5.66% · 3.14M sh
Vanguard Portfolio Management, LLC 5.24% · 2.90M sh
Vanguard Capital Management, LLC 4.94% · 2.74M sh
State Street Global Advisors 4.05% · 2.24M sh
The Goldman Sachs Group, Inc. 3.33% · 1.85M sh
Norges Bank Investment Management 2.94% · 1.63M sh
Geode Capital Management, LLC 2.84% · 1.57M sh
CenterSquare Investment Management LLC 2.48% · 1.37M sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 40 buys · 10 sells

NameRoleStake
H. Schwartz Founder, Chairman of the Board & CEO 0.31%
Harold Perry Lead Independent Director 0.02%
Timothy Morris Independent Director 0.02%
Wayne Johnson President & Chief Investment Officer 0.02%
Michael Terjung Chief Accounting Officer 0.01%
David Mueller Independent Director 0.01%
James Barry Chief Financial Officer 0.01%
Joseph Robinson Chief Operating Officer 0.01%
Nicholas Look General Counsel 0.00%
Extra Space Storage LP -- --

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-09-15 David Mueller Independent Director Automatic Disposition -425 $32.05
2026-08-16 David Mueller Independent Director Automatic Disposition -425 $33.70
2026-08-13 Nicholas Look General Counsel Open Market Disposition -1,025 $34.36
2026-07-15 David Mueller Independent Director Automatic Disposition -425 $33.38
2026-06-22 Timothy Morris Independent Director Other Acquisition +3,075 --
2026-06-22 Harold Perry Lead Independent Director Other Acquisition +3,230 --
2026-06-22 David Mueller Independent Director Other Derivative Acquisition +3,230 --
2026-06-22 Lora Gotcheva Independent Director Other Derivative Acquisition +3,075 --
2026-06-15 David Mueller Independent Director Automatic Disposition -425 $32.44
2026-05-17 David Mueller Independent Director Automatic Disposition -425 $29.67
2026-04-15 David Mueller Independent Director Automatic Disposition -425 $31.78
2026-03-24 H. Schwartz Founder, Chairman of the Board & CEO Other Derivative Acquisition +168,117 --
2026-03-24 Wayne Johnson President & Chief Investment Officer Other Derivative Acquisition +15,486 --
2026-03-24 Michael Terjung Chief Accounting Officer Other Derivative Acquisition +11,062 --
2026-03-24 Joseph Robinson Chief Operating Officer Other Derivative Acquisition +18,803 --
2026-03-24 Nicholas Look General Counsel Other Derivative Acquisition +10,398 --
2026-03-24 James Barry Chief Financial Officer Other Derivative Acquisition +19,468 --
2026-03-15 David Mueller Independent Director Automatic Disposition -425 $32.81
2025-11-16 H. Schwartz Founder, Chairman of the Board & CEO Open Market Acquisition +6,250 $31.71
2025-11-13 Nicholas Look General Counsel Open Market Disposition -458 $32.85

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-07 19:54:59 · For reference only, not investment advice and not tailored to your situation.