SMA
SmartStop Self Storage REIT, Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors re-entered | Q3 2025(8Q snapshot) | 3Q | $34 | $30 | -11% |
| Two Sigma Investments | Q3 2025(8Q snapshot) | 3Q | $34 | $30 | -11% |
| Millennium Management | Q3 2025(8Q snapshot) | 3Q | $34 | $30 | -11% |
| Maverick Capital | Q3 2025 | 3Q | $33 | $30 | -10% |
| AQR Capital Management | Q4 2025(8Q snapshot) | 2Q | $32 | $30 | -6% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management | Q3 2025 | Q1 2026 | → $34 | +1% |
| Renaissance Technologies | Q3 2025 | Q1 2026 | → $32 | -7% |
| Soros Fund Management | Q3 2025 | Q4 2025 | → $32 | -5% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at SmartStop Self Storage REIT, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 19, 2026 — the most recent Form 4 on file — not from today.
- Form 40001672825-26-000003May 19, 2026
- Form 40001672825-26-000002Apr 17, 2026
- Form 40001790230-26-000001Mar 27, 2026
- Form 40001781316-26-000001Mar 27, 2026
- Form 40001461590-26-000001Mar 27, 2026
- Form 40001781345-26-000001Mar 27, 2026
- Form 40001695638-26-000001Mar 27, 2026
- Form 40001462216-26-000001Mar 27, 2026
- Form 40001672825-26-000001Mar 17, 2026
- Form 40001462216-25-000006Nov 18, 2025
- Form 40001781345-25-000006Nov 14, 2025
- Form 40001781316-25-000006Nov 12, 2025
- Form 40002077183-25-000002Jul 17, 2025
- Form 40001462184-25-000003Jun 26, 2025
- Form 40001672825-25-000003Jun 26, 2025
Fundamentals
XBRL · SmartStop Self Storage REIT, Inc.Annual figures sourced directly from SmartStop Self Storage REIT, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for SmartStop Self Storage REIT, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 2, 2026
- 8-KMaterial eventJun 1, 2026
- 8-KMaterial eventMay 12, 2026
- 10-QQuarterly reportMay 8, 2026
- 8-KMaterial eventMay 6, 2026
- 8-KMaterial eventMay 4, 2026
- DEF 14AProxy statementApr 22, 2026
- 8-KMaterial eventMar 31, 2026
- 8-KMaterial eventMar 30, 2026
- 8-KMaterial eventMar 19, 2026
- 8-KMaterial eventMar 3, 2026
- 10-KAnnual reportFeb 27, 2026
- 8-KMaterial eventFeb 25, 2026
- 8-KMaterial eventFeb 25, 2026
- 8-KMaterial eventFeb 20, 2026
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q2 2026 | open | $30 | $30 | +1% |
| AQR Capital Management | Q4 2025 | open | $32 | $30 | -6% |
| Citadel Advisors | Q3 2025 | Q1 2026 | $34 | $34 | +1% |
| Soros Fund Management | Q3 2025 | Q4 2025 | $34 | $32 | -5% |
| Two Sigma Investments | Q3 2025 | open | $34 | $30 | -11% |
| Millennium Management | Q3 2025 | open | $34 | $30 | -11% |
| Maverick Capital | Q3 2025 | open | $33 | $31 | -8% |
| Point72 Asset Management | Q3 2025 | Q1 2026 | $34 | $34 | +1% |
| Renaissance Technologies | Q3 2025 | Q1 2026 | $34 | $32 | -7% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.