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Of the 9 tracked institutions holding SMA, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +5.3pt. It's a gauge of who owns the name, not just how many.
Among the 9 tracked institutional investors we monitor, SMA (SMARTSTOP SELF STORAG REIT I) is held with a combined value of $540.78M across 16,802,300 shares. The largest holder is BlackRock, Inc. with a position worth $176.03M. RENAISSANCE TECHNOLOGIES LLC opened a new position in the most recent quarter. 6 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$540.78M
Total Shares Held
16,802,300
Institutional Holders
9
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $176.03M | 0.00% | +5.3% |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | $171.30M | 0.02% | -11.7% |
| 3 | VANGUARD GROUP INC | $110.67M | 0.00% | +122.2% |
| 4 | STATE STREET CORP | $73.23M | 0.00% | +3.7% |
| 5 | CITADEL ADVISORS LLC | $5.07M | 0.00% | +481.0% |
| 6 | AQR CAPITAL MANAGEMENT LLC | $1.94M | 0.00% | +204.5% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | $1.61M | 0.00% | New |
| 8 | MILLENNIUM MANAGEMENT LLC | $767.00K | 0.00% | -96.0% |
| 9 | FMR LLC | $166.22K | 0.00% | +18.5% |
| Member | Type | Date |
|---|---|---|
| Kevin Hern | Sell | Mar 18, 2026 |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of SMA with a position worth $176.03M, representing 0.00% of their portfolio. In total, 9 institutional investors hold SMA with a combined value of $540.78M.
In the most recent quarter, 1 fund opened a new position in SMA. Additionally, 6 increased their holdings and 2 reduced their positions.
Institutional investors hold $540.78M worth of SMA stock across 9 positions. The largest institutional holder is BlackRock, Inc. with $176.03M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SMA, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SMA positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| 2026-08-05 |
| 5.1% | 2026-07-31 |
SEC Schedule 13D (activist) and 13G (passive) filings for SMA. Filed when an investor acquires 5%+ ownership.
Last Close
$34.21
2026-08-21
YTD
+11.2%
49% of 52-week range
