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Funds Holding SmartStop Self Storage REIT Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in SmartStop Self Storage REIT Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of SMA →Funds holding
52
as of 2026-07-31
Reported value
$230.6M
summed across funds
Fund families
32
named trusts
Largest conviction
4.01%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| SRH REIT Covered Call ETFElevation Series Trust65K sh$2.2M | 4.01% |
| abrdn U.S. Small Cap Equity Fundabrdn Funds161.4K sh$5.4M | 1.37% |
| Hartford Schroders US Small Cap Opportunities FundHARTFORD MUTUAL FUNDS II, INC55.4K sh$1.9M | 1.08% |
| ClearBridge Small Cap FundLegg Mason Global Asset Management Trust178.8K sh$6M | 0.85% |
| PGIM Global Real Estate FundPrudential Investment Portfolios 12251.7K sh$8.4M | 0.75% |
| Pacer Industrial Real Estate ETFPacer Funds Trust26.2K sh$878.7K | 0.74% |
| Franklin Real Estate Securities FundFranklin Real Estate Securities Trust51.9K sh$1.7M | 0.71% |
| Real Estate Securities FundPrincipal Funds, Inc1.4M sh$46.2M | 0.66% |
| COMMONWEALTH REAL ESTATE SECURITIES FUNDCommonwealth International Series Trust3K sh$100.6K | 0.64% |
| SmallCap Value Fund IIPrincipal Funds, Inc181.9K sh$6.1M | 0.48% |
| Goldman Sachs Small Cap Equity Insights FundGoldman Sachs Trust92.7K sh$3.1M | 0.31% |
| PGIM Jennison Small-Cap Core Equity FundPrudential Investment Portfolios 21K sh$34.7K | 0.30% |
| Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust106.7K sh$3.6M | 0.27% |
| Column Small Cap Select FundTrust for Professional Managers128.8K sh$4.2M | 0.22% |
| Column Small Cap FundTrust for Professional Managers28.3K sh$919.4K | 0.17% |
| Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust4.5K sh$149.3K | 0.16% |
| iShares Core U.S. REIT ETFiShares Trust207.5K sh$7M | 0.15% |
| iShares FTSE NAREIT All Equity REIT Index FundBlackRock Funds70.5K sh$2.4M | 0.12% |
| Fidelity MSCI Real Estate Index ETFFIDELITY COVINGTON TRUST50.9K sh$1.7M | 0.11% |
| VANGUARD REAL ESTATE II INDEX FUNDVANGUARD FIXED INCOME SECURITIES FUNDS369.5K sh$12.4M | 0.11% |
| Fidelity SAI Real Estate Index FundFidelity Salem Street Trust7K sh$234.7K | 0.11% |
| Fidelity Real Estate Index FundFidelity Salem Street Trust106.3K sh$3.6M | 0.11% |
| iShares Global REIT ETFiShares Trust150.7K sh$5.1M | 0.10% |
| VANGUARD REAL ESTATE INDEX FUNDVANGUARD SPECIALIZED FUNDS2.1M sh$70.6M | 0.10% |
| iShares Developed Real Estate Index FundBlackRock Funds8.5K sh$283.7K | 0.09% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust8.7K sh$292.9K | 0.07% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds75.2K sh$2.5M | 0.06% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust624.2K sh$20.9M | 0.06% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST137.1K sh$4.6M | 0.06% |
| Global X Russell 2000 ETFGLOBAL X FUNDS27K sh$905.4K | 0.06% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST6.4K sh$214.4K | 0.06% |
| Wilmington Real Asset FundWilmington Funds5.8K sh$195.1K | 0.04% |
| ULTRA SMALL CAP PROFUNDProFunds727 sh$24.4K | 0.04% |
| iShares Morningstar Small-Cap Growth ETFiShares Trust11.7K sh$392K | 0.04% |
| iShares Morningstar Small-Cap ETFiShares Trust2.5K sh$85K | 0.03% |
| Victory Extended Market Index FundVictory Portfolios III6.4K sh$213.8K | 0.03% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust20.4K sh$684.2K | 0.03% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds9.6K sh$322.3K | 0.02% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust18.2K sh$609.4K | 0.02% |
| SA T. Rowe Price VCP Balanced PortfolioSUNAMERICA SERIES TRUST8.5K sh$286.2K | 0.02% |
| T. Rowe Price Global Allocation FundT. ROWE PRICE GLOBAL ALLOCATION FUND, INC.5.3K sh$179.3K | 0.02% |
| iShares Morningstar Small-Cap Value ETFiShares Trust4.3K sh$144.4K | 0.02% |
| SMALL-CAP PROFUNDProFunds48 sh$1.6K | 0.02% |
| MFS Global Alternative Strategy FundMFS Series Trust XV1.1K sh$38K | 0.02% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust70 sh$2.3K | 0.01% |
| SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST1.3K sh$43.1K | 0.01% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds5.6K sh$186.5K | 0.00% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III315 sh$10.6K | 0.00% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST33.6K sh$1.1M | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust29.8K sh$1M | 0.00% |
| Nuveen Equity Index FundTIAA-CREF Funds45.1K sh$1.5M | 0.00% |
| E*TRADE No Fee Total Market Index FundE Trade Trust56 sh$1.9K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on SMA
Company overviewEverything on SMA in one place, with the price.SEC filingsWhat SMA's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat SMA's own officers and directors buy and sell.Planned salesSales SMA insiders have filed notice of.Who owns itEvery manager reporting a position in SMA.