Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

SmartStop Self Storage REIT, Inc.

CIK 0001585389SMA· quarter ending 2026-06-30

Shares outstanding

55,368,903

as of 2026-08-05 · 10-Q cover page, filed 2026-08-07

Held by 13F filers

51,479,797

93.0% of shares outstanding

Holders

261

+5 vs 2026-03-31 · 37 new, 32 exited

Value

$1.7B

shares +1.7% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-08-05)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	SMA · NYSE	55,368,903	51,479,797	93.0%	261	83192D402

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	83192D402	COMMON STOCK	261	51,479,797	55,368,903	93.0%	$1.7B	1 call / 0 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 2 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 261 · 83192D402)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	5,416,274	9.78%	$176.0M	+273,964 (+5.3%)
2	PRICE T ROWE ASSOCIATES INC /MD/	5,270,721	9.52%	$171.3M	-698,822 (-11.7%)
3	PRINCIPAL FINANCIAL GROUP INC	3,205,785	5.79%	$104.2M	+609,652 (+23.5%)
4	VANGUARD PORTFOLIO MANAGEMENT LLC	2,899,665	5.24%	$94.2M	+112,013 (+4.0%)
5	GOLDMAN SACHS GROUP INC	2,744,749	4.96%	$89.2M	-682,978 (-19.9%)
6	VANGUARD CAPITAL MANAGEMENT LLC	2,367,053	4.28%	$76.9M	+187,815 (+8.6%)
7	STATE STREET CORP	2,244,402	4.05%	$73.2M	+81,114 (+3.7%)
8	NORGES BANK	1,630,366	2.94%	$53.0M	NEW
9	GEODE CAPITAL MANAGEMENT, LLC	1,574,206	2.84%	$51.2M	+138,338 (+9.6%)
10	CENTERSQUARE INVESTMENT MANAGEMENT LLC	1,415,860	2.56%	$46.0M	NEW
11	T. Rowe Price Investment Management, Inc.	1,079,954	1.95%	$35.1M	+278,044 (+34.7%)
12	PRUDENTIAL FINANCIAL INC	1,034,596	1.87%	$33.6M	-1,318,440 (-56.0%)
13	DUFF & PHELPS INVESTMENT MANAGEMENT CO	967,028	1.75%	$31.4M	+135,273 (+16.3%)
14	Alyeska Investment Group, L.P.	956,577	1.73%	$31.1M	NEW
15	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	932,759	1.68%	$30.3M	-48,683 (-5.0%)
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	896,899	1.62%	$29.1M	+50,260 (+5.9%)
17	Irenic Capital Management LP	876,608	1.58%	$28.5M	NEW
18	Nuveen, LLC	851,253	1.54%	$27.7M	-293,437 (-25.6%)
19	SILVERCREST ASSET MANAGEMENT GROUP LLC	675,774	1.22%	$22.0M	-56,970 (-7.8%)
20	NORTHERN TRUST CORP	579,922	1.05%	$18.8M	+39,580 (+7.3%)
21	GOLDENTREE ASSET MANAGEMENT LP	501,768	0.91%	$16.3M	-827,807 (-62.3%)
22	Long Pond Capital, LP	444,839	0.80%	$14.5M	-168,619 (-27.5%)
23	Zimmer Partners, LP	437,500	0.79%	$14.2M	-162,500 (-27.1%)
24	LPL Financial LLC	389,780	0.70%	$12.7M	+99,444 (+34.3%)
25	SCHRODER INVESTMENT MANAGEMENT GROUP	375,764	0.68%	$12.3M	+19,590 (+5.5%)
26	INDEPENDENT FINANCIAL GROUP, LLC	374,632	0.68%	$12.2M	+4,991 (+1.4%)
27	VANGUARD FIDUCIARY TRUST CO	369,899	0.67%	$12.0M	+17,290 (+4.9%)
28	Aberdeen Group plc	348,725	0.63%	$11.3M	-392,822 (-53.0%)
29	Cetera Investment Advisers	303,577	0.55%	$9.9M	-12,603 (-4.0%)
30	UBS Group AG	264,581	0.48%	$8.6M	-6,935 (-2.6%)
31	JPMORGAN CHASE & CO	259,427	0.47%	$8.5M	+40,231 (+18.4%)
32	Bank of New York Mellon Corp	250,469	0.45%	$8.1M	+19,354 (+8.4%)
33	SUSQUEHANNA INTERNATIONAL GROUP, LLP	247,877	0.45%	$8.1M	+226,359 (+1052.0%)
34	BANK OF AMERICA CORP /DE/	241,155	0.44%	$7.8M	+18,569 (+8.3%)
35	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	236,822	0.43%	$7.7M	+21,959 (+10.2%)
36	Cambridge Investment Research Advisors, Inc.	236,150	0.43%	$7.7M	+102,733 (+77.0%)
37	PICTON MAHONEY ASSET MANAGEMENT	232,347	0.42%	$7.6M	-11,625 (-4.8%)
38	COHEN & STEERS, INC.	231,241	0.42%	$7.5M	NEW
39	AMERIPRISE FINANCIAL INC	228,854	0.41%	$7.4M	+69,141 (+43.3%)
40	CHILTON CAPITAL MANAGEMENT LLC	217,244	0.39%	$7.1M	-6,917 (-3.1%)
41	Clearbridge Investments, LLC	211,712	0.38%	$6.9M	+118 (+0.1%)
42	1832 Asset Management L.P.	204,658	0.37%	$6.7M	+16,958 (+9.0%)
43	CHOREO, LLC	200,728	0.36%	$6.5M	+21,989 (+12.3%)
44	MORGAN STANLEY	196,846	0.36%	$6.4M	-147,109 (-42.8%)
45	Legal & General Group Plc	195,963	0.35%	$6.4M	+659 (+0.3%)
46	Lighthouse Investment Partners, LLC	191,173	0.35%	$6.2M	+81,673 (+74.6%)
47	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	191,007	0.34%	$6.2M	-223,367 (-53.9%)
48	DigitalBridge Group, Inc.	182,200	0.33%	$5.9M	NEW
49	Argosy-Lionbridge Management, LLC	176,787	0.32%	$5.7M	NEW
50	SEI INVESTMENTS CO	172,447	0.31%	$5.6M	-15,700 (-8.3%)
51	Quantinno Capital Management LP	158,096	0.29%	$5.1M	+64,166 (+68.3%)
52	CITADEL ADVISORS LLC	155,868	0.28%	$5.1M	+129,042 (+481.0%)
53	PEREGRINE CAPITAL MANAGEMENT LLC	145,029	0.26%	$4.7M	-12,965 (-8.2%)
54	RAYMOND JAMES FINANCIAL INC	135,326	0.24%	$4.4M	+51,811 (+62.0%)
55	Prime Capital Investment Advisors, LLC	122,372	0.22%	$4.0M	-23,691 (-16.2%)
56	CENTAURUS FINANCIAL, INC.	121,645	0.22%	$4.0M	-30,370 (-20.0%)
57	Russell Investments Group, Ltd.	119,731	0.22%	$3.9M	+18,633 (+18.4%)
58	Merit Financial Group, LLC	116,966	0.21%	$3.8M	-6,080 (-4.9%)
59	STIFEL FINANCIAL CORP	114,567	0.21%	$3.7M	+58,738 (+105.2%)
60	Swiss National Bank	111,000	0.20%	$3.6M	+1,500 (+1.4%)
61	COMMONWEALTH EQUITY SERVICES, LLC	110,997	0.20%	$3.6M	-19,327 (-14.8%)
62	Invesco Ltd.	110,364	0.20%	$3.6M	+34,582 (+45.6%)
63	HSBC HOLDINGS PLC	105,680	0.19%	$3.4M	+9,934 (+10.4%)
64	ENVESTNET ASSET MANAGEMENT INC	103,562	0.19%	$3.4M	-13,038 (-11.2%)
65	Verition Fund Management LLC	93,515	0.17%	$3.0M	-6,000 (-6.0%)
66	NOMURA ASSET MANAGEMENT CO LTD	89,200	0.16%	$2.9M	+3,000 (+3.5%)
67	ROYAL BANK OF CANADA	84,901	0.15%	$2.8M	+12,583 (+17.4%)
68	RHUMBLINE ADVISERS	81,066	0.15%	$2.6M	+10,099 (+14.2%)
69	Asset Management One Co., Ltd.	79,911	0.14%	$2.6M	+2,749 (+3.6%)
70	XTX Topco Ltd	79,196	0.14%	$2.6M	+43,541 (+122.1%)
71	STRS OHIO	79,100	0.14%	$2.6M	-25,100 (-24.1%)
72	FRANKLIN RESOURCES INC	78,220	0.14%	$2.5M	-14,189 (-15.4%)
73	CITIGROUP INC	76,466	0.14%	$2.5M	+10,802 (+16.5%)
74	Kestra Advisory Services, LLC	73,883	0.13%	$2.4M	-113,628 (-60.6%)
75	WELLS FARGO & COMPANY/MN	73,508	0.13%	$2.4M	+25,283 (+52.4%)
76	DEUTSCHE BANK AG\	73,338	0.13%	$2.4M	+16,433 (+28.9%)
77	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	71,808	0.13%	$2.3M	+46,770 (+186.8%)
78	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	67,886	0.12%	$2.2M	-1,768 (-2.5%)
79	OVERSEA-CHINESE BANKING Corp Ltd	67,432	0.12%	$2.2M	-36,880 (-35.4%)
80	Jain Global LLC	65,572	0.12%	$2.1M	NEW
81	ALLIANCEBERNSTEIN L.P.	65,427	0.12%	$2.0M	-320 (-0.5%)
82	Paralel Advisors LLC	65,000	0.12%	$2.1M	—
83	MARSHALL WACE, LLP	64,570	0.12%	$2.1M	NEW
84	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	63,050	0.11%	$2.0M	-447 (-0.7%)
85	Sequent Planning LLC	60,657	0.11%	$2.0M	-3,914 (-6.1%)
86	Sumitomo Mitsui Trust Group, Inc.	59,857	0.11%	$1.9M	-1,438 (-2.3%)
87	AQR CAPITAL MANAGEMENT LLC	59,799	0.11%	$1.9M	+40,162 (+204.5%)
88	Advisory Services Network, LLC	57,637	0.10%	$1.9M	+8,972 (+18.4%)
89	PFG Investments, LLC	54,375	0.10%	$1.8M	-672 (-1.2%)
90	Susquehanna Portfolio Strategies, LLC	53,964	0.10%	$1.8M	+24,207 (+81.3%)
91	Vanguard Investments Australia, Ltd.	51,690	0.09%	$1.7M	+171 (+0.3%)
92	WESBANCO BANK INC	51,100	0.09%	$1.7M	+26,600 (+108.6%)
93	MML INVESTORS SERVICES, LLC	50,216	0.09%	$1.6M	+41,497 (+475.9%)
94	BARCLAYS PLC	49,917	0.09%	$1.6M	+34,692 (+227.9%)
95	RENAISSANCE TECHNOLOGIES LLC	49,600	0.09%	$1.6M	NEW
96	Mitsubishi UFJ Asset Management Co., Ltd.	48,170	0.09%	$1.6M	+2,366 (+5.2%)
97	Thrivent Financial for Lutherans	47,163	0.09%	$1.5M	+4,598 (+10.8%)
98	VANGUARD ASSET MANAGEMENT, Ltd	46,269	0.08%	$1.5M	+9,938 (+27.4%)
99	AE Wealth Management LLC	44,108	0.08%	$1.4M	-2,109 (-4.6%)
100	Premier Private Wealth Management LLC	42,262	0.08%	$1.4M	-12,263 (-22.5%)
101	State of Alaska, Department of Revenue	42,141	0.08%	$1.4M	—
102	SCOTIA CAPITAL INC.	39,993	0.07%	$1.3M	+196 (+0.5%)
103	PRELUDE CAPITAL MANAGEMENT, LLC	38,583	0.07%	$1.3M	NEW
104	CAPTRUST FINANCIAL ADVISORS	38,412	0.07%	$1.2M	+490 (+1.3%)
105	Zurcher Kantonalbank (Zurich Cantonalbank)	37,665	0.07%	$1.2M	-10,487 (-21.8%)
106	Vanderbilt University	35,592	0.06%	$1.2M	NEW
107	MetLife Investment Management, LLC	34,698	0.06%	$1.1M	+2,636 (+8.2%)
108	SG Americas Securities, LLC	33,167	0.06%	$1.1M	+18,609 (+127.8%)
109	Private Capital Management, LLC	31,000	0.06%	$1.0M	+4,500 (+17.0%)
110	Engineers Gate Manager LP	29,430	0.05%	$956K	+5,680 (+23.9%)
111	Arkadios Wealth Advisors	29,149	0.05%	$947K	-2,434 (-7.7%)
112	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	27,788	0.05%	$903K	NEW
113	Jupiter Topco LLC	27,312	0.05%	$888K	NEW
114	Pacer Advisors, Inc.	26,490	0.05%	$861K	NEW
115	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	26,009	0.05%	$845K	-81 (-0.3%)
116	AMERICAN CENTURY COMPANIES INC	25,967	0.05%	$844K	+887 (+3.5%)
117	Crossingbridge Advisors, LLC	25,000	0.05%	$813K	-5,000 (-16.7%)
118	AlphaCentric Advisors LLC	25,000	0.05%	$813K	-5,000 (-16.7%)
119	Amundi	24,872	0.04%	$808K	+1,286 (+5.5%)
120	Daiwa Securities Group Inc.	24,568	0.04%	$798K	-175,180 (-87.7%)
121	Resona Asset Management Co.,Ltd.	24,524	0.04%	$806K	—
122	Apollon Wealth Management, LLC	24,473	0.04%	$795K	+2,331 (+10.5%)
123	OSAIC HOLDINGS, INC.	24,443	0.04%	$794K	-6,277 (-20.4%)
124	MILLENNIUM MANAGEMENT LLC	23,600	0.04%	$767K	-568,004 (-96.0%)
125	STATE OF WISCONSIN INVESTMENT BOARD	23,417	0.04%	$761K	-10,900 (-31.8%)
126	Universal- Beteiligungs- und Servicegesellschaft mbH	23,352	0.04%	$759K	NEW
127	Blue Sky Capital Consultants Group, Inc.	23,283	0.04%	$757K	-29,228 (-55.7%)
128	MANUFACTURERS LIFE INSURANCE COMPANY, THE	22,334	0.04%	$726K	-765 (-3.3%)
129	Balyasny Asset Management L.P.	22,112	0.04%	$719K	-2,873 (-11.5%)
130	Vanguard Global Advisers, LLC	21,947	0.04%	$713K	—
131	Krilogy Financial LLC	21,627	0.04%	$703K	+442 (+2.1%)
132	NEW YORK STATE COMMON RETIREMENT FUND	20,600	0.04%	$670K	+3,100 (+17.7%)
133	TrueWealth Advisors, LLC	19,937	0.04%	$648K	-500 (-2.4%)
134	Trivium Point Advisory, LLC	18,968	0.03%	$616K	+1,916 (+11.2%)
135	&PARTNERS	17,762	0.03%	$577K	-70 (-0.4%)
136	Squarepoint Ops LLC	16,916	0.03%	$550K	NEW
137	Police & Firemen's Retirement System of New Jersey	16,882	0.03%	$549K	+2,712 (+19.1%)
138	Freedom Day Solutions, LLC	16,406	0.03%	$533K	NEW
139	Beacon Capital Management, LLC	16,400	0.03%	$533K	-5,866 (-26.3%)
140	Creative Planning	15,911	0.03%	$517K	+5,369 (+50.9%)
141	Valued Wealth Advisors LLC	15,889	0.03%	$516K	—
142	VAN ECK ASSOCIATES CORP	15,701	0.03%	$510K	NEW
143	J.W. COLE ADVISORS, INC.	15,422	0.03%	$501K	-17,417 (-53.0%)
144	ARIZONA STATE RETIREMENT SYSTEM	15,275	0.03%	$496K	+73 (+0.5%)
145	Clare Market Investments LLC	14,744	0.03%	$479K	+185 (+1.3%)
146	Metis Global Partners, LLC	14,442	0.03%	$469K	-65 (-0.4%)
147	Waverly Advisors, LLC	13,387	0.02%	$435K	+125 (+0.9%)
148	BNP PARIBAS FINANCIAL MARKETS	13,086	0.02%	$425K	-58,796 (-81.8%)
149	Sumitomo Mitsui DS Asset Management Company, Ltd	12,997	0.02%	$422K	—
150	ALLSTATE CORP	12,829	0.02%	$417K	-1,565 (-10.9%)
151	AlTi Global, Inc.	12,547	0.02%	$409K	+47 (+0.4%)
152	Capital Square, LLC	12,372	0.02%	$408K	+1,213 (+10.9%)
153	KLP KAPITALFORVALTNING AS	12,200	0.02%	$398K	—
154	TWO SIGMA INVESTMENTS, LP	11,657	0.02%	$379K	+757 (+6.9%)
155	INTECH INVESTMENT MANAGEMENT LLC	11,619	0.02%	$378K	+344 (+3.1%)
156	Freestone Grove Partners LP	11,521	0.02%	$374K	NEW
157	Kovack Advisors, Inc.	11,076	0.02%	$369K	+103 (+0.9%)
158	Vestcor Inc	10,900	0.02%	$354K	—
159	VOYA INVESTMENT MANAGEMENT LLC	10,676	0.02%	$347K	+3,600 (+50.9%)
160	Castleview Partners, LLC	10,515	0.02%	$342K	+925 (+9.6%)
161	ADAPT WEALTH ADVISORS, LLC	10,356	0.02%	$337K	-1,036 (-9.1%)
162	OneAscent Wealth Management LLC	10,103	0.02%	$328K	-2,445 (-19.5%)
163	INTEGRATED WEALTHCARE, LLC	10,039	0.02%	$326K	-455 (-4.3%)
164	Wealth Management Strategies, Inc.	9,807	0.02%	$319K	—
165	Sequoia Financial Advisors, LLC	9,728	0.02%	$316K	-51 (-0.5%)
166	Coppell Advisory Solutions LLC	9,696	0.02%	$248K	NEW
167	MACQUARIE GROUP LTD	9,298	0.02%	$302K	—
168	MERCER GLOBAL ADVISORS INC /ADV	9,264	0.02%	$301K	NEW
169	Pictet Asset Management Holding SA	9,147	0.02%	$297K	—
170	BridgePort Financial Solutions, LLC	9,140	0.02%	$297K	-703 (-7.1%)
171	Impact Partnership Wealth, LLC	9,131	0.02%	$297K	+17 (+0.2%)
172	CAPITAL ADVISORS INC/OK	9,076	0.02%	$295K	—
173	IFM Investors Pty Ltd	9,032	0.02%	$294K	—
174	M&T Bank Corp	8,932	0.02%	$290K	-223 (-2.4%)
175	US BANCORP \DE\	8,486	0.02%	$276K	-523 (-5.8%)
176	NISSAY ASSET MANAGEMENT CORP /JAPAN	8,441	0.02%	$274K	-62 (-0.7%)
177	Holocene Advisors, LP	8,421	0.02%	$274K	NEW
178	Cresset Asset Management, LLC	8,294	0.01%	$271K	NEW
179	Corient Private Wealth LP	8,106	0.01%	$263K	+1,125 (+16.1%)
180	Etesian Wealth Advisors, Inc.	7,903	0.01%	$257K	-4,740 (-37.5%)
181	Mitsubishi UFJ Trust & Banking Corp	7,806	0.01%	$254K	NEW
182	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	7,725	0.01%	$255K	NEW
183	BlueChip Wealth Advisors LLC	7,666	0.01%	$249K	-1,365 (-15.1%)
184	FIRST TRUST ADVISORS LP	7,517	0.01%	$244K	+486 (+6.9%)
185	KING LUTHER CAPITAL MANAGEMENT CORP	7,500	0.01%	$244K	NEW
186	ProShare Advisors LLC	7,395	0.01%	$240K	-672 (-8.3%)
187	Balboa Wealth Partners	7,128	0.01%	$232K	-1,115 (-13.5%)
188	CX Institutional	7,072	0.01%	$230K	-1,081 (-13.3%)
189	Gross & Hartman Investments LLC	6,729	0.01%	$219K	—
190	Safe Harbor Family Capital, LLC	6,729	0.01%	$219K	—
191	Federation des caisses Desjardins du Quebec	6,631	0.01%	$216K	-68 (-1.0%)
192	UniSuper Management Pty Ltd	6,600	0.01%	$215K	-4,900 (-42.6%)
193	AUGUSTINE ASSET MANAGEMENT INC	6,512	0.01%	$212K	NEW
194	Brookstone Capital Management	6,413	0.01%	$208K	NEW
195	ROCKLAND TRUST CO	6,391	0.01%	$208K	NEW
196	VICTORY CAPITAL MANAGEMENT INC	6,375	0.01%	$207K	NEW
197	Allianz Asset Management GmbH	6,306	0.01%	$205K	-49,534 (-88.7%)
198	Bayforest Capital Ltd	5,710	0.01%	$186K	-2,232 (-28.1%)
199	JONES FINANCIAL COMPANIES LLLP	5,135	0.01%	$172K	+76 (+1.5%)
200	Ameritas Investment Partners, Inc.	5,126	0.01%	$167K	+571 (+12.5%)
201	FMR LLC	5,114	0.01%	$166K	+800 (+18.5%)
202	Signature Equity Partners, LLC	5,078	0.01%	$165K	-115 (-2.2%)
203	Triumph Capital Management	4,530	0.01%	$147K	—
204	SILVER OAK SECURITIES, INCORPORATED	4,414	0.01%	$143K	-2,680 (-37.8%)
205	Northwest & Ethical Investments L.P.	4,102	0.01%	$135K	-6,745 (-62.2%)
206	Rossby Financial, LCC	4,091	0.01%	$133K	+7 (+0.2%)
207	Tower Research Capital LLC (TRC)	2,886	0.01%	$94K	+590 (+25.7%)
208	FIL Ltd	2,720	0.00%	$88K	-166 (-5.8%)
209	Brookfield Corp /ON/	2,693	0.00%	$88K	-131,885 (-98.0%)
210	Raleigh Capital Management Inc.	2,671	0.00%	$87K	—
211	NewEdge Advisors, LLC	2,667	0.00%	$87K	+13 (+0.5%)
212	Continuum Advisory, LLC	2,655	0.00%	$86K	NEW
213	Arax Advisory Partners	2,579	0.00%	$84K	+1,704 (+194.7%)
214	Silicon Valley Capital Partners	2,336	0.00%	$76K	+30 (+1.3%)
215	NFSG Corp	1,995	0.00%	$65K	—
216	Clearstead Advisors, LLC	1,823	0.00%	$59K	+42 (+2.4%)
217	Allworth Financial LP	1,788	0.00%	$58K	+680 (+61.4%)
218	ASSETMARK, INC	1,725	0.00%	$56K	+21 (+1.2%)
219	KBC Group NV	1,622	0.00%	$53K	—
220	United Financial Planning Group LLC	1,337	0.00%	$43K	—
221	Canton Hathaway, LLC	1,250	0.00%	$41K	—
222	BARTLETT & CO. WEALTH MANAGEMENT LLC	1,249	0.00%	$41K	—
223	CoreCap Advisors, LLC	1,209	0.00%	$39K	—
224	Sterling Capital Management LLC	1,138	0.00%	$37K	-706 (-38.3%)
225	COMPASS FINANCIAL MANAGEMENT LLC	1,120	0.00%	$38K	NEW
226	Avalon Trust Co	1,100	0.00%	$36K	—
227	Anchor Investment Management, LLC	1,000	0.00%	$33K	—
228	Cornerstone National Bank & Trust Co	974	0.00%	$32K	—
229	HARBOUR INVESTMENTS, INC.	907	0.00%	$29K	—
230	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	874	0.00%	$28K	+251 (+40.3%)
231	Prosperity Bancshares Inc	861	0.00%	$28K	+232 (+36.9%)
232	CREATIVE FINANCIAL DESIGNS INC /ADV	840	0.00%	$27K	+11 (+1.3%)
233	LOS ANGELES CAPITAL MANAGEMENT LLC	804	0.00%	$26K	+590 (+275.7%)
234	GF FUND MANAGEMENT CO. LTD.	736	0.00%	$24K	+260 (+54.6%)
235	NISA INVESTMENT ADVISORS, LLC	616	0.00%	$20K	-2,707 (-81.5%)
236	SWAN Capital LLC	501	0.00%	$16K	—
237	SIMPLEX TRADING, LLC	491	0.00%	$16K	+154 (+45.7%)
238	Versant Capital Management, Inc	441	0.00%	$14K	+241 (+120.5%)
239	Caitong International Asset Management Co., Ltd	431	0.00%	$14K	+413 (+2294.4%)
240	Kemnay Advisory Services Inc.	430	0.00%	$14K	-28 (-6.1%)
241	PNC Financial Services Group, Inc.	360	0.00%	$12K	+195 (+118.2%)
242	TOUNJIAN ADVISORY PARTNERS, LLC	336	0.00%	$11K	NEW
243	EXCHANGE TRADED CONCEPTS, LLC	291	0.00%	$9K	NEW
244	TD Capital Management LLC	279	0.00%	$9K	+4 (+1.5%)
245	EverSource Wealth Advisors, LLC	258	0.00%	$8K	+18 (+7.5%)
246	Mirae Asset Global Investments Co., Ltd.	229	0.00%	$7K	-911 (-79.9%)
247	GAMMA Investing LLC	210	0.00%	$7K	+109 (+107.9%)
248	Napier Financial, LLC	194	0.00%	$6K	—
249	PRIVATE TRUST CO NA	158	0.00%	$5K	-20 (-11.2%)
250	Global Retirement Partners, LLC	143	0.00%	$5K	NEW

Exited since 2026-03-31 (32 filers; largest 25 shown)

Conversant Capital LLC	−857,715
Hudson Bay Capital Management LP	−252,236
JANUS HENDERSON GROUP PLC	−246,012
CI INVESTMENTS INC.	−184,922
Polymer Capital Management (US) LLC	−171,140
Man Group plc	−75,746
Ghisallo Capital Management LLC	−50,000
Jefferies Financial Group Inc.	−47,500
OMERS ADMINISTRATION Corp	−30,000
CWM, LLC	−28,222
MAVERICK CAPITAL LTD	−22,583
Hazelview Securities Inc.	−16,990
EntryPoint Capital, LLC	−16,972
Swiss Life Asset Management Ltd	−11,199
State of Wyoming	−8,783
Cerity Partners LLC	−6,713
Prosperitas Financial LLC	−6,630
Focus Partners Wealth	−5,981
Quantbot Technologies LP	−4,802
Sound Income Strategies, LLC	−3,868
Bogart Wealth, LLC	−1,600
Imprint Wealth LLC	−1,250
IFP Advisors, Inc	−1,207
MAI Capital Management	−449
Frazier Financial Advisors, LLC	−404

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
BlackRock, Inc.	SCHEDULE 13G/A	2026-10-05	2026-09-30	5,754,574	10.4%
T. Rowe Price Associates, Inc.	SCHEDULE 13G/A	2026-08-14	2026-06-30	5,270,721	9.5%
PRINCIPAL REAL ESTATE INVESTORS LLC	SCHEDULE 13G	2026-08-05	2026-06-30	3,096,322	5.6%
PRINCIPAL GLOBAL INVESTORS	SCHEDULE 13G	2026-08-05	2026-06-30	40,000	0.1%
Vanguard Capital Management	SCHEDULE 13G	2026-07-31	2026-06-30	2,833,393	5.11%
PRUDENTIAL FINANCIAL INC	SCHEDULE 13G/A	2026-05-08	2026-03-31	2,353,036	4.3%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	2,809,046	5.07%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
DEUTSCHE BANK AG\	SCHEDULE 13G/A	2026-01-30	2025-12-31	1,821,963	3.3%
DWS Investments UK Ltd	SCHEDULE 13G/A	2026-01-30	2025-12-31	19,535	0%
RREEF AMERICA LLC	SCHEDULE 13G/A	2026-01-30	2025-12-31	1,802,428	3.3%
BlackRock Portfolio Management LLC	SCHEDULE 13G/A	2025-10-17	2025-09-30	1,128,903	3.6%
Israel A. Englander	SCHEDULE 13G/A	2025-07-14	2025-06-30	369,382	1.2%
Millennium Management LLC	SCHEDULE 13G/A	2025-07-14	2025-06-30	369,382	1.2%
Millennium Group Management LLC	SCHEDULE 13G/A	2025-07-14	2025-06-30	369,382	1.2%
Extra Space Storage LP	SCHEDULE 13G/A	2025-05-13	2025-04-04	0	0%
Extra Space Storage Inc.	SCHEDULE 13G/A	2025-05-13	2025-04-04	0	0%
ESS Holdings Business Trust I	SCHEDULE 13G/A	2025-05-13	2025-04-04	0	0%
H. Michael Schwartz	SCHEDULE 13D/A	2025-04-07	2025-04-03	2,832,480.19	4.8%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.