Fund moves

Smartstop Self Storage Reit (SMA)Duff & Phelps Investment Management Co added to its stake +140K shares

Duff & Phelps Investment Management Co added to its stake in Smartstop Self Storage Reit, per its Q4 2025 13F.

1.1M
Shares reported · +140K vs prior quarter
0.39%
Disclosed portfolio weight
$34M
Reported value
Holdings as of
Dec 31, 2025
Filed
Jan 26, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

    What came next

    1. Feb 18, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 1 more item)
    2. Feb 19, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On February 19, 2026, the Board of Directors (the “Board”) of SmartStop Self Storage REIT, Inc. (the “Company”) approved the expansion of the size of the Board from five members to six members (the “Board Expansion”).”
    3. Feb 25, 2026Company filing · Form 8-K · ResultsReported its results
    4. Mar 18, 2026CongressDisclosed sale of SMA — reported range $500,001 - $1,000,000
    5. Mar 19, 2026Company filing · Form 8-K · Material agreement, Other newsSigned an important agreement, and reported other company news
    6. May 6, 2026Company filing · Form 8-K · ResultsReported its results
    View the official recordSEC Form 13F-HR

    How to read SEC Form 13F-HR

    Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

    Full guide: What is an SEC Form 13F?

    What else is on file for Smartstop Self Storage Reit

    For Smartstop Self Storage Reit, OQRO holds 3 fund holdings reports (13F) dated in the last 90 days.

    These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its SMA page.

    How this filing works

    Other disclosures at Smartstop Self Storage Reit

    Everything OQRO holds on this company is on its SMA page.

    This is one filing. OQRO holds the rest

    Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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