John Rogers - Ariel Investments,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  SmartStop Self Storage REIT, Inc. (SMA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2014   Q3 0 0.00 Sell 100.00% 0.62 SEC
2014   Q2 5,182,795 0.62 Reduce 0.65% <0.01 $8.86 $45,920,000 SEC
2014   Q1 5,216,950 0.71 Add 6.64% 0.04 $10.06 $52,483,000 SEC
2013   Q4 4,892,085 0.68 Add 21.04% 0.12 $10.08 $49,312,000 SEC
2013   Q3 4,041,726 0.55 Add 0.32% <0.01 $8.16 $32,980,000 SEC
2013   Q2 4,028,701 0.64 Reduce 6.33% 0.06 $8.42 $33,922,000 SEC
2013   Q1 4,300,731 0.97 Reduce 5.52% 0.06 $11.45 $49,243,000 SEC
2012   Q4 4,552,076 1.14 Add 0.82% <0.01 $10.52 $47,888,000 SEC
2012   Q3 4,515,204 1.11 Reduce 15.49% 0.18 $9.89 $44,655,000 SEC
2012   Q2 5,342,955 1.18 Reduce 6.26% 0.06 $8.58 $45,843,000 SEC
2012   Q1 5,699,555 0.97 Reduce 6.33% 0.08 $7.07 $40,296,000 SEC
2011   Q4 6,084,665 1.31 Add 6.18% 0.08 $7.99 $48,617,000 SEC
2011   Q3 5,730,515 1.39 Add 111.98% 0.73 $7.72 $44,239,000 SEC
2011   Q2 2,703,330 0.53 Reduce 2.65% 0.02 $8.97 $24,249,000 SEC
2011   Q1 2,776,950 0.70 Add 2.29% 0.02 $9,800.00 $27,214,110,000 SEC
2010   Q4 2,714,720 0.58 Add 15.23% 0.08 $9,250.00 $25,111,160,000 SEC
2010   Q3 2,355,935 0.57 Add 23.65% 0.11 $9,640.00 $22,711,213,000 SEC
2010   Q2 1,905,265 0.53 Reduce 1.81% <0.01 $10,540.00 $20,081,493,000 SEC
2010   Q1 1,940,405 0.43 Add 9,611.74% 0.43 $10,040.00 $19,481,666,000 SEC
2009   Q4 19,980 <0.01 Buy <0.01 $8,060.01 $161,039,000 SEC