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SMA

SmartStop Self Storage REIT
SMA

256 hedge funds and large institutions have $1.53B invested in SmartStop Self Storage REIT in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 96 increasing their positions, 75 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

28% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 75

7.61% more ownership

Funds ownership: 83.84% → 91.45% (+7.6%)

7% more capital invested

Capital invested by funds: $1.44B → $1.53B (+$97.1M)

6% more funds holding

Funds holding: 241 → 256 (+15)

Holders
256
Holders Change
+15
Holders Change %
+6.22%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
58
Increased
96
Reduced
75
Closed
39
Calls
$266K
Puts
–
Net Calls
+$266K
Net Calls Change
+$266K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$84.6M
2
BlackRock
BlackRock
New York
+$53.7M
3
State Street
State Street
Massachusetts
+$32.7M
4
CC
Conversant Capital
New Jersey
+$27.6M
5
LPC
Long Pond Capital
New York
+$19.7M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$56.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$43.8M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$23.6M
4
American Century Companies
American Century Companies
Missouri
-$19.9M
5
Prudential Financial
Prudential Financial
New Jersey
-$19.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$181M +$1.8M +55,864 +0.9%
BlackRock
2
BlackRock
New York
$156M +$53.7M +1,672,088 +48%
Goldman Sachs
3
Goldman Sachs
New York
$104M +$84.6M +2,632,031 +331%
VPM
4
Vanguard Portfolio Management
Pennsylvania
$84.4M +$89.6M +2,787,652 New
Principal Financial Group
5
Principal Financial Group
Iowa
$78.6M +$17M +528,974 +26%
Prudential Financial
6
Prudential Financial
New Jersey
$71.2M -$19.2M -598,369 -20%
VCM
7
Vanguard Capital Management
Pennsylvania
$66M +$70M +2,179,238 New
State Street
8
State Street
Massachusetts
$65.8M +$32.7M +1,016,884 +89%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$43.5M +$13.8M +429,316 +43%
GAM
10
Goldentree Asset Management
New York
$40.2M +$5.25M +163,500 +14%
N
11
Nuveen
North Carolina
$34.7M +$19.3M +601,571 +111%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$29.7M +$6.01M +187,153 +24%
CC
13
Conversant Capital
New Jersey
$26M +$27.6M +857,715 New
Charles Schwab
14
Charles Schwab
California
$25.6M +$1.93M +60,032 +8%
DPIM
15
Duff & Phelps Investment Management
Illinois
$25.2M -$8.61M -267,945 -24%
T. Rowe Price Investment Management
16
T. Rowe Price Investment Management
Maryland
$24.3M +$11.5M +356,479 +80%
Aberdeen Group
17
Aberdeen Group
United Kingdom
$22.5M -$7.24M -225,389 -23%
SAM
18
Silvercrest Asset Management
New York
$22.2M -$1.7M -52,905 -7%
LPC
19
Long Pond Capital
New York
$18.6M +$19.7M +613,458 New
ZP
20
Zimmer Partners
New York
$18.2M -$1.01M -31,500 -5%
Millennium Management
21
Millennium Management
New York
$17.9M +$9.89M +307,762 +108%
Northern Trust
22
Northern Trust
Illinois
$16.4M +$7.29M +226,972 +72%
BNP Paribas Asset Management
23
BNP Paribas Asset Management
France
$12.5M -$3.48M -108,386 -21%
IFG
24
Independent Financial Group
California
$11.2M +$259K +8,055 +2%
VFT
25
Vanguard Fiduciary Trust
Pennsylvania
$10.7M +$11.3M +352,609 New
1
2 3 4 5

SMA Hedge Fund Activity: Q1 2026 in Review

256 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in SmartStop Self Storage REIT (SMA) for Q1 2026, worth a combined $1.53B — up 6.8% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SMA positions and 39 closed out — a net gain of 19 holders — while 96 added to existing stakes and 75 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $84.6M. The largest seller was Deutsche Bank, cutting an estimated $56.7M.

  • 256 institutional investors held SmartStop Self Storage REIT (SMA) as of Q1 2026, up from 241 in Q4 2025.
  • Funds reported $1.53B of SmartStop Self Storage REIT stock for Q1 2026, up 6.8% quarter-over-quarter.
  • 58 funds opened new SmartStop Self Storage REIT positions in Q1 2026 and 39 closed out, a net change of +19 holders.
  • The largest SmartStop Self Storage REIT buyer in Q1 2026 was Goldman Sachs, an estimated $84.6M added.
  • The largest SmartStop Self Storage REIT seller in Q1 2026 was Deutsche Bank, an estimated $56.7M sold.

Based on aggregated 13F filings for Q1 2026.