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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
SC
226
Swan Capital
Florida
$15.2K +$16.1K +501 New
GFM
227
GF Fund Management
China
$14.4K -$1.22K -38 -7%
KAS
228
Kemnay Advisory Services
New York
$13.9K +$14.7K +458 New
MCM
229
MAI Capital Management
Ohio
$13.6K -$23.4K -729 -62%
FFA
230
Frazier Financial Advisors
Ohio
$12.2K – – –
AGWCA
231
Annis Gardner Whiting Capital Advisors
Florida
$10.5K – – –
Simplex Trading
232
Simplex Trading
Illinois
$10.2K +$10.8K +337 New
IAIM
233
International Assets Investment Management
Florida
$9.28K -$60.3K -1,875 -86%
TCM
234
TD Capital Management
Tennessee
$8.33K +$8.84K +275 New
EWA
235
EverSource Wealth Advisors
Alabama
$7.27K +$7.55K +235 +4,700%
Los Angeles Capital Management
236
Los Angeles Capital Management
California
$6.48K – – –
VCM
237
Versant Capital Management
Arizona
$6.06K -$6.59K -205 -51%
NF
238
Napier Financial
Massachusetts
$5.87K +$6.23K +194 New
DPW
239
DiNuzzo Private Wealth
Pennsylvania
$5.42K – – –
PTC
240
Private Trust Company
Ohio
$5.39K +$1.74K +54 +44%
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$5K +$4.88K +152 +1,169%
National Bank of Canada
242
National Bank of Canada
Quebec, Canada
$4.54K +$3.89K +121 +417%
SS
243
Sunbelt Securities
Texas
$3.06K +$32 +1 +1%
GI
244
GAMMA Investing
California
$3.06K +$321 +10 +11%
RFP
245
Root Financial Partners
California
$2.03K +$2.15K +67 New
WTC
246
WhitTier Trust Company
Nevada
$1.85K +$1.96K +61 New
JWM
247
JPL Wealth Management
Colorado
$1.18K +$1.25K +39 New
WA
248
WPG Advisers
Maryland
$908 – – –
TPCW
249
TD Private Client Wealth
New York
$848 +$900 +28 New
RIL
250
Rothschild Investment LLC
Illinois
$818 +$643 +20 +286%
8 9
10
11 12

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.