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SMA

SmartStop Self Storage REIT

241 hedge funds and large institutions have $1.44B invested in SmartStop Self Storage REIT in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 79 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 18

55% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 51

50% more funds holding

Funds holding: 161241 (+80)

1% more capital invested

Capital invested by funds: $1.43B → $1.44B (+$10.4M)

38.15% less ownership

Funds ownership: 121.99%83.84% (-38%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
241
Holders Change
+80
Holders Change %
+49.69%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
101
Increased
79
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
226
Aster Capital Management
United Arab Emirates
$12.4K +$13.5K +400 New
GRP
227
Global Retirement Partners
California
$11.5K +$10.6K +313 +531%
AGWCA
228
Annis Gardner Whiting Capital Advisors
Florida
$10.8K +$11.7K +346 New
Los Angeles Capital Management
229
Los Angeles Capital Management
California
$7.49K +$7.24K +214 New
CA
230
Clearstead Advisors
Ohio
$5.72K +$6.26K +185 New
DPW
231
DiNuzzo Private Wealth
Pennsylvania
$5.54K +$6.06K +179 New
PTC
232
Private Trust Company
Ohio
$3.84K
SS
233
Sunbelt Securities
Texas
$3.09K +$3.38K +100 New
GI
234
GAMMA Investing
California
$2.82K +$2.84K +84 +1,200%
WA
235
WPG Advisers
Maryland
$928
National Bank of Canada
236
National Bank of Canada
Quebec, Canada
$896 -$5.96K -176 -86%
EP
237
Essential Partners
California
$526 -$1.96K -58 -77%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$402 -$3.52K -104 -89%
RIL
239
Rothschild Investment LLC
Illinois
$217 -$102 -3 -30%
TWD
240
True Wealth Design
Ohio
$217 -$34 -1 -13%
EWA
241
EverSource Wealth Advisors
Alabama
$155 -$4.06K -120 -96%
GC
242
Gillson Capital
Illinois
-$15.6M -413,127 Closed
Point72 Asset Management
243
Point72 Asset Management
Connecticut
-$15.4M -409,642 Closed
BAMCO Inc
244
BAMCO Inc
New York
-$6.98M -185,572 Closed
DG
245
DigitalBridge Group
Florida
-$2.24M -68,400 Closed
Renaissance Technologies
246
Renaissance Technologies
New York
-$1.53M -40,580 Closed
Jane Street
247
Jane Street
New York
-$1.27M -33,746 Closed
Citadel Advisors
248
Citadel Advisors
Florida
-$829K -22,033 Closed
Capstone Investment Advisors
249
Capstone Investment Advisors
New York
-$597K -15,867 Closed
IC
250
IEQ Capital
California
-$443K -11,763 Closed