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SMA

SmartStop Self Storage REIT

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: 241256 (+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
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%