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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
LFG
251
Larson Financial Group
Missouri
$757 +$803 +25 New
CIAM
252
Caitong International Asset Management
Hong Kong
$545 +$578 +18 New
EP
253
Essential Partners
California
$61 -$482 -15 -88%
HFS
254
Hughes Financial Services
Virginia
$30 +$32 +1 New
TPWA
255
Twin Peaks Wealth Advisors
California
$30 +$32 +1 New
Wellington Management Group
256
Wellington Management Group
Massachusetts
-$43.8M -1,414,451 Closed
RIM
257
Rush Island Management
New York
-$15.6M -505,613 Closed
SSA
258
Schonfeld Strategic Advisors
New York
-$15.6M -505,202 Closed
CIMLRA
259
CBRE Investment Management Listed Real Assets
Pennsylvania
-$11.5M -371,785 Closed
AAMU
260
APG Asset Management US
New York
-$9.08M -293,366 Closed
BGM
261
Burkehill Global Management
New York
-$7.74M -250,000 Closed
FGP
262
Freestone Grove Partners
California
-$4.59M -148,332 Closed
GCA
263
GSI Capital Advisors
California
-$3.86M -124,919 Closed
Walleye Capital
264
Walleye Capital
New York
-$3.25M -105,000 Closed
Squarepoint
265
Squarepoint
New York
-$1.73M -55,850 Closed
SAM
266
Storebrand Asset Management
Norway
-$1.13M -36,479 Closed
LGM
267
Lykos Global Management
Connecticut
-$1.08M -35,000 Closed
Jacobs Levy Equity Management
268
Jacobs Levy Equity Management
New Jersey
-$745K -24,065 Closed
Allspring Global Investments
269
Allspring Global Investments
North Carolina
-$689K -22,383 Closed
OBWG
270
Onyx Bridge Wealth Group
New York
-$464K -14,983 Closed
JG
271
Jain Global
New York
-$401K -12,975 Closed
QP
272
Quartz Partners
New York
-$400K -12,933 Closed
BCI
273
Brinker Capital Investments
Pennsylvania
-$374K -12,086 Closed
ET
274
Entropy Technologies
New York
-$364K -11,749 Closed
PG
275
Prostatis Group
Maryland
-$361K -11,671 Closed