We are live on ! Find out more
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
Voloridge Investment Management
276
Voloridge Investment Management
Florida
– -$355K -11,473 Closed
PAS
277
Park Avenue Securities
New York
– -$295K -9,522 Closed
PA
278
PharVision Advisers
Florida
– -$274K -8,848 Closed
Wealth Enhancement Advisory Services
279
Wealth Enhancement Advisory Services
Minnesota
– -$267K -8,380 Closed
CAM
280
Cresset Asset Management
Illinois
– -$258K -8,294 Closed
RA
281
RFG Advisory
Alabama
– -$253K -8,186 Closed
WRPWM
282
Werba Rubin Papier Wealth Management
California
– -$248K -8,002 Closed
Mariner
283
Mariner
Kansas
– -$238K -7,689 Closed
ACM
284
Advisors Capital Management
New Jersey
– -$224K -7,247 Closed
AWA
285
Arete Wealth Advisors
Illinois
– -$209K -6,759 Closed
AAM
286
Augustine Asset Management
Florida
– -$201K -6,512 Closed
SC
287
SouthState Corp
Florida
– -$116K -3,750 Closed
SPIA
288
Steward Partners Investment Advisory
New York
– -$112K -3,632 Closed
SA
289
Strategic Advocates
Utah
– -$32.9K -1,049 Closed
AB
290
Amalgamated Bank
New York
– -$30K -981 Closed
BCMIO
291
Beacon Capital Management Inc (Ohio)
Ohio
– -$25.7K -832 Closed
QL
292
Quarry LP
New York
– -$18.4K -596 Closed
ACM
293
Aster Capital Management
United Arab Emirates
– -$12.4K -400 Closed
TWD
294
True Wealth Design
Ohio
– -$217 -7 Closed
C
295
Covestor
United Kingdom
– +$129 +4 New
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.