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SMA

SmartStop Self Storage REIT

161 hedge funds and large institutions have $1.43B invested in SmartStop Self Storage REIT in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 20

51% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 37

30% more funds holding

Funds holding: 124161 (+37)

3% more capital invested

Capital invested by funds: $1.38B → $1.43B (+$43.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.05% less ownership

Funds ownership: 123.04%121.99% (-1%)

Holders
161
Holders Change
+37
Holders Change %
+29.84%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
57
Increased
56
Reduced
37
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
26
Daiwa Securities Group
Japan
$13M +$1.16M +31,773 +10%
GCM
27
Ghisallo Capital Management
Massachusetts
$11.3M
Millennium Management
28
Millennium Management
New York
$11.3M -$2.56M -70,427 -19%
JP Morgan Chase
29
JP Morgan Chase
New York
$10.9M +$7.35M +202,187 +232%
Northern Trust
30
Northern Trust
Illinois
$10.2M +$1.45M +39,910 +17%
UBS Group
31
UBS Group
Switzerland
$9.78M -$7.02M -193,133 -43%
BGM
32
Burkehill Global Management
New York
$9.41M
CIMLRA
33
CBRE Investment Management Listed Real Assets
Pennsylvania
$8.86M -$8.13M -223,683 -49%
IFG
34
Independent Financial Group
California
$8.02M -$790K -21,734 -9%
Bank of America
35
Bank of America
North Carolina
$7.98M +$2.31M +63,527 +43%
CCM
36
Chilton Capital Management
Texas
$7.85M -$232K -6,393 -3%
N
37
Nuveen
North Carolina
$7.83M +$112K +3,087 +2%
ClearBridge Investments
38
ClearBridge Investments
New York
$7.49M +$167K +4,605 +2%
AIM
39
AXA Investment Managers
France
$7.45M +$7.2M +197,901 New
GCA
40
GSI Capital Advisors
California
$7.43M +$3.03M +83,448 +73%
BAMCO Inc
41
BAMCO Inc
New York
$6.98M -$6.39M -175,800 -49%
PMAM
42
Picton Mahoney Asset Management
Ontario, Canada
$6.86M +$2.95M +81,234 +81%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$6.82M +$6.59M +181,260 New
Walleye Capital
44
Walleye Capital
New York
$6.79M +$5.17M +142,156 +372%
BC
45
Brookfield Corp
Ontario, Canada
$6.56M -$4.99M -137,379 -44%
PCM
46
Polymer Capital Management
New York
$6.44M
FGP
47
Freestone Grove Partners
California
$6.35M +$786K +21,616 +15%
CI Investments Inc
48
CI Investments Inc
Ontario, Canada
$6.02M +$7.27K +200 +0.1%
PCM
49
Peregrine Capital Management
Minnesota
$5.62M -$16.3K -448 -0.3%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$5.54M +$349K +9,585 +7%

SMA Hedge Fund Activity: Q3 2025 in Review

161 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in SmartStop Self Storage REIT (SMA) for Q3 2025, worth a combined $1.43B — up 3.1% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SMA positions and 20 closed out — a net gain of 37 holders — while 56 added to existing stakes and 37 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $33.1M. The largest seller was Citadel Advisors, cutting an estimated $41M.

  • 161 institutional investors held SmartStop Self Storage REIT (SMA) as of Q3 2025, up from 124 in Q2 2025.
  • Funds reported $1.43B of SmartStop Self Storage REIT stock for Q3 2025, up 3.1% quarter-over-quarter.
  • 57 funds opened new SmartStop Self Storage REIT positions in Q3 2025 and 20 closed out, a net change of +37 holders.
  • The largest SmartStop Self Storage REIT buyer in Q3 2025 was Silvercrest Asset Management, an estimated $33.1M added.
  • The largest SmartStop Self Storage REIT seller in Q3 2025 was Citadel Advisors, an estimated $41M sold.

Based on aggregated 13F filings for Q3 2025.