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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
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$13.3M -$197K -5,820 -1%
JP Morgan Chase
27
JP Morgan Chase
New York
$13.1M +$4.55M +134,397 +46%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$12.8M +$1.69M +49,822 +14%
CIMLRA
29
CBRE Investment Management Listed Real Assets
Pennsylvania
$11.5M +$4.61M +136,382 +58%
IFG
30
Independent Financial Group
California
$11.2M +$5.03M +148,626 +70%
BC
31
Brookfield Corp
Ontario, Canada
$9.86M +$4.89M +144,544 +83%
Northern Trust
32
Northern Trust
Illinois
$9.7M +$1.47M +43,314 +16%
AAMU
33
APG Asset Management US
New York
$9.08M +$9.93M +293,366 New
Daiwa Securities Group
34
Daiwa Securities Group
Japan
$8.93M -$1.93M -57,162 -17%
Millennium Management
35
Millennium Management
New York
$8.78M -$511K -15,113 -5%
LPL Financial
36
LPL Financial
California
$8.09M +$8.12M +240,008 +1,117%
BGM
37
Burkehill Global Management
New York
$7.74M
Hudson Bay Capital Management
38
Hudson Bay Capital Management
Connecticut
$6.98M +$7.64M +225,751 New
CCM
39
Chilton Capital Management
Texas
$6.59M +$138K +4,064 +2%
CI Investments Inc
40
CI Investments Inc
Ontario, Canada
$6.35M +$1.53M +45,173 +28%
LIP
41
Lighthouse Investment Partners
Florida
$6.19M +$4.6M +136,000 +213%
UBS Group
42
UBS Group
Switzerland
$5.99M -$2.24M -66,062 -25%
PMAM
43
Picton Mahoney Asset Management
Ontario, Canada
$5.8M +$176K +5,208 +3%
ClearBridge Investments
44
ClearBridge Investments
New York
$5.69M -$507K -14,977 -8%
KAS
45
Kestra Advisory Services
Texas
$5.65M +$5.57M +164,762 +919%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$5.35M +$2.65M +78,324 +83%
PCM
47
Polymer Capital Management
New York
$5.3M
CF
48
Centaurus Financial
California
$5.17M +$5.53M +163,388 +4,277%
SEI Investments
49
SEI Investments
Pennsylvania
$5.17M +$1.14M +33,650 +25%
MC
50
Maverick Capital
Texas
$4.94M +$2.23M +65,967 +70%