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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
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$10.6M -$2.2M -68,481 -16%
Morgan Stanley
27
Morgan Stanley
New York
$10.4M +$6.71M +208,915 +155%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$9.57M -$4.21M -130,935 -29%
LPL Financial
29
LPL Financial
California
$8.79M +$927K +28,844 +11%
UBS Group
30
UBS Group
Switzerland
$8.22M +$2.5M +77,791 +40%
Hudson Bay Capital Management
31
Hudson Bay Capital Management
Connecticut
$7.64M +$851K +26,485 +12%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$7.45M -$5.34M -166,106 -40%
PMAM
33
Picton Mahoney Asset Management
Ontario, Canada
$7.39M +$1.82M +56,623 +30%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$7M +$1.87M +58,169 +34%
CCM
35
Chilton Capital Management
Texas
$6.81M +$390K +12,122 +6%
Bank of America
36
Bank of America
North Carolina
$6.74M +$2.49M +77,479 +53%
JP Morgan Chase
37
JP Morgan Chase
New York
$6.53M -$6.57M -204,463 -48%
UBS AM
38
UBS AM
Illinois
$6.51M +$6.1M +189,879 +760%
ClearBridge Investments
39
ClearBridge Investments
New York
$6.41M +$887K +27,594 +15%
Daiwa Securities Group
40
Daiwa Securities Group
Japan
$6.05M -$2.85M -88,721 -31%
Legal & General Group
41
Legal & General Group
United Kingdom
$5.91M +$5.31M +165,397 +553%
SEI Investments
42
SEI Investments
Pennsylvania
$5.7M +$681K +21,200 +13%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$5.68M +$2.66M +82,640 +79%
KAS
44
Kestra Advisory Services
Texas
$5.68M +$155K +4,817 +3%
CI Investments Inc
45
CI Investments Inc
Ontario, Canada
$5.6M -$651K -20,251 -10%
CL
46
Choreo LLC
Illinois
$5.44M +$2.73M +85,009 +91%
PCM
47
Polymer Capital Management
New York
$5.18M
Ameriprise
48
Ameriprise
Minnesota
$4.84M +$5.13M +159,713 New
PCM
49
Peregrine Capital Management
Minnesota
$4.78M +$26.1K +813 +0.5%
CF
50
Centaurus Financial
California
$4.6M -$488K -15,193 -9%