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SMA

SmartStop Self Storage REIT

124 hedge funds and large institutions have $1.38B invested in SmartStop Self Storage REIT in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

123.04% more ownership

Funds ownership: 0%123.04% (+123%)

Holders
124
Holders Change
+124
Holders Change %
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
124
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Peregrine Capital Management
Minnesota
$5.42M +$5.28M +149,703 New
Bank of America
52
Bank of America
North Carolina
$5.38M +$5.23M +148,474 New
FGP
53
Freestone Grove Partners
California
$5.33M +$5.18M +147,057 New
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$4.99M +$4.85M +137,607 New
Two Sigma Investments
55
Two Sigma Investments
New York
$4.96M +$4.83M +137,004 New
SEI Investments
56
SEI Investments
Pennsylvania
$4.33M +$4.21M +119,415 New
GCA
57
GSI Capital Advisors
California
$4.13M +$4.02M +114,004 New
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$3.91M +$3.8M +107,771 New
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$3.72M +$3.62M +102,581 New
PMAM
60
Picton Mahoney Asset Management
Ontario, Canada
$3.66M +$3.56M +100,907 New
Verition Fund Management
61
Verition Fund Management
Connecticut
$3.28M +$3.19M +90,603 New
Barclays
62
Barclays
United Kingdom
$3.27M +$3.18M +90,170 New
JP Morgan Chase
63
JP Morgan Chase
New York
$3.15M +$3.07M +87,075 New
OCBCO
64
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.87M +$2.79M +79,196 New
Bank of New York Mellon
65
Bank of New York Mellon
New York
$2.66M +$2.59M +73,544 New
Franklin Resources
66
Franklin Resources
California
$1.99M +$1.94M +55,064 New
Legal & General Group
67
Legal & General Group
United Kingdom
$1.72M +$1.67M +47,384 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$1.68M +$1.64M +46,482 New
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$1.61M +$1.57M +44,500 New
Morgan Stanley
70
Morgan Stanley
New York
$1.59M +$1.54M +43,791 New
Walleye Capital
71
Walleye Capital
New York
$1.38M +$1.35M +38,200 New
Renaissance Technologies
72
Renaissance Technologies
New York
$1.37M +$1.34M +37,900 New
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$1.24M +$1.2M +34,108 New
OAC
74
OMERS Administration Corp
Ontario, Canada
$1.09M +$1.06M +30,000 New
AllianceBernstein
75
AllianceBernstein
Tennessee
$1.04M +$1.02M +28,800 New

SMA Hedge Fund Activity: Q2 2025 in Review

124 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in SmartStop Self Storage REIT (SMA) for Q2 2025, worth a combined $1.38B.

Buyers outnumbered sellers: 124 funds opened new SMA positions and 0 closed out — a net gain of 124 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $164M.

  • 124 institutional investors held SmartStop Self Storage REIT (SMA) as of Q2 2025, up from 0 in Q1 2025.
  • Funds reported $1.38B of SmartStop Self Storage REIT stock for Q2 2025.
  • 124 funds opened new SmartStop Self Storage REIT positions in Q2 2025 and 0 closed out, a net change of +124 holders.
  • The largest SmartStop Self Storage REIT buyer in Q2 2025 was T. Rowe Price Associates, an estimated $164M added.

Based on aggregated 13F filings for Q2 2025.