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SMA

SmartStop Self Storage REIT
SMA

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: 124 → 161 (+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: 2 → 2 (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
–

Top Buyers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
+$33.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$20.3M
3
SSA
Schonfeld Strategic Advisors
New York
+$16.6M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$15.7M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$14.6M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$41M
2
CC
Conversant Capital
New Jersey
-$36.1M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$18.2M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$14.2M
5
BlackRock
BlackRock
New York
-$13.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$5.02M +$505K +13,882 +12%
Morgan Stanley
52
Morgan Stanley
New York
$4.22M +$2.49M +68,418 +156%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$4M +$135K +3,718 +4%
SO
54
STRS Ohio
Ohio
$3.8M -$1.92M -52,800 -34%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$3.56M +$766K +21,078 +29%
MC
56
Maverick Capital
Texas
$3.52M -$2.49M -68,354 -42%
Raymond James Financial
57
Raymond James Financial
Florida
$3.13M +$2.99M +82,236 +8,443%
OCBCO
58
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.94M -$39.3K -1,081 -1%
LIP
59
Lighthouse Investment Partners
Florida
$2.41M -$3.98M -109,500 -63%
Two Sigma Investments
60
Two Sigma Investments
New York
$2.31M -$2.75M -75,537 -55%
Barclays
61
Barclays
United Kingdom
$2.27M -$1.09M -29,927 -33%
Swiss National Bank
62
Swiss National Bank
Switzerland
$2.27M +$2.19M +60,200 New
DG
63
DigitalBridge Group
Florida
$2.24M -$4.7M -129,350 -65%
Franklin Resources
64
Franklin Resources
California
$2.11M +$39.7K +1,093 +2%
QT
65
Quantbot Technologies
New York
$2.02M +$1.57M +43,212 +415%
AQR Capital Management
66
AQR Capital Management
Connecticut
$1.98M +$1.91M +52,479 New
Nomura Asset Management
67
Nomura Asset Management
Japan
$1.69M +$1.64M +45,020 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$1.69M -$62.5K -1,718 -4%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$1.65M -$28.4K -780 -2%
Asset Management One
70
Asset Management One
Japan
$1.64M +$1.42M +38,947 +833%
Renaissance Technologies
71
Renaissance Technologies
New York
$1.53M +$97.4K +2,680 +7%
Sumitomo Mitsui Trust Group
72
Sumitomo Mitsui Trust Group
Japan
$1.29M +$1.25M +34,274 New
Jane Street
73
Jane Street
New York
$1.27M +$1.23M +33,746 New
UBS AM
74
UBS AM
Illinois
$1.17M +$1.13M +31,100 New
OAC
75
OMERS Administration Corp
Ontario, Canada
$1.13M – – –
1 2
3
4 5

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.