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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
PCM
51
Peregrine Capital Management
Minnesota
$4.86M +$268K +7,926 +5%
FGP
52
Freestone Grove Partners
California
$4.59M -$688K -20,341 -12%
Bank of America
53
Bank of America
North Carolina
$4.49M -$2.26M -66,894 -32%
PCIA
54
Prime Capital Investment Advisors
Kansas
$4.47M +$4.88M +144,312 New
SPS
55
Susquehanna Portfolio Strategies
Pennsylvania
$4.26M +$4.66M +137,584 New
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$4.2M +$4.59M +135,609 New
Morgan Stanley
57
Morgan Stanley
New York
$4.18M +$773K +22,831 +20%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$4.06M +$4.21M +124,474 +1,872%
GCA
59
GSI Capital Advisors
California
$3.86M -$2.45M -72,533 -37%
MFG
60
Merit Financial Group
Georgia
$3.56M +$3.89M +114,992 New
OCBCO
61
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.35M +$1.02M +30,158 +39%
1832 Asset Management
62
1832 Asset Management
Ontario, Canada
$3.25M -$2.58M -76,200 -42%
Walleye Capital
63
Walleye Capital
New York
$3.25M -$2.55M -75,356 -42%
SO
64
STRS Ohio
Ohio
$3.2M +$88K +2,600 +3%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$3.16M -$136K -4,025 -4%
GCM
66
Ghisallo Capital Management
Massachusetts
$3.09M -$6.77M -200,000 -67%
Franklin Resources
67
Franklin Resources
California
$2.97M +$1.35M +39,807 +71%
CL
68
Choreo LLC
Illinois
$2.94M +$3.17M +93,730 New
Raymond James Financial
69
Raymond James Financial
Florida
$2.91M +$371K +10,957 +13%
Man Group
70
Man Group
United Kingdom
$2.69M +$2.95M +87,054 New
Nomura Asset Management
71
Nomura Asset Management
Japan
$2.56M +$1.27M +37,600 +84%
Asset Management One
72
Asset Management One
Japan
$2.4M +$1.12M +33,158 +76%
PPWM
73
Premier Private Wealth Management
Florida
$2.33M +$2.52M +74,593 New
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.09M +$2.28M +67,392 New
Wells Fargo
75
Wells Fargo
California
$2.06M +$1.37M +40,362 +154%