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SMA

SmartStop Self Storage REIT
SMA

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: 241 → 256 (+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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$84.6M
2
BlackRock
BlackRock
New York
+$53.7M
3
State Street
State Street
Massachusetts
+$32.7M
4
CC
Conversant Capital
New Jersey
+$27.6M
5
LPC
Long Pond Capital
New York
+$19.7M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$56.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$43.8M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$23.6M
4
American Century Companies
American Century Companies
Missouri
-$19.9M
5
Prudential Financial
Prudential Financial
New Jersey
-$19.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
76
Citigroup
New York
$1.99M +$509K +15,852 +32%
PA
77
Paralel Advisors
Colorado
$1.97M +$2.09M +65,000 New
SP
78
Sequent Planning
Nebraska
$1.96M -$15.4K -478 -0.7%
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.92M -$125K -3,895 -6%
Sumitomo Mitsui Trust Group
80
Sumitomo Mitsui Trust Group
Japan
$1.86M +$125K +3,876 +7%
Deutsche Bank
81
Deutsche Bank
Germany
$1.72M -$56.7M -1,763,558 -97%
Allianz Asset Management
82
Allianz Asset Management
Germany
$1.69M +$1.79M +55,840 New
Stifel Financial
83
Stifel Financial
Missouri
$1.69M +$1.11M +34,575 +163%
PI
84
PFG Investments
New York
$1.67M -$92.7K -2,884 -5%
PPWM
85
Premier Private Wealth Management
Florida
$1.65M -$645K -20,068 -27%
BSCCG
86
Blue Sky Capital Consultants Group
California
$1.59M +$583K +18,133 +53%
VIA
87
Vanguard Investments Australia
Australia
$1.56M +$1.66M +51,519 New
GCM
88
Ghisallo Capital Management
Massachusetts
$1.51M -$1.61M -50,000 -50%
ASN
89
Advisory Services Network
Georgia
$1.47M -$38.5K -1,199 -2%
Wells Fargo
90
Wells Fargo
California
$1.46M -$590K -18,375 -28%
Zurich Cantonal Bank
91
Zurich Cantonal Bank
Switzerland
$1.46M +$1.23M +38,252 +386%
JFG
92
Jefferies Financial Group
New York
$1.44M +$1.53M +47,500 New
AWM
93
AE Wealth Management
Kansas
$1.4M -$183K -5,708 -11%
Mitsubishi UFJ Asset Management
94
Mitsubishi UFJ Asset Management
Japan
$1.39M +$75.9K +2,362 +5%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$1.29M +$160K +4,990 +13%
SOADOR
96
State of Alaska Department of Revenue
Alaska
$1.27M +$408K +12,700 +43%
SC
97
Scotia Capital
Ontario, Canada
$1.21M +$1.28M +39,797 New
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$1.15M -$115K -3,589 -9%
VAM
99
Vanguard Asset Management
$1.1M +$1.17M +36,331 New
XT
100
XTX Topco
Cayman Islands
$1.08M +$46K +1,433 +4%
2 3
4
5 6

SMA Hedge Fund Activity: Q1 2026 in Review

256 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in SmartStop Self Storage REIT (SMA) for Q1 2026, worth a combined $1.53B — up 6.8% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SMA positions and 39 closed out — a net gain of 19 holders — while 96 added to existing stakes and 75 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $84.6M. The largest seller was Deutsche Bank, cutting an estimated $56.7M.

  • 256 institutional investors held SmartStop Self Storage REIT (SMA) as of Q1 2026, up from 241 in Q4 2025.
  • Funds reported $1.53B of SmartStop Self Storage REIT stock for Q1 2026, up 6.8% quarter-over-quarter.
  • 58 funds opened new SmartStop Self Storage REIT positions in Q1 2026 and 39 closed out, a net change of +19 holders.
  • The largest SmartStop Self Storage REIT buyer in Q1 2026 was Goldman Sachs, an estimated $84.6M added.
  • The largest SmartStop Self Storage REIT seller in Q1 2026 was Deutsche Bank, an estimated $56.7M sold.

Based on aggregated 13F filings for Q1 2026.