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SMA

SmartStop Self Storage REIT

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: 124161 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$1.13M -$633K -17,407 -37%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$1.11M +$1.01M +27,759 +1,572%
AllianceBernstein
78
AllianceBernstein
Tennessee
$1.08M
SIS
79
Sound Income Strategies
Florida
$1.04M +$990K +27,241 +1,257%
Wells Fargo
80
Wells Fargo
California
$988K +$217K +5,957 +29%
SP
81
Sequent Planning
Nebraska
$889K +$900K +24,741 New
Mitsubishi UFJ Asset Management
82
Mitsubishi UFJ Asset Management
Japan
$866K +$836K +23,006 New
SWGC
83
Summit Wealth Group (Colorado)
Colorado
$846K +$84.1K +2,314 New
Citadel Advisors
84
Citadel Advisors
Florida
$829K -$41M -1,128,387 -98%
LPL Financial
85
LPL Financial
California
$809K -$3.27K -90 -0.4%
Invesco
86
Invesco
Georgia
$790K +$158K +4,355 +26%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$779K +$752K +20,683 New
KF
88
Krilogy Financial
Missouri
$745K +$785K +21,603 New
Principal Financial Group
89
Principal Financial Group
Iowa
$744K +$718K +19,759 New
FW
90
FullCircle Wealth
Texas
$736K +$783K +21,537 New
MIM
91
MetLife Investment Management
New Jersey
$725K +$77.9K +2,142 +13%
Stifel Financial
92
Stifel Financial
Missouri
$722K +$90.5K +2,490 +15%
KAS
93
Kestra Advisory Services
Texas
$675K -$14.7K -403 -2%
MML Investors Services
94
MML Investors Services
Massachusetts
$637K +$253K +6,954 +70%
Capstone Investment Advisors
95
Capstone Investment Advisors
New York
$597K +$577K +15,867 New
SOADOR
96
State of Alaska Department of Revenue
Alaska
$569K +$51.3K +1,411 +10%
CS
97
Capital Square
Tennessee
$563K +$83.4K +2,295 +18%
CP
98
Castleview Partners
Texas
$554K +$536K +14,729 New
Mirae Asset Global ETFs Holdings
99
Mirae Asset Global ETFs Holdings
Hong Kong
$546K -$36.8K -1,011 -7%
RAM
100
Resona Asset Management
Japan
$507K +$495K +13,603 New

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.