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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
SP
76
Sequent Planning
Nebraska
$2.01M +$1.36M +40,308 +163%
Swiss National Bank
77
Swiss National Bank
Switzerland
$1.9M +$37.2K +1,100 +2%
PI
78
PFG Investments
New York
$1.79M +$1.96M +57,931 New
Sumitomo Mitsui Trust Group
79
Sumitomo Mitsui Trust Group
Japan
$1.78M +$783K +23,145 +68%
Squarepoint
80
Squarepoint
New York
$1.73M +$1.89M +55,850 New
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$1.64M +$279K +8,233 +18%
AWM
82
AE Wealth Management
Kansas
$1.61M +$1.76M +51,925 New
ASN
83
Advisory Services Network
Georgia
$1.54M +$1.69M +49,864 New
Citigroup
84
Citigroup
New York
$1.54M +$1.61M +47,463 +2,021%
Barclays
85
Barclays
United Kingdom
$1.5M -$393K -11,617 -19%
MML Investors Services
86
MML Investors Services
Massachusetts
$1.45M +$1.01M +29,986 +177%
Mitsubishi UFJ Asset Management
87
Mitsubishi UFJ Asset Management
Japan
$1.34M +$691K +20,436 +89%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$1.28M +$1.22M +35,981 +651%
Osaic Holdings
89
Osaic Holdings
Arizona
$1.27M +$1.34M +39,622 +2,591%
BCMLT
90
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.27M +$1.39M +40,981 New
AWA
91
Arkadios Wealth Advisors
Georgia
$1.26M +$1.38M +40,695 New
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$1.18M -$194K -5,739 -13%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$1.16M +$1.27M +37,575 New
SAM
94
Storebrand Asset Management
Norway
$1.13M +$1.23M +36,479 New
LGM
95
Lykos Global Management
Connecticut
$1.08M +$1.18M +35,000 New
BSCCG
96
Blue Sky Capital Consultants Group
California
$1.06M +$1.16M +34,378 New
XT
97
XTX Topco
Cayman Islands
$1.06M +$1.16M +34,222 New
AllianceBernstein
98
AllianceBernstein
Tennessee
$1.01M +$133K +3,916 +14%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$943K +$911K +26,934 +758%
OAC
100
OMERS Administration Corp
Ontario, Canada
$928K