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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
Voloridge Investment Management
101
Voloridge Investment Management
Florida
$503K +$486K +13,356 New
Cerity Partners
102
Cerity Partners
New York
$492K +$476K +13,083 New
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$466K +$116K +3,200 +35%
IC
104
IEQ Capital
California
$443K +$428K +11,763 New
NEI
105
Northwest & Ethical Investments
Ontario, Canada
$408K +$173K +4,750 +77%
PCM
106
Prelude Capital Management
New York
$361K -$654K -18,000 -65%
ASRS
107
Arizona State Retirement System
Arizona
$345K +$333K +9,165 New
IIM
108
INTECH Investment Management
Florida
$343K -$143K -3,944 -30%
New York State Common Retirement Fund
109
New York State Common Retirement Fund
New York
$339K – – –
US Bancorp
110
US Bancorp
Minnesota
$332K +$320K +8,810 New
PFSRSONJ
111
Police & Firemen's Retirement System of New Jersey
New Jersey
$314K +$60.4K +1,662 +25%
CAM
112
Cresset Asset Management
Illinois
$313K – – –
TPA
113
Trivium Point Advisory
Connecticut
$285K +$275K +7,565 New
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$260K +$251K +6,900 New
RF
115
Rossby Financial
Florida
$257K +$243K +6,689 New
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$250K -$100K -2,751 -29%
KK
117
KLP Kapitalforvaltning
Norway
$245K +$236K +6,500 New
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$244K +$141K +3,873 +148%
QCM
119
Quantinno Capital Management
New York
$235K +$227K +6,231 New
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$208K +$201K +5,530 New
ProShare Advisors
121
ProShare Advisors
Maryland
$201K -$17K -467 -8%
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$200K +$203K +5,588 New
CA
123
Crossingbridge Advisors
New York
$188K -$182K -5,000 -50%
SOS
124
Silver Oak Securities
Tennessee
$167K +$161K +4,439 New
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$154K -$160K -4,408 -52%
3 4
5
6 7

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.