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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
Legal & General Group
101
Legal & General Group
United Kingdom
$925K -$2.37K -70 -0.2%
California State Teachers Retirement System (CalSTRS)
102
California State Teachers Retirement System (CalSTRS)
California
$918K +$5.21K +154 +0.5%
SOADOR
103
State of Alaska Department of Revenue
Alaska
$909K +$484K +14,297 +94%
EGM
104
Engineers Gate Manager
New York
$822K +$899K +26,570 New
SIS
105
Sound Income Strategies
Florida
$784K -$207K -6,115 -21%
UBS AM
106
UBS AM
Illinois
$773K -$207K -6,116 -20%
TPA
107
Trivium Point Advisory
Connecticut
$761K +$577K +17,041 +225%
FFA
108
Farther Finance Advisors
California
$748K +$818K +24,164 +161,093%
Jacobs Levy Equity Management
109
Jacobs Levy Equity Management
New Jersey
$745K +$814K +24,065 New
RAM
110
Resona Asset Management
Japan
$729K +$330K +9,740 +72%
Invesco
111
Invesco
Georgia
$710K +$66.2K +1,956 +9%
Allspring Global Investments
112
Allspring Global Investments
North Carolina
$689K -$17.8M -524,982 -96%
AWM
113
Apollon Wealth Management
South Carolina
$685K +$749K +22,142 New
KF
114
Krilogy Financial
Missouri
$672K -$11.7K -347 -2%
EWA
115
Etesian Wealth Advisors
Oregon
$671K +$733K +21,673 New
Stifel Financial
116
Stifel Financial
Missouri
$658K +$69.7K +2,059 +11%
TA
117
TrueWealth Advisors
Alabama
$642K +$702K +20,737 New
CA
118
Crossingbridge Advisors
New York
$630K +$508K +15,000 +300%
AA
119
AlphaCentric Advisors
Puerto Rico
$619K +$677K +20,000 New
MIM
120
MetLife Investment Management
New Jersey
$617K +$22.7K +671 +3%
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$587K -$58.1K -1,716 -8%
AC
122
Allstate Corporation
Illinois
$581K +$635K +18,766 New
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$565K +$200K +5,901 +48%
Two Sigma Investments
124
Two Sigma Investments
New York
$555K -$1.47M -43,539 -71%
P
125
&Partners
Tennessee
$541K +$592K +17,501 New