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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
AWM
126
Apollon Wealth Management
South Carolina
$670K – – –
VGA
127
Vanguard Global Advisers
Pennsylvania
$665K +$705K +21,947 New
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$652K +$691K +21,518 New
TA
129
TrueWealth Advisors
Alabama
$619K -$9.64K -300 -1%
AQR Capital Management
130
AQR Capital Management
Connecticut
$595K +$228K +7,087 +56%
P
131
&Partners
Tennessee
$540K +$10.6K +331 +2%
New York State Common Retirement Fund
132
New York State Common Retirement Fund
New York
$530K +$273K +8,500 +94%
TPA
133
Trivium Point Advisory
Connecticut
$516K -$243K -7,554 -31%
HS
134
Hazelview Securities
Ontario, Canada
$514K +$546K +16,990 New
EC
135
EntryPoint Capital
New York
$514K – – –
VWA
136
Valued Wealth Advisors
Utah
$482K -$22.5K -699 -4%
Barclays
137
Barclays
United Kingdom
$461K -$1.07M -33,401 -69%
ASRS
138
Arizona State Retirement System
Arizona
$460K +$212K +6,605 +77%
SG Americas Securities
139
SG Americas Securities
New York
$441K +$151K +4,696 +48%
CMI
140
Clare Market Investments
Texas
$441K +$468K +14,559 New
MGP
141
Metis Global Partners
California
$439K +$45.3K +1,409 +11%
AC
142
Allstate Corporation
Illinois
$436K -$140K -4,372 -23%
PFSRSONJ
143
Police & Firemen's Retirement System of New Jersey
New Jersey
$429K +$188K +5,836 +70%
WA
144
Waverly Advisors
Alabama
$402K +$1.61K +50 +0.4%
SMDAM
145
Sumitomo Mitsui DS Asset Management
Japan
$394K – – –
EWA
146
Etesian Wealth Advisors
Oregon
$383K -$290K -9,030 -42%
AG
147
AlTi Global
New York
$380K – – –
OWM
148
OneAscent Wealth Management
Alabama
$380K – – –
KK
149
KLP Kapitalforvaltning
Norway
$371K +$183K +5,700 +88%
CS
150
Capital Square
Tennessee
$362K +$64 +2 +0%
4 5
6
7 8

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.