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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
CF
126
Centaurus Financial
California
$144K +$139K +3,820 New
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$134K +$129K +3,552 New
AIP
128
Ameritas Investment Partners
Nebraska
$98.2K -$10.3K -282 -10%
TRCT
129
Tower Research Capital (TRC)
New York
$91.6K -$9.71K -267 -10%
Citigroup
130
Citigroup
New York
$88.4K -$260K -7,150 -75%
SCM
131
Sterling Capital Management
North Carolina
$81.4K +$50.8K +1,398 +183%
Osaic Holdings
132
Osaic Holdings
Arizona
$57.1K -$2.29K -63 -4%
AT
133
Avalon Trust
New Mexico
$39.8K +$38.4K +1,057 New
AB
134
Amalgamated Bank
New York
$36K
AAP
135
Arax Advisory Partners
Colorado
$30.1K +$29.1K +799 New
Mirae Asset Global Investments
136
Mirae Asset Global Investments
South Korea
$25.6K +$24.8K +681 New
GFM
137
GF Fund Management
China
$19.7K +$19.1K +524 New
CIAM
138
Caitong International Asset Management
Hong Kong
$18.6K +$16.5K +454 +1,135%
CVM
139
Cheviot Value Management
California
$18.5K +$18.1K +497 New
QL
140
Quarry LP
New York
$15.5K +$14.9K +411 New
PE
141
Point72 Europe
United Kingdom
$7.76K +$7.49K +206 New
National Bank of Canada
142
National Bank of Canada
Quebec, Canada
$7.71K +$982 +27 +15%
EWA
143
EverSource Wealth Advisors
Alabama
$4.71K +$4.54K +125 New
PTC
144
Private Trust Company
Ohio
$4.67K +$4.51K +124 New
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$4.4K +$4.25K +117 New
TPCW
146
TD Private Client Wealth
New York
$3.42K +$3.31K +91 New
EP
147
Essential Partners
California
$2.82K +$2.73K +75 New
Fidelity Investments
148
Fidelity Investments
Massachusetts
$2.41K +$2.33K +64 New
GRP
149
Global Retirement Partners
California
$2.22K
VCM
150
Versant Capital Management
Arizona
$1.88K +$1.82K +50 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.