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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
QCM
126
Quantinno Capital Management
New York
$529K +$367K +10,860 +174%
EC
127
EntryPoint Capital
New York
$525K +$574K +16,972 New
JWCA
128
J.W. Cole Advisors
Florida
$522K +$1.11M +32,849 New
VWA
129
Valued Wealth Advisors
Utah
$515K +$561K +16,588 New
OBWG
130
Onyx Bridge Wealth Group
New York
$464K +$507K +14,983 New
Mirae Asset Global ETFs Holdings
131
Mirae Asset Global ETFs Holdings
Hong Kong
$449K +$812 +24 +0.2%
CP
132
Castleview Partners
Texas
$447K -$9.47K -280 -2%
QT
133
Quantbot Technologies
New York
$441K -$1.33M -39,364 -73%
Corient Private Wealth
134
Corient Private Wealth
Florida
$433K +$473K +13,982 New
WA
135
Waverly Advisors
Alabama
$409K +$447K +13,212 New
MGP
136
Metis Global Partners
California
$405K +$443K +13,098 New
SMDAM
137
Sumitomo Mitsui DS Asset Management
Japan
$402K +$440K +12,997 New
JG
138
Jain Global
New York
$401K +$439K +12,975 New
QP
139
Quartz Partners
New York
$400K +$438K +12,933 New
AG
140
AlTi Global
New York
$388K +$423K +12,500 New
AQR Capital Management
141
AQR Capital Management
Connecticut
$388K -$1.35M -39,929 -76%
OWM
142
OneAscent Wealth Management
Alabama
$388K +$425K +12,548 New
KA
143
Kovack Advisors
Florida
$387K +$423K +12,498 New
BCI
144
Brinker Capital Investments
Pennsylvania
$374K +$409K +12,086 New
Creative Planning
145
Creative Planning
Kansas
$369K +$404K +11,941 New
ET
146
Entropy Technologies
New York
$364K +$398K +11,749 New
PG
147
Prostatis Group
Maryland
$361K +$395K +11,671 New
WMS
148
Wealth Management Strategies
Pennsylvania
$359K +$393K +11,604 New
Voloridge Investment Management
149
Voloridge Investment Management
Florida
$355K -$63.7K -1,883 -14%
AWA
150
Adapt Wealth Advisors
Georgia
$352K +$385K +11,392 New