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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
MPWT
151
MassMutual Private Wealth & Trust
Connecticut
$1.51K +$1.45K +40 New
IA
152
IFP Advisors
Florida
$1.24K +$1.2K +33 New
Jones Financial Companies
153
Jones Financial Companies
Missouri
$1.22K
WA
154
WPG Advisers
Maryland
$1.13K
AF
155
Allworth Financial
California
$829 +$800 +22 New
FFA
156
Farther Finance Advisors
California
$565 +$545 +15 New
FFO
157
Fortitude Family Office
Arizona
$527 +$509 +14 New
RIL
158
Rothschild Investment LLC
Illinois
$376 -$545 -15 -60%
PS
159
Principal Securities
Iowa
$376 +$364 +10 New
TWD
160
True Wealth Design
Ohio
$302 +$291 +8 New
GI
161
GAMMA Investing
California
$263 +$255 +7 New
CC
162
Conversant Capital
New Jersey
-$36.1M -996,356 Closed
Hudson Bay Capital Management
163
Hudson Bay Capital Management
Connecticut
-$18.2M -502,406 Closed
Alyeska Investment Group
164
Alyeska Investment Group
Illinois
-$14.2M -391,159 Closed
Adage Capital Partners
165
Adage Capital Partners
Massachusetts
-$12.3M -340,000 Closed
SFM
166
Soros Fund Management
New York
-$11.9M -328,428 Closed
WP
167
Woodline Partners
California
-$11.1M -307,111 Closed
Axa
168
Axa
France
-$7.17M -197,901 Closed
WCP
169
Waterfront Capital Partners
New York
-$6.16M -170,000 Closed
Mitsubishi UFJ Trust & Banking
170
Mitsubishi UFJ Trust & Banking
Japan
-$3.91M -107,771 Closed
Verition Fund Management
171
Verition Fund Management
Connecticut
-$3.28M -90,603 Closed
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
-$1.24M -34,108 Closed
GCM
173
Greenland Capital Management
New York
-$831K -22,940 Closed
Marshall Wace
174
Marshall Wace
United Kingdom
-$830K -22,913 Closed
FCM
175
FJ Capital Management
Virginia
-$758K -20,922 Closed

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.