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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
IIM
151
INTECH Investment Management
Florida
$349K +$73K +2,158 +24%
CS
152
Capital Square
Tennessee
$345K -$129K -3,798 -25%
IW
153
Integrated Wealthcare
North Carolina
$325K +$355K +10,494 New
NEI
154
Northwest & Ethical Investments
Ontario, Canada
$310K -$36.4K -1,075 -10%
BFS
155
BridgePort Financial Solutions
Iowa
$309K +$338K +9,990 New
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$306K +$102K +3,000 +43%
SG Americas Securities
157
SG Americas Securities
New York
$305K +$334K +9,862 New
PAS
158
Park Avenue Securities
New York
$295K +$322K +9,522 New
RCM
159
Raleigh Capital Management
North Carolina
$287K +$314K +9,267 New
CAI
160
Capital Advisors Inc
Oklahoma
$281K +$307K +9,076 New
New York State Common Retirement Fund
161
New York State Common Retirement Fund
New York
$278K
PA
162
PharVision Advisers
Florida
$274K +$299K +8,848 New
Focus Partners Wealth
163
Focus Partners Wealth
Massachusetts
$273K +$281K +8,306 New
US Bancorp
164
US Bancorp
Minnesota
$273K -$68 -2 -0%
Cerity Partners
165
Cerity Partners
New York
$268K -$150K -4,436 -34%
Wealth Enhancement Advisory Services
166
Wealth Enhancement Advisory Services
Minnesota
$267K +$94.5K +2,792 +50%
ASRS
167
Arizona State Retirement System
Arizona
$266K -$19.2K -568 -6%
SFA
168
Sequoia Financial Advisors
Ohio
$259K +$283K +8,372 New
PFSRSONJ
169
Police & Firemen's Retirement System of New Jersey
New Jersey
$258K
CAM
170
Cresset Asset Management
Illinois
$258K
RA
171
RFG Advisory
Alabama
$253K +$277K +8,186 New
CI
172
CX Institutional
Indiana
$252K +$276K +8,153 New
SOW
173
State of Wyoming
Wyoming
$249K +$272K +8,045 New
WRPWM
174
Werba Rubin Papier Wealth Management
California
$248K +$271K +8,002 New
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
$241K +$44.2K +1,305 +20%