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SMA

SmartStop Self Storage REIT

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: 241256 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
UM
151
UniSuper Management
Australia
$348K +$370K +11,500 New
AWA
152
Adapt Wealth Advisors
Georgia
$345K
IIM
153
INTECH Investment Management
Florida
$341K
KA
154
Kovack Advisors
Florida
$334K -$49K -1,525 -12%
Two Sigma Investments
155
Two Sigma Investments
New York
$330K -$226K -7,028 -39%
VI
156
Vestcor Inc
New Brunswick, Canada
$330K +$350K +10,900 New
NEI
157
Northwest & Ethical Investments
Ontario, Canada
$329K +$31.2K +972 +10%
Creative Planning
158
Creative Planning
Kansas
$319K -$45K -1,399 -12%
IW
159
Integrated Wealthcare
North Carolina
$318K
SLAM
160
Swiss Life Asset Management
$316K +$360K +11,199 New
BFS
161
BridgePort Financial Solutions
Iowa
$298K -$4.72K -147 -1%
WMS
162
Wealth Management Strategies
Pennsylvania
$297K -$57.7K -1,797 -15%
SFA
163
Sequoia Financial Advisors
Ohio
$296K +$45.2K +1,407 +17%
CP
164
Castleview Partners
Texas
$290K -$156K -4,859 -34%
Macquarie Group
165
Macquarie Group
Australia
$282K +$299K +9,298 New
M&T Bank
166
M&T Bank
New York
$277K +$63K +1,962 +27%
Pictet Asset Management
167
Pictet Asset Management
Switzerland
$277K +$294K +9,147 New
IPW
168
Impact Partnership Wealth
Georgia
$276K +$293K +9,114 New
CAI
169
Capital Advisors Inc
Oklahoma
$275K
II
170
IFM Investors
Australia
$273K +$290K +9,032 New
BWA
171
BlueChip Wealth Advisors
Georgia
$273K +$290K +9,031 New
Focus Partners Wealth
172
Focus Partners Wealth
Massachusetts
$273K -$74.7K -2,325 -28%
US Bancorp
173
US Bancorp
Minnesota
$273K +$6.46K +201 +2%
SOW
174
State of Wyoming
Wyoming
$266K +$23.7K +738 +9%
MML Investors Services
175
MML Investors Services
Massachusetts
$264K -$1.23M -38,191 -81%