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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
NAM
176
Nissay Asset Management
Japan
$257K +$273K +8,503 New
BWP
177
Balboa Wealth Partners
Arizona
$250K +$48.1K +1,497 +22%
CI
178
CX Institutional
Indiana
$247K
ProShare Advisors
179
ProShare Advisors
Maryland
$244K +$259K +8,067 New
BC
180
Bayforest Capital
United Kingdom
$240K +$255K +7,942 New
SOS
181
Silver Oak Securities
Tennessee
$215K -$803 -25 -0.4%
VOYA Investment Management
182
VOYA Investment Management
Georgia
$214K +$227K +7,076 New
First Trust Advisors
183
First Trust Advisors
Illinois
$213K +$900 +28 +0.4%
Corient Private Wealth
184
Corient Private Wealth
Florida
$211K -$225K -7,001 -50%
GHI
185
Gross & Hartman Investments
Pennsylvania
$204K +$216K +6,729 New
SHFC
186
Safe Harbor Family Capital
North Carolina
$204K +$216K +6,729 New
Cerity Partners
187
Cerity Partners
New York
$203K -$62.1K -1,934 -22%
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$203K +$215K +6,699 New
PF
189
Prosperitas Financial
California
$201K +$213K +6,630 New
SEP
190
Signature Equity Partners
Ohio
$157K
Jones Financial Companies
191
Jones Financial Companies
Missouri
$152K
QT
192
Quantbot Technologies
New York
$145K -$304K -9,463 -66%
AIP
193
Ameritas Investment Partners
Nebraska
$138K +$62.6K +1,947 +75%
TCM
194
Triumph Capital Management
Colorado
$138K -$30.7K -955 -17%
Fidelity Investments
195
Fidelity Investments
Massachusetts
$131K +$90.1K +2,804 +186%
RF
196
Rossby Financial
Florida
$124K -$99.7K -3,102 -43%
SIS
197
Sound Income Strategies
Florida
$118K -$624K -19,426 -83%
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$101K -$32 -1 -0%
Fidelity International
199
Fidelity International
Bermuda
$87.4K +$92.7K +2,886 New
RCM
200
Raleigh Capital Management
North Carolina
$80.9K -$212K -6,596 -71%

SMA Hedge Fund Activity: Q1 2026 in Review

256 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in SmartStop Self Storage REIT (SMA) for Q1 2026, worth a combined $1.53B — up 6.8% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SMA positions and 39 closed out — a net gain of 19 holders — while 96 added to existing stakes and 75 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $84.6M. The largest seller was Deutsche Bank, cutting an estimated $56.7M.

  • 256 institutional investors held SmartStop Self Storage REIT (SMA) as of Q1 2026, up from 241 in Q4 2025.
  • Funds reported $1.53B of SmartStop Self Storage REIT stock for Q1 2026, up 6.8% quarter-over-quarter.
  • 58 funds opened new SmartStop Self Storage REIT positions in Q1 2026 and 39 closed out, a net change of +19 holders.
  • The largest SmartStop Self Storage REIT buyer in Q1 2026 was Goldman Sachs, an estimated $84.6M added.
  • The largest SmartStop Self Storage REIT seller in Q1 2026 was Deutsche Bank, an estimated $56.7M sold.

Based on aggregated 13F filings for Q1 2026.