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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
Mariner
176
Mariner
Kansas
$238K +$260K +7,689 New
ACM
177
Advisors Capital Management
New Jersey
$224K +$245K +7,247 New
SOS
178
Silver Oak Securities
Tennessee
$223K +$90.7K +2,680 +60%
M&T Bank
179
M&T Bank
New York
$223K +$243K +7,193 New
RF
180
Rossby Financial
Florida
$222K +$16.8K +497 +7%
First Trust Advisors
181
First Trust Advisors
Illinois
$217K +$237K +7,003 New
AWA
182
Arete Wealth Advisors
Illinois
$209K +$229K +6,759 New
BWP
183
Balboa Wealth Partners
Arizona
$209K +$228K +6,746 New
KK
184
KLP Kapitalforvaltning
Norway
$202K
AAM
185
Augustine Asset Management
Florida
$201K +$220K +6,512 New
TCM
186
Triumph Capital Management
Colorado
$170K +$186K +5,485 New
SEP
187
Signature Equity Partners
Ohio
$161K +$176K +5,193 New
Jones Financial Companies
188
Jones Financial Companies
Missouri
$157K +$170K +5,026 +15,230%
IA
189
IFP Advisors
Florida
$116K +$126K +3,720 +11,273%
SC
190
SouthState Corp
Florida
$116K +$127K +3,750 New
SPIA
191
Steward Partners Investment Advisory
New York
$112K +$123K +3,632 New
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$103K -$24.6K -728 -18%
NA
193
NewEdge Advisors
Louisiana
$81.8K +$89.4K +2,643 New
AIP
194
Ameritas Investment Partners
Nebraska
$80.7K
SVCP
195
Silicon Valley Capital Partners
California
$70.5K +$77.1K +2,278 New
IAIM
196
International Assets Investment Management
Florida
$67.4K +$73.8K +2,180 New
NFSG
197
Newbridge Financial Services Group
Florida
$64.8K +$70.9K +2,095 New
TRCT
198
Tower Research Capital (TRC)
New York
$62.8K -$13.7K -404 -17%
SAG
199
SageView Advisory Group
California
$60.6K +$66.3K +1,960 New
BCWM
200
Bartlett & Co Wealth Management
Ohio
$58.3K +$63.4K +1,875 New