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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
SCM
201
Sterling Capital Management
North Carolina
$55.6K -$12.3K -364 -17%
BWL
202
Bogart Wealth LLC
Virginia
$49.5K +$54.1K +1,600 New
Fidelity Investments
203
Fidelity Investments
Massachusetts
$46.7K +$48.9K +1,446 +2,259%
AF
204
Allworth Financial
California
$45.9K +$49.5K +1,462 +6,645%
AAP
205
Arax Advisory Partners
Colorado
$44.5K +$21.7K +640 +80%
UFPG
206
United Financial Planning Group
New York
$41.4K +$45.2K +1,337 New
CH
207
Canton Hathaway
Rhode Island
$38.7K +$42.3K +1,250 New
IW
208
Imprint Wealth
South Carolina
$38.7K +$42.3K +1,250 New
CA
209
CoreCap Advisors
Michigan
$37.4K +$40.9K +1,209 New
MCM
210
MAI Capital Management
Ohio
$36.4K +$39.9K +1,178 New
AT
211
Avalon Trust
New Mexico
$34K +$1.46K +43 +4%
SA
212
Strategic Advocates
Utah
$32.9K +$35.5K +1,049 New
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$31.5K +$34.4K +1,017 New
AssetMark Inc
214
AssetMark Inc
California
$31.4K +$34.3K +1,014 New
AIM
215
Anchor Investment Management
South Carolina
$30.9K +$33.8K +1,000 New
AB
216
Amalgamated Bank
New York
$30K +$474 +14 +1%
Mirae Asset Global Investments
217
Mirae Asset Global Investments
South Korea
$28.1K +$7.68K +227 +33%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$27.4K +$30K +886 New
BCMIO
219
Beacon Capital Management Inc (Ohio)
Ohio
$25.7K +$28.2K +832 New
CFD
220
Creative Financial Designs
Indiana
$25.3K +$27.7K +819 New
PB
221
Prosperity Bancshares
Texas
$19.5K +$21.3K +629 New
QL
222
Quarry LP
New York
$18.4K +$6.26K +185 +45%
GFM
223
GF Fund Management
China
$15.9K -$338 -10 -2%
VCM
224
Versant Capital Management
Arizona
$12.5K +$12K +355 +710%
FFA
225
Frazier Financial Advisors
Ohio
$12.5K +$13.7K +404 New