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SMA

SmartStop Self Storage REIT

124 hedge funds and large institutions have $1.38B invested in SmartStop Self Storage REIT in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

123.04% more ownership

Funds ownership: 0%123.04% (+123%)

Holders
124
Holders Change
+124
Holders Change %
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
124
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$168M +$164M +4,643,758 New
BlackRock
2
BlackRock
New York
$149M +$145M +4,113,836 New
Prudential Financial
3
Prudential Financial
New Jersey
$111M +$108M +3,056,416 New
Deutsche Bank
4
Deutsche Bank
Germany
$74.9M +$72.9M +2,067,630 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$56.7M +$55.2M +1,565,868 New
Citadel Advisors
6
Citadel Advisors
Florida
$41.7M +$40.6M +1,150,420 New
CC
7
Conversant Capital
New Jersey
$36.1M +$35.1M +996,356 New
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$34.9M +$34M +963,275 New
Wellington Management Group
9
Wellington Management Group
Massachusetts
$34.9M +$33.9M +962,752 New
DPIM
10
Duff & Phelps Investment Management
Illinois
$34.7M +$33.7M +956,447 New
GAM
11
Goldentree Asset Management
New York
$34.3M +$33.5M +949,301 New
Russell Investments Group
12
Russell Investments Group
United Kingdom
$31.2M +$30.4M +862,291 New
ZP
13
Zimmer Partners
New York
$30.4M +$29.6M +838,609 New
American Century Companies
14
American Century Companies
Missouri
$24.3M +$23.7M +672,079 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$24.2M +$23.5M +667,760 New
Goldman Sachs
16
Goldman Sachs
New York
$21.4M +$20.8M +589,564 New
T. Rowe Price Investment Management
17
T. Rowe Price Investment Management
Maryland
$18.8M +$18.3M +519,096 New
Hudson Bay Capital Management
18
Hudson Bay Capital Management
Connecticut
$18.2M +$17.7M +502,406 New
SSA
19
Schonfeld Strategic Advisors
New York
$18.1M +$17.7M +500,915 New
CIMLRA
20
CBRE Investment Management Listed Real Assets
Pennsylvania
$16.6M +$16.2M +459,086 New
UBS Group
21
UBS Group
Switzerland
$16.4M +$16M +452,920 New
Aberdeen Group
22
Aberdeen Group
United Kingdom
$16.3M +$16.3M +463,024 New
State Street
23
State Street
Massachusetts
$16.3M +$15.8M +447,053 New
Charles Schwab
24
Charles Schwab
California
$16M +$15.6M +442,507 New
Alyeska Investment Group
25
Alyeska Investment Group
Illinois
$14.2M +$13.8M +391,159 New

SMA Hedge Fund Activity: Q2 2025 in Review

124 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in SmartStop Self Storage REIT (SMA) for Q2 2025, worth a combined $1.38B.

Buyers outnumbered sellers: 124 funds opened new SMA positions and 0 closed out — a net gain of 124 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $164M.

  • 124 institutional investors held SmartStop Self Storage REIT (SMA) as of Q2 2025, up from 0 in Q1 2025.
  • Funds reported $1.38B of SmartStop Self Storage REIT stock for Q2 2025.
  • 124 funds opened new SmartStop Self Storage REIT positions in Q2 2025 and 0 closed out, a net change of +124 holders.
  • The largest SmartStop Self Storage REIT buyer in Q2 2025 was T. Rowe Price Associates, an estimated $164M added.

Based on aggregated 13F filings for Q2 2025.