We are live on ! Find out more
SMA

SmartStop Self Storage REIT

161 hedge funds and large institutions have $1.43B invested in SmartStop Self Storage REIT in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 20

51% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 37

30% more funds holding

Funds holding: 124161 (+37)

3% more capital invested

Capital invested by funds: $1.38B → $1.43B (+$43.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.05% less ownership

Funds ownership: 123.04%121.99% (-1%)

Holders
161
Holders Change
+37
Holders Change %
+29.84%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
57
Increased
56
Reduced
37
Closed
20
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
$196M +$20.3M +559,050 +12%
BlackRock
2
BlackRock
New York
$141M -$13.1M -361,533 -9%
Prudential Financial
3
Prudential Financial
New Jersey
$120M +$4.54M +124,949 +4%
Deutsche Bank
4
Deutsche Bank
Germany
$74.3M -$3.37M -92,634 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$60.6M +$1.59M +43,733 +3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$45M +$8.48M +233,313 +24%
GAM
7
Goldentree Asset Management
New York
$44.4M +$8.45M +232,466 +24%
DPIM
8
Duff & Phelps Investment Management
Illinois
$36.1M +$113K +3,100 +0.3%
SSA
9
Schonfeld Strategic Advisors
New York
$36M +$16.6M +455,978 +91%
SAM
10
Silvercrest Asset Management
New York
$34.3M +$33.1M +910,486 New
Russell Investments Group
11
Russell Investments Group
United Kingdom
$33.7M +$1.18M +32,330 +4%
ZP
12
Zimmer Partners
New York
$32.1M +$511K +14,056 +2%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$31M -$5.11M -140,575 -15%
Aberdeen Group
14
Aberdeen Group
United Kingdom
$30.4M +$12.9M +354,521 +77%
American Century Companies
15
American Century Companies
Missouri
$27.5M +$2.15M +59,184 +9%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$26.8M +$1.64M +45,187 +7%
State Street
17
State Street
Massachusetts
$24.9M +$7.69M +211,540 +47%
Goldman Sachs
18
Goldman Sachs
New York
$23.2M +$996K +27,396 +5%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$21M +$6.62M +181,941 +50%
T. Rowe Price Investment Management
20
T. Rowe Price Investment Management
Maryland
$18.3M -$1.17M -32,302 -6%
Charles Schwab
21
Charles Schwab
California
$17.1M +$450K +12,375 +3%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$16M +$15.7M +430,475 New
GC
23
Gillson Capital
Illinois
$15.6M +$1.48M +40,625 +11%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$15.4M +$14.6M +400,967 +4,622%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$13.6M +$481K +13,233 +4%

SMA Hedge Fund Activity: Q3 2025 in Review

161 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in SmartStop Self Storage REIT (SMA) for Q3 2025, worth a combined $1.43B — up 3.1% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SMA positions and 20 closed out — a net gain of 37 holders — while 56 added to existing stakes and 37 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $33.1M. The largest seller was Citadel Advisors, cutting an estimated $41M.

  • 161 institutional investors held SmartStop Self Storage REIT (SMA) as of Q3 2025, up from 124 in Q2 2025.
  • Funds reported $1.43B of SmartStop Self Storage REIT stock for Q3 2025, up 3.1% quarter-over-quarter.
  • 57 funds opened new SmartStop Self Storage REIT positions in Q3 2025 and 20 closed out, a net change of +37 holders.
  • The largest SmartStop Self Storage REIT buyer in Q3 2025 was Silvercrest Asset Management, an estimated $33.1M added.
  • The largest SmartStop Self Storage REIT seller in Q3 2025 was Citadel Advisors, an estimated $41M sold.

Based on aggregated 13F filings for Q3 2025.