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SmartStop Self Storage REIT

240 hedge funds and large institutions have $1.44B invested in SmartStop Self Storage REIT in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 79 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

456% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 18

194% more capital inflows, than outflows

Capital inflows: $441M | Capital outflows: $150M

55% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 51

49% more funds holding

Funds holding: 161 → 240 (+79)

15.4% more ownership

Funds ownership: 68.42% → 83.82% (+15%)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
240
Holders Change
+79
Holders Change %
+49.07%
% of All Funds
2.9%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
100
Increased
79
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

SMA Hedge Fund Activity: Q4 2025 in Review

240 of the 8,287 institutional investors tracked by Wall St. Rank reported a position in SmartStop Self Storage REIT (SMA) for Q4 2025, worth a combined $1.44B — up 0.7% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new SMA positions and 18 closed out — a net gain of 82 holders — while 79 added to existing stakes and 51 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $69.3M. The largest seller was Allspring Global Investments, cutting an estimated $17.8M.

  • 240 institutional investors held SmartStop Self Storage REIT (SMA) as of Q4 2025, up from 161 in Q3 2025.
  • Funds reported $1.44B of SmartStop Self Storage REIT stock for Q4 2025, up 0.7% quarter-over-quarter.
  • 100 funds opened new SmartStop Self Storage REIT positions in Q4 2025 and 18 closed out, a net change of +82 holders.
  • The largest SmartStop Self Storage REIT buyer in Q4 2025 was Principal Financial Group, an estimated $69.3M added.
  • The largest SmartStop Self Storage REIT seller in Q4 2025 was Allspring Global Investments, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2025.