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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$183M +$24.1M +710,871 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$111M +$66.6M +1,967,321 +122%
BlackRock
3
BlackRock
New York
$107M -$9.54M -282,081 -8%
Prudential Financial
4
Prudential Financial
New Jersey
$91.3M -$7.78M -229,960 -7%
Principal Financial Group
5
Principal Financial Group
Iowa
$64M +$69.3M +2,047,400 +10,362%
Deutsche Bank
6
Deutsche Bank
Germany
$56.3M -$5.23M -154,533 -8%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$43.8M +$7.39M +218,386 +18%
GAM
8
Goldentree Asset Management
New York
$36M -$531K -15,692 -1%
State Street
9
State Street
Massachusetts
$35.6M +$16.5M +487,811 +74%
DPIM
10
Duff & Phelps Investment Management
Illinois
$34M +$4.74M +140,153 +15%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$31.1M +$9.93M +293,605 +41%
Aberdeen Group
12
Aberdeen Group
United Kingdom
$29.9M +$5.05M +149,391 +18%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$25.9M -$1.97M -58,358 -7%
Goldman Sachs
14
Goldman Sachs
New York
$24.6M +$6.05M +178,736 +29%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$24.6M -$961K -28,411 -3%
Charles Schwab
16
Charles Schwab
California
$24.3M +$11.2M +331,725 +73%
SAM
17
Silvercrest Asset Management
New York
$24.3M -$4.22M -124,837 -14%
American Century Companies
18
American Century Companies
Missouri
$20M -$2.9M -85,564 -12%
ZP
19
Zimmer Partners
New York
$19.5M -$7.48M -221,165 -26%
N
20
Nuveen
North Carolina
$16.8M +$11.3M +335,109 +161%
BNP Paribas Asset Management
21
BNP Paribas Asset Management
France
$16.2M +$17.7M +522,760 New
RIM
22
Rush Island Management
New York
$15.6M +$17.1M +505,613 New
SSA
23
Schonfeld Strategic Advisors
New York
$15.6M -$15.3M -451,691 -47%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$13.8M +$10.1M +299,923 +204%
T. Rowe Price Investment Management
25
T. Rowe Price Investment Management
Maryland
$13.8M -$1.4M -41,363 -8%