undamentalytics Newsletter

Smartstop Self Storage Reit, Inc.: which funds bought and sold

Institutions that bought and sold Smartstop Self Storage Reit shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 137 institutions that filed 13F reports for both quarters added to or opened positions in Smartstop Self Storage Reit, and 115 cut or closed them. Together they sold a net 534K shares, −1.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 714K shares (+6.8%); index fund managers were net buyers of 910K shares (+5.9%). 34 opened a new position and 29 sold out entirely.

Bought, Q2 2026 137 institutions, 34 of them new holders Sold, Q2 2026 115 institutions, 29 of them sold out
Net change, all compared −534K shares (−1.1%)
Net change, active managers +714K shares (+6.8%), 22 bought, 14 sold

Buyers versus sellers

institutions compared, 284
Active managers and hedge funds 22 bought · 14 sold · +714K
Index fund managers 9 bought · 1 sold · +910K
Other institutions 106 bought · 100 sold · −2.2M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Centersquare Investment Management LLC +1.4M New position 1.4M $46M
Alyeska Investment Group, L.P. Hedge fund +957K New position 957K $31.1M
Irenic Capital Management LP Hedge fund +877K New position 877K $28.5M
Principal Financial Group Inc +610K +23.5% 3.2M $104M
T. Rowe Price Investment Management, Inc. Active manager +278K +34.7% 1.1M $35.1M
Blackrock, Inc. Index funds +274K +5.3% 5.4M $176M
Cohen & Steers, Inc. +231K New position 231K $7.5M
Susquehanna International Group, LLP +226K +1052.0% 248K $8.1M
Vanguard Capital Management LLC Index funds +188K +8.6% 2.4M $76.9M
Digitalbridge Group, Inc. +182K New position 182K $5.9M
Argosy-Lionbridge Management, LLC +177K New position 177K $5.7M
Geode Capital Management, LLC Index funds +138K +9.6% 1.6M $51.2M
Duff & Phelps Investment Management Co +135K +16.3% 967K $31.4M
Citadel Advisors LLC Hedge fund +129K +481.0% 156K $5.1M
Vanguard Portfolio Management LLC Index funds +112K +4.0% 2.9M $94.2M
Cambridge Investment Research Advisors, Inc. +103K +77.0% 236K $7.7M
LPL Financial LLC +99K +34.3% 390K $12.7M
Lighthouse Investment Partners, LLC Hedge fund +82K +74.6% 191K $6.2M
State Street Corp Index funds +81K +3.7% 2.2M $73.2M
Ameriprise Financial Inc +69K +43.3% 229K $7.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Prudential Financial Inc −1.3M −56.0% 1.0M $33.6M
Conversant Capital LLC −858K Sold out 0 —
Goldentree Asset Management LP −828K −62.3% 502K $16.3M
Price T Rowe Associates Inc Active manager −699K −11.7% 5.3M $171M
Goldman Sachs Group Inc −683K −19.9% 2.7M $89.2M
Millennium Management LLC Hedge fund −568K −96.0% 24K $767,000
Aberdeen Group PLC −393K −53.0% 349K $11.3M
Nuveen, LLC −293K −25.6% 851K $27.7M
Hudson Bay Capital Management LP Hedge fund −252K Sold out 0 —
BNP Paribas Asset Management Holding S.A. −223K −53.9% 191K $6.2M
CI Investments Inc. −185K Sold out 0 —
Daiwa Securities Group Inc. −175K −87.7% 25K $798,460
Polymer Capital Management (US) LLC −171K Sold out 0 —
Long Pond Capital, LP −169K −27.5% 445K $14.5M
Zimmer Partners, LP Hedge fund −163K −27.1% 438K $14.2M
Morgan Stanley −147K −42.8% 197K $6.4M
Brookfield Corp −132K −98.0% 2,693 $87,523
Kestra Advisory Services, LLC −114K −60.6% 74K $2.4M
Man Group PLC Hedge fund −76K Sold out 0 —
BNP Paribas Financial Markets −59K −81.8% 13K $425,295

New positions

largest by value
InstitutionSharesValue June 30, 2026
Centersquare Investment Management LLC 1.4M $46M
Alyeska Investment Group, L.P.Hedge fund 957K $31.1M
Irenic Capital Management LPHedge fund 877K $28.5M
Cohen & Steers, Inc. 231K $7.5M
Digitalbridge Group, Inc. 182K $5.9M
Argosy-Lionbridge Management, LLC 177K $5.7M
Jain Global LLCHedge fund 66K $2.1M
Marshall Wace, LLPHedge fund 65K $2.1M
Renaissance Technologies LLCHedge fund 50K $1.6M
Prelude Capital Management, LLC 39K $1.3M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Conversant Capital LLC 858K $26M
Hudson Bay Capital Management LPHedge fund 252K $7.6M
CI Investments Inc. 185K $5.6M
Polymer Capital Management (US) LLC 171K $5.2M
Man Group PLCHedge fund 76K $2.3M
Ghisallo Capital Management LLCHedge fund 50K $1.5M
Jefferies Financial Group Inc. 48K $1.4M
Omers Administration Corp 30K $908,400
Maverick Capital LtdHedge fund 23K $683,813
Hazelview Securities Inc. 17K $514,457

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
259
Ten largest holders
55.9%
of 13F-reported shares
Index fund managers
31.9%
of 13F-reported shares
Active managers and hedge funds
21.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 22 14 10 5 +714K +6.8%
Index fund managers 9 1 0 0 +910K +5.9%
Other institutions 106 100 24 24 −2.2M −8.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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