Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Smartstop Self Storag REIT I (SMA)

257 + Investors. Track Smart Money conviction in SMA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
6Q ▲
Buyers last Q
54%

Smart Money Signals — SMA

Based on 259 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added SMA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
259 hedge funds hold SMA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +112% more funds vs a year ago

fund count last 6Q
+137 new funds entered over the past year (+112% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

142 buying121 selling
Last quarter: 142 funds bought or added vs 121 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 55 → 101 → 58 → 43. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 55% entered in last year

■ 1% conviction (2yr+) ■ 44% medium ■ 55% new
Only 3 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

115 → 55 → 101 → 58 → 43 new funds/Q
New funds entering each quarter: 55 → 101 → 58 → 43. SMA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 95% of holders entered in last year

■ 5% veterans ■ 0% 1-2yr ■ 95% new
Of 260 current holders: 246 (95%) entered in the past year, only 14 (5%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
56 of 259 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in SMA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SMA

In 2026 Q2, 142 hedge funds were net buyers of SMA (43 opened a new position, 99 added to an existing one), while 121 reduced or exited (87 trimmed, 34 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in SMA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 259.

Hedge Fund Ownership: SMA

How many hedge funds hold SMA — quarterly history vs. share price
Quarterly hedge fund ownership of SMA vs. share price

Market Analysis: SMA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SMA

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: SMA
257 + Investors

Track Smart Money conviction in SMA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 257 250 2.8%
13F Shares 51M 50M 1.93%
Total Value $1.44B $1.31B 10.12%
New Positions 43 58 -15
Increased Positions 98 94 +4
Closed Positions 36 45 -9
Reduced Positions 87 71 +16
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SMA

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Institutional Holders (2026 Q2)

257 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SMA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SMA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Argosy-Lionbridge Management, LLC 3.61% 176,787 $5.7M
2 Long Pond Capital, LP 1.39% 444,839 $14.5M
3 Irenic Capital Management LP 1.37% 876,608 $28.5M
4 Premier Private Wealth Management LLC 1.20% 42,262 $1.4M
5 Goldentree Asset Management LP 0.95% 501,768 $16.3M
6 AlphaCentric Advisors LLC 0.69% 25,000 $812K
7 Sequent Planning LLC 0.42% 60,657 $2.0M
8 Centersquare Investment Management LLC 0.39% 1,415,860 $46.0M
9 DigitalBridge Group, Inc. 0.35% 182,200 $5.9M
10 Zimmer Partners, LP 0.33% 437,500 $14.2M
11 Blue Sky Capital Consultants Group, Inc. 0.32% 23,283 $757K
12 Duff & Phelps Investment Management Co 0.30% 967,028 $31.4M
13 Integrated Wealthcare, LLC 0.24% 10,039 $326K
14 Independent Financial Group, LLC 0.23% 374,632 $12.2M
15 Chilton Capital Management LLC 0.22% 217,244 $7.1M
16 Valued Wealth Advisors LLC 0.19% 15,889 $516K
17 Capital Square, LLC 0.18% 12,372 $408K
18 Bayforest Capital Ltd 0.17% 5,710 $186K
19 Lighthouse Investment Partners, LLC 0.17% 191,173 $6.2M
20 Vanderbilt University 0.16% 35,592 $1.2M
21 Peregrine Capital Management LLC 0.15% 145,029 $4.7M
22 Centaurus Financial, INC. 0.15% 121,645 $4.0M
23 Castleview Partners, LLC 0.15% 10,515 $342K
24 Safe Harbor Family Capital, LLC 0.15% 6,729 $219K
25 TrueWealth Advisors, LLC 0.15% 19,937 $648K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Smartstop Self Storag REIT I (SMA)

What does the Smart Money Trend signal show for SMA?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added SMA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SMA?

Slight buying edge — 54% buying: Last quarter: 142 funds bought or added vs 121 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SMA holders?

Elite ownership — 56% AUM from top-100 funds: 56 of 259 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in SMA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SMA?

Mostly new holders — 55% entered in last year: Only 3 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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