Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Smartstop Self Storag REIT I (SMA)

249 + 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
↑ +14
Streak
5Q ▲
Buyers last Q
57%

Smart Money Signals — SMA

Based on 250 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
250 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 — +2678% more funds vs a year ago

fund count last 6Q
+241 new funds entered over the past year (+2678% 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 — 57% buying

152 buying115 selling
Last quarter: 152 funds bought or added vs 115 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 (-43 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 114 → 55 → 101 → 58. 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 — 66% entered in last year

■ 1% conviction (2yr+) ■ 32% medium ■ 66% 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.
➡️

Steady discovery — ~58 new funds/quarter

9 → 114 → 55 → 101 → 58 new funds/Q
New funds entering each quarter: 114 → 55 → 101 → 58. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 95% of holders entered in last year

■ 5% veterans ■ 0% 1-2yr ■ 95% new
Of 251 current holders: 238 (95%) entered in the past year, only 13 (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.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
49 of 250 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.7
out of 10
Moderate Exit Risk
Exit risk score 6.7/10 — 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 Q1, 152 hedge funds were net buyers of SMA (58 opened a new position, 94 added to an existing one), while 115 reduced or exited (71 trimmed, 44 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in SMA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 250.

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

-- --

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

Is It Too Late to Buy Smartstop Self Storag REIT I (SMA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SMA has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
SMA
+5.4%
XLRE
+7.7%

SMA outperformed XLRE by -2.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
SMA
+7.7%
XLRE
+1.7%

Since the filing became public, SMA outperformed XLRE by +6.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 1 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: SMA
249 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 249 236 5.51%
13F Shares 50M 46M 10.03%
Total Value $1.31B $1.23B 6.5%
New Positions 57 101 -44
Increased Positions 94 77 +17
Closed Positions 44 20 +24
Reduced Positions 71 50 +21
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SMA

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

249 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Conversant Capital LLC 3.49% 857,715 $26.0M
2 Goldentree Asset Management LP 2.38% 1,329,575 $40.2M
3 Long Pond Capital, LP 1.77% 613,458 $18.6M
4 Premier Private Wealth Management LLC 1.74% 54,525 $1.7M
5 AlphaCentric Advisors LLC 0.91% 30,000 $908K
6 Blue Sky Capital Consultants Group, Inc. 0.76% 52,511 $1.6M
7 Polymer Capital Management (US) LLC 0.52% 171,140 $5.2M
8 Sequent Planning LLC 0.47% 64,571 $2.0M
9 Zimmer Partners, LP 0.44% 600,000 $18.2M
10 Independent Financial Group, LLC 0.32% 353,009 $10.7M
11 Bayforest Capital Ltd 0.27% 7,942 $240K
12 Integrated Wealthcare, LLC 0.27% 10,494 $318K
13 Duff & Phelps Investment Management Co 0.26% 831,755 $25.2M
14 Chilton Capital Management LLC 0.24% 224,161 $6.8M
15 Centaurus Financial, INC. 0.22% 152,015 $4.6M
16 Valued Wealth Advisors LLC 0.20% 15,889 $482K
17 Peregrine Capital Management LLC 0.18% 157,994 $4.8M
18 Imprint Wealth LLC 0.17% 1,250 $38K
19 Capital Square, LLC 0.17% 11,159 $362K
20 Crossingbridge Advisors, LLC 0.16% 30,000 $908K
21 Silvercrest Asset Management Group LLC 0.16% 732,744 $22.2M
22 Safe Harbor Family Capital, LLC 0.16% 6,729 $204K
23 TrueWealth Advisors, LLC 0.16% 20,437 $619K
24 EntryPoint Capital, LLC 0.15% 16,972 $514K
25 Castleview Partners, LLC 0.15% 9,590 $290K
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 — 5 quarters in a row: For 5 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 — 57% buying: Last quarter: 152 funds bought or added vs 115 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?

Strong quality — 38% AUM from major funds: 49 of 250 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SMA?

Mostly new holders — 66% 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.

Is it too late to buy Smartstop Self Storag REIT I (SMA) following the 2026 Q1 hedge fund 13F filings?

As of today, SMA has moved +7.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.7% for the XLRE sector ETF — an outperformance of +6.0%. Since the quarter end (March 31, 2026), SMA has gained +5.4% vs +7.7% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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