13FPulse
SM

SMA SMARTSTOP SELF STORAGE REIT

2026Q2 · CUSIP 83192D402 · Sector: REITs

Normal

Fund flows are within the usual range

Funds that own it
256
Institutions that reported holding it to the SEC
Net increase in holders
+1
Last quarter 255 → now 256
How unusual is that
Below average
Stronger than only 41% of US stocks
What the filings say, in one paragraph

256 funds held SMA at the end of 2026Q2, up 1 from the quarter before. Fund flows are within the usual range — nothing unusual. SMA has had 2 buying rushes in its history, and the price moved -0.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the REITs sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2025Q3: holders=160 2025Q4: holders=239 2026Q1: holders=255 2026Q2: holders=256 -79 -39.5 +0 +39.5 +79 144207269 25Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 2 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 10% -9.1% -7.0%
2025Q3 Top 10% -2.1% +6.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
144
Change in large funds
+16
Total value they hold
$1.7B
Funds buying for the first time
40
Funds that sold out entirely
39
Price change that quarter
+9.9%
Funds holding puts (bearish)
0
Funds holding calls (bullish)
1

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.