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Which hedge funds own SMA? SMARTSTOP SELF STORAG REIT I, Q2 2026 13F holders

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22 of the hedge funds tracked by WhaleCreep disclosed a position in SMA (SMARTSTOP SELF STORAG REIT I) in their Q2 2026 13F filings, worth $131.7m in total. The largest holder by portfolio weight is Irenic Capital Management LP at 2.1% of its book. 9 managers opened a new position this quarter: Irenic Capital Management LP, Prelude Capital Management, LLC, Alyeska Investment Group, L.P., Landscape Capital Management, L.L.C.. 6 exited: Conversant Capital LLC, EntryPoint Capital, LLC, Ghisallo Capital Management LLC.

22tracked managers holding
9opened this quarter
6exited this quarter

Who discovered SMA first?

Earliest meaningful positions among the 13 tracked managers we observed opening SMA since Q2 2025.

1 Long Pond Capital, LP First reported Q1 2026 1.9%initial weight · $18.6m 1.5%still holding · 2q +7%stock since Q1 2026

Weight of Long Pond Capital, LP's 13F book in SMA, by quarter

0%1%2%Q1 2026 · 1.9% of book · $18.6mQ2 2026 · 1.5% of book · $14.5m
  • 1.9% peak weight, Q1 2026
  • $18.6m peak reported value
  • 2 quarters held
  • 1q before the median tracked entry

The stock's split-adjusted price moved +7% from Q1 2026 to Q2 2026.

17 managers already held SMA when our coverage of them began

Goldentree Asset Management LP (Q1 2026), Zimmer Partners, LP (Q1 2026), Lighthouse Investment Partners, LLC (Q1 2026), Bayforest Capital LTD (Q1 2026), Verition Fund Management LLC (Q1 2026), Engineers Gate Manager LP (Q1 2026), Citadel Advisors LLC (Q1 2026), Ifm Investors Pty LTD (Q1 2026), Balyasny Asset Management L.P. (Q1 2026), Aqr Capital Management LLC (Q1 2026), Millennium Management LLC (Q1 2026), Two Sigma Investments, LP (Q1 2026), Conversant Capital LLC (Q1 2026), EntryPoint Capital, LLC (Q1 2026), Ghisallo Capital Management LLC (Q1 2026), Hudson Bay Capital Management LP (Q1 2026), Quantbot Technologies LP (Q1 2026).

Their first filing on record already includes SMA, so when they first bought it is unknown. They are not ranked above.

View discovery timeline
← tracked universe expandsSplit-adjusted price% of tracked managers holding0%5%New holders per 100 tracked managers05Q2 2025 · price $36 · 3 of 68 tracked managers hold (4.4%) · 3 newQ3 2025 · price $38 · 1 of 68 tracked managers hold (1.5%) · 0 newQ4 2025 · price $31 · 1 of 68 tracked managers hold (1.5%) · 0 newQ1 2026 · price $30 · 19 of 1200 tracked managers hold (1.6%) · 1 newQ2 2026 · price $33 · 22 of 1185 tracked managers hold (1.9%) · 9 newQ1 2026 · first reported: Long Pond Capital, LP2026

Dots mark the ranked managers' first reported quarters. Price is the quarter-end price implied by 13F filings, split-adjusted, shown from Q2 2025 where the series is continuous. Coverage widened in Q1 2026 from about a hundred managers to over a thousand, so holders and new holders are shown relative to the managers filing each quarter.

How this is calculated

13F filings are quarterly snapshots of long US-listed equity positions. They do not show exact purchase dates, intra-quarter trading, short positions, most derivatives, or a manager's actual performance. "First reported" is the first quarter-end filing that shows the position.

A manager is ranked only if we observed it filing, without SMA, within two quarters before its first position. Ranking is by the first quarter the position reached 1% of the manager's 13F book in a run of at least 2 filings, then by peak weight. "High conviction" means a peak weight of at least 5%.

Stock changes are the split-adjusted change in the quarter-end price implied by 13F filings, excluding dividends. They describe the stock over the period, not the return any manager earned. Phases are cut where the share of tracked managers holding SMA passed one third and two thirds of its peak.

Which hedge funds hold SMA? Current holders by portfolio weight

ManagerAs ofWeight of bookValueSharesΔ sharesAction
Irenic Capital Management LPQ2 2026 2.1%$28.5m876,608 new
Long Pond Capital, LPQ2 2026 1.5%$14.5m444,839 -27% reduced
Goldentree Asset Management LPQ2 2026 0.9%$16.3m501,768 -62% reduced
Zimmer Partners, LPQ2 2026 0.3%$14.2m437,500 -27% reduced
Lighthouse Investment Partners, LLCQ2 2026 0.2%$6.2m191,173 75% added
Bayforest Capital LTDQ2 2026 0.2%$185.6k5,710 -28% reduced
Prelude Capital Management, LLCQ2 2026 0.1%$1.3m38,583 new
Alyeska Investment Group, L.P.Q2 2026 0.1%$31.1m956,577 new
Landscape Capital Management, L.L.C.Q2 2026 0.1%$903.1k27,788 new
Jain Global LLCQ2 2026 0.0%$2.1m65,572 new
Verition Fund Management LLCQ2 2026 0.0%$3.0m93,515 -6% reduced
Engineers Gate Manager LPQ2 2026 0.0%$956.5k29,430 24% added
Citadel Advisors LLCQ2 2026 0.0%$5.1m155,868 481% added
Freestone Grove Partners LPQ2 2026 0.0%$374.4k11,521 new
Ifm Investors Pty LTDQ2 2026 0.0%$293.5k9,032 0% held
Marshall Wace, LLPQ2 2026 0.0%$2.1m64,570 new
Balyasny Asset Management L.P.Q2 2026 0.0%$718.6k22,112 -11% reduced
Squarepoint Ops LLCQ2 2026 0.0%$549.8k16,916 new
Aqr Capital Management LLCQ2 2026 0.0%$1.9m59,799 205% added
Holocene Advisors, LPQ2 2026 0.0%$273.7k8,421 new
Millennium Management LLCQ2 2026 0.0%$767.0k23,600 -96% reduced
Two Sigma Investments, LPQ2 2026 0.0%$378.9k11,657 7% added

Exited since the previous quarter

Held in a manager's last filing on record

These managers have not filed for the latest quarter; their last disclosure is dated.

ManagerLast filingWeight
renaissanceQ2 20260.0%

How has hedge fund ownership of SMA changed?

QuarterManagers holdingCombined value
Q2 202623$133.3m
Q1 202619$141.4m
Q4 20251$4.9m
Q3 20253$20.5m
Q2 20255$30.6m
Q2 20161$862.0k

Counts every tracked manager that disclosed SMA in that quarter's filing, including managers that have since stopped filing.