Which hedge funds own SMA? SMARTSTOP SELF STORAG REIT I, Q2 2026 13F holders
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.
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
- 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
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
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Irenic Capital Management LP | Q2 2026 | 2.1% | $28.5m | 876,608 | – | new |
| Long Pond Capital, LP | Q2 2026 | 1.5% | $14.5m | 444,839 | -27% | reduced |
| Goldentree Asset Management LP | Q2 2026 | 0.9% | $16.3m | 501,768 | -62% | reduced |
| Zimmer Partners, LP | Q2 2026 | 0.3% | $14.2m | 437,500 | -27% | reduced |
| Lighthouse Investment Partners, LLC | Q2 2026 | 0.2% | $6.2m | 191,173 | 75% | added |
| Bayforest Capital LTD | Q2 2026 | 0.2% | $185.6k | 5,710 | -28% | reduced |
| Prelude Capital Management, LLC | Q2 2026 | 0.1% | $1.3m | 38,583 | – | new |
| Alyeska Investment Group, L.P. | Q2 2026 | 0.1% | $31.1m | 956,577 | – | new |
| Landscape Capital Management, L.L.C. | Q2 2026 | 0.1% | $903.1k | 27,788 | – | new |
| Jain Global LLC | Q2 2026 | 0.0% | $2.1m | 65,572 | – | new |
| Verition Fund Management LLC | Q2 2026 | 0.0% | $3.0m | 93,515 | -6% | reduced |
| Engineers Gate Manager LP | Q2 2026 | 0.0% | $956.5k | 29,430 | 24% | added |
| Citadel Advisors LLC | Q2 2026 | 0.0% | $5.1m | 155,868 | 481% | added |
| Freestone Grove Partners LP | Q2 2026 | 0.0% | $374.4k | 11,521 | – | new |
| Ifm Investors Pty LTD | Q2 2026 | 0.0% | $293.5k | 9,032 | 0% | held |
| Marshall Wace, LLP | Q2 2026 | 0.0% | $2.1m | 64,570 | – | new |
| Balyasny Asset Management L.P. | Q2 2026 | 0.0% | $718.6k | 22,112 | -11% | reduced |
| Squarepoint Ops LLC | Q2 2026 | 0.0% | $549.8k | 16,916 | – | new |
| Aqr Capital Management LLC | Q2 2026 | 0.0% | $1.9m | 59,799 | 205% | added |
| Holocene Advisors, LP | Q2 2026 | 0.0% | $273.7k | 8,421 | – | new |
| Millennium Management LLC | Q2 2026 | 0.0% | $767.0k | 23,600 | -96% | reduced |
| Two Sigma Investments, LP | Q2 2026 | 0.0% | $378.9k | 11,657 | 7% | added |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Conversant Capital LLC | 14.7% | $26.0m |
| EntryPoint Capital, LLC | 0.6% | $513.9k |
| Ghisallo Capital Management LLC | 0.1% | $1.5m |
| Hudson Bay Capital Management LP | 0.4% | $7.6m |
| Maverick Capital LTD | 0.0% | $683.8k |
| Quantbot Technologies LP | 0.0% | $145.4k |
Held in a manager's last filing on record
These managers have not filed for the latest quarter; their last disclosure is dated.
| Manager | Last filing | Weight |
|---|---|---|
| renaissance | Q2 2026 | 0.0% |
How has hedge fund ownership of SMA changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 23 | $133.3m |
| Q1 2026 | 19 | $141.4m |
| Q4 2025 | 1 | $4.9m |
| Q3 2025 | 3 | $20.5m |
| Q2 2025 | 5 | $30.6m |
| Q2 2016 | 1 | $862.0k |
Counts every tracked manager that disclosed SMA in that quarter's filing, including managers that have since stopped filing.