Welcome to our dedicated page for SmartStop Self Storage REIT SEC filings (Ticker: SMA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
SmartStop Self Storage REIT, Inc. (NYSE: SMA) files current and periodic reports with the U.S. Securities and Exchange Commission that provide detailed information about its self-storage real estate business. As a Maryland-incorporated REIT listed on the New York Stock Exchange, SmartStop uses SEC filings to disclose dividends, operating metrics, financial results and significant corporate events.
On this page, you can review SmartStop’s Form 8-K filings, which frequently report Board-approved dividend declarations, targeted annualized dividend rates per share, and the record and payment dates for monthly distributions on its common stock. Other 8-K filings furnish same-store operating metrics for the company’s stabilized and comparable facilities, including physical occupancy and various rate measures for web, move-in and in-place rents.
SmartStop also uses Form 8-K to furnish investor presentation materials, announce financial results for specific periods, and describe transactions such as the contribution agreement to acquire Argus Professional Storage Management. These documents, together with the company’s other SEC reports, help investors understand SmartStop’s REIT structure, capital allocation, and operating performance across its portfolio of more than 460 owned or managed self-storage properties in the United States and Canada.
Stock Titan’s filings tools provide real-time access to SmartStop’s SEC submissions as they are posted to EDGAR. AI-powered summaries highlight key points from lengthy filings, helping readers quickly identify items such as dividend changes, new operating metrics, or material transactions. Users can also review disclosures related to SmartStop’s role as sponsor of affiliated self-storage REITs and programs, giving a clearer view of the broader platform connected to the SMA ticker.
SmartStop Self Storage REIT, Inc. director Harold Perry reported an equity compensation grant rather than an open-market trade. He was awarded 3,230 Long-Term Incentive Plan (LTIP) Units upon his reelection to the board, which vest one year after that reelection. After recent adjustments, he now directly holds 12,657 shares of Common Stock, reflecting a small 0.19-share reduction from a company fractional share redemption. The LTIP Units are issued through the operating partnership and, once vested and converted into common units, can be redeemed on a one-for-one basis for SmartStop common stock or its cash value.
SmartStop Self Storage REIT, Inc. director David J. Mueller reported an equity compensation award and updated his holdings. He received 3,230 Long-Term Incentive Plan Units ("LTIP Units") upon his reelection to the board, which vest one year from that date. Footnotes state he previously held 5,490 shares of Common Stock and 9,598 LTIP Units. After the award, one transaction entry shows Mueller holding 10,464.25 LTIP Units, all held directly. LTIP Units relate to the company’s operating partnership and can ultimately be converted into common units and then redeemed for either Common Stock on a one-for-one basis or cash.
Morris Timothy S. reported acquisition or exercise transactions in this Form 4 filing.
SmartStop Self Storage REIT director Timothy S. Morris received an equity award and updated his reported holdings. He was granted 3,075 shares of restricted Common Stock upon his reelection to the board of directors, with these shares scheduled to vest one year from that reelection.
Following the award, he directly holds 18,253 shares of Common Stock. This total includes 9,166 previously awarded restricted shares that vest ratably over four years starting on the first anniversary of their issuance, as well as a small adjustment from a prior fractional share redemption by the company.
Gotcheva Lora A. reported acquisition or exercise transactions in this Form 4 filing.
SmartStop Self Storage REIT, Inc. director Lora A. Gotcheva received a grant of 3,075 Restricted Stock Units (RSUs) as compensation upon her reelection to the board of directors. Each RSU represents the right to receive one share of common stock when it vests.
The RSUs vest one year from her reelection, aligning her compensation with ongoing board service. After this award, she holds a total of 5,861 RSUs directly. This is a routine, non-cash equity grant rather than an open-market stock purchase or sale.
SmartStop Self Storage REIT, Inc. amended its charter structure and reported results from its 2026 annual stockholder meeting. The company filed Articles Supplementary in Maryland to reclassify 31,250,000 authorized but unissued Class A common shares and 2,500,000 authorized but unissued Class T common shares into authorized but unissued common stock without class or series designation. After this change, SmartStop remains authorized to issue 225,000,000 shares, consisting of 175,000,000 undesignated common shares and 50,000,000 preferred shares, so the total authorized share count did not increase.
At the annual meeting, six directors were elected, an advisory vote approved executive compensation, and stockholders chose to hold the say-on-pay vote every year. Stockholders also ratified BDO USA, P.C. as independent registered public accounting firm for the year ending December 31, 2026.
SmartStop Self Storage REIT, Inc. director David J. Mueller reported an open-market sale of 425 shares of Common Stock at $32.44 per share on June 16, 2026, under a pre-arranged Rule 10b5-1 trading plan adopted on December 15, 2025.
Following the sale, Mueller directly holds 5,490 shares of Common Stock. He also holds Long-Term Incentive Plan Units that are ultimately tied to 9,598 and 7,234.25 underlying shares of Common Stock, which vest over time based on his board service.
SMA filing a Form 144 notice reporting proposed sales of Common Stock by an affiliate. The filing lists three sale entries dated 03/16/2026, 04/16/2026 and 05/18/2026 with the associated values shown in the excerpt. It also lists restricted stock vesting entries in June 2019 and a broker-dealer Fidelity Brokerage Services LLC entry.
SmartStop Self Storage REIT, Inc. reported operating metrics for its same-store self-storage facilities as of May 31, 2026, covering properties included in results since January 1, 2025, excluding four others. These data give a snapshot of occupancy and pricing trends across its stabilized portfolio.
Physical occupancy was 92.4% on May 31, 2026, compared with 93.1% on May 31, 2025. Monthly web rates were $1.21 versus $1.24 a year earlier, and monthly move-in rates were $1.06 versus $1.12. Monthly in-place rates increased to $1.66 from $1.63 over the same period.
SmartStop Self Storage REIT, Inc. declared its monthly cash dividend for June 2026. The dividend is $0.13150685 per share of common stock, which reflects a targeted annualized dividend of $1.60 per share. Stockholders of record as of June 30, 2026 will receive payment on July 15, 2026.
SmartStop Self Storage REIT, Inc. director David J. Mueller reported an open-market sale of 425 shares of Common Stock at $29.67 per share. After this trade, he directly holds 5,915 Common shares. He also holds Long-Term Incentive Plan Units tied to 9,598 and 7,234.25 underlying Common shares, which vest over time. The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 15, 2025.