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.
T. Rowe Price Associates, Inc. filed an Amendment No. 6 to report its position in SmartStop Self Storage REIT. The firm reported beneficial ownership of 5,270,721 shares of the company’s securities, representing 9.5% of the class as of June 30, 2026.
T. Rowe Price Associates reported sole voting power over 5,260,905 shares and sole dispositive power over 5,270,721 shares, with no shared voting or dispositive power. The filer expressly states that this filing should not be construed as an admission that it is the beneficial owner of these securities.
SmartStop Self Storage REIT, Inc. outlines its business profile and strategic plan in an August 2026 investor presentation furnished for informational purposes. The company operates a premier self storage platform with 191 owned properties and 15.1 million owned square feet, plus a broader network of 460 owned and managed properties totaling 35.4 million square feet across the U.S. and Canada as of June 30, 2026.
The presentation highlights a high-quality portfolio concentrated in large markets, including significant exposure to the Greater Toronto Area, with Q2 2026 same-store occupancy of 92.4% and owned portfolio ending occupancy of 91.7%. Key operating metrics include $169 million LQA NOI and Q2 2026 same-store NOI growth of 3.7%, supported by technology-driven revenue management and an AI-enabled operating platform.
SmartStop describes its “Deca Initiative,” a six-pillar growth strategy combining disciplined capital allocation, clustering and margin expansion, technology and AI, third-party management, a Managed REIT Platform with about $1.0 billion of AUM, and an acquisitions joint venture and bridge-lending JV targeting 10–16% yields. The balance sheet carries investment-grade ratings and a normalized net debt to adjusted EBITDA ratio of 6.2x.
SmartStop Self Storage REIT, Inc. reported stronger Q2 2026 results, with total revenues of $79.276 million versus $66.816 million a year earlier. Net income attributable to common stockholders was $11.246 million, or $0.20 per diluted share, compared with a net loss of $8.362 million, or $(0.16) per share in Q2 2025.
For the first six months of 2026, revenues were $157.586 million and net income attributable to common stockholders was $20.822 million, or $0.37 per diluted share, versus a loss of $16.767 million in the prior-year period. Growth was supported by higher self storage rental revenue, larger Managed Platform revenue, and higher investment and other income, while interest expense declined to $26.476 million.
As of June 30, 2026, total assets were $2.438 billion, including $2.056 billion of real estate facilities, net, funded in part by $1.120 billion of debt. Operating cash flow for the first half of 2026 rose to $43.911 million, and common stock distributions totaled $0.80 per share for the period.
SmartStop Self Storage REIT, Inc. declared a monthly cash dividend for August 2026 on its common stock. The dividend reflects a targeted annualized dividend of $1.60 per share. For the August period, the company set a dividend of $0.13589041 per share.
The dividend has a record date of August 31, 2026, the last business day of August, and will be paid on September 15, 2026 to stockholders of record as of that date. This sets the company’s cash distribution for the month of August 2026.
SmartStop Self Storage REIT, Inc. reported a strong improvement for the three and six months ended June 30, 2026. Q2 net income attributable to common stockholders was approximately $11.2 million, an increase of about $19.6 million year over year, or $0.20 per share. Total self storage-related revenues were about $65.8 million, up roughly $4.9 million. Q2 FFO, as adjusted, was approximately $29.3 million, or $0.49 per diluted share and OP unit, increases of about $4.9 million and $0.07 per share.
Same-store revenues rose 1.3% in Q2 while same-store property operating expenses fell 3.4%, driving a 3.7% increase in same-store NOI. Same-store operating margins reached 67.3%, up 150 basis points year over year, with average same-store occupancy at 92.5% and annualized rent per occupied square foot of roughly $20.33.
For the first half of 2026, net income attributable to common stockholders was approximately $20.8 million, up about $37.6 million from 2025, and FFO, as adjusted, was approximately $58.1 million, or $0.98 per diluted share and OP unit. The company deployed over $46 million into on-balance sheet acquisitions and bridge capital in Q2, completed preferred investments of about $16.3 million and $3.1 million at a weighted average yield near 10.9%, and its board approved monthly distributions equating to an annualized $1.60 per share for June, July and August 2026. Updated 2026 guidance includes FFO, as adjusted, per diluted share and OP unit of $1.98 to $2.04, with management stating it has increased both same-store NOI and FFO, as adjusted, per share guidance.
SmartStop Self Storage REIT, Inc. is reported as having a significant shareholder group made up of Principal Global Investors LLC and Principal Real Estate Investors LLC. These Delaware-organized investment entities report beneficial ownership of 3,136,322 shares of SmartStop common stock, representing 5.7% of the class.
Within this total, Principal Global Investors reports shared voting and dispositive power over 40,000 shares, while Principal Real Estate Investors LLC reports shared voting and dispositive power over 3,096,322 shares. Neither entity reports any sole voting or sole dispositive power over SmartStop shares. The firms file jointly under a Joint Filing Agreement signed by J. Markham Penrod, Chief Compliance Officer – North America, Principal Asset Management.
Vanguard Capital Management reports beneficial ownership of 2,833,393 shares of Smartstop Self Storage REIT Inc common stock, representing 5.11% of the class. Vanguard has sole voting power over 466,340 shares and sole dispositive power over all 2,833,393 shares, with no shared voting or dispositive power.
The position aggregates securities over which Vanguard Capital Management LLC and certain affiliates or business divisions exercise dispositive and/or voting power, including holdings of Vanguard-managed funds and client accounts. Various clients have rights to dividends and sale proceeds, but no other single person has an interest in more than 5% of the class.
SmartStop Self Storage REIT, Inc. furnished a shareholder letter outlining progress since its April 2025 IPO and a long-term strategic plan called The Deca Initiative targeting $10 billion in total capitalization.
Since listing, the company raised $931.5 million in IPO gross proceeds, issued CAD $700 million of Maple Bonds at an approximately 3.90% blended coupon, and deployed nearly $500 million into Class A properties at mid‑5% going-in cap rates. Managed REIT assets under management are about $1.1 billion, generating an annualized revenue run rate of more than $16 million.
The Deca Initiative is built on six pillars: disciplined capital allocation, clustering-driven margin expansion, AI-enabled operations through SmartStop.AI, capital-light third-party management and bridge lending, a managed REIT platform that supplies fee income and a pipeline, and an institutional acquisition joint venture to pursue larger portfolios while retaining operating roles.
SmartStop Self Storage REIT, Inc. director David J. Mueller reported an open-market sale of 425 shares of Common Stock at $33.38 per share on July 16, 2026, under a pre-arranged Rule 10b5-1 trading plan. After the sale, he directly holds 5,065 Common shares plus Long-Term Incentive Plan Units representing 9,598 and 10,464.25 underlying Common shares that vest over time.
David J. Mueller plans to sell 425 shares of SMA common stock through Fidelity Brokerage Services LLC, with an aggregate market value of $14,186.50, on or about July 16, 2026 on the NYSE.
He has also reported three prior 425-share sales in April, May and June 2026.