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. has filed an amended Schedule 13G reporting its beneficial ownership in SMARTSTOP SELF STORAGE REIT. As of 11/30/2025, it reports beneficial ownership of 5,071,940 shares, representing 9.2% of the REIT’s outstanding class.
The firm reports sole voting power5,063,178 shares and sole dispositive power5,071,940 shares, with no shared voting or dispositive power. T. Rowe Price Associates is identified as an investment adviser and states that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
SmartStop Self Storage REIT, Inc. declared its monthly dividend for December 2025. The Board approved a dividend that reflects a targeted annualized dividend of $1.60 per share. Stockholders of record as of the close of business on December 31, 2025 will receive a cash dividend of $0.13589041 per share of common stock, payable on January 15, 2026. This update confirms the company’s ongoing monthly cash distribution to its shareholders.
SmartStop Self Storage REIT, Inc. reported that its Chief Executive Officer and director, H. Michael Schwartz, acquired 6,250 shares of common stock on November 17, 2025 at a price of $31.71 per share in an open-market purchase. Following this transaction, he beneficially owns 24,250 shares of common stock indirectly through Churchill TRI LLC, 120,805 shares indirectly through SmartStop OP Holdings, LLC, and 29,315 shares indirectly through the Schwartz Family Trust. He also holds derivative interests in the operating partnership, including 96,543.26 Common Units, 233,791.29 time-vesting LTIP Units, 192,600.19 performance-based LTIP Units, and 2,397,695.44 Class A-1 Units, all of which are ultimately tied to the company’s common stock on a one-for-one or equivalent basis as described.
SmartStop Self Storage REIT, Inc. reported operational metrics for its same store facilities as of October 31, 2025, compared with October 31, 2024. Physical occupancy was slightly higher at 92.5% versus 92.3% a year earlier, indicating essentially stable utilization of its storage portfolio.
Pricing trends were softer. Monthly web rates were $0.94 compared with $1.09 a year earlier, and monthly move-in rates were $0.85 versus $1.04, showing lower advertised and new customer pricing. Monthly in-place rates, which reflect what existing customers pay, were unchanged at $1.64 for both periods.
SmartStop Self Storage REIT (SMA) reported an insider transaction by its General Counsel and Secretary. On 11/14/2025, the reporting person executed a sale (Code S) of 458 shares of Common Stock at $32.85 per share, and now directly holds 1,613 shares.
In addition to common shares, the filing lists derivative interests linked to potential Common Stock on a one-for-one basis via the operating partnership. These include 29,319 Long-Term Incentive Plan (LTIP) Units that vest ratably over four years from the first anniversary of issuance, 11,820.99 LTIP Units vesting ratably beginning December 31 of the grant year, and 9,515.65 LTIP Units where issuance upon vesting depends on performance. The report also shows 12,376.5 Class A‑1 Units, which are redeemable at the issuer’s election for Common Stock on a one‑for‑one basis or the cash value of those shares.
SmartStop Self Storage REIT disclosed that T. Rowe Price Associates, Inc. filed an amended Schedule 13G reporting beneficial ownership of 5,202,808 shares, representing 16.8% of the class as of the stated event date. The firm reports sole voting power over 5,193,297 shares and sole dispositive power over 5,202,808 shares.
The filing is made under Rule 13d-1 by an investment adviser and includes a certification that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer. This reflects a passive institutional position rather than an activist stance.
SmartStop Self Storage REIT, Inc. (SMA) reported an insider purchase by its CFO and Treasurer on 11/11/2025. The officer bought 600 shares of Common Stock at $33.55, bringing direct holdings to 3,375 shares.
The filing also lists previously reported equity interests: 29,319 LTIP Units that vest over four years from the first anniversary of issuance, 24,569.12 LTIP Units vesting ratably from December 31 of the grant year, 19,353.28 performance-based LTIP Units (actual issuance can range from 0% to 100%), and 30,941.5 Class A-1 Units, each redeemable into one share of Common Stock or cash at the issuer’s election.
SmartStop Self Storage REIT, Inc. (SMA) filed its Q3 2025 report. The company reported Q3 total revenues of $70,429, driven by self storage rental revenue of $61,768, ancillary revenue of $2,825, and Managed REIT Platform revenues of $3,841. Net income was $5,548, and net income attributable to common stockholders was $5,227, or $0.09 per diluted share.
For the nine months, total revenues were $202,695. Operating costs rose with portfolio growth, including property operating expenses of $65,628 and depreciation of $46,741. Interest expense decreased to $12,521 in Q3. The company’s balance sheet expanded: total assets were $2,391,279, cash was $47,806, and debt, net, declined to $1,041,661. Equity increased to $1,289,230, reflecting capital structure changes, including the elimination of preferred stock and redeemable common stock by September 30, 2025.
Real estate facilities, net, reached $2,068,138. Managed REIT-related revenues and reimbursable costs contributed to the top line. Shares outstanding were 55,363,743 as of November 3, 2025. The quarter shows higher revenue and a return to profitability on a per-share basis alongside lower interest expense and reduced net debt.
SmartStop Self Storage REIT, Inc. (SMA) furnished an 8-K announcing it issued a press release with financial results for the three and nine months ended September 30, 2025. The press release is included as Exhibit 99.1.
The information, including Exhibit 99.1, is being furnished and not deemed filed under Section 18 of the Exchange Act, and will not be incorporated by reference into other filings. The report was signed by the Chief Financial Officer and Treasurer.
SmartStop Self Storage REIT, Inc. declared a monthly dividend for November 2025, targeting an annualized dividend of $1.60 per share. The November dividend is $0.13150685 per share.
The dividend has a record date of November 28, 2025 and is payable on December 15, 2025 to stockholders of record as of the listed record date. The Board approved the dividend on October 29, 2025.
FAQ
What is the current stock price of SmartStop Self Storage REIT (SMA)?
What is the market cap of SmartStop Self Storage REIT (SMA)?
