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. has launched a continuous "at-the-market" distribution program under a prospectus supplement to sell up to $300,000,000 of its common stock. Sales may occur through appointed Sales Agents or via forward sale agreements with Forward Purchasers and Forward Sellers.
The company may receive cash proceeds from direct Sales Agent transactions and upon physical settlement of forward sale agreements; it may also elect cash or net‑share settlement in certain circumstances. Proceeds are intended for property acquisitions, development, working capital and potential repayment of amounts under its $500.0 million revolving credit facility. Commissions and forward selling commissions will not exceed 2.0%.
SmartStop Self Storage REIT, Inc. director David J. Mueller reported an open-market sale of 425 shares of Common Stock at $32.81 per share on March 16, 2026. After this trade, he directly held 6,765.87 shares of Common Stock.
The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 15, 2025. Mueller also holds Long-Term Incentive Plan Units that are ultimately tied to Common Stock, including LTIP Units convertible into 7,234.25 underlying shares that vest one year after each board reelection and 9,598 LTIP Units that vest ratably over four years, subject to continued service.
Issuer filed a Form 144 notice for proposed sales of Common Stock. The filing lists a broker Fidelity Brokerage Services LLC and shows a proposed sale date of 03/16/2026. The excerpt lists previously vested restricted shares dated 06/10/2016 (234 shares) and 06/09/2017 (191 shares) associated with compensation.
SmartStop Self Storage REIT, Inc. reported updated operating metrics for its same-store self-storage facilities, meaning stabilized, comparable properties included in consolidated results since January 1, 2025, excluding four other properties. These figures highlight recent trends in occupancy and rental rates.
Physical occupancy stayed high, at 92.1% and 92.3% as of December 31, 2025 and 2024, 92.7% and 92.1% as of January 31, 2026 and 2025, and 92.7% on both February 28, 2026 and 2025. Monthly web and move-in rates were generally lower than a year earlier, while monthly in-place rates were stable to slightly higher, holding around $1.64–$1.65 per square foot across the reported dates.
SmartStop Self Storage REIT, Inc. reports on a year of rapid expansion and its first year trading on the NYSE under the symbol SMA. The company focuses on owning and operating self storage properties in major U.S. and Canadian markets and also earns fees by managing properties for affiliated REITs and third parties.
As of December 31, 2025, SmartStop owned 177 operating self storage properties with about 122,000 units and 13.9 million net rentable square feet, plus interests in 13 Canadian joint-venture properties. Through its Managed Platform it operated 273 additional properties for others, covering roughly 140,000 units and 20.4 million rentable square feet.
During 2025 the company completed an underwritten public offering of 27,000,000 shares of common stock, with an additional 4,050,000 shares sold via overallotment, raising approximately $931.5 million in gross proceeds and $875.6 million in net proceeds. It also issued CAD $500 million of senior unsecured notes maturing in 2028 and CAD $200 million of notes maturing in 2030, and acquired Argus, a third-party manager of over 221 self storage properties.
SmartStop Self Storage REIT, Inc. announced a monthly cash dividend for March 2026. The dividend reflects a targeted annualized dividend of $1.60 per share. Stockholders of record as of the close of business on March 31, 2026 will receive a cash dividend of $0.13589041 per share, payable on April 15, 2026.
SmartStop Self Storage REIT, Inc. reported stronger results for Q4 and full-year 2025, driven by acquisitions, its managed platform and balance sheet actions. For Q4, net income attributable to common stockholders was about $2.8 million, or $0.05 per share, compared with a loss a year earlier, on total revenues of $78.4 million.
For 2025, the company recorded a net loss attributable to common stockholders of about $8.8 million, but total self storage-related revenues rose to roughly $249.5 million and FFO, as adjusted, doubled to about $95.5 million, or $1.87 per diluted share and OP unit. Same-store revenues increased 1.6% and same-store NOI grew 0.6%, with average occupancy at 92.5%.
SmartStop completed approximately $368.6 million of 2025 acquisitions, closed a CAD $160 million secured JV term loan and added a new $500 million senior unsecured credit facility with an accordion up to an additional $1.1 billion. The board affirmed an annualized common distribution of $1.60 per share and issued 2026 guidance for FFO, as adjusted, of $1.93 to $2.05 per diluted share and OP unit.
SmartStop Self Storage REIT, Inc. expanded its Board of Directors from five to six members and appointed Chief Investment Officer Wayne Johnson as an employee director, effective February 19, 2026. He will serve until the next annual meeting or until a successor is elected and qualified.
At the same time, Johnson resigned as President, a role he had held since 2019. The Board appointed Chairman and CEO H. Michael Schwartz to additionally serve as President, effective February 19, 2026, with no additional compensation for the expanded executive role.
SmartStop describes Johnson as a key leader since the company’s formation in 2013 and highlights his long self-storage and commercial real estate track record. As of February 20, 2026, SmartStop’s owned or managed portfolio includes over 460 operating properties and more than 35 million rentable square feet in the United States and Canada.
SmartStop Self Storage REIT, Inc. entered into a second amended and restated senior unsecured revolving credit facility totaling $500 million, replacing its 2024 credit facility while keeping an outstanding balance of about $68.3 million unchanged at closing.
The new multi-currency facility, which can be increased by up to $1.1 billion for total potential capacity of $1.6 billion, matures on February 18, 2030 and includes a one-year extension option. Interest is tied to SOFR, CORRA or a base rate, with margins that vary based on leverage or credit rating and are initially 105 basis points over Daily Simple SOFR.
The facility is unsecured but fully recourse to the company, its operating partnership and certain subsidiaries, and is governed by leverage, coverage, net worth and secured debt covenants. According to the company, pricing on the initial advances is approximately 30 basis points lower than under the prior revolving credit facility, and the facility is intended to support SmartStop’s growth strategy in the United States and Canada.
Prudential Financial, Inc. has filed an amended Schedule 13G reporting beneficial ownership of 2,951,405 shares of SmartStop Self Storage REIT, Inc. common stock, equal to 9.5% of the class as of the event date.
Prudential reports no sole voting or dispositive power, but shared voting and shared dispositive power over all 2,951,405 shares, which are held on behalf of its clients. The filing identifies subsidiaries including Quantitative Solutions LLC with 247,605 shares (0.8%) and another investment adviser with 2,703,800 shares (8.7%).
Prudential certifies that these securities were acquired and are held in the ordinary course of business and not for the purpose or effect of changing or influencing control of SmartStop Self Storage REIT, Inc.