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.
Look Nicholas reported acquisition or exercise transactions in this Form 4 filing.
SmartStop Self Storage REIT, Inc. reported that General Counsel and Secretary Nicholas Look received equity-based compensation awards. He was granted 4,006 Long-Term Incentive Plan (LTIP) Units and a separate 6,392 LTIP Unit grant at a price of $0.00 per unit. The 4,006 LTIP Units vest ratably over four years starting December 31 of the grant year, subject to continued employment. The 6,392 LTIP Units represent 200% of the target award; the actual number that ultimately vests can range from 0% to 100% of that amount based on specified performance measures, with vesting expected no later than January 31, 2029 if those measures are achieved. Footnotes state that vested LTIP Units and Class A-1 Units are ultimately redeemable, at the issuer’s election, for an equal number of shares of Common Stock or the cash value of such shares.
SmartStop Self Storage REIT’s Chief Accounting Officer Michael O. Terjung received new equity awards tied to the company’s common stock. On March 25, 2026, he was granted 4,262 Long-Term Incentive Plan (LTIP) Units and a separate performance-based grant of 6,800 LTIP Units, both at an exercise price of $0.0000 per unit.
The 4,262 LTIP Units vest ratably over four years starting on December 31 of the grant year, subject to continued employment. The 6,800 LTIP Units represent 200% of a target amount and will vest based on achievement of specified performance measures, with vesting no later than January 31, 2029 if those measures are met. After these awards, Terjung also holds LTIP Units convertible into 29,319 underlying common shares, 30,941.50 Class A-1 Units, and 8,142 common shares, all held directly.
SmartStop Self Storage REIT, Inc. CEO H. Michael Schwartz reported grants of long-term incentive units. On March 25, 2026, a trust associated with him received 64,775 long-term incentive plan (LTIP) Units that vest ratably over four years starting December 31 of the grant year, subject to continued service.
He was also credited with 103,342 performance-based LTIP Units, equal to 200% of the target award, with the actual vesting amount ranging from 0% to 100% based on specified performance goals and scheduled to fully vest no later than January 31, 2029, assuming goal achievement. These LTIP Units represent interests in the operating partnership that can convert into common units and then be redeemed for either one share of common stock or cash per unit, at the company’s election. The filing also lists existing indirect holdings of common stock, common units, and Class A-1 units through family and controlled entities.
SmartStop Self Storage REIT Inc: an amended Schedule 13G/A from The Vanguard Group reports zero shares beneficially owned of Common Stock (CUSIP 83192D402) following an internal realignment effective January 12, 2026. The filing states Vanguard's subsidiaries will report holdings separately under SEC Release No. 34-39538.
The filing is a routine ownership update showing no voting or dispositive power by The Vanguard Group over SmartStop shares as disclosed in this amendment.
SmartStop Self Storage REIT, Inc. entered a new distribution agreement that allows it to issue and sell up to $300 million of common stock from time to time. Sales can be made through multiple investment banks in negotiated and at-the-market transactions on the New York Stock Exchange and other venues.
The company also put in place forward sale agreements with several banks, which may initially borrow and sell shares, with SmartStop expecting to settle these mostly by delivering shares later for cash. Commissions to sales agents and forward sellers are capped at 2.0% of gross sales. Net proceeds are intended for general corporate purposes, including acquisitions, development and redevelopment spending, and reducing outstanding debt such as borrowings under its revolving credit facility.
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.