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. 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.
T. Rowe Price Associates, Inc. reports beneficial ownership of 5,909,948 shares of SmartStop Self Storage REIT, representing 10.7% of the class as of January 31, 2026.
The firm reports sole voting power over 5,899,657 shares and sole dispositive power over 5,909,948 shares, with no shared voting or dispositive power. It states the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
SmartStop Self Storage REIT, Inc. reported that its Board of Directors declared a monthly dividend for February 2026 that reflects a targeted annualized dividend of $1.60 per share. The February dividend will be $0.12273973 per share, with a record date of February 27, 2026 and a payment date of March 13, 2026 to stockholders of record on the February record date.
The Vanguard Group filed an amended Schedule 13G reporting beneficial ownership of 3,576,922 shares of Smartstop Self Storage REIT Inc common stock, representing 6.46% of the class as of December 31, 2025.
Vanguard reports shared voting power over 375,817 shares and shared dispositive power over 3,576,922 shares, with no sole voting or dispositive power. The filing notes an internal realignment effective January 12, 2026, after which certain Vanguard subsidiaries or business divisions are expected to report beneficial ownership separately while pursuing the same investment strategies as before. Vanguard states that its clients, including registered investment companies and other managed accounts, have the right to receive dividends and sale proceeds for these securities, and that no single other person has an interest in more than 5% of the class.
The securities are certified as acquired and held in the ordinary course of business and not for the purpose of changing or influencing control of the company.
Deutsche Bank AG, through its DWS asset management business, reports beneficial ownership of SmartStop Self Storage REIT, Inc. common stock. As of 12/31/2025, it beneficially owned 1,821,963 shares, representing 3.3% of the outstanding common stock.
Deutsche Bank reports no sole voting or dispositive power over these shares, but shared voting and shared dispositive power over the full 1,821,963 shares. The filing is made on a Schedule 13G/A, indicating a passive, institutional position by a bank organized under the laws of the Federal Republic of Germany.
BlackRock, Inc. has filed an amended Schedule 13G reporting a passive stake in SmartStop Self Storage REIT, Inc. common stock. BlackRock reports beneficial ownership of 3,207,362 shares, representing 5.8% of the class as of the event date of 12/31/2025.
The filing states BlackRock has sole power to vote 3,137,303 shares and sole power to dispose of 3,207,362 shares, with no shared voting or dispositive power. BlackRock certifies the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of the company, indicating a passive investment position.
T. Rowe Price Associates, Inc. has filed an amended beneficial ownership report showing a significant stake in SmartStop Self Storage REIT. The firm reports beneficial ownership of 5,913,679 REIT shares, representing 19.0% of the class as of the stated event date. T. Rowe Price has sole power to vote 5,903,388 shares and sole power to dispose of 5,913,679 shares, with no shared voting or dispositive power.
The filer identifies itself 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 SmartStop. T. Rowe Price also expressly denies being the beneficial owner of the securities referenced, despite reporting them for regulatory purposes.
SmartStop Self Storage REIT, Inc. reported updated operating metrics for its same store self-storage facilities, which are stabilized and comparable properties included in its consolidated results since January 1, 2024, excluding four other properties. As of December 31, 2025, physical occupancy was 92.1%, compared with 92.3% a year earlier, indicating largely stable unit utilization.
For these same store locations, monthly web rental rates were $0.91 as of December 31, 2025 versus $0.97 a year before, and monthly move-in rates were $0.88 versus $0.94. Monthly in-place rental rates remained $1.63 at both December 31, 2025 and December 31, 2024. The company furnished these metrics under a Regulation FD disclosure, meaning they are not treated as filed financial statements under securities laws.