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. declared a cash dividend for January 2026 that reflects a targeted annualized dividend of $1.60 per share. Stockholders of record as of the close of business on January 30, 2026 will receive a dividend of $0.13589041 per share, payable on February 13, 2026. This continues the company’s practice of paying regular monthly dividends to its common stockholders.
SmartStop Self Storage REIT, Inc. reported updated operating metrics for its same store self-storage facilities as of November 30, 2025, covering properties included in results since January 1, 2024, excluding four other properties. Physical occupancy was 92.4%, up slightly from 92.2% a year earlier, indicating broadly stable utilization of its storage space.
Pricing trends were mixed. Monthly web rates were $0.97 versus $1.02 a year earlier, and monthly move-in rates were $0.91 versus $0.99, showing modestly lower advertised and initial pricing. Monthly in-place rates, which reflect what existing tenants are paying, held steady at $1.63 for both periods, suggesting stable revenue from existing customers despite softer new-customer pricing.
Prudential Financial, Inc. filed a Schedule 13G disclosing beneficial ownership of 2,820,076 shares of SmartStop Self Storage REIT, Inc. common stock, representing 5.1% of the class as of the reported date. All of these shares are reported with shared voting and shared dispositive power, with no sole voting or dispositive authority. Prudential identifies itself as a parent holding company, with the position held through investment adviser subsidiaries PGIM Quantitative Solutions LLC and PGIM, Inc. The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of SmartStop. Prudential notes that its clients may have rights to dividends or sale proceeds related to these shares.
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.