Stocks Real estate SMA
NYSE · Real estateSmartStop Self Storage REIT, Inc. (SMA)
SmartStop Self Storage REIT, Inc. brought in $317.8M of revenue over the twelve months to September 30, 2026, up 20.7% from a year earlier. Net income was $32.6M, a net margin of 10.3%. At September 30, 2026 it held $31M in cash against $1.1B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 6, 2026.
Key facts about SmartStop Self Storage REIT, Inc.
- Net worth
- SmartStop Self Storage REIT, Inc. has a market value (market cap) of $2.1B at the latest share price, and shareholders' equity of $1.1B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $281.1M (+18.6% year on year), with a net loss of $8.8M. Over the 12 months to September 30, 2026: revenue $317.8M, net income $32.6M.
- Cash flow
- In fiscal 2025 operations brought in $85M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 6, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- SmartStop Self Storage REIT, Inc.'s next report is expected around February 3, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What SmartStop Self Storage REIT, Inc. does
SmartStop Self Storage REIT, Inc. is registered with the SEC under industry code SIC 6798 (Real Estate Investment Trusts). Its shares trade on NYSE under the ticker SMA.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $281.1M | -$8.8M | n/a | n/a |
| 2024 | $237M | -$18.4M | -$0.20 | n/a |
| 2023 | $233M | -$2.7M | -$0.03 | n/a |
| 2022 | $212.6M | $6.3M | $0.07 | n/a |
| 2021 | $168.8M | -$29.4M | -$0.37 | n/a |
| 2020 | $124M | -$54.4M | -$0.91 | n/a |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where SMA ranks in Real estate
Dividends
It paid out $74.8M in cash dividends.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | n/a | $74.8M | n/a |
| 2024 | n/a | $37.4M | n/a |
| 2023 | n/a | $40.6M | n/a |
| 2022 | n/a | $49.4M | 781% |
| 2021 | n/a | $26.2M | n/a |
| 2020 | n/a | $19.2M | n/a |
Latest SEC filings
What SmartStop Self Storage REIT, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 6, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 16% to $81.8M versus the same quarter last year; net income rose 72% to $9M.
- November 4, 2026
- November 3, 2026Other event 8-K
- October 5, 2026Passive stake changed SCHEDULE 13G/A
- October 1, 2026Other event 8-K
- September 29, 2026
- September 9, 2026
- September 3, 2026Other event 8-K
- August 18, 2026
- August 14, 2026Passive stake changed SCHEDULE 13G/A
Insider trades
What the people running SmartStop Self Storage REIT, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $77.6K worth of shares in the last 90 days and bought none on the open market. Most of the selling (55%) was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 16, 2026 | Mueller David JDirector | Soldpre-planned (10b5-1) | 425 | $14.4K |
| September 16, 2026 | Mueller David JDirector | Soldpre-planned (10b5-1) | 425 | $13.6K |
| August 17, 2026 | Mueller David JDirector | Soldpre-planned (10b5-1) | 425 | $14.3K |
| August 14, 2026 | Look NicholasGeneral Counsel and Secretary | Sold | 1,025 | $35.2K |
| July 16, 2026 | Mueller David JDirector | Soldpre-planned (10b5-1) | 425 | $14.2K |
| June 23, 2026 | Morris Timothy S.Director | Received as pay | 3,075 | - |
| June 16, 2026 | Mueller David JDirector | Soldpre-planned (10b5-1) | 425 | $13.8K |
| May 18, 2026 | Mueller David JDirector | Soldpre-planned (10b5-1) | 425 | $12.6K |
Who owns SMA
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| T. Rowe Price Associates, Inc.13G, passive | 9.5% | August 14, 2026 |
| Principal Real Estate Investors LLC13G, passive with 1 related filers | 5.6% | August 5, 2026 |
| Vanguard Capital Management13G, passive | 5.11% | July 31, 2026 |
| Vanguard Portfolio Management13G, passive | 5.07% | April 29, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 260 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 5,416,274 | +273,964 |
| Principal Financial Group Inc | 3,205,785 | +609,652 |
| Vanguard Portfolio Management LLC | 2,899,665 | +112,013 |
| Goldman Sachs Group Inc | 2,744,749 | -682,978 |
| Vanguard Capital Management LLC | 2,367,053 | +187,815 |
| State Street Corp | 2,244,402 | +81,114 |
| Norges Bank | 1,630,366 | new |
| Geode Capital Management, LLC | 1,574,206 | +138,338 |
| Centersquare Investment Management LLC | 1,415,860 | new |
| Prudential Financial Inc | 1,034,596 | -1,318,440 |
| Duff & Phelps Investment Management Co | 967,028 | +135,273 |
| Alyeska Investment Group, L.P. | 956,577 | new |
| Massachusetts Financial Services Co | 932,759 | -48,683 |
| Charles Schwab Investment Management Inc | 896,899 | +50,260 |
| Irenic Capital Management LP | 876,608 | new |
| Nuveen, LLC | 851,253 | -293,437 |
| Silvercrest Asset Management Group LLC | 675,774 | -56,970 |
| Northern Trust Corp | 579,922 | +39,580 |
| Goldentree Asset Management LP | 501,768 | -827,807 |
| Long Pond Capital, LP | 444,839 | -168,619 |
Insiders
5 insiders reported holding 50,256 shares in total, about $1.9M at the last price.
| Holder | Shares |
|---|---|
| Schwartz H. MichaelChief Executive Officer, Director | 24,25024,250 held indirectly |
| Morris Timothy S.Director | 18,253 |
| Mueller David JDirector | 3,790 |
| Barry James R.CFO and Treasurer | 3,375 |
| Look NicholasGeneral Counsel and Secretary | 588 |
Questions about SMA
What does SmartStop Self Storage REIT, Inc. do?
SmartStop Self Storage REIT, Inc. is a company in the Real estate sector, listed on NYSE as SMA. Its shares trade on NYSE under the ticker SMA.
What is SmartStop Self Storage REIT, Inc.'s net worth?
SmartStop Self Storage REIT, Inc. has a market value (market cap) of $2.1B at the latest share price, and shareholders' equity of $1.1B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is SmartStop Self Storage REIT, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $32.6M on revenue of $317.8M, a net margin of 10.3%.
How much revenue does SmartStop Self Storage REIT, Inc. make?
Over the twelve months to September 30, 2026 SmartStop Self Storage REIT, Inc. reported revenue of $317.8M. That is 20.7% more than a year earlier.
When did SmartStop Self Storage REIT, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 6, 2026. It covers the period to September 30, 2026.
When is SmartStop Self Storage REIT, Inc.'s next earnings report?
SmartStop Self Storage REIT, Inc.'s next report is expected around February 3, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values SmartStop Self Storage REIT, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.