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SMA

SmartStop Self Storage REIT, Inc.

At today's price, SmartStop Self Storage REIT, Inc. (SMA) is priced for +11.1% FFO growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+11.1% FFO growth
Priced In
extreme

Key Takeaways

• SmartStop pairs an owned self-storage portfolio (92.5% same-store occupancy) with a fee-earning managed platform whose agreements include advisory fees, reimbursements, and ⟦"a construction management fee equal to 5% of the cost"⟧ of major projects (FY2025 10-K, accession 0001193125-26-082573), plus a 49-property Canadian position most US storage REITs lack. • The biggest risk is the stack of demands at once: about 29 times trailing adjusted funds from operations (top of the REIT group), net

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Institutional ownership

247 institutional managers reported holding SMA in 13F filings for the quarter ended 2026-03-31. Together they hold about 91% of the company; the top 10 hold 56%. 53 opened new positions that quarter. Held by T. Rowe Price, Vanguard Group, BlackRock, among others. On the short side, 3.8M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (5.7 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

SMA has cut its share count 34.4% over the past five years. It pays a dividend, and has paid one every year in our records (12 and counting); the current rate is $0.60 a share annually. Cash returned over the past three years: $151.18M in dividends.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at SMA over the trailing three years: 2025: 8 buys totaling $1.16M. 10 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

SMA's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2025-08-09-1.8%+2.7%
2025-11-08-0.1%-5.7%
2026-02-28-1.1%-5.9%
2026-05-09+7.9%pending

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

SMA's latest 8-K filings: 2026-07-01 (items 8.01); 2026-06-25 (items 5.03, 5.07, 9.01); 2026-06-02 (items 7.01); 2026-06-01 (items 8.01); 2026-05-12 (items 7.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: July 11, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.