SMA

SmartStop Self Storage REIT, Inc.

SMA.US smartstopselfstorage.com + Research + Basket
Employees 1,000
Phone 866 418 5144
Fiscal year end December
IPO Apr 02, 2025
Address 10 Terrace Road, Ladera Ranch, CA, United States, 92694
38.14
+1.49 (+4.07%)
USD · NYSE
52-week range
28.45
37.52
Trading at 100% of the 52-week range
Market Cap
2.10B
P/E Ratio
69.15
Forward P/E
0.00
Book Value
20.89
Div. Yield
2.13%
% Institutions
101.86%
% Insiders
0.420%

1 Year

+17.3%

3 Year

+25.6%

10 Year

+25.6%
Description

SmartStop Self Storage REIT, Inc. is a self-managed REIT with a fully integrated operations team of more than 1,000 self-storage professionals focused on growing the SmartStop Self Storage brand. SmartStop, through its indirect subsidiary SmartStop REIT Advisors, LLC, also sponsors other self-storage programs, and through its Managed Platform offers third-party management services in the U.S. and Canada. As of September 29, 2026, SmartStop has an owned or managed portfolio of approximately 475 operating properties in 36 U.S. states, the District of Columbia, and Canada, comprising more than 285,000 units and approximately 36.8 million rentable square feet. SmartStop Self Storage REIT, Inc. was established in 2013 and was incorporated in Maryland.

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People

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Directors & Officers

Name Title Year Born
Mr. H. Michael Schwartz Founder, President, CEO & Chairman of the Board 1969
Mr. James R. Barry CFO & Treasurer 1990
Mr. Joseph H. Robinson Chief Operations Officer 1975
Mr. Wayne Johnson Chief Investment Officer & Director 1958
Mr. Michael O. Terjung CPA Chief Accounting Officer 1977
Mr. David Steven Corak C.F.A. Senior Vice President of Corporate Finance & Strategy NA
Mr. Nicholas M. Look Compliance Officer, General Counsel & Secretary 1983
Mr. Gerald Valle Senior Vice President of Self Storage Operations 1969

Insider Trading

Open insider trading
Date Insider Name Title Transaction Type Shares Price Value SEC
Apr 16, 2026 David J Mueller N/A Sale 425.00 $31.78 $13.51K SEC
Mar 18, 2026 Kevin Hern N/A Sale N/A $33.04 N/A —
Mar 16, 2026 David J Mueller N/A Sale 425.00 $32.81 $13.94K SEC
Nov 17, 2025 H. Michael Schwartz N/A Purchase 6.25K $31.71 $198.19K SEC
Nov 14, 2025 Nicholas Look N/A Sale 458.00 $32.85 $15.05K SEC

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 5.42M Jun 30, 2026 9.43% $0.00 5.33%
T. Rowe Price Associates, Inc. 5.27M Jun 30, 2026 9.18% $0.02 -11.71%
Principal Financial Group Inc 3.21M Jun 30, 2026 5.58% $0.05 23.48%
Vanguard Portfolio Management, LLC 2.90M Jun 30, 2026 5.05% $0.00 4.02%
The Goldman Sachs Group Inc 2.74M Jun 30, 2026 4.78% $0.01 -19.93%
Vanguard Capital Management, LLC 2.37M Jun 30, 2026 4.12% $0.00 8.62%
State Street Corp 2.24M Jun 30, 2026 3.91% $0.00 3.75%
NORGES BANK 1.63M Jun 30, 2026 2.84% $0.01 0.00%
Geode Capital Management, LLC 1.57M Jun 30, 2026 2.74% $0.00 9.63%
CenterSquare Investment Management LLC 1.42M Jun 30, 2026 2.47% $0.39 0.00%
T. Rowe Price Investment Management,Inc. 1.08M Jun 30, 2026 1.88% $0.02 34.67%
Prudential Financial Inc 1.03M Jun 30, 2026 1.80% $0.04 -56.03%
Duff & Phelps Inv Mgmt Co (IL) 967.03K Jun 30, 2026 1.68% $0.30 16.26%
Alyeska Investment Group, L.P. 956.58K Jun 30, 2026 1.67% $0.08 0.00%
Massachusetts Financial Services Company 932.76K Jun 30, 2026 1.62% $0.01 -4.96%
Charles Schwab Investment Management Inc 896.90K Jun 30, 2026 1.56% $0.00 5.94%
Irenic Capital Management LP 876.61K Jun 30, 2026 1.53% $1.37 0.00%
Nuveen, LLC 851.25K Jun 30, 2026 1.48% $0.01 -25.63%
Silvercrest Asset Management Group LLC 675.77K Jun 30, 2026 1.18% $0.14 -7.77%
Northern Trust Corp 579.92K Jun 30, 2026 1.01% $0.00 7.33%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Real Estate Index Investor 2.10M 3.65% ▲ 0.72% Sep 30, 2026
2 T. Rowe Price Real Assets 1.77M 3.08% ▲ 10.04% Sep 30, 2026
3 Vanguard MStar Total Stk Mkt Idx Invest 1.76M 3.06% ▲ 4.75% Sep 30, 2026
4 iShares Russell 2000 ETF 1.38M 2.41% ▼ 0.41% Oct 29, 2026
5 Principal Real Estate Securities R5 1.28M 2.23% ▼ 6.90% Sep 30, 2026
6 MFS Global Real Estate I 737.56K 1.28% ▲ 0.00% Sep 30, 2026
7 Fidelity Small Cap Index 624.19K 1.09% ▲ 0.88% Jul 31, 2026
8 T. Rowe Price Small-Cap Value 524.17K 0.91% ▲ 0.00% Sep 30, 2026
9 iShares Russell 2000 Value ETF 521.92K 0.91% ▼ 0.31% Oct 28, 2026
10 Natixis Vaughan Nelson Small Cap A 507.47K 0.88% ▲ 11.86% Aug 31, 2026

Financial Highlights

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Market Cap: $2.10B
EBITDA: $142.90M
P/E Ratio: $69.15
Book Value: $20.89
Dividend/Share: $0.79
Dividend Yield: 2.13%
Earnings/Share: $0.53
Profit Margin: 10.17%
Operating Margin: 23.88%
ROA (TTM): 1.69%
ROE (TTM): 2.41%
Revenue (TTM): $283.43M
Revenue/Share (TTM): $5.13
Earnings Growth (YOY): 0.00%
Revenue Growth (YOY): 11.40%

Valuation Metrics

Enterprise Value: $3.14B
Trailing P/E: 69.15
Forward P/E: 0.00

Shares Statistics

Shares Outstanding: 55.37M
Shares Float: 55.15M
% Insiders: 0.420%
% Institutions: 101.86%
Shares Short: 4.90M
Shares Short (Prior Month): 5.25M
Short Ratio: 5.95
Short % Float: 9.95%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Max Price History

Financial Charts

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Open balance sheet Open capital intensity Download Financials (Excel)

Revenue, Net Income & Operating Cash Flow (Yearly)

Change % vs Prior Year

Revenue, Net Income & Operating Cash Flow (Quarterly)

Change % vs Prior Quarter

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall Open balance sheet
Line Item
Step Type
Value
Revenue
adjust
$281.14M
Cost of Goods Sold
adjust
$-255.07M
Gross Profit
subtotal
$26.07M
SG&A
adjust
$-38.21M
Operating Income
subtotal
$59.03M
Other / Non-Operating Items
adjust
$-60.58M
Net Income
subtotal
$-1.55M

Earnings Per Share (EPS) History

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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