Market Cap
$1.8B
SMA
SmartStop Self Storage REIT, Inc.
$32.39 ▲ +0.47%
Prev close $32.24Market cap$1.8B
ConsensusBuy
12-mo target$36.93 (+14.0%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)24 New Institutional Positions15 Institutional Exits Real Estate
Snapshot
The big-picture read on SMA right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (73%)
Inst. Holders
50 funds
Inst. Value
$1.2B
Inst. Activity
24 buys / 15 sells
Insider Activity
$0.00 buy / $131.2K sell
Insider Net $
-$131.2K
SEC Reports
5
Price chart 30d -0.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 16, 2026 Insider
Mueller David J sold 425 shares
Director @ $32.05 ($13.6K)
Sep 15, 2026 short_volume
Short Volume: SMA — 81.1% short (0.5M / 0.6M)
Short: 497,695 | Exempt: 131 | TRF Vol: 614,008 | Short Ratio: 81.1% | Off-exchange volume (dark poo
Aug 17, 2026 Insider
Mueller David J sold 425 shares
Director @ $33.70 ($14.3K)
Aug 14, 2026 Insider
Look Nicholas sold 1,025 shares
General Counsel and Secretary @ $34.36 ($35.2K)
Jun 30, 2026 Inst.
NORGES BANK — NEW
1,630,366 shares ($53.0M)
Jun 30, 2026 Inst.
Jun 1, 2026 SEC CENTERSQUARE INVESTMENT MANAGEMENT LLC — NEW
1,415,860 shares ($46.0M)
SmartStop Self Storage REIT declared its monthly dividend for June 2026, reflecting a targeted annualized rate of $1.60
8-K — Impact 2/10
SmartStop Self Storage REIT reported Q1 2026 FFO as adjusted per share of $0.49, beating the $0.48 consensus by 2.1%. To
8-K — Impact 4/10
Analyst ratings buy % -15.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
73% rate it Buy or better · 15 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Truist Securities | DOWNGRADE | Hold | 55% |
| Oct 2, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Sep 21, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Sep 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 27, 2026 | BMO Capital | DOWNGRADE | Market Perform | 53% |
| Aug 10, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 24, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Apr 16, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 7 | 3 | 1 | 0 | 73% | |
| Aug 1, 2026 | 4 | 8 | 2 | 1 | 0 | 80% | |
| Jul 1, 2026 | 3 | 8 | 2 | 1 | 0 | 79% | |
| Jun 1, 2026 | 3 | 8 | 2 | 1 | 0 | 79% | |
| May 1, 2026 | 3 | 8 | 2 | 1 | 0 | 79% | |
| Apr 1, 2026 | 3 | 8 | 2 | 1 | 0 | 79% | |
| Mar 1, 2026 | 3 | 8 | 2 | 1 | 0 | 79% | |
| Feb 1, 2026 | 3 | 9 | 1 | 1 | 0 | 86% |
Price targets
Where 11 covering analysts think SMA trades over the next 12 months.
$36.93 +14.0% upside Buy
Current$32.40 Low$33.00 Median$37.00 High$40.00 11 analysts
$33.00$40.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 4 neutral · avg impact 4.0/10.
NEUTRAL8-K2/10
SmartStop Self Storage REIT declared its monthly dividend for June 2026, reflecting a targeted annua
Jun 1, 2026
NEUTRAL8-K4/10
SmartStop Self Storage REIT reported Q1 2026 FFO as adjusted per share of $0.49, beating the $0.48 c
May 6, 2026
NEUTRAL8-K2/10
SmartStop Self Storage REIT declared its monthly dividend for May 2026 of $0.13589041 per share, pay
May 4, 2026
NEUTRAL8-K4/10
SmartStop Self Storage REIT disclosed same-store operating metrics for December 2025 through Februar
Mar 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 15, 2026
short_volume
Short Volume: SMA — 81.1% short (0.5M / 0.6M)
Short: 497,695 | Exempt: 131 | TRF Vol: 614,008 | Short Ratio: 81.1% | Off-exchange volume (dark pool + OTC)
Aug 26, 2026
short_volume
Short Volume: SMA — 86.6% short (0.8M / 0.9M)
Short: 780,799 | Exempt: 298 | TRF Vol: 901,900 | Short Ratio: 86.6% | Off-exchange volume (dark pool + OTC)
Aug 5, 2026
earnings_calendar
SMA Q2 2026 Earnings Scheduled — 2026-08-05
Jul 22, 2026
ftd
FTD: SMA — 18,686 shares ($0.6M) failed to deliver
Settlement: 20260722, Price: $34.36, FTD Value: $642,050.96, SMARTSTOP SELF STORAGE REIT IN
Jul 16, 2026
short_volume
Short Volume: SMA — 62.3% short (0.6M / 1.0M)
Short: 596,099 | Exempt: 978 | TRF Vol: 956,054 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.13 | $0.11–$0.15 | 26.3% | -13.2% | — | $0.1B | 2 |
| Next Q | $0.17 | $0.17–$0.17 | 13.9% | -1.4% | — | $0.1B | 2 |
| Current FY | $0.63 | $0.63–$0.63 | 287.7% | — | 1↑ 1↓ | $0.3B | 1 |
| Next FY | $0.61 | $0.54–$0.68 | -2.7% | +0.8% | 1↑ 1↓ | $0.3B | 2 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.130 | — |
| 7d ago | $0.150 | -0.020 |
| 30d ago | $0.150 | -0.020 |
| 60d ago | $0.114 | +0.017 |
| 90d ago | $0.114 | +0.017 |
Institutional ownership
Which big funds own SMA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.2B total value (36,962,322 shares) as of 2026-Q2. Top holders: BlackRock,, PRINCIPAL, VANGUARD. Net buying activity: 24 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,416,274 | $176.0M | 14.6% | ADD +48.2% |
| PRINCIPAL FINANCIAL GROUP INC | 3,205,785 | $104.2M | 8.7% | ADD +25.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,899,665 | $94.2M | 7.8% | — |
| GOLDMAN SACHS GROUP INC | 2,744,749 | $89.2M | 7.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,367,053 | $76.9M | 6.4% | — |
| STATE STREET CORP | 2,244,402 | $73.2M | 6.1% | ADD +88.7% |
| NORGES BANK | 1,630,366 | $53.0M | 4.4% | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | 1,574,206 | $51.2M | 4.3% | ADD +42.7% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1,415,860 | $46.0M | 3.8% | NEW |
| PRUDENTIAL FINANCIAL INC | 1,034,596 | $33.6M | 2.8% | TRIM -56.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,630,366 | — | $53.0M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | NEW | — | 1,415,860 | — | $46.0M |
| PRUDENTIAL FINANCIAL INC | TRIM | 2,353,036 | 1,034,596 | -56.0% | $33.6M |
| Alyeska Investment Group, L.P. | NEW | — | 956,577 | — | $31.1M |
| Nuveen, LLC | TRIM | 1,144,690 | 851,253 | -25.6% | $27.7M |
| LPL Financial LLC | ADD | 290,336 | 389,780 | +34.3% | $12.7M |
| Aberdeen Group plc | TRIM | 741,547 | 348,725 | -53.0% | $11.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 21,518 | 247,877 | +1052.0% | $8.1M |
| AMERIPRISE FINANCIAL INC | ADD | 159,713 | 228,854 | +43.3% | $7.4M |
| MORGAN STANLEY | TRIM | 343,955 | 196,846 | -42.8% | $6.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 24 transactions. Net -$131.2K — $0.00 bought, $131.2K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | Mueller David J | Director | SELL | 425 | $32.05 | $13.6K |
| Aug 17, 2026 | Mueller David J | Director | SELL | 425 | $33.70 | $14.3K |
| Aug 14, 2026 | Look Nicholas | General Counsel and Secretary | SELL | 1,025 | $34.36 | $35.2K |
| Jul 16, 2026 | Mueller David J | Director | SELL | 425 | $33.38 | $14.2K |
| Jun 23, 2026 | Morris Timothy S. | Director | AWARD | 3,075 | — | — |
| Jun 23, 2026 | Gotcheva Lora A. | Director | AWARD | 3,075 | — | — |
| Jun 23, 2026 | Mueller David J | Director | AWARD | 3,230 | — | — |
| Jun 23, 2026 | Perry Harold | Director | AWARD | 3,230 | — | — |
| Jun 16, 2026 | Mueller David J | Director | SELL | 425 | $32.44 | $13.8K |
| May 18, 2026 | Mueller David J | Director | SELL | 425 | $29.67 | $12.6K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SMA.
Shares short
5,248,340
Settlement Sep 15, 2026
Change vs prior
+15.4%
Semi-monthly cycle
Days to cover
7.2
At avg daily volume
Of shares outstanding
≈9.5%
Estimate — not % of float
All SMA filing & press-release reports (5)
- 8-K reportJun 1, 2026
- 8-K reportMay 6, 2026
- 8-K reportMay 4, 2026
- 8-K reportMar 3, 2026
- 8-K reportFeb 26, 2026