SMA
SmartStop Self Storage REIT, Inc.
$32.24
-0.52%
$1.8B
No data for this timeframe.
Vol
Market Cap$1.8B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders50 funds
Inst. Value$857.6M
Inst. Activity22 buys / 7 sells
Insider Activity0B / 3S
Insider Net $-$40.1K
SEC Reports5
Recent Activity
Jun 10, 2026
short_volume
Short Volume: SMA — 77.6% short (0.4M / 0.6M)
Short: 436,702 | Exempt: 0 | TRF Vol: 562,803 | Short Ratio: 77.6% | Off-exchange volume (dark pool
Jun 1, 2026
SEC
SmartStop Self Storage REIT declared its monthly dividend for June 2026, reflecting a targeted annualized rate of $1.60
8-K — Impact 2/10
May 18, 2026
Insider
Mueller David J sold 425 shares
Director @ $29.67 ($12.6K)
May 6, 2026
SEC
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
May 4, 2026
SEC
SmartStop Self Storage REIT declared its monthly dividend for May 2026 of $0.13589041 per share, payable June 15, 2026 t
8-K — Impact 2/10
Apr 16, 2026
Insider
Mueller David J sold 425 shares
Director @ $31.78 ($13.5K)
Mar 25, 2026
Insider
Schwartz H. Michael was granted 64,775 shares
CEO and President
Inst.
BlackRock, Inc. — ADD
5,142,310 shares ($155.7M)
Price Targets
$36.20
+12.3% upside
Buy
Current $32.24
Low $32.00
Median $36.00
High $40.00
10 analysts
$32.00
$40.00
Analyst Ratings
3Strong Buy
8Buy
2Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 16, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| Mar 23, 2026 | JP Morgan | MAINTAIN | Underweight → Underweight |
| Mar 12, 2026 | Freedom Broker | MAINTAIN | Buy → Buy |
| Mar 11, 2026 | Baird | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.10 ▼ -9.3% | $0.10 — $0.10 | 3688% YoY | 2 |
| Next Q | $0.11 ▼ -25.5% | $0.11 — $0.12 | 10% YoY | 2 |
| Current FY | $0.51 ▲ +2.3% | $0.51 — $0.51 | 215% YoY | 1 |
| Next FY | $0.54 ▼ -0.9% | $0.53 — $0.55 | 6% YoY | 2 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $155.7M | ADD |
| GOLDMAN SACHS GROUP INC | $103.8M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $84.4M | — |
| PRUDENTIAL FINANCIAL INC | $71.2M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $66.0M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 18, 2026 | Mueller David | SELL | $12.6K |
| Apr 16, 2026 | Mueller David | SELL | $13.5K |
| Mar 25, 2026 | Schwartz H. | A | $0.00 |
| Mar 25, 2026 | Terjung Michael | A | $0.00 |
| Mar 25, 2026 | Look Nicholas | A | $0.00 |
50 institutional holders with $857.6M total value (28,319,855 shares) as of 2026-Q1. Top holders: BlackRock,, GOLDMAN, VANGUARD. Net buying activity: 22 institutions added/increased vs 7 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5,142,310 | $155.7M | 18.2% | ADD +48.2% |
| 2 | GOLDMAN SACHS GROUP INC | 3,427,727 | $103.8M | 12.1% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,787,652 | $84.4M | 9.8% | — |
| 4 | PRUDENTIAL FINANCIAL INC | 2,353,036 | $71.2M | 8.3% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2,179,238 | $66.0M | 7.7% | — |
| 6 | STATE STREET CORP | 2,163,288 | $65.8M | 7.7% | ADD +88.7% |
| 7 | Nuveen, LLC | 1,144,690 | $34.7M | 4.0% | DOUBLED +110.8% |
| 8 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 981,442 | $29.7M | 3.5% | — |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 846,639 | $25.6M | 3.0% | ADD +72.9% |
| 10 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 831,755 | $25.2M | 2.9% | — |
| 11 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 732,744 | $22.2M | 2.6% | — |
| 12 | BNP Paribas Asset Management Holding S.A. | 414,374 | $12.5M | 1.5% | — |
| 13 | VANGUARD FIDUCIARY TRUST CO | 352,609 | $10.7M | 1.2% | — |
| 14 | SCHRODER INVESTMENT MANAGEMENT GROUP | 356,174 | $10.6M | 1.2% | — |
| 15 | MORGAN STANLEY | 343,955 | $10.4M | 1.2% | DOUBLED +154.7% |
| 16 | Hudson Bay Capital Management LP | 252,236 | $7.6M | 0.9% | — |
| 17 | JANUS HENDERSON GROUP PLC | 246,012 | $7.4M | 0.9% | TRIM -40.3% |
| 18 | PICTON MAHONEY ASSET MANAGEMENT | 243,972 | $7.4M | 0.9% | ADD +30.2% |
| 19 | BANK OF AMERICA CORP /DE/ | 222,586 | $6.7M | 0.8% | ADD +53.4% |
| 20 | Clearbridge Investments, LLC | 211,594 | $6.4M | 0.7% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 3,470,222 | 5,142,310 | +48.2% | $155.7M | 2026-Q1 |
| STATE STREET CORP | ADD | 1,146,404 | 2,163,288 | +88.7% | $65.8M | 2026-Q1 |
| Nuveen, LLC | DOUBLED | 543,119 | 1,144,690 | +110.8% | $34.7M | 2026-Q1 |
| MORGAN STANLEY | DOUBLED | 135,040 | 343,955 | +154.7% | $10.4M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | TRIM | 412,118 | 246,012 | -40.3% | $7.4M | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT | ADD | 187,349 | 243,972 | +30.2% | $7.4M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 145,107 | 222,586 | +53.4% | $6.7M | 2026-Q1 |
| Daiwa Securities Group Inc. | TRIM | 288,469 | 199,748 | -30.8% | $6.0M | 2026-Q1 |
| Legal & General Group Plc | DOUBLED | 29,907 | 195,304 | +553.0% | $5.9M | 2026-Q1 |
| 1832 Asset Management L.P. | ADD | 105,060 | 187,700 | +78.7% | $5.7M | 2026-Q1 |
| BROOKFIELD Corp /ON/ | TRIM | 318,738 | 134,578 | -57.8% | $4.1M | 2026-Q1 |
| Russell Investments Group, Ltd. | NEAR_EXIT | 836,263 | 101,098 | -87.9% | $3.1M | 2026-Q1 |
| Invesco Ltd. | DOUBLED | 22,940 | 75,782 | +230.3% | $2.3M | 2026-Q1 |
| RHUMBLINE ADVISERS | ADD | 37,981 | 70,967 | +86.8% | $2.1M | 2026-Q1 |
| DEUTSCHE BANK AG\ | NEAR_EXIT | 1,820,463 | 56,905 | -96.9% | $1.7M | 2026-Q1 |
| STIFEL FINANCIAL CORP | DOUBLED | 21,254 | 55,829 | +162.7% | $1.7M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | 18,967 | 34,317 | +80.9% | $1.0M | 2026-Q1 |
| MetLife Investment Management, LLC | ADD | 19,944 | 32,062 | +60.8% | $970.8K | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 14,525 | 26,090 | +79.6% | $790.0K | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 18,269 | 23,099 | +26.4% | $699.4K | 2026-Q1 |
| Arizona State Retirement System | ADD | 8,597 | 15,202 | +76.8% | $460.3K | 2026-Q1 |
| M&T BANK CORP | ADD | 5,058 | 9,155 | +81.0% | $277.2K | 2026-Q1 |
| FMR LLC | DOUBLED | 1,510 | 4,314 | +185.7% | $130.6K | 2026-Q1 |
| ASSETMARK, INC | ADD | 1,014 | 1,704 | +68.0% | $51.6K | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. | ADD | 908 | 1,140 | +25.6% | $34.5K | 2026-Q1 |
7 unique insiders with 9 transactions. Net insider value: -$40.1K ($0.00 bought, $40.1K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 18, 2026 | Mueller David J | Director | SELL | 425 | $29.67 | $12.6K |
| Apr 16, 2026 | Mueller David J | Director | SELL | 425 | $31.78 | $13.5K |
| Mar 25, 2026 | Schwartz H. Michael | CEO and President | AWARD | 64,775 | — | — |
| Mar 25, 2026 | Terjung Michael O | Chief Accounting Officer | AWARD | 4,262 | — | — |
| Mar 25, 2026 | Look Nicholas | General Counsel and Secretary | AWARD | 4,006 | — | — |
| Mar 25, 2026 | Johnson Wayne | Chief Investment Officer | AWARD | 5,967 | — | — |
| Mar 25, 2026 | Barry James R. | CFO and Treasurer | AWARD | 7,501 | — | — |
| Mar 25, 2026 | Robinson Joseph H | Chief Operations Officer | AWARD | 7,245 | — | — |
| Mar 16, 2026 | Mueller David J | Director | SELL | 425 | $32.81 | $13.9K |
5 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 4.0/10.
NEUTRAL
8-K
2/10
SmartStop Self Storage REIT declared its monthly dividend for June 2026, reflecting a targeted annua
Jun 1, 2026
NEUTRAL
8-K
4/10
SmartStop Self Storage REIT reported Q1 2026 FFO as adjusted per share of $0.49, beating the $0.48 c
May 6, 2026
NEUTRAL
8-K
2/10
SmartStop Self Storage REIT declared its monthly dividend for May 2026 of $0.13589041 per share, pay
May 4, 2026
NEUTRAL
8-K
4/10
SmartStop Self Storage REIT disclosed same-store operating metrics for December 2025 through Februar
Mar 3, 2026
BULLISH
8-K
8/10
SmartStop Self Storage REIT reported strong 2025 results with sector-leading 1.6% same-store revenue
Feb 26, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (79% buy). Based on 14 analysts: 3 strong buy, 8 buy, 2 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$36.20 mean target
+12.3% upside
Buy (1.70)
$32.00 Low
$40.00 High
| Metric | Value |
|---|---|
| Current Price | $32.24 |
| Target Low | $32.00 |
| Target Mean | $36.20 |
| Target Median | $36.00 |
| Target High | $40.00 |
| # Analysts | 10 |
| Recommendation | Buy (1.70) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.10 | $0.10 | $0.10 | 3688.2% | -9.3% | — | $0.1B | 13.7% | 2 |
| Next Q 2026-09-30 |
$0.11 | $0.11 | $0.12 | 10.2% | -25.5% | — | $0.1B | 2.3% | 2 |
| Current FY 2026-12-31 |
$0.51 | $0.51 | $0.51 | 215.2% | +2.3% | 1↑ 1↓ | $0.3B | 5.2% | 1 |
| Next FY 2027-12-31 |
$0.54 | $0.53 | $0.55 | 6.0% | -0.9% | 1↑ 1↓ | $0.3B | 5.4% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.098 | |
| 7d ago | $0.104 | -0.006 |
| 30d ago | $0.108 | -0.010 |
| 60d ago | $0.108 | -0.010 |
| 90d ago | $0.000 | +0.098 |
7 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 16, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 23, 2026 | JP Morgan | MAINTAIN | Underweight | Underweight |
| Mar 12, 2026 | Freedom Broker | MAINTAIN | Buy | Buy |
| Mar 11, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| Feb 26, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Feb 5, 2026 | Wells Fargo | DOWNGRADE | Overweight | Equal-Weight |
| Jan 29, 2026 | Scotiabank | MAINTAIN | Sector Outperform | Sector Outperform |
| Jan 20, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Dec 18, 2025 | JP Morgan | DOWNGRADE | Neutral | Underweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 10, 2026
short_volume
Short Volume: SMA — 77.6% short (0.4M / 0.6M)
Short: 436,702 | Exempt: 0 | TRF Vol: 562,803 | Short Ratio: 77.6% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
SMA Q1 2026 Earnings Scheduled — 2026-05-06
Mar 26, 2026
short_interest
FTD: SMA — 28,600 shares ($0.9M) failed to deliver
Settlement: 20260326, Price: $30.58, FTD Value: $874,588, SMARTSTOP SELF STORAGE REIT IN
Mar 25, 2026
short_interest
FTD: SMA — 39,307 shares ($1.2M) failed to deliver
Settlement: 20260325, Price: $30.70, FTD Value: $1,206,724.9, SMARTSTOP SELF STORAGE REIT IN
Mar 24, 2026
short_interest
FTD: SMA — 33,735 shares ($1.1M) failed to deliver
Settlement: 20260324, Price: $31.24, FTD Value: $1,053,881.4, SMARTSTOP SELF STORAGE REIT IN
Mar 23, 2026
short_interest
FTD: SMA — 1,059,283 shares ($32.1M) failed to deliver
Settlement: 20260323, Price: $30.31, FTD Value: $32,106,867.73, SMARTSTOP SELF STORAGE REIT IN