SmartStop Self Storage REIT, Inc.

NYSE:SMA Stock Report

Market Cap: US$1.4b

SmartStop Self Storage REIT Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:SMA Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
03 Apr 25BuyUS$540,000H. SchwartzIndividual18,000US$30.00
02 Apr 25BuyUS$30,000Nicholas LookIndividual1,000US$30.00
02 Apr 25BuyUS$180,000Michael TerjungIndividual6,000US$30.00
02 Apr 25BuyUS$90,000Wayne JohnsonIndividual3,000US$30.00
02 Apr 25BuyUS$15,000Joseph RobinsonIndividual500US$30.00
02 Apr 25BuyUS$90,000Harold PerryIndividual3,000US$30.00

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SMA?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders422,8240.763%
General Public10,914,42619.7%
Institutions44,103,29579.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 61.8% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.31%
T. Rowe Price Group, Inc.
5,162,854US$128.6m0%0.02%
8.46%
Extra Space Storage LP
4,690,432US$116.8m0%no data
7.42%
BlackRock, Inc.
4,113,836US$102.4m0%no data
6.25%
PGIM, Inc.
3,467,716US$86.4m13.5%0.13%
3.7%
RREEF America L.L.C.
2,050,555US$51.1m0%0.41%
2.82%
The Vanguard Group, Inc.
1,565,868US$39.0m0%no data
2.08%
Citadel Advisors LLC
1,150,420US$28.6m0%0.03%
1.8%
Conversant Capital LLC
996,356US$24.8m0%5.46%
1.74%
Massachusetts Financial Services Company
963,275US$24.0m0%0.01%
1.74%
Wellington Management Group LLP
962,752US$24.0m0%0.01%
1.73%
Duff & Phelps Investment Management Co.
956,447US$23.8m0%0.35%
1.71%
GoldenTree Asset Management LP
949,301US$23.6m0%2.58%
1.56%
Russell Investment Management, LLC
862,291US$21.5m0%0.03%
1.51%
Zimmer Partners, LP
838,609US$20.9m0%0.67%
1.21%
American Century Investment Management Inc
672,079US$16.7m0%0.01%
1.2%
Geode Capital Management, LLC
667,760US$16.6m0%no data
0.96%
DWS Investment Management Americas, Inc.
532,906US$13.3m0%0.09%
0.91%
Hudson Bay Capital Management LP
502,406US$12.5m0%0.13%
0.9%
Schonfeld Strategic Advisors LLC
500,915US$12.5m0%0.12%
0.84%
Aberdeen Group Plc
463,024US$11.5m0%0.01%
0.83%
CBRE Investment Management Listed Real Assets LLC
459,086US$11.4m0%0.2%
0.82%
UBS Asset Management AG
452,920US$11.3m0%no data
0.81%
State Street Global Advisors, Inc.
447,053US$11.1m0%no data
0.8%
Charles Schwab Investment Management, Inc.
442,507US$11.0m0%no data
0.71%
Alyeska Investment Group, L.P.
391,159US$9.7m0%0.05%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/05 14:17
End of Day Share Price 2025/10/03 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

SmartStop Self Storage REIT, Inc. is covered by 12 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Juan SanabriaBMO Capital Markets Equity Research
Viacheslav ObodnikovFreedom Broker
Michael MuellerJ.P. Morgan