SMA SmartStop Self Storage REIT, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business owning and operating self storage properties in top 100 US and Canadian MSAs, focused on high growth markets and cash flow maximization
• • New acquisition of Argus Professional Storage Management, adding 221 managed properties and 400 employees, expanding third-party management platform significantly
• • Strategic expansion through Managed Platform combining wholly-owned and third-party managed properties, scaling property management to 273 properties under management
• • Registered underwritten public offering raised $875.6 million net proceeds; reverse stock split one-for-four completed March 2025 to consolidate equity structure
• • Entry into multiple Canadian private placement notes totaling CAD $700 million with fixed interest rates maturing 2028 and 2030, enhancing diversified financing sources

Risk Factors

• • Risk from CCPA/CPRA privacy regulations; new CPPA rules effective 1/1/2026 may increase compliance costs or reduce revenues
• • Geographic concentration risk: high property concentration magnifies downturn effects in specific areas, affecting rental revenues
• • Key-person risk: CEO owns 4.88% of Operating Partnership, influencing matters potentially adverse to stockholders
• • Legal exposure from Managed REITs/Other Programs sponsorship; possible investor litigation risks from affiliated entities
• • Interest rate risk: rising rates increase debt costs and reduce distribution capacity, threatening current distribution rate maintenance

Management Discussion & Analysis

• • Revenue $249.5M in 2025 vs $219.0M in 2024, up 14%, driven by 17 acquisitions (+$25.8M non same-store) and 1.6% same-store growth (+$3.3M)
• • Operating expense ratio 35% of self storage revenue in 2025 vs 32% in 2024; property operating expenses up $15.7M to $86.4M, including $3.6M IPO Grant costs
• • Best segment: Managed Platform revenues $19.2M in 2025 vs $11.4M in 2024 (+$7.8M), with $2.9M from Third Party Platform acquisition; worst segment: Managed Platform expenses rose $5.8M to $9.8M, including $2.5M Third Party Platform costs
• • Capital allocation: $875.6M net proceeds from Underwritten Public Offering used for acquisitions, $200M Series A Preferred redemption, $647.1M higher rate debt payoff; issued $700M CAD notes to reduce credit facility and interest costs; acquired Third Party Platform Oct 1, 2025
• • Outlook: Expect continued growth from full-year Third Party Platform contribution, managed platform expansion, and fluctuations in self storage revenues influenced by economic environment and supply; no material tax impact expected from recent tax law changes

What are the latest SMA SEC filings in 2026?

SmartStop Self Storage REIT, Inc. (SMA) has filed a 10-K annual report on February 27, 2026, a 10-Q quarterly report on May 8, 2026, an 8-K current report on August 5, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did SMA file its most recent 10-K annual report?

SmartStop Self Storage REIT, Inc. (SMA) filed its most recent 10-K annual report on February 27, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view SMA 10-Q quarterly reports?

SmartStop Self Storage REIT, Inc. (SMA)'s most recent 10-Q quarterly report was filed on May 8, 2026. SignalX displays every SMA 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has SMA filed recently?

SmartStop Self Storage REIT, Inc. (SMA)'s most recent 8-K was filed on August 5, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find SMA insider trading activity (Form 4)?

SignalX aggregates every SMA Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does SMA file with the SEC?

SmartStop Self Storage REIT, Inc. (SMA) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new SMA filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for SmartStop Self Storage REIT, Inc. (SMA).

What is SMA's SEC CIK number?

SmartStop Self Storage REIT, Inc. (SMA)'s SEC CIK (Central Index Key) number is 1585389. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1585389 to look up all SMA filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find SMA return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from SmartStop Self Storage REIT, Inc. (SMA) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.