SMA · SmartStop Self Storage REIT, Inc.

Track SMA — free

$34.46 +0.33 (+0.97%) At close · Aug 19

Market Cap

$1.90B

55.37M

Up next

Next earnings call

Nov 5, 2026 Est · unconfirmed · in 11 wks

FQ3-26 quarter ends

~Sep 30, 2026 Est

Latest filing: 10-Q

filed Aug 7, 2026

AI Brief

TL;DR.

Bullish

Bearish

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Ask ALVIS about this →

Equibles Rating

blended score · not investment advice

Overall

Neutral

SellHoldBuy

Technical Buy Momentum Strong Sentiment Neutral Fundamentals Weak Quant / Vol Moderate

Market backdrop VIX 14.9 · calm Equity put/call 0.52

Technical

price trend

Buy

50 / 200-day cross No cross

Price vs 200-day avg +6%

above

Price vs 50-day avg +3%

above

RSI (14) 57

neutral

MACD trend Negative

52-week position 52%

mid-range

Momentum

relative strength

Strong

1-month return 0%

trailing

6-month return +4%

trailing

YTD return +11%

this year

Relative strength −7%

vs S&P · 6-mo

Sentiment

smart money

Neutral

Trend (MA cross) No cross

50d $33 › 200d $32 — 50d above 200d

Institutional flow Accumulating

+1% holders QoQ · +38 funds added

Insider flow Distributing

Net -$35.2K over 90 days · 100% sells

Short interest Rising

7.81% of float · ▲ +5.4% MoM · 4.7 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

259 holders — near 1-yr high, broad support

Squeeze score 64

elevated · 0–100

Fundamentals

Weak

Revenue growth +6%

Y/Y

Gross margin 214%

expanding

EPS growth −500%

Y/Y

Balance sheet $266.6M

net debt

Quant / Vol

risk profile

Moderate

Volatility 27%

annualized · 1-yr

Max drawdown −24%

past year

ATR 2.4%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Latest guidance · from the 8-K filed Aug 5, 2026

Same-store revenue growth (as translated in U.S. dollars) · Full Year 2026 Initiated 0.5% – 1.5%

Same-store net operating income growth (as translated in U.S. do · Full Year 2026 Initiated 0.65% – 1.65%

Same-store revenue growth (constant currency) · Full Year 2026 Initiated 0.5% – 1.5%

Same-store net operating income growth (constant currency) · Full Year 2026 Initiated 0.65% – 1.65%

Prior guidance period ended · from the 8-K filed Nov 5, 2025

FFO, as adjusted per share & OP unit outstanding - diluted · Ranges for 2025 Annual Assumptions $1.87 – $1.91

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy

1 · 3 · 2

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+6% Bullish

Price vs 50-day avg

+3% Bullish

RSI (14)

57 Neutral

MACD trend

Negative Bearish

52-week position

52% Neutral

Market signals — smart money & positioning

Mixed

Trend (MA cross) No cross

50d $33 › 200d $32 — 50d above 200d

Institutional flow Accumulating

+1% holders QoQ · +38 funds added

Insider flow Distributing

Net -$35.2K over 90 days · 100% sells

Short interest Rising

7.81% of float · ▲ +5.4% MoM · 4.7 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

259 holders — near 1-yr high, broad support

Price context

position in its 52-week range

Range low $30 Now $34 · 52% Range high $39

vs 200-day avg +6% vs 50-day avg +3%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings

Metric	Latest	Period	YoY
Annualized rent per occupied square foot (same-store)	$20.33	Three months ended June 30, 2026 filing	—
Annualized rent per occupied square foot (total)	$20.43	Three months ended June 30, 2026 filing	—
Average physical occupancy (same-store)	92.5%	Three months ended June 30, 2026 filing	—
Average physical occupancy (total)	91.8%	Three months ended June 30, 2026 filing	—
Net operating income (same-store) non-GAAP	$37.13M	Three months ended June 30, 2026 filing	—
Net operating income (total) non-GAAP	$42.26M	Three months ended June 30, 2026 filing	—
Annualized rent per occupied square foot	$20.34	Six Months Ended June 30	—
Assets under management for the Managed REITs	1B	quarter ended June 30, 2026	—
Average physical occupancy	91.6%	Six Months Ended June 30	—
FFO (attributable to common stockholders and OP unit holders) non-GAAP	60.85M	Six Months Ended June 30	—
FFO, as adjusted (attributable to common stockholders and OP unit holders) non-GAAP	$58.1M	six months ended June 30, 2026	—

FFO, as adjusted per share & OP unit outstanding – diluted non-GAAP	$0.98	Six Months Ended June 30	—

Net operating income non-GAAP	42.26M	Three Months Ended June 30	—
Net operating income (Non Same-Store Facilities) non-GAAP	9.67M	Six Months Ended June 30, 2026	—
Net operating income (Same-Store Facilities) non-GAAP	72.88M	Six Months Ended June 30, 2026	—
Number of facilities	180	Six Months Ended June 30	—
Number of facilities (Non Same-Store)	25	Six Months Ended June 30, 2026	—
Number of facilities (Same-Store)	155	Six Months Ended June 30, 2026	—
Number of facilities (Total)	180	Six Months Ended June 30, 2026	—
Rentable square feet (Non Same-Store)	1,987,850	Six Months Ended June 30, 2026	—
Rentable square feet (Same-Store)	12,116,650	Six Months Ended June 30, 2026	—
Rentable square feet (Total)	14,104,500	Six Months Ended June 30, 2026	—
Same-store annualized rent per occupied square foot	$20.22	six months ended June 30, 2026	—

Same-store average physical occupancy	92.5%	six months ended June 30, 2026	—

Same-store constant currency net operating income non-GAAP	72.72M	Six Months Ended June 30, 2026	—
Same-store net operating income	2.9%	six months ended June 30, 2026	—

Same-store property operating expenses	1.4%	six months ended June 30, 2026	—
Same-store revenues	1.4%	six months ended June 30, 2026	—

Third-party managed stores	220	quarter ended June 30, 2026	—
Total net operating income non-GAAP	82.55M	Six Months Ended June 30, 2026	—
Managed REITs operating properties	53	as of quarter ended March 31, 2026	—
Managed REITs rentable square feet	4.6M	as of quarter ended March 31, 2026	—
Managed REITs units	42,350	as of quarter ended March 31, 2026	—
Same-store property operating expenses growth	0.6%	three months ended March 31, 2026	—
Same-store revenue growth	1.5%	three months ended March 31, 2026	—

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

REIT - Industrial — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
SMA SmartStop Self Storage REIT, Inc. this stock	$1.90B	+11.4%	+5.7%	—	7.8%
PLD Prologis, Inc.	$131.04B	+10.7%	+7.2%	35.4	1.9%
PSA Public Storage	$57.21B	+25.3%	+2.7%	31.1	3.2%
EXR Extra Space Storage Inc.	$31.34B	+13.6%	+3.7%	32.8	2.2%
EGP Eastgroup Properties Inc	$10.85B	+13.6%	+12.7%	35.4	4.4%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Accumulating

Holders

259

% held: 92.7%
Net QoQ: +682.8K sh
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

202

View

Short & Settlement

Short Interest Rising

Shares short

4.3M

Days to cover: 4.7d
Change: +222.2K sh

View

Short Volume

Short vol %

63%

As of: Aug 19, 2026

Short Total

View

Fails to Deliver

FTD shares

10.2K

Value: $348.9K
As of: Jul 23, 2026

View

Off-Exchange

Off-exchange %

52.0%

Week of: Jul 13, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net selling

Net (90d)

-$35.2K

Buyers / Sellers: 0 / 1

Buyers Sellers

View

Congressional Trades Sell

Member

Kevin Hern

Amount: $500.0K–$1.0M
Traded: Mar 18, 2026

View

Financials

Revenue (FY)

$281.1M

Net income (FY): $-8.8M
EPS diluted: $-0.78

View

Filings

SEC Filings

Latest

8-K

Filed: Aug 18, 2026
This year: 26

View

Proposed Sales

Value

$14.3K

Shares: 425
Filed: Aug 17, 2026

View

Earnings & Events

Earnings Calls

Last call

Aug 6, 2026

View

Investor Relations

Performance

	5D	20D	120D	MTD	YTD
SMA	+2.2%	+0.5%	+4.4%	+2.7%	+11.4%
SPY	-0.4%	+2.9%	+11.6%	+3.0%	+12.8%
vs SPY	+2.7%	-2.4%	-7.2%	-0.2%	-1.4%

Capital returns

Latest dividend

$0.136 / share · ex Jul 31, 2026

Declared · upcoming

$0.1359 / share · ex Aug 31, 2026

Raised 3%

Paid (TTM)

$1.603 / share · 12 payouts

Dividend yield (TTM, derived)

4.65%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1585389 CUSIP 83192D402 13F (30d) 244 filings 242 filers Visit website Investor relations

SMA · SmartStop Self Storage REIT, Inc.

Price & Indicators

Up next

AI Brief

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns