SMA · SmartStop Self Storage REIT, Inc.

Track SMA — free

$34.15 -0.08 (-0.23%) At close · Aug 14

Market Cap

$1.87B

55.37M

Up next

Next earnings call

Nov 5, 2026 Est · unconfirmed · in 12 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

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Equibles Rating

blended score · not investment advice

Overall

Neutral

SellHoldBuy

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

Market backdrop VIX 14.3 · calm Equity put/call 0.52

Technical

price trend

Buy

50 / 200-day cross No cross

Price vs 200-day avg +5%

above

Price vs 50-day avg +3%

above

RSI (14) 53

neutral

MACD trend Negative

52-week position 48%

mid-range

Momentum

relative strength

Weak

1-month return 0%

trailing

6-month return −2%

trailing

YTD return +10%

this year

Relative strength −16%

vs S&P · 6-mo

Sentiment

smart money

Neutral

Trend (MA cross) No cross

50d $33 › 200d $32 — 50d above 200d

Institutional flow Distributing

-0% holders QoQ · +38 funds added

Insider flow Flat

No net insider activity over 90 days

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

256 holders — near 1-yr high, broad support

Squeeze score 62

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 2.5%

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

2026 Same-store pool: 155 Properties

Same-store Revenue (as translated in U.S. dollars) 0.5% – 1.5%

Same-store Operating expense (as translated in U.S. dollars) 0.25% – 1.25%

Same-store Net operating income (as translated in U.S. dollars) 0.65% – 1.65%

Same-store Revenue (constant currency) 0.5% – 1.5%

Same-store Operating expense (constant currency) 0.25% – 1.25%

Same-store Net operating income (constant currency) 0.65% – 1.65%

FFO, as Adjusted

FFO, as adjusted per share & OP unit outstanding - diluted Non-GAAP $1.98 – $2.04

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

+5% Bullish

Price vs 50-day avg

+3% Bullish

RSI (14)

53 Neutral

MACD trend

Negative Bearish

52-week position

48% Neutral

Market signals — smart money & positioning

Bearish · 2 of 6

Trend (MA cross) No cross

50d $33 › 200d $32 — 50d above 200d

Institutional flow Distributing

-0% holders QoQ · +38 funds added

Insider flow Flat

No net insider activity over 90 days

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

256 holders — near 1-yr high, broad support

Price context

position in its 52-week range

Range low $30 Now $34 · 48% Range high $39

vs 200-day avg +5% 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 (total)	$20.43	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	—
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 and OP unit outstanding – diluted non-GAAP	$0.98	Six Months Ended June 30, 2026	—

Managed REITs operating properties	52	Three Months Ended June 30, 2026	—
Managed REITs rentable square feet	4.6M	Three Months Ended June 30, 2026	—
Managed REITs units	43,000	Three 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 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	Three Months Ended June 30, 2026	—
Assets under management for the Managed REITs	$1.06B	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	$1.87B	+10.4%	+5.7%	—	7.8%
PLD Prologis, Inc.	$131.49B	+10.5%	+7.2%	35.5	1.9%
PSA Public Storage	$57.24B	+25.6%	+2.7%	31.1	3.2%
EXR Extra Space Storage Inc.	$31.25B	+13.6%	+3.7%	32.7	2.2%
EGP Eastgroup Properties Inc	$10.92B	+14.0%	+12.7%	35.6	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

256

% held: 92.4%
Net QoQ: +488.3K 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 %

55%

As of: Aug 14, 2026

Short Total

View

Fails to Deliver

FTD shares

Value: $2.5K
As of: Jul 10, 2026

View

Off-Exchange

Off-exchange %

41.0%

Week of: Jul 6, 2026

Off-exch Lit

View

Smart Money

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 13, 2026
This year: 25

View

Proposed Sales

Value

$14.2K

Shares: 425
Filed: Jul 16, 2026

View

Earnings & Events

Earnings Calls

Last call

Aug 6, 2026

View

Investor Relations

Performance

	5D	20D	120D	MTD	YTD
SMA	-0.5%	-0.4%	-2.2%	+1.8%	+10.4%
SPY	+0.4%	+4.5%	+13.8%	+3.9%	+13.9%
vs SPY	-0.9%	-4.9%	-16.0%	-2.1%	-3.5%

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)

4.69%

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) 249 filings 246 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