SMA SmartStop Self Storage REIT, Inc.

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed Mar 3, 2026 Processed 3mo ago SEC 0001585389-26-000005
8-K context-dependent: Items 7.01
Final — all horizons settled through T+60d
SMA ▼ -2.69% at T+60d
NEUTRAL call ✗ call lost -2.69% · α vs SPY -13.01% · entry $32.21 → $31.34
Last close $31.67 (close Jun 8) · -1.67% from $32.21 entry
Entry anchored
Mar 3, 04:14 AM ET
via Databento tick
T+1d
+1.41%
call +1.41% · α +0.65%
$32.66
settled 3mo ago
T+5d
-0.45%
call -0.45% · α +0.03%
$32.06
settled 3mo ago
T+20d
-5.98%
call -5.98% · α -1.58%
$30.28
settled 2mo ago
T+60d
-2.69%
call -2.69% · α -13.01%
$31.34
settled 13d ago

Price Chart

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Executive Summary

SmartStop Self Storage REIT disclosed same-store operating metrics for December 2025 through February 2026. Physical occupancy remained stable at ~92.7%, while monthly web and move-in rates declined year-over-year, suggesting softer pricing power. In-place rates were flat to slightly up, indicating existing tenant retention at current rates.

Actionable Insight

Monitor upcoming earnings for same-store revenue growth trends; declining move-in and web rates may pressure future revenue growth despite stable occupancy.

Key Facts

  • Same-store physical occupancy was 92.1% as of Dec 31, 2025 (vs 92.3% YoY), 92.7% as of Jan 31, 2026 (vs 92.1% YoY), and 92.7% as of Feb 28, 2026 (vs 92.7% YoY)
  • Monthly web rates were $0.93 as of Dec 31, 2025 (vs $0.97 YoY), $0.91 as of Jan 31, 2026 (vs $1.05 YoY), and $0.95 as of Feb 28, 2026 (vs $1.01 YoY)
  • Monthly move-in rates were $0.89 as of Dec 31, 2025 (vs $0.94 YoY), $0.85 as of Jan 31, 2026 (vs $1.00 YoY), and $0.87 as of Feb 28, 2026 (vs $0.90 YoY)
  • Monthly in-place rates were $1.64 as of Dec 31, 2025 (vs $1.64 YoY), $1.64 as of Jan 31, 2026 (vs $1.63 YoY), and $1.65 as of Feb 28, 2026 (vs $1.64 YoY)

Financial Impact

Web rates down ~5-14% YoY, move-in rates down ~5-15% YoY, in-place rates flat to +0.6% YoY

revenueoccupancypricing power

Risk Factors

  • Declining move-in and web rates suggest weakening demand or increased promotional activity
  • Flat in-place rate growth indicates limited rent growth on renewals

Market Snapshot

Exchange
OTC

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001585389-26-000005
Document: 0001585389-26-000005-index-headers.html0001585389-26-000005
Document: 0001585389-26-000005-index.html0001585389-26-000005
Document: 0001585389-26-000005.txt0001585389-26-000005
5 reports for SMA
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for SMA — sortable, filterable
Type Now
Jun 1, 2026
8d ago
8-K
NEUTRAL ★ 2/10
$30.71 $30.28▼ −1.40%▼ −0.68%$31.67 (+3.13%)
May 6, 2026
4w ago
8-K
NEUTRAL ★ 4/10
$33.48 $32.56▼ −2.75%▼ −3.58%$31.67 (−5.41%)
May 4, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$31.00 $32.09▲ +3.52%▲ +2.13%$31.67 (+2.16%)
Mar 3, 2026
14w ago
8-K
NEUTRAL ★ 4/10
$32.21 $32.66▲ +1.41%▲ +0.65%$31.67 (−1.67%)
Feb 25, 2026
15w ago
8-K
BULLISH ★ 8/10
$32.52 $32.73▲ +0.63%▲ +1.18%$31.67 (−2.62%)
Showing 5 of 5

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