SMANYSEReal Estate Investment TrustsFiscal year ends December 31
SmartStop Self Storage REIT, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$33.62−0.54 (-1.58%)
Close on Oct 19, 2026
- Market cap
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- P/E (TTM)
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- Dividend yield
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Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
93.0%
51M of 55M shares
Institutional holders
260
38 new, 29 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
2 buys · 9 sales
Net bought $72.08K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 5,754,574 | 10.40% | 13G (passive) amendment | Sep 30, 2026 |
| T. Rowe Price Associates, Inc. | 5,270,721 | 9.50% | 13G (passive) amendment | Jun 30, 2026 |
| Principal Real Estate Investors LLC | 3,096,322 | 5.60% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 2,833,393 | 5.11% | 13G (passive) | Jun 30, 2026 |
| Vanguard Portfolio Management | 2,809,046 | 5.07% | 13G (passive) | Mar 31, 2026 |
| Israel A. Englander | 1,583,610 | 5.10% | 13G (passive) | May 22, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SMA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,416,274 | 9.78% | $176.03M | +273,964 | 0.00% |
| Price T Rowe Associates Inc /Md/ | 5,270,721 | 9.52% | $171.30K | −698,822 | 0.02% |
| Principal Financial Group Inc | 3,205,785 | 5.79% | $104.19M | +609,652 | 0.05% |
| Vanguard Portfolio Management LLC | 2,899,665 | 5.24% | $94.24M | +112,013 | 0.00% |
| Goldman Sachs Group Inc | 2,744,749 | 4.96% | $89.20M | −682,978 | 0.01% |
| Vanguard Capital Management LLC | 2,367,053 | 4.28% | $76.93M | +187,815 | 0.00% |
| State Street Corp | 2,244,402 | 4.05% | $73.23M | +81,114 | 0.00% |
| Norges Bank | 1,630,366 | 2.94% | $52.99M | New | 0.01% |
| Geode Capital Management, LLC | 1,574,206 | 2.84% | $51.17M | +138,338 | 0.00% |
| Centersquare Investment Management LLC | 1,415,860 | 2.56% | $46.02M | New | 0.39% |
| T. Rowe Price Investment Management, Inc. | 1,079,954 | 1.95% | $35.10K | +278,044 | 0.02% |
| Prudential Financial Inc | 1,034,596 | 1.87% | $33.62M | −1,318,440 | 0.04% |
| Duff & Phelps Investment Management Co | 967,028 | 1.75% | $31.43M | +135,273 | 0.30% |
| Alyeska Investment Group, L.P. | 956,577 | 1.73% | $31.09M | New | 0.08% |
| Massachusetts Financial Services Co /Ma/ | 932,759 | 1.68% | $30.31M | −48,683 | 0.01% |
| Charles Schwab Investment Management Inc | 896,899 | 1.62% | $29.15M | +50,260 | 0.00% |
| Irenic Capital Management LP | 876,608 | 1.58% | $28.49M | New | 1.37% |
| Nuveen, LLC | 851,253 | 1.54% | $27.67M | −293,437 | 0.01% |
| Silvercrest Asset Management Group LLC | 675,774 | 1.22% | $21.96M | −56,970 | 0.14% |
| Northern Trust Corp | 579,922 | 1.05% | $18.85M | +39,580 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 260 | 51M | 93.0% | 38 / 104 | 86 / 29 | 9M | 8M |
| Q1 2026 | 256 | 51M | 91.4% | 58 / 96 | 75 / 39 | 18M | 10M |
| Q4 2025 | 240 | 47M | 84.1% | 100 / 79 | 51 / 18 | 13M | 4M |
| Q3 2025 | 161 | 38M | 68.9% | 57 / 56 | 37 / 20 | 7M | 7M |
| Q2 2025 | 124 | 38M | 69.1% | 124 / 0 | 0 / 0 | 38M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SMA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 2,106,096 | 3.80% | $70.64M | 0.10% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,678,879 | 3.03% | $54.56M | 0.00% | Jun 30, 2026 |
| T. Rowe Price Real Assets Fund, Inc. | 1,677,560 | 3.03% | $54.52M | 0.53% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,428,002 | 2.58% | $46.41M | 0.06% | Jun 30, 2026 |
| Real Estate Securities Fund | 1,376,765 | 2.49% | $46.18M | 0.66% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 638,075 | 1.15% | $20.74M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 624,191 | 1.13% | $20.94M | 0.06% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 515,952 | 0.93% | $16.77M | 0.12% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 508,727 | 0.92% | $16.53M | 0.16% | Jun 30, 2026 |
| MFS New Discovery Value Fund | 496,381 | 0.90% | $15.51M | 0.62% | May 31, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 495,926 | 0.90% | $16.12M | 0.15% | Jun 30, 2026 |
| Nuveen Real Estate Securities Select Fund | 391,204 | 0.71% | $12.71M | 0.48% | Jun 30, 2026 |
| Schwab U.S. REIT ETF | 390,806 | 0.71% | $12.21M | 0.12% | May 31, 2026 |
| Vanguard Real Estate Ii Index Fund | 369,491 | 0.67% | $12.39M | 0.11% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 290,730 | 0.53% | $9.09M | 0.02% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| H. Michael Schwartz | CEO and President, Director | 441,752 | 0.80% | Mar 27, 2026 |
| Wayne Johnson | Chief Investment Officer, Director | 14,726 | 0.03% | Mar 27, 2026 |
| Nicholas Look | General Counsel and Secretary | 1,659 | 0.00% | Aug 18, 2026 |
| James R. Barry | CFO and Treasurer | 6,151 | 0.01% | Mar 27, 2026 |
| Joseph H. Robinson | Chief Operations Officer | 5,161 | 0.01% | Mar 27, 2026 |
| Michael O. Terjung | Chief Accounting Officer | 10,284 | 0.02% | Mar 27, 2026 |
| David J. Mueller | Director | 11,406 | 0.02% | Sep 17, 2026 |
| Timothy S. Morris | Director | 30,744 | 0.06% | Jun 25, 2026 |
| Harold Perry | Director | 22,314 | 0.04% | Jun 25, 2026 |
| Lora A. Gotcheva | Director | – | – | Jun 25, 2026 |
| Paula M. Mathews | Director | 28,130 | 0.05% | Jun 26, 2025 |
| Holdings Business Trust I. ESS | – | – | – | May 13, 2025 |
| Space Storage LP Extra | – | – | – | May 13, 2025 |
| Space Storage Inc. Extra | – | – | – | May 13, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David J. Mueller Director | Sep 16, 2026 | Sale(10b5-1 plan) | −425 | $32.05 | $13.62K | 4,215 |
| David J. Mueller Director | Aug 17, 2026 | Sale(10b5-1 plan) | −425 | $33.70 | $14.32K | 4,640 |
| Nicholas Look General Counsel and Secretary | Aug 14, 2026 | Sale | −1,025 | $34.36 | $35.22K | 588 |
| David J. Mueller Director | Jul 16, 2026 | Sale(10b5-1 plan) | −425 | $33.38 | $14.19K | 5,065 |
| Timothy S. Morris Director | Jun 23, 2026 | Award | +3,075 | – | – | 18,253 |
| David J. Mueller Director | Jun 16, 2026 | Sale(10b5-1 plan) | −425 | $32.44 | $13.79K | 5,490 |
| David J. Mueller Director | May 18, 2026 | Sale(10b5-1 plan) | −425 | $29.67 | $12.61K | 5,915 |
| David J. Mueller Director | Apr 16, 2026 | Sale(10b5-1 plan) | −425 | $31.78 | $13.51K | 6,340 |
| David J. Mueller Director | Mar 16, 2026 | Sale(10b5-1 plan) | −425 | $32.81 | $13.94K | 6,766 |
| H. Michael Schwartz Chief Executive Officer, Director | Nov 17, 2025 | Buy | +6,250 | $31.71 | $198.19K | 24,250 |
| Nicholas Look General Counsel and Secretary | Nov 14, 2025 | Sale | −458 | $32.85 | $15.05K | 1,613 |
| James R. Barry CFO and Treasurer | Nov 11, 2025 | Buy | +600 | $33.55 | $20.13K | 3,375 |
| Timothy S. Morris Director | Jun 24, 2025 | Award | +2,688 | – | – | 2,688 |
| H. Michael Schwartz Chief Executive Officer, Director | Apr 3, 2025 | Buy | +18,000 | $30.00 | $540.00K | 18,000 |
| Timothy S. Morris Director | Apr 2, 2025 | Award | +1,833 | – | – | 1,833 |
| Michael O. Terjung Chief Accounting Officer | Apr 2, 2025 | Buy | +6,000 | $30.00 | $180.00K | 6,000 |
| Wayne Johnson President and CIO | Apr 2, 2025 | Buy | +3,000 | $30.00 | $90.00K | 3,000 |
| Nicholas Look General Counsel and Secretary | Apr 2, 2025 | Buy | +1,000 | $30.00 | $30.00K | 1,000 |
| Harold Perry Director | Apr 2, 2025 | Buy | +3,000 | $30.00 | $90.00K | 3,000 |
| Joseph H. Robinson Chief Operations Officer | Apr 2, 2025 | Buy | +500 | $30.00 | $15.00K | 500 |
| Timothy S. Morris Director | Apr 1, 2025 | Award | +7,333 | – | – | 7,333 |
| Timothy S. Morris Director | Jun 25, 2024 | Award | +5,611 | – | – | 48,965 |
| James R. Barry CFO and Treasurer | Jun 28, 2023 | Tax withholding | −810.99 | $14.30 | $11.60K | 11,103 |
| Michael O. Terjung Chief Accounting Officer | Jun 28, 2023 | Tax withholding | −810.99 | $14.30 | $11.60K | 8,570 |
| Gerald Valle SVP, Self-Storage Operations | Jun 28, 2023 | Tax withholding | −608.22 | $14.30 | $8.70K | 6,427 |
| Nicholas Look General Counsel and Secretary | Jun 28, 2023 | Tax withholding | −405.48 | $14.30 | $5.80K | 4,285 |
| Timothy S. Morris Director | Jun 21, 2023 | Award | +5,595 | – | – | 41,590 |
| James R. Barry CFO and Treasurer | Mar 2, 2023 | Tax withholding | −1,767.86 | – | – | 11,914 |
| James R. Barry CFO and Treasurer | Mar 2, 2023 | Award | +5,112.4 | – | – | 13,682 |
| Joseph H. Robinson Chief Operations Officer | Mar 2, 2023 | Award | +6,390.6 | – | – | 9,322 |
| James R. Barry CFO and Treasurer | Jun 28, 2022 | Tax withholding | +810.96 | $14.63 | $11.86K | 11,126 |
| Timothy S. Morris Director | Jun 15, 2022 | Award | +5,355 | – | – | 35,995 |
| Harold Perry Director | Jun 15, 2022 | Award | +5,355 | – | – | 35,995 |
| David J. Mueller Director | Jun 16, 2021 | Award | +6,000 | – | – | 28,763 |
| Paula M. Mathews Director | Jun 16, 2021 | Award | +6,000 | – | – | 27,523 |
| Timothy S. Morris Director | Jun 16, 2021 | Award | +6,000 | – | – | 27,513 |
| Harold Perry Director | Jun 16, 2021 | Award | +6,000 | – | – | 27,513 |
| Paula M. Mathews Director | Jun 26, 2020 | Award | +6,134.97 | – | – | 20,953 |
| Harold Perry Director | Jun 26, 2020 | Award | +6,134.97 | – | – | 21,513 |
| David J. Mueller Director | Jun 26, 2020 | Award | +6,134.97 | – | – | 22,763 |
| Timothy S. Morris Director | Jun 26, 2020 | Award | +6,134.97 | – | – | 21,513 |
| Joseph H. Robinson Chief Operations Officer | Apr 22, 2020 | Award | +3,195.3 | – | – | 6,127 |
| James R. Barry CFO and Treasurer | Apr 22, 2020 | Award | +2,556.2 | – | – | 11,937 |
| Paula M. Mathews Director | Feb 24, 2020 | Award | +5,628.52 | – | – | 14,647 |
| Joseph H. Robinson Chief Operations Officer | Oct 1, 2019 | Award | +2,931.52 | – | – | 2,932 |
| Harold Perry Director | Sep 16, 2019 | Award | +5,628.52 | – | – | 15,379 |
| David J. Mueller Director | Sep 16, 2019 | Award | +5,628.52 | – | – | 16,629 |
| Timothy S. Morris Director | Sep 16, 2019 | Award | +5,628.52 | – | – | 15,379 |
| Michael McClure Chief Executive Officer | Jun 28, 2019 | Award | +60,975.61 | – | – | 60,976 |
| Wayne Johnson President and CIO | Jun 28, 2019 | Award | +23,452.16 | – | – | 23,452 |
| H. Michael Schwartz Executive Chairman, Director | Jun 28, 2019 | Award | +117,260.79 | – | – | 600,485 |
| H. Michael Schwartz Executive Chairman, Director | Oct 1, 2018 | Award | +483,124 | – | – | 483,224 |
| David J. Mueller Director | Jun 12, 2018 | Award | +3,500 | – | – | 11,000 |
| Timothy S. Morris Director | Jun 12, 2018 | Award | +3,500 | – | – | 9,750 |
| Harold Perry Director | Jun 12, 2018 | Award | +3,500 | – | – | 9,750 |
| Paula M. Mathews Executive VP and Secretary, Director | Oct 31, 2017 | Other | −4,320.99 | $8.10 | $35.00K | 7,823 |
| Harold Perry Director | Jun 5, 2017 | Award | +2,500 | – | – | 6,250 |
| David J. Mueller Director | Jun 5, 2017 | Award | +2,500 | – | – | 7,500 |
| Timothy S. Morris Director | Jun 5, 2017 | Award | +2,500 | – | – | 6,250 |
| Harold Perry Director | Jun 9, 2016 | Award | +1,250 | – | – | 3,750 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| David J. Mueller Director | Oct 16, 2026 | 425 | $14.44K | Oct 16, 2026 | Restricted Stock Vesting |
| David J. Mueller Director | Sep 16, 2026 | 425 | $13.62K | Sep 16, 2026 | Restricted Stock Vesting |
| David J. Mueller Director | Aug 17, 2026 | 425 | $14.32K | Aug 17, 2026 | Restricted Stock Vesting |
| David J. Mueller Director | Jul 16, 2026 | 425 | $14.19K | Jul 16, 2026 | Restricted Stock Vesting |
| David J. Mueller Director | Jun 16, 2026 | 425 | $13.79K | Jun 16, 2026 | Restricted Stock Vesting |
| David J. Mueller Director | May 18, 2026 | 425 | $12.61K | May 18, 2026 | Restricted Stock Vesting |
| David J. Mueller Director | Apr 16, 2026 | 425 | $13.51K | Apr 16, 2026 | Restricted Stock Vesting |
| David J. Mueller Director | Mar 16, 2026 | 425 | $13.94K | Mar 16, 2026 | Restricted Stock Vesting |