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SMA · Smartstop Self Storage Reit, Inc.
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SMA SmartStop Self Storage REIT (SMA) Insider Trading, Ownership & Congress Trades

Real Estate · Real estate investment trusts · CIK 0001585389
Quote by TradingView
Form 144 · 3
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
143
13F, latest reported quarter

What the filings say about SMA

Insiders, 180 days
-$118.2K net sold
2 sellers · 29% of sales under a 10b5-1 plan
Congress, 1 year
0 bought · 1 sold
Latest: sale, 2026-03-18
Planned sales (Form 144), 90 days
$42.4K
3 notices

SmartStop Self Storage REIT insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, SmartStop Self Storage REIT, Inc. insiders sold a net $118.2K of stock across 18 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Mueller David J
Director
SELL
2026-10-19 SECtraded 2026-10-16
425
$14.4K
+1.7%
Context
  • 7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on Sep 16, 2026.
  • The trade is 11.2% of the 3,790 shares held after it.
  • No other insider sold within 30 days.
  • 143 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Mueller David J sold about $14.4K of SMA under a 10b5-1 plan on Oct 16, 2026; 143 funds added in the latest 13F quarter.
Mueller David J
Director
SELL
2026-09-17 SECtraded 2026-09-16
425
$13.6K
+8.5%
Context
  • 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Aug 17, 2026.
  • The trade is 10.1% of the 4,215 shares held after it.
  • No other insider sold within 30 days.
  • 143 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Mueller David J sold about $13.6K of SMA under a 10b5-1 plan on Sep 16, 2026; 143 funds added in the latest 13F quarter.
Mueller David J
Director
SELL
2026-08-18 SECtraded 2026-08-17
425
$14.3K
+2.5%
Context
  • 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Jul 16, 2026.
  • The trade is 9.2% of the 4,640 shares held after it.
  • 1 other insider sold within 30 days.
  • 143 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Mueller David J sold about $14.3K of SMA on Aug 17, 2026; 1 other insider sold within 30 days and 143 funds added in the latest 13F quarter.
Look Nicholas
General Counsel and Secretary
SELL
2026-08-18 SECtraded 2026-08-14
1,025
$35.2K
+2.5%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (1 buy, 1 sale), the last on Nov 14, 2025.
  • The trade is 174.3% of the 588 shares held after it.
  • 1 other insider sold within 30 days.
  • 143 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: General Counsel and Secretary Look Nicholas sold about $35.2K of SMA on Aug 14, 2026, the largest insider sale at the company on our record; 1 other insider sold within 30 days and 143 funds added in the latest 13F quarter.
Mueller David J
Director
SELL
2026-07-16 SEC
425
$14.2K
+3.0%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Jun 16, 2026.
  • The trade is 8.4% of the 5,065 shares held after it.
  • 1 other insider sold within 30 days.
  • 143 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Mueller David J sold about $14.2K of SMA on Jul 16, 2026; 1 other insider sold within 30 days and 143 funds added in the latest 13F quarter.
18 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 13 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$118.2K over 180 days
-$77.6K over 90 days
below 54% of Real Estate
Congress
no House purchase disclosed in the last 12 months
Funds
143 funds bought in last quarter
more than 56% of Real Estate
Revenue
+18.6% year over year
more than 80% of Real Estate
Margin
-3.1% net margin
below 69% of Real Estate
Buybacks
no share repurchases reported
Short interest
11.1% of the float short (float per yahoo 2026-10-26) · 7.3 days to cover · settled 2026-09-30
more than 89% of Real Estate
What changed in the last 30 days
Oct 19Director Mueller David J sold $14.4K under a 10b5-1 plan (Oct 16)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 16Director Mueller David J filed to sell $14.4K by Oct 16 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.

Watch SMA

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-3.4%12M
-20%-13%-7%+0%2025-102025-122026-022026-042026-062026-082026-10 2025-11-17 · Schwartz H. Michael bought $198.2K2026-08-14 · Look Nicholas sold $35.2K2025-11-11 · Barry James R. bought $20.1K2025-11-14 · Look Nicholas sold $15.0K2026-10-16 · Mueller David J sold $14.4K2026-08-17 · Mueller David J sold $14.3K2026-07-16 · Mueller David J sold $14.2K2026-03-16 · Mueller David J sold $13.9K2026-06-16 · Mueller David J sold $13.8K2026-09-16 · Mueller David J sold $13.6K2026-04-16 · Mueller David J sold $13.5K2026-05-18 · Mueller David J sold $12.6K2026-10-16 · Mueller David J filed to sell $14.4K2026-09-16 · Mueller David J filed to sell $13.6K2026-08-17 · Mueller David J filed to sell $14.3K2026-07-16 · Mueller David J filed to sell $14.2K
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns SMA: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
5,416,274 sh
$176.0M
PRINCIPAL FINANCIAL GROUP INC
3,205,785 sh
$104.2M
VANGUARD PORTFOLIO MANAGEMENT LLC
2,899,665 sh
$94.2M
GOLDMAN SACHS GROUP INC
2,744,749 sh
$89.2M
VANGUARD CAPITAL MANAGEMENT LLC
2,367,053 sh
$76.9M

Congress trades in SMA

STOCK Act disclosures, US House only, filed up to 45 days after the trade
Kevin Hern
Sold 2026-03-18 · disclosed 16 days later
$500,001 - $1,000,000
All stocks members of Congress are buying · Every member's trades

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

SMA planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Mueller David J
Filed 2026-10-16
$14.4K
Mueller David J
Filed 2026-09-16
$13.6K
Mueller David J
Filed 2026-08-17
$14.3K
Mueller David J
Filed 2026-07-16
$14.2K

SMA mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
SRH REIT Covered Call ETF
$2.2M position · as of 2026-07-31
4.0%
AlphaCentric Real Income Fund
$812.5K position · as of 2026-06-30
1.9%
T. Rowe Price Global Real Estate Fund, Inc.
$1.1M position · as of 2026-06-30
1.7%
Cohen & Steers Real Estate Active ETF
$7.5M position · as of 2026-06-30
1.7%
Nuveen Short-Term REIT ETF
$530.9K position · as of 2026-06-30
1.5%
abrdn U.S. Small Cap Equity Fund
$5.4M position · as of 2026-07-31
1.4%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $118.2K sold by insiders over 180 days, 143 funds added last quarter, $42.4K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
EQIXBRTACRFPHIRMNYCSPGOPENMDVMDRRAATAXR

SMA financials

Revenue growth
+18.6%
XBRL, annual
Net margin
-3.1%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$306.5M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+11.7%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$110.3M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
0.97x
long-term debt only, 2026-06-30; equity 2026-06-30
Cash flow to debt
0.10x
TTM operating cash flow over long-term debt only, 2026-06-30
Return on equity
+3.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+1.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
tax provision or pre-tax income not filed for the four quarters
Return on capital employed
n/a
assets or current liabilities not filed
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
$3.0B
market value at close 2026-10-26 on 2026-08-05 shares, plus long-term debt only, 2026-06-30, minus cash 2026-06-30
FCF yield
+5.7%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$281.1M$237.0M$233.0M$212.6M
Gross profit$172.5M$155.7M$158.5M$147.1M
Operating income$59.1M$69.2M$70.6M$65.9M
Net income-$1.7M-$5.9M$11.6M$21.7M
EPS (diluted)n/a-0.78-0.130.26
Operating cash flow$85.0M$64.0M$73.2M$87.9M
Cash$54.2M$23.1M$45.1M$39.5M
Dividends paid$74.8M$37.4M$40.6M$49.4M
SEC XBRL, fiscal years, as known on 2026-10-28

SMA Stock Sonar score 6/7 axes

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SMA ranks highest on growth (80th percentile) and profitability (51st), and lowest on risk and compliance (17th), among Real Estate peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
51
Inputs
  • Return on equity+3.0% · 48 pct, sector of 230
  • Return on assets+1.5% · 55 pct, sector of 255
  • Return on invested capitaltax provision or pre-tax income not filed for the four quarters
  • Return on capital employedassets or current liabilities not filed
Financial health
48
Inputs
  • Debt to equity0.97x · 51 pct, sector of 210
  • Cash flow to debt0.10x · 45 pct, sector of 215
Growth
80
Inputs
  • Revenue growth, YoY+18.6% · 80 pct, sector of 244
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
23
Inputs
  • Net Form 4 buying (codes P and S), 180d-$90K · 46 pct, sector of 156
  • Insider buyers, 180d0 · 0 pct, sector of 158
Institutional and government
34
Inputs
  • Funds adding, latest quarter143 · 56 pct, sector of 171
  • Congress net buyers, 365d-1 · 11 pct, sector of 36
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
17
Inputs
  • Short interest, % of float+11.1% · 13 pct, sector of 256
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+16.1% · 21 pct, sector of 212
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

SMA filings, in plain words

Are SmartStop Self Storage REIT insiders buying or selling SMA?

In the 180 days to 2026-10-28, SmartStop Self Storage REIT insiders were net sellers, a net $118.2K across purchases and sales reported on Form 4, by 2 sellers.

Have members of Congress traded SMA?

Yes. In the year to 2026-10-28, 0 House members disclosed buying SMA and 1 House member disclosed selling it; the latest on record is a sale by Kevin Hern dated 2026-03-18.

Are there planned insider sales of SMA?

Yes. 3 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $42.4K of stock; the latest, by Mueller David J, was filed 2026-10-16.

Read the full summary

In the 180 days to 2026-10-28, SmartStop Self Storage REIT insiders were net sellers of SMA, a net $118.2K across purchases and sales reported on Form 4 by 2 sellers. 29% of the 7 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. In the year to 2026-10-28, 0 members of Congress disclosed buying SMA and 1 member disclosed selling it; the latest on record is a sale by Kevin Hern dated 2026-03-18. Insiders filed 3 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $42.4K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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