OakChart

Smartstop Self Storage REIT Inc

SMAReal Estate·REIT - Industrial·USA·Mid·NYSE·Nov 11 • 3:59 PM ET

38.91+0.28 (0.72%)
2026-11-11 23:25 CET
Market cap
2,138.86 USD m
Revenue, TTM
317.81 USD m
Net income, TTM
31.86 USD m
Free cash flow, TTM
104.62 USD m
EPS diluted, TTM
0.58
P/E
67.60
Compare

Price

SMA against its 20, 50 and 200-day averages
2050200beat
30.0032.5035.0037.5040.003.0M6.1MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26SMAclose 38.9120-day 36.3450-day 33.96200-day 32.8238.9152w high52w low

3.6% under the 52-week high of 40.35 on 9 Nov 2026. 52-week low 29.41 on 19 May 2026. Last 15 sessions, 17.8% high to low

Volume 2.36× normal · the line is the 50-bar volume average

Profile

SMA
52-week range, 87% of the way up
29.4140.35

SmartStop Self Storage REIT, Inc. engages in the business of investing in self-storage facilities. It operates through the following segments: Self Storage, Managed Platform, and Corporate and Other. The Self Storage segment refers to leasing activities. The Managed Platform segment focuses on real estate investment trust activities. The company was founded by H. Michael Schwartz on January 8, 2013 and is headquartered in Ladera Ranch, CA.

IndexRUT
Employees1000
IPOApr 02, 2025
Beta0.21
ATR, 14d1.07
Rel volume2.36
Short float9.42%
Insider own0.44%
Inst own93.56%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap2.31B
Enterprise Value3.52B
Income31.86M
Sales317.81M
Book/sh20.65
Cash/sh0.57
Dividend Est.1.60 (4.11%)
Dividend TTM1.60 (4.12%)
Dividend Ex-DateNov 30, 2026
Dividend Gr. 3/5Y- -
Payout-
Employees1000
IPOApr 02, 2025

Ratios

P/E67.60
Forward P/E53.72
PEG-
P/S7.27
P/B1.88
P/C67.81
P/FCF22.07
EV/EBITDA22.74
EV/Sales11.07
Quick Ratio0.50
Current Ratio0.50
Debt/Eq1.00
LT Debt/Eq0.99
Option/ShortYes / Yes

Earnings

EPS (ttm)0.58
EPS next Y0.72
EPS next Q0.19
EPS this Y448.03%
EPS next Y4.05%
EPS next 5Y-
EPS past 3/5Y- 26.29%
Sales past 3/5Y9.75% 17.78%
EPS Y/Y TTM299.00%
Sales Y/Y TTM20.69%
EPS Q/Q74.40%
Sales Q/Q16.12%
EarningsNov 04 AMC
EPS/Sales Surpr.24.22% 1.88%

Ownership

Insider Own0.44%
Insider Trans-1.35%
Inst Own93.56%
Inst Trans3.59%
ROA1.31%
ROE2.72%
ROIC1.40%
Gross Margin35.12%
Oper. Margin23.93%
Profit Margin10.03%
SMA207.09%
SMA5014.58%
SMA20018.54%
Trades-

Technical

Shs Outstand55.37M
Shs Float55.13M
Short Float9.42%
Short Ratio6.44
Short Interest5.19M
52W High40.35 -3.57%
52W Low29.41 32.30%
Volatility3.95% 2.56%
ATR (14)1.07
RSI (14)70.20
Beta0.21
Rel Volume2.36
Avg Volume807.10K
Volume1,906,788

Performance

Perf Week2.02%
Perf Month17.94%
Perf Quarter13.67%
Perf Half Y25.88%
Perf YTD25.76%
Perf Year16.25%
Perf 3Y-
Perf 5Y-
Perf 10Y-
Recom2.36
Target Price37.00
Prev Close38.63
Price38.91
Change %0.72%

Analyst ratings

latest 10 of 18
DateActionAnalystRating changeTargetImplied
Nov 09, 2026DowngradeFFreedom BrokerBuy → Hold$40+2.8%
Nov 09, 2026DowngradeFFreedom BrokerBuy → Hold$38 → $40+2.8%
Oct 02, 2026DowngradeTTruistBuy → Hold$33-15.2%
Aug 27, 2026DowngradeBBMO Capital MarketsOutperform → Market Perform$38-2.3%
Jul 16, 2026ResumedRRaymond JamesStrong Buy$39+0.2%
Feb 05, 2026DowngradeWWells FargoOverweight → Equal Weight$33-15.2%
Dec 18, 2025DowngradeJJP MorganNeutral → Underweight$35-10.0%
Oct 17, 2025DowngradeJJP MorganOverweight → Neutral$39+0.2%
Jun 18, 2025UpgradeRRaymond JamesOutperform → Strong Buy$44+13.1%
Apr 28, 2025InitiatedWWells FargoOverweight$38-2.3%

Peers

Mkt cap
TickerCompanyMkt cap
CUBECubeSmart10.13B
EXRExtra Space Storage Inc34.72B
PSAPublic Storage62.73B
SELFGlobal Self Storage Inc54.14M
UHALU-Haul Holding Company9.85B
FRFirst Industrial Realty Trust Inc7.57B
STAGSTAG Industrial Inc7.16B
TRNOTerreno Realty Corp7.43B
REXRRexford Industrial Realty Inc8.03B
IRMIron Mountain Inc33.49B

Insider trading

latest 14 of 19
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Mueller David JDirectorOct 16 '26Sale33.9842514,4413,790Oct 19 04:49 PM
Mueller David JDirectorOct 16 '26Proposed Sale33.9842514,442Oct 16 09:42 AM
Mueller David JDirectorSep 16 '26Sale32.0542513,6214,215Sep 17 04:52 PM
Mueller David JDirectorSep 16 '26Proposed Sale32.0542513,621Sep 16 09:45 AM
Mueller David JDirectorAug 17 '26Sale33.7042514,3234,640Aug 18 04:43 PM
Look NicholasGeneral Counsel and SecretaryAug 14 '26Sale34.361,02535,219588Aug 18 04:36 PM
Mueller David JDirectorAug 17 '26Proposed Sale33.7042514,322Aug 17 11:34 AM
Mueller David JDirectorJul 16 '26Sale33.3842514,1875,065Jul 16 05:14 PM
Mueller David JDirectorJul 16 '26Proposed Sale33.3842514,186Jul 16 09:57 AM
Mueller David JDirectorJun 16 '26Sale32.4442513,7875,490Jun 17 08:23 PM
Mueller David JDirectorJun 16 '26Proposed Sale32.4442513,787Jun 16 09:56 AM
Mueller David JDirectorMay 18 '26Sale29.6742512,6105,915May 19 04:21 PM
Mueller David JDirectorMay 18 '26Proposed Sale29.6742512,610May 18 11:46 AM
Mueller David JDirectorApr 16 '26Sale31.7842513,5066,340Apr 17 04:16 PM

Held by

AUM
TickerCompanyAUM
VNQVanguard Real Estate Index Fund ETFAUM: 38.99B
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
IWMiShares Russell 2000 Index FundAUM: 77.38B
IWNiShares Russell 2000 Value ETFAUM: 14.10B
VXFVanguard Extended Market Index ETFAUM: 30.47B
SCHHSchwab U.S. REIT ETFAUM: 11.94B
SCHASchwab U.S. Small-Cap ETFAUM: 22.25B
VTWOVanguard Russell 2000 Index ETFAUM: 16.75B
USRTiShares Core U.S. REIT ETFAUM: 4.30B
JPREJPMorgan Realty Income ETFAUM: 484.00M

News

latest 14 of 200

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-11-040.1600.1290.16065.4364.234
2026Q22026-08-050.2000.1040.20062.8862.634
2026Q12026-05-060.1700.0790.17061.9161.834
2025Q42026-02-250.0500.1550.04761.9962.155
2025Q32025-11-050.0900.0820.09161.7759.155
2025Q22025-08-06-0.160-0.012-0.15458.1656.834
2025Q12025-05-07-0.350-0.306-0.15456.5954.065
2024Q42025-02-26-0.150--0.07454.33--
2026Q4--0.187--64.334
2027Q1--0.170--64.222
2027Q2--0.215--65.282
2027Q3--0.215--66.742
2027Q4--0.215--66.772

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2024FY-0.736--0.366211.4-
2025FY-0.200-0.036-0.073238.5240.5
2026FY-0.696--253.84
2027FY-0.724--261.61
2028FY-0.772--270.55
2029FY-0.630--301.95
2030FY-0.640--321.45

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q4S2026-11-0652064.3363.2466.17
2026Q4S2026-11-0550163.7663.2464.01
2026Q4S2026-11-0460163.9963.2465.60
2026Q4S2026-10-1660163.9963.2465.60
2026Q4S2026-10-0760164.0063.2465.60
2026Q4S2026-10-0260164.0063.2465.60
2026Q4S2026-09-2960163.9463.0065.60
2026Q4S2026-09-2860163.9263.0065.60
2026Q4S2026-09-1850163.5863.0063.97
2026Q4S2026-08-3150163.6963.3863.97
2026Q4S2026-08-2650063.8563.3864.60
2026Q4S2026-08-1050063.7563.2664.60
2026Q4S2026-08-0650063.7763.2664.60
2026Q4S2026-08-0550063.7663.2664.60

Estimate history

EPS, annual-0.265-0.065-0.424-0.912-0.370.066-0.032-0.366-0.1980.5756
Period201720182019202020212022202320242025TTM
EPS, quarterly-0.123-0.074-0.154-0.1540.0910.0470.170.20.159
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual76.10980.412109.529124.024168.765212.643232.992237.006281.141317.81
Period201720182019202020212022202320242025TTM
Sales, quarterly60.15760.64465.44966.81670.42978.44778.3179.27681.779
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual56.73657.97159.13560.56485.11496.93996.87551.39855.35955.368
Period201720182019202020212022202320242025MRQ
Shares, quarterly51.39851.39855.45755.44555.43655.35955.37755.36955.368
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Revenue317.81281.14237.01232.99212.64168.76124.02109.5380.41
Total Expenses241.77225.61167.78162.37149.81127.93107.6299.9163.30
Operating Income76.0455.5369.2270.6262.8340.8416.409.6217.12
Unusual Expense1.452.750.470.005.9623.4538.344.420.00
Net Income Before Taxes44.150.16-4.409.0521.11-19.56-51.21-24.76-1.77
Income Taxes1.841.901.48-2.60-0.550.000.000.000.00
Consolidated Net Income34.17-2.37-6.3411.2821.38-19.56-51.21-24.76-1.77
Net Income From Continuing Operations31.86-2.17-6.079.3918.54-16.90-44.30-26.77-1.74
Net Income31.86-9.39-18.83-3.116.04-29.40-54.35-28.44-1.74
EPS (Recurring)0.59-0.16-0.36-0.030.11-0.16-0.41-0.38-0.06
EPS (Basic, Before Extraordinaries)0.58-0.20-0.37-0.030.07-0.37-0.91-0.42-0.06
EPS (Diluted)0.58-0.20-0.37-0.030.07-0.37-0.91-0.42-0.06
Non-Operating Income (Expense)22.716.871.060.235.75-3.576.7911.470.29
Other After Tax Adjustments-0.73-0.63-0.45-0.37-0.290.000.000.000.00
Stock Option Compensation Expense10.2013.135.265.263.122.881.270.320.05
Price To Earnings Ratio67.1167.11-------
Price To Sales Ratio5.605.21-------
Gross Margin35.1236.5242.1142.2638.8636.5128.2518.3527.52
Operating Margin23.9319.7529.2130.3129.5524.2013.238.7821.29
Net Margin10.03-3.34-7.94-1.342.84-17.42-43.83-25.97-2.17
Shares Outstanding55.3755.3651.4096.8796.9485.1160.5659.1457.97
Market Capitalization2,138.862,138.861,737.31------

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Total Revenue81.7879.2878.3178.4570.4366.8265.4560.64
Total Expenses61.5757.2963.3259.5957.4560.7548.2144.10
Operating Income20.2121.9814.9918.8612.986.0617.2416.55
Unusual Expense0.560.400.260.220.001.750.790.00
Net Income Before Taxes10.4112.4510.5510.74-3.17-4.48-4.850.24
Income Taxes0.770.380.330.360.610.320.610.39
Consolidated Net Income9.4611.9010.012.805.38-4.97-5.57-0.26
Net Income From Continuing Operations8.8111.079.372.615.06-4.77-5.07-0.40
Net Income8.8111.079.372.615.06-8.53-8.52-3.80
EPS (Recurring)0.170.200.170.050.09-0.13-0.14-0.07
EPS (Basic, Before Extraordinaries)0.160.200.170.050.09-0.15-0.15-0.07
EPS (Diluted)0.160.200.170.050.09-0.15-0.15-0.07
Non-Operating Income (Expense)4.124.218.965.43-3.633.020.512.89
Other After Tax Adjustments-0.18-0.18-0.21-0.17-0.17-0.17-0.12-0.11
Stock Option Compensation Expense1.982.612.203.424.274.501.031.36
Price To Earnings Ratio67.11210.90------
Price To Sales Ratio5.605.885.696.107.917.94--
Gross Margin37.5835.2331.7635.7935.9135.9438.8042.31
Operating Margin24.7227.7319.1424.0418.429.0726.3427.28
Net Margin10.7813.9611.963.337.18-12.77-13.02-6.27
Shares Outstanding55.3755.3755.3855.3655.4455.4455.4651.40
Market Capitalization2,138.861,799.371,676.221,712.952,086.901,199.001,193.04-

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY
Cash & Short Term Investments59.3729.3053.4346.0444.6980.6668.5714.0111.87
Short Term Receivables0.400.010.010.010.060.000.000.000.00
Investments2,067.361,801.761,678.361,695.991,443.761,100.341,104.09766.61796.01
Investment in Unconsolidated Affiliates167.6696.5270.2290.8931.3515.626.070.000.00
Net Property, Plant & Equipment0.000.000.000.000.000.000.000.000.00
Deferred Tax Assets3.184.314.45------
Other Intangible Assets134.21123.7390.36121.79110.2487.20139.1017.2313.82
Total Assets2,432.172,042.071,895.641,947.221,618.291,282.221,311.43796.35817.50
Total Debt1,098.251,317.431,087.401,068.37873.87717.95712.73406.08396.79
Long Term Debt1,005.201,213.35765.981,065.73870.95617.18626.52306.39274.14
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Deferred Tax Liabilities6.565.956.196.217.728.386.61--
Other Liabilities47.4447.7338.5537.8961.6458.9656.4612.7913.27
Total Liabilities1,152.251,371.121,132.141,112.46943.22785.29775.80418.87410.06
Preferred Stock - Carrying Value0.00196.36196.36196.36196.36196.36146.430.000.00
Common Equity1,180.41387.74475.62543.94414.07240.57317.20345.33403.01
Total Shareholders Equity1,180.41584.10671.97740.29610.42436.93463.62345.33403.01
Accumulated Minority Interest99.5186.8591.5294.4664.6460.0072.01-0.084.43
Total Equity1,279.92670.95763.50834.75675.07496.93535.63345.26407.44
Total Liabilities & Stockholders Equity2,432.172,042.071,895.641,947.221,618.291,282.221,311.43796.35817.50
Book Value Per Share21.327.544.915.614.863.975.365.967.10
Tangible Book Value Per Share19.445.804.174.663.742.593.095.906.96
Full-Time Employees1,000560500450420400375--
Price to Book Ratio1.871.45-------
Return on Assets-0.10-0.310.491.04-1.17-3.42-2.54-0.22-1.79
Return on Equity-0.25-0.971.332.74-3.23-9.84-6.62-0.47-3.41
Return on Invested Capital-0.10-0.340.651.03-1.14-4.20-2.46-0.27-2.08
Quick Ratio0.420.611.391.141.290.620.610.120.09
Current Ratio0.420.611.391.141.290.620.610.120.09

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Funds from Operations133.46107.6067.5378.7991.7960.8828.389.5520.48
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital-28.84-10.99-2.88-5.00-3.88-2.11-1.610.21-2.12
Cash from Operating Activities104.6296.6164.6473.7987.9158.7626.779.7718.36
Capital Expenditures-0.07-0.070.000.000.000.000.00-0.150.00
Net Assets From Acquisitions-8.06-10.140.000.00-125.04-46.490.00-349.03-0.12
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.000.00
Purchase or Sale of Investments-126.80-389.51-183.99-4.91-80.11-86.93-48.36-2.65-5.31
Purchase of Investments-196.35-454.31-202.83-100.73-122.34-92.79-48.36-21.73-5.31
Sale Or Maturity of Investments69.5664.7918.8495.8242.235.860.0019.080.00
Other Uses0.000.000.000.000.00-3.190.00-0.200.00
Other Sources3.645.252.444.580.0016.3919.404.042.13
Cash from Investing Activities-131.29-394.47-181.55-0.34-205.15-120.21-28.96-347.98-3.30
Cash Dividends Paid-88.64-81.80-49.89-53.10-61.89-38.43-27.95-18.21-17.57
Change in Capital Stock0.00673.93-33.84-18.99-1.76-1.5847.57139.98-7.76
Repurchase of Common Pref Stock0.00-200.29-33.84-18.99-1.76-4.62-1.71-5.74-7.76
Sale of Common Pref Stock0.00874.220.000.000.003.0449.27145.720.00
Proceedsfrom Stock Options0.00874.220.000.000.003.0449.27145.720.00
Issuance or Reduction of Debt, Net-415.41-253.56187.9815.11194.1772.73-0.36274.7913.86
Change in Long Term Debt-415.41-46.5836.07-50.38132.92224.540.000.000.00
Issuance of Long Term Debt459.60828.43659.87134.13315.92239.540.000.000.00
Reduction of Long Term Debt-875.00-875.00-623.81-184.51-183.00-15.000.000.000.00
Net Financing Active Other Cash Flow-9.71-11.27-9.44-9.12-10.45-6.14-5.52-12.66-3.91
Other Financing Activities Uses-10.54-11.27-9.07-8.86-9.85-6.14-5.52-10.97-3.22
Cash from Financing Activities7.43327.3194.82-66.10120.0725.6713.74392.42-12.42
Exchange Rate Effect-0.920.63-2.030.03-1.47-0.200.54--0.49
Net Change in Cash-20.1630.07-24.137.391.35-35.9712.0954.562.14
Free Cash Flow104.6296.6164.6473.7987.9158.7626.779.7718.36
Preferred Dividends (Cash Flow)--6.97-12.51-12.50-12.50-12.28-27.95-18.21-17.57
Price to Free Cash Flow111.4298.84-------

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Cash & Short Term Investments34.0544.1943.8659.3754.2143.13
Short Term Receivables0.200.302.700.400.400.20
Investments2,045.972,056.392,050.452,067.362,068.172,001.08
Investment in Unconsolidated Affiliates197.52189.74193.82167.66152.52145.81
Net Property, Plant & Equipment0.000.000.000.000.000.00
Deferred Tax Assets2.962.943.093.184.444.52
Other Intangible Assets175.33144.30142.34134.21124.88107.92
Total Assets2,456.042,437.872,421.402,432.172,391.282,302.67
Total Debt1,137.851,119.641,093.101,098.251,041.66950.01
Long Term Debt1,133.771,028.671,001.111,005.201,040.87948.55
Provision for Risks Charges0.000.000.000.000.000.00
Deferred Tax Liabilities6.506.436.506.566.496.41
Other Liabilities63.7052.7853.1347.4453.9043.68
Total Liabilities1,208.051,178.861,152.731,152.251,102.051,000.10
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity1,143.491,156.461,167.891,180.411,202.111,216.58
Total Shareholders Equity1,143.491,156.461,167.891,180.411,202.111,216.58
Accumulated Minority Interest104.50102.56100.7899.5187.1285.99
Total Equity1,247.991,259.021,268.681,279.921,289.231,302.58
Total Liabilities & Stockholders Equity2,456.042,437.872,421.402,432.172,391.282,302.67
Book Value Per Share20.6520.8921.0921.3221.6821.94
Tangible Book Value Per Share18.9219.1119.0119.4419.9520.46
Full-Time Employees---1,000--
Price to Book Ratio1.871.541.421.431.725.45
Return on Assets1.311.190.54-0.10-0.24-0.64
Return on Equity2.722.371.42-0.25-0.58-1.46
Return on Invested Capital0.390.510.430.120.23-0.22
Quick Ratio0.500.310.300.420.990.99
Current Ratio0.500.310.300.420.990.99

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Funds from Operations30.5431.0929.3442.4926.5823.34
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital4.54-10.43-4.95-18.0025.64-13.99
Cash from Operating Activities35.0820.6624.3924.4852.229.35
Capital Expenditures0.000.000.00-0.070.000.00
Net Assets From Acquisitions0.000.000.00-8.06-0.23-1.85
Sale of Fixed Assets and Businesses0.000.000.000.000.000.00
Purchase or Sale of Investments-42.03-33.25-19.24-32.27-115.76-167.99
Purchase of Investments-45.73-56.23-19.24-75.15-127.76-167.99
Sale Or Maturity of Investments3.7022.980.0042.8712.000.00
Other Uses0.000.000.000.000.000.00
Other Sources0.000.003.070.570.001.64
Cash from Investing Activities-42.03-33.25-16.17-39.84-115.99-168.19
Cash Dividends Paid-22.29-22.33-21.83-22.19-22.22-23.20
Preferred Dividends (Cash Flow)0.000.000.000.000.00-3.57
Change in Capital Stock0.000.000.000.00-0.75674.68
Repurchase of Common Pref Stock0.000.000.000.00-0.29-200.00
Sale of Common Pref Stock0.000.000.000.00-0.46874.68
Proceedsfrom Stock Options0.000.000.000.00-0.46874.68
Issuance or Reduction of Debt, Net20.1537.890.7347.0299.56-487.96
Change in Long Term Debt139.900.000.00-555.31142.67366.06
Issuance of Long Term Debt139.900.000.00319.69142.67366.06
Reduction of Long Term Debt0.000.000.00-875.000.000.00
Net Financing Active Other Cash Flow2.41-2.18-5.46-4.48-1.56-1.65
Other Financing Activities Uses1.57-2.18-5.46-4.48-1.56-2.19
Cash from Financing Activities-3.0913.41-23.2320.3575.02161.57
Exchange Rate Effect-0.11-0.48-0.490.16-0.180.67
Net Change in Cash-10.140.34-15.515.1611.083.25
Free Cash Flow35.0820.6624.3924.4852.229.35
Price to Free Cash Flow111.4254.3079.70115.84220.80-

Revenue breakdown

Ancillary Operating2024: 9.40M 2025: 11.01M
Managed Platform2024: 11.38M 2025: 19.17M
Reimbursable Costs From Managed Platform2024: 6.65M 2025: 12.46M
Self Storage Rental2024: 209.58M 2025: 238.50M
United States2024: 237.01M 2025: 281.14M
Managed Platform2024: 18.03M 2025: 31.63M
Self Storage2024: 218.98M 2025: 249.52M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-309.42%5.2M55.1M713.83K
2026-10-158.89%4.9M55.1M772.80K
2026-09-3011.06%6.1M55.1M733.81K
2026-09-159.52%5.2M55.1M722.73K
2026-08-318.25%4.5M55.1M712.89K
2026-08-147.47%4.1M55.1M706.27K
2026-07-317.85%4.3M55.1M714.81K
2026-07-157.45%4.1M55.1M658.15K
2026-06-308.92%4.9M55.1M683.63K
2026-06-156.98%3.8M55.1M799.83K
2026-05-298.14%4.5M55.1M848.55K
2026-05-156.52%3.6M55.1M915.75K
2026-04-308.10%4.5M55.2M907.11K
2026-04-157.71%4.3M55.3M924.26K
2026-03-318.91%4.9M55.3M968.92K
2026-03-136.07%3.4M55.3M820.20K
2026-02-275.98%3.3M55.3M772.71K
2026-02-134.19%2.3M55.3M740.16K
2026-01-305.97%3.3M55.3M758.10K
2026-01-156.10%3.4M55.3M766.43K

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call17.5020.0023.300.005.4380.000.000.936-0.1790.007
call20.0017.5020.700.004.6050.000.000.925-0.1750.008
call22.5015.0017.800.003.6200.000.000.885-0.2560.012
call25.0012.5015.700.003.4010.000.000.865-0.2450.013
call30.006.8010.405.512.2141.000.000.813-0.2150.016
call35.002.505.702.751.4944170.000.717-0.1680.020
call40.000.002.350.351.1754330.000.476-0.1630.024
call45.000.000.300.050.7931.000.000.131-0.0580.013
put17.500.002.150.004.2930.000.00-0.063-0.1820.007
put20.000.000.950.003.6880.000.00-0.074-0.1770.008
put22.500.002.150.003.9050.000.00-0.114-0.2580.012
put25.000.002.150.003.3450.000.00-0.134-0.2470.013
put30.000.002.150.052.3581.000.00-0.186-0.2160.016
put35.000.001.750.001.4620.000.00-0.282-0.1690.020
put40.000.053.400.001.1510.000.00-0.525-0.1590.024
put45.005.307.500.001.4160.000.00-0.868-0.0570.013

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-10424B5SEC
2026-11-09424B5SEC
2026-11-0610-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-11-048-KCurrent report2026-11-04SEC
2026-11-038-KCurrent report2026-11-03SEC
2026-10-194Statement of changes in beneficial ownership of securities2026-10-16SEC
2026-10-16144Filing for proposed sale of securities under Rule 144.SEC
2026-10-05SCHEDULE 13G/ASEC
2026-10-018-KCurrent report2026-10-01SEC
2026-09-298-KCurrent report2026-09-29SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-16SEC
2026-09-16144Filing for proposed sale of securities under Rule 144.SEC
2026-09-098-KCurrent report2026-09-09SEC
2026-09-038-KCurrent report2026-09-03SEC
2026-08-184Statement of changes in beneficial ownership of securities2026-08-14SEC
2026-08-184Statement of changes in beneficial ownership of securities2026-08-17SEC
2026-08-188-KCurrent report2026-08-18SEC
2026-08-17144Filing for proposed sale of securities under Rule 144.SEC
2026-08-14SCHEDULE 13G/ASEC
2026-08-138-KCurrent report2026-08-13SEC
2026-08-0710-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-08-058-KCurrent report2026-08-05SEC
2026-08-058-KCurrent report2026-08-05SEC
2026-08-05SCHEDULE 13GSEC
2026-07-31SCHEDULE 13GSEC
2026-07-218-KCurrent report2026-07-21SEC
2026-07-16144Filing for proposed sale of securities under Rule 144.SEC
2026-07-164Statement of changes in beneficial ownership of securities2026-07-16SEC
2026-07-018-KCurrent report2026-07-01SEC
2026-06-254Statement of changes in beneficial ownership of securities2026-06-23SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100014.44K1
2026-090013.62K1
2026-080049.54K2
2026-070014.19K1
2026-060013.79K1
2026-050012.61K1
2026-040013.51K1
2026-030013.94K1
2026-020000
2026-010000
2025-120000
2025-11218.32K215.05K1

Institutional holders

Manager% owned
BlackRock, Inc.9.78%
PRICE T ROWE ASSOCIATES INC /MD/9.52%
VANGUARD PORTFOLIO MANAGEMENT LLC5.24%
GOLDMAN SACHS GROUP INC4.96%
VANGUARD CAPITAL MANAGEMENT LLC4.28%
PRINCIPAL FINANCIAL GROUP INC4.09%
STATE STREET CORP4.05%
NORGES BANK2.94%
CENTERSQUARE INVESTMENT MANAGEMENT LLC2.56%
GEODE CAPITAL MANAGEMENT, LLC1.98%

Funds

Fund% owned
VANGUARD REAL ESTATE INDEX FUND3.80%
VANGUARD TOTAL STOCK MARKET INDEX FUND3.03%
T. Rowe Price Real Assets Fund, Inc.3.03%
iShares Russell 2000 ETF2.58%
Real Estate Securities Fund2.49%
VANGUARD EXTENDED MARKET INDEX FUND1.15%
Fidelity Small Cap Index Fund1.13%
iShares Russell 2000 Value ETF0.93%
T. Rowe Price Small-Cap Value Fund, Inc.0.92%
Bridge Builder Small/Mid Cap Value Fund0.90%

OakChart. SMA. Cached 15 minutes.