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SMA Smartstop Self Storag REIT

Real Estate, filed as SMARTSTOP SELF STORAG REIT I (COMMON STOCK), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 1 manager in 2026 Q2

  • 1 exit

In 2026 Q2 Lee Ainslie sold out of Smartstop Self Storag REIT.

Who owns SMA

Sorted by value, long equity only, as of 2026 Q2.

History
Lee Ainslie, Maverick Capital exited 2026 Q2 Last 2026 Q1 0.01% Exit −0.01% 22,583 $684K History

0 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by SMA's executives, directors and 10% owners in the last 12 months, from their Form 4s

All SMA insider trades
  • $218K bought by 2 insiders
  • $50K sold by 1 insider outside a trading plan
  • $110K sold by 1 insider under 10b5-1 plans
  1. David J Mueller Director
    Planned sale
    $14K 425 shares at $33.98 10% of stake
    Traded Oct 16 Filed Oct 19
    ↗
  2. David J Mueller Director
    Planned sale
    $14K 425 shares at $32.05 9.2% of stake
    Traded Sep 16 Filed Sep 17
    ↗
  3. Nicholas Look General Counsel and Secretary
    Sale
    $35K 1,025 shares at $34.36 64% of stake
    Traded Aug 14 Filed Aug 18
    ↗
  4. David J Mueller Director
    Planned sale
    $14K 425 shares at $33.70 8.4% of stake
    Traded Aug 17 Filed Aug 18
    ↗
  5. David J Mueller Director
    Planned sale
    $14K 425 shares at $33.38 7.7% of stake
    Traded Jul 16 Filed Jul 16
    ↗
  6. David J Mueller Director
    Planned sale
    $14K 425 shares at $32.44 7.2% of stake
    Traded Jun 16 Filed Jun 17
    ↗
  7. David J Mueller Director
    Planned sale
    $13K 425 shares at $29.67 6.7% of stake
    Traded May 18 Filed May 19
    ↗
  8. David J Mueller Director
    Planned sale
    $14K 425 shares at $31.78 6.3% of stake
    Traded Apr 16 Filed Apr 17
    ↗
  9. David J Mueller Director
    Planned sale
    $14K 425 shares at $32.81 5.9% of stake
    Traded Mar 16 Filed Mar 17
    ↗
  10. H. Michael Schwartz CEO
    Buy
    $198K 6,250 shares at $31.71 +35% to stake
    Traded Nov 17, 2025 Filed Nov 18, 2025
    ↗
  11. Nicholas Look General Counsel and Secretary
    Sale
    $15K 458 shares at $32.85 22% of stake
    Traded Nov 14, 2025 Filed Nov 14, 2025
    ↗
  12. James R. Barry CFO
    Buy
    $20K 600 shares at $33.55 +22% to stake
    Traded Nov 11, 2025 Filed Nov 12, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 1 stock grant.

Congress

1 member of Congress traded SMA in the last three years: 0 buys and 1 sale.

All Congress trades
  1. Kevin Hern R-OK-1Joint Sell $500K–$1M Mar 18 filed Apr 3

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
8-K 8.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 7.01 Filing Doc
8-K 8.01 Filing Doc
8-K 7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 7.01,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01 Filing Doc
SCHEDULE 13G — Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 8.01 Filing Doc
8-K 5.03,5.07,9.01 Filing Doc
8-K 7.01 Filing Doc
8-K 8.01 Filing Doc
8-K 7.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $232.99M $237.01M $281.14M
Gross profit — $155.69M $172.47M
Gross margin * — 65.7% 61.3%
Net income — — -$8.76M
Net margin * — — -3.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $1.9B $2.04B $2.43B
Total equity $0.404B $0.326B $1.18B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $73.19M $64.03M $84.97M
Cash from investing $0.261M -$180.94M -$380.76M
Cash from financing -$66.1M $94.82M $325.23M
Net change in cash $7.39M -$24.13M $30.07M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.