{"filings":[{"id":1276638,"accession_number":"0001193125-26-282749","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2026-06-25T20:05:48+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"SmartStop Self Storage REIT reclassifies 33.75M unissued shares to common; holds annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["At June 23 annual meeting, all six director nominees elected (Schwartz, Perry, Mueller, Morris, Gotcheva, Johnson); say-on-pay approved with 96% of votes cast.","Shareholders voted to hold advisory say-on-pay votes every year (37M for annual); BDO USA ratified as independent auditor with 99% support.","On June 25, filed Articles Supplementary reclassifying 31.25M unissued Class A and 2.5M unissued Class T shares into undesignated common stock.","Total authorized shares unchanged at 225M (175M common, 50M preferred); reclassification simplifies capital structure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":786957,"accession_number":"0001193125-26-251934","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2026-06-01T22:19:20+00:00","items":["7.01"],"status":"ready","headline":"SmartStop Self Storage May 2026 same-store occupancy 92.4%, down 70 bps YoY; in-place rates up to $1.66","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Physical occupancy at same-store facilities: 92.4% as of May 31, 2026 vs 93.1% a year earlier.","Monthly web rates decreased to $1.21 from $1.24; move-in rates fell to $1.06 from $1.12.","Monthly in-place rates increased to $1.66 per square foot from $1.63.","Same-store pool includes stabilized properties comparable since Jan 1, 2025, excluding four properties."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":780437,"accession_number":"0001193125-26-251761","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2026-06-01T21:20:17+00:00","items":["8.01"],"status":"ready","headline":"SmartStop Self Storage declares monthly dividend of $0.1315 per share for June 2026","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Annualized dividend rate maintained at $1.60 per share.","Record date: June 30, 2026; payment date: July 15, 2026.","Dividend of $0.13150685 per common share declared by Board on May 29, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":21769,"accession_number":"0001193125-26-217398","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2026-05-11T22:52:36+00:00","items":["7.01"],"status":"ready","headline":"SmartStop same-store occupancy dips to 92.3%; web rates and move-in rates decline YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Physical occupancy 92.3% at Mar 31 2026 (vs 93.0% YoY); 92.6% at Apr 30 (vs 93.0%).","Monthly web rates $1.04 at Mar 31 (vs $1.07); $1.03 at Apr 30 (vs $1.13).","Monthly move-in rates $0.91 at Mar 31 (vs $0.95); $0.92 at Apr 30 (vs $0.99).","Monthly in-place rates remained $1.65 at both dates, up from $1.62 YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93876,"accession_number":"0001193125-26-208952","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SmartStop Q1 net income $9.6M vs year-ago loss, FFO as adj $0.49/share +19.5% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to common stockholders $9.6M ($0.17/diluted share) vs loss of $8.4M ($0.35 loss) in Q1 2025.","FFO as adjusted per diluted share & OP unit $0.49, up 19.5% from $0.41 YoY.","Same-store revenue +1.5%, same-store NOI +2.0%; first NOI margin expansion in several years.","Closed new $500M unsecured credit facility (accordion to $1.6B) at rates ~30bps lower than prior facility.","FY 2026 FFO as adjusted guidance narrowed to $1.94-$2.04 per diluted share (from $1.93-$2.05)."],"consensus_eps_estimate":0.0909,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":78310000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93875,"accession_number":"0001193125-26-204111","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"SmartStop declares $0.1359 monthly dividend for May 2026, $1.60 annualized target","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend of $0.13589041 per share declared for May 2026.","Record date: May 29, 2026; payment date: June 15, 2026.","Targeted annualized dividend remains $1.60 per share.","Monthly dividend reflects consistent payout policy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105850,"accession_number":"0001193125-26-132231","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2026-03-31T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"SmartStop Self Storage REIT declares April 2026 dividend of $0.1315/share, annualized $1.60","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend of $0.13150685 per share declared, record date April 30, 2026.","Payment date May 15, 2026 for stockholders of record on April 30.","Targeted annualized dividend remains $1.60 per share."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105849,"accession_number":"0001193125-26-129924","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2026-03-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SmartStop Self Storage furnishes investor presentation materials","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Company filed current report to attach materials for investor presentations.","Presentation dated March 2026 includes forward-looking statements and risk factors.","No specific financial or operational updates were disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105848,"accession_number":"0001193125-26-116245","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2026-03-19T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"SmartStop Self Storage REIT registers $300M ATM stock offering","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Up to $300M of common stock may be sold through agents or via forward sale agreements.","Proceeds for general corporate purposes: acquisitions, development, debt reduction.","Sales may be at-the-market or in negotiated transactions; commissions up to 2.0%.","Forward sale agreements may be physically, cash, or net share settled at company's option."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105847,"accession_number":"0001585389-26-000005","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2026-03-03T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"SmartStop reports same-store occupancy flat at 92.7%; web and move-in rates decline YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Physical occupancy was 92.7% as of Feb 28, 2026, unchanged from Feb 2025; Jan 2026 occupancy was 92.7% vs 92.1% prior year.","Monthly web rates declined: Feb 2026 $0.95 vs $1.01 in Feb 2025; Jan 2026 $0.91 vs $1.05.","Monthly move-in rates also down: Feb 2026 $0.87 vs $0.90 prior; Jan 2026 $0.85 vs $1.00.","Monthly in-place rates were stable: Feb 2026 $1.65 vs $1.64; Jan 2026 $1.64 vs $1.63."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105846,"accession_number":"0001193125-26-072008","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"SmartStop Self Storage REIT declares March 2026 dividend of $0.13589/share","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Monthly dividend of $0.13589041 per share; annualized rate $1.60.","Record date: March 31, 2026; payable April 15, 2026.","Dividend declared under Board authorization on Feb 24, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105845,"accession_number":"0001193125-26-071534","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SmartStop Q4 net income $2.8M, FFO adj $0.55; FY25 FFO adj $1.87 (+10% YoY)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $2.8M in Q4 vs net loss $3.7M YoY; diluted EPS $0.05 (improved from -$0.16).","FFO as adjusted per share diluted $0.55 (Q4) and $1.87 (FY), up 31% and 10% YoY respectively.","Same-store NOI -0.3% Q4, +0.6% FY; revenue +0.4% Q4, +1.6% FY; occupancy 92.3% Q4.","New $500M unsecured credit facility (upsize to $1.6B) with 35 bps lower pricing; 4-yr term.","Acquired Argus management platform for $21.1M; Q4 acquisitions include Winter Garden ($15.3M) and Canadian JV ($3M)."],"consensus_eps_estimate":0.1481,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":281141000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105844,"accession_number":"0001193125-26-061645","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2026-02-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"SmartStop expands board to six; CIO Wayne Johnson appointed director, Schwartz adds President role","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from five to six members on February 19, 2026.","Wayne Johnson, Chief Investment Officer, appointed as employee director effective February 19, 2026.","Johnson resigned as President; CEO H. Michael Schwartz assumes additional office of President.","Johnson will not receive director compensation or serve on any board committees.","Schwartz received no additional compensation for the expanded role."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105843,"accession_number":"0001193125-26-057425","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2026-02-18T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"SmartStop closes $500M unsecured credit facility with $1.6B accordion, lower pricing","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Second amended & restated credit facility replaces Feb 2024 facility; total capacity $500M, may increase by $1.1B to $1.6B.","Initial advances priced ~30 bps lower than prior facility; grid varies from 100–145 bps (SOFR) based on leverage or credit rating.","Term is four years with one-year extension option; borrowings allowed in USD or CAD.","Outstanding $68.3M from prior facility rolled unchanged; facility is unsecured and fully recourse.","Syndicate led by KeyBank, BMO, JPMorgan, M&T, Scotiabank, Truist, Wells Fargo; chairman cites strengthened balance sheet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105842,"accession_number":"0001193125-26-031818","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2026-01-30T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"SmartStop Self Storage REIT declares $0.12273973 monthly dividend for Feb 2026; annualized target $1.60","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend of $0.12273973 per share declared for February 2026.","Record date: February 27, 2026; payment date: March 13, 2026.","Targeted annualized dividend rate remains $1.60 per share."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105841,"accession_number":"0001193125-26-006699","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2026-01-08T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"SmartStop Self Storage reports slight dip in same-store occupancy and rental rates YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Physical occupancy 92.1% at Dec 31, 2025 vs 92.3% a year earlier.","Monthly web rate $0.91 vs $0.97; monthly move-in rate $0.88 vs $0.94.","Monthly in-place rate unchanged at $1.63.","Metrics cover same-store stabilized properties, excluding four assets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122115,"accession_number":"0001193125-25-330967","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-12-23T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"SmartStop Self Storage REIT declares $0.13589041 dividend for Jan 2026, annualized target $1.60","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Monthly dividend of $0.13589041 per share for January 2026.","Targeted annualized dividend remains $1.60 per share.","Record date: January 30, 2026; payment date: February 13, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122114,"accession_number":"0001193125-25-311236","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-12-08T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"SmartStop Self Storage same-store occupancy up slightly to 92.4%; move-in rates decline to $0.91","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Physical occupancy 92.4% as of Nov 30, 2025 vs 92.2% a year ago.","Monthly web rates fell to $0.97 from $1.02; move-in rates down to $0.91 from $0.99.","Monthly in-place rates unchanged at $1.63 year-over-year.","Data covers stabilized same-store facilities; excludes four other properties.","Metrics are preliminary and furnished, not filed, per Regulation FD."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122113,"accession_number":"0001193125-25-291437","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-11-21T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"SmartStop Self Storage REIT declares Dec 2025 dividend of $0.13589/share","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend of $0.13589041 per share for December 2025 reflects $1.60 annualized rate.","Record date: December 31, 2025; payable January 15, 2026.","Board declaration on November 20, 2025; ticker SMA on NYSE."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122112,"accession_number":"0001193125-25-284720","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-11-17T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Same-store occupancy up to 92.5% but web/move-in rates down sharply YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Physical occupancy 92.5% at Oct 31, 2025 vs 92.3% a year earlier.","Monthly web rates fell to $0.94 from $1.09 (-13.8%).","Monthly move-in rates dropped to $0.85 from $1.04 (-18.3%).","In-place rates held flat at $1.64 per square foot.","Declining rental rates on new leases signal potential revenue pressure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122111,"accession_number":"0001193125-25-266907","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SmartStop Q3 net income $5.2M vs loss; same-store NOI +1.5%; $200M CAD bond; Argus deal","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net income $5.2M vs -$6.2M YoY; EPS $0.09 vs -$0.26; revenue $64.6M, up $9.2M.","Same-store revenue +2.5%, NOI +1.5%, occupancy 92.6%; rent per sq ft $20.35.","FFO as adjusted per share $0.47, up $0.05 YoY; nine-month FFO as adjusted $63.0M.","Closed $200M CAD 3.89% Maple Bond due 2030; acquired Argus management for $21.1M upfront.","Bought five Canada self-storage for $70.3M and two US properties for ~$30.6M."],"consensus_eps_estimate":0.0889,"consensus_eps_actual":-0.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":202695000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122110,"accession_number":"0001193125-25-262943","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"SmartStop Self Storage REIT declares $0.13150685 monthly dividend; annualized $1.60","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend of $0.13150685 per share for November 2025, consistent with $1.60 annualized target.","Record date: November 28, 2025; payable December 15, 2025.","Board declared dividend on October 29, 2025 for the month of November."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138841,"accession_number":"0001193125-25-223266","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-09-29T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"SmartStop Self Storage REIT declares $0.1359 per share October dividend","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Board declares October 2025 dividend of $0.13589041 per share on all classes of common stock.","Record date: October 31, 2025; payable: November 14, 2025.","Targeted annualized dividend remains $1.60 per share."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138840,"accession_number":"0001193125-25-215787","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-09-24T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SmartStop Self Storage REIT furnishes investor presentation; no material new information","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Company filed an investor presentation under Item 7.01 Regulation FD.","Presentation does not disclose new financial results, guidance, or operational changes.","No material updates to strategy or business were reported in the filing.","Presentation is used for investor meetings and contains general company information."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138839,"accession_number":"0001193125-25-215534","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-09-24T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SmartStop to acquire Argus Professional Storage Management for $21M upfront plus $11M earnout","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total upfront consideration of $21M: $8.5M cash and 328,343 OP units; earnout up to $11M based on FY2028 revenue.","Post-combination, SmartStop will own or manage over 460 self-storage properties in North America.","Transaction unanimously approved by SmartStop board; expected to close early October 2025.","Deal expected to be immediately accretive to SmartStop's FFO as Adjusted, per CEO H. Michael Schwartz.","BMO Capital Markets acted as SmartStop's exclusive financial advisor; Nelson Mullins provided legal counsel."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138838,"accession_number":"0001193125-25-215411","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-09-24T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"SmartStop closes CAD $200M 3.888% senior notes due 2030 in second Maple Bond offering","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued CAD $200M aggregate principal of Series B Senior Unsecured Notes due September 24, 2030.","Notes bear interest at 3.888% per annum, paid semiannually starting March 24, 2026.","Rating: BBB (Stable) from Morningstar DBRS; proceeds to repay debt, fund acquisitions, and general corporate purposes.","This marks SmartStop's second Maple Bond, completing FX cash flow hedging for current portfolio.","Syndicate led by BMO Capital Markets and National Bank Capital Markets; closed September 24, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138837,"accession_number":"0001193125-25-209615","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-09-22T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SmartStop prices CAD $200M Maple Bond at 3.888% due 2030, rated BBB","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Series B senior unsecured notes of CAD $200M due Sep 24, 2030, interest 3.888% semi-annual.","Notes rated BBB (Stable) by Morningstar DBRS; closing expected Sep 24, 2025.","Net proceeds to repay debt, fund acquisitions, and general corporate purposes.","Offered on a private placement basis to Canadian investors only, not registered in U.S."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138836,"accession_number":"0001193125-25-203382","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-09-15T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"SmartStop Self Storage REIT reports August same-store occupancy at 92.7%; rates mixed","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Physical occupancy of same-store portfolio 92.7% at Aug 31, 2025 vs 92.4% a year earlier.","Monthly web rates held at $1.04 per square foot (vs $1.03 Aug 2024).","Monthly move-in rates declined to $0.93 per sq ft from $0.97 in Aug 2024.","Monthly in-place rates rose to $1.66 per sq ft from $1.64 year-over-year."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138835,"accession_number":"0000950170-25-112505","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-09-02T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"SmartStop Self Storage July 2025 same-store revenue +2.9% YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["July 2025 same-store revenue growth of 2.9% YoY for stabilized properties comparable since Jan 1, 2024.","Metric excludes tenant protection program revenue; same-store pool excludes four properties.","Management disclosed this at the Self Storage Association 2025 Fall Conference on Sep 3, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138834,"accession_number":"0001585389-25-000004","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-08-29T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"SmartStop Self Storage REIT declares $0.1315 monthly dividend for Sept 2025","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend of $0.13150685 per share for all share classes; annualized target $1.60.","Record date: September 30, 2025; payment date: October 15, 2025.","Dividend applies to Class A, Class T, and Unclassified common stock equally."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138833,"accession_number":"0000950170-25-110968","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-08-22T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SmartStop CEO details post-IPO achievements; lock-up expires Oct 1, 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO raised $875.6M net; shares traded as high as $37.79 vs $30 issue price.","Paid off $175.1M acquisition facility, $472.1M credit facility; redeemed $203.6M preferred stock.","Issued $500M CAD 3.91% notes; received BBB rating from DBRS and upgrade from Kroll.","Acquired 10 properties for ~$232M; another 5 under contract for ~$73.1M (total ~$500M since Sep 2024).","Lock-up expires Oct 1, 2025; Class A/T shares convert to SMA. CEO plans no sell; will buy more."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138832,"accession_number":"0000950170-25-106706","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-08-12T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"SmartStop Self Storage July same-store occupancy up to 92.8%; rates decline YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Physical occupancy 92.8% at July 31, 2025 vs 92.0% a year earlier.","Monthly web rate $1.07 per square foot, down from $1.18 in July 2024.","Monthly move-in rate $0.95, down from $1.07 year-over-year.","Monthly in-place rate unchanged at $1.65 per square foot."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138831,"accession_number":"0000950170-25-104036","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SmartStop Q2 net loss widens to $8.4M; 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payable August 15, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156311,"accession_number":"0000950170-25-089487","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-06-24T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"SmartStop Self Storage REIT announces 2025 annual meeting voting results","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Five directors elected: Schwartz, Mathews, Morris, Mueller, Perry with vote tallies ranging from 32.6M to 34.7M.","BDO USA, P.C. ratified as auditor for 2025 with 36.3M votes for, 336K against, 608K abstained.","Annual meeting held June 24, 2025; all proposals passed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156310,"accession_number":"0001193125-25-141463","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-06-16T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"SmartStop issues CAD$500M 3.907% notes due 2028; under contract for CAD$97M Alberta acquisitions","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued CAD$500M 3.907% senior unsecured notes due 2028; effective rate ~3.85% after hedge; rated BBB (Stable) by DBRS.","Proceeds used to repay 2027 NBC Loan, pay down Credit Facility, fund acquisitions, and for general corporate purposes.","In addition to previously announced US$108M Houston portfolio closing June, company under contract to acquire five Alberta properties for ~CAD$97M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156309,"accession_number":"0000950170-25-085386","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"SmartStop Self Storage REIT reduces authorized shares from 900M to 225M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Authorized common stock reduced from 700M shares to 175M shares; preferred from 200M to 50M.","Class A common authorized lowered to 31.25M shares; Class T to 2.5M shares.","Undesignated common shares cut from 565M to 141.25M shares.","Amendment filed with Maryland State Department of Assessments and Taxation on June 12, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156308,"accession_number":"0001193125-25-139278","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-06-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SmartStop prices CAD $500M Maple Bond offering at ~3.91%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issues CAD $500M series A senior unsecured notes due June 16, 2028.","Interest rate of ~3.91% per annum (effective ~3.85% after hedge); rated BBB (stable) by DBRS.","Proceeds to repay higher-rate debt, fund acquisitions, and for general corporate purposes.","Closing expected June 16, 2025, subject to customary conditions; offered to Canadian investors only."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156307,"accession_number":"0001193125-25-133418","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SmartStop Self Storage REIT presents at Nareit REITweek; presentation content not provided in filing excerpt","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["SmartStop Self Storage REIT participated in Nareit's REITweek 2025 Investor Conference on June 2, 2025.","Company furnished presentation materials as Exhibit 99.1 with the 8-K filing.","The excerpt does not include the presentation's content, so no new financial or operational details are available.","No earnings, guidance, or material corporate events were disclosed in the filing body."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156306,"accession_number":"0000950170-25-080225","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"SmartStop Self Storage REIT declares monthly dividend of $0.13150685 per share for June 2025","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend declared on May 30, 2025 for June 2025; record date June 30, 2025, payable July 15, 2025.","Targeted annualized dividend rate of $1.60 per share, unchanged from prior rate.","Class A, Class T, and Unclassified Common Stock each receive $0.13150685 per share."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156305,"accession_number":"0001193125-25-117998","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-05-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SmartStop Self Storage reports April 2025 same-store occupancy at 93.1%; move-in rates down to $0.99","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Physical occupancy for same-store facilities rose to 93.1% as of April 30, 2025, from 92.1% a year ago.","Monthly web rates decreased to $1.11 per sq ft from $1.12; move-in rates fell to $0.99 from $1.09.","Monthly in-place rates were flat at $1.62 vs $1.63 per sq ft in the prior-year period.","Same-store portfolio includes stabilized properties in operation since Jan 1, 2024, excluding four others."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156304,"accession_number":"0000950170-25-069440","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-05-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"SmartStop Board rejects MacKenzie mini-tender at $20/share, 45% below market","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["MacKenzie offers $20 post-split ($5 pre-split) for up to 300k shares; May 12 close was $36.53.","Board unanimously recommends ignoring offer, citing price over 45% below market and lack of disclosure.","Class A and T shares convert to listed class on Oct 1, 2025, enabling open-market sales.","Offer is ~1.2% of outstanding shares, a mini-tender; SEC warns of heightened risk.","MacKenzie has made two prior similar offers; company cannot verify tender funds."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156303,"accession_number":"0001193125-25-116079","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"SmartStop Self Storage REIT terminates share redemption program and DRP","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board terminated SRP effective immediately; all pending and future redemption requests will not be processed.","DRP terminated effective May 1, 2025; future distributions will be paid in cash only.","30-day notice for SRP termination and 10-day notice for DRP termination provided in this 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156302,"accession_number":"0000950170-25-065649","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SmartStop Q1 net loss $8.4M; FFO as adjusted $0.41/diluted share; same-store revenue +3.2%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to common stockholders $8.4M (loss per Class A & T $0.35), vs loss $4.6M ($0.20) in Q1 2024.","FFO as adjusted (attributable to common stockholders + OP unit holders) $11.2M ($0.41/diluted), vs $11.1M ($0.40) YoY.","Same-store revenue +3.2%, same-store NOI +2.3%; same-store occupancy 92.6% (+0.5 ppts), annualized rent per sq ft $19.84 (+2.0%).","Closed IPO of 31.05M shares at $30/share, net proceeds ~$875.6M; used to redeem all Series A Preferred ($203.6M), pay down debt ($472M to credit facility, $175M acquisition facility).","Acquired three storage facilities in Q1 for ~$82.5M; post-quarter purchased Kelowna, BC facility for ~$28.3M and assumed $17.7M loan at 3.45%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":65449000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156301,"accession_number":"0000950170-25-060350","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"SmartStop Self Storage REIT declares $0.13589 monthly dividend, $1.60 annualized","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend of $0.13589041 per share for all classes (A, T, unclassified).","Record date May 30, 2025; payment date June 13, 2025.","Targeted annualized dividend remains $1.60 per share."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156300,"accession_number":"0000950170-25-055677","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-04-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"SmartStop reduces credit facility by $100M, flips to fully unsecured status","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving commitments reduced by $100M, total commitments now $600M.","Credit spread on revolving commitments reduced by 25 bps; unused fee cut by 5 bps.","Both the credit facility and 2032 private placement notes are now fully unsecured.","CEO cites milestone post-IPO, says action reflects strength of balance sheet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156299,"accession_number":"0001193125-25-080489","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-04-15T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SmartStop Self Storage REIT holds post-listing stockholder webcast; exhibit truncated, no new financial data","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Webcast aims to address pre-Offering stockholder questions on investment, listing, and offering.","CEO H. Michael Schwartz will host; presentation posted at 8:00 AM ET on April 15 on IR site.","Full presentation content not available in filing exhibit; no specific financial figures or guidance disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156298,"accession_number":"0001193125-25-072350","cik":1585389,"company_name":"SmartStop Self Storage REIT, Inc.","ticker":"SMA","form_type":"8-K","filed_at":"2025-04-03T23:59:59+00:00","items":["1.01","5.02","5.03","5.05","7.01","9.01"],"status":"ready","headline":"SmartStop (SMA) closes $874M offering, lists on NYSE; cuts distribution to $1.60 annualized","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Closed offering of 31.05M shares at $30/sh, raising ~$874.4M net; shares trade on NYSE as SMA.","Net proceeds used to redeem Series A preferred, reduce debt, fund acquisitions.","Pre-existing Class A/T shares auto-convert to SMA after lock-up ends Oct 1, 2025.","Monthly distribution cut from $0.1973/sh ($2.40 annualized) to $0.1315/sh ($1.60 annualized) post-listing.","Board approved equity grants totaling ~632K shares/units to executives and directors; director cash retainer raised to $65K, equity to $100K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1881038523.688577,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2025-04-03T23:59:59+00:00|156298"}