---
schema_version: "secwatch.filing_event.v1"
accession: "0000950170-25-110968"
form_type: "8-K"
ticker: "SMA"
cik: "0001585389"
company_name: "SmartStop Self Storage REIT, Inc."
filed_at: "2025-08-22T23:59:59+00:00"
generated_at: "2026-05-17T10:33:51.956940+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# SmartStop CEO details post-IPO achievements; lock-up expires Oct 1, 2025

## Summary
- 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.

## SEC filing metadata
- accession: 0000950170-25-110968
- form_type: 8-K
- ticker: SMA
- cik: 0001585389
- company_name: SmartStop Self Storage REIT, Inc.
- filed_at: 2025-08-22T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1585389/000095017025110968/0000950170-25-110968-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1585389/000095017025110968/ck0001585389-20250822.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950170-25-110968
- JSON: https://secwatch.observer/filing/0000950170-25-110968.json
- Plain text: https://secwatch.observer/filing/0000950170-25-110968.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
