Recent 8-K filings for SMA

• June 25, 2026, 4:05 PM ET other material materiality 0.40 neutral item 5.03item 5.07item 9.01

  SmartStop Self Storage REIT reclassifies 33.75M unissued shares to common; holds annual meeting

  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.

• June 1, 2026, 6:19 PM ET other material materiality 0.45 neutral item 7.01

  SmartStop Self Storage May 2026 same-store occupancy 92.4%, down 70 bps YoY; in-place rates up to $1.66

  Physical occupancy at same-store facilities: 92.4% as of May 31, 2026 vs 93.1% a year earlier.

• June 1, 2026, 5:20 PM ET dividend materiality 0.30 neutral item 8.01

  SmartStop Self Storage declares monthly dividend of $0.1315 per share for June 2026

  Annualized dividend rate maintained at $1.60 per share.

• May 11, 2026, 6:52 PM ET other material materiality 0.65 negative item 7.01

  SmartStop same-store occupancy dips to 92.3%; web rates and move-in rates decline YoY

  Physical occupancy 92.3% at Mar 31 2026 (vs 93.0% YoY); 92.6% at Apr 30 (vs 93.0%).

• May 6, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  SmartStop Q1 net income $9.6M vs year-ago loss, FFO as adj $0.49/share +19.5% YoY

  Net income attributable to common stockholders $9.6M ($0.17/diluted share) vs loss of $8.4M ($0.35 loss) in Q1 2025.

• May 4, 2026, 7:59 PM ET dividend materiality 0.50 neutral item 8.01

  SmartStop declares $0.1359 monthly dividend for May 2026, $1.60 annualized target

  Dividend of $0.13589041 per share declared for May 2026.

• March 31, 2026, 7:59 PM ET dividend materiality 0.30 neutral item 8.01

  SmartStop Self Storage REIT declares April 2026 dividend of $0.1315/share, annualized $1.60

  Dividend of $0.13150685 per share declared, record date April 30, 2026.

• March 30, 2026, 7:59 PM ET other materiality 0.10 neutral item 7.01item 9.01

  SmartStop Self Storage furnishes investor presentation materials

  Company filed current report to attach materials for investor presentations.

• March 19, 2026, 7:59 PM ET other material materiality 0.60 neutral item 1.01item 8.01item 9.01 ◈ Material Agreements

  SmartStop Self Storage REIT registers $300M ATM stock offering

  Up to $300M of common stock may be sold through agents or via forward sale agreements.

• March 3, 2026, 6:59 PM ET other material materiality 0.55 negative item 7.01

  SmartStop reports same-store occupancy flat at 92.7%; web and move-in rates decline YoY

  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.

• February 25, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  SmartStop Q4 net income $2.8M, FFO adj $0.55; FY25 FFO adj $1.87 (+10% YoY)

  Net income $2.8M in Q4 vs net loss $3.7M YoY; diluted EPS $0.05 (improved from -$0.16).

• February 25, 2026, 6:59 PM ET dividend materiality 0.25 neutral item 8.01

  SmartStop Self Storage REIT declares March 2026 dividend of $0.13589/share

  Monthly dividend of $0.13589041 per share; annualized rate $1.60.

• February 20, 2026, 6:59 PM ET leadership materiality 0.30 neutral item 5.02item 9.01

  SmartStop expands board to six; CIO Wayne Johnson appointed director, Schwartz adds President role

  Board expanded from five to six members on February 19, 2026.

• February 18, 2026, 6:59 PM ET debt materiality 0.70 positive item 1.01item 2.03item 7.01item 9.01 ◈ Debt Financings◈ Material Agreements

  SmartStop closes $500M unsecured credit facility with $1.6B accordion, lower pricing

  Second amended & restated credit facility replaces Feb 2024 facility; total capacity $500M, may increase by $1.1B to $1.6B.

• January 30, 2026, 6:59 PM ET dividend materiality 0.25 neutral item 8.01

  SmartStop Self Storage REIT declares $0.12273973 monthly dividend for Feb 2026; annualized target $1.60

  Dividend of $0.12273973 per share declared for February 2026.

• January 8, 2026, 6:59 PM ET other material materiality 0.35 negative item 7.01

  SmartStop Self Storage reports slight dip in same-store occupancy and rental rates YoY

  Physical occupancy 92.1% at Dec 31, 2025 vs 92.3% a year earlier.

• December 23, 2025, 6:59 PM ET dividend materiality 0.30 neutral item 8.01

  SmartStop Self Storage REIT declares $0.13589041 dividend for Jan 2026, annualized target $1.60

  Monthly dividend of $0.13589041 per share for January 2026.

• December 8, 2025, 6:59 PM ET other material materiality 0.35 neutral item 7.01

  SmartStop Self Storage same-store occupancy up slightly to 92.4%; move-in rates decline to $0.91

  Physical occupancy 92.4% as of Nov 30, 2025 vs 92.2% a year ago.

• November 21, 2025, 6:59 PM ET dividend materiality 0.25 neutral item 8.01

  SmartStop Self Storage REIT declares Dec 2025 dividend of $0.13589/share

  Dividend of $0.13589041 per share for December 2025 reflects $1.60 annualized rate.

• November 17, 2025, 6:59 PM ET other material materiality 0.60 negative item 7.01

  Same-store occupancy up to 92.5% but web/move-in rates down sharply YoY

  Physical occupancy 92.5% at Oct 31, 2025 vs 92.3% a year earlier.

• November 5, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  SmartStop Q3 net income $5.2M vs loss; same-store NOI +1.5%; $200M CAD bond; Argus deal

  Q3 net income $5.2M vs -$6.2M YoY; EPS $0.09 vs -$0.26; revenue $64.6M, up $9.2M.

• November 4, 2025, 6:59 PM ET dividend materiality 0.25 neutral item 8.01

  SmartStop Self Storage REIT declares $0.13150685 monthly dividend; annualized $1.60

  Dividend of $0.13150685 per share for November 2025, consistent with $1.60 annualized target.

• September 29, 2025, 7:59 PM ET dividend materiality 0.35 neutral item 8.01

  SmartStop Self Storage REIT declares $0.1359 per share October dividend

  Board declares October 2025 dividend of $0.13589041 per share on all classes of common stock.

• September 24, 2025, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 7.01item 9.01 ◈ Debt Financings

  SmartStop closes CAD $200M 3.888% senior notes due 2030 in second Maple Bond offering

  Issued CAD $200M aggregate principal of Series B Senior Unsecured Notes due September 24, 2030.

• September 24, 2025, 7:59 PM ET M&A materiality 0.70 positive item 7.01item 9.01

  SmartStop to acquire Argus Professional Storage Management for $21M upfront plus $11M earnout

  Total upfront consideration of $21M: $8.5M cash and 328,343 OP units; earnout up to $11M based on FY2028 revenue.

• September 24, 2025, 7:59 PM ET other material materiality 0.10 neutral item 7.01item 9.01

  SmartStop Self Storage REIT furnishes investor presentation; no material new information

  Company filed an investor presentation under Item 7.01 Regulation FD.

• September 22, 2025, 7:59 PM ET debt materiality 0.50 neutral item 7.01item 9.01

  SmartStop prices CAD $200M Maple Bond at 3.888% due 2030, rated BBB

  Series B senior unsecured notes of CAD $200M due Sep 24, 2030, interest 3.888% semi-annual.

• September 15, 2025, 7:59 PM ET other material materiality 0.30 neutral item 7.01

  SmartStop Self Storage REIT reports August same-store occupancy at 92.7%; rates mixed

  Physical occupancy of same-store portfolio 92.7% at Aug 31, 2025 vs 92.4% a year earlier.

• September 2, 2025, 7:59 PM ET other material materiality 0.65 positive item 7.01

  SmartStop Self Storage July 2025 same-store revenue +2.9% YoY

  July 2025 same-store revenue growth of 2.9% YoY for stabilized properties comparable since Jan 1, 2024.

• August 29, 2025, 7:59 PM ET dividend materiality 0.50 neutral item 8.01

  SmartStop Self Storage REIT declares $0.1315 monthly dividend for Sept 2025

  Dividend of $0.13150685 per share for all share classes; annualized target $1.60.

• August 22, 2025, 7:59 PM ET other material materiality 0.80 positive item 7.01item 9.01

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

  IPO raised $875.6M net; shares traded as high as $37.79 vs $30 issue price.

• August 12, 2025, 7:59 PM ET other material materiality 0.50 neutral item 7.01

  SmartStop Self Storage July same-store occupancy up to 92.8%; rates decline YoY

  Physical occupancy 92.8% at July 31, 2025 vs 92.0% a year earlier.

• August 6, 2025, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  SmartStop Q2 net loss widens to $8.4M; FFO as adjusted per share $0.42; same-store NOI -1.1%

  Net loss $8.4M ($0.16/sh) vs $3.8M loss in Q2 2024; FFO as adjusted $24.4M ($0.42/sh) up from $12.4M.

• August 5, 2025, 7:59 PM ET dividend materiality 0.25 neutral item 8.01

  SmartStop Self Storage REIT declares $0.13589/share monthly dividend for August 2025

  Dividend of $0.13589041 per share for all classes (A, T, Unclassified).

• July 7, 2025, 7:59 PM ET leadership materiality 0.30 neutral item 5.02

  SmartStop Self Storage REIT adds new independent director Lora Gotcheva, director Paula Mathews retires

  Paula Mathews retired from Board effective June 30, 2025; resignation not due to any disagreement.

• July 1, 2025, 7:59 PM ET dividend materiality 0.50 neutral item 8.01

  SmartStop Self Storage REIT declares $0.1359 per share monthly dividend for July 2025

  Dividend of $0.13589041 per share on Class A, Class T, and Unclassified Common Stock.

• June 24, 2025, 7:59 PM ET other material materiality 0.15 neutral item 5.07

  SmartStop Self Storage REIT announces 2025 annual meeting voting results

  Five directors elected: Schwartz, Mathews, Morris, Mueller, Perry with vote tallies ranging from 32.6M to 34.7M.

• June 16, 2025, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 2.03item 7.01item 9.01 ◈ Debt Financings

  SmartStop issues CAD$500M 3.907% notes due 2028; under contract for CAD$97M Alberta acquisitions

  Issued CAD$500M 3.907% senior unsecured notes due 2028; effective rate ~3.85% after hedge; rated BBB (Stable) by DBRS.

• June 12, 2025, 7:59 PM ET other material materiality 0.40 neutral item 5.03item 9.01 ◈ Governance Changes

  SmartStop Self Storage REIT reduces authorized shares from 900M to 225M

  Authorized common stock reduced from 700M shares to 175M shares; preferred from 200M to 50M.

• June 11, 2025, 7:59 PM ET debt materiality 0.55 neutral item 7.01item 9.01

  SmartStop prices CAD $500M Maple Bond offering at ~3.91%

  Issues CAD $500M series A senior unsecured notes due June 16, 2028.

• June 2, 2025, 7:59 PM ET dividend materiality 0.25 neutral item 8.01

  SmartStop Self Storage REIT declares monthly dividend of $0.13150685 per share for June 2025

  Dividend declared on May 30, 2025 for June 2025; record date June 30, 2025, payable July 15, 2025.

• June 2, 2025, 7:59 PM ET other material materiality 0.10 neutral item 7.01item 9.01

  SmartStop Self Storage REIT presents at Nareit REITweek; presentation content not provided in filing excerpt

  SmartStop Self Storage REIT participated in Nareit's REITweek 2025 Investor Conference on June 2, 2025.

• May 13, 2025, 7:59 PM ET other material materiality 0.50 neutral item 7.01item 9.01

  SmartStop Self Storage reports April 2025 same-store occupancy at 93.1%; move-in rates down to $0.99

  Physical occupancy for same-store facilities rose to 93.1% as of April 30, 2025, from 92.1% a year ago.

• May 12, 2025, 7:59 PM ET other material materiality 0.50 neutral item 8.01item 9.01

  SmartStop Board rejects MacKenzie mini-tender at $20/share, 45% below market

  MacKenzie offers $20 post-split ($5 pre-split) for up to 300k shares; May 12 close was $36.53.

• May 8, 2025, 7:59 PM ET other material materiality 0.60 neutral item 7.01

  SmartStop Self Storage REIT terminates share redemption program and DRP

  Board terminated SRP effective immediately; all pending and future redemption requests will not be processed.

• May 7, 2025, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  SmartStop Q1 net loss $8.4M; FFO as adjusted $0.41/diluted share; same-store revenue +3.2%

  Net loss attributable to common stockholders $8.4M (loss per Class A & T $0.35), vs loss $4.6M ($0.20) in Q1 2024.

• April 29, 2025, 7:59 PM ET dividend materiality 0.30 neutral item 8.01

  SmartStop Self Storage REIT declares $0.13589 monthly dividend, $1.60 annualized

  Dividend of $0.13589041 per share for all classes (A, T, unclassified).

• April 18, 2025, 7:59 PM ET debt materiality 0.60 positive item 8.01item 9.01

  SmartStop reduces credit facility by $100M, flips to fully unsecured status

  Revolving commitments reduced by $100M, total commitments now $600M.

• April 15, 2025, 7:59 PM ET other materiality 0.20 neutral item 7.01item 9.01

  SmartStop Self Storage REIT holds post-listing stockholder webcast; exhibit truncated, no new financial data

  Webcast aims to address pre-Offering stockholder questions on investment, listing, and offering.

• April 3, 2025, 7:59 PM ET other material materiality 0.85 positive item 1.01item 5.02item 5.03item 5.05item 7.01item 9.01 ◈ Governance Changes ×3

  SmartStop (SMA) closes $874M offering, lists on NYSE; cuts distribution to $1.60 annualized

  Closed offering of 31.05M shares at $30/sh, raising ~$874.4M net; shares trade on NYSE as SMA.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.50 · Most common event other_material

9 positive 4 negative 37 neutral

source · SMA on sec.gov