What is the 13F Pro Quality Score for SMA?

13F Pro ranks SmartStop Self Storage REIT, Inc. (SMA) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View SMA's current score at https://13fpro.ai/research/SMA (free sign-up required for the full ranking).

Which hedge funds own the most SMA stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of SMA include BlackRock,, GOLDMAN SACHS GROUP, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/SMA as soon as new 13F filings post.

Where does 13F Pro source SMA data?

All SmartStop Self Storage REIT, Inc. fundamentals and ownership data come directly from SEC EDGAR. SmartStop Self Storage REIT, Inc. files with the SEC under CIK 1585389. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is SMA in?

SmartStop Self Storage REIT, Inc. (SMA) is classified in the Real Estate sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/real-estate.

How often is SMA research updated on 13F Pro?

SMA's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

SmartStop Self Storage REIT, Inc.(SMA)Stock Analysis

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13F Pro Quality Score

53.7/100

Rank #1,267 of 2,879 stocksTOP 50%

View Real Estate peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

65.3/100

Profitability

53.2/100

Balance Sheet

36.9/100

Earnings Quality

18.5/100

Free Cash Flow

88.0/100

Institutional Flow

98.2/100

Revenue Scale

28.7/100

Dilution Risk

23.4/100

SMA Stock Analysis & AI Quality Score

AI stock analysis and institutional research for SmartStop Self Storage REIT, Inc. (SMA), a Real Estate sector company. 13F Pro's AI-powered ranking engine scores SMA at 53.7/100 on a 32-signal composite quality model, placing it at rank #1,267 of 2,879 stocks — the top half of the AI-ranked universe. SMA scores in the top quartile across institutional flow (98.2), free cash flow (88.0). Areas of concern include earnings quality (18.5) and revenue scale (28.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 23.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), SmartStop Self Storage REIT, Inc. reports quarterly revenue of $65.2M, net income of $9.6M, an operating margin of 24.9%. Top institutional holders of SMA by reported 13-F value include BlackRock,, GOLDMAN SACHS GROUP, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. SMA trades on the NYSE exchange and files with the SEC under CIK 1585389. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SMA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SmartStop Self Storage REIT, Inc. directly from SEC EDGAR. SmartStop Self Storage REIT, Inc.'s 13F Pro composite quality score has ranged between 42 and 54 since 2025, currently 53.7 — an improving long-term trajectory across 10 quarterly and live scoring snapshots.

Revenue

Q1 2026

$65.2M

Net Income

Q1 2026

$9.6M

Free Cash Flow

Q1 2026

$24.2M

Operating Margin

Q1 2026

24.9%

ROIC

Q1 2026

0.7%

D/E Ratio

Q1 2026

0.94

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+66.6% YoY

$281.1MFY 2025

FY18 $80.4MFY20 $124.0MFY21 $168.8MFY25 $281.1M

Net Income

+55.2% YoY

$-8.8MFY 2025

FY18 —FY20 —FY21 $-19.6MFY25 $-8.8M

Operating Income

+258.0% YoY

$59.1MFY 2025

FY18 $16.2MFY20 $-21.1MFY21 $16.5MFY25 $59.1M

EPS (Diluted)

—FY 2025

FY18 —FY20 $-0.10FY21 $-0.04FY25 —

Total Assets

+50.3% YoY

$2.43BFY 2025

FY18 $796.4MFY20 $1.28BFY21 $1.62BFY25 $2.43B

Total Debt

—FY 2025

FY18 —FY20 —FY21 —FY25 —

Op. Cash Flow

+44.6% YoY

$85.0MFY 2025

FY18 $18.4MFY20 $26.8MFY21 $58.8MFY25 $85.0M

Metric	FY 2025	FY 2021	FY 2020	FY 2018	FY 2016	FY 2015
Revenue	$281.1M +66.6%	$168.8M +36.1%	$124.0M +54.2%	$80.4M +77.0%	$45.4M +153.7%	$17.9M
Net Income	$-8.8M +55.2%	$-19.6M	—	—	—	—
Operating Income	$59.1M +258.0%	$16.5M +178.1%	$-21.1M -230.9%	$16.2M +208.3%	$-14.9M -193.7%	$-5.1M
EPS (Diluted)	—	$-0.04 +59.3%	$-0.10	—	—	—
Total Assets	$2.43B +50.3%	$1.62B +26.2%	$1.28B +61.0%	$796.4M +5.8%	$752.6M +289.0%	$193.4M
Total Debt	—	—	—	—	$320.8M +1293.1%	$23.0M
Operating Cash Flow	$85.0M +44.6%	$58.8M +119.5%	$26.8M +45.8%	$18.4M +2199.5%	$-874.5K	—

AI Insight: SMA Financial Trends

Revenue growth stalled at $78M while leverage surged to $1.1B debt, raising sustainability concerns despite recent profitability emergence.

• Revenue grew 32% from Q2 2024 ($59M) to Q1 2026 ($78M), then flatlined; net income turned positive at $10M in Q1 2026 after prior losses.

• Equity compressed from $366M (Q2 2024) to $1,168M (Q1 2026) despite major debt issuance, indicating significant capital structure reorganization.

• Operating income declined from $19M (Q4 2025) to $16M (Q1 2026), reversing prior quarter improvement.

⚠ Debt appeared suddenly at $1,099M in Q1 2026 with no prior disclosure; leverage trajectory and acquisition financing details require clarification.

⚠ Operating cash flow volatile (peaked $52M in Q3 2025, dropped to $8M in Q2 2025); sustainability of $24M run rate unclear.

AI Insight: SMA Ratio Trends

SmartStop's ROIC collapsed from 22.8% in Q1 2025 to 2.9% in Q1 2026, signaling a sharp deterioration in capital efficiency despite modest operating margin recovery.

• ROIC crashed from 22.8% (Q1 2025) to 3.4% (Q2 2025), recovering only to 6.4% (Q4 2025) and 2.9% (Q1 2026)—persistent underperformance.

• Operating margin declined from 29.9% (Q2 2024) to 20.7% (Q1 2026), a 920 basis point erosion over nine quarters.

• Net profit margin swung positive to 12.2% (Q4 2025) and 3.5% (Q1 2026), but ROA remained depressed at 1.6% and 0.5% respectively.

⚠ ROE deteriorated to 3.3% (Q1 2026) vs. historical levels—capital returns to equity holders severely impaired.

⚠ D/E stabilized at 0.94 (Q1 2026 TTM), but with ROIC at 2.6% TTM, leverage no longer supported by earning power.

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Available Research

13F Pro tracks comprehensive data for SmartStop Self Storage REIT, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of SMA

BlackRock, Inc.
$155.7M5,142,310 sh
GOLDMAN SACHS GROUP INC
$103.8M3,427,727 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$84.4M2,787,652 sh
PRINCIPAL FINANCIAL GROUP INC
$78.6M2,596,133 sh
PRUDENTIAL FINANCIAL INC
$71.2M2,353,036 sh
VANGUARD CAPITAL MANAGEMENT LLC
$66.0M2,179,238 sh
STATE STREET CORP
$65.8M2,163,288 sh
GEODE CAPITAL MANAGEMENT, LLC
$43.5M1,435,868 sh
GOLDENTREE ASSET MANAGEMENT LP
$40.2M1,329,575 sh
Nuveen, LLC
$34.7M1,144,690 sh

Fund	Value	Shares
BlackRock, Inc.	$155.7M	5,142,310
GOLDMAN SACHS GROUP INC	$103.8M	3,427,727
VANGUARD PORTFOLIO MANAGEMENT LLC	$84.4M	2,787,652
PRINCIPAL FINANCIAL GROUP INC	$78.6M	2,596,133
PRUDENTIAL FINANCIAL INC	$71.2M	2,353,036
VANGUARD CAPITAL MANAGEMENT LLC	$66.0M	2,179,238
STATE STREET CORP	$65.8M	2,163,288
GEODE CAPITAL MANAGEMENT, LLC	$43.5M	1,435,868
GOLDENTREE ASSET MANAGEMENT LP	$40.2M	1,329,575
Nuveen, LLC	$34.7M	1,144,690

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Is SMA a good stock to buy?

13F Pro's AI-powered analysis of SmartStop Self Storage REIT, Inc. (SMA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SMA are available on the SMA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own SMA?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SMA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SmartStop Self Storage REIT, Inc.'s investment landscape.