Español 
Deutsch 
Français 
MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
Smartstop Self Storage REIT Inc (SMA)
USD33.16
-0.03 (-0.09%)
US NYSE Real Estate REIT - Specialty
Address
10 Terrace Road 92694
Ladera Ranch, CA, US
Ladera Ranch, CA, US
CEO
H. Michael Schwartz
Website
smartstopselfstorage.com
IPO
2025-04-02
CIK 1585389 ISIN US83192D4025
Description
As a self-managed real estate investment trust (REIT), SmartStop heavily incorporates technology into its operations. The company is supported by a comprehensive, integrated team of roughly 570 self-storage professionals. Recognized as one of North America's leading self-storage providers, SmartStop continues to grow its portfolio across Canada and within high-potential markets throughout the United States.
News Sentiment (7d)
Based on only 1 article — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary
Loading…
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
USD33.16
-0.03 (-0.09%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
664.8K
Beta
0.55
Float Shares
39.80M
Free Float %
99.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.71% | -0.58% | +1.09% | +0.78% | -1.37% | +4.49% | -11.50% | -1.28% | -1.28% | -1.28% | -1.28% |
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From
To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
Loading histogram data…
Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (9 ratings, all time)
Buy
Price Targets & DCF
Current price
33.16
Low
30.00
-9.5%
Consensus
34.00
+2.5%
Median
35.00
+5.5%
High
37.00
+11.6%
DCF (Unlevered)
88.11
+165.7%
DCF (Levered)
48.18
+45.3%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
80% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 6 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
30.00
-9.5%
|
| Last Quarter | 2 |
33.50
+1.0%
|
| Last Year | 8 |
36.63
+10.5%
|
| All Time | 10 |
36.90
+11.3%
|
Quality scores
Altman Z-Score
0.46
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
-
Revenue growth+18.6% Q1'26: +10,701.4% (vs Q1'25)
-
EPS growth-5.3% Q1'26: +431.4% (vs Q1'25)
-
FCF margin— Q1'26: +31.0% (vs Q1'25)
-
EBIT margin— Q1'26: +30.2% (vs Q1'25)
-
ROIC— Q1'26: +4.0% (vs Q1'25)
-
Share dilution-51.0% Q1'26: -42.8% (vs Q1'25)
-
Debt / EBITDA8.24× Q1'26: 6.25× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 2 EPS Ana. |
Dec 2027 2 Rev. Ana. 3 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
Dec 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|
| Revenue |
281.14M
est: 240.50M (+16.9%)
|
252.87M
248.96M – 257.02M
+5.1% YoY
|
260.77M
256.73M – 265.04M
+3.1% YoY
|
272.25M
268.04M – 276.71M
+4.4% YoY
|
317.80M
312.88M – 323.01M
+16.7% YoY
|
345.60M
340.25M – 351.26M
+8.7% YoY
|
| EBITDA |
133.26M
est: 119.37M (+11.6%)
|
125.51M
123.57M – 127.57M
+5.1% YoY
|
129.43M
127.43M – 131.55M
+3.1% YoY
|
135.13M
133.04M – 137.34M
+4.4% YoY
|
157.73M
155.29M – 160.32M
+16.7% YoY
|
171.53M
168.88M – 174.34M
+8.7% YoY
|
| EBIT |
60.06M
est: 78.45M (-23.4%)
|
82.49M
81.21M – 83.84M
+5.1% YoY
|
85.06M
83.75M – 86.46M
+3.1% YoY
|
88.81M
87.43M – 90.26M
+4.4% YoY
|
103.67M
102.06M – 105.36M
+16.7% YoY
|
112.73M
110.99M – 114.58M
+8.7% YoY
|
| Net Income |
-1.55M
est: -1.69M (+8.4%)
|
19.96M
19.76M – 20.16M
+1,282.2% YoY
|
23.52M
22.77M – 24.06M
+17.8% YoY
|
27.20M
26.65M – 27.78M
+15.6% YoY
|
36.89M
36.15M – 37.68M
+35.7% YoY
|
38.31M
37.54M – 39.13M
+3.8% YoY
|
| SGA |
38.21M
est: 31.50M (+21.3%)
|
33.12M
32.61M – 33.66M
+5.1% YoY
|
34.16M
33.63M – 34.71M
+3.1% YoY
|
35.66M
35.11M – 36.24M
+4.4% YoY
|
41.62M
40.98M – 42.31M
+16.7% YoY
|
45.27M
44.57M – 46.01M
+8.7% YoY
|
| EPS |
-0.19
est: -0.04 (-432.2%)
|
0.42
0.42 – 0.43
+1,282.2% YoY
|
0.50
0.48 – 0.51
+17.8% YoY
|
0.58
0.56 – 0.59
+15.6% YoY
|
0.78
0.76 – 0.80
+35.7% YoY
|
0.81
0.79 – 0.83
+3.8% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-16 | Wells Fargo | Equal Weight | Equal Weight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | C+ | 2/5 | 4/5 | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-05 | C | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-04 | C | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-01 | C | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-30 | C | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-29 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-28 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-27 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-24 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-23 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-22 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-21 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-20 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-17 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-16 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
Owner's Earnings history not available.
Owner alignment
Owner's Earnings TTM
—
OE per share TTM
—
Owner's Yield
—
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
—
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
69
Total invested
137.40M
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
69
-169 vs prev Q
New positions
14
Closed positions
183
Increased
36
Reduced
22
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | 5.91M +710.9K (+13.7%) | 182.97M -12.9M (-6.6%) | 10.67% +1.107 pp | 0.02% -0.001 pp | USD35.73 -13.4% | 3 qtrs — |
| 2 | VANGUARD GROUP INC | 3.58M +2.0M (+122.2%) | 110.67M +50.1M (+82.7%) | 6.45% +3.495 pp | 0.00% +0.001 pp | USD33.34 -7.2% | 3 qtrs — |
| 3 | BLACKROCK, INC. | 3.47M -282.1K (-7.5%) | 107.37M -33.9M (-24.0%) | 6.26% -0.635 pp | 0.00% -0.001 pp | USD36.23 -14.6% | 3 qtrs — |
| 4 | PRUDENTIAL FINANCIAL INC | 2.95M -230.0K (-7.2%) | 91.32M -28.4M (-23.7%) | 5.32% -0.522 pp | 0.11% -0.032 pp | USD36.29 -14.7% | 3 qtrs — |
| 5 | PRINCIPAL FINANCIAL GROUP INC | 2.07M +2.0M (+10,361.9%) | 63.96M +63.2M (+8,499.6%) | 3.73% +3.693 pp | 0.03% +0.032 pp | USD31.00 -0.2% | 2 qtrs — |
| 6 | DEUTSCHE BANK AG\ | 1.82M -154.5K (-7.8%) | 56.33M -18.0M (-24.2%) | 3.28% -0.345 pp | 0.02% -0.007 pp | USD36.23 -14.6% | 3 qtrs — |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 1.41M +218.4K (+18.3%) | 43.76M -1.3M (-2.8%) | 2.55% +0.354 pp | 0.01% 0.000 pp | USD35.65 -13.2% | 3 qtrs — |
| 8 | GOLDENTREE ASSET MANAGEMENT LP | 1.17M -15.7K (-1.3%) | 36.01M -8.4M (-18.9%) | 2.10% -0.068 pp | 1.95% -1.717 pp | USD36.51 -15.3% | 3 qtrs — |
| 9 | STATE STREET CORP | 1.15M +487.8K (+74.1%) | 35.62M +10.8M (+43.2%) | 2.07% +0.858 pp | 0.00% +0.000 pp | USD34.24 -9.6% | 3 qtrs — |
| 10 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1.10M +140.2K (+14.6%) | 34.02M -2.1M (-5.8%) | 1.98% +0.221 pp | 0.39% -0.024 pp | USD35.56 -13.0% | 3 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.01M +293.6K (+41.2%) | 31.15M +4.3M (+16.1%) | 1.82% +0.506 pp | 0.00% +0.000 pp | USD34.75 -11.0% | 3 qtrs — |
| 12 | ABRDN PLC | 966.9K +149.4K (+18.3%) | 29.92M -499.8K (-1.6%) | 1.74% +0.242 pp | 0.05% -0.002 pp | USD35.93 -13.9% | 3 qtrs — |
| 13 | RUSSELL INVESTMENTS GROUP, LTD. | 836.3K -58.4K (-6.5%) | 25.87M -7.8M (-23.2%) | 1.51% -0.135 pp | 0.03% -0.010 pp | USD36.28 -14.7% | 3 qtrs — |
| 14 | GOLDMAN SACHS GROUP INC | 795.7K +178.7K (+29.0%) | 24.62M +1.4M (+6.0%) | 1.44% +0.302 pp | 0.00% +0.000 pp | USD35.09 -11.8% | 3 qtrs — |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 794.3K -28.4K (-3.5%) | 24.58M -6.4M (-20.6%) | 1.43% -0.079 pp | 0.01% -0.002 pp | USD36.23 -14.6% | 3 qtrs — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 786.6K +331.7K (+72.9%) | 24.34M +7.2M (+42.1%) | 1.42% +0.583 pp | 0.00% +0.001 pp | USD34.02 -9.1% | 3 qtrs — |
| 17 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 785.6K -124.8K (-13.7%) | 24.31M -10.0M (-29.1%) | 1.42% -0.256 pp | 0.17% -0.060 pp | USD37.64 -17.8% | 2 qtrs — |
| 18 | AMERICAN CENTURY COMPANIES INC | 645.7K -85.6K (-11.7%) | 19.98M -7.5M (-27.4%) | 1.16% -0.179 pp | 0.01% -0.004 pp | USD36.34 -14.9% | 3 qtrs — |
| 19 | ZIMMER PARTNERS, LP | 631.5K -221.2K (-25.9%) | 19.54M -12.6M (-39.1%) | 1.14% -0.428 pp | 0.51% -0.178 pp | USD36.25 -14.6% | 3 qtrs — |
| 20 | NUVEEN, LLC | 543.1K +335.1K (+161.1%) | 16.80M +9.0M (+114.6%) | 0.98% +0.598 pp | 0.00% +0.002 pp | USD32.97 -6.2% | 3 qtrs — |
| 21 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 522.8K +522.8K (+100.0%) | 16.17M +16.2M (+100.0%) | 0.94% +0.943 pp | 0.02% +0.019 pp | USD30.94 +0.0% | 1 qtrs NEW |
| 22 | RUSH ISLAND MANAGEMENT, LP | 505.6K +505.6K (+100.0%) | 15.64M +15.6M (+100.0%) | 0.91% +0.912 pp | 0.98% +0.978 pp | USD30.94 +0.0% | 1 qtrs NEW |
| 23 | SCHONFELD STRATEGIC ADVISORS LLC | 505.2K -451.7K (-47.2%) | 15.63M -20.4M (-56.6%) | 0.91% -0.847 pp | 0.07% -0.135 pp | USD36.90 -16.2% | 3 qtrs — |
| 24 | CETERA INVESTMENT ADVISERS | 447.1K +299.9K (+203.8%) | 13.83M +8.3M (+149.7%) | 0.81% +0.536 pp | 0.02% +0.009 pp | USD32.71 -5.4% | 3 qtrs — |
| 25 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 445.4K -41.4K (-8.5%) | 13.78M -4.5M (-24.8%) | 0.80% -0.091 pp | 0.01% -0.003 pp | USD36.23 -14.6% | 3 qtrs — |
| 26 | SCHRODER INVESTMENT MANAGEMENT GROUP | 424.7K -5.8K (-1.4%) | 13.27M -2.7M (-17.0%) | 0.77% -0.025 pp | 0.01% -0.002 pp | USD37.64 -17.8% | 2 qtrs — |
| 27 | JPMORGAN CHASE & CO | 423.7K +134.4K (+46.5%) | 13.11M +2.2M (+20.4%) | 0.76% +0.233 pp | 0.00% +0.000 pp | USD35.22 -12.2% | 3 qtrs — |
| 28 | JANUS HENDERSON GROUP PLC | 412.1K +49.8K (+13.8%) | 12.75M -885.6K (-6.5%) | 0.74% +0.078 pp | 0.01% -0.001 pp | USD35.64 -13.2% | 3 qtrs — |
| 29 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 371.8K +136.4K (+57.9%) | 11.50M +2.6M (+29.8%) | 0.67% +0.238 pp | 0.17% +0.043 pp | USD34.29 -9.8% | 3 qtrs — |
| 30 | BROOKFIELD CORP /ON/ | 318.7K +144.5K (+83.0%) | 9.86M +3.3M (+50.4%) | 0.58% +0.255 pp | 0.01% +0.005 pp | USD33.83 -8.5% | 3 qtrs — |
| 31 | NORTHERN TRUST CORP | 313.4K +43.3K (+16.0%) | 9.70M -469.2K (-4.6%) | 0.57% +0.069 pp | 0.00% 0.000 pp | USD35.68 -13.3% | 3 qtrs — |
| 32 | APG ASSET MANAGEMENT US INC. | 293.4K +293.4K (+100.0%) | 9.08M +9.1M (+100.0%) | 0.53% +0.529 pp | 0.07% +0.071 pp | USD30.94 +0.0% | 1 qtrs NEW |
| 33 | DAIWA SECURITIES GROUP INC. | 288.5K -57.2K (-16.5%) | 8.93M -4.1M (-31.4%) | 0.52% -0.115 pp | 0.03% -0.015 pp | USD36.36 -14.9% | 3 qtrs — |
| 34 | MILLENNIUM MANAGEMENT LLC | 283.8K -15.1K (-5.1%) | 8.78M -2.5M (-22.0%) | 0.51% -0.037 pp | 0.00% -0.001 pp | USD36.23 -14.6% | 3 qtrs — |
| 35 | LPL FINANCIAL LLC | 261.5K +240.0K (+1,117.1%) | 8.09M +7.3M (+900.5%) | 0.47% +0.432 pp | 0.00% +0.002 pp | USD31.37 -1.4% | 3 qtrs — |
| 36 | BURKEHILL GLOBAL MANAGEMENT, LP | 250.0K +— (+0.0%) | 7.74M -1.7M (-17.8%) | 0.45% -0.008 pp | 0.51% -0.025 pp | USD36.23 -14.6% | 3 qtrs — |
| 37 | HUDSON BAY CAPITAL MANAGEMENT LP | 225.8K +225.8K (+100.0%) | 6.98M +7.0M (+100.0%) | 0.41% +0.407 pp | 0.02% +0.023 pp | USD30.94 +0.0% | 3 qtrs — |
| 38 | CHILTON CAPITAL MANAGEMENT LLC | 212.0K +4.1K (+2.0%) | 6.59M -1.3M (-16.1%) | 0.38% +0.000 pp | 0.23% -0.037 pp | USD36.13 -14.4% | 3 qtrs — |
| 39 | CI INVESTMENTS INC. | 205.2K +45.2K (+28.2%) | 6.35M +326.1K (+5.4%) | 0.37% +0.076 pp | 0.03% +0.006 pp | USD35.07 -11.8% | 3 qtrs — |
| 40 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 200.0K +136.0K (+212.5%) | 6.19M +3.8M (+156.9%) | 0.36% +0.243 pp | 0.19% +0.113 pp | USD32.63 -5.2% | 3 qtrs — |
| 41 | UBS GROUP AG | 193.7K -66.1K (-25.4%) | 5.99M -3.8M (-38.7%) | 0.35% -0.128 pp | 0.00% -0.001 pp | USD36.23 -14.6% | 3 qtrs — |
| 42 | PICTON MAHONEY ASSET MANAGEMENT | 187.3K +5.2K (+2.9%) | 5.80M -1.1M (-15.5%) | 0.34% +0.003 pp | 0.04% -0.017 pp | USD36.69 -15.7% | 3 qtrs — |
| 43 | CLEARBRIDGE INVESTMENTS, LLC | 184.0K -15.0K (-7.5%) | 5.69M -1.8M (-24.0%) | 0.33% -0.034 pp | 0.00% -0.001 pp | USD36.26 -14.7% | 3 qtrs — |
| 44 | KESTRA ADVISORY SERVICES, LLC | 182.7K +164.8K (+918.8%) | 5.65M +5.0M (+737.5%) | 0.33% +0.297 pp | 0.02% +0.020 pp | USD31.46 -1.7% | 3 qtrs — |
| 45 | BANK OF NEW YORK MELLON CORP | 172.9K +78.3K (+82.8%) | 5.35M +1.8M (+50.2%) | 0.31% +0.138 pp | 0.00% +0.000 pp | USD34.01 -9.0% | 3 qtrs — |
| 46 | POLYMER CAPITAL MANAGEMENT (US) LLC | 171.1K +— (+0.0%) | 5.30M -1.1M (-17.8%) | 0.31% -0.006 pp | 0.56% -0.126 pp | USD36.23 -14.6% | 3 qtrs — |
| 47 | CENTAURUS FINANCIAL, INC. | 167.2K +163.4K (+4,277.2%) | 5.17M +5.0M (+3,492.4%) | 0.30% +0.295 pp | 0.24% +0.230 pp | USD31.09 -0.5% | 2 qtrs — |
| 48 | SEI INVESTMENTS CO | 166.9K +33.7K (+25.2%) | 5.17M +148.0K (+2.9%) | 0.30% +0.056 pp | 0.01% 0.000 pp | USD35.28 -12.3% | 3 qtrs — |
| 49 | MAVERICK CAPITAL LTD | 159.6K +66.0K (+70.5%) | 4.94M +1.4M (+40.1%) | 0.29% +0.116 pp | 0.05% +0.006 pp | USD34.04 -9.1% | 3 qtrs — |
| 50 | PEREGRINE CAPITAL MANAGEMENT LLC | 157.2K +7.9K (+5.3%) | 4.86M -754.8K (-13.4%) | 0.28% +0.009 pp | 0.15% -0.020 pp | USD35.96 -14.0% | 3 qtrs — |
| 51 | FREESTONE GROVE PARTNERS LP | 148.3K -20.3K (-12.1%) | 4.59M -1.8M (-27.7%) | 0.27% -0.042 pp | 0.03% -0.014 pp | USD36.41 -15.0% | 3 qtrs — |
| 52 | BANK OF AMERICA CORP /DE/ | 145.1K -66.9K (-31.6%) | 4.49M -3.5M (-43.7%) | 0.26% -0.128 pp | 0.00% 0.000 pp | USD36.65 -15.6% | 3 qtrs — |
| 53 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 144.3K +144.3K (+100.0%) | 4.47M +4.5M (+100.0%) | 0.26% +0.260 pp | 0.05% +0.054 pp | USD30.94 +0.0% | 1 qtrs NEW |
| 54 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 137.6K +137.6K (+100.0%) | 4.26M +4.3M (+100.0%) | 0.25% +0.248 pp | 0.07% +0.066 pp | USD30.94 +0.0% | 1 qtrs NEW |
| 55 | COMMONWEALTH EQUITY SERVICES, LLC | 135.6K +135.6K (+100.0%) | 4.20M +4.2M (+100.0%) | 0.24% +0.245 pp | 0.01% +0.006 pp | USD30.94 +0.0% | 1 qtrs NEW |
| 56 | MORGAN STANLEY | 135.0K +22.8K (+20.3%) | 4.18M -45.4K (-1.1%) | 0.24% +0.037 pp | 0.00% +0.000 pp | USD36.05 -14.2% | 3 qtrs — |
| 57 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 131.1K +124.5K (+1,872.1%) | 4.06M +3.8M (+1,522.8%) | 0.24% +0.224 pp | 0.01% +0.010 pp | USD31.21 -0.9% | 3 qtrs — |
| 58 | GSI CAPITAL ADVISORS LLC | 124.9K -72.5K (-36.7%) | 3.86M -3.6M (-48.0%) | 0.23% -0.138 pp | 2.16% -2.035 pp | USD36.83 -16.0% | 3 qtrs — |
| 59 | MERIT FINANCIAL GROUP, LLC | 115.0K +115.0K (+100.0%) | 3.56M +3.6M (+100.0%) | 0.21% +0.207 pp | 0.03% +0.029 pp | USD30.94 +0.0% | 1 qtrs NEW |
| 60 | OVERSEA-CHINESE BANKING CORP LTD | 108.3K +30.2K (+38.6%) | 3.35M +409.7K (+13.9%) | 0.20% +0.052 pp | 0.09% +0.016 pp | USD34.76 -11.0% | 3 qtrs — |
| 61 | 1832 ASSET MANAGEMENT L.P. | 105.1K -76.2K (-42.0%) | 3.25M -3.6M (-52.4%) | 0.19% -0.144 pp | 0.00% -0.003 pp | USD37.64 -17.8% | 2 qtrs — |
| 62 | WALLEYE CAPITAL LLC | 105.0K -75.4K (-41.8%) | 3.25M -3.5M (-52.1%) | 0.19% -0.142 pp | 0.01% -0.016 pp | USD37.34 -17.1% | 3 qtrs — |
| 63 | STRS OHIO | 103.5K +2.6K (+2.6%) | 3.20M -595.6K (-15.7%) | 0.19% +0.001 pp | 0.01% -0.002 pp | USD36.10 -14.3% | 3 qtrs — |
| 64 | ENVESTNET ASSET MANAGEMENT INC | 102.3K -4.0K (-3.8%) | 3.16M -836.7K (-20.9%) | 0.18% -0.011 pp | 0.00% 0.000 pp | USD36.28 -14.7% | 3 qtrs — |
| 65 | GHISALLO CAPITAL MANAGEMENT LLC | 100.0K -200.0K (-66.7%) | 3.09M -8.2M (-72.6%) | 0.18% -0.371 pp | 0.14% -0.231 pp | USD36.23 -14.6% | 3 qtrs — |
| 66 | FRANKLIN RESOURCES INC | 96.0K +39.8K (+70.9%) | 2.97M +855.4K (+40.5%) | 0.17% +0.070 pp | 0.00% +0.000 pp | USD34.05 -9.1% | 3 qtrs — |
| 67 | CHOREO, LLC | 93.7K +93.7K (+100.0%) | 2.94M +2.9M (+100.0%) | 0.17% +0.169 pp | 0.04% +0.038 pp | USD30.94 +0.0% | 1 qtrs NEW |
| 68 | RAYMOND JAMES FINANCIAL INC | 94.2K +11.0K (+13.2%) | 2.91M -218.5K (-7.0%) | 0.17% +0.017 pp | 0.00% 0.000 pp | USD36.85 -16.0% | 3 qtrs — |
| 69 | MAN GROUP PLC | 87.1K +87.1K (+100.0%) | 2.69M +2.7M (+100.0%) | 0.16% +0.157 pp | 0.00% +0.005 pp | USD30.94 +0.0% | 1 qtrs NEW |
| 70 | NOMURA ASSET MANAGEMENT CO LTD | 82.6K +37.6K (+83.5%) | 2.56M +861.7K (+50.9%) | 0.15% +0.066 pp | 0.01% +0.002 pp | USD34.59 -10.6% | 2 qtrs — |
| 71 | ASSET MANAGEMENT ONE CO., LTD. | 76.8K +33.2K (+76.0%) | 2.40M +757.5K (+46.1%) | 0.14% +0.058 pp | 0.01% +0.002 pp | USD34.66 -10.7% | 3 qtrs — |
| 72 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 67.4K +67.4K (+100.0%) | 2.09M +2.1M (+100.0%) | 0.12% +0.122 pp | 0.01% +0.007 pp | USD30.94 +0.0% | 1 qtrs NEW |
| 73 | WELLS FARGO & COMPANY/MN | 66.6K +40.4K (+153.8%) | 2.06M +1.1M (+108.6%) | 0.12% +0.072 pp | 0.00% +0.000 pp | USD33.15 -6.7% | 3 qtrs — |
| 74 | SEQUENT PLANNING LLC | 65.0K +40.3K (+162.9%) | 2.01M +1.1M (+126.3%) | 0.12% +0.072 pp | 0.51% +0.260 pp | USD33.49 -7.6% | 2 qtrs — |
| 75 | SWISS NATIONAL BANK | 61.3K +1.1K (+1.8%) | 1.90M -369.3K (-16.3%) | 0.11% +0.000 pp | 0.00% 0.000 pp | USD37.52 -17.5% | 2 qtrs — |
| 76 | PFG INVESTMENTS, LLC | 57.9K +57.9K (+100.0%) | 1.79M +1.8M (+100.0%) | 0.10% +0.105 pp | 0.08% +0.084 pp | USD30.94 +0.0% | 1 qtrs NEW |
| 77 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 57.4K +23.1K (+67.5%) | 1.78M +486.5K (+37.7%) | 0.10% +0.041 pp | 0.00% +0.000 pp | USD34.94 -11.4% | 2 qtrs — |
| 78 | SQUAREPOINT OPS LLC | 55.9K +55.9K (+100.0%) | 1.73M +1.7M (+100.0%) | 0.10% +0.101 pp | 0.00% +0.002 pp | USD30.94 +0.0% | 1 qtrs NEW |
| 79 | ROYAL BANK OF CANADA | 53.0K +8.2K (+18.4%) | 1.64M -46.0K (-2.7%) | 0.10% +0.013 pp | 0.00% +0.000 pp | USD35.41 -12.6% | 3 qtrs — |
| 80 | AE WEALTH MANAGEMENT LLC | 51.9K +51.9K (+100.0%) | 1.61M +1.6M (+100.0%) | 0.09% +0.094 pp | 0.01% +0.009 pp | USD30.94 +0.0% | 1 qtrs NEW |
| 81 | ADVISORY SERVICES NETWORK, LLC | 49.9K +49.9K (+100.0%) | 1.54M +1.5M (+100.0%) | 0.09% +0.090 pp | 0.02% +0.022 pp | USD30.94 +0.0% | 1 qtrs NEW |
| 82 | CITIGROUP INC | 49.8K +47.5K (+2,020.6%) | 1.54M +1.5M (+1,643.1%) | 0.09% +0.086 pp | 0.00% +0.001 pp | USD31.19 -0.8% | 3 qtrs — |
| 83 | BARCLAYS PLC | 48.6K -11.6K (-19.3%) | 1.50M -763.1K (-33.7%) | 0.09% -0.023 pp | 0.00% 0.000 pp | USD36.23 -14.6% | 3 qtrs — |
| 84 | MML INVESTORS SERVICES, LLC | 46.9K +30.0K (+177.2%) | 1.45M +814.4K (+127.8%) | 0.08% +0.054 pp | 0.00% +0.002 pp | USD33.06 -6.4% | 3 qtrs — |
| 85 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 43.4K +20.4K (+88.8%) | 1.34M +470.3K (+54.3%) | 0.08% +0.036 pp | 0.00% +0.000 pp | USD34.49 -10.3% | 2 qtrs — |
| 86 | CAPTRUST FINANCIAL ADVISORS | 41.5K +36.0K (+650.7%) | 1.28M +1.1M (+517.0%) | 0.07% +0.065 pp | 0.00% +0.002 pp | USD31.83 -2.8% | 2 qtrs — |
| 87 | ADVISOR GROUP HOLDINGS, INC. | 41.2K +39.6K (+2,591.4%) | 1.27M +1.2M (+2,129.0%) | 0.07% +0.071 pp | 0.00% +0.002 pp | USD31.14 -0.6% | 3 qtrs — |
| 88 | BEACON CAPITAL MANAGEMENT, LLC | 41.0K +41.0K (+100.0%) | 1.27M +1.3M (+100.0%) | 0.07% +0.074 pp | 0.20% +0.197 pp | USD30.94 +0.0% | 1 qtrs NEW |
| 89 | ARKADIOS WEALTH ADVISORS | 40.7K +40.7K (+100.0%) | 1.26M +1.3M (+100.0%) | 0.07% +0.073 pp | 0.02% +0.024 pp | USD30.94 +0.0% | 1 qtrs NEW |
| 90 | RHUMBLINE ADVISERS | 38.0K -5.7K (-13.1%) | 1.18M -470.5K (-28.6%) | 0.07% -0.012 pp | 0.00% 0.000 pp | USD36.23 -14.6% | 3 qtrs — |
| 91 | THRIVENT FINANCIAL FOR LUTHERANS | 37.6K +37.6K (+100.0%) | 1.16M +1.2M (+100.0%) | 0.07% +0.068 pp | 0.00% +0.002 pp | USD30.94 +0.0% | 1 qtrs NEW |
| 92 | — | 35.0K +35.0K (+100.0%) | 1.08M +1.1M (+100.0%) | 0.06% +0.063 pp | 0.77% +0.766 pp | USD30.94 +0.0% | 1 qtrs NEW |
| 93 | BLUE SKY CAPITAL CONSULTANTS GROUP, INC. | 34.4K +34.4K (+100.0%) | 1.06M +1.1M (+100.0%) | 0.06% +0.062 pp | 0.46% +0.462 pp | USD30.94 +0.0% | 1 qtrs NEW |
| 94 | XTX TOPCO LTD | 34.2K +34.2K (+100.0%) | 1.06M +1.1M (+100.0%) | 0.06% +0.062 pp | 0.03% +0.028 pp | USD30.94 +0.0% | 1 qtrs NEW |
| 95 | ALLIANCEBERNSTEIN L.P. | 32.7K +3.9K (+13.6%) | 1.01M -71.8K (-6.6%) | 0.06% +0.006 pp | 0.00% +0.000 pp | USD35.60 -13.1% | 3 qtrs — |
| 96 | CWM, LLC | 30.5K +26.9K (+758.3%) | 943.0K +809.0K (+603.7%) | 0.06% +0.049 pp | 0.00% +0.002 pp | USD31.72 -2.5% | 2 qtrs — |
| 97 | OMERS ADMINISTRATION CORP | 30.0K +— (+0.0%) | 928.2K -201.0K (-17.8%) | 0.05% -0.001 pp | 0.01% -0.002 pp | USD36.23 -14.6% | 3 qtrs — |
| 98 | LEGAL & GENERAL GROUP PLC | 29.9K -70.0 (-0.2%) | 925.3K -203.0K (-18.0%) | 0.05% -0.001 pp | 0.00% +0.000 pp | USD36.23 -14.6% | 3 qtrs — |
| 99 | J.W. COLE ADVISORS, INC. | 32.8K +32.8K (+100.0%) | 521.8K +521.8K (+100.0%) | 0.06% +0.059 pp | 0.01% +0.013 pp | USD30.94 +0.0% | 1 qtrs NEW |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 90 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | SRH REIT Covered Call ETF SRHR | 4.03% | 1.92M | 0.75% |
| 2 | Cohen & Steers Real Estate Active ETF CSRE | 1.71% | 1.79M | 0.70% |
| 3 | Nuveen Short-Term REIT NURE | 1.54% | 543.9K | 0.35% |
| 4 | Principal Real Estate Active Opportunities ETF BYRE | 1.38% | 365.4K | 0.60% |
| 5 | JPMorgan Realty Income ETF JPRE | 0.92% | 4.44M | 0.50% |
| 6 | Pacer Industrial Real Estate ETF INDS | 0.75% | 871.2K | 0.49% |
| 7 | iShares Residential and Multisector Real Estate ETF REZ | 0.37% | 3.27M | 0.48% |
| 8 | State Street SPDR Dow Jones REIT ETF RWR | 0.17% | 3.17M | 0.25% |
| 9 | Innovator U.S. Small Cap Managed Floor ETF RFLR | 0.16% | 141.7K | 0.89% |
| 10 | iShares Core U.S. REIT ETF USRT | 0.15% | 6.68M | 0.08% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
1
Shares acquired
—
Shares disposed
425.00
Cash buys
—
Cash sales
1.00
Net activity
-425
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | Mueller David J | Director | S-Sale | D | Common Stock | 425 | 31.78 | 13.5K | 6,340 | D | ↗ |
| 2026-03-25 | Terjung Michael O | Officer | A-Award | A | Long-Term Incentive Plan Units | 4,262 | 0.00 | — | 19,779 | D | ↗ |
| 2026-03-25 | Schwartz H. Michael | Director / Officer | A-Award | A | Long-Term Incentive Plan Units | 64,775 | 0.00 | — | 298,566 | I | ↗ |
| 2026-03-25 | Robinson Joseph H | Officer | A-Award | A | Long-Term Incentive Plan Units | 7,245 | 0.00 | — | 31,964 | D | ↗ |
| 2026-03-25 | Look Nicholas | Officer | A-Award | A | Long-Term Incentive Plan Units | 6,392 | 0.00 | — | 15,908 | D | ↗ |
| 2026-03-25 | Johnson Wayne | Director / Officer | A-Award | A | Long-Term Incentive Plan Units | 5,967 | 0.00 | — | 32,807 | D | ↗ |
| 2026-03-25 | Barry James R. | Officer | A-Award | A | Long-Term Incentive Plan Units | 7,501 | 0.00 | — | 32,070 | D | ↗ |
| 2026-03-16 | Mueller David J | Director | S-Sale | D | Common Stock | 425 | 32.81 | 13.9K | 6,766 | D | ↗ |
| 2025-11-17 | Schwartz H. Michael | Director / Officer | P-Purchase | A | Common Stock | 6,250 | 31.71 | 198.2K | 24,250 | I | ↗ |
| 2025-11-14 | Look Nicholas | Officer | S-Sale | D | Common Stock | 458 | 32.85 | 15.0K | 1,613 | D | ↗ |
| 2025-11-11 | Barry James R. | Officer | P-Purchase | A | Common Stock | 600 | 33.55 | 20.1K | 3,375 | D | ↗ |
| 2025-07-15 | Gotcheva Lora A. | Director | A-Award | A | Restricted Stock Units | 2,786 | 0.00 | — | 2,786 | D | ↗ |
| 2025-07-10 | Gotcheva Lora A. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-06-24 | Perry Harold | Director | A-Award | A | Long-Term Incentive Plan Units | 2,814 | 0.00 | — | 5,794 | D | ↗ |
| 2025-06-24 | Mueller David J | Director | A-Award | A | Long-Term Incentive Plan Units | 2,814 | 0.00 | — | 7,234 | D | ↗ |
| 2025-06-24 | Morris Timothy S. | Director | A-Award | A | Common Stock | 2,688 | 0.00 | — | 2,688 | D | ↗ |
| 2025-06-24 | Mathews Paula M. | Director | A-Award | A | Long-Term Incentive Plan Units | 2,814 | 0.00 | — | 7,234 | I | ↗ |
| 2025-04-03 | Schwartz H. Michael | Director / Officer | P-Purchase | A | Common Stock | 18,000 | 30.00 | 540.0K | 18,000 | I | ↗ |
| 2025-04-02 | Terjung Michael O | Officer | A-Award | A | Long- Term Incentive Plan Units | 9,424 | 0.00 | — | 9,424 | D | ↗ |
| 2025-04-02 | Robinson Joseph H | Officer | P-Purchase | A | Common Stock | 500 | 30.00 | 15.0K | 500 | D | ↗ |
| 2025-04-02 | Perry Harold | Director | P-Purchase | A | Common Stock | 3,000 | 30.00 | 90.0K | 3,000 | D | ↗ |
| 2025-04-02 | Mueller David J | Director | A-Award | A | Long-Term Incentive Plan Units | 1,920 | 0.00 | — | 1,920 | D | ↗ |
| 2025-04-02 | Morris Timothy S. | Director | A-Award | A | Class A Common Stock | 1,833 | 0.00 | — | 1,833 | D | ↗ |
| 2025-04-02 | Mathews Paula M. | Director | A-Award | A | Long-Term Incentive Plan Units | 1,920 | 0.00 | — | 1,920 | I | ↗ |
| 2025-04-02 | Look Nicholas | Officer | P-Purchase | A | Common Stock | 1,000 | 30.00 | 30.0K | 1,000 | D | ↗ |
| 2025-04-02 | Johnson Wayne | Officer | A-Award | A | Long- Term Incentive Plan Units | 9,424 | 0.00 | — | 9,424 | D | ↗ |
| 2025-04-02 | Barry James R. | Officer | A-Award | A | Long- Term Incentive Plan Units | 9,424 | 0.00 | — | 9,424 | D | ↗ |
| 2025-04-01 | Terjung Michael O | Officer | A-Award | A | Long- Term Incentive Plan Units | 19,895 | 0.00 | — | 19,895 | D | ↗ |
| 2025-04-01 | Robinson Joseph H | Officer | A-Award | A | Long-Term Incentive Plan Units | 19,895 | 0.00 | — | 19,895 | D | ↗ |
| 2025-04-01 | Perry Harold | Director | A-Award | A | Long-Term Incentive Plan Units | 7,678 | 0.00 | — | 7,678 | D | ↗ |
| 2025-04-01 | Mueller David J | Director | A-Award | A | Long-Term Incentive Plan Units | 7,678 | 0.00 | — | 7,678 | D | ↗ |
| 2025-04-01 | Morris Timothy S. | Director | A-Award | A | Class A Common Stock | 7,333 | 0.00 | — | 7,333 | D | ↗ |
| 2025-04-01 | Mathews Paula M. | Director | A-Award | A | Long-Term Incentive Plan Units | 7,678 | 0.00 | — | 7,678 | I | ↗ |
| 2025-04-01 | Look Nicholas | Officer | A-Award | A | Long- Term Incentive Plan Units | 19,895 | 0.00 | — | 19,895 | D | ↗ |
| 2025-04-01 | Johnson Wayne | Officer | A-Award | A | Long- Term Incentive Plan Units | 19,895 | 0.00 | — | 19,895 | D | ↗ |
| 2025-04-01 | Barry James R. | Officer | A-Award | A | Long-Term Incentive Plan Units | 19,895 | 0.00 | — | 19,895 | D | ↗ |
| 2014-12-05 | Sullivan Thomas Joseph | Director / Officer | D-Return | D | Option | 300,000 | 7.69 | 2.31M | 0 | — | ↗ |
| 2014-12-05 | REYNOLDS CRAIG B | Director | D-Return | D | Common Stock | 104,774 | 9.27 | 971.3K | 0 | — | ↗ |
| 2014-12-05 | Hite Fred | Officer | D-Return | D | Common Stock | 281,683 | 9.27 | 2.61M | 0 | — | ↗ |
| 2014-12-05 | DEUSTER ROBERT G | Director | D-Return | D | Common Stock | 75,874 | 9.27 | 703.4K | 0 | — | ↗ |
| 2014-04-03 | Sullivan Thomas Joseph | Director / Officer | S-Sale | D | Common Stock | 35,000 | 9.69 | 339.1K | 291,206 | — | ↗ |
| 2014-02-27 | Hite Fred | Officer | S-Sale | D | Common Stock | 5,000 | 10.45 | 52.3K | 228,445 | — | ↗ |
| 2014-02-26 | Hite Fred | Officer | S-Sale | D | common stock | 100 | 10.48 | 1.0K | 256,755 | — | ↗ |
| 2014-02-25 | Hite Fred | Officer | S-Sale | D | Common Stock | 400 | 10.46 | 4.2K | 256,855 | — | ↗ |
| 2014-02-24 | Sullivan Thomas Joseph | Director / Officer | A-Award | A | Common Stock | 14,510 | 0.00 | — | 326,206 | — | ↗ |
| 2014-02-13 | Sullivan Thomas Joseph | Director / Officer | A-Award | A | Common Stock | 70,933 | 0.00 | — | 311,696 | — | ↗ |
| 2014-02-13 | REYNOLDS CRAIG B | Director | A-Award | A | Common Stock | 13,889 | 0.00 | — | 104,774 | — | ↗ |
| 2014-02-13 | Hite Fred | Officer | A-Award | A | Common Stock | 40,377 | 0.00 | — | 228,445 | — | ↗ |
| 2014-02-13 | DEUSTER ROBERT G | Director | A-Award | A | Common Stock | 13,889 | 0.00 | — | 75,874 | — | ↗ |
| 2014-01-17 | Hite Fred | Officer | F-InKind | D | Common Stock | 1,821 | 9.68 | 17.6K | 188,068 | — | ↗ |
| 2014-01-06 | Sullivan Thomas Joseph | Director / Officer | F-InKind | D | Common Stock | 7,706 | 9.84 | 75.8K | 240,763 | — | ↗ |
| 2013-12-23 | Sullivan Thomas Joseph | Director / Officer | F-InKind | D | Common Stock | 15,469 | 9.27 | 143.4K | 248,469 | — | ↗ |
| 2013-12-23 | Hite Fred | Officer | F-InKind | D | Common Stock | 4,650 | 9.27 | 43.1K | 189,889 | — | ↗ |
| 2013-03-01 | Hite Fred | Officer | S-Sale | D | Common Stock | 17,474 | 10.50 | 183.5K | 194,539 | — | ↗ |
| 2013-02-21 | Sullivan Thomas Joseph | Director / Officer | A-Award | A | Common Stock | 13,900 | 0.00 | — | 186,718 | — | ↗ |
| 2013-02-21 | Hite Fred | Officer | A-Award | A | Common Stock | 63,024 | 0.00 | — | 212,013 | — | ↗ |
| 2013-02-12 | REYNOLDS CRAIG B | Director | A-Award | A | Common Stock | 13,146 | 0.00 | — | 90,885 | — | ↗ |
| 2013-02-12 | DEUSTER ROBERT G | Director | A-Award | A | Common Stock | 13,146 | 0.00 | — | 61,985 | — | ↗ |
| 2013-02-01 | Hite Fred | Officer | F-InKind | D | Common Stock | 6,369 | 0.00 | — | 148,989 | — | ↗ |
| 2013-01-17 | Sullivan Thomas Joseph | Director / Officer | F-InKind | D | Common Stock | 11,810 | 10.85 | 128.1K | 172,818 | — | ↗ |
| 2013-01-17 | Hite Fred | Officer | F-InKind | D | Common Stock | 1,821 | 10.85 | 19.8K | 155,358 | — | ↗ |
| 2012-12-21 | Hite Fred | Officer | F-InKind | D | Common Stock | 6,257 | 0.00 | — | 157,179 | — | ↗ |
| 2012-07-27 | Sullivan Thomas Joseph | Director / Officer | A-Award | A | Option | 300,000 | 7.69 | 2.31M | 300,000 | — | ↗ |
| 2012-06-01 | Sullivan Thomas Joseph | Director / Officer | J-Other | A | Common Stock | 750 | 7.35 | 5.5K | 183,128 | — | ↗ |
| 2012-05-31 | Sullivan Thomas Joseph | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2012-05-04 | Sullivan Thomas Joseph | Director / Officer | A-Award | A | Common Stock | 19,090 | 0.00 | — | 182,378 | — | ↗ |
| 2012-04-06 | REYNOLDS CRAIG B | Director | A-Award | A | Common Stock | 18,018 | 0.00 | — | 77,739 | — | ↗ |
| 2012-04-06 | DEUSTER ROBERT G | Director | A-Award | A | Common Stock | 18,018 | 0.00 | — | 48,839 | — | ↗ |
| 2012-02-22 | Sullivan Thomas Joseph | Director / Officer | D-Return | D | Common Stock | 19,090 | 0.00 | — | 163,288 | — | ↗ |
| 2012-02-22 | Hite Fred | Officer | A-Award | A | Common Stock | 15,120 | 0.00 | — | 163,436 | — | ↗ |
| 2012-02-14 | Hite Fred | Officer | J-Other | D | Common Stock | 10,598 | 8.02 | 85.0K | 148,316 | — | ↗ |
| 2012-01-20 | Hite Fred | Officer | F-InKind | D | Common Stock | 1,720 | 7.75 | 13.3K | 158,914 | — | ↗ |
| 2011-12-30 | Sullivan Thomas Joseph | Director / Officer | A-Award | A | Common Stock | 30,864 | 0.00 | — | 182,379 | — | ↗ |
| 2011-12-30 | Hite Fred | Officer | A-Award | A | Common Stock | 18,519 | 0.00 | — | 166,162 | — | ↗ |
| 2011-12-22 | Hite Fred | Officer | F-InKind | D | Common Stock | 5,000 | 8.10 | 40.5K | 147,643 | — | ↗ |
| 2011-01-31 | Hite Fred | Officer | A-Award | A | Common Stock | 40,000 | 0.00 | — | 152,643 | — | ↗ |
| 2011-01-28 | REYNOLDS CRAIG B | Director | A-Award | A | Common Stock | 14,721 | 0.00 | — | 59,721 | — | ↗ |
| 2011-01-28 | DEUSTER ROBERT G | Director | A-Award | A | Common Stock | 14,721 | 0.00 | — | 30,821 | — | ↗ |
| 2011-01-17 | Sullivan Thomas Joseph | Director / Officer | A-Award | A | Common Stock | 151,515 | 0.00 | — | 151,515 | — | ↗ |
| 2011-01-17 | Hite Fred | Officer | A-Award | D | Common Stock | 15,152 | 0.00 | — | 95,893 | — | ↗ |
| 2010-05-10 | Hite Fred | Officer | A-Award | D | Common Stock | 16,750 | 0.00 | — | 97,491 | — | ↗ |
| 2010-03-29 | REYNOLDS CRAIG B | Director | P-Purchase | A | Common Stock | 2,800 | 9.33 | 26.1K | 45,000 | — | ↗ |
| 2010-01-07 | Hite Fred | Officer | F-InKind | D | Common Stock | 3,702 | 8.30 | 30.7K | 80,741 | — | ↗ |
| 2010-01-01 | REYNOLDS CRAIG B | Director | A-Award | A | Common Stock | 7,400 | 0.00 | — | 42,200 | — | ↗ |
| 2010-01-01 | DEUSTER ROBERT G | Director | A-Award | A | Common Stock | 7,400 | 0.00 | — | 16,100 | — | ↗ |
| 2009-08-26 | DEUSTER ROBERT G | Director | P-Purchase | A | Common Stock | 5,000 | 10.77 | 53.9K | 8,700 | — | ↗ |
| 2009-07-30 | DEUSTER ROBERT G | Director | A-Award | A | Common Stock | 3,700 | 0.00 | — | 3,700 | — | ↗ |
| 2009-06-22 | ORESMAN STEPHEN B | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-06-22 | DEUSTER ROBERT G | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-03-11 | REYNOLDS CRAIG B | Director | P-Purchase | A | Common Stock | 20,000 | 4.99 | 99.8K | 34,800 | — | ↗ |
| 2009-03-06 | Hite Fred | Officer | P-Purchase | A | Common Stock | 1,823 | 4.23 | 7.7K | 89,025 | — | ↗ |
| 2009-01-01 | REYNOLDS CRAIG B | Director | A-Award | A | Common Stock | 7,400 | 0.00 | 0.74 | 14,800 | — | ↗ |
| 2009-01-01 | ORESMAN STEPHEN B | Director | A-Award | A | Common Stock | 7,400 | 0.00 | 0.74 | 21,167 | — | ↗ |
| 2009-01-01 | Hite Fred | Officer | F-InKind | D | Common Stock | 2,674 | 7.97 | 21.3K | 84,443 | — | ↗ |
| 2008-08-12 | Hite Fred | Officer | S-Sale | D | Common Stock | 1,800 | 18.00 | 32.4K | 84,750 | — | ↗ |
| 2008-08-11 | Hite Fred | Officer | M-Exempt | D | 2003 Stock Option Plan (Right to Buy) | 18,200 | 4.83 | 87.9K | 31,111 | — | ↗ |
| 2008-05-23 | REYNOLDS CRAIG B | Director | A-Award | A | Common Stock | 3,700 | 0.00 | 0.37 | 7,400 | — | ↗ |
| 2008-05-23 | ORESMAN STEPHEN B | Director | A-Award | A | Common Stock | 3,700 | 0.00 | 0.37 | 13,767 | — | ↗ |
| 2008-05-23 | Hite Fred | Officer | A-Award | A | Common Stock | 60,000 | 0.00 | 6.00 | 84,750 | — | ↗ |
| 2008-01-14 | REYNOLDS CRAIG B | Director | A-Award | A | Common Stock | 3,700 | 0.00 | 0.37 | 3,700 | — | ↗ |
| 2008-01-04 | REYNOLDS CRAIG B | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2008-01-01 | ORESMAN STEPHEN B | Director | A-Award | A | Common Stock | 3,700 | 0.00 | 0.37 | 10,067 | — | ↗ |
| 2007-05-03 | Hite Fred | Officer | A-Award | A | Common Stock | 12,000 | 0.00 | 1.20 | 24,750 | — | ↗ |
| 2007-02-09 | ORESMAN STEPHEN B | Director | A-Award | A | Common Stock | 3,700 | 0.00 | 0.37 | 6,367 | — | ↗ |
| 2006-07-31 | Miclot Andrew | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | 1.00 | 58,732 | — | ↗ |
| 2006-07-31 | Hite Fred | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | 1.00 | 12,750 | — | ↗ |
| 2006-03-20 | Miclot Andrew | Officer | S-Sale | D | Common Stock | 200 | 21.56 | 4.3K | 59,032 | — | ↗ |
| 2006-02-21 | Miclot Andrew | Officer | M-Exempt | A | 2003 Stock Option Plan (Right to Buy) | 6,517 | 3.04 | 19.8K | 6,517 | — | ↗ |
| 2006-02-21 | Hite Fred | Officer | S-Sale | D | Common Stock | 5,000 | 22.77 | 113.9K | 2,750 | — | ↗ |
| 2006-02-15 | ORESMAN STEPHEN B | Director | A-Award | A | Common Stock | 1,000 | 0.00 | 0.10 | 2,667 | — | ↗ |
| 2005-09-15 | Miclot Andrew | Officer | S-Sale | D | Common Stock | 101 | 23.16 | 2.3K | 77,894 | — | ↗ |
| 2005-07-22 | Miclot Andrew | Officer | M-Exempt | A | Common Stock | 13,034 | 3.04 | 39.6K | 139,760 | — | ↗ |
| 2005-07-22 | Hite Fred | Officer | M-Exempt | D | Stock Option (Right to Buy) | 18,100 | 4.83 | 87.4K | 54,311 | — | ↗ |
| 2005-05-16 | Miclot Andrew | Officer | A-Award | A | Common Stock | 2,000 | 0.00 | — | 125,976 | — | ↗ |
| 2005-05-16 | Hite Fred | Officer | A-Award | A | Common Stock | 2,000 | 0.00 | — | 2,000 | — | ↗ |
| 2005-02-15 | ORESMAN STEPHEN B | Director | A-Award | A | Common Stock | 1,667 | 0.00 | 1.67 | 1,667 | — | ↗ |
| 2004-12-09 | ORESMAN STEPHEN B | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2004-12-09 | Miclot Andrew | Officer | — | D | 2003 Stock Option (Right to Buy) | 26,068 | 3.04 | 79.2K | 0 | — | ↗ |
| 2004-12-09 | Hite Fred | Officer | — | D | 2003 Stock Option Plan (Right to Buy) | 72,410 | 4.83 | 349.7K | 0 | — | ↗ |
| 2004-12-08 | Miclot Andrew | Officer | D-Return | D | Class A Preferred Stock | 194 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
107.2K
Shares Outstanding
39.85M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| H. Michael Schwartz | Founder, President, CEO & Chairman of the Board | 1M | male |
| Joseph H. Robinson | Chief Operations Officer | 533.4K | male |
| Wayne Johnson | Chief Investment Officer & Director | 515.4K | male |
| James R. Barry | Chief Financial Officer & Treasurer | 507.2K | male |
| Michael O. Terjung | Chief Accounting Officer | 492.9K | male |
| Gerald Valle | Senior Vice President of Self Storage Operations | 190.5K | male |
| Nicholas Look | Compliance Officer, General Counsel & Secretary | — | male |
| David Steven Corak | Senior Vice President of Corporate Finance & Strategy | — | male |
ESG Rating
ESG Score History REIT - SPECIALTY
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for SMA
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
