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SmartStop Self Storage REIT, Inc. has multiple institutional investors reporting passive holdings in its common stock. Deutsche Bank AG (via its asset management group) reports beneficial ownership of 2,067,630 shares (6.7%) with shared voting and dispositive power over those shares. RREEF America LLC reports aggregate beneficial ownership of 2,050,555 shares (6.6%) with sole voting power of 1,507,376 shares and sole dispositive power of 942,957 shares. DWS Investments UK Ltd holds 17,075 shares (0.1%). The filings identify the reporting persons and the exact vote/disposition breakdowns, indicating institutional passive positions exceeding the 5% threshold for two filers.
SmartStop Self Storage REIT, Inc. (SMA) reported results for the quarter ended June 30, 2025 showing revenue growth but a quarterly net loss. Total revenues for the three months were $66,816,000 (including $58,156,000 in self-storage rental revenue), and for the six months were $132,264,000. Income from operations for the quarter declined to $10,263,000 from $17,677,000 a year earlier, and the company recorded a quarterly net loss of $4,799,000 and a net loss attributable to common stockholders of $8,362,000. Basic and diluted net loss per share was $0.16 for the quarter and $0.43 for the six months.
On the balance sheet, total assets rose to $2,302,670,000 and total equity increased markedly to $1,302,575,000, driven by an underwritten public offering that generated gross proceeds of approximately $931,500,000 and a large increase in additional paid-in capital to $1,836,662,000. Debt, net decreased to $950,009,000 from $1,317,435,000. Operating cash provided was $18,555,000 for the six months, investing activities used $235,452,000 (including property purchases), and financing provided $230,091,000. The company continues to expand its portfolio and Managed REIT platform while managing capital structure changes.
Registrant: SmartStop Self Storage REIT, Inc. (NYSE: SMA). Report date: August 6, 2025.
Item 2.02: The Company issued a press release announcing financial results for the three and six months ended June 30, 2025; the press release is furnished as Exhibit 99.1 and is incorporated by reference into this Current Report. The filing states that the furnished information is not "filed" for purposes of Section 18 of the Exchange Act and shall not be incorporated by reference into other filings.
Item 9.01 lists Exhibits: 99.1 (press release dated August 6, 2025) and 104 (Cover Page Interactive Data File). The report is signed by James R. Barry, Chief Financial Officer and Treasurer.
Prudential Financial, Inc. filed Amendment No. 1 to Schedule 13G disclosing ownership of 3,467,716 common shares of SmartStop Self Storage REIT, Inc. (symbol "SMA") as of 31 Jul 2025. The position represents 11.2 % of the company鈥檚 outstanding shares, crossing the 5 % reporting threshold under Section 13(d).
The stake is held through two investment-management subsidiaries: PGIM Quantitative Solutions LLC (370,562 shares; 1.2 %) and PGIM, Inc. (3,097,154 shares; 10.0 %). Prudential, classified as a parent holding company/control person, reports shared voting and dispositive power over all shares and no sole authority.
The securities were acquired in the ordinary course of business, and Prudential states they are not intended to change or influence control of the issuer.
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