SEPTInvestingStart Free

SMA 8-K: Secondary offering

SmartStop Self Storage REIT

Filed with the SEC on · accession 0001193125-26-458612

SMA filed a 8-K (current report) with the SEC on Nov 12, 2026. SmartStop Self Storage REIT entered into forward sale agreements for 9,372,500 shares of common stock at an initial forward sale price of $35.6125 per share, with the underwriters' option exercised in full.

Summary of the filing

SmartStop Self Storage REIT entered into forward sale agreements for 9,372,500 shares of common stock at an initial forward sale price of $35.6125 per share, with the underwriters' option exercised in full. The company will not initially receive proceeds, which are intended to fund investments, acquisitions, and repay debt.

For details, click here →How to read a 8-K →

Key details

Aggregate shares sold by forward sellers to underwritersshares 9.4M
Initial forward sale price per share$36
Additional shares from underwriters' option exerciseshares 1.2M
IssuerSmartStop Self Storage REIT, Inc.
Operating partnershipSmartStop OP, L.P.
Forward purchaserJPMorgan Chase Bank, National Association
Forward purchaserWells Fargo Bank, National Association
Underwriter, forward sellerJ.P. Morgan Securities LLC
Underwriter, forward sellerWells Fargo Securities, LLC
UnderwriterKeyBanc Capital Markets Inc.
UnderwriterBMO Capital Markets Corp.
UnderwriterTruist Securities, Inc.

✦ Ask GOAX AI about this filing — what it means for SMA, what changed since its last filings and what to watch next.

Try it free for 7 days

🔔 Want to stay updated on new SEC filings for SMA?

Click here

Frequently asked questions

What did SMA file with the SEC on Nov 12, 2026?

SMA filed a 8-K (Secondary offering). SmartStop Self Storage REIT entered into forward sale agreements for 9,372,500 shares of common stock at an initial forward sale price of $35.6125 per share, with the underwriters' option exercised in full. The company will not initially receive proceeds, which are intended to fund investments, acquisitions, and repay debt.

What does a secondary offering mean for SMA stock?

New shares dilute existing holders and are often sold at a discount to the market price.

How do I read a 8-K?

A report of a major event, filed within four business days: results, deals, leadership changes, bankruptcy and more. The "Item" number tells you the topic (e.g. 2.02 results, 5.02 executive change, 1.01 new agreement, 1.03 bankruptcy). Exhibits (99.1 press release) usually hold the details.

Why are SEC filings important?

Public companies must tell the SEC about anything that can change their value — results, leadership changes, big deals, new shares, bankruptcy. Filings are the official source, often before the news. A 8-K (current report): A report of a major event, filed within four business days: results, deals, leadership changes, bankruptcy and more.

Other SMA SEC filings

Get alerts when SMA files with the SEC, plus live charts, key levels and news for 13,000+ stocks.

Try SEPT free for 7 days
SMA overviewSMA analysisSMA newsLatest SEC filings