Choreo LLC Makes New $2.94 Million Investment in Smartstop Self Storage REIT Inc $SMA

Key Points

• Choreo LLC acquired a new stake of 93,730 shares in Smartstop Self Storage REIT (NYSE:SMA) valued at approximately $2.94 million, representing about 0.17% ownership at quarter-end.
• Smartstop missed Q (reported) EPS of $0.05 versus a $0.54 consensus, though revenue rose to $78.45 million (up 29.5% YoY); the company set FY2026 guidance of 1.930–2.050 EPS.
• Smartstop declared a monthly dividend of $0.1315 (annualized yield ~5.0%), payable May 15 with an ex-dividend date of April 30.

Choreo LLC acquired a new stake in shares of Smartstop Self Storage REIT Inc (NYSE:SMA - Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund acquired 93,730 shares of the healthcare company's stock, valued at approximately $2,941,000. Choreo LLC owned 0.17% of Smartstop Self Storage REIT at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Mirae Asset Global Investments Co. Ltd. acquired a new position in Smartstop Self Storage REIT during the third quarter valued at $26,000. Raymond James Financial Inc. acquired a new stake in Smartstop Self Storage REIT during the 2nd quarter worth about $35,000. CoreCap Advisors LLC acquired a new stake in Smartstop Self Storage REIT during the 4th quarter worth about $37,000. Canton Hathaway LLC purchased a new position in shares of Smartstop Self Storage REIT during the 4th quarter valued at about $39,000. Finally, Avalon Trust Co purchased a new position in shares of Smartstop Self Storage REIT during the 3rd quarter valued at about $40,000.

Analyst Ratings Changes

A number of analysts have recently commented on SMA shares. Scotiabank upgraded Smartstop Self Storage REIT to a "strong-buy" rating in a research note on Thursday, March 19th. Robert W. Baird reduced their price target on Smartstop Self Storage REIT from $37.00 to $36.00 and set an "outperform" rating for the company in a research report on Wednesday, March 11th. Truist Financial decreased their price target on Smartstop Self Storage REIT from $39.00 to $38.00 and set a "buy" rating for the company in a report on Tuesday, January 20th. JPMorgan Chase & Co. lowered their price objective on Smartstop Self Storage REIT from $35.00 to $32.00 and set an "underweight" rating on the stock in a research report on Monday, March 23rd. Finally, Wall Street Zen raised shares of Smartstop Self Storage REIT from a "sell" rating to a "hold" rating in a research note on Saturday, March 7th. Two analysts have rated the stock with a Strong Buy rating, six have given a Buy rating, one has given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, Smartstop Self Storage REIT has a consensus rating of "Moderate Buy" and an average target price of $37.55.

Smartstop Self Storage REIT Stock Down 0.9%

Smartstop Self Storage REIT stock opened at $31.68 on Tuesday. The stock has a market capitalization of $1.75 billion and a PE ratio of -85.62. The business has a 50 day simple moving average of $32.02 and a 200-day simple moving average of $32.98. The company has a debt-to-equity ratio of 0.86, a current ratio of 5.87 and a quick ratio of 5.87. Smartstop Self Storage REIT Inc has a 12 month low of $29.42 and a 12 month high of $39.77.

Smartstop Self Storage REIT (NYSE:SMA - Get Free Report) last announced its earnings results on Wednesday, February 25th. The healthcare company reported $0.05 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.54 by ($0.49). The company had revenue of $78.45 million during the quarter. Smartstop Self Storage REIT had a negative net margin of 0.59% and a negative return on equity of 0.16%. The company's revenue for the quarter was up 29.5% on a year-over-year basis. Smartstop Self Storage REIT has set its FY 2026 guidance at 1.930-2.050 EPS.

Smartstop Self Storage REIT Dividend Announcement

The company also recently disclosed a monthly dividend, which will be paid on Friday, May 15th. Investors of record on Thursday, April 30th will be issued a $0.1315 dividend. This represents a c) annualized dividend and a yield of 5.0%. The ex-dividend date is Thursday, April 30th. Smartstop Self Storage REIT's payout ratio is presently -440.54%.

Smartstop Self Storage REIT Company Profile

Symmetry Medical Inc (Symmetry) is a medical device solutions company, including surgical instruments, orthopedic implants, and sterilization cases and trays. The Company designs, develops and offers worldwide production and supply chain capabilities for these products to customers in the orthopedic industry, and other medical device markets (including but not limited to arthroscopy, dental, laparoscopy, osteobiologic, and endoscopy segments). It also manufactures specialized non-healthcare products, primarily in the aerospace industry.

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