SMA
SmartStop Self Storage REIT, Inc.
+0.25 (+0.77%)32.51USD173K成交股數1.8B市值–本益比(近四季)5.9股價營收比+18.6%營收年增(近四季)2026-11-04下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 3 · 64K · 2 |
| 其中 10b5-1 計畫賣出 | 2 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 104K |
| 近 180 天 淨額 | −104K |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-17 | 08-18 | Mueller David J | Director | S 公開市場賣出(10b5-1) | 425 | 33.70 | 14K | 4.6K | SEC |
| 2026-08-14 | 08-18 | Look Nicholas | General Counsel and Secretary | S 公開市場賣出 | 1.0K | 34.36 | 35K | 588 | SEC |
| 2026-07-16 | 07-16 | Mueller David J | Director | S 公開市場賣出(10b5-1) | 425 | 33.38 | 14K | 5.1K | SEC |
| 2026-06-23 | 06-25 | Morris Timothy S. | Director | A 獲配股票 | 3.1K | – | – | 18.3K | SEC |
| 2026-06-16 | 06-17 | Mueller David J | Director | S 公開市場賣出(10b5-1) | 425 | 32.44 | 14K | 5.5K | SEC |
| 2026-05-18 | 05-19 | Mueller David J | Director | S 公開市場賣出(10b5-1) | 425 | 29.67 | 13K | 5.9K | SEC |
| 2026-04-16 | 04-17 | Mueller David J | Director | S 公開市場賣出 | 425 | 31.78 | 14K | 6.3K | SEC |
| 2026-03-16 | 03-17 | Mueller David J | Director | S 公開市場賣出(10b5-1) | 425 | 32.81 | 14K | 6.8K | SEC |
| 2025-11-17 | 11-18 | Schwartz H. Michael | Chief Executive Officer | P 公開市場買進 | 6.3K | 31.71 | 198K | 24.3K | SEC |
| 2025-11-14 | 11-14 | Look Nicholas | General Counsel and Secretary | S 公開市場賣出 | 458 | 32.85 | 15K | 1.6K | SEC |
| 2025-11-11 | 11-12 | Barry James R. | CFO and Treasurer | P 公開市場買進 | 600 | 33.55 | 20K | 3.4K | SEC |
| 2025-06-24 | 06-26 | Morris Timothy S. | Director | A 獲配股票 | 2.7K | – | – | 2.7K | SEC |
| 2025-04-03 | 04-04 | Schwartz H. Michael | Chief Executive Officer | P 公開市場買進 | 18.0K | 30.00 | 540K | 18.0K | SEC |
| 2025-04-02 | 04-03 | Morris Timothy S. | Director | A 獲配股票 | 1.8K | – | – | 1.8K | SEC |
| 2025-04-02 | 04-03 | Johnson Wayne | President and CIO | P 公開市場買進 | 3.0K | 30.00 | 90K | 3.0K | SEC |
| 2025-04-02 | 04-03 | Perry Harold | Director | P 公開市場買進 | 3.0K | 30.00 | 90K | 3.0K | SEC |
| 2025-04-02 | 04-03 | Terjung Michael O | Chief Accounting Officer | P 公開市場買進 | 6.0K | 30.00 | 180K | 6.0K | SEC |
| 2025-04-02 | 04-03 | Look Nicholas | General Counsel and Secretary | P 公開市場買進 | 1.0K | 30.00 | 30K | 1.0K | SEC |
| 2025-04-02 | 04-03 | Robinson Joseph H | Chief Operations Officer | P 公開市場買進 | 500 | 30.00 | 15K | 500 | SEC |
| 2025-04-01 | 04-03 | Morris Timothy S. | Director | A 獲配股票 | 7.3K | – | – | 7.3K | SEC |
| 2024-06-25 | 06-27 | Morris Timothy S. | Director | A 獲配股票 | 5.6K | – | – | 49.0K | SEC |
| 2023-06-28 | 06-29 | Terjung Michael O | Chief Accounting Officer | F 繳稅扣股 | 811 | 14.30 | 12K | 8.6K | SEC |
| 2023-06-28 | 06-29 | Valle Gerald | SVP, Self-Storage Operations | F 繳稅扣股 | 608 | 14.30 | 9K | 6.4K | SEC |
| 2023-06-28 | 06-29 | Barry James R. | CFO and Treasurer | F 繳稅扣股 | 811 | 14.30 | 12K | 11.1K | SEC |
| 2023-06-28 | 06-29 | Look Nicholas | General Counsel and Secretary | F 繳稅扣股 | 405 | 14.30 | 6K | 4.3K | SEC |
| 2023-06-21 | 06-23 | Morris Timothy S. | Director | A 獲配股票 | 5.6K | – | – | 41.6K | SEC |
| 2023-03-02 | 03-06 | Robinson Joseph H | Chief Operations Officer | A 獲配股票 | 6.4K | – | – | 9.3K | SEC |
| 2023-03-02 | 03-06 | Barry James R. | CFO and Treasurer | A 獲配股票 | 5.1K | – | – | 13.7K | SEC |
| 2023-03-02 | 03-06 | Barry James R. | CFO and Treasurer | F 繳稅扣股 | 1.8K | – | – | 11.9K | SEC |
| 2022-06-28 | 06-29 | Barry James R. | CFO and Treasurer | F 繳稅扣股 | 811 | 14.63 | 12K | 11.1K | SEC |
| 2022-06-15 | 06-17 | Perry Harold | Director | A 獲配股票 | 5.4K | – | – | 36.0K | SEC |
| 2022-06-15 | 06-17 | Morris Timothy S. | Director | A 獲配股票 | 5.4K | – | – | 36.0K | SEC |
| 2021-06-16 | 06-21 | Morris Timothy S. | Director | A 獲配股票 | 6.0K | – | – | 27.5K | SEC |
| 2021-06-16 | 06-21 | Perry Harold | Director | A 獲配股票 | 6.0K | – | – | 27.5K | SEC |
| 2021-06-16 | 06-21 | Mathews Paula M. | Director | A 獲配股票 | 6.0K | – | – | 27.5K | SEC |
| 2021-06-16 | 06-21 | Mueller David J | Director | A 獲配股票 | 6.0K | – | – | 28.8K | SEC |
| 2020-06-26 | 06-29 | Morris Timothy S. | Director | A 獲配股票 | 6.1K | – | – | 21.5K | SEC |
| 2020-06-26 | 06-29 | Perry Harold | Director | A 獲配股票 | 6.1K | – | – | 21.5K | SEC |
| 2020-06-26 | 06-29 | Mathews Paula M. | Director | A 獲配股票 | 6.1K | – | – | 21.0K | SEC |
| 2020-06-26 | 06-29 | Mueller David J | Director | A 獲配股票 | 6.1K | – | – | 22.8K | SEC |
| 2020-04-22 | 04-24 | Barry James R. | CFO and Treasurer | A 獲配股票 | 2.6K | – | – | 11.9K | SEC |
| 2020-04-22 | 04-24 | Robinson Joseph H | Chief Operations Officer | A 獲配股票 | 3.2K | – | – | 6.1K | SEC |
| 2020-02-24 | 02-25 | Mathews Paula M. | Director | A 獲配股票 | 5.6K | – | – | 14.6K | SEC |
| 2019-10-01 | 10-03 | Robinson Joseph H | Chief Operations Officer | A 獲配股票 | 2.9K | – | – | 2.9K | SEC |
| 2019-09-16 | 09-18 | Morris Timothy S. | Director | A 獲配股票 | 5.6K | – | – | 15.4K | SEC |
| 2019-09-16 | 09-18 | Perry Harold | Director | A 獲配股票 | 5.6K | – | – | 15.4K | SEC |
| 2019-09-16 | 09-18 | Mueller David J | Director | A 獲配股票 | 5.6K | – | – | 16.6K | SEC |
| 2019-06-28 | 07-02 | Johnson Wayne | President and CIO | A 獲配股票 | 23.5K | – | – | 23.5K | SEC |
| 2019-06-28 | 07-02 | Schwartz H. Michael | Executive Chairman | A 獲配股票 | 117K | – | – | 600K | SEC |
| 2019-06-28 | 07-02 | McClure Michael | Chief Executive Officer | A 獲配股票 | 61.0K | – | – | 61.0K | SEC |
| 2018-10-01 | 07-02 | Schwartz H. Michael | Executive Chairman | A 獲配股票 | 483K | – | – | 483K | SEC |
| 2018-06-12 | 06-12 | Mueller David J | Director | A 獲配股票 | 3.5K | – | – | 11.0K | SEC |
| 2018-06-12 | 06-12 | Morris Timothy S. | Director | A 獲配股票 | 3.5K | – | – | 9.8K | SEC |
| 2018-06-12 | 06-12 | Perry Harold | Director | A 獲配股票 | 3.5K | – | – | 9.8K | SEC |
| 2017-10-31 | 11-02 | Mathews Paula M. | Executive VP and Secretary | J 其他 | 4.3K | 8.10 | 35K | 7.8K | SEC |
| 2017-06-05 | 06-05 | Morris Timothy S. | Director | A 獲配股票 | 2.5K | – | – | 6.3K | SEC |
| 2017-06-05 | 06-05 | Perry Harold | Director | A 獲配股票 | 2.5K | – | – | 6.3K | SEC |
| 2017-06-05 | 06-05 | Mueller David J | Director | A 獲配股票 | 2.5K | – | – | 7.5K | SEC |
| 2016-06-09 | 06-10 | Mueller David J | Director | A 獲配股票 | 1.3K | – | – | 5.0K | SEC |
| 2016-06-09 | 06-10 | Brownfield William H | Director | A 獲配股票 | 1.3K | – | – | 5.0K | SEC |
| 2016-06-09 | 06-10 | Morris Timothy S. | Director | A 獲配股票 | 1.3K | – | – | 3.8K | SEC |
| 2016-06-09 | 06-10 | Perry Harold | Director | A 獲配股票 | 1.3K | – | – | 3.8K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 5.4M | 176M | 新進 | 新進 |
| PRINCIPAL FINANCIAL GROUP INC | 3.2M | 104M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.9M | 94.2M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 2.7M | 89.2M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | 76.9M | 新進 | 新進 |
| STATE STREET CORP | 2.2M | 73.2M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 1.6M | 53.0M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6M | 51.2M | 新進 | 新進 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1.4M | 46.0M | 新進 | 新進 |
| PRUDENTIAL FINANCIAL INC | 1.0M | 33.6M | 新進 | 新進 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 967K | 31.4M | 新進 | 新進 |
| Alyeska Investment Group, L.P. | 957K | 31.1M | 新進 | 新進 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 933K | 30.3M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 897K | 29.1M | 新進 | 新進 |
| Irenic Capital Management LP | 877K | 28.5M | 新進 | 新進 |
| Nuveen, LLC | 851K | 27.7M | 新進 | 新進 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 676K | 22.0M | 新進 | 新進 |
| NORTHERN TRUST CORP | 580K | 18.8M | 新進 | 新進 |
| GOLDENTREE ASSET MANAGEMENT LP | 502K | 16.3M | 新進 | 新進 |
| Long Pond Capital, LP | 445K | 14.5M | 新進 | 新進 |
| Zimmer Partners, LP | 438K | 14.2M | 新進 | 新進 |
| LPL Financial LLC | 390K | 12.7M | 新進 | 新進 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 376K | 12.3M | 新進 | 新進 |
| INDEPENDENT FINANCIAL GROUP, LLC | 375K | 12.2M | 新進 | 新進 |
| VANGUARD FIDUCIARY TRUST CO | 370K | 12.0M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 260 +4 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 260 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 51.5M · 93.0% |
| 合計季末市值 | 1.4B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 4.5M |
|---|---|
| 與上期比 | +10.5% |
| 佔流通股數 | 8.22% |
| 日均成交量 | 722K |
| 回補天數 | 6.3 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 4.5M | +10.5% | 8.22% | 722K | 6.3 |
| 2026-08-14 | 4.1M | -4.9% | 7.43% | 629K | 6.5 |
| 2026-07-31 | 4.3M | +5.4% | 7.81% | 925K | 4.7 |
| 2026-07-15 | 4.1M | -16.5% | 7.41% | 517K | 7.9 |
| 2026-06-30 | 4.9M | +27.9% | 8.88% | 772K | 6.4 |
| 2026-06-15 | 3.8M | -14.3% | 6.95% | 672K | 5.7 |
| 2026-05-29 | 4.5M | +24.8% | 8.10% | 683K | 6.6 |
| 2026-05-15 | 3.6M | -19.6% | 6.49% | 682K | 5.3 |
| 2026-04-30 | 4.5M | +4.8% | 8.07% | 625K | 7.2 |
| 2026-04-15 | 4.3M | -13.4% | 7.70% | 544K | 7.8 |
| 2026-03-31 | 4.9M | +46.8% | 8.90% | 1.5M | 3.3 |
| 2026-03-13 | 3.4M | +1.6% | 6.06% | 967K | 3.5 |
| 2026-02-27 | 3.3M | +42.7% | 5.97% | 1.2M | 2.9 |
| 2026-02-13 | 2.3M | -29.8% | 4.18% | 605K | 3.8 |
| 2026-01-30 | 3.3M | -2.2% | 5.96% | 702K | 4.7 |
| 2026-01-15 | 3.4M | -4.3% | 6.09% | 816K | 4.1 |
| 2025-12-31 | 3.5M | +32.4% | 6.36% | 749K | 4.7 |
| 2025-12-15 | 2.7M | -5.0% | 4.80% | 709K | 3.8 |
| 2025-11-28 | 2.8M | +35.3% | 5.06% | 894K | 3.1 |
| 2025-11-14 | 2.1M | -20.4% | 3.74% | 694K | 3.0 |
| 2025-10-31 | 2.6M | +22.3% | 4.70% | 758K | 3.4 |
| 2025-10-15 | 2.1M | -25.5% | 3.84% | 970K | 2.2 |
| 2025-09-30 | 2.9M | +39.2% | 5.15% | 586K | 4.9 |
| 2025-09-15 | 2.1M | -37.0% | 3.70% | 346K | 5.9 |
| 2025-08-29 | 3.3M | +53.0% | 5.88% | 598K | 5.4 |
| 2025-08-15 | 2.1M | -23.6% | 3.84% | 581K | 3.7 |