Glück Conviction Score™ ⓘ
Score-Verlauf (90 Tage)
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 31.54 | +2.2 % vs SMA50 | |
| Kurs vs SMA200 | Bärisch | 15 % | 33.15 | -2.7 % vs SMA200 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 31.54 | EMA50: 31.53 | |
| MACD-Histogramm | Bullisch | 10 % | 0.221 | Bullisch | |
| RSI(14) | Neutral | 10 % | 56.6 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 63.9 | Neutral | |
| ADX(14)+DI | Neutral | 10 % | 14.1 | +DI: 29.0 / −DI: 17.8 | |
| Z-Score(60) | Neutral | 5 % | 0.91 | In Range | |
| 52W-Position | Neutral | 5 % | 27.9 % | Hoch 38.99 / Tief 29.63 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 81.4 % | Upper 32.91 / Mid 31.11 / Lower 29.31 | |
| LinReg-Slope(60) | Neutral | 10 % | +0.0073 | R²=0.02 / annualisiert +5.9 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-05-18 | Mueller David J | Director | Open Market Sale | -425 | 29,67 | -12.609,75 | -27,7% | |
| 2026-04-16 | Mueller David J | Director | Open Market Sale | -425 | 31,78 | -13.506,50 | -29,6% | |
| 2026-03-16 | Mueller David J | Director | Open Market Sale | -425 | 32,81 | -13.944,25 | -30,6% | |
| 2025-11-17 | Schwartz H. Michael | Director, Officer, Chief Executive Officer | Open Market Purchase | 6.250 | 31,71 | 198.187,50 | +434,9% | |
| 2025-11-14 | Look Nicholas | Officer, General Counsel and Secretary | Open Market Sale | -458 | 32,85 | -15.045,30 | -33,0% | |
| 2025-11-11 | Barry James R. | Officer, CFO and Treasurer | Open Market Purchase | 600 | 33,55 | 20.130,00 | +44,2% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 5.142.310 | 3.470.222 | 1.672.088 | 155.709.146 | Aufgestockt | +48,2% | |
| VANGUARD GROUP INC | 3.576.922 | 0 | 3.576.922 | 110.669.968 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 3.427.727 | 795.696 | 2.632.031 | 103.791.576 | Aufgestockt | +330,8% | |
| PRINCIPAL FINANCIAL GROUP INC | 2.596.133 | 2.067.159 | 528.974 | 78.611.360 | Aufgestockt | +25,6% | |
| PRUDENTIAL FINANCIAL INC | 2.353.036 | 2.951.405 | -598.369 | 71.249.930 | Reduziert | -20,3% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.179.238 | 0 | 2.179.238 | 65.987.327 | Neu | +100,0% | |
| STATE STREET CORP | 2.163.288 | 1.146.404 | 1.016.884 | 65.793.315 | Aufgestockt | +88,7% | |
| WELLINGTON MANAGEMENT GROUP LLP | 1.414.451 | 0 | 1.414.451 | 43.763.114 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 1.435.868 | 1.006.552 | 429.316 | 43.485.349 | Aufgestockt | +42,7% | |
| GOLDENTREE ASSET MANAGEMENT LP | 1.329.575 | 1.166.075 | 163.500 | 40.187.087 | Aufgestockt | +14,0% | |
| Nuveen, LLC | 1.144.690 | 543.119 | 601.571 | 34.661.213 | Aufgestockt | +110,8% | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 981.442 | 794.289 | 187.153 | 29.718.064 | Aufgestockt | +23,6% | |
| Conversant Capital LLC | 857.715 | 0 | 857.715 | 25.971.610 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 846.639 | 786.607 | 60.032 | 25.636.229 | Aufgestockt | +7,6% | |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 831.755 | 1.099.700 | -267.945 | 25.185.541 | Reduziert | -24,4% | |
| Aberdeen Group plc | 741.547 | 966.936 | -225.389 | 22.454.043 | Reduziert | -23,3% | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 732.744 | 785.649 | -52.905 | 22.187.529 | Reduziert | -6,7% | |
| Long Pond Capital, LP | 613.458 | 0 | 613.458 | 18.575.508 | Neu | +100,0% | |
| Zimmer Partners, LP | 600.000 | 631.500 | -31.500 | 18.168.000 | Reduziert | -5,0% | |
| MILLENNIUM MANAGEMENT LLC | 591.604 | 283.842 | 307.762 | 17.913.769 | Aufgestockt | +108,4% | |
| NORTHERN TRUST CORP | 540.342 | 313.370 | 226.972 | 16.361.556 | Aufgestockt | +72,4% | |
| RUSH ISLAND MANAGEMENT, LP | 505.613 | 0 | 505.613 | 15.643.666 | Neu | +100,0% | |
| Schonfeld Strategic Advisors LLC | 505.202 | 0 | 505.202 | 15.630.949 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 423.659 | 0 | 423.659 | 13.108.011 | Neu | +100,0% | |
| BNP Paribas Asset Management Holding S.A. | 414.374 | 522.760 | -108.386 | 12.547.245 | Reduziert | -20,7% | |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 371.785 | 0 | 371.785 | 11.503.028 | Neu | +100,0% | |
| INDEPENDENT FINANCIAL GROUP, LLC | 369.641 | 361.586 | 8.055 | 11.192.715 | Aufgestockt | +2,2% | |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 356.174 | 424.655 | -68.481 | 10.558.461 | Reduziert | -16,1% | |
| MORGAN STANLEY | 343.955 | 135.040 | 208.915 | 10.414.960 | Aufgestockt | +154,7% | |
| Cetera Investment Advisers | 316.180 | 447.115 | -130.935 | 9.573.939 | Reduziert | -29,3% | |
| APG Asset Management US Inc. | 293.366 | 0 | 293.366 | 9.076.744 | Neu | +100,0% | |
| LPL Financial LLC | 290.336 | 261.492 | 28.844 | 8.791.367 | Aufgestockt | +11,0% | |
| UBS Group AG | 271.516 | 193.725 | 77.791 | 8.221.505 | Aufgestockt | +40,2% | |
| Burkehill Global Management, LP | 250.000 | 0 | 250.000 | 7.735.000 | Neu | +100,0% | |
| Hudson Bay Capital Management LP | 252.236 | 225.751 | 26.485 | 7.637.706 | Aufgestockt | +11,7% | |
| JANUS HENDERSON GROUP PLC | 246.012 | 412.118 | -166.106 | 7.449.107 | Reduziert | -40,3% | |
| PICTON MAHONEY ASSET MANAGEMENT | 243.972 | 187.349 | 56.623 | 7.387.472 | Aufgestockt | +30,2% | |
| CHILTON CAPITAL MANAGEMENT LLC | 224.161 | 212.039 | 12.122 | 6.814.506 | Aufgestockt | +5,7% | |
| BANK OF AMERICA CORP /DE/ | 222.586 | 145.107 | 77.479 | 6.739.904 | Aufgestockt | +53,4% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 214.863 | 24.984 | 189.879 | 6.506.052 | Aufgestockt | +760,0% | |
| Clearbridge Investments, LLC | 211.594 | 184.000 | 27.594 | 6.407.073 | Aufgestockt | +15,0% | |
| Daiwa Securities Group Inc. | 199.748 | 288.469 | -88.721 | 6.048.369 | Reduziert | -30,8% | |
| Legal & General Group Plc | 195.304 | 29.907 | 165.397 | 5.913.806 | Aufgestockt | +553,0% | |
| SEI INVESTMENTS CO | 188.147 | 166.947 | 21.200 | 5.697.116 | Aufgestockt | +12,7% | |
| 1832 Asset Management L.P. | 187.700 | 105.060 | 82.640 | 5.683.556 | Aufgestockt | +78,7% | |
| Kestra Advisory Services, LLC | 187.511 | 182.694 | 4.817 | 5.677.841 | Aufgestockt | +2,6% | |
| CI INVESTMENTS INC. | 184.922 | 205.173 | -20.251 | 5.599.438 | Reduziert | -9,9% | |
| CHOREO, LLC | 178.739 | 93.730 | 85.009 | 5.436.513 | Aufgestockt | +90,7% | |
| Polymer Capital Management (US) LLC | 171.140 | 171.140 | 0 | 5.182.119 | Unverändert | 0,0% | |
| AMERIPRISE FINANCIAL INC | 159.713 | 0 | 159.713 | 4.836.109 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5.142.310 | 3.470.222 | +48,2% | 155.709.146 | 12,87 |
| GOLDMAN SACHS GROUP INC | 3.427.727 | 795.696 | +330,8% | 103.791.576 | 8,58 |
| PRINCIPAL FINANCIAL GROUP INC | 2.596.133 | 2.067.159 | +25,6% | 78.611.360 | 6,50 |
| PRUDENTIAL FINANCIAL INC | 2.353.036 | 2.951.405 | -20,3% | 71.249.930 | 5,89 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.179.238 | 0 | +100,0% | 65.987.327 | 5,45 |
| STATE STREET CORP | 2.163.288 | 1.146.404 | +88,7% | 65.793.315 | 5,44 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.435.868 | 1.006.552 | +42,7% | 43.485.349 | 3,59 |
| GOLDENTREE ASSET MANAGEMENT LP | 1.329.575 | 1.166.075 | +14,0% | 40.187.087 | 3,32 |
| Nuveen, LLC | 1.144.690 | 543.119 | +110,8% | 34.661.213 | 2,86 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 981.442 | 794.289 | +23,6% | 29.718.064 | 2,46 |
| Conversant Capital LLC | 857.715 | 0 | +100,0% | 25.971.610 | 2,15 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 846.639 | 786.607 | +7,6% | 25.636.229 | 2,12 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 831.755 | 1.099.700 | -24,4% | 25.185.541 | 2,08 |
| Aberdeen Group plc | 741.547 | 966.936 | -23,3% | 22.454.043 | 1,86 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 732.744 | 785.649 | -6,7% | 22.187.529 | 1,83 |
| Long Pond Capital, LP | 613.458 | 0 | +100,0% | 18.575.508 | 1,54 |
| Zimmer Partners, LP | 600.000 | 631.500 | -5,0% | 18.168.000 | 1,50 |
| MILLENNIUM MANAGEMENT LLC | 591.604 | 283.842 | +108,4% | 17.913.769 | 1,48 |
| NORTHERN TRUST CORP | 540.342 | 313.370 | +72,4% | 16.361.556 | 1,35 |
| BNP Paribas Asset Management Holding S.A. | 414.374 | 522.760 | -20,7% | 12.547.245 | 1,04 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 254 | 53,2 | 1.393 |
| 31.12.2025 | ✓ | 239 | 47,5 | 1.228 |
| 30.09.2025 | ✓ | 161 | 38,5 | 1.192 |
| 30.06.2025 | ✓ | 123 | 39,9 | 1.214 |
| 31.12.2023 | vorl. | 1 | 0,0 | 0 |
| 30.09.2023 | vorl. | 1 | 0,0 | 0 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| GOLDENTREE ASSET MANAGEMENT LP | 1.166.075 | 36.006.918 |
| RUSH ISLAND MANAGEMENT, LP | 505.613 | 15.643.666 |
| APG Asset Management US Inc. | 293.366 | 9.076.744 |
| Hudson Bay Capital Management LP | 225.751 | 6.984.736 |
| Prime Capital Investment Advisors, LLC | 144.312 | 4.465.017 |
| Susquehanna Portfolio Strategies, LLC | 137.584 | 4.256.849 |
| COMMONWEALTH EQUITY SERVICES, LLC | 135.609 | 4.195.728 |
| Merit Financial Group, LLC | 114.992 | 3.557.867 |
| CHOREO, LLC | 93.730 | 2.941.247 |
| Man Group plc | 87.054 | 2.693.451 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 2.067.159 | 2.047.400 | +10361.9 % | 63.957.851 |
| VANGUARD GROUP INC | 3.576.922 | 1.967.321 | +122.2 % | 110.669.968 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 5.913.679 | 710.871 | +13.7 % | 182.972 |
| STATE STREET CORP | 1.146.404 | 487.811 | +74.1 % | 35.623.927 |
| Nuveen, LLC | 543.119 | 335.109 | +161.1 % | 16.804.102 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 786.607 | 331.725 | +72.9 % | 24.337.621 |
| Cetera Investment Advisers | 447.115 | 299.923 | +203.8 % | 13.833.768 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.006.552 | 293.605 | +41.2 % | 31.149.541 |
| LPL Financial LLC | 261.492 | 240.008 | +1117.1 % | 8.090.572 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.414.451 | 218.386 | +18.3 % | 43.763.114 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 22.383 | -524.982 | -95.9 % | 688.501 |
| Schonfeld Strategic Advisors LLC | 505.202 | -451.691 | -47.2 % | 15.630.949 |
| BlackRock, Inc. | 3.470.222 | -282.081 | -7.5 % | 107.368.671 |
| PRUDENTIAL FINANCIAL INC | 2.951.405 | -229.960 | -7.2 % | 91.316.471 |
| Zimmer Partners, LP | 631.500 | -221.165 | -25.9 % | 19.538.610 |
| Ghisallo Capital Management LLC | 100.000 | -200.000 | -66.7 % | 3.094.000 |
| DEUTSCHE BANK AG\ | 1.820.463 | -154.533 | -7.8 % | 56.325.125 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 785.649 | -124.837 | -13.7 % | 24.307.980 |
| AMERICAN CENTURY COMPANIES INC | 645.699 | -85.564 | -11.7 % | 19.977.927 |
| 1832 Asset Management L.P. | 105.060 | -76.200 | -42.0 % | 3.250.556 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 08.05.2026 | PRUDENTIAL FINANCIAL INC | Passiv (13G/A) | 4,30 % | 2.353.036 | -5,20 pp | |
| 29.04.2026 | Vanguard Portfolio Management | Passiv (13G) | 5,07 % | 2.809.046 | Neu | |
| 24.04.2026 | BlackRock, Inc. | Passiv (13G/A) | 9,30 % | 5.139.424 | +3,50 pp | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -6,46 pp | |
| 13.02.2026 | PRUDENTIAL FINANCIAL INC | Passiv (13G/A) | 9,50 % | 2.951.405 | +4,40 pp | |
| 06.02.2026 | T. Rowe Price Associates, Inc. | Passiv (13G/A) | 10,70 % | 5.909.948 | -8,30 pp | |
| 30.01.2026 | DEUTSCHE BANK AG\ | Passiv (13G/A) | 3,30 % | 1.821.963 | -3,40 pp | |
| 30.01.2026 | RREEF AMERICA LLC | Passiv (13G/A) | 3,30 % | 1.802.428 | -3,30 pp | |
| 30.01.2026 | DWS Investments UK Ltd | Passiv (13G/A) | 0,00 % | 19.535 | -0,10 pp | |
| 30.01.2026 | The Vanguard Group | Passiv (13G/A) | 6,46 % | 3.576.922 | +1,42 pp | |
| 21.01.2026 | BlackRock, Inc. | Passiv (13G/A) | 5,80 % | 3.207.362 | -1,70 pp | |
| 08.01.2026 | T. Rowe Price Associates, Inc. | Passiv (13G/A) | 19,00 % | 5.913.679 | +9,80 pp | |
| 05.12.2025 | PRUDENTIAL FINANCIAL INC | Passiv (13G) | 5,10 % | 2.820.076 | -6,10 pp | |
| 05.12.2025 | T. Rowe Price Associates, Inc. | Passiv (13G/A) | 9,20 % | 5.071.940 | -7,60 pp | |
| 14.11.2025 | T. Rowe Price Associates, Inc. | Passiv (13G/A) | 16,80 % | 5.202.808 | +1,80 pp | |
| 17.10.2025 | BlackRock Portfolio Management LLC | Passiv (13G/A) | 3,60 % | 1.128.903 | -2,10 pp | |
| 14.08.2025 | DEUTSCHE BANK AG\ | Passiv (13G) | 6,70 % | 2.067.630 | Neu | |
| 14.08.2025 | RREEF AMERICA LLC | Passiv (13G) | 6,60 % | 2.050.555 | Neu | |
| 14.08.2025 | DWS Investments UK Ltd | Passiv (13G) | 0,10 % | 17.075 | Neu | |
| 14.08.2025 | T. Rowe Price Associates, Inc. | Passiv (13G/A) | 15,00 % | 4.643.758 | +2,00 pp | |
| 06.08.2025 | PRUDENTIAL FINANCIAL INC | Passiv (13G/A) | 11,20 % | 3.467.716 | +1,40 pp | |
| 06.08.2025 | PRUDENTIAL FINANCIAL INC | Passiv (13G) | 9,80 % | 3.056.416 | Neu | |
| 29.07.2025 | The Vanguard Group | Passiv (13G) | 5,04 % | 1.565.868 | Neu | |
| 17.07.2025 | BlackRock, Inc. | Passiv (13G) | 7,50 % | 2.338.035 | Neu | |
| 15.07.2025 | BlackRock Portfolio Management LLC | Passiv (13G) | 5,70 % | 1.775.801 | Neu | |
| 14.07.2025 | Millennium Group Management LLC | Passiv (13G/A) | 1,20 % | 369.382 | -3,90 pp | |
| 14.07.2025 | Millennium Management LLC | Passiv (13G/A) | 1,20 % | 369.382 | -3,90 pp | |
| 14.07.2025 | Israel A. Englander | Passiv (13G/A) | 1,20 % | 369.382 | -3,90 pp | |
| 27.05.2025 | Millennium Management LLC | Passiv (13G) | 5,10 % | 1.583.610 | Neu | |
| 27.05.2025 | Israel A. Englander | Passiv (13G) | 5,10 % | 1.583.610 | Neu | |
| 27.05.2025 | Millennium Group Management LLC | Passiv (13G) | 5,10 % | 1.583.610 | Neu | |
| 13.05.2025 | Extra Space Storage LP | Passiv (13G/A) | Ausstieg | 0 | Neu | |
| 13.05.2025 | ESS Holdings Business Trust I | Passiv (13G/A) | Ausstieg | 0 | Neu | |
| 13.05.2025 | Extra Space Storage Inc. | Passiv (13G/A) | Ausstieg | 0 | Neu | |
| 07.05.2025 | T. Rowe Price Associates, Inc. | Passiv (13G) | 13,00 % | 4.051.548 | Neu | |
| 07.04.2025 | H. Michael Schwartz | Aktivist (13D/A) | 4,80 % | 2.832.480 | Neu | |
| 31.10.2022 | H. Michael | Aktivist (13D/A) | 9,94 % | 10.637.107 | 0,00 pp | |
| 10.08.2022 | H. Michael | Aktivist (13D/A) | 9,94 % | 10.637.107 | +0,15 pp | |
| 10.12.2021 | H. Michael | Aktivist (13D/A) | 9,79 % | 9.167.440 | -1,31 pp | |
| 03.09.2021 | H. Michael | Aktivist (13D) | 11,10 % | 10.540.040 | Neu |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 18.03.2026 | Kevin Hern | – | House | Verkauf | $500,001 – $1,000,000 |
Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →
Stammdaten
SmartStop ist ein technologiegestütztes, eigenverantwortliches REIT mit einem vollständig integrierten Betriebsteam von etwa 570 Selbstlagerfachleuten. Das Unternehmen ist eines der größten Selbstlagervermietungsunternehmen in Nordamerika mit einem wachsenden Portfolio in Kanada und Hochwachstumsmärkten in den USA.
Unternehmen & Branche
| Name | SmartStop Self Storage REIT, Inc. |
|---|---|
| Ticker | SMA |
| CIK | 0001585389 |
| Boerse | NYSE |
| Sektor | Real Estate |
| Industrie | REIT - Specialty |
| SIC | 6798 · Real Estate Investment Trusts |
Wertpapier & Kennzahlen
| CUSIP | 83192D402 |
|---|---|
| ISIN | US83192D4025 |
| Typ | REIT |
| Marktkapitalisierung | 1,79 Mrd. USD |
| Dividendenrendite | 0,02 % |
Bewertung
| KBV (P/B) | 1,52 |
|---|---|
| KUV (P/S) | 6,38 |
| FCF-Rendite | 4,7 % |
Qualität & Bilanz
| Bruttomarge | 61,3 % |
|---|---|
| Operative Marge | 21,0 % vs. 9,8 % (2021) ▲ |
| Nettomarge | -3,1 % |
| ROIC | -0,7 % |
| Zinsdeckungsgrad | 1,0 vs. 0,5 (2021) ▲ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Qualität & Bilanz | ||||||
| Bruttomarge | – | 69,2 % | 68,0 % | 65,7 % | 61,3 % | |
| Operative Marge | 9,8 % | 31,0 % | 30,3 % | 29,2 % | 21,0 % | |
| Nettomarge | – | – | -1,2 % | -7,8 % | -3,1 % | |
| ROIC | – | – | -0,7 % | -5,6 % | -0,7 % | |
| Zinsdeckungsgrad | 0,5 | 1,6 | 1,1 | 1,0 | 1,0 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 78.310.000 | 9.576.000 | 2.421.403.000 | 1.167.892.000 | |
| 2025-12-31 | 10-K | 281.141.000 | -8.758.000 | -0,20 | 2.432.172.000 | 1.180.410.000 |
| 2025-09-30 | 10-K | 2.900.000 | ||||
| 2025-09-30 | 10-Q | 70.429.000 | 5.227.000 | 0,09 | 2.391.279.000 | 1.202.107.000 |
| 2025-06-30 | 10-Q | 66.816.000 | -0,16 | 2.302.670.000 | 1.216.584.000 | |
| 2025-03-31 | 10-Q | 65.449.000 | -8.405.000 | -0,35 | 2.114.401.000 | 302.966.000 |
| 2024-12-31 | 10-K | 237.006.000 | -18.379.000 | -0,20 | 2.042.067.000 | 325.698.000 |
| 2024-09-30 | 10-Q | 60.157.000 | -6.220.000 | -0,07 | 1.937.206.000 | 343.876.000 |
| 2024-06-30 | 10-Q | 59.163.000 | -0,04 | 1.877.585.000 | 365.782.000 | |
| 2024-03-31 | 10-Q | 57.042.057 | -0,05 | 1.886.396.623 | 384.774.002 | |
| 2023-12-31 | 10-K | 232.992.000 | -2.746.000 | -0,03 | 1.895.641.000 | 404.340.000 |
| 2023-09-30 | 10-Q | 58.705.000 | -0,01 | 1.891.250.476 | 421.546.932 | |
| 2023-06-30 | 10-Q | 59.590.000 | 0,00 | 1.894.112.406 | 437.401.364 | |
| 2023-03-31 | 10-Q | 57.135.265 | -0,02 | 1.939.826.715 | 450.602.432 | |
| 2022-12-31 | 10-K | 212.643.000 | 0,07 | 1.947.217.387 | 467.359.462 | |
| 2022-09-30 | 10-Q | 56.453.889 | -0,01 | 1.935.769.640 | 482.911.279 | |
| 2022-06-30 | 10-Q | 51.788.248 | 0,10 | 1.926.289.859 | 496.396.965 | |
| 2022-03-31 | 10-Q | 47.983.861 | 0,00 | 1.627.045.444 | 330.909.183 | |
| 2021-12-31 | 10-K | 168.764.571 | -0,37 | 1.618.292.776 | 342.734.072 | |
| 2021-09-30 | 10-Q | 44.938.613 | -0,03 | 1.606.103.761 | 363.744.159 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Self Storage Rental Revenue | 238,5 Mio. | 209,6 Mio. | 206,5 Mio. | 191,8 Mio. | 150,6 Mio. | 84,8 % | +13,8% | |
| Managed Platform Revenue | 19,2 Mio. | – | – | – | – | 6,8 % | Neu | |
| Reimbursable Costs From Managed Platform | 12,5 Mio. | – | – | – | – | 4,4 % | Neu | |
| Ancillary Operating Revenue | 11,0 Mio. | 9,4 Mio. | 8,8 Mio. | 8,4 Mio. | 7,6 Mio. | 3,9 % | +17,2% | |
| Managed REITPlatform Revenue | – | 11,4 Mio. | 11,9 Mio. | 7,8 Mio. | 6,3 Mio. | – | – | |
| Reimbursable Costs From Managed REITs | – | 6,6 Mio. | 5,8 Mio. | 4,6 Mio. | 4,3 Mio. | – | – |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 08.05.2026 | 78,3 Mio. USD | – |
| Q3 2025 | 30.09.2025 | 07.11.2025 | 70,4 Mio. USD | 0,09 |
| Q2 2025 | 30.06.2025 | 08.08.2025 | 66,8 Mio. USD | -0,16 |
| Q1 2025 | 31.03.2025 | 08.05.2026 | 65,4 Mio. USD | -0,35 |
| Q3 2024 | 30.09.2024 | 07.11.2025 | 60,2 Mio. USD | -0,26 |
| Q2 2024 | 30.06.2024 | 08.08.2025 | 59,2 Mio. USD | -0,16 |
| Q1 2024 | 31.03.2024 | 09.05.2025 | 57,0 Mio. USD | -0,20 |
| Q3 2023 | 30.09.2023 | 13.11.2024 | 58,7 Mio. USD | -0,01 |
| Q2 2023 | 30.06.2023 | 13.08.2024 | 59,6 Mio. USD | 0,00 |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 08.05.2026 | 10-Q | 31.03.2026 | 38 Tage | SEC » |
| 27.02.2026 | 10-K | 31.12.2025 | 58 Tage | SEC » |
| 07.11.2025 | 10-Q | 30.09.2025 | 38 Tage | SEC » |
| 08.08.2025 | 10-Q | 30.06.2025 | 39 Tage | SEC » |
| 09.05.2025 | 10-Q | 31.03.2025 | 39 Tage | SEC » |
| 12.03.2025 | 10-K | 31.12.2024 | 71 Tage | SEC » |
| 13.11.2024 | 10-Q | 30.09.2024 | 44 Tage | SEC » |
| 13.08.2024 | 10-Q | 30.06.2024 | 44 Tage | SEC » |
| 14.05.2024 | 10-Q | 31.03.2024 | 44 Tage | SEC » |
| 18.03.2024 | 10-K | 31.12.2023 | 78 Tage | SEC » |
| 14.11.2023 | 10-Q | 30.09.2023 | 45 Tage | SEC » |
| 10.08.2023 | 10-Q | 30.06.2023 | 41 Tage | SEC » |
| 11.05.2023 | 10-Q | 31.03.2023 | 41 Tage | SEC » |
| 03.03.2023 | 10-K | 31.12.2022 | 62 Tage | SEC » |
| 10.11.2022 | 10-Q | 30.09.2022 | 41 Tage | SEC » |
| 11.08.2022 | 10-Q | 30.06.2022 | 42 Tage | SEC » |
| 11.05.2022 | 10-Q | 31.03.2022 | 41 Tage | SEC » |
| 23.03.2022 | 10-K | 31.12.2021 | 82 Tage | SEC » |
| 05.11.2021 | 10-Q | 30.09.2021 | 36 Tage | SEC » |
| 13.08.2021 | 10-Q | 30.06.2021 | 44 Tage | SEC » |
| 14.05.2021 | 10-Q | 31.03.2021 | 44 Tage | SEC » |
| 26.03.2021 | 10-K | 31.12.2020 | 85 Tage | SEC » |
| 13.11.2020 | 10-Q | 30.09.2020 | 44 Tage | SEC » |
| 12.08.2020 | 10-Q | 30.06.2020 | 43 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 20.02.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 07.07.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 15.06.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 26.02.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 26.02.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 24.04.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02.Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-08 | 54 | 33,48 | 1.808 |
| 2026-05-04 | 924 | 31,34 | 28.958 |
| 2026-04-24 | 900 | 32,49 | 29.241 |
| 2026-04-16 | 2.558 | 31,80 | 81.344 |
| 2026-04-14 | 265 | 31,74 | 8.411 |
| 2026-04-10 | 405 | 31,86 | 12.903 |
| 2026-03-26 | 28.600 | 30,58 | 874.588 |
| 2026-03-25 | 39.307 | 30,70 | 1.206.725 |
| 2026-03-24 | 33.735 | 31,24 | 1.053.881 |
| 2026-03-23 | 1.059.283 | 30,31 | 32.106.868 |
| 2026-03-18 | 296 | 33,04 | 9.780 |
| 2026-03-17 | 574 | 32,62 | 18.724 |
| 2026-03-12 | 740 | 31,96 | 23.650 |
| 2026-03-10 | 127 | 31,86 | 4.046 |
| 2026-03-04 | 609 | 32,49 | 19.786 |
| 2026-03-02 | 783 | 33,35 | 26.113 |
| 2026-02-27 | 2.131 | 33,00 | 70.323 |
| 2026-02-24 | 676 | 34,92 | 23.606 |
| 2026-02-19 | 69 | 33,47 | 2.309 |
| 2026-02-18 | 1 | 34,28 | 34 |
| 2026-02-13 | 2.648 | 32,08 | 84.948 |
| 2026-02-12 | 2.632 | 32,60 | 85.803 |
| 2026-02-10 | 280 | 32,13 | 8.996 |
| 2026-02-06 | 2.474 | 31,75 | 78.550 |
| 2026-02-02 | 61 | 31,44 | 1.918 |
| 2026-01-29 | 95 | 31,14 | 2.958 |
| 2026-01-27 | 2.226 | 31,63 | 70.408 |
| 2026-01-21 | 1.032 | 32,36 | 33.396 |
| 2026-01-16 | 540 | 33,87 | 18.290 |
| 2026-01-15 | 864 | 33,07 | 28.572 |
| 2025-12-31 | 135 | 31,38 | 4.236 |
| 2025-12-30 | 127 | 31,25 | 3.969 |
| 2025-12-26 | 2.962 | 31,57 | 93.510 |
| 2025-12-24 | 11.440 | 31,23 | 357.271 |
| 2025-12-22 | 78 | 31,38 | 2.448 |
| 2025-12-19 | 954 | 31,51 | 30.061 |
| 2025-12-18 | 732 | 32,27 | 23.622 |
| 2025-12-16 | 52 | 32,44 | 1.687 |
Hinweis
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet — Stand: 14.06.2026.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Signal-Komponenten und Gewichte.