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CubeSmart

CUBE
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001298675

No open-market purchases or sales by CubeSmart insiders were filed in the last 90 days; 519 institutions reported holding it in 13F filings for Q2 2026, worth $9.18B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in CubeSmart as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
301
No complete 13F data for Q4 2020
Shares held
196.1M
No complete 13F data for Q4 2020
Total value
$7.42B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting CUBE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 301 institutions
Q1 2021: 301 institutionsQ2 2021: 295 institutionsQ3 2021: 331 institutionsQ4 2021: 389 institutionsQ1 2022: 361 institutionsQ2 2022: 325 institutionsQ3 2022: 335 institutionsQ4 2022: 360 institutionsQ1 2023: 399 institutionsQ2 2023: 412 institutionsQ3 2023: 414 institutionsQ4 2023: 438 institutionsQ1 2024: 426 institutionsQ2 2024: 422 institutionsQ3 2024: 449 institutionsQ4 2024: 459 institutionsQ1 2025: 442 institutionsQ2 2025: 459 institutionsQ3 2025: 478 institutionsQ4 2025: 465 institutionsQ1 2026: 487 institutionsQ2 2026: 519 institutions
Value heldQ1 2021: $7.42B
Q1 2021: $7.42BQ2 2021: $9.05BQ3 2021: $9.19BQ4 2021: $12.2BQ1 2022: $11.1BQ2 2022: $9.11BQ3 2022: $8.69BQ4 2022: $9.41BQ1 2023: $10.7BQ2 2023: $10.0BQ3 2023: $8.47BQ4 2023: $10.1BQ1 2024: $9.82BQ2 2024: $9.84BQ3 2024: $11.8BQ4 2024: $9.42BQ1 2025: $9.33BQ2 2025: $9.45BQ3 2025: $8.58BQ4 2025: $7.85BQ1 2026: $7.72BQ2 2026: $9.18B
Institutions holding CUBE and their total value by quarter
QuarterHoldersValue
Q2 2026519$9.18B
Q1 2026487$7.72B
Q4 2025465$7.85B
Q3 2025478$8.58B
Q2 2025459$9.45B
Q1 2025442$9.33B
Q4 2024459$9.42B
Q3 2024449$11.8B
Q2 2024422$9.84B
Q1 2024426$9.82B
Q4 2023438$10.1B
Q3 2023414$8.47B
Q2 2023412$10.0B
Q1 2023399$10.7B
Q4 2022360$9.41B
Q3 2022335$8.69B
Q2 2022325$9.11B
Q1 2022361$11.1B
Q4 2021389$12.2B
Q3 2021331$9.19B
Q2 2021295$9.05B
Q1 2021301$7.42B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding CubeSmart.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CUBE in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Horizon Corp23$00.00%––
Clearstead Advisors, LLC10$00.00%––
Glassman Wealth Services10$00.00%––
Meridian Wealth Partners, LLC9$00.00%––
Sofos Investments, Inc.2$610.00%––
American Portfolios Advisors18$6810.00%––
Massmutual Trust Co FSB18$1.00K0.00%––
Endurance Wealth Management, Inc.33$1.00K0.00%––
IFP Advisors, Inc18$1.00K0.00%––
Atlas Private Wealth Advisors19$1.00K0.00%––
Sound Income Strategies, LLC41$1.55K0.00%––
Earnest Partners LLC65$2.00K0.00%––
Reilly Financial Advisors, LLC60$2.00K0.00%––
Parkside Financial Bank & Trust66$2.00K0.00%––
Simplex Trading, LLC59$2.00K0.00%––
NEXT Financial Group, Inc54$2.00K0.00%––
Quadrant Capital Group LLC47$2.00K0.00%––
Concord Wealth Partners43$2.00K0.00%––
Valley National Advisers Inc82$3.00K0.00%––
Enterprise Financial Services Corp83$3.00K0.00%––
Atwood & Palmer Inc74$3.00K0.00%––
Northwestern Mutual Wealth Management Co79$3.00K0.00%––
Northwest Investment Counselors, LLC86$3.00K0.00%––
Tarbox Family Office, Inc.91$3.00K0.00%––
Fieldpoint Private Securities, LLC67$3.00K0.00%––
Berman Capital Advisors, LLC83$3.00K0.00%––
Private Capital Group, LLC83$3.00K0.00%––
Savior LLC76$3.00K0.00%––
Plante Moran Financial Advisors, LLC111$4.00K0.00%––
Institutional & Family Asset Management, LLC101$4.00K0.00%––
O'Shaughnessy Asset Management, LLC125$5.00K0.00%––
Signaturefd, LLC193$7.00K0.00%––
Gemmer Asset Management LLC175$7.00K0.00%––
Ancora Advisors, LLC200$8.00K0.00%––
FourThought Financial, LLC237$8.00K0.00%––
Parallel Advisors, LLC237$9.00K0.00%––
North Star Investment Management Corp.300$11.0K0.00%––
Lindbrook Capital, LLC324$12.0K0.00%––
Cullen/Frost Bankers, Inc.350$13.0K0.00%––
JJJ Advisors Inc.331$13.0K0.01%––
Jackson, Grant Investment Advisers, Inc.345$13.0K0.01%––
First Horizon Advisors, Inc.398$15.0K0.00%––
Better Money Decisions, LLC462$17.0K0.02%––
Rockefeller Capital Management L.P.623$23.0K0.00%––
Huntington National Bank794$30.0K0.00%––
Ameritas Investment Company, LLC991$37.5K0.00%––
Whittier Trust Co1,236$47.0K0.00%––
Cutler Group LP1,300$49.0K0.00%––
Spire Wealth Management1,281$49.0K0.00%––
International Assets Investment Management, LLC1,601$54.0K0.01%––
Ci Investments Inc.1,630$62.0K0.00%––
Lazard Asset Management LLC1,641$62.0K0.00%––
Capital Analysts, LLC1,656$63.0K0.00%––
Wolverine Asset Management LLC1,832$69.0K0.00%––
CWM, LLC1,554$72.0K0.00%––
Harbour Investments, Inc.2,072$78.0K0.00%––
American International Group, Inc.2,312$87.0K0.00%––
Arkadios Wealth Advisors2,786$105.0K0.02%––
Assetmark, Inc2,932$111.0K0.00%––
Washington Trust Co3,549$134.0K0.00%––
DekaBank Deutsche Girozentrale4,248$162.0K0.00%––
First Mercantile Trust Co4,716$178.0K0.02%––
Agf Investments Inc.4,836$183.0K0.00%––
Mackenzie Financial Corp5,548$210.0K0.00%––
Legacy Wealth Asset Management, LLC5,780$219.0K0.10%––
Curtis Advisory Group, LLC6,050$229.0K0.10%––
Fulcrum Equity Management6,077$230.0K0.09%––
Engineers Gate Manager LP6,260$237.0K0.01%––
Oppenheimer Asset Management Inc.6,337$240.0K0.00%––
Raymond James Financial Services Advisors, Inc.6,343$240.0K0.00%––
Comerica Bank6,013$253.0K0.00%––
IBM Retirement Fund6,783$257.0K0.02%––
Legg Mason Asset Management (Japan) Co., Ltd.6,839$259.0K0.28%––
CIBC Asset Management Inc7,002$265.0K0.00%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.7,297$276.0K0.00%––
Pathstone Family Office, LLC7,259$277.0K0.01%––
Prudential Financial Inc7,579$287.0K0.00%––
Cambridge Investment Research Advisors, Inc.7,709$292.0K0.00%––
Cipher Capital LP8,033$304.0K0.04%––
Van Eck Associates Corp8,082$306.0K0.00%––
Shell Asset Management Co8,413$318.0K0.01%––
XTX Topco Ltd8,445$319.0K0.15%––
The PNC Financial Services Group, Inc.8,457$320.0K0.00%––
Vident Investment Advisory, LLC8,491$321.0K0.01%––
Kaizen Financial Strategies8,707$329.0K0.31%––
Los Angeles Capital Management LLC8,712$330.0K0.00%––
Bridgefront Capital, LLC8,914$337.0K0.10%––
Cetera Advisor Networks LLC9,185$348.0K0.01%––
Weld Capital Management LLC9,294$352.0K0.15%––
Sit Investment Associates Inc9,950$376.0K0.01%––
Rafferty Asset Management, LLC10,279$389.0K0.00%––
Illinois Municipal Retirement Fund10,441$395.0K0.02%––
Alphasimplex Group, LLC10,601$401.0K0.17%––
Panagora Asset Management Inc10,718$405.0K0.00%––
Acadian Asset Management LLC10,906$412.0K0.00%––
Mitsubishi UFJ Trust & Banking Corp12,996$437.0K0.00%––
Gyon Technologies Capital Management, LP11,990$454.0K0.20%––
ExodusPoint Capital Management, LP12,067$456.0K0.01%––
Krane Funds Advisors LLC12,232$463.0K0.02%––
Campbell & CO Investment Adviser LLC12,266$464.0K0.29%––