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, Q2 2021
Institutional positions in CubeSmart as of Jun 30, 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
- 295
- −3 vs. Q1 2021
- Shares held
- 195.2M
- −682.8K (−0.3%) vs. Q1 2021
- Total value
- $9.05B
- +$1.63B (+22.0%) vs. Q1 2021
- New holders
- 29
- 109 more added
- Sold out
- 32
- 107 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 519 | $9.18B |
| Q1 2026 | 487 | $7.72B |
| Q4 2025 | 465 | $7.85B |
| Q3 2025 | 478 | $8.58B |
| Q2 2025 | 459 | $9.45B |
| Q1 2025 | 442 | $9.33B |
| Q4 2024 | 459 | $9.42B |
| Q3 2024 | 449 | $11.8B |
| Q2 2024 | 422 | $9.84B |
| Q1 2024 | 426 | $9.82B |
| Q4 2023 | 438 | $10.1B |
| Q3 2023 | 414 | $8.47B |
| Q2 2023 | 412 | $10.0B |
| Q1 2023 | 399 | $10.7B |
| Q4 2022 | 360 | $9.41B |
| Q3 2022 | 335 | $8.69B |
| Q2 2022 | 325 | $9.11B |
| Q1 2022 | 361 | $11.1B |
| Q4 2021 | 389 | $12.2B |
| Q3 2021 | 331 | $9.19B |
| Q2 2021 | 295 | $9.05B |
| Q1 2021 | 301 | $7.42B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 9 | $432 | 0.00% | +9 | New |
| American Portfolios Advisors | 18 | $834 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 49 | $2.00K | 0.00% | +39+390.0% | Added |
| Fieldpoint Private Securities, LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 83 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 57 | $3.00K | 0.00% | +57 | New |
| Institutional & Family Asset Management, LLC | 86 | $4.00K | 0.00% | −15−14.9% | Reduced |
| Valley National Advisers Inc | 82 | $4.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 83 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 91 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 83 | $4.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 100 | $5.00K | 0.00% | −75−42.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 111 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 105 | $5.00K | 0.00% | +58+123.4% | Added |
| O'Shaughnessy Asset Management, LLC | 138 | $6.00K | 0.00% | +13+10.4% | Added |
| Ancora Advisors, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 237 | $10.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 280 | $13.0K | 0.00% | −1,001−78.1% | Reduced |
| North Star Investment Management Corp. | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 300 | $14.0K | 0.01% | +300 | New |
| JJJ Advisors Inc. | 331 | $15.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 324 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 350 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 363 | $17.0K | 0.00% | −35−8.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 400 | $19.0K | 0.01% | +55+15.9% | Added |
| Parallel Advisors, LLC | 408 | $19.0K | 0.00% | +171+72.2% | Added |
| Better Money Decisions, LLC | 462 | $21.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 458 | $21.0K | 0.00% | +379+479.7% | Added |
| Signaturefd, LLC | 680 | $31.0K | 0.00% | +487+252.3% | Added |
| Cutler Group LP | 700 | $32.0K | 0.00% | −600−46.2% | Reduced |
| Huntington National Bank | 751 | $35.0K | 0.00% | −43−5.4% | Reduced |
| FFT Wealth Management LLC | 795 | $37.0K | 0.01% | +795 | New |
| Rockefeller Capital Management L.P. | 997 | $45.0K | 0.00% | +374+60.0% | Added |
| Whittier Trust Co | 1,236 | $57.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,339 | $62.0K | 0.00% | +1,339 | New |
| Advisory Services Network, LLC | 1,524 | $71.0K | 0.00% | +1,524 | New |
| CWM, LLC | 1,554 | $72.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,611 | $75.0K | 0.01% | −45−2.7% | Reduced |
| Lazard Asset Management LLC | 1,641 | $76.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,071 | $96.0K | 0.00% | −10.0% | Reduced |
| Wolverine Asset Management LLC | 2,229 | $103.0K | 0.00% | +397+21.7% | Added |
| American International Group, Inc. | 2,509 | $116.0K | 0.00% | +197+8.5% | Added |
| Ci Investments Inc. | 2,573 | $119.0K | 0.00% | +943+57.9% | Added |
| Canada Pension Plan Investment Board | 3,359 | $156.0K | 0.00% | −57,092−94.4% | Reduced |
| Washington Trust Co | 3,534 | $164.0K | 0.00% | −15−0.4% | Reduced |
| Arkadios Wealth Advisors | 3,629 | $168.0K | 0.02% | +843+30.3% | Added |
| DekaBank Deutsche Girozentrale | 4,248 | $196.0K | 0.00% | 00.0% | Unchanged |
| Agf Investments Inc. | 4,268 | $198.0K | 0.00% | −568−11.7% | Reduced |
| Demars Financial Group, LLC | 4,497 | $208.0K | 0.13% | +4,497 | New |
| Mercer Global Advisors Inc | 4,554 | $211.0K | 0.00% | +4,554 | New |
| First Mercantile Trust Co | 4,716 | $218.0K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,941 | $229.0K | 0.00% | −3,472−41.3% | Reduced |
| Cambria Investment Management, L.P. | 5,076 | $235.0K | 0.04% | +5,076 | New |
| Tower Research Capital LLC (TRC) | 5,157 | $239.0K | 0.01% | −24,896−82.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,201 | $241.0K | 0.00% | −1,142−18.0% | Reduced |
| Belpointe Asset Management LLC | 5,383 | $249.0K | 0.02% | +5,383 | New |
| IBM Retirement Fund | 5,798 | $269.0K | 0.02% | −985−14.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,833 | $270.0K | 0.12% | +53+0.9% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 6,014 | $279.0K | 0.31% | −825−12.1% | Reduced |
| Paloma Partners Management Co | 6,246 | $289.0K | 0.01% | −15,815−71.7% | Reduced |
| Fulcrum Equity Management | 6,375 | $295.0K | 0.11% | +298+4.9% | Added |
| Comerica Bank | 5,805 | $296.0K | 0.00% | −208−3.5% | Reduced |
| Curtis Advisory Group, LLC | 6,834 | $317.0K | 0.14% | +784+13.0% | Added |
| CIBC Asset Management Inc | 7,002 | $324.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,096 | $329.0K | 0.01% | +7,096 | New |
| Edmond de Rothschild Holding S.A. | 7,201 | $334.0K | 0.01% | +7,201 | New |
| XTX Topco Ltd | 7,231 | $335.0K | 0.11% | −1,214−14.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,270 | $337.0K | 0.03% | +7,270 | New |
| Pathstone Family Office, LLC | 7,341 | $342.0K | 0.01% | +82+1.1% | Added |
| Epoch Investment Partners, Inc. | 7,568 | $351.0K | 0.00% | −99,247−92.9% | Reduced |
| Van Eck Associates Corp | 8,150 | $378.0K | 0.00% | +68+0.8% | Added |
| D. E. Shaw & Co., Inc. | 8,437 | $391.0K | 0.00% | −117,918−93.3% | Reduced |
| Vident Investment Advisory, LLC | 8,703 | $403.0K | 0.01% | +212+2.5% | Added |
| The PNC Financial Services Group, Inc. | 8,754 | $405.0K | 0.00% | +297+3.5% | Added |
| Jane Street Group, LLC | 8,961 | $415.0K | 0.00% | −204,616−95.8% | Reduced |
| Aurora Investment Counsel | 9,109 | $422.0K | 0.29% | −10,709−54.0% | Reduced |
| JustInvest LLC | 9,188 | $426.0K | 0.04% | +9,188 | New |
| Cambridge Investment Research Advisors, Inc. | 9,300 | $431.0K | 0.00% | +1,591+20.6% | Added |
| Cetera Advisor Networks LLC | 9,332 | $432.0K | 0.01% | +147+1.6% | Added |
| Cubist Systematic Strategies, LLC | 9,699 | $449.0K | 0.01% | −32,108−76.8% | Reduced |
| Panagora Asset Management Inc | 9,818 | $455.0K | 0.00% | −900−8.4% | Reduced |
| Sit Investment Associates Inc | 9,950 | $461.0K | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 10,441 | $484.0K | 0.02% | 00.0% | Unchanged |
| Alphasimplex Group, LLC | 10,601 | $491.0K | 0.25% | 00.0% | Unchanged |
| Simplex Trading, LLC | 10,725 | $496.0K | 0.02% | +10,666+18,078.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,143 | $516.0K | 0.00% | +3,846+52.7% | Added |
| Assetmark, Inc | 11,237 | $520.0K | 0.00% | +8,305+283.3% | Added |
| Wolverine Trading, LLC | 11,290 | $529.0K | 0.01% | +11,290 | New |
| Creative Planning | 11,640 | $539.0K | 0.00% | −12,424−51.6% | Reduced |