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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 10,441 | $484.0K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 9,950 | $461.0K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 9,818 | $455.0K | 0.00% | −900−8.4% | Reduced |
| Cubist Systematic Strategies, LLC | 9,699 | $449.0K | 0.01% | −32,108−76.8% | Reduced |
| Cetera Advisor Networks LLC | 9,332 | $432.0K | 0.01% | +147+1.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,300 | $431.0K | 0.00% | +1,591+20.6% | Added |
| JustInvest LLC | 9,188 | $426.0K | 0.04% | +9,188 | New |
| Aurora Investment Counsel | 9,109 | $422.0K | 0.29% | −10,709−54.0% | Reduced |
| Jane Street Group, LLC | 8,961 | $415.0K | 0.00% | −204,616−95.8% | Reduced |
| The PNC Financial Services Group, Inc. | 8,754 | $405.0K | 0.00% | +297+3.5% | Added |
| Vident Investment Advisory, LLC | 8,703 | $403.0K | 0.01% | +212+2.5% | Added |
| D. E. Shaw & Co., Inc. | 8,437 | $391.0K | 0.00% | −117,918−93.3% | Reduced |
| Van Eck Associates Corp | 8,150 | $378.0K | 0.00% | +68+0.8% | Added |
| Epoch Investment Partners, Inc. | 7,568 | $351.0K | 0.00% | −99,247−92.9% | Reduced |
| Pathstone Family Office, LLC | 7,341 | $342.0K | 0.01% | +82+1.1% | Added |
| Dynamic Technology Lab Private Ltd | 7,270 | $337.0K | 0.03% | +7,270 | New |
| XTX Topco Ltd | 7,231 | $335.0K | 0.11% | −1,214−14.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 7,201 | $334.0K | 0.01% | +7,201 | New |
| Profund Advisors LLC | 7,096 | $329.0K | 0.01% | +7,096 | New |
| CIBC Asset Management Inc | 7,002 | $324.0K | 0.00% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 6,834 | $317.0K | 0.14% | +784+13.0% | Added |
| Comerica Bank | 5,805 | $296.0K | 0.00% | −208−3.5% | Reduced |
| Fulcrum Equity Management | 6,375 | $295.0K | 0.11% | +298+4.9% | Added |
| Paloma Partners Management Co | 6,246 | $289.0K | 0.01% | −15,815−71.7% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 6,014 | $279.0K | 0.31% | −825−12.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,833 | $270.0K | 0.12% | +53+0.9% | Added |
| IBM Retirement Fund | 5,798 | $269.0K | 0.02% | −985−14.5% | Reduced |
| Belpointe Asset Management LLC | 5,383 | $249.0K | 0.02% | +5,383 | New |
| Raymond James Financial Services Advisors, Inc. | 5,201 | $241.0K | 0.00% | −1,142−18.0% | Reduced |
| Tower Research Capital LLC (TRC) | 5,157 | $239.0K | 0.01% | −24,896−82.8% | Reduced |
| Cambria Investment Management, L.P. | 5,076 | $235.0K | 0.04% | +5,076 | New |
| Shell Asset Management Co | 4,941 | $229.0K | 0.00% | −3,472−41.3% | Reduced |
| First Mercantile Trust Co | 4,716 | $218.0K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 4,554 | $211.0K | 0.00% | +4,554 | New |
| Demars Financial Group, LLC | 4,497 | $208.0K | 0.13% | +4,497 | New |
| Agf Investments Inc. | 4,268 | $198.0K | 0.00% | −568−11.7% | Reduced |
| DekaBank Deutsche Girozentrale | 4,248 | $196.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,629 | $168.0K | 0.02% | +843+30.3% | Added |
| Washington Trust Co | 3,534 | $164.0K | 0.00% | −15−0.4% | Reduced |
| Canada Pension Plan Investment Board | 3,359 | $156.0K | 0.00% | −57,092−94.4% | Reduced |
| Ci Investments Inc. | 2,573 | $119.0K | 0.00% | +943+57.9% | Added |
| American International Group, Inc. | 2,509 | $116.0K | 0.00% | +197+8.5% | Added |
| Wolverine Asset Management LLC | 2,229 | $103.0K | 0.00% | +397+21.7% | Added |
| Harbour Investments, Inc. | 2,071 | $96.0K | 0.00% | −10.0% | Reduced |
| Lazard Asset Management LLC | 1,641 | $76.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,611 | $75.0K | 0.01% | −45−2.7% | Reduced |
| CWM, LLC | 1,554 | $72.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,524 | $71.0K | 0.00% | +1,524 | New |
| Pacer Advisors, Inc. | 1,339 | $62.0K | 0.00% | +1,339 | New |
| Whittier Trust Co | 1,236 | $57.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 997 | $45.0K | 0.00% | +374+60.0% | Added |
| FFT Wealth Management LLC | 795 | $37.0K | 0.01% | +795 | New |
| Huntington National Bank | 751 | $35.0K | 0.00% | −43−5.4% | Reduced |
| Cutler Group LP | 700 | $32.0K | 0.00% | −600−46.2% | Reduced |
| Signaturefd, LLC | 680 | $31.0K | 0.00% | +487+252.3% | 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 |
| 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 |
| First Horizon Advisors, Inc. | 363 | $17.0K | 0.00% | −35−8.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 350 | $16.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 331 | $15.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 324 | $15.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 300 | $14.0K | 0.01% | +300 | New |
| Spire Wealth Management | 280 | $13.0K | 0.00% | −1,001−78.1% | Reduced |
| FourThought Financial, LLC | 237 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 138 | $6.00K | 0.00% | +13+10.4% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 18 | $834 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 9 | $432 | 0.00% | +9 | New |
| Glassman Wealth Services | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | – | – | 00.0% | Unchanged |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −325,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −221,700−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −218,437−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −139,700−100.0% | Sold out |
| Hill Winds Capital LP | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |