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, Q3 2021
Institutional positions in CubeSmart as of Sep 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
- 331
- +41 vs. Q2 2021
- Shares held
- 189.6M
- −5.46M (−2.8%) vs. Q2 2021
- Total value
- $9.19B
- +$155.7M (+1.7%) vs. Q2 2021
- New holders
- 64
- 116 more added
- Sold out
- 23
- 107 more reduced
5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $0 | 0.00% | +6 | New |
| American Portfolios Advisors | 18 | $872 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Meridian Wealth Partners, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Leonteq Securities AG | 38 | $1.84K | 0.00% | +38 | New |
| Private Capital Group, LLC | 43 | $2.00K | 0.00% | −40−48.2% | Reduced |
| Sound Income Strategies, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 38 | $2.00K | 0.00% | +38 | New |
| Brown Brothers Harriman & Co | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 65 | $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 |
| Fieldpoint Private Securities, LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 79 | $4.00K | 0.00% | −379−82.8% | Reduced |
| Valley National Advisers Inc | 82 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 91 | $4.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 120 | $6.00K | 0.00% | +120 | New |
| Berman Capital Advisors, LLC | 172 | $8.00K | 0.00% | +89+107.2% | Added |
| Bell Investment Advisors, Inc | 191 | $9.00K | 0.00% | +191 | New |
| Ancora Advisors, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 197 | $10.0K | 0.00% | +92+87.6% | Added |
| FourThought Financial, LLC | 237 | $11.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 239 | $12.0K | 0.00% | +239 | New |
| O'Shaughnessy Asset Management, LLC | 278 | $13.0K | 0.00% | +140+101.4% | Added |
| North Star Investment Management Corp. | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 324 | $16.0K | 0.00% | −427−56.9% | Reduced |
| JJJ Advisors Inc. | 331 | $16.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 350 | $17.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 373 | $18.0K | 0.00% | +49+15.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 386 | $19.0K | 0.00% | +23+6.3% | Added |
| Better Money Decisions, LLC | 462 | $22.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 530 | $26.0K | 0.00% | −1,081−67.1% | Reduced |
| Evoke Wealth, LLC | 563 | $27.0K | 0.00% | +563 | New |
| Farmers & Merchants Investments Inc | 622 | $30.0K | 0.00% | +622 | New |
| Parallel Advisors, LLC | 680 | $33.0K | 0.00% | +272+66.7% | Added |
| Danda Trouve Investment Management, Inc. | 691 | $33.0K | 0.04% | +691 | New |
| Harvest Fund Management Co., Ltd | 903 | $43.0K | 0.01% | +903 | New |
| Kowal Investment Group, LLC | 910 | $44.0K | 0.01% | +910 | New |
| Rockefeller Capital Management L.P. | 947 | $45.0K | 0.00% | −50−5.0% | Reduced |
| Lazard Asset Management LLC | 987 | $47.0K | 0.00% | −654−39.9% | Reduced |
| Annapolis Financial Services, LLC | 1,000 | $48.0K | 0.02% | +1,000 | New |
| Pacer Advisors, Inc. | 1,194 | $58.0K | 0.00% | −145−10.8% | Reduced |
| Whittier Trust Co | 1,236 | $60.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,254 | $61.0K | 0.00% | +574+84.4% | Added |
| FNY Investment Advisers, LLC | 1,328 | $64.0K | 0.03% | +1,328 | New |
| Focused Wealth Management, Inc | 1,400 | $68.0K | 0.01% | +1,400 | New |
| Dark Forest Capital Management LP | 2,036 | $99.0K | 0.04% | +2,036 | New |
| Harbour Investments, Inc. | 2,071 | $100.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 2,236 | $108.0K | 0.00% | −273−10.9% | Reduced |
| Ci Investments Inc. | 2,744 | $133.0K | 0.00% | +171+6.6% | Added |
| James Investment Research Inc | 2,880 | $140.0K | 0.01% | +2,880 | New |
| Neo Ivy Capital Management | 5,454 | $147.0K | 0.17% | +5,454 | New |
| Exane Derivatives | 3,049 | $147.7K | 0.04% | +3,040+33,777.8% | Added |
| Washington Trust Co | 3,538 | $171.0K | 0.00% | +4+0.1% | Added |
| Agf Investments Inc. | 3,600 | $174.0K | 0.00% | −668−15.7% | Reduced |
| Eqis Capital Management, Inc. | 4,170 | $202.0K | 0.02% | +4,170 | New |
| Unigestion Holding SA | 4,111 | $205.0K | 0.01% | −21,483−83.9% | Reduced |
| Norinchukin Bank, The | 4,336 | $210.0K | 0.00% | +4,336 | New |
| Tower Research Capital LLC (TRC) | 4,477 | $217.0K | 0.01% | −680−13.2% | Reduced |
| Bridgefront Capital, LLC | 4,508 | $218.0K | 0.23% | +4,508 | New |
| Mercer Global Advisors Inc | 4,669 | $226.0K | 0.00% | +115+2.5% | Added |
| First Mercantile Trust Co | 4,756 | $230.0K | 0.03% | +40+0.8% | Added |
| Demars Financial Group, LLC | 4,904 | $238.0K | 0.14% | +407+9.1% | Added |
| Arkadios Wealth Advisors | 5,131 | $248.0K | 0.04% | +1,502+41.4% | Added |
| Cooper Financial Group | 5,230 | $253.0K | 0.05% | +5,230 | New |
| Engineers Gate Manager LP | 5,467 | $265.0K | 0.02% | +5,467 | New |
| Belpointe Asset Management LLC | 5,494 | $266.0K | 0.02% | +111+2.1% | Added |
| Assenagon Asset Management S.A. | 5,553 | $269.0K | 0.00% | +5,553 | New |
| Cambria Investment Management, L.P. | 5,568 | $270.0K | 0.05% | +492+9.7% | Added |
| Azzad Asset Management Inc | 5,640 | $273.3K | 0.04% | +5,640 | New |
| Fifth Third Bancorp | 5,745 | $278.0K | 0.00% | −10,067−63.7% | Reduced |
| IBM Retirement Fund | 5,798 | $281.0K | 0.02% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 5,806 | $281.0K | 0.02% | +5,806 | New |
| Legg Mason Asset Management (Japan) Co., Ltd. | 6,014 | $291.0K | 0.34% | 00.0% | Unchanged |
| Fulcrum Equity Management | 6,275 | $304.0K | 0.12% | −100−1.6% | Reduced |
| Wolverine Asset Management LLC | 6,374 | $308.0K | 0.00% | +4,145+186.0% | Added |
| Dynamic Technology Lab Private Ltd | 6,398 | $310.0K | 0.04% | −872−12.0% | Reduced |
| Alyeska Investment Group, L.P. | 6,528 | $316.0K | 0.00% | +6,528 | New |
| Vanderbilt University | 6,730 | $326.1K | 0.08% | +6,730 | New |
| Curtis Advisory Group, LLC | 6,834 | $331.0K | 0.12% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 7,040 | $341.0K | 0.09% | +7,040 | New |
| Lincoln National Corp | 7,084 | $343.0K | 0.01% | +7,084 | New |
| Diversified Trust Co | 7,287 | $353.0K | 0.01% | +7,287 | New |
| Twin Tree Management, LP | 7,632 | $370.0K | 0.01% | −6,229−44.9% | Reduced |
| Krane Funds Advisors LLC | 7,759 | $376.0K | 0.01% | −3,943−33.7% | Reduced |
| CIBC Asset Management Inc | 7,773 | $377.0K | 0.00% | +771+11.0% | Added |
| Janney Montgomery Scott LLC | 7,964 | $386.0K | 0.00% | +7,964 | New |
| Pathstone Family Office, LLC | 7,984 | $390.0K | 0.01% | +643+8.8% | Added |
| Cetera Advisor Networks LLC | 8,262 | $400.0K | 0.01% | −1,070−11.5% | Reduced |
| JustInvest LLC | 8,326 | $403.0K | 0.04% | −862−9.4% | Reduced |
| Vident Investment Advisory, LLC | 8,541 | $414.0K | 0.01% | −162−1.9% | Reduced |
| Kaizen Financial Strategies | 8,725 | $423.0K | 0.34% | +8,725 | New |
| Versor Investments LP | 8,800 | $426.0K | 0.01% | +8,800 | New |