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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 15,128 | $733.0K | 0.03% | +15,128 | New |
| Redpoint Investment Management Pty Ltd | 14,987 | $726.0K | 0.06% | −1,106−6.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 14,944 | $724.0K | 0.00% | −200−1.3% | Reduced |
| Voloridge Investment Management, LLC | 14,442 | $700.0K | 0.00% | +14,442 | New |
| Winmill & Co. Inc | 14,000 | $678.0K | 0.22% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 16,839 | $668.0K | 0.00% | −7,342−30.4% | Reduced |
| Ensign Peak Advisors, Inc | 13,390 | $649.0K | 0.00% | −2,565−16.1% | Reduced |
| Rafferty Asset Management, LLC | 13,020 | $631.0K | 0.00% | −2,610−16.7% | Reduced |
| Pinnacle Associates Ltd | 12,591 | $610.0K | 0.01% | +20.0% | Added |
| Caxton Associates LP | 12,494 | $605.0K | 0.09% | +12,494 | New |
| Assetmark, Inc | 12,072 | $585.0K | 0.00% | +835+7.4% | Added |
| AGF Investments LLC | 11,952 | $579.0K | 0.06% | −2,144−15.2% | Reduced |
| Stephens Inc | 11,603 | $562.0K | 0.01% | −6,894−37.3% | Reduced |
| Creative Planning | 11,451 | $555.0K | 0.00% | −189−1.6% | Reduced |
| Teza Capital Management LLC | 11,399 | $552.0K | 0.27% | −36,729−76.3% | Reduced |
| Ergoteles LLC | 11,222 | $544.0K | 0.02% | +11,222 | New |
| Pearl River Capital, LLC | 10,719 | $519.0K | 0.14% | +10,719 | New |
| Bank of Nova Scotia | 10,696 | $518.0K | 0.00% | −1,948−15.4% | Reduced |
| Koshinski Asset Management, Inc. | 10,526 | $510.0K | 0.04% | +10,526 | New |
| Jefferies Group LLC | 10,266 | $497.4K | 0.01% | +10,266 | New |
| The PNC Financial Services Group, Inc. | 10,225 | $496.0K | 0.00% | +1,471+16.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,208 | $495.0K | 0.00% | −935−8.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 10,083 | $489.0K | 0.01% | +2,882+40.0% | Added |
| Sit Investment Associates Inc | 9,950 | $482.0K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 9,818 | $476.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 9,784 | $474.0K | 0.01% | +4,843+98.0% | Added |
| Jump Financial, LLC | 9,652 | $468.0K | 0.03% | +9,652 | New |
| Van Eck Associates Corp | 9,422 | $456.0K | 0.00% | +1,272+15.6% | Added |
| Simplex Trading, LLC | 9,724 | $450.0K | 0.02% | −1,001−9.3% | Reduced |
| Versor Investments LP | 8,800 | $426.0K | 0.01% | +8,800 | New |
| Kaizen Financial Strategies | 8,725 | $423.0K | 0.34% | +8,725 | New |
| Vident Investment Advisory, LLC | 8,541 | $414.0K | 0.01% | −162−1.9% | Reduced |
| JustInvest LLC | 8,326 | $403.0K | 0.04% | −862−9.4% | Reduced |
| Cetera Advisor Networks LLC | 8,262 | $400.0K | 0.01% | −1,070−11.5% | Reduced |
| Pathstone Family Office, LLC | 7,984 | $390.0K | 0.01% | +643+8.8% | Added |
| Janney Montgomery Scott LLC | 7,964 | $386.0K | 0.00% | +7,964 | New |
| CIBC Asset Management Inc | 7,773 | $377.0K | 0.00% | +771+11.0% | Added |
| Krane Funds Advisors LLC | 7,759 | $376.0K | 0.01% | −3,943−33.7% | Reduced |
| Twin Tree Management, LP | 7,632 | $370.0K | 0.01% | −6,229−44.9% | Reduced |
| Diversified Trust Co | 7,287 | $353.0K | 0.01% | +7,287 | New |
| Lincoln National Corp | 7,084 | $343.0K | 0.01% | +7,084 | New |
| Gyon Technologies Capital Management, LP | 7,040 | $341.0K | 0.09% | +7,040 | New |
| Curtis Advisory Group, LLC | 6,834 | $331.0K | 0.12% | 00.0% | Unchanged |
| Vanderbilt University | 6,730 | $326.1K | 0.08% | +6,730 | New |
| Alyeska Investment Group, L.P. | 6,528 | $316.0K | 0.00% | +6,528 | New |
| Dynamic Technology Lab Private Ltd | 6,398 | $310.0K | 0.04% | −872−12.0% | Reduced |
| Wolverine Asset Management LLC | 6,374 | $308.0K | 0.00% | +4,145+186.0% | Added |
| Fulcrum Equity Management | 6,275 | $304.0K | 0.12% | −100−1.6% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 6,014 | $291.0K | 0.34% | 00.0% | Unchanged |
| 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 |
| Fifth Third Bancorp | 5,745 | $278.0K | 0.00% | −10,067−63.7% | Reduced |
| Azzad Asset Management Inc | 5,640 | $273.3K | 0.04% | +5,640 | New |
| Cambria Investment Management, L.P. | 5,568 | $270.0K | 0.05% | +492+9.7% | Added |
| Assenagon Asset Management S.A. | 5,553 | $269.0K | 0.00% | +5,553 | New |
| Belpointe Asset Management LLC | 5,494 | $266.0K | 0.02% | +111+2.1% | Added |
| Engineers Gate Manager LP | 5,467 | $265.0K | 0.02% | +5,467 | New |
| Cooper Financial Group | 5,230 | $253.0K | 0.05% | +5,230 | New |
| Arkadios Wealth Advisors | 5,131 | $248.0K | 0.04% | +1,502+41.4% | Added |
| Demars Financial Group, LLC | 4,904 | $238.0K | 0.14% | +407+9.1% | Added |
| First Mercantile Trust Co | 4,756 | $230.0K | 0.03% | +40+0.8% | Added |
| Mercer Global Advisors Inc | 4,669 | $226.0K | 0.00% | +115+2.5% | Added |
| Bridgefront Capital, LLC | 4,508 | $218.0K | 0.23% | +4,508 | New |
| Tower Research Capital LLC (TRC) | 4,477 | $217.0K | 0.01% | −680−13.2% | Reduced |
| Norinchukin Bank, The | 4,336 | $210.0K | 0.00% | +4,336 | New |
| Unigestion Holding SA | 4,111 | $205.0K | 0.01% | −21,483−83.9% | Reduced |
| Eqis Capital Management, Inc. | 4,170 | $202.0K | 0.02% | +4,170 | New |
| Agf Investments Inc. | 3,600 | $174.0K | 0.00% | −668−15.7% | Reduced |
| Washington Trust Co | 3,538 | $171.0K | 0.00% | +4+0.1% | Added |
| Exane Derivatives | 3,049 | $147.7K | 0.04% | +3,040+33,777.8% | Added |
| Neo Ivy Capital Management | 5,454 | $147.0K | 0.17% | +5,454 | New |
| James Investment Research Inc | 2,880 | $140.0K | 0.01% | +2,880 | New |
| Ci Investments Inc. | 2,744 | $133.0K | 0.00% | +171+6.6% | Added |
| American International Group, Inc. | 2,236 | $108.0K | 0.00% | −273−10.9% | Reduced |
| Harbour Investments, Inc. | 2,071 | $100.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,036 | $99.0K | 0.04% | +2,036 | New |
| Focused Wealth Management, Inc | 1,400 | $68.0K | 0.01% | +1,400 | New |
| FNY Investment Advisers, LLC | 1,328 | $64.0K | 0.03% | +1,328 | New |
| Signaturefd, LLC | 1,254 | $61.0K | 0.00% | +574+84.4% | Added |
| Whittier Trust Co | 1,236 | $60.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,194 | $58.0K | 0.00% | −145−10.8% | Reduced |
| Annapolis Financial Services, LLC | 1,000 | $48.0K | 0.02% | +1,000 | New |
| Lazard Asset Management LLC | 987 | $47.0K | 0.00% | −654−39.9% | Reduced |
| Rockefeller Capital Management L.P. | 947 | $45.0K | 0.00% | −50−5.0% | Reduced |
| Kowal Investment Group, LLC | 910 | $44.0K | 0.01% | +910 | New |
| Harvest Fund Management Co., Ltd | 903 | $43.0K | 0.01% | +903 | 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 |
| Farmers & Merchants Investments Inc | 622 | $30.0K | 0.00% | +622 | New |
| Evoke Wealth, LLC | 563 | $27.0K | 0.00% | +563 | New |
| Capital Analysts, LLC | 530 | $26.0K | 0.00% | −1,081−67.1% | Reduced |
| Better Money Decisions, LLC | 462 | $22.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Lindbrook Capital, LLC | 373 | $18.0K | 0.00% | +49+15.1% | Added |
| Cullen/Frost Bankers, Inc. | 350 | $17.0K | 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 |
| North Star Investment Management Corp. | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 278 | $13.0K | 0.00% | +140+101.4% | Added |