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, Q4 2021
Institutional positions in CubeSmart as of Dec 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
- 389
- +61 vs. Q3 2021
- Shares held
- 214.7M
- +25.1M (+13.3%) vs. Q3 2021
- Total value
- $12.2B
- +$3.02B (+32.9%) vs. Q3 2021
- New holders
- 93
- 163 more added
- Sold out
- 32
- 90 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 6 | $0 | 0.00% | +6 | New |
| Glassman Wealth Services | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23 | $1.00K | 0.00% | +23 | New |
| BDO Wealth Advisors, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Lake Point Wealth Management | 20 | $1.00K | 0.00% | +20 | New |
| American Portfolios Advisors | 23 | $1.31K | 0.00% | +5+27.8% | Added |
| Endurance Wealth Management, Inc. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 38 | $2.00K | 0.00% | +38 | New |
| NEXT Financial Group, Inc | 58 | $3.00K | 0.00% | +4+7.4% | Added |
| Private Capital Group, LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 75 | $4.00K | 0.00% | +75 | New |
| Archer Investment Corp | 80 | $4.55K | 0.00% | +80 | New |
| Valley National Advisers Inc | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 91 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 86 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 86 | $5.00K | 0.00% | +86 | New |
| Heritage Wealth Advisors | 100 | $6.00K | 0.00% | +100 | New |
| Steward Partners Investment Advisory, LLC | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 134 | $8.00K | 0.00% | +134 | New |
| Snowden Capital Advisors LLC | 159 | $9.00K | 0.00% | +159 | New |
| Covestor Ltd | 174 | $10.0K | 0.01% | +174 | New |
| Investmark Advisory Group LLC | 185 | $10.0K | 0.01% | +185 | New |
| Ancora Advisors, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 200 | $11.0K | 0.00% | +9+4.7% | Added |
| Gould Capital, LLC | 200 | $11.0K | 0.01% | +200 | New |
| FourThought Financial, LLC | 237 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 261 | $15.0K | 0.00% | +64+32.5% | Added |
| North Star Investment Management Corp. | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 331 | $19.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 359 | $20.0K | 0.00% | −27−7.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 350 | $20.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 369 | $21.0K | 0.01% | −1,667−81.9% | Reduced |
| Lindbrook Capital, LLC | 383 | $22.0K | 0.00% | +10+2.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 400 | $23.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 407 | $23.0K | 0.00% | +407 | New |
| Total Clarity Wealth Management, Inc. | 400 | $23.0K | 0.01% | +400 | New |
| Curi Capital | 466 | $26.0K | 0.00% | +466 | New |
| MUFG Americas Holdings Corp | 472 | $27.0K | 0.00% | +233+97.5% | Added |
| Northwestern Mutual Wealth Management Co | 477 | $28.0K | 0.00% | +398+503.8% | Added |
| Capital Analysts, LLC | 532 | $30.0K | 0.00% | +2+0.4% | Added |
| Evoke Wealth, LLC | 567 | $32.0K | 0.00% | +4+0.7% | Added |
| Huntington National Bank | 575 | $33.0K | 0.00% | +251+77.5% | Added |
| Farmers & Merchants Investments Inc | 622 | $35.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 639 | $36.0K | 0.00% | +639 | New |
| Spire Wealth Management | 691 | $39.0K | 0.00% | +691 | New |
| Parallel Advisors, LLC | 793 | $45.0K | 0.00% | +113+16.6% | Added |
| FinTrust Capital Advisors, LLC | 817 | $46.0K | 0.01% | +817 | New |
| CWM, LLC | 859 | $49.0K | 0.00% | +859 | New |
| Harvest Fund Management Co., Ltd | 903 | $51.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 909 | $52.0K | 0.07% | −4,545−83.3% | Reduced |
| Geneos Wealth Management Inc. | 1,000 | $56.0K | 0.00% | +1,000 | New |
| Annapolis Financial Services, LLC | 1,000 | $57.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,051 | $59.0K | 0.00% | +64+6.5% | Added |
| Signet Financial Management, LLC | 1,052 | $60.0K | 0.01% | +1,052 | New |
| Danda Trouve Investment Management, Inc. | 1,091 | $62.0K | 0.07% | +400+57.9% | Added |
| Pacer Advisors, Inc. | 1,194 | $68.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,236 | $70.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,327 | $76.0K | 0.04% | +1,327 | New |
| James Investment Research Inc | 1,440 | $82.0K | 0.01% | −1,440−50.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,613 | $90.0K | 0.00% | +666+70.3% | Added |
| Ci Investments Inc. | 2,162 | $123.0K | 0.00% | −582−21.2% | Reduced |
| Signaturefd, LLC | 2,254 | $128.0K | 0.00% | +1,000+79.7% | Added |
| American International Group, Inc. | 2,301 | $131.0K | 0.00% | +65+2.9% | Added |
| Simplex Trading, LLC | 3,046 | $173.0K | 0.01% | −6,678−68.7% | Reduced |
| Exane Derivatives | 3,285 | $186.9K | 0.05% | +236+7.7% | Added |
| Washington Trust Co | 3,535 | $201.0K | 0.01% | −3−0.1% | Reduced |
| Cooper Financial Group | 3,575 | $203.0K | 0.08% | −1,655−31.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,608 | $205.0K | 0.00% | +3,608 | New |
| New South Capital Management Inc | 3,625 | $206.0K | 0.01% | +3,625 | New |
| Baird Financial Group, Inc. | 3,615 | $206.0K | 0.00% | +3,615 | New |
| Peapack Gladstone Financial Corp | 3,653 | $208.0K | 0.00% | +3,653 | New |
| qPULA Trading Management LP | 3,668 | $209.0K | 0.37% | +3,668 | New |
| Exchange Traded Concepts, LLC | 3,700 | $211.0K | 0.00% | +3,700 | New |
| Manufacturers Life Insurance Company, The | 3,744 | $213.0K | 0.00% | +3,744 | New |
| Mutual Advisors, LLC | 3,750 | $213.0K | 0.01% | +3,750 | New |
| Two Sigma Securities, LLC | 3,828 | $218.0K | 0.04% | +3,828 | New |
| Howard Capital Management Group, LLC | 3,946 | $225.0K | 0.02% | +3,946 | New |
| Eqis Capital Management, Inc. | 4,075 | $232.0K | 0.02% | −95−2.3% | Reduced |
| Resources Investment Advisors, LLC. | 4,162 | $237.0K | 0.01% | +4,162 | New |
| Centiva Capital, LP | 4,175 | $238.0K | 0.02% | +4,175 | New |
| American Trust | 4,196 | $239.0K | 0.02% | +4,196 | New |
| MML Investors Services, LLC | 4,343 | $247.0K | 0.00% | +4,343 | New |
| Point72 Hong Kong Ltd | 4,525 | $258.0K | 0.02% | −1,281−22.1% | Reduced |
| IBM Retirement Fund | 4,611 | $262.0K | 0.03% | −1,187−20.5% | Reduced |
| Mirabella Financial Services LLP | 4,637 | $264.0K | 0.03% | +4,637 | New |
| Mercer Global Advisors Inc | 4,759 | $271.0K | 0.00% | +90+1.9% | Added |
| Cambria Investment Management, L.P. | 4,800 | $273.0K | 0.05% | −768−13.8% | Reduced |
| Demars Financial Group, LLC | 4,904 | $279.0K | 0.15% | 00.0% | Unchanged |
| Norinchukin Bank, The | 5,023 | $286.0K | 0.00% | +687+15.8% | Added |
| Oppenheimer & Co Inc | 5,045 | $287.0K | 0.01% | +5,045 | New |
| Fifth Third Bancorp | 5,116 | $291.0K | 0.00% | −629−10.9% | Reduced |
| Castleview Partners, LLC | 16,788 | $295.0K | 0.00% | +16,788 | New |
| PVG Asset Management Corp | 5,441 | $309.6K | 1.13% | +5,441 | New |
| Belpointe Asset Management LLC | 5,494 | $313.0K | 0.02% | 00.0% | Unchanged |