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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 5,607 | $319.0K | 0.01% | +5,607 | New |
| Cetera Advisor Networks LLC | 5,771 | $328.0K | 0.00% | −2,491−30.2% | Reduced |
| Azzad Asset Management Inc | 5,784 | $329.1K | 0.04% | +144+2.6% | Added |
| Bluefin Capital Management, LLC | 5,800 | $330.0K | 0.03% | +5,800 | New |
| Legg Mason Asset Management (Japan) Co., Ltd. | 6,014 | $342.0K | 0.38% | 00.0% | Unchanged |
| Comerica Bank | 7,140 | $359.0K | 0.00% | +7,140 | New |
| Agf Investments Inc. | 6,358 | $362.0K | 0.00% | +2,758+76.6% | Added |
| Manteio Capital LLC | 6,429 | $366.0K | 0.47% | +6,429 | New |
| Arkadios Wealth Advisors | 6,484 | $369.0K | 0.05% | +1,353+26.4% | Added |
| Gsa Capital Partners LLP | 6,528 | $372.0K | 0.05% | −31,728−82.9% | Reduced |
| Naviter Wealth, LLC | 6,502 | $373.0K | 0.11% | +6,502 | New |
| Krane Funds Advisors LLC | 6,614 | $376.0K | 0.01% | −1,145−14.8% | Reduced |
| Profund Advisors LLC | 6,697 | $381.0K | 0.01% | −13,154−66.3% | Reduced |
| Panagora Asset Management Inc | 6,708 | $382.0K | 0.00% | −3,110−31.7% | Reduced |
| Mackenzie Financial Corp | 6,777 | $386.0K | 0.00% | −91,982−93.1% | Reduced |
| Curtis Advisory Group, LLC | 6,834 | $389.0K | 0.13% | 00.0% | Unchanged |
| Wedbush Securities Inc | 6,850 | $390.0K | 0.02% | +6,850 | New |
| Koshinski Asset Management, Inc. | 7,053 | $401.4K | 0.03% | −3,473−33.0% | Reduced |
| Astrantus Ltd | 7,413 | $422.0K | 0.32% | +7,413 | New |
| MQS Management LLC | 7,764 | $442.0K | 0.71% | +7,764 | New |
| TD Waterhouse Canada Inc. | 8,118 | $444.2K | 0.00% | +8,118 | New |
| DuPont Capital Management Corp | 7,961 | $453.0K | 0.02% | +7,961 | New |
| CIBC Asset Management Inc | 8,047 | $458.0K | 0.00% | +274+3.5% | Added |
| Kaizen Financial Strategies | 8,058 | $459.0K | 0.34% | −667−7.6% | Reduced |
| Pathstone Family Office, LLC | 8,191 | $470.0K | 0.01% | +207+2.6% | Added |
| Campbell & CO Investment Adviser LLC | 8,631 | $491.0K | 0.17% | −8,635−50.0% | Reduced |
| Vident Investment Advisory, LLC | 8,638 | $492.0K | 0.01% | +97+1.1% | Added |
| Fulcrum Equity Management | 8,735 | $497.0K | 0.19% | +2,460+39.2% | Added |
| Walleye Trading LLC | 8,774 | $499.0K | 0.01% | +8,774 | New |
| Gyon Technologies Capital Management, LP | 8,794 | $500.0K | 0.09% | +1,754+24.9% | Added |
| Laurion Capital Management LP | 8,983 | $511.0K | 0.01% | +8,983 | New |
| Fort Washington Investment Advisors Inc | 9,392 | $534.0K | 0.00% | +9,392 | New |
| Stevens Capital Management LP | 9,474 | $539.0K | 0.12% | +9,474 | New |
| Advisory Services Network, LLC | 9,481 | $540.0K | 0.02% | +9,481 | New |
| Versor Investments LP | 9,600 | $546.0K | 0.02% | +800+9.1% | Added |
| Janney Montgomery Scott LLC | 9,586 | $546.0K | 0.00% | +1,622+20.4% | Added |
| Sit Investment Associates Inc | 9,950 | $566.0K | 0.01% | 00.0% | Unchanged |
| Pinz Capital Management, LP | 10,000 | $569.0K | 0.22% | +10,000 | New |
| Edmond de Rothschild Holding S.A. | 10,083 | $574.0K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 10,108 | $575.0K | 0.02% | +10,108 | New |
| The PNC Financial Services Group, Inc. | 10,162 | $578.0K | 0.00% | −63−0.6% | Reduced |
| Rafferty Asset Management, LLC | 10,834 | $617.0K | 0.00% | −2,186−16.8% | Reduced |
| Assetmark, Inc | 10,883 | $619.0K | 0.00% | −1,189−9.8% | Reduced |
| Stephens Inc | 10,919 | $621.0K | 0.01% | −684−5.9% | Reduced |
| PEAK6 Investments LLC | 10,961 | $624.0K | 0.02% | +10,961 | New |
| Yousif Capital Management, LLC | 11,059 | $629.0K | 0.01% | +11,059 | New |
| Wealthspire Advisors, LLC | 11,087 | $631.0K | 0.01% | +11,087 | New |
| Quantamental Technologies LLC | 11,294 | $643.0K | 0.33% | +11,294 | New |
| JustInvest LLC | 11,545 | $657.0K | 0.04% | +3,219+38.7% | Added |
| Creative Planning | 11,670 | $664.0K | 0.00% | +219+1.9% | Added |
| Prelude Capital Management, LLC | 12,158 | $692.0K | 0.03% | +12,158 | New |
| Pinnacle Associates Ltd | 12,172 | $693.0K | 0.01% | −419−3.3% | Reduced |
| Fox Run Management, L.L.C. | 12,227 | $696.0K | 0.41% | +12,227 | New |
| Stifel Financial Corp | 12,266 | $698.0K | 0.00% | −7,627−38.3% | Reduced |
| GSI Capital Advisors LLC | 12,857 | $732.0K | 0.32% | −219,937−94.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,083 | $745.0K | 0.00% | +2,875+28.2% | Added |
| Paloma Partners Management Co | 13,655 | $777.0K | 0.02% | +13,655 | New |
| National Asset Management, Inc. | 13,687 | $780.0K | 0.02% | +13,687 | New |
| Emfo, LLC | 13,930 | $793.0K | 0.70% | +13,930 | New |
| Winmill & Co. Inc | 14,000 | $797.0K | 0.23% | 00.0% | Unchanged |
| Shell Asset Management Co | 14,019 | $798.0K | 0.02% | +4,235+43.3% | Added |
| Clear Street Markets LLC | 14,400 | $820.0K | 0.07% | +14,400 | New |
| AGF Investments LLC | 14,828 | $844.0K | 0.07% | +2,876+24.1% | Added |
| Redpoint Investment Management Pty Ltd | 14,987 | $853.0K | 0.07% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 15,165 | $863.0K | 0.05% | +37+0.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 15,392 | $876.0K | 0.00% | +448+3.0% | Added |
| US Bancorp | 15,702 | $893.0K | 0.00% | −6,030−27.7% | Reduced |
| First Quadrant L P | 15,877 | $904.0K | 0.10% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 16,359 | $931.0K | 0.02% | +1,027+6.7% | Added |
| Echo Street Capital Management LLC | 16,445 | $936.0K | 0.01% | +16,445 | New |
| CoreCap Advisors, LLC | 16,455 | $936.0K | 0.06% | +16,455 | New |
| AlphaStar Capital Management, LLC | 18,513 | $946.0K | 0.08% | −5,223−22.0% | Reduced |
| Van Eck Associates Corp | 16,781 | $955.0K | 0.00% | +7,359+78.1% | Added |
| Virtu Financial LLC | 16,871 | $960.0K | 0.10% | +16,871 | New |
| ClariVest Asset Management LLC | 17,289 | $984.0K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 17,323 | $986.0K | 0.00% | −28,728−62.4% | Reduced |
| Neuberger Berman Group LLC | 20,717 | $1.00M | 0.00% | +3,878+23.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 18,137 | $1.03M | 0.24% | −7,993−30.6% | Reduced |
| GWM Advisors LLC | 18,218 | $1.04M | 0.02% | −1,239−6.4% | Reduced |
| Bank of Nova Scotia | 18,421 | $1.05M | 0.00% | +7,725+72.2% | Added |
| New York State Teachers Retirement System | 18,500 | $1.05M | 0.00% | +1,500+8.8% | Added |
| Metropolitan Life Insurance Co | 18,567 | $1.06M | 0.01% | +1,139+6.5% | Added |
| United Capital Financial Advisers, LLC | 19,101 | $1.09M | 0.01% | +1,634+9.4% | Added |
| Bayesian Capital Management, LP | 19,100 | $1.09M | 0.34% | +19,100 | New |
| Winton Group Ltd | 19,513 | $1.11M | 0.07% | −23,339−54.5% | Reduced |
| Spirit of America Management Corp | 19,750 | $1.12M | 0.23% | 00.0% | Unchanged |
| M&T Bank Corp | 20,061 | $1.14M | 0.00% | +2,413+13.7% | Added |
| Illinois Municipal Retirement Fund | 20,085 | $1.14M | 0.03% | +4,672+30.3% | Added |
| Quantbot Technologies LP | 20,164 | $1.15M | 0.09% | −6,043−23.1% | Reduced |
| Nissay Asset Management Corp | 20,620 | $1.17M | 0.01% | +2,198+11.9% | Added |
| Ensign Peak Advisors, Inc | 21,125 | $1.20M | 0.00% | +7,735+57.8% | Added |
| Oak Thistle LLC | 21,155 | $1.20M | 0.93% | +21,155 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,818 | $1.24M | 0.03% | +3,210+17.3% | Added |
| Allstate Corp | 22,040 | $1.25M | 0.02% | −35,717−61.8% | Reduced |
| Lockheed Martin Investment Management Co | 23,419 | $1.33M | 0.07% | +23,419 | New |
| Pearl River Capital, LLC | 23,684 | $1.35M | 0.36% | +12,965+121.0% | Added |
| Dynamic Technology Lab Private Ltd | 23,695 | $1.35M | 0.15% | +17,297+270.4% | Added |
| Empire Life Investments Inc. | 24,352 | $1.39M | 0.08% | +1,773+7.9% | Added |
| Connectus Wealth, LLC | 24,979 | $1.42M | 0.06% | +24,979 | New |
| Toronto Dominion Bank | 25,743 | $1.47M | 0.00% | −4,537−15.0% | Reduced |