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 |
|---|---|---|---|---|---|
| American Trust | 4,196 | $239.0K | 0.02% | +4,196 | New |
| Centiva Capital, LP | 4,175 | $238.0K | 0.02% | +4,175 | New |
| Resources Investment Advisors, LLC. | 4,162 | $237.0K | 0.01% | +4,162 | New |
| Eqis Capital Management, Inc. | 4,075 | $232.0K | 0.02% | −95−2.3% | Reduced |
| Howard Capital Management Group, LLC | 3,946 | $225.0K | 0.02% | +3,946 | New |
| Two Sigma Securities, LLC | 3,828 | $218.0K | 0.04% | +3,828 | 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 |
| Exchange Traded Concepts, LLC | 3,700 | $211.0K | 0.00% | +3,700 | New |
| qPULA Trading Management LP | 3,668 | $209.0K | 0.37% | +3,668 | New |
| Peapack Gladstone Financial Corp | 3,653 | $208.0K | 0.00% | +3,653 | 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 |
| Raymond James Financial Services Advisors, Inc. | 3,608 | $205.0K | 0.00% | +3,608 | New |
| Cooper Financial Group | 3,575 | $203.0K | 0.08% | −1,655−31.6% | Reduced |
| Washington Trust Co | 3,535 | $201.0K | 0.01% | −3−0.1% | Reduced |
| Exane Derivatives | 3,285 | $186.9K | 0.05% | +236+7.7% | Added |
| Simplex Trading, LLC | 3,046 | $173.0K | 0.01% | −6,678−68.7% | Reduced |
| American International Group, Inc. | 2,301 | $131.0K | 0.00% | +65+2.9% | Added |
| Signaturefd, LLC | 2,254 | $128.0K | 0.00% | +1,000+79.7% | Added |
| Ci Investments Inc. | 2,162 | $123.0K | 0.00% | −582−21.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,613 | $90.0K | 0.00% | +666+70.3% | Added |
| James Investment Research Inc | 1,440 | $82.0K | 0.01% | −1,440−50.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,327 | $76.0K | 0.04% | +1,327 | New |
| Whittier Trust Co | 1,236 | $70.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,194 | $68.0K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 1,091 | $62.0K | 0.07% | +400+57.9% | Added |
| Signet Financial Management, LLC | 1,052 | $60.0K | 0.01% | +1,052 | New |
| Lazard Asset Management LLC | 1,051 | $59.0K | 0.00% | +64+6.5% | Added |
| Annapolis Financial Services, LLC | 1,000 | $57.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $56.0K | 0.00% | +1,000 | New |
| Neo Ivy Capital Management | 909 | $52.0K | 0.07% | −4,545−83.3% | Reduced |
| Harvest Fund Management Co., Ltd | 903 | $51.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 859 | $49.0K | 0.00% | +859 | New |
| FinTrust Capital Advisors, LLC | 817 | $46.0K | 0.01% | +817 | New |
| Parallel Advisors, LLC | 793 | $45.0K | 0.00% | +113+16.6% | Added |
| Spire Wealth Management | 691 | $39.0K | 0.00% | +691 | New |
| National Bank of Canada | 639 | $36.0K | 0.00% | +639 | New |
| Farmers & Merchants Investments Inc | 622 | $35.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 575 | $33.0K | 0.00% | +251+77.5% | Added |
| Evoke Wealth, LLC | 567 | $32.0K | 0.00% | +4+0.7% | Added |
| Capital Analysts, LLC | 532 | $30.0K | 0.00% | +2+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 477 | $28.0K | 0.00% | +398+503.8% | Added |
| MUFG Americas Holdings Corp | 472 | $27.0K | 0.00% | +233+97.5% | Added |
| Curi Capital | 466 | $26.0K | 0.00% | +466 | New |
| 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 |
| Lindbrook Capital, LLC | 383 | $22.0K | 0.00% | +10+2.7% | Added |
| Dark Forest Capital Management LP | 369 | $21.0K | 0.01% | −1,667−81.9% | Reduced |
| 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 |
| JJJ Advisors Inc. | 331 | $19.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 261 | $15.0K | 0.00% | +64+32.5% | Added |
| FourThought Financial, LLC | 237 | $13.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Covestor Ltd | 174 | $10.0K | 0.01% | +174 | New |
| Investmark Advisory Group LLC | 185 | $10.0K | 0.01% | +185 | New |
| Snowden Capital Advisors LLC | 159 | $9.00K | 0.00% | +159 | New |
| Lee Financial Co | 134 | $8.00K | 0.00% | +134 | New |
| Steward Partners Investment Advisory, LLC | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 100 | $6.00K | 0.00% | +100 | 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 |
| Archer Investment Corp | 80 | $4.55K | 0.00% | +80 | New |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 23 | $1.31K | 0.00% | +5+27.8% | Added |
| 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 |
| Versant Capital Management, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 6 | $0 | 0.00% | +6 | New |
| Federated Hermes, Inc. | 3 | – | – | −1−25.0% | Reduced |
| Sofos Investments, Inc. | 228 | – | – | +226+11,300.0% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −206,315−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −174,441−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −95,702−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −81,706−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −50,070−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −46,672−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −45,476−100.0% | Sold out |
| Eii Capital Management, Inc. | 0 | $0 | 0.00% | −28,550−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −20,175−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −11,399−100.0% | Sold out |