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, Q1 2022
Institutional positions in CubeSmart as of Mar 31, 2022. 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
- 361
- −24 vs. Q4 2021
- Shares held
- 213.4M
- −1.25M (−0.6%) vs. Q4 2021
- Total value
- $11.1B
- −$1.08B (−8.8%) vs. Q4 2021
- New holders
- 47
- 130 more added
- Sold out
- 71
- 143 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CNB Bank | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1 | $0 | 0.00% | +1 | New |
| American Portfolios Advisors | 18 | $937 | 0.00% | −5−21.7% | Reduced |
| Private Capital Group, LLC | 19 | $1.00K | 0.00% | −24−55.8% | Reduced |
| BDO Wealth Advisors, LLC | 16 | $1.00K | 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 |
| Lake Point Wealth Management | 40 | $2.00K | 0.00% | +20+100.0% | Added |
| Earnest Partners LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 56 | $3.00K | 0.00% | +56 | New |
| Global Retirement Partners, LLC | 79 | $3.00K | 0.00% | +79 | New |
| Bank of New Hampshire | 60 | $3.00K | 0.00% | +60 | New |
| Bivin & Associates, Inc. | 60 | $3.00K | 0.00% | +60 | New |
| Quent Capital, LLC | 57 | $3.00K | 0.00% | +57 | New |
| Valley National Advisers Inc | 82 | $4.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 81 | $4.00K | 0.00% | +71+710.0% | Added |
| Archer Investment Corp | 80 | $4.24K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 91 | $5.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 101 | $5.00K | 0.00% | +101 | New |
| Steward Partners Investment Advisory, LLC | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 108 | $6.00K | 0.00% | +22+25.6% | Added |
| Creative Financial Designs Inc | 130 | $7.00K | 0.00% | +130 | New |
| Northwestern Mutual Wealth Management Co | 173 | $9.00K | 0.00% | −304−63.7% | Reduced |
| Ancora Advisors, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $10.0K | 0.00% | +100+100.0% | Added |
| Meeder Asset Management Inc | 202 | $11.0K | 0.00% | +202 | New |
| FourThought Financial, LLC | 237 | $12.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 243 | $13.0K | 0.00% | +205+539.5% | Added |
| Cutler Group LP | 300 | $15.0K | 0.00% | +300 | New |
| TD Private Client Wealth LLC | 294 | $15.3K | 0.00% | +294 | New |
| North Star Investment Management Corp. | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 341 | $18.0K | 0.00% | −131−27.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 350 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 388 | $20.0K | 0.00% | −663−63.1% | Reduced |
| Allworth Financial LP | 400 | $21.0K | 0.00% | −7−1.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 404 | $21.0K | 0.00% | +21+5.5% | Added |
| JJJ Advisors Inc. | 429 | $22.0K | 0.01% | +98+29.6% | Added |
| IFP Advisors, Inc | 602 | $23.0K | 0.00% | +602 | New |
| Solstein Capital, LLC | 445 | $23.0K | 0.02% | +445 | New |
| Curi Capital | 466 | $24.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 500 | $26.0K | 0.00% | +500 | New |
| PSI Advisors, LLC | 500 | $26.0K | 0.01% | +500 | New |
| Capital Analysts, LLC | 535 | $28.0K | 0.00% | +3+0.6% | Added |
| Evoke Wealth, LLC | 563 | $30.0K | 0.00% | −4−0.7% | Reduced |
| Farmers & Merchants Investments Inc | 622 | $32.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 635 | $33.0K | 0.00% | +60+10.4% | Added |
| Quadrant Capital Group LLC | 642 | $33.0K | 0.00% | +381+146.0% | Added |
| Prospera Financial Services Inc | 632 | $33.0K | 0.00% | +632 | New |
| Parallel Advisors, LLC | 637 | $34.0K | 0.00% | −156−19.7% | Reduced |
| National Bank of Canada | 794 | $41.0K | 0.00% | +155+24.3% | Added |
| First Horizon Advisors, Inc. | 816 | $42.0K | 0.00% | +457+127.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 900 | $47.0K | 0.00% | +900 | New |
| FinTrust Capital Advisors, LLC | 916 | $48.0K | 0.01% | +99+12.1% | Added |
| CWM, LLC | 939 | $49.0K | 0.00% | +80+9.3% | Added |
| Money Concepts Capital Corp | 940 | $49.0K | 0.00% | +940 | New |
| Annapolis Financial Services, LLC | 1,000 | $52.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,032 | $54.0K | 0.03% | −295−22.2% | Reduced |
| Signaturefd, LLC | 1,067 | $56.0K | 0.00% | −1,187−52.7% | Reduced |
| Koshinski Asset Management, Inc. | 1,198 | $62.3K | 0.01% | −5,855−83.0% | Reduced |
| Whittier Trust Co | 1,236 | $64.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,533 | $80.0K | 0.06% | +1,359+781.0% | Added |
| Geneos Wealth Management Inc. | 1,591 | $82.0K | 0.00% | +591+59.1% | Added |
| Rockefeller Capital Management L.P. | 1,814 | $93.0K | 0.00% | +201+12.5% | Added |
| Ci Investments Inc. | 2,162 | $112.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 2,280 | $119.0K | 0.00% | −21−0.9% | Reduced |
| Harvest Fund Management Co., Ltd | 2,389 | $124.0K | 0.03% | +1,486+164.6% | Added |
| Clear Street Markets LLC | 2,600 | $135.0K | 0.04% | −11,800−81.9% | Reduced |
| Washington Trust Co | 3,523 | $183.0K | 0.01% | −12−0.3% | Reduced |
| New York State Teachers Retirement System | 3,800 | $198.0K | 0.00% | −14,700−79.5% | Reduced |
| Exchange Traded Concepts, LLC | 3,797 | $198.0K | 0.00% | +97+2.6% | Added |
| Mutual Advisors, LLC | 3,846 | $200.0K | 0.01% | +96+2.6% | Added |
| BCJ Capital Management, LLC | 3,868 | $201.0K | 0.02% | +3,868 | New |
| Profund Advisors LLC | 3,883 | $202.0K | 0.01% | −2,814−42.0% | Reduced |
| Graham Capital Management, L.P. | 3,883 | $202.0K | 0.01% | +3,883 | New |
| Howard Capital Management Group, LLC | 3,946 | $205.0K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,100 | $213.0K | 0.01% | −62−1.5% | Reduced |
| Two Sigma Securities, LLC | 4,231 | $220.0K | 0.03% | +403+10.5% | Added |
| MetLife Investment Management | 4,357 | $226.7K | 0.00% | +4,357 | New |
| Dark Forest Capital Management LP | 4,536 | $236.0K | 0.06% | +4,167+1,129.3% | Added |
| Measured Wealth Private Client Group, LLC | 4,752 | $247.0K | 0.09% | +4,752 | New |
| Cetera Advisor Networks LLC | 4,767 | $248.0K | 0.00% | −1,004−17.4% | Reduced |
| Fifth Third Bancorp | 4,848 | $252.0K | 0.00% | −268−5.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,031 | $262.0K | 0.07% | −3,600−41.7% | Reduced |
| Gsa Capital Partners LLP | 5,122 | $266.0K | 0.04% | −1,406−21.5% | Reduced |
| Norinchukin Bank, The | 5,457 | $284.0K | 0.00% | +434+8.6% | Added |
| Belpointe Asset Management LLC | 5,495 | $286.0K | 0.02% | +10.0% | Added |
| Oppenheimer & Co Inc | 5,514 | $287.0K | 0.01% | +469+9.3% | Added |
| Fox Run Management, L.L.C. | 5,543 | $288.0K | 0.16% | −6,684−54.7% | Reduced |
| Quantinno Capital Management LP | 5,549 | $289.0K | 0.04% | +5,549 | New |
| Advisory Services Network, LLC | 5,702 | $297.0K | 0.01% | −3,779−39.9% | Reduced |
| Mercer Global Advisors Inc | 5,759 | $300.0K | 0.00% | +1,000+21.0% | Added |
| Kaizen Financial Strategies | 5,825 | $303.0K | 0.24% | −2,233−27.7% | Reduced |
| Wexford Capital LP | 5,831 | $303.0K | 0.06% | +5,831 | New |