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, Q2 2022
Institutional positions in CubeSmart as of Jun 30, 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
- 325
- −30 vs. Q1 2022
- Shares held
- 212.6M
- +6.50M (+3.2%) vs. Q1 2022
- Total value
- $9.11B
- −$1.61B (−15.0%) vs. Q1 2022
- New holders
- 31
- 141 more added
- Sold out
- 61
- 105 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CNB Bank | 6 | $0 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 18 | $769 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 30 | $1.00K | 0.00% | −4,506−99.3% | Reduced |
| Glassman Wealth Services | 12 | $1.00K | 0.00% | −69−85.2% | Reduced |
| Endurance Wealth Management, Inc. | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 27 | $1.00K | 0.00% | +27 | New |
| American National Bank | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 79 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 66 | $3.00K | 0.00% | +66 | New |
| Spire Wealth Management | 60 | $3.00K | 0.00% | +60 | New |
| Archer Investment Corp | 80 | $3.42K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 97 | $4.00K | 0.00% | −105−52.0% | Reduced |
| HHM Wealth Advisors, LLC | 101 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 82 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 85 | $4.00K | 0.00% | +19+28.8% | Added |
| Adirondack Trust Co | 110 | $5.00K | 0.00% | +35+46.7% | Added |
| Castle Wealth Management LLC | 110 | $5.00K | 0.00% | +110 | New |
| Creative Financial Designs Inc | 131 | $6.00K | 0.00% | +1+0.8% | Added |
| Institutional & Family Asset Management, LLC | 150 | $6.00K | 0.00% | +42+38.9% | Added |
| Bell Investment Advisors, Inc | 177 | $8.00K | 0.00% | +177 | New |
| ClariVest Asset Management LLC | 205 | $9.00K | 0.00% | −17,076−98.8% | Reduced |
| Quadrant Capital Group LLC | 218 | $9.00K | 0.00% | −424−66.0% | Reduced |
| Ancora Advisors, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 233 | $10.0K | 0.00% | −108−31.7% | Reduced |
| Caldwell Trust Co | 300 | $12.8K | 0.00% | +300 | New |
| Covestor Ltd | 298 | $13.0K | 0.01% | −1,235−80.6% | Reduced |
| North Star Investment Management Corp. | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 326 | $14.0K | 0.00% | +89+37.6% | Added |
| Cullen/Frost Bankers, Inc. | 350 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 354 | $15.0K | 0.00% | +297+521.1% | Added |
| Lindbrook Capital, LLC | 375 | $16.0K | 0.00% | −29−7.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 382 | $16.0K | 0.00% | +209+120.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 437 | $19.0K | 0.00% | −200−31.4% | Reduced |
| Curi Capital | 466 | $20.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 432 | $20.0K | 0.01% | +3+0.7% | Added |
| Better Money Decisions, LLC | 462 | $20.0K | 0.02% | +462 | New |
| Focused Wealth Management, Inc | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 574 | $22.0K | 0.00% | −28−4.7% | Reduced |
| Tucker Asset Management LLC | 525 | $22.4K | 0.01% | +525 | New |
| Evoke Wealth, LLC | 522 | $23.0K | 0.00% | −41−7.3% | Reduced |
| Capital Analysts, LLC | 538 | $23.0K | 0.00% | +3+0.6% | Added |
| TD Private Client Wealth LLC | 540 | $23.1K | 0.00% | +246+83.7% | Added |
| Venture Visionary Partners LLC | 582 | $24.9K | 0.00% | +582 | New |
| Allworth Financial LP | 593 | $25.0K | 0.00% | +193+48.3% | Added |
| Huntington National Bank | 635 | $27.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 622 | $27.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 648 | $28.0K | 0.02% | −384−37.2% | Reduced |
| Cubist Systematic Strategies, LLC | 700 | $30.0K | 0.00% | −44,783−98.5% | Reduced |
| Bank of New Hampshire | 780 | $33.0K | 0.01% | +720+1,200.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 900 | $38.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 947 | $40.0K | 0.00% | +8+0.9% | Added |
| Annapolis Financial Services, LLC | 1,000 | $43.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,000 | $44.0K | 0.01% | +84+9.2% | Added |
| Money Concepts Capital Corp | 1,069 | $47.0K | 0.00% | +129+13.7% | Added |
| PSI Advisors, LLC | 1,125 | $48.0K | 0.02% | +625+125.0% | Added |
| Ci Investments Inc. | 1,221 | $52.0K | 0.00% | −941−43.5% | Reduced |
| First Horizon Advisors, Inc. | 1,224 | $52.0K | 0.00% | +408+50.0% | Added |
| Whittier Trust Co | 1,236 | $53.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,250 | $53.0K | 0.01% | +1,250 | New |
| Northern Oak Wealth Management Inc | 1,474 | $63.0K | 0.01% | +1,474 | New |
| Geneos Wealth Management Inc. | 1,591 | $69.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,719 | $73.0K | 0.00% | +652+61.1% | Added |
| Rockefeller Capital Management L.P. | 1,942 | $82.0K | 0.00% | +128+7.1% | Added |
| American International Group, Inc. | 2,339 | $100.0K | 0.00% | +59+2.6% | Added |
| Harvest Fund Management Co., Ltd | 2,389 | $102.0K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 2,525 | $108.0K | 0.00% | −9,926−79.7% | Reduced |
| Simplex Trading, LLC | 2,800 | $119.0K | 0.00% | −12,061−81.2% | Reduced |
| Washington Trust Co | 3,527 | $151.0K | 0.01% | +4+0.1% | Added |
| Robeco Institutional Asset Management B.V. | 3,732 | $159.0K | 0.00% | −136,678−97.3% | Reduced |
| New York State Teachers Retirement System | 3,800 | $162.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,990 | $170.0K | 0.00% | +193+5.1% | Added |
| Campbell & CO Investment Adviser LLC | 4,694 | $201.0K | 0.05% | −337−6.7% | Reduced |
| MetLife Investment Management | 4,708 | $201.1K | 0.00% | +351+8.1% | Added |
| Fifth Third Bancorp | 4,798 | $205.0K | 0.00% | −50−1.0% | Reduced |
| Commerce Bank | 5,162 | $221.0K | 0.00% | +5,162 | New |
| AlphaCrest Capital Management LLC | 5,560 | $238.0K | 0.01% | −1,361−19.7% | Reduced |
| Belpointe Asset Management LLC | 5,739 | $245.0K | 0.02% | +244+4.4% | Added |
| Kaizen Financial Strategies | 5,871 | $251.0K | 0.25% | +46+0.8% | Added |
| Fox Run Management, L.L.C. | 6,017 | $257.0K | 0.13% | +474+8.6% | Added |
| MML Investors Services, LLC | 6,031 | $258.0K | 0.00% | −3,414−36.1% | Reduced |
| Norinchukin Bank, The | 6,079 | $260.0K | 0.01% | +622+11.4% | Added |
| Naviter Wealth, LLC | 6,164 | $266.0K | 0.11% | −163−2.6% | Reduced |
| Curtis Advisory Group, LLC | 6,346 | $271.0K | 0.11% | −211−3.2% | Reduced |
| Comerica Bank | 6,753 | $286.0K | 0.00% | −620−8.4% | Reduced |
| Panagora Asset Management Inc | 6,708 | $287.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,991 | $299.0K | 0.01% | +1,289+22.6% | Added |
| Stephens Inc | 7,013 | $300.0K | 0.01% | −618−8.1% | Reduced |
| Mackenzie Financial Corp | 7,042 | $301.0K | 0.00% | +226+3.3% | Added |
| Manufacturers Life Insurance Company, The | 7,220 | $308.4K | 0.00% | +843+13.2% | Added |
| CIBC Asset Management Inc | 7,499 | $320.0K | 0.00% | −548−6.8% | Reduced |