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, Q3 2022
Institutional positions in CubeSmart as of Sep 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
- 335
- +14 vs. Q2 2022
- Shares held
- 216.9M
- +4.30M (+2.0%) vs. Q2 2022
- Total value
- $8.69B
- −$422.3M (−4.6%) vs. Q2 2022
- New holders
- 43
- 121 more added
- Sold out
- 29
- 128 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FIL Ltd | 12 | $0 | 0.00% | +12 | New |
| Massmutual Trust Co FSB | 12 | $0 | 0.00% | +12 | New |
| Versant Capital Management, Inc | 7 | $0 | 0.00% | +7 | New |
| American Portfolios Advisors | 18 | $721 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 37 | $1.00K | 0.00% | −8,008−99.5% | Reduced |
| Endurance Wealth Management, Inc. | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 13 | $1.00K | 0.00% | +1+8.3% | Added |
| BDO Wealth Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 25 | $1.00K | 0.00% | +25 | New |
| AdvisorNet Financial, Inc | 15 | $1.00K | 0.00% | +15 | New |
| Meeder Asset Management Inc | 60 | $2.00K | 0.00% | −37−38.1% | Reduced |
| American National Bank | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $2.00K | 0.00% | +10+24.4% | Added |
| Proequities, Inc. | 59 | $2.00K | 0.00% | +59 | New |
| Lee Financial Co | 38 | $2.00K | 0.00% | +38 | New |
| Valley National Advisers Inc | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 80 | $3.00K | 0.00% | +1+1.3% | Added |
| Capital Advisors, Ltd. LLC | 72 | $3.00K | 0.00% | +72 | New |
| Archer Investment Corp | 80 | $3.21K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 111 | $4.00K | 0.00% | +1+0.9% | Added |
| Pinnacle Financial Partners Inc | 95 | $4.00K | 0.00% | +95 | New |
| Creative Financial Designs Inc | 132 | $5.00K | 0.00% | +1+0.8% | Added |
| Institutional & Family Asset Management, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 168 | $7.00K | 0.00% | −9−5.1% | Reduced |
| Ancora Advisors, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 192 | $8.00K | 0.00% | −26−11.9% | Reduced |
| Gould Capital, LLC | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $8.01K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 233 | $9.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 205 | $9.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 248 | $9.00K | 0.00% | +248 | New |
| North Star Investment Management Corp. | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 295 | $12.0K | 0.01% | −3−1.0% | Reduced |
| FourThought Financial, LLC | 326 | $13.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 376 | $14.0K | 0.00% | −56−13.0% | Reduced |
| Lindbrook Capital, LLC | 357 | $14.0K | 0.00% | −18−4.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 350 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 354 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 381 | $15.0K | 0.00% | −56−12.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 400 | $16.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 452 | $18.0K | 0.01% | −196−30.2% | Reduced |
| Allworth Financial LP | 445 | $18.0K | 0.00% | −148−25.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 447 | $18.0K | 0.00% | +65+17.0% | Added |
| IFP Advisors, Inc | 427 | $19.0K | 0.00% | −147−25.6% | Reduced |
| Annapolis Financial Services, LLC | 500 | $20.0K | 0.01% | −500−50.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $20.0K | 0.00% | −400−44.4% | Reduced |
| Focused Wealth Management, Inc | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 489 | $20.0K | 0.00% | +489 | New |
| Evoke Wealth, LLC | 522 | $21.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 542 | $22.0K | 0.00% | +4+0.7% | Added |
| Farmers & Merchants Investments Inc | 622 | $25.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 661 | $26.0K | 0.00% | +631+2,103.3% | Added |
| Huntington National Bank | 686 | $27.0K | 0.00% | +51+8.0% | Added |
| HHM Wealth Advisors, LLC | 777 | $31.0K | 0.01% | +676+669.3% | Added |
| Bank of New Hampshire | 815 | $33.0K | 0.01% | +35+4.5% | Added |
| Wipfli Financial Advisors LLC, | 845 | $34.0K | 0.00% | +845 | New |
| Signaturefd, LLC | 876 | $35.0K | 0.00% | −843−49.0% | Reduced |
| FinTrust Capital Advisors, LLC | 872 | $35.0K | 0.01% | −128−12.8% | Reduced |
| CWM, LLC | 896 | $36.0K | 0.00% | −51−5.4% | Reduced |
| First Horizon Advisors, Inc. | 967 | $39.0K | 0.00% | −257−21.0% | Reduced |
| TD Private Client Wealth LLC | 980 | $39.3K | 0.00% | +440+81.5% | Added |
| Money Concepts Capital Corp | 1,069 | $43.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,125 | $45.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,162 | $47.0K | 0.00% | −59−4.8% | Reduced |
| Whittier Trust Co | 1,236 | $50.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,301 | $52.0K | 0.00% | −290−18.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,449 | $57.0K | 0.00% | −493−25.4% | Reduced |
| Ossiam | 2,326 | $93.0K | 0.00% | +2,326 | New |
| American International Group, Inc. | 2,345 | $94.0K | 0.00% | +6+0.3% | Added |
| Harvest Fund Management Co., Ltd | 2,389 | $96.0K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 2,800 | $112.0K | 0.00% | +275+10.9% | Added |
| Tucker Asset Management LLC | 3,111 | $130.3K | 0.04% | +2,586+492.6% | Added |
| Tower Research Capital LLC (TRC) | 3,483 | $139.0K | 0.00% | −10,233−74.6% | Reduced |
| Washington Trust Co | 3,537 | $142.0K | 0.01% | +10+0.3% | Added |
| Exchange Traded Concepts, LLC | 4,144 | $166.0K | 0.01% | +154+3.9% | Added |
| MetLife Investment Management | 4,597 | $184.2K | 0.00% | −111−2.4% | Reduced |
| Fifth Third Bancorp | 4,739 | $190.0K | 0.00% | −59−1.2% | Reduced |
| Cooper Financial Group | 5,089 | $204.0K | 0.07% | +5,089 | New |
| DuPont Capital Management Corp | 5,365 | $215.0K | 0.01% | +5,365 | New |
| Commerce Bank | 5,416 | $217.0K | 0.00% | +254+4.9% | Added |
| Premier Asset Management LLC | 5,551 | $223.0K | 0.23% | +5,551 | New |
| Quantamental Technologies LLC | 5,720 | $229.0K | 0.09% | +5,720 | New |
| Belpointe Asset Management LLC | 5,755 | $231.0K | 0.02% | +16+0.3% | Added |
| Kaizen Financial Strategies | 5,932 | $238.0K | 0.24% | +61+1.0% | Added |
| Boothbay Fund Management, LLC | 6,115 | $245.0K | 0.01% | +6,115 | New |
| Stephens Inc | 6,172 | $247.0K | 0.01% | −841−12.0% | Reduced |
| Comerica Bank | 6,711 | $253.0K | 0.00% | −42−0.6% | Reduced |
| Curtis Advisory Group, LLC | 6,346 | $254.0K | 0.10% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,657 | $267.0K | 0.00% | −1,861−21.8% | Reduced |
| Panagora Asset Management Inc | 6,708 | $269.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,970 | $279.0K | 0.04% | +6,970 | New |
| Metropolitan Life Insurance Co | 6,982 | $279.7K | 0.01% | −2,967−29.8% | Reduced |
| Naviter Wealth, LLC | 7,070 | $286.0K | 0.12% | +906+14.7% | Added |
| MML Investors Services, LLC | 7,185 | $288.0K | 0.00% | +1,154+19.1% | Added |
| Norinchukin Bank, The | 7,371 | $295.0K | 0.01% | +1,292+21.3% | Added |
| Manufacturers Life Insurance Company, The | 7,457 | $298.7K | 0.00% | +237+3.3% | Added |
| CIBC Asset Management Inc | 7,499 | $300.0K | 0.00% | 00.0% | Unchanged |