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 |
|---|---|---|---|---|---|
| Vident Investment Advisory, LLC | 7,915 | $303.0K | 0.01% | +230+3.0% | Added |
| NVWM, LLC | 8,030 | $322.0K | 0.13% | −34−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 8,323 | $333.0K | 0.00% | +652+8.5% | Added |
| Wolverine Trading, LLC | 8,511 | $336.0K | 0.01% | +8,511 | New |
| Point72 Hong Kong Ltd | 8,466 | $339.0K | 0.02% | −16,905−66.6% | Reduced |
| DFPG Investments, LLC | 8,938 | $342.0K | 0.15% | +8,938 | New |
| RFG Advisory, LLC | 8,750 | $346.0K | 0.02% | +507+6.2% | Added |
| Emfo, LLC | 8,930 | $358.0K | 0.34% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 9,407 | $377.0K | 0.01% | −637−6.3% | Reduced |
| PEAK6 Investments LLC | 9,800 | $393.0K | 0.01% | −7,587−43.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,923 | $398.0K | 0.00% | +197+2.0% | Added |
| Sit Investment Associates Inc | 9,950 | $399.0K | 0.01% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 10,236 | $410.0K | 0.02% | +10,236 | New |
| Wealthspire Advisors, LLC | 11,087 | $444.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 11,116 | $445.0K | 0.00% | +90+0.8% | Added |
| Fox Run Management, L.L.C. | 11,397 | $457.0K | 0.18% | +5,380+89.4% | Added |
| Intech Investment Management LLC | 12,724 | $509.7K | 0.00% | +12,724 | New |
| Azzad Asset Management Inc | 13,032 | $522.0K | 0.05% | +298+2.3% | Added |
| Shell Asset Management Co | 13,105 | $525.0K | 0.02% | −928−6.6% | Reduced |
| Penserra Capital Management LLC | 13,176 | $527.0K | 0.01% | −2,093−13.7% | Reduced |
| Creative Planning | 13,543 | $543.0K | 0.00% | +729+5.7% | Added |
| Lockheed Martin Investment Management Co | 13,719 | $549.0K | 0.04% | −2,300−14.4% | Reduced |
| Pinnacle Associates Ltd | 13,736 | $550.0K | 0.01% | −197−1.4% | Reduced |
| United Capital Financial Advisers, LLC | 13,941 | $558.0K | 0.00% | −1,812−11.5% | Reduced |
| Winmill & Co. Inc | 14,000 | $561.0K | 0.22% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 14,923 | $598.0K | 0.05% | −1,029−6.5% | Reduced |
| Ergoteles LLC | 15,339 | $614.0K | 0.02% | +15,339 | New |
| Redpoint Investment Management Pty Ltd | 15,851 | $635.0K | 0.09% | +2,800+21.5% | Added |
| Stifel Financial Corp | 16,044 | $642.0K | 0.00% | +390+2.5% | Added |
| US Bancorp | 16,263 | $652.0K | 0.00% | −2,375−12.7% | Reduced |
| Maryland State Retirement & Pension System | 16,359 | $655.0K | 0.05% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 16,440 | $659.0K | 0.20% | −17,475−51.5% | Reduced |
| Winton Group Ltd | 16,682 | $668.0K | 0.04% | +5,278+46.3% | Added |
| Outlook Wealth Advisors, LLC | 16,896 | $677.0K | 0.30% | −407−2.4% | Reduced |
| FORA Capital, LLC | 17,221 | $690.0K | 0.13% | +17,221 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,572 | $704.0K | 0.00% | +118+0.7% | Added |
| JustInvest LLC | 17,905 | $717.0K | 0.03% | −1,341−7.0% | Reduced |
| Neuberger Berman Group LLC | 17,939 | $718.0K | 0.00% | +9,230+106.0% | Added |
| Wolverine Asset Management LLC | 19,101 | $765.0K | 0.01% | +6,489+51.5% | Added |
| Schonfeld Strategic Advisors LLC | 20,593 | $826.0K | 0.01% | +20,593 | New |
| Spirit of America Management Corp | 20,750 | $831.0K | 0.20% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 21,673 | $868.0K | 0.09% | −484−2.2% | Reduced |
| American Century Companies Inc | 22,532 | $903.0K | 0.00% | +10,951+94.6% | Added |
| Nissay Asset Management Corp | 22,969 | $920.0K | 0.01% | +839+3.8% | Added |
| Toronto Dominion Bank | 23,796 | $953.0K | 0.00% | +278+1.2% | Added |
| Quantbot Technologies LP | 24,936 | $998.0K | 0.08% | −10,861−30.3% | Reduced |
| Empire Life Investments Inc. | 25,462 | $1.02M | 0.08% | +285+1.1% | Added |
| M&T Bank Corp | 25,747 | $1.03M | 0.00% | +257+1.0% | Added |
| Voloridge Investment Management, LLC | 26,037 | $1.04M | 0.01% | −46,327−64.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,171 | $1.05M | 0.10% | +26,171 | New |
| ProShare Advisors LLC | 27,254 | $1.09M | 0.00% | −1,499−5.2% | Reduced |
| Victory Capital Management Inc | 27,333 | $1.09M | 0.00% | −17,136−38.5% | Reduced |
| Jump Financial, LLC | 27,411 | $1.10M | 0.04% | −12,002−30.5% | Reduced |
| Mackenzie Financial Corp | 27,546 | $1.10M | 0.00% | +20,504+291.2% | Added |
| Pensionfund Sabic | 27,700 | $1.11M | 0.39% | −1,300−4.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 28,402 | $1.14M | 0.00% | +6,760+31.2% | Added |
| SG Americas Securities, LLC | 28,525 | $1.14M | 0.02% | −3,502−10.9% | Reduced |
| HighTower Advisors, LLC | 29,196 | $1.17M | 0.00% | −1,145−3.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,248 | $1.17M | 0.03% | +1,962+7.2% | Added |
| Voya Investment Management LLC | 29,317 | $1.17M | 0.00% | −545−1.8% | Reduced |
| Verition Fund Management LLC | 29,706 | $1.19M | 0.02% | +29,706 | New |
| Bokf, NA | 29,880 | $1.20M | 0.02% | +1,347+4.7% | Added |
| Handelsbanken Fonder AB | 31,534 | $1.26M | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 32,308 | $1.29M | 0.73% | +70.0% | Added |
| Illinois Municipal Retirement Fund | 32,632 | $1.31M | 0.03% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 32,938 | $1.32M | 0.03% | +32,938 | New |
| Decatur Capital Management, Inc. | 33,034 | $1.32M | 1.00% | +33,034 | New |
| Bayesian Capital Management, LP | 33,798 | $1.35M | 0.27% | +33,798 | New |
| LPL Financial LLC | 34,139 | $1.37M | 0.00% | +1,366+4.2% | Added |
| Federation des caisses Desjardins du Quebec | 34,766 | $1.39M | 0.02% | +6,960+25.0% | Added |
| Presima Inc. | 35,100 | $1.41M | 0.42% | +200+0.6% | Added |
| AlphaCrest Capital Management LLC | 35,651 | $1.43M | 0.09% | +30,091+541.2% | Added |
| Virtus ETF Advisers LLC | 37,257 | $1.49M | 0.60% | +1,674+4.7% | Added |
| Pendal Group Limited | 39,060 | $1.56M | 0.02% | +4,060+11.6% | Added |
| Threadgill Financial, LLC | 39,234 | $1.57M | 1.55% | +39,234 | New |
| Utah Retirement Systems | 40,008 | $1.60M | 0.03% | +400+1.0% | Added |
| Algert Global LLC | 40,115 | $1.61M | 0.10% | +19,989+99.3% | Added |
| Amalgamated Bank | 40,817 | $1.64M | 0.02% | −1,505−3.6% | Reduced |
| Albion Financial Group | 40,990 | $1.64M | 0.17% | +1,982+5.1% | Added |
| Guggenheim Capital LLC | 42,432 | $1.70M | 0.02% | +8,910+26.6% | Added |
| First Republic Investment Management, Inc. | 44,910 | $1.80M | 0.00% | +2,004+4.7% | Added |
| Susquehanna International Group, LLP | 46,268 | $1.85M | 0.00% | −49,049−51.5% | Reduced |
| DekaBank Deutsche Girozentrale | 50,936 | $1.98M | 0.01% | −2,290−4.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 50,112 | $2.01M | 0.04% | +562+1.1% | Added |
| Ensign Peak Advisors, Inc | 50,280 | $2.01M | 0.01% | +18,285+57.1% | Added |
| Standard Life Aberdeen plc | 50,680 | $2.03M | 0.01% | +2,695+5.6% | Added |
| WCM Investment Management, LLC | 51,565 | $2.04M | 0.01% | +540+1.1% | Added |
| Advisors Asset Management, Inc. | 51,486 | $2.06M | 0.04% | −1,929−3.6% | Reduced |
| Canada Pension Plan Investment Board | 52,900 | $2.12M | 0.00% | −9,500−15.2% | Reduced |
| True North Advisors, LLC | 53,065 | $2.13M | 0.70% | +29+0.1% | Added |
| Van Eck Associates Corp | 56,315 | $2.26M | 0.01% | −21,762−27.9% | Reduced |
| Advisor Group Holdings, Inc. | 57,109 | $2.29M | 0.01% | +9,126+19.0% | Added |
| Truist Financial Corp | 57,169 | $2.29M | 0.00% | −769−1.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 58,000 | $2.32M | 0.01% | −32,795−36.1% | Reduced |
| Pensionfund DSM Netherlands | 58,800 | $2.36M | 1.70% | −2,700−4.4% | Reduced |
| Arizona State Retirement System | 60,991 | $2.44M | 0.03% | +286+0.5% | Added |
| Daiwa Securities Group Inc. | 62,631 | $2.51M | 0.02% | −93−0.1% | Reduced |
| Davis Selected Advisers | 62,880 | $2.52M | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 63,428 | $2.54M | 0.15% | +374+0.6% | Added |
| Foster & Motley Inc | 64,132 | $2.57M | 0.24% | −18,760−22.6% | Reduced |