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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 17,221 | $690.0K | 0.13% | +17,221 | New |
| Outlook Wealth Advisors, LLC | 16,896 | $677.0K | 0.30% | −407−2.4% | Reduced |
| Winton Group Ltd | 16,682 | $668.0K | 0.04% | +5,278+46.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 16,440 | $659.0K | 0.20% | −17,475−51.5% | Reduced |
| Maryland State Retirement & Pension System | 16,359 | $655.0K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 16,263 | $652.0K | 0.00% | −2,375−12.7% | Reduced |
| Stifel Financial Corp | 16,044 | $642.0K | 0.00% | +390+2.5% | Added |
| Redpoint Investment Management Pty Ltd | 15,851 | $635.0K | 0.09% | +2,800+21.5% | Added |
| Ergoteles LLC | 15,339 | $614.0K | 0.02% | +15,339 | New |
| CoreCap Advisors, LLC | 14,923 | $598.0K | 0.05% | −1,029−6.5% | Reduced |
| Winmill & Co. Inc | 14,000 | $561.0K | 0.22% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 13,941 | $558.0K | 0.00% | −1,812−11.5% | Reduced |
| Pinnacle Associates Ltd | 13,736 | $550.0K | 0.01% | −197−1.4% | Reduced |
| Lockheed Martin Investment Management Co | 13,719 | $549.0K | 0.04% | −2,300−14.4% | Reduced |
| Creative Planning | 13,543 | $543.0K | 0.00% | +729+5.7% | Added |
| Penserra Capital Management LLC | 13,176 | $527.0K | 0.01% | −2,093−13.7% | Reduced |
| Shell Asset Management Co | 13,105 | $525.0K | 0.02% | −928−6.6% | Reduced |
| Azzad Asset Management Inc | 13,032 | $522.0K | 0.05% | +298+2.3% | Added |
| Intech Investment Management LLC | 12,724 | $509.7K | 0.00% | +12,724 | New |
| Fox Run Management, L.L.C. | 11,397 | $457.0K | 0.18% | +5,380+89.4% | Added |
| Mariner, LLC | 11,116 | $445.0K | 0.00% | +90+0.8% | Added |
| Wealthspire Advisors, LLC | 11,087 | $444.0K | 0.01% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 10,236 | $410.0K | 0.02% | +10,236 | New |
| Sit Investment Associates Inc | 9,950 | $399.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,923 | $398.0K | 0.00% | +197+2.0% | Added |
| PEAK6 Investments LLC | 9,800 | $393.0K | 0.01% | −7,587−43.6% | Reduced |
| Yousif Capital Management, LLC | 9,407 | $377.0K | 0.01% | −637−6.3% | Reduced |
| Emfo, LLC | 8,930 | $358.0K | 0.34% | 00.0% | Unchanged |
| RFG Advisory, LLC | 8,750 | $346.0K | 0.02% | +507+6.2% | Added |
| DFPG Investments, LLC | 8,938 | $342.0K | 0.15% | +8,938 | New |
| Point72 Hong Kong Ltd | 8,466 | $339.0K | 0.02% | −16,905−66.6% | Reduced |
| Wolverine Trading, LLC | 8,511 | $336.0K | 0.01% | +8,511 | New |
| The PNC Financial Services Group, Inc. | 8,323 | $333.0K | 0.00% | +652+8.5% | Added |
| NVWM, LLC | 8,030 | $322.0K | 0.13% | −34−0.4% | Reduced |
| Vident Investment Advisory, LLC | 7,915 | $303.0K | 0.01% | +230+3.0% | Added |
| CIBC Asset Management Inc | 7,499 | $300.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 7,457 | $298.7K | 0.00% | +237+3.3% | Added |
| Norinchukin Bank, The | 7,371 | $295.0K | 0.01% | +1,292+21.3% | Added |
| MML Investors Services, LLC | 7,185 | $288.0K | 0.00% | +1,154+19.1% | Added |
| Naviter Wealth, LLC | 7,070 | $286.0K | 0.12% | +906+14.7% | Added |
| Metropolitan Life Insurance Co | 6,982 | $279.7K | 0.01% | −2,967−29.8% | Reduced |
| Gsa Capital Partners LLP | 6,970 | $279.0K | 0.04% | +6,970 | New |
| Panagora Asset Management Inc | 6,708 | $269.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,657 | $267.0K | 0.00% | −1,861−21.8% | Reduced |
| Curtis Advisory Group, LLC | 6,346 | $254.0K | 0.10% | 00.0% | Unchanged |
| Comerica Bank | 6,711 | $253.0K | 0.00% | −42−0.6% | Reduced |
| Stephens Inc | 6,172 | $247.0K | 0.01% | −841−12.0% | Reduced |
| Boothbay Fund Management, LLC | 6,115 | $245.0K | 0.01% | +6,115 | New |
| Kaizen Financial Strategies | 5,932 | $238.0K | 0.24% | +61+1.0% | Added |
| Belpointe Asset Management LLC | 5,755 | $231.0K | 0.02% | +16+0.3% | Added |
| Quantamental Technologies LLC | 5,720 | $229.0K | 0.09% | +5,720 | New |
| Premier Asset Management LLC | 5,551 | $223.0K | 0.23% | +5,551 | New |
| Commerce Bank | 5,416 | $217.0K | 0.00% | +254+4.9% | Added |
| DuPont Capital Management Corp | 5,365 | $215.0K | 0.01% | +5,365 | New |
| Cooper Financial Group | 5,089 | $204.0K | 0.07% | +5,089 | New |
| Fifth Third Bancorp | 4,739 | $190.0K | 0.00% | −59−1.2% | Reduced |
| MetLife Investment Management | 4,597 | $184.2K | 0.00% | −111−2.4% | Reduced |
| Exchange Traded Concepts, LLC | 4,144 | $166.0K | 0.01% | +154+3.9% | Added |
| Washington Trust Co | 3,537 | $142.0K | 0.01% | +10+0.3% | Added |
| Tower Research Capital LLC (TRC) | 3,483 | $139.0K | 0.00% | −10,233−74.6% | Reduced |
| Tucker Asset Management LLC | 3,111 | $130.3K | 0.04% | +2,586+492.6% | Added |
| Assetmark, Inc | 2,800 | $112.0K | 0.00% | +275+10.9% | Added |
| Harvest Fund Management Co., Ltd | 2,389 | $96.0K | 0.03% | 00.0% | Unchanged |
| American International Group, Inc. | 2,345 | $94.0K | 0.00% | +6+0.3% | Added |
| Ossiam | 2,326 | $93.0K | 0.00% | +2,326 | New |
| Rockefeller Capital Management L.P. | 1,449 | $57.0K | 0.00% | −493−25.4% | Reduced |
| Geneos Wealth Management Inc. | 1,301 | $52.0K | 0.00% | −290−18.2% | Reduced |
| Whittier Trust Co | 1,236 | $50.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,162 | $47.0K | 0.00% | −59−4.8% | Reduced |
| PSI Advisors, LLC | 1,125 | $45.0K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,069 | $43.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 980 | $39.3K | 0.00% | +440+81.5% | Added |
| First Horizon Advisors, Inc. | 967 | $39.0K | 0.00% | −257−21.0% | Reduced |
| CWM, LLC | 896 | $36.0K | 0.00% | −51−5.4% | Reduced |
| Signaturefd, LLC | 876 | $35.0K | 0.00% | −843−49.0% | Reduced |
| FinTrust Capital Advisors, LLC | 872 | $35.0K | 0.01% | −128−12.8% | Reduced |
| Wipfli Financial Advisors LLC, | 845 | $34.0K | 0.00% | +845 | New |
| Bank of New Hampshire | 815 | $33.0K | 0.01% | +35+4.5% | Added |
| HHM Wealth Advisors, LLC | 777 | $31.0K | 0.01% | +676+669.3% | Added |
| Huntington National Bank | 686 | $27.0K | 0.00% | +51+8.0% | Added |
| Dark Forest Capital Management LP | 661 | $26.0K | 0.00% | +631+2,103.3% | Added |
| Farmers & Merchants Investments Inc | 622 | $25.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 542 | $22.0K | 0.00% | +4+0.7% | Added |
| Evoke Wealth, LLC | 522 | $21.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 427 | $19.0K | 0.00% | −147−25.6% | Reduced |
| 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 |
| Jackson, Grant Investment Advisers, Inc. | 400 | $16.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 381 | $15.0K | 0.00% | −56−12.8% | Reduced |
| 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 |
| FourThought Financial, LLC | 326 | $13.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $12.0K | 0.00% | 00.0% | Unchanged |