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, Q4 2022
Institutional positions in CubeSmart as of Dec 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
- 360
- +31 vs. Q3 2022
- Shares held
- 233.7M
- +18.8M (+8.8%) vs. Q3 2022
- Total value
- $9.41B
- +$800.1M (+9.3%) vs. Q3 2022
- New holders
- 78
- 155 more added
- Sold out
- 47
- 93 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 11 | $0 | 0.00% | +11 | New |
| CVA Family Office, LLC | 5 | $201 | 0.00% | +5 | New |
| Versant Capital Management, Inc | 7 | $282 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 12 | $483 | 0.00% | +12 | New |
| Beaird Harris Wealth Management, LLC | 13 | $523 | 0.00% | +13 | New |
| Glassman Wealth Services | 16 | $644 | 0.00% | +3+23.1% | Added |
| BDO Wealth Advisors, LLC | 16 | $644 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 17 | $1.00K | 0.00% | +17 | New |
| FIL Ltd | 25 | $1.01K | 0.00% | +13+108.3% | Added |
| Red Tortoise LLC | 38 | $1.53K | 0.00% | +38 | New |
| Concord Wealth Partners | 43 | $1.73K | 0.00% | +43 | New |
| Sound Income Strategies, LLC | 51 | $2.05K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 65 | $2.62K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 66 | $2.66K | 0.00% | −19−22.4% | Reduced |
| Massmutual Trust Co FSB | 77 | $3.00K | 0.00% | +65+541.7% | Added |
| Corrado Advisors, LLC | 79 | $3.17K | 0.00% | +79 | New |
| Archer Investment Corp | 80 | $3.22K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 81 | $4.00K | 0.00% | −346−81.0% | Reduced |
| Adirondack Trust Co | 116 | $4.67K | 0.00% | +6+5.5% | Added |
| Global Retirement Partners, LLC | 121 | $4.88K | 0.00% | +41+51.2% | Added |
| Proequities, Inc. | 132 | $5.38K | 0.00% | +73+123.7% | Added |
| Creative Financial Designs Inc | 134 | $5.39K | 0.00% | +2+1.5% | Added |
| Bell Investment Advisors, Inc | 182 | $7.33K | 0.00% | +14+8.3% | Added |
| Ancora Advisors, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $8.05K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $8.05K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 205 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 240 | $9.66K | 0.00% | +240 | New |
| Parallel Advisors, LLC | 271 | $10.9K | 0.00% | −110−28.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 300 | $12.0K | 0.00% | −200−40.0% | Reduced |
| North Star Investment Management Corp. | 300 | $12.1K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 302 | $12.8K | 0.00% | −74−19.7% | Reduced |
| Riverview Trust Co | 320 | $13.0K | 0.01% | +320 | New |
| Lindbrook Capital, LLC | 336 | $13.5K | 0.00% | −21−5.9% | Reduced |
| Quarry LP | 343 | $13.8K | 0.02% | +343 | New |
| Cullen/Frost Bankers, Inc. | 350 | $14.1K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 400 | $16.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 424 | $17.1K | 0.00% | −23−5.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 455 | $18.3K | 0.01% | +3+0.7% | Added |
| Ellevest, Inc. | 462 | $18.6K | 0.00% | +462 | New |
| Signaturefd, LLC | 492 | $19.8K | 0.00% | −384−43.8% | Reduced |
| Focused Wealth Management, Inc | 500 | $20.1K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 546 | $22.0K | 0.00% | +4+0.7% | Added |
| Bank of New Hampshire | 685 | $28.0K | 0.01% | −130−16.0% | Reduced |
| Huntington National Bank | 708 | $28.5K | 0.00% | +22+3.2% | Added |
| Allworth Financial LP | 715 | $28.8K | 0.00% | +270+60.7% | Added |
| Farmers & Merchants Investments Inc | 722 | $29.1K | 0.00% | +100+16.1% | Added |
| Covestor Ltd | 744 | $30.0K | 0.02% | +449+152.2% | Added |
| HHM Wealth Advisors, LLC | 777 | $31.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 898 | $36.1K | 0.00% | −69−7.1% | Reduced |
| FinTrust Capital Advisors, LLC | 972 | $39.1K | 0.01% | +100+11.5% | Added |
| Quadrant Capital Group LLC | 1,061 | $42.7K | 0.00% | +869+452.6% | Added |
| PSI Advisors, LLC | 1,125 | $45.3K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,229 | $49.5K | 0.01% | +568+85.9% | Added |
| Whittier Trust Co | 1,236 | $49.7K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,269 | $51.1K | 0.00% | +200+18.7% | Added |
| Geneos Wealth Management Inc. | 1,301 | $52.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,316 | $53.0K | 0.00% | +420+46.9% | Added |
| Rockefeller Capital Management L.P. | 1,468 | $58.0K | 0.00% | +19+1.3% | Added |
| Loomis Sayles & Co L P | 1,788 | $72.0K | 0.00% | −233,629−99.2% | Reduced |
| Phocas Financial Corp. | 1,800 | $72.5K | 0.01% | +1,800 | New |
| Ci Investments Inc. | 1,922 | $77.0K | 0.00% | +760+65.4% | Added |
| Acadian Asset Management LLC | 1,990 | $80.0K | 0.00% | +1,990 | New |
| Harvest Fund Management Co., Ltd | 2,044 | $82.0K | 0.02% | −345−14.4% | Reduced |
| Ossiam | 2,326 | $93.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,642 | $106.3K | 0.04% | +2,642 | New |
| Assetmark, Inc | 2,838 | $114.2K | 0.00% | +38+1.4% | Added |
| GWM Advisors LLC | 5,167 | $123.1K | 0.00% | +5,167 | New |
| Tucker Asset Management LLC | 3,111 | $128.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,303 | $132.9K | 0.00% | −68,036−95.4% | Reduced |
| Washington Trust Co | 3,539 | $142.4K | 0.01% | +2+0.1% | Added |
| Advisory Services Network, LLC | 3,589 | $144.5K | 0.00% | +3,589 | New |
| Fifth Third Bancorp | 4,574 | $184.1K | 0.00% | −165−3.5% | Reduced |
| Kaizen Financial Strategies | 4,846 | $202.2K | 0.20% | −1,086−18.3% | Reduced |
| Exchange Traded Concepts, LLC | 5,253 | $211.4K | 0.01% | +1,109+26.8% | Added |
| Cetera Investment Advisers | 5,292 | $213.0K | 0.00% | +5,292 | New |
| Commerce Bank | 5,751 | $231.5K | 0.00% | +335+6.2% | Added |
| CIBC Asset Management Inc | 5,803 | $233.6K | 0.00% | −1,696−22.6% | Reduced |
| Renaissance Group LLC | 5,862 | $241.2K | 0.01% | +5,862 | New |
| Curtis Advisory Group, LLC | 6,146 | $247.4K | 0.10% | −200−3.2% | Reduced |
| Belpointe Asset Management LLC | 6,237 | $251.0K | 0.02% | +482+8.4% | Added |
| Stephens Inc | 6,308 | $253.9K | 0.01% | +136+2.2% | Added |
| Cetera Advisor Networks LLC | 6,396 | $257.5K | 0.00% | +6,396 | New |
| Cambridge Investment Research Advisors, Inc. | 6,445 | $259.0K | 0.00% | −3,478−35.0% | Reduced |
| Panagora Asset Management Inc | 6,500 | $261.6K | 0.00% | −208−3.1% | Reduced |
| Cooper Financial Group | 6,680 | $268.9K | 0.08% | +1,591+31.3% | Added |
| Tower Research Capital LLC (TRC) | 6,738 | $271.0K | 0.01% | +3,255+93.5% | Added |
| Wexford Capital LP | 6,886 | $277.2K | 0.06% | +6,886 | New |
| Metropolitan Life Insurance Co | 6,953 | $279.9K | 0.01% | −29−0.4% | Reduced |
| Gotham Asset Management, LLC | 7,247 | $291.7K | 0.01% | +7,247 | New |
| XML Financial, LLC | 7,369 | $296.6K | 0.04% | +7,369 | New |
| Premier Asset Management LLC | 7,658 | $308.2K | 0.39% | +2,107+38.0% | Added |
| MML Investors Services, LLC | 8,058 | $324.0K | 0.00% | +873+12.2% | Added |
| Ibex Wealth Advisors | 8,089 | $326.0K | 0.07% | +8,089 | New |
| Vident Investment Advisory, LLC | 8,209 | $330.4K | 0.01% | +294+3.7% | Added |
| Quantbot Technologies LP | 8,419 | $338.9K | 0.02% | −16,517−66.2% | Reduced |
| Naviter Wealth, LLC | 7,918 | $345.2K | 0.09% | +848+12.0% | Added |
| Norinchukin Bank, The | 8,607 | $346.4K | 0.01% | +1,236+16.8% | Added |
| Emfo, LLC | 8,930 | $359.4K | 0.36% | 00.0% | Unchanged |