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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 9,172 | $369.2K | 0.02% | +8,192+835.9% | Added |
| Janney Montgomery Scott LLC | 9,281 | $374.0K | 0.00% | +2,624+39.4% | Added |
| River & Mercantile Asset Management LLP | 9,400 | $378.0K | 0.08% | +9,400 | New |
| Campbell & CO Investment Adviser LLC | 9,516 | $383.0K | 0.09% | +9,516 | New |
| Sit Investment Associates Inc | 9,950 | $400.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,952 | $400.6K | 0.00% | +1,629+19.6% | Added |
| DoubleLine ETF Adviser LP | 9,963 | $401.0K | 0.21% | +9,963 | New |
| JustInvest LLC | 10,006 | $402.7K | 0.02% | −7,899−44.1% | Reduced |
| Vestcor Inc | 10,093 | $406.0K | 0.01% | +10,093 | New |
| Connacht Asset Management LP | 10,136 | $408.0K | 0.82% | +10,136 | New |
| RFG Advisory, LLC | 8,912 | $414.6K | 0.02% | +162+1.9% | Added |
| Virtus ETF Advisers LLC | 10,393 | $418.3K | 0.22% | −26,864−72.1% | Reduced |
| Naples Global Advisors, LLC | 10,565 | $430.4K | 0.05% | +10,565 | New |
| Profund Advisors LLC | 10,775 | $433.7K | 0.03% | +10,775 | New |
| Shell Asset Management Co | 10,981 | $442.0K | 0.02% | −2,124−16.2% | Reduced |
| Leonteq Securities AG | 10,997 | $442.6K | 0.02% | +10,997 | New |
| Mackenzie Financial Corp | 11,213 | $451.3K | 0.00% | −16,333−59.3% | Reduced |
| Shelton Capital Management | 11,397 | $458.7K | 0.05% | +11,397 | New |
| Magnetar Financial LLC | 11,431 | $460.0K | 0.01% | +11,431 | New |
| DFPG Investments, LLC | 11,161 | $469.8K | 0.08% | +2,223+24.9% | Added |
| D. E. Shaw & Co., Inc. | 11,783 | $474.3K | 0.00% | −243,003−95.4% | Reduced |
| Penserra Capital Management LLC | 12,040 | $484.0K | 0.01% | −1,136−8.6% | Reduced |
| United Capital Financial Advisers, LLC | 12,476 | $502.2K | 0.00% | −1,465−10.5% | Reduced |
| Intech Investment Management LLC | 12,724 | $512.1K | 0.00% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 13,367 | $538.0K | 0.09% | +335+2.6% | Added |
| Gallacher Capital Management LLC | 13,507 | $543.7K | 0.33% | +13,507 | New |
| Orion Portfolio Solutions, LLC | 13,973 | $562.4K | 0.02% | +3,737+36.5% | Added |
| Winmill & Co. Inc | 14,000 | $563.5K | 0.21% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 14,100 | $566.7K | 0.01% | +14,100 | New |
| Bayesian Capital Management, LP | 14,098 | $567.4K | 0.08% | −19,700−58.3% | Reduced |
| Pinnacle Associates Ltd | 14,264 | $574.1K | 0.01% | +528+3.8% | Added |
| Stifel Financial Corp | 14,489 | $583.2K | 0.00% | −1,555−9.7% | Reduced |
| Crossmark Global Holdings, Inc. | 14,712 | $592.0K | 0.01% | +14,712 | New |
| Annapolis Financial Services, LLC | 14,875 | $598.7K | 0.19% | +14,375+2,875.0% | Added |
| Lockheed Martin Investment Management Co | 15,319 | $616.6K | 0.04% | +1,600+11.7% | Added |
| Creative Planning | 15,754 | $634.1K | 0.00% | +2,211+16.3% | Added |
| Neuberger Berman Group LLC | 15,961 | $642.4K | 0.00% | −1,978−11.0% | Reduced |
| Mariner, LLC | 16,062 | $646.0K | 0.00% | +4,946+44.5% | Added |
| US Bancorp | 16,128 | $649.2K | 0.00% | −135−0.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,209 | $652.0K | 0.00% | −1,363−7.8% | Reduced |
| Greenland Capital Management LP | 16,500 | $664.1K | 0.12% | +16,500 | New |
| CoreCap Advisors, LLC | 16,503 | $664.3K | 0.05% | +1,580+10.6% | Added |
| Lighthouse Investment Partners, LLC | 16,674 | $671.1K | 0.12% | +16,674 | New |
| Maryland State Retirement & Pension System | 17,572 | $707.3K | 0.02% | +1,213+7.4% | Added |
| Dynamic Technology Lab Private Ltd | 18,114 | $729.0K | 0.07% | +18,114 | New |
| Vanderbilt University | 18,943 | $762.5K | 0.20% | +18,943 | New |
| Securian Asset Management, Inc | 20,637 | $830.6K | 0.02% | +20,637 | New |
| Spirit of America Management Corp | 20,750 | $835.2K | 0.19% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 20,783 | $836.5K | 0.02% | +20,783 | New |
| Illinois Municipal Retirement Fund | 20,823 | $838.0K | 0.02% | −11,809−36.2% | Reduced |
| Jane Street Group, LLC | 20,933 | $842.6K | 0.00% | −44,175−67.8% | Reduced |
| Inceptionr LLC | 21,424 | $862.3K | 0.45% | +21,424 | New |
| Man Group plc | 22,400 | $901.6K | 0.00% | −301,368−93.1% | Reduced |
| AlphaStar Capital Management, LLC | 22,727 | $914.7K | 0.09% | +1,054+4.9% | Added |
| PEAK6 Investments LLC | 23,531 | $947.1K | 0.05% | +13,731+140.1% | Added |
| DuPont Capital Management Corp | 23,608 | $950.2K | 0.04% | +18,243+340.0% | Added |
| Nissay Asset Management Corp | 23,771 | $956.8K | 0.01% | +802+3.5% | Added |
| Toronto Dominion Bank | 23,936 | $963.0K | 0.00% | +140+0.6% | Added |
| Empire Life Investments Inc. | 25,401 | $1.02M | 0.07% | −61−0.2% | Reduced |
| M&T Bank Corp | 25,409 | $1.02M | 0.00% | −338−1.3% | Reduced |
| Holocene Advisors, LP | 25,417 | $1.02M | 0.01% | +25,417 | New |
| Pallas Capital Advisors LLC | 24,200 | $1.03M | 0.10% | +24,200 | New |
| Victory Capital Management Inc | 27,321 | $1.10M | 0.00% | −120.0% | Reduced |
| Pensionfund Sabic | 27,700 | $1.11M | 0.36% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 28,002 | $1.12M | 0.00% | −1,194−4.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 28,239 | $1.14M | 0.01% | +28,239 | New |
| Xponance, Inc. | 29,910 | $1.20M | 0.02% | +29,910 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,063 | $1.25M | 0.03% | +1,815+6.2% | Added |
| Handelsbanken Fonder AB | 31,534 | $1.27M | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 31,615 | $1.27M | 0.66% | −693−2.1% | Reduced |
| Bokf, NA | 32,300 | $1.30M | 0.02% | +2,420+8.1% | Added |
| Brinker Capital Investments, LLC | 32,713 | $1.32M | 0.03% | −225−0.7% | Reduced |
| Decatur Capital Management, Inc. | 33,140 | $1.33M | 0.96% | +106+0.3% | Added |
| Presima Inc. | 33,500 | $1.35M | 0.39% | −1,600−4.6% | Reduced |
| LPL Financial LLC | 33,622 | $1.35M | 0.00% | −517−1.5% | Reduced |
| Coldstream Capital Management Inc | 33,640 | $1.35M | 0.05% | +33,640 | New |
| Federated Hermes, Inc. | 33,842 | $1.36M | 0.00% | +33,842 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 34,150 | $1.37M | 0.28% | +17,710+107.7% | Added |
| Federation des caisses Desjardins du Quebec | 34,766 | $1.40M | 0.02% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 35,195 | $1.42M | 0.01% | +35,195 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 35,509 | $1.43M | 0.01% | −22,491−38.8% | Reduced |
| New Mexico Educational Retirement Board | 35,700 | $1.44M | 0.08% | +35,700 | New |
| Lake Street Financial LLC | 36,631 | $1.47M | 0.30% | +36,631 | New |
| SG Americas Securities, LLC | 36,740 | $1.48M | 0.02% | +8,215+28.8% | Added |
| Threadgill Financial, LLC | 38,387 | $1.55M | 1.59% | −847−2.2% | Reduced |
| Standard Life Aberdeen plc | 40,114 | $1.61M | 0.00% | −10,566−20.8% | Reduced |
| American Century Companies Inc | 41,143 | $1.66M | 0.00% | +18,611+82.6% | Added |
| Quantinno Capital Management LP | 41,180 | $1.66M | 0.12% | +41,180 | New |
| ProShare Advisors LLC | 42,440 | $1.71M | 0.01% | +15,186+55.7% | Added |
| Pendal Group Limited | 42,850 | $1.72M | 0.01% | +3,790+9.7% | Added |
| Albion Financial Group | 43,121 | $1.74M | 0.17% | +2,131+5.2% | Added |
| Advisors Asset Management, Inc. | 48,575 | $1.96M | 0.04% | −2,911−5.7% | Reduced |
| DekaBank Deutsche Girozentrale | 48,260 | $1.96M | 0.01% | −2,676−5.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 50,112 | $2.02M | 0.03% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 51,523 | $2.07M | 0.01% | −42−0.1% | Reduced |
| True North Advisors, LLC | 53,098 | $2.14M | 0.73% | +33+0.1% | Added |
| Guggenheim Capital LLC | 54,848 | $2.21M | 0.02% | +12,416+29.3% | Added |
| Truist Financial Corp | 55,565 | $2.24M | 0.00% | −1,604−2.8% | Reduced |
| First Republic Investment Management, Inc. | 56,447 | $2.27M | 0.01% | +11,537+25.7% | Added |
| State of Michigan Retirement System | 57,200 | $2.30M | 0.02% | +57,200 | New |