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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 1,468 | $58.0K | 0.00% | +19+1.3% | Added |
| CWM, LLC | 1,316 | $53.0K | 0.00% | +420+46.9% | Added |
| Geneos Wealth Management Inc. | 1,301 | $52.4K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,269 | $51.1K | 0.00% | +200+18.7% | Added |
| Whittier Trust Co | 1,236 | $49.7K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,229 | $49.5K | 0.01% | +568+85.9% | Added |
| PSI Advisors, LLC | 1,125 | $45.3K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,061 | $42.7K | 0.00% | +869+452.6% | Added |
| FinTrust Capital Advisors, LLC | 972 | $39.1K | 0.01% | +100+11.5% | Added |
| First Horizon Advisors, Inc. | 898 | $36.1K | 0.00% | −69−7.1% | Reduced |
| HHM Wealth Advisors, LLC | 777 | $31.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 744 | $30.0K | 0.02% | +449+152.2% | Added |
| Farmers & Merchants Investments Inc | 722 | $29.1K | 0.00% | +100+16.1% | Added |
| Allworth Financial LP | 715 | $28.8K | 0.00% | +270+60.7% | Added |
| Huntington National Bank | 708 | $28.5K | 0.00% | +22+3.2% | Added |
| Bank of New Hampshire | 685 | $28.0K | 0.01% | −130−16.0% | Reduced |
| Capital Analysts, LLC | 546 | $22.0K | 0.00% | +4+0.7% | Added |
| Focused Wealth Management, Inc | 500 | $20.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 492 | $19.8K | 0.00% | −384−43.8% | Reduced |
| Ellevest, Inc. | 462 | $18.6K | 0.00% | +462 | New |
| Newbridge Financial Services Group, Inc. | 455 | $18.3K | 0.01% | +3+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 424 | $17.1K | 0.00% | −23−5.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 400 | $16.1K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 350 | $14.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 343 | $13.8K | 0.02% | +343 | New |
| Lindbrook Capital, LLC | 336 | $13.5K | 0.00% | −21−5.9% | Reduced |
| Riverview Trust Co | 320 | $13.0K | 0.01% | +320 | New |
| JJJ Advisors Inc. | 302 | $12.8K | 0.00% | −74−19.7% | Reduced |
| North Star Investment Management Corp. | 300 | $12.1K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 300 | $12.0K | 0.00% | −200−40.0% | Reduced |
| Parallel Advisors, LLC | 271 | $10.9K | 0.00% | −110−28.9% | Reduced |
| Farther Finance Advisors, LLC | 240 | $9.66K | 0.00% | +240 | New |
| ClariVest Asset Management LLC | 205 | $9.00K | 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 |
| Ancora Advisors, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 182 | $7.33K | 0.00% | +14+8.3% | Added |
| Creative Financial Designs Inc | 134 | $5.39K | 0.00% | +2+1.5% | Added |
| Proequities, Inc. | 132 | $5.38K | 0.00% | +73+123.7% | Added |
| Global Retirement Partners, LLC | 121 | $4.88K | 0.00% | +41+51.2% | Added |
| Adirondack Trust Co | 116 | $4.67K | 0.00% | +6+5.5% | Added |
| IFP Advisors, Inc | 81 | $4.00K | 0.00% | −346−81.0% | Reduced |
| Archer Investment Corp | 80 | $3.22K | 0.00% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 79 | $3.17K | 0.00% | +79 | New |
| Massmutual Trust Co FSB | 77 | $3.00K | 0.00% | +65+541.7% | Added |
| Parkside Financial Bank & Trust | 66 | $2.66K | 0.00% | −19−22.4% | Reduced |
| Earnest Partners LLC | 65 | $2.62K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $2.05K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 43 | $1.73K | 0.00% | +43 | New |
| Red Tortoise LLC | 38 | $1.53K | 0.00% | +38 | New |
| FIL Ltd | 25 | $1.01K | 0.00% | +13+108.3% | Added |
| Endurance Wealth Management, Inc. | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 17 | $1.00K | 0.00% | +17 | New |
| Glassman Wealth Services | 16 | $644 | 0.00% | +3+23.1% | Added |
| BDO Wealth Advisors, LLC | 16 | $644 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 13 | $523 | 0.00% | +13 | New |
| Baker Avenue Asset Management, LP | 12 | $483 | 0.00% | +12 | New |
| Versant Capital Management, Inc | 7 | $282 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $201 | 0.00% | +5 | New |
| Ronald Blue Trust, Inc. | 11 | $0 | 0.00% | +11 | New |
| Resolution Capital Ltd | 0 | $0 | 0.00% | −1,301,213−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −1,150,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,022,700−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −595,294−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −218,092−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −198,176−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −152,985−100.0% | Sold out |
| Forward Management, LLC | 0 | $0 | 0.00% | −123,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −122,792−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −121,138−100.0% | Sold out |
| Hill Winds Capital LP | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −70,046−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −46,268−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −35,651−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −29,706−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −27,411−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −26,171−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −26,037−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −19,101−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −17,221−100.0% | Sold out |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −16,896−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −16,682−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −15,339−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −11,397−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −11,087−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −8,466−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −8,511−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −8,030−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,970−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −6,115−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −5,720−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −522−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |