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, Q1 2023
Institutional positions in CubeSmart as of Mar 31, 2023. 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
- 399
- +44 vs. Q4 2022
- Shares held
- 231.1M
- −2.17M (−0.9%) vs. Q4 2022
- Total value
- $10.7B
- +$1.29B (+13.8%) vs. Q4 2022
- New holders
- 72
- 158 more added
- Sold out
- 28
- 121 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 5 | $0 | 0.00% | −6−54.5% | Reduced |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| CVA Family Office, LLC | 5 | $231 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6 | $277 | 0.00% | +6 | New |
| Versant Capital Management, Inc | 7 | $319 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 12 | $555 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 16 | $740 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 16 | $740 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 21 | $981 | 0.00% | +21 | New |
| Financial Management Professionals, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $1.55K | 0.00% | −31−38.3% | Reduced |
| Red Tortoise LLC | 38 | $1.76K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 43 | $1.99K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $2.36K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 66 | $3.05K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 77 | $3.56K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 80 | $3.70K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 85 | $3.93K | 0.00% | +85 | New |
| Farmers & Merchants Investments Inc | 100 | $4.62K | 0.00% | −622−86.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 113 | $5.00K | 0.00% | +113 | New |
| Adirondack Trust Co | 116 | $5.36K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 124 | $5.44K | 0.00% | +3+2.5% | Added |
| ClariVest Asset Management LLC | 134 | $6.00K | 0.00% | −71−34.6% | Reduced |
| Proequities, Inc. | 132 | $6.17K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 135 | $6.26K | 0.00% | +1+0.7% | Added |
| Bell Investment Advisors, Inc | 193 | $8.92K | 0.00% | +11+6.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 200 | $9.00K | 0.00% | −100−33.3% | Reduced |
| Gould Capital, LLC | 200 | $9.24K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 200 | $9.24K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 202 | $9.34K | 0.00% | +202 | New |
| Farther Finance Advisors, LLC | 240 | $11.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $13.1K | 0.00% | +283 | New |
| North Star Investment Management Corp. | 300 | $13.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 301 | $13.9K | 0.00% | −1,000−76.9% | Reduced |
| JJJ Advisors Inc. | 302 | $13.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 314 | $14.5K | 0.00% | +43+15.9% | Added |
| Riverview Trust Co | 320 | $14.8K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 330 | $15.3K | 0.00% | +330 | New |
| Lindbrook Capital, LLC | 336 | $15.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 350 | $16.2K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 363 | $17.0K | 0.01% | +363 | New |
| Walleye Trading LLC | 376 | $17.4K | 0.00% | +376 | New |
| Jackson, Grant Investment Advisers, Inc. | 400 | $18.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 403 | $18.6K | 0.00% | −21−5.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 459 | $21.2K | 0.01% | +4+0.9% | Added |
| Capital Analysts, LLC | 470 | $22.0K | 0.00% | −76−13.9% | Reduced |
| Private Trust Co NA | 491 | $22.7K | 0.00% | +491 | New |
| Focused Wealth Management, Inc | 500 | $23.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 510 | $23.6K | 0.00% | +18+3.7% | Added |
| South State Corp. | 536 | $24.8K | 0.00% | +536 | New |
| HHM Wealth Advisors, LLC | 676 | $31.2K | 0.01% | −101−13.0% | Reduced |
| Bank of New Hampshire | 685 | $31.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 747 | $35.0K | 0.03% | +3+0.4% | Added |
| Huntington National Bank | 761 | $35.2K | 0.00% | +53+7.5% | Added |
| Allworth Financial LP | 770 | $35.6K | 0.00% | +55+7.7% | Added |
| Heritage Wealth Advisors | 772 | $35.7K | 0.00% | +572+286.0% | Added |
| First Horizon Advisors, Inc. | 793 | $36.7K | 0.00% | −105−11.7% | Reduced |
| National Bank of Canada | 814 | $37.6K | 0.00% | −91,442−99.1% | Reduced |
| FinTrust Capital Advisors, LLC | 972 | $39.1K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 877 | $40.5K | 0.00% | +415+89.8% | Added |
| Sunbelt Securities, Inc. | 1,000 | $45.5K | 0.01% | +1,000 | New |
| CWM, LLC | 984 | $46.0K | 0.00% | −332−25.2% | Reduced |
| Machina Capital S.A.S. | 1,100 | $50.8K | 0.04% | +1,100 | New |
| PSI Advisors, LLC | 1,125 | $52.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 1,236 | $57.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,421 | $65.0K | 0.00% | +1,421 | New |
| Loomis Sayles & Co L P | 1,430 | $66.0K | 0.00% | −358−20.0% | Reduced |
| Harvest Fund Management Co., Ltd | 2,044 | $94.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,087 | $96.0K | 0.00% | +165+8.6% | Added |
| Quadrant Capital Group LLC | 2,102 | $97.2K | 0.01% | +1,041+98.1% | Added |
| GWM Advisors LLC | 2,370 | $109.5K | 0.00% | −2,797−54.1% | Reduced |
| Carmel Capital Partners, LLC | 2,971 | $137.3K | 0.08% | +2,971 | New |
| Tucker Asset Management LLC | 3,111 | $143.8K | 0.04% | 00.0% | Unchanged |
| Assetmark, Inc | 3,319 | $153.4K | 0.00% | +481+16.9% | Added |
| Advisory Services Network, LLC | 3,495 | $161.6K | 0.00% | −94−2.6% | Reduced |
| Ninepoint Partners LP | 3,500 | $161.8K | 0.02% | +3,500 | New |
| Washington Trust Co | 3,536 | $163.4K | 0.01% | −3−0.1% | Reduced |
| Ossiam | 3,587 | $165.8K | 0.00% | +1,261+54.2% | Added |
| Legacy Advisors, LLC | 4,300 | $200.9K | 0.04% | +4,300 | New |
| Vanderbilt University | 4,385 | $202.7K | 0.05% | −14,558−76.9% | Reduced |
| Two Sigma Securities, LLC | 4,391 | $203.0K | 0.02% | +4,391 | New |
| Colonial Trust Co | 4,466 | $203.3K | 0.05% | +4,466 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 4,464 | $206.3K | 0.12% | +4,464 | New |
| Harfst & Associates, Inc. | 4,586 | $212.0K | 0.06% | +4,586 | New |
| Fifth Third Bancorp | 4,802 | $221.9K | 0.00% | +228+5.0% | Added |
| Exchange Traded Concepts, LLC | 4,807 | $222.2K | 0.01% | −446−8.5% | Reduced |
| Kaizen Financial Strategies | 4,901 | $226.5K | 0.22% | +55+1.1% | Added |
| XTX Topco Ltd | 5,028 | $232.4K | 0.05% | +5,028 | New |
| Fulcrum Equity Management | 5,106 | $236.0K | 0.22% | +5,106 | New |
| Stevens Capital Management LP | 5,120 | $237.0K | 0.06% | +5,120 | New |
| Raymond James Trust N.A. | 5,170 | $239.0K | 0.01% | +5,170 | New |
| Mutual Advisors, LLC | 5,292 | $244.6K | 0.01% | +5,292 | New |
| Renaissance Group LLC | 5,570 | $253.5K | 0.01% | −292−5.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,916 | $273.0K | 0.00% | −529−8.2% | Reduced |
| Cetera Investment Advisers | 6,096 | $281.7K | 0.00% | +804+15.2% | Added |
| Commerce Bank | 6,312 | $291.7K | 0.00% | +561+9.8% | Added |
| Curtis Advisory Group, LLC | 6,334 | $292.8K | 0.11% | +188+3.1% | Added |
| CIBC Asset Management Inc | 6,409 | $296.2K | 0.00% | +606+10.4% | Added |