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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 6,500 | $300.4K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,692 | $309.3K | 0.02% | +455+7.3% | Added |
| Yorktown Management & Research Co Inc | 6,700 | $309.7K | 0.33% | +6,700 | New |
| Steward Partners Investment Advisory, LLC | 6,848 | $316.5K | 0.01% | +3,545+107.3% | Added |
| Metropolitan Life Insurance Co | 6,924 | $320.0K | 0.02% | −29−0.4% | Reduced |
| Cetera Advisor Networks LLC | 7,177 | $331.7K | 0.00% | +781+12.2% | Added |
| Virtus ETF Advisers LLC | 7,357 | $340.0K | 0.19% | −3,036−29.2% | Reduced |
| Gotham Asset Management, LLC | 7,424 | $343.1K | 0.01% | +177+2.4% | Added |
| Bessemer Group Inc | 7,432 | $344.0K | 0.00% | +7,432 | New |
| XML Financial, LLC | 7,454 | $344.5K | 0.04% | +85+1.2% | Added |
| Cooper Financial Group | 7,853 | $362.9K | 0.10% | +1,173+17.6% | Added |
| Profund Advisors LLC | 7,872 | $363.8K | 0.02% | −2,903−26.9% | Reduced |
| D. E. Shaw & Co., Inc. | 8,156 | $377.0K | 0.00% | −3,627−30.8% | Reduced |
| Harbour Capital Advisors, LLC | 8,300 | $383.6K | 0.12% | +8,300 | New |
| Mackenzie Financial Corp | 8,511 | $393.4K | 0.00% | −2,702−24.1% | Reduced |
| Emfo, LLC | 8,930 | $412.7K | 0.39% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 8,992 | $415.6K | 0.01% | +783+9.5% | Added |
| RFG Advisory, LLC | 9,110 | $421.0K | 0.02% | +198+2.2% | Added |
| Connacht Asset Management LP | 9,293 | $429.5K | 1.23% | −843−8.3% | Reduced |
| Inceptionr LLC | 9,499 | $439.0K | 0.14% | −11,925−55.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 9,793 | $452.6K | 0.00% | −435,038−97.8% | Reduced |
| Sit Investment Associates Inc | 9,950 | $460.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,435 | $483.0K | 0.02% | +3,697+54.9% | Added |
| United Capital Financial Advisers, LLC | 10,663 | $492.8K | 0.00% | −1,813−14.5% | Reduced |
| Norinchukin Bank, The | 10,696 | $494.4K | 0.01% | +2,089+24.3% | Added |
| Boothbay Fund Management, LLC | 10,791 | $498.8K | 0.01% | +10,791 | New |
| Shell Asset Management Co | 10,943 | $506.0K | 0.02% | −38−0.3% | Reduced |
| D.A. Davidson & Co. | 11,016 | $508.6K | 0.01% | +11,016 | New |
| Janney Montgomery Scott LLC | 11,026 | $510.0K | 0.00% | +1,745+18.8% | Added |
| Wolverine Trading, LLC | 11,241 | $512.0K | 0.02% | +11,241 | New |
| Leonteq Securities AG | 11,089 | $512.5K | 0.05% | +92+0.8% | Added |
| Fox Run Management, L.L.C. | 11,211 | $518.2K | 0.17% | +11,211 | New |
| Naples Global Advisors, LLC | 11,165 | $521.5K | 0.07% | +600+5.7% | Added |
| Man Group plc | – | $522.3K | 0.00% | – | – |
| DoubleLine ETF Adviser LP | 11,302 | $522.4K | 0.22% | +1,339+13.4% | Added |
| DFPG Investments, LLC | 11,312 | $522.8K | 0.06% | +151+1.4% | Added |
| Shelton Capital Management | 11,397 | $526.8K | 0.02% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 11,559 | $534.3K | 0.00% | −366,691−96.9% | Reduced |
| Penserra Capital Management LLC | 11,739 | $542.0K | 0.01% | −301−2.5% | Reduced |
| Neuberger Berman Group LLC | 12,145 | $561.3K | 0.00% | −3,816−23.9% | Reduced |
| Virtu Financial LLC | 12,634 | $584.0K | 0.06% | +12,634 | New |
| The PNC Financial Services Group, Inc. | 12,728 | $588.3K | 0.00% | +2,776+27.9% | Added |
| United Services Automobile Association | 12,741 | $588.9K | 0.02% | +12,741 | New |
| ProShare Advisors LLC | 13,360 | $617.5K | 0.00% | −29,080−68.5% | Reduced |
| Qube Research & Technologies Ltd | 13,389 | $618.8K | 0.00% | +13,389 | New |
| Squarepoint Ops LLC | 13,447 | $621.5K | 0.00% | −45,892−77.3% | Reduced |
| CI Private Wealth, LLC | 13,575 | $627.4K | 0.00% | +13,575 | New |
| GEM Realty Capital | 13,815 | $638.5K | 0.12% | −368,813−96.4% | Reduced |
| American Assets Capital Advisers, LLC | 13,855 | $640.4K | 0.15% | +13,855 | New |
| Azzad Asset Management Inc | 13,914 | $643.1K | 0.09% | +547+4.1% | Added |
| Winmill & Co. Inc | 14,000 | $647.1K | 0.24% | 00.0% | Unchanged |
| Friedenthal Financial | 14,201 | $656.0K | 0.46% | +14,201 | New |
| River & Mercantile Asset Management LLP | 14,320 | $662.0K | 0.14% | +4,920+52.3% | Added |
| Annapolis Financial Services, LLC | 14,375 | $664.4K | 0.20% | −500−3.4% | Reduced |
| Pinnacle Associates Ltd | 14,467 | $668.6K | 0.01% | +203+1.4% | Added |
| Dynamic Technology Lab Private Ltd | 14,715 | $680.0K | 0.06% | −3,399−18.8% | Reduced |
| MQS Management LLC | 14,868 | $687.2K | 0.44% | +14,868 | New |
| Cohen & Steers, Inc. | 14,974 | $692.0K | 0.00% | −7,850,826−99.8% | Reduced |
| Oak Thistle LLC | 15,023 | $694.4K | 0.41% | +15,023 | New |
| MML Investors Services, LLC | 15,029 | $695.0K | 0.00% | +6,971+86.5% | Added |
| Lockheed Martin Investment Management Co | 15,319 | $708.0K | 0.04% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 15,352 | $709.6K | 0.43% | +1,845+13.7% | Added |
| DuPont Capital Management Corp | 15,570 | $719.6K | 0.03% | −8,038−34.0% | Reduced |
| Mariner, LLC | 16,122 | $745.0K | 0.00% | +60+0.4% | Added |
| TD Private Client Wealth LLC | 16,320 | $754.3K | 0.03% | +7,148+77.9% | Added |
| Winton Group Ltd | 17,284 | $798.9K | 0.05% | +17,284 | New |
| Crossmark Global Holdings, Inc. | 17,400 | $804.0K | 0.02% | +2,688+18.3% | Added |
| Maryland State Retirement & Pension System | 17,572 | $812.2K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 17,908 | $827.7K | 0.00% | +17,908 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,907 | $828.0K | 0.00% | +1,698+10.5% | Added |
| Graham Capital Management, L.P. | 18,025 | $833.1K | 0.03% | +18,025 | New |
| Intech Investment Management LLC | 18,344 | $847.9K | 0.01% | +5,620+44.2% | Added |
| JustInvest LLC | 18,602 | $859.8K | 0.03% | +8,596+85.9% | Added |
| Ashton Thomas Private Wealth, LLC | 18,607 | $860.0K | 0.08% | +18,607 | New |
| Creative Planning | 19,189 | $886.9K | 0.00% | +3,435+21.8% | Added |
| Erste Asset Management GmbH | 20,000 | $900.8K | 0.02% | +5,900+41.8% | Added |
| Securian Asset Management, Inc | 20,452 | $945.3K | 0.03% | −185−0.9% | Reduced |
| Spirit of America Management Corp | 20,750 | $959.1K | 0.21% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 20,823 | $962.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 21,291 | $984.1K | 0.00% | +5,163+32.0% | Added |
| Jane Street Group, LLC | 22,790 | $1.05M | 0.00% | +1,857+8.9% | Added |
| AlphaStar Capital Management, LLC | 23,747 | $1.10M | 0.09% | +1,020+4.5% | Added |
| Toronto Dominion Bank | 24,271 | $1.12M | 0.00% | +335+1.4% | Added |
| PEAK6 Investments LLC | 24,311 | $1.12M | 0.07% | +780+3.3% | Added |
| Nissay Asset Management Corp | 25,068 | $1.16M | 0.01% | +1,297+5.5% | Added |
| Mount Yale Investment Advisors, LLC | 25,460 | $1.18M | 0.13% | +25,460 | New |
| Empire Life Investments Inc. | 25,944 | $1.20M | 0.09% | +543+2.1% | Added |
| M&T Bank Corp | 26,200 | $1.21M | 0.00% | +791+3.1% | Added |
| Prudential PLC | 27,050 | $1.25M | 0.01% | +27,050 | New |
| HighTower Advisors, LLC | 27,175 | $1.25M | 0.00% | −827−3.0% | Reduced |
| Pallas Capital Advisors LLC | 27,329 | $1.27M | 0.12% | +3,129+12.9% | Added |
| Pensionfund Sabic | 27,700 | $1.28M | 0.45% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 27,726 | $1.28M | 0.03% | −20,849−42.9% | Reduced |
| AE Wealth Management LLC | 28,846 | $1.33M | 0.01% | +28,846 | New |
| Campbell & CO Investment Adviser LLC | 28,876 | $1.33M | 0.25% | +19,360+203.4% | Added |
| Decatur Capital Management, Inc. | 29,259 | $1.35M | 1.02% | −3,881−11.7% | Reduced |
| First Trust Advisors LP | 29,723 | $1.37M | 0.00% | −46,035−60.8% | Reduced |
| Xponance, Inc. | 29,736 | $1.37M | 0.02% | −174−0.6% | Reduced |
| Oppenheimer & Co Inc | 31,134 | $1.44M | 0.03% | +31,134 | New |
| Kula Investments, LLC | 31,520 | $1.46M | 0.36% | +31,520 | New |