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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 31,623 | $1.46M | 0.75% | +80.0% | Added |
| Vontobel Holding Ltd. | 31,979 | $1.48M | 0.01% | −3,216−9.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 32,216 | $1.49M | 0.02% | −2,550−7.3% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 32,450 | $1.50M | 0.30% | −1,700−5.0% | Reduced |
| Algert Global LLC | 33,010 | $1.53M | 0.07% | −42,805−56.5% | Reduced |
| Presima Inc. | 34,000 | $1.57M | 0.45% | +500+1.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 34,460 | $1.59M | 0.03% | +3,397+10.9% | Added |
| Coldstream Capital Management Inc | 34,904 | $1.61M | 0.05% | +1,264+3.8% | Added |
| Teachers Retirement System of the State of Kentucky | 35,239 | $1.63M | 0.02% | +7,000+24.8% | Added |
| SG Americas Securities, LLC | 35,904 | $1.66M | 0.02% | −836−2.3% | Reduced |
| Lake Street Financial LLC | 35,931 | $1.66M | 0.31% | −700−1.9% | Reduced |
| Federated Hermes, Inc. | 36,669 | $1.69M | 0.00% | +2,827+8.4% | Added |
| Perpetual Ltd | 36,790 | $1.70M | 0.01% | +36,790 | New |
| Victory Capital Management Inc | 37,653 | $1.74M | 0.00% | +10,332+37.8% | Added |
| CIBC World Markets Inc. | 39,103 | $1.81M | 0.01% | +39,103 | New |
| Utah Retirement Systems | 39,708 | $1.84M | 0.03% | −156,460−79.8% | Reduced |
| New Mexico Educational Retirement Board | 40,700 | $1.88M | 0.09% | +5,000+14.0% | Added |
| Twin Tree Management, LP | 41,852 | $1.93M | 0.05% | +41,852 | New |
| Standard Life Aberdeen plc | 42,221 | $1.95M | 0.00% | +2,107+5.3% | Added |
| State of Tennessee, Treasury Department | 42,632 | $1.97M | 0.01% | +42,632 | New |
| Gries Financial LLC | 43,310 | $2.00M | 0.59% | +43,310 | New |
| Quantinno Capital Management LP | 43,530 | $2.01M | 0.13% | +2,350+5.7% | Added |
| Holocene Advisors, LP | 44,074 | $2.04M | 0.01% | +18,657+73.4% | Added |
| AQR Capital Management LLC | 44,592 | $2.04M | 0.00% | −155,741−77.7% | Reduced |
| Albion Financial Group | 44,216 | $2.04M | 0.19% | +1,095+2.5% | Added |
| Stifel Financial Corp | 44,237 | $2.04M | 0.00% | +29,748+205.3% | Added |
| Greenland Capital Management LP | 45,000 | $2.08M | 0.25% | +28,500+172.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 46,392 | $2.14M | 0.25% | +46,392 | New |
| Quantbot Technologies LP | 47,274 | $2.19M | 0.15% | +38,855+461.5% | Added |
| Cubist Systematic Strategies, LLC | 48,681 | $2.25M | 0.02% | +48,681 | New |
| True North Advisors, LLC | 48,761 | $2.25M | 0.67% | −4,337−8.2% | Reduced |
| Manning & Napier Group, LLC | 49,379 | $2.28M | 0.03% | +49,379 | New |
| Northwestern Mutual Investment Management Company, LLC | 49,824 | $2.30M | 0.06% | +29,041+139.7% | Added |
| Handelsbanken Fonder AB | 53,034 | $2.45M | 0.01% | +21,500+68.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 54,345 | $2.51M | 0.04% | +4,233+8.4% | Added |
| DekaBank Deutsche Girozentrale | 56,481 | $2.53M | 0.01% | +8,221+17.0% | Added |
| WCM Investment Management, LLC | 55,756 | $2.58M | 0.01% | +4,233+8.2% | Added |
| Foster & Motley Inc | 56,218 | $2.60M | 0.21% | −2,726−4.6% | Reduced |
| State of Michigan Retirement System | 56,700 | $2.62M | 0.02% | −500−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 57,173 | $2.64M | 0.10% | −947−1.6% | Reduced |
| BNP Paribas Arbitrage, SA | 58,680 | $2.71M | 0.01% | −36,921−38.6% | Reduced |
| Pensionfund DSM Netherlands | 58,800 | $2.72M | 1.84% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 59,470 | $2.75M | 0.04% | +26,757+81.8% | Added |
| Orion Portfolio Solutions, LLC | 59,470 | $2.75M | 0.04% | +45,497+325.6% | Added |
| Louisiana State Employees Retirement System | 59,600 | $2.75M | 0.07% | −500−0.8% | Reduced |
| Ontario Teachers Pension Plan Board | 59,838 | $2.77M | 0.03% | +59,838 | New |
| Meiji Yasuda Asset Management Co Ltd. | 63,283 | $2.92M | 0.15% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 64,280 | $2.97M | 0.01% | +4,995+8.4% | Added |
| LRT Capital Management, LLC | 64,571 | $2.98M | 2.24% | +64,571 | New |
| Pictet Asset Management SA | 65,006 | $3.00M | 0.00% | −31,979−33.0% | Reduced |
| Arizona State Retirement System | 65,071 | $3.01M | 0.03% | +1,736+2.7% | Added |
| Advisor Group Holdings, Inc. | 65,548 | $3.03M | 0.01% | +1,032+1.6% | Added |
| Oregon Public Employees Retirement Fund | 65,801 | $3.04M | 0.04% | −1,299−1.9% | Reduced |
| Bokf, NA | 66,694 | $3.08M | 0.06% | +34,394+106.5% | Added |
| Daiwa Securities Group Inc. | 68,564 | $3.17M | 0.02% | +7,637+12.5% | Added |
| Van Eck Associates Corp | 68,771 | $3.18M | 0.01% | +7,854+12.9% | Added |
| Gsa Capital Partners LLP | 69,705 | $3.22M | 0.32% | +69,705 | New |
| Vestcor Inc | 70,475 | $3.26M | 0.12% | +60,382+598.3% | Added |
| CIBC World Markets Corp | 72,979 | $3.37M | 0.06% | +550+0.8% | Added |
| JLP Asset Management, LLC | 73,500 | $3.40M | 2.26% | −64,400−46.7% | Reduced |
| Voloridge Investment Management, LLC | 78,412 | $3.62M | 0.02% | +78,412 | New |
| LPL Financial LLC | 79,533 | $3.68M | 0.00% | +45,911+136.6% | Added |
| Navellier & Associates Inc | 79,620 | $3.68M | 0.77% | −72,908−47.8% | Reduced |
| Deutsche Bank AG | 79,851 | $3.69M | 0.00% | −1,030−1.3% | Reduced |
| South Dakota Investment Council | 83,213 | $3.85M | 0.08% | +9,650+13.1% | Added |
| Tudor Investment Corp Et Al | 83,814 | $3.87M | 0.07% | −146,640−63.6% | Reduced |
| Parcion Private Wealth LLC | 85,082 | $3.93M | 0.41% | +14,002+19.7% | Added |
| Nisa Investment Advisors, LLC | 89,075 | $4.12M | 0.03% | +2,405+2.8% | Added |
| Guggenheim Capital LLC | 92,669 | $4.28M | 0.04% | +37,821+69.0% | Added |
| Bank of Montreal | 92,761 | $4.29M | 0.00% | −362−0.4% | Reduced |
| TD Asset Management Inc | 93,753 | $4.33M | 0.01% | +9,040+10.7% | Added |
| Aviva PLC | 93,812 | $4.34M | 0.02% | −211,147−69.2% | Reduced |
| Treasurer of the State of North Carolina | 97,724 | $4.52M | 0.03% | +700+0.7% | Added |
| Barclays PLC | 100,956 | $4.67M | 0.00% | −45,784−31.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 101,149 | $4.68M | 0.04% | +122+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 107,674 | $4.98M | 0.02% | +4,467+4.3% | Added |
| Employees Retirement System of Texas | 108,000 | $4.99M | 0.07% | −70,000−39.3% | Reduced |
| Davenport & Co LLC | 114,235 | $5.28M | 0.04% | +114,235 | New |
| Macquarie Group Ltd | 120,021 | $5.38M | 0.01% | −4,185−3.4% | Reduced |
| Davis Selected Advisers | 118,810 | $5.49M | 0.04% | +1,360+1.2% | Added |
| Northern Oak Wealth Management Inc | 119,010 | $5.50M | 0.66% | +23,387+24.5% | Added |
| Yousif Capital Management, LLC | 122,352 | $5.66M | 0.07% | −655−0.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 125,774 | $5.81M | 0.01% | +10,771+9.4% | Added |
| Westwood Holdings Group Inc. | 126,625 | $5.85M | 0.05% | +3,625+2.9% | Added |
| New York State Teachers Retirement System | 130,500 | $6.03M | 0.01% | +13,000+11.1% | Added |
| Citigroup Inc | 135,459 | $6.26M | 0.01% | +26,203+24.0% | Added |
| MetLife Investment Management | 137,689 | $6.36M | 0.05% | −3,684−2.6% | Reduced |
| First Republic Investment Management, Inc. | 138,637 | $6.41M | 0.01% | +82,190+145.6% | Added |
| ExodusPoint Capital Management, LP | 139,146 | $6.43M | 0.07% | +26,922+24.0% | Added |
| B&I Capital AG | 139,840 | $6.46M | 2.14% | −23,700−14.5% | Reduced |
| Bamco Inc | 143,858 | $6.65M | 0.02% | +47,827+49.8% | Added |
| State of Alaska, Department of Revenue | 147,375 | $6.81M | 0.08% | +2,767+1.9% | Added |
| Jump Financial, LLC | 147,435 | $6.81M | 0.28% | +147,435 | New |
| UBS Oconnor LLC | 149,442 | $6.91M | 0.16% | +149,442 | New |
| Teacher Retirement System of Texas | 151,745 | $7.01M | 0.05% | +43,085+39.7% | Added |
| Old National Bancorp | 152,485 | $7.05M | 0.22% | +23,553+18.3% | Added |
| Amalgamated Bank | 154,098 | $7.12M | 0.06% | −9,226−5.6% | Reduced |
| Natixis Advisors, L.P. | 154,875 | $7.16M | 0.02% | +67,404+77.1% | Added |
| Voya Investment Management LLC | 163,139 | $7.54M | 0.01% | +491+0.3% | Added |
| Brookfield Asset Management Inc. | 163,766 | $7.57M | 0.03% | −473,713−74.3% | Reduced |