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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 31,134 | $1.44M | 0.03% | +31,134 | New |
| Xponance, Inc. | 29,736 | $1.37M | 0.02% | −174−0.6% | Reduced |
| First Trust Advisors LP | 29,723 | $1.37M | 0.00% | −46,035−60.8% | Reduced |
| Decatur Capital Management, Inc. | 29,259 | $1.35M | 1.02% | −3,881−11.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 28,876 | $1.33M | 0.25% | +19,360+203.4% | Added |
| AE Wealth Management LLC | 28,846 | $1.33M | 0.01% | +28,846 | New |
| Advisors Asset Management, Inc. | 27,726 | $1.28M | 0.03% | −20,849−42.9% | Reduced |
| Pensionfund Sabic | 27,700 | $1.28M | 0.45% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 27,329 | $1.27M | 0.12% | +3,129+12.9% | Added |
| HighTower Advisors, LLC | 27,175 | $1.25M | 0.00% | −827−3.0% | Reduced |
| Prudential PLC | 27,050 | $1.25M | 0.01% | +27,050 | New |
| M&T Bank Corp | 26,200 | $1.21M | 0.00% | +791+3.1% | Added |
| Empire Life Investments Inc. | 25,944 | $1.20M | 0.09% | +543+2.1% | Added |
| Mount Yale Investment Advisors, LLC | 25,460 | $1.18M | 0.13% | +25,460 | New |
| Nissay Asset Management Corp | 25,068 | $1.16M | 0.01% | +1,297+5.5% | Added |
| PEAK6 Investments LLC | 24,311 | $1.12M | 0.07% | +780+3.3% | Added |
| Toronto Dominion Bank | 24,271 | $1.12M | 0.00% | +335+1.4% | Added |
| AlphaStar Capital Management, LLC | 23,747 | $1.10M | 0.09% | +1,020+4.5% | Added |
| Jane Street Group, LLC | 22,790 | $1.05M | 0.00% | +1,857+8.9% | Added |
| US Bancorp | 21,291 | $984.1K | 0.00% | +5,163+32.0% | Added |
| Illinois Municipal Retirement Fund | 20,823 | $962.0K | 0.02% | 00.0% | Unchanged |
| Spirit of America Management Corp | 20,750 | $959.1K | 0.21% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 20,452 | $945.3K | 0.03% | −185−0.9% | Reduced |
| Erste Asset Management GmbH | 20,000 | $900.8K | 0.02% | +5,900+41.8% | Added |
| Creative Planning | 19,189 | $886.9K | 0.00% | +3,435+21.8% | Added |
| Ashton Thomas Private Wealth, LLC | 18,607 | $860.0K | 0.08% | +18,607 | New |
| JustInvest LLC | 18,602 | $859.8K | 0.03% | +8,596+85.9% | Added |
| Intech Investment Management LLC | 18,344 | $847.9K | 0.01% | +5,620+44.2% | Added |
| Graham Capital Management, L.P. | 18,025 | $833.1K | 0.03% | +18,025 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,907 | $828.0K | 0.00% | +1,698+10.5% | Added |
| Susquehanna International Group, LLP | 17,908 | $827.7K | 0.00% | +17,908 | New |
| Maryland State Retirement & Pension System | 17,572 | $812.2K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 17,400 | $804.0K | 0.02% | +2,688+18.3% | Added |
| Winton Group Ltd | 17,284 | $798.9K | 0.05% | +17,284 | New |
| TD Private Client Wealth LLC | 16,320 | $754.3K | 0.03% | +7,148+77.9% | Added |
| Mariner, LLC | 16,122 | $745.0K | 0.00% | +60+0.4% | Added |
| DuPont Capital Management Corp | 15,570 | $719.6K | 0.03% | −8,038−34.0% | Reduced |
| Gallacher Capital Management LLC | 15,352 | $709.6K | 0.43% | +1,845+13.7% | Added |
| Lockheed Martin Investment Management Co | 15,319 | $708.0K | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,029 | $695.0K | 0.00% | +6,971+86.5% | Added |
| Oak Thistle LLC | 15,023 | $694.4K | 0.41% | +15,023 | New |
| Cohen & Steers, Inc. | 14,974 | $692.0K | 0.00% | −7,850,826−99.8% | Reduced |
| MQS Management LLC | 14,868 | $687.2K | 0.44% | +14,868 | New |
| Dynamic Technology Lab Private Ltd | 14,715 | $680.0K | 0.06% | −3,399−18.8% | Reduced |
| Pinnacle Associates Ltd | 14,467 | $668.6K | 0.01% | +203+1.4% | Added |
| Annapolis Financial Services, LLC | 14,375 | $664.4K | 0.20% | −500−3.4% | Reduced |
| River & Mercantile Asset Management LLP | 14,320 | $662.0K | 0.14% | +4,920+52.3% | Added |
| Friedenthal Financial | 14,201 | $656.0K | 0.46% | +14,201 | New |
| Winmill & Co. Inc | 14,000 | $647.1K | 0.24% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 13,914 | $643.1K | 0.09% | +547+4.1% | Added |
| American Assets Capital Advisers, LLC | 13,855 | $640.4K | 0.15% | +13,855 | New |
| GEM Realty Capital | 13,815 | $638.5K | 0.12% | −368,813−96.4% | Reduced |
| CI Private Wealth, LLC | 13,575 | $627.4K | 0.00% | +13,575 | New |
| Squarepoint Ops LLC | 13,447 | $621.5K | 0.00% | −45,892−77.3% | Reduced |
| Qube Research & Technologies Ltd | 13,389 | $618.8K | 0.00% | +13,389 | New |
| ProShare Advisors LLC | 13,360 | $617.5K | 0.00% | −29,080−68.5% | Reduced |
| United Services Automobile Association | 12,741 | $588.9K | 0.02% | +12,741 | New |
| The PNC Financial Services Group, Inc. | 12,728 | $588.3K | 0.00% | +2,776+27.9% | Added |
| Virtu Financial LLC | 12,634 | $584.0K | 0.06% | +12,634 | New |
| Neuberger Berman Group LLC | 12,145 | $561.3K | 0.00% | −3,816−23.9% | Reduced |
| Penserra Capital Management LLC | 11,739 | $542.0K | 0.01% | −301−2.5% | Reduced |
| Alyeska Investment Group, L.P. | 11,559 | $534.3K | 0.00% | −366,691−96.9% | Reduced |
| Shelton Capital Management | 11,397 | $526.8K | 0.02% | 00.0% | Unchanged |
| DFPG Investments, LLC | 11,312 | $522.8K | 0.06% | +151+1.4% | Added |
| DoubleLine ETF Adviser LP | 11,302 | $522.4K | 0.22% | +1,339+13.4% | Added |
| Man Group plc | – | $522.3K | 0.00% | – | – |
| Naples Global Advisors, LLC | 11,165 | $521.5K | 0.07% | +600+5.7% | Added |
| Fox Run Management, L.L.C. | 11,211 | $518.2K | 0.17% | +11,211 | New |
| Leonteq Securities AG | 11,089 | $512.5K | 0.05% | +92+0.8% | Added |
| Wolverine Trading, LLC | 11,241 | $512.0K | 0.02% | +11,241 | New |
| Janney Montgomery Scott LLC | 11,026 | $510.0K | 0.00% | +1,745+18.8% | Added |
| D.A. Davidson & Co. | 11,016 | $508.6K | 0.01% | +11,016 | New |
| Shell Asset Management Co | 10,943 | $506.0K | 0.02% | −38−0.3% | Reduced |
| Boothbay Fund Management, LLC | 10,791 | $498.8K | 0.01% | +10,791 | New |
| Norinchukin Bank, The | 10,696 | $494.4K | 0.01% | +2,089+24.3% | Added |
| United Capital Financial Advisers, LLC | 10,663 | $492.8K | 0.00% | −1,813−14.5% | Reduced |
| Tower Research Capital LLC (TRC) | 10,435 | $483.0K | 0.02% | +3,697+54.9% | Added |
| Sit Investment Associates Inc | 9,950 | $460.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 9,793 | $452.6K | 0.00% | −435,038−97.8% | Reduced |
| Inceptionr LLC | 9,499 | $439.0K | 0.14% | −11,925−55.7% | Reduced |
| Connacht Asset Management LP | 9,293 | $429.5K | 1.23% | −843−8.3% | Reduced |
| RFG Advisory, LLC | 9,110 | $421.0K | 0.02% | +198+2.2% | Added |
| Vident Investment Advisory, LLC | 8,992 | $415.6K | 0.01% | +783+9.5% | Added |
| Emfo, LLC | 8,930 | $412.7K | 0.39% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 8,511 | $393.4K | 0.00% | −2,702−24.1% | Reduced |
| Harbour Capital Advisors, LLC | 8,300 | $383.6K | 0.12% | +8,300 | New |
| D. E. Shaw & Co., Inc. | 8,156 | $377.0K | 0.00% | −3,627−30.8% | Reduced |
| Profund Advisors LLC | 7,872 | $363.8K | 0.02% | −2,903−26.9% | Reduced |
| Cooper Financial Group | 7,853 | $362.9K | 0.10% | +1,173+17.6% | Added |
| XML Financial, LLC | 7,454 | $344.5K | 0.04% | +85+1.2% | Added |
| Bessemer Group Inc | 7,432 | $344.0K | 0.00% | +7,432 | New |
| Gotham Asset Management, LLC | 7,424 | $343.1K | 0.01% | +177+2.4% | Added |
| Virtus ETF Advisers LLC | 7,357 | $340.0K | 0.19% | −3,036−29.2% | Reduced |
| Cetera Advisor Networks LLC | 7,177 | $331.7K | 0.00% | +781+12.2% | Added |
| Metropolitan Life Insurance Co | 6,924 | $320.0K | 0.02% | −29−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,848 | $316.5K | 0.01% | +3,545+107.3% | Added |
| Yorktown Management & Research Co Inc | 6,700 | $309.7K | 0.33% | +6,700 | New |
| Belpointe Asset Management LLC | 6,692 | $309.3K | 0.02% | +455+7.3% | Added |
| Panagora Asset Management Inc | 6,500 | $300.4K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 6,409 | $296.2K | 0.00% | +606+10.4% | Added |