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 |
|---|---|---|---|---|---|
| Curtis Advisory Group, LLC | 6,334 | $292.8K | 0.11% | +188+3.1% | Added |
| Commerce Bank | 6,312 | $291.7K | 0.00% | +561+9.8% | Added |
| Cetera Investment Advisers | 6,096 | $281.7K | 0.00% | +804+15.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,916 | $273.0K | 0.00% | −529−8.2% | Reduced |
| Renaissance Group LLC | 5,570 | $253.5K | 0.01% | −292−5.0% | Reduced |
| Mutual Advisors, LLC | 5,292 | $244.6K | 0.01% | +5,292 | New |
| Raymond James Trust N.A. | 5,170 | $239.0K | 0.01% | +5,170 | New |
| Stevens Capital Management LP | 5,120 | $237.0K | 0.06% | +5,120 | New |
| Fulcrum Equity Management | 5,106 | $236.0K | 0.22% | +5,106 | New |
| XTX Topco Ltd | 5,028 | $232.4K | 0.05% | +5,028 | New |
| Kaizen Financial Strategies | 4,901 | $226.5K | 0.22% | +55+1.1% | Added |
| Exchange Traded Concepts, LLC | 4,807 | $222.2K | 0.01% | −446−8.5% | Reduced |
| Fifth Third Bancorp | 4,802 | $221.9K | 0.00% | +228+5.0% | Added |
| Harfst & Associates, Inc. | 4,586 | $212.0K | 0.06% | +4,586 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 4,464 | $206.3K | 0.12% | +4,464 | New |
| Colonial Trust Co | 4,466 | $203.3K | 0.05% | +4,466 | New |
| Two Sigma Securities, LLC | 4,391 | $203.0K | 0.02% | +4,391 | New |
| Vanderbilt University | 4,385 | $202.7K | 0.05% | −14,558−76.9% | Reduced |
| Legacy Advisors, LLC | 4,300 | $200.9K | 0.04% | +4,300 | New |
| Ossiam | 3,587 | $165.8K | 0.00% | +1,261+54.2% | Added |
| Washington Trust Co | 3,536 | $163.4K | 0.01% | −3−0.1% | Reduced |
| Ninepoint Partners LP | 3,500 | $161.8K | 0.02% | +3,500 | New |
| Advisory Services Network, LLC | 3,495 | $161.6K | 0.00% | −94−2.6% | Reduced |
| Assetmark, Inc | 3,319 | $153.4K | 0.00% | +481+16.9% | Added |
| Tucker Asset Management LLC | 3,111 | $143.8K | 0.04% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 2,971 | $137.3K | 0.08% | +2,971 | New |
| GWM Advisors LLC | 2,370 | $109.5K | 0.00% | −2,797−54.1% | Reduced |
| Quadrant Capital Group LLC | 2,102 | $97.2K | 0.01% | +1,041+98.1% | Added |
| Ci Investments Inc. | 2,087 | $96.0K | 0.00% | +165+8.6% | Added |
| Harvest Fund Management Co., Ltd | 2,044 | $94.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,430 | $66.0K | 0.00% | −358−20.0% | Reduced |
| Lazard Asset Management LLC | 1,421 | $65.0K | 0.00% | +1,421 | New |
| Whittier Trust Co | 1,236 | $57.1K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,125 | $52.0K | 0.03% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,100 | $50.8K | 0.04% | +1,100 | New |
| CWM, LLC | 984 | $46.0K | 0.00% | −332−25.2% | Reduced |
| Sunbelt Securities, Inc. | 1,000 | $45.5K | 0.01% | +1,000 | New |
| Ellevest, Inc. | 877 | $40.5K | 0.00% | +415+89.8% | Added |
| FinTrust Capital Advisors, LLC | 972 | $39.1K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 814 | $37.6K | 0.00% | −91,442−99.1% | Reduced |
| First Horizon Advisors, Inc. | 793 | $36.7K | 0.00% | −105−11.7% | Reduced |
| Heritage Wealth Advisors | 772 | $35.7K | 0.00% | +572+286.0% | Added |
| Allworth Financial LP | 770 | $35.6K | 0.00% | +55+7.7% | Added |
| Huntington National Bank | 761 | $35.2K | 0.00% | +53+7.5% | Added |
| Covestor Ltd | 747 | $35.0K | 0.03% | +3+0.4% | Added |
| Bank of New Hampshire | 685 | $31.7K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 676 | $31.2K | 0.01% | −101−13.0% | Reduced |
| South State Corp. | 536 | $24.8K | 0.00% | +536 | New |
| Signaturefd, LLC | 510 | $23.6K | 0.00% | +18+3.7% | Added |
| Focused Wealth Management, Inc | 500 | $23.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 491 | $22.7K | 0.00% | +491 | New |
| Capital Analysts, LLC | 470 | $22.0K | 0.00% | −76−13.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 459 | $21.2K | 0.01% | +4+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 403 | $18.6K | 0.00% | −21−5.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 400 | $18.5K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 376 | $17.4K | 0.00% | +376 | New |
| Householder Group Estate & Retirement Specialist, LLC | 363 | $17.0K | 0.01% | +363 | New |
| Cullen/Frost Bankers, Inc. | 350 | $16.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 336 | $15.5K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 330 | $15.3K | 0.00% | +330 | New |
| Riverview Trust Co | 320 | $14.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 314 | $14.5K | 0.00% | +43+15.9% | Added |
| JJJ Advisors Inc. | 302 | $13.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 301 | $13.9K | 0.00% | −1,000−76.9% | Reduced |
| North Star Investment Management Corp. | 300 | $13.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $13.1K | 0.00% | +283 | New |
| Farther Finance Advisors, LLC | 240 | $11.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 202 | $9.34K | 0.00% | +202 | New |
| Gould Capital, LLC | 200 | $9.24K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 200 | $9.24K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 200 | $9.00K | 0.00% | −100−33.3% | Reduced |
| Bell Investment Advisors, Inc | 193 | $8.92K | 0.00% | +11+6.0% | Added |
| Creative Financial Designs Inc | 135 | $6.26K | 0.00% | +1+0.7% | Added |
| Proequities, Inc. | 132 | $6.17K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 134 | $6.00K | 0.00% | −71−34.6% | Reduced |
| Global Retirement Partners, LLC | 124 | $5.44K | 0.00% | +3+2.5% | Added |
| Adirondack Trust Co | 116 | $5.36K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 113 | $5.00K | 0.00% | +113 | New |
| Farmers & Merchants Investments Inc | 100 | $4.62K | 0.00% | −622−86.1% | Reduced |
| Harbour Investments, Inc. | 85 | $3.93K | 0.00% | +85 | New |
| Archer Investment Corp | 80 | $3.70K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 77 | $3.56K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 66 | $3.05K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $2.36K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 43 | $1.99K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 38 | $1.76K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $1.55K | 0.00% | −31−38.3% | Reduced |
| Financial Management Professionals, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 21 | $981 | 0.00% | +21 | New |
| Glassman Wealth Services | 16 | $740 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 16 | $740 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 12 | $555 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $319 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6 | $277 | 0.00% | +6 | New |
| CVA Family Office, LLC | 5 | $231 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5 | $0 | 0.00% | −6−54.5% | Reduced |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −182,300−100.0% | Sold out |