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, Q2 2023
Institutional positions in CubeSmart as of Jun 30, 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
- 412
- +15 vs. Q1 2023
- Shares held
- 224.7M
- −6.42M (−2.8%) vs. Q1 2023
- Total value
- $10.0B
- −$649.3M (−6.1%) vs. Q1 2023
- New holders
- 52
- 145 more added
- Sold out
- 37
- 148 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 6 | $0 | 0.00% | +5+500.0% | Added |
| CVA Family Office, LLC | 5 | $223 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5 | $223 | 0.00% | +5 | New |
| Beacon Capital Management, LLC | 6 | $268 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $313 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 12 | $536 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 16 | $715 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 16 | $715 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 21 | $949 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 23 | $1.03K | 0.00% | −770−97.1% | Reduced |
| Red Tortoise LLC | 38 | $1.70K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 43 | $1.92K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 52 | $2.00K | 0.00% | −14,922−99.7% | Reduced |
| ClariVest Asset Management LLC | 51 | $2.00K | 0.00% | −83−61.9% | Reduced |
| Sound Income Strategies, LLC | 51 | $2.28K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 65 | $2.90K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 66 | $2.95K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 67 | $2.99K | 0.00% | +67 | New |
| Massmutual Trust Co FSB | 77 | $3.44K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 80 | $3.57K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 85 | $3.80K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $4.47K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 116 | $5.03K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 124 | $5.53K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 132 | $5.96K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 137 | $6.11K | 0.00% | +2+1.5% | Added |
| Bell Investment Advisors, Inc | 182 | $8.13K | 0.00% | −11−5.7% | Reduced |
| Spire Wealth Management | 183 | $8.17K | 0.00% | −100−35.3% | Reduced |
| Heritage Wealth Advisors | 200 | $8.93K | 0.00% | −572−74.1% | Reduced |
| Ancora Advisors, LLC | 200 | $8.93K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $8.93K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 212 | $9.47K | 0.00% | +212 | New |
| Central Trust Co | 220 | $9.83K | 0.00% | +220 | New |
| Farther Finance Advisors, LLC | 240 | $10.7K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 253 | $11.3K | 0.00% | +253 | New |
| Manchester Capital Management LLC | 282 | $12.6K | 0.00% | +80+39.6% | Added |
| North Star Investment Management Corp. | 300 | $13.4K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 301 | $13.4K | 0.01% | +301 | New |
| JJJ Advisors Inc. | 302 | $13.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 437 | $13.5K | 0.00% | +387+774.0% | Added |
| First Capital Advisors Group, LLC. | 310 | $13.8K | 0.01% | +310 | New |
| Riverview Trust Co | 320 | $14.3K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 346 | $15.0K | 0.01% | +346 | New |
| Lindbrook Capital, LLC | 336 | $15.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 399 | $17.8K | 0.01% | +399 | New |
| Jackson, Grant Investment Advisers, Inc. | 400 | $17.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 404 | $18.0K | 0.00% | +1+0.2% | Added |
| Newbridge Financial Services Group, Inc. | 462 | $20.6K | 0.01% | +3+0.7% | Added |
| Capital Analysts, LLC | 473 | $21.0K | 0.00% | +3+0.6% | Added |
| Private Trust Co NA | 491 | $21.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 526 | $23.5K | 0.00% | +16+3.1% | Added |
| South State Corp. | 536 | $23.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 593 | $26.5K | 0.00% | +279+88.9% | Added |
| HHM Wealth Advisors, LLC | 676 | $30.2K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 685 | $30.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 754 | $33.7K | 0.00% | −16−2.1% | Reduced |
| Huntington National Bank | 769 | $34.3K | 0.00% | +8+1.1% | Added |
| Quarry LP | 827 | $36.9K | 0.02% | +827 | New |
| Covestor Ltd | 871 | $39.0K | 0.03% | +124+16.6% | Added |
| FinTrust Capital Advisors, LLC | 972 | $39.1K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 957 | $42.7K | 0.02% | +957 | New |
| CWM, LLC | 1,010 | $45.0K | 0.00% | +26+2.6% | Added |
| Quadrant Capital Group LLC | 1,077 | $48.1K | 0.00% | −1,025−48.8% | Reduced |
| PSI Advisors, LLC | 1,125 | $50.2K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 1,236 | $55.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,301 | $58.1K | 0.00% | +1,000+332.2% | Added |
| Loomis Sayles & Co L P | 1,809 | $81.0K | 0.00% | +379+26.5% | Added |
| Harbor Capital Advisors, Inc. | 1,894 | $84.6K | 0.02% | +1,894 | New |
| Lazard Asset Management LLC | 2,014 | $89.0K | 0.00% | +593+41.7% | Added |
| Tucker Asset Management LLC | 2,016 | $90.0K | 0.03% | −1,095−35.2% | Reduced |
| Harvest Fund Management Co., Ltd | 2,044 | $91.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,283 | $102.0K | 0.00% | +196+9.4% | Added |
| Exchange Traded Concepts, LLC | 2,868 | $128.1K | 0.00% | −1,939−40.3% | Reduced |
| GWM Advisors LLC | 2,885 | $128.8K | 0.00% | +515+21.7% | Added |
| Sunbelt Securities, Inc. | 3,108 | $138.8K | 0.02% | +2,108+210.8% | Added |
| Carmel Capital Partners, LLC | 3,230 | $144.3K | 0.07% | +259+8.7% | Added |
| Assetmark, Inc | 3,323 | $148.4K | 0.00% | +4+0.1% | Added |
| Ninepoint Partners LP | 3,500 | $156.3K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 3,535 | $157.9K | 0.01% | −10.0% | Reduced |
| Howard Capital Management Group, LLC | 3,946 | $176.2K | 0.02% | +3,946 | New |
| Colonial Trust Co | 4,466 | $200.3K | 0.05% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 4,313 | $200.8K | 0.11% | −151−3.4% | Reduced |
| Fifth Third Bancorp | 4,584 | $204.7K | 0.00% | −218−4.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,710 | $210.3K | 0.01% | +4,710 | New |
| O'Shaughnessy Asset Management, LLC | 4,740 | $211.7K | 0.00% | +4,740 | New |
| Captrust Financial Advisors | 4,889 | $218.3K | 0.00% | +4,889 | New |
| Virtus ETF Advisers LLC | 4,910 | $219.3K | 0.13% | −2,447−33.3% | Reduced |
| Bessemer Group Inc | 5,076 | $226.0K | 0.00% | −2,356−31.7% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 5,062 | $226.1K | 0.05% | +5,062 | New |
| Kaizen Financial Strategies | 4,952 | $226.6K | 0.19% | +51+1.0% | Added |
| Renaissance Group LLC | 5,202 | $233.3K | 0.01% | −368−6.6% | Reduced |
| Wesbanco Bank Inc | 5,408 | $242.0K | 0.01% | +5,408 | New |
| Raymond James Trust N.A. | 5,511 | $246.0K | 0.01% | +341+6.6% | Added |
| RFG Advisory, LLC | 5,672 | $253.3K | 0.01% | −3,438−37.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 5,748 | $256.7K | 0.00% | −4,045−41.3% | Reduced |
| Commerce Bank | 6,225 | $278.0K | 0.00% | −87−1.4% | Reduced |