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 |
|---|---|---|---|---|---|
| Curtis Advisory Group, LLC | 6,234 | $278.4K | 0.09% | −100−1.6% | Reduced |
| Belpointe Asset Management LLC | 6,374 | $284.7K | 0.03% | −318−4.8% | Reduced |
| CIBC Asset Management Inc | 6,409 | $286.2K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 6,500 | $290.3K | 0.00% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 6,700 | $299.2K | 0.32% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,734 | $300.7K | 0.00% | +638+10.5% | Added |
| Steward Partners Investment Advisory, LLC | 6,770 | $302.4K | 0.00% | −78−1.1% | Reduced |
| Man Group plc | 6,800 | $303.7K | 0.00% | – | – |
| Metropolitan Life Insurance Co | 6,863 | $306.5K | 0.01% | −61−0.9% | Reduced |
| Profund Advisors LLC | 6,919 | $309.0K | 0.02% | −953−12.1% | Reduced |
| Moran Wealth Management, LLC | 6,951 | $310.4K | 0.01% | +6,951 | New |
| Ossiam | 7,016 | $313.3K | 0.01% | +3,429+95.6% | Added |
| Mutual Advisors, LLC | 7,366 | $329.0K | 0.01% | +2,074+39.2% | Added |
| XML Financial, LLC | 7,532 | $336.4K | 0.04% | +78+1.0% | Added |
| National Asset Management, Inc. | 7,739 | $346.5K | 0.01% | +7,739 | New |
| Leonteq Securities AG | 7,989 | $356.8K | 0.04% | −3,100−28.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 8,075 | $360.6K | 0.00% | +8,075 | New |
| Donoghue Forlines LLC | 8,280 | $369.8K | 0.12% | +8,280 | New |
| Fulcrum Equity Management | 8,345 | $372.7K | 0.43% | +3,239+63.4% | Added |
| Harbour Capital Advisors, LLC | 8,300 | $373.1K | 0.11% | 00.0% | Unchanged |
| Algert Global LLC | 8,360 | $373.4K | 0.02% | −24,650−74.7% | Reduced |
| Kapitalo Investimentos Ltda | 8,425 | $376.3K | 0.07% | +8,425 | New |
| Mackenzie Financial Corp | 8,639 | $388.3K | 0.00% | +128+1.5% | Added |
| Emfo, LLC | 8,930 | $398.8K | 0.36% | 00.0% | Unchanged |
| Cooper Financial Group | 8,937 | $399.1K | 0.10% | +1,084+13.8% | Added |
| XTX Topco Ltd | 8,942 | $399.4K | 0.07% | +3,914+77.8% | Added |
| United Capital Financial Advisers, LLC | 9,113 | $407.0K | 0.00% | −1,550−14.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,201 | $410.9K | 0.00% | +9,201 | New |
| Sit Investment Associates Inc | 9,950 | $444.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 10,018 | $447.4K | 0.02% | +10,018 | New |
| Vident Investment Advisory, LLC | 10,021 | $447.6K | 0.02% | +1,029+11.4% | Added |
| Advisory Services Network, LLC | 10,172 | $454.3K | 0.01% | +6,677+191.0% | Added |
| Simplex Trading, LLC | 10,279 | $459.0K | 0.02% | +10,279 | New |
| Norinchukin Bank, The | 10,522 | $469.9K | 0.01% | −174−1.6% | Reduced |
| Mirabella Financial Services LLP | 10,698 | $477.8K | 0.06% | +10,698 | New |
| Penserra Capital Management LLC | 10,984 | $490.0K | 0.01% | −755−6.4% | Reduced |
| Shelton Capital Management | 11,071 | $494.4K | 0.02% | −326−2.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,082 | $494.9K | 0.05% | −35,310−76.1% | Reduced |
| Naples Global Advisors, LLC | 11,540 | $521.0K | 0.06% | +375+3.4% | Added |
| Neuberger Berman Group LLC | 11,777 | $526.0K | 0.00% | −368−3.0% | Reduced |
| Janney Montgomery Scott LLC | 12,286 | $549.0K | 0.00% | +1,260+11.4% | Added |
| The PNC Financial Services Group, Inc. | 12,497 | $558.1K | 0.00% | −231−1.8% | Reduced |
| Metis Global Partners, LLC | 12,793 | $571.3K | 0.03% | +12,793 | New |
| ProShare Advisors LLC | 13,126 | $586.2K | 0.00% | −234−1.8% | Reduced |
| Wolverine Trading, LLC | 13,453 | $603.2K | 0.01% | +2,212+19.7% | Added |
| CI Private Wealth, LLC | 13,585 | $606.7K | 0.00% | +10+0.1% | Added |
| Nebula Research & Development LLC | 13,650 | $609.6K | 0.46% | +13,650 | New |
| Winmill & Co. Inc | 14,000 | $625.2K | 0.22% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 14,095 | $629.5K | 0.34% | +14,095 | New |
| Azzad Asset Management Inc | 14,169 | $632.8K | 0.08% | +255+1.8% | Added |
| Pinnacle Associates Ltd | 14,269 | $637.3K | 0.01% | −198−1.4% | Reduced |
| River & Mercantile Asset Management LLP | 14,320 | $640.0K | 0.13% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 14,375 | $642.0K | 0.18% | 00.0% | Unchanged |
| United Services Automobile Association | 14,433 | $644.6K | 0.02% | +1,692+13.3% | Added |
| D.A. Davidson & Co. | 14,438 | $644.8K | 0.01% | +3,422+31.1% | Added |
| Connacht Asset Management LP | 14,828 | $662.2K | 2.25% | +5,535+59.6% | Added |
| DuPont Capital Management Corp | 15,118 | $675.2K | 0.03% | −452−2.9% | Reduced |
| Mariner, LLC | 15,599 | $696.6K | 0.00% | −523−3.2% | Reduced |
| DFPG Investments, LLC | 15,573 | $713.7K | 0.06% | +4,261+37.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,038 | $716.0K | 0.00% | −1,869−10.4% | Reduced |
| Gallacher Capital Management LLC | 16,303 | $728.1K | 0.42% | +951+6.2% | Added |
| TD Private Client Wealth LLC | 16,434 | $733.9K | 0.03% | +114+0.7% | Added |
| Cetera Advisor Networks LLC | 16,741 | $747.7K | 0.01% | +9,564+133.3% | Added |
| Crossmark Global Holdings, Inc. | 17,281 | $748.0K | 0.02% | −119−0.7% | Reduced |
| Lockheed Martin Investment Management Co | 17,119 | $764.5K | 0.04% | +1,800+11.8% | Added |
| JustInvest LLC | 17,568 | $784.6K | 0.02% | −1,034−5.6% | Reduced |
| Maryland State Retirement & Pension System | 17,572 | $784.8K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 17,809 | $795.3K | 0.00% | −1,380−7.2% | Reduced |
| American Assets Capital Advisers, LLC | 18,655 | $833.1K | 0.21% | +4,800+34.6% | Added |
| Ashton Thomas Private Wealth, LLC | 18,660 | $833.4K | 0.06% | +53+0.3% | Added |
| MML Investors Services, LLC | 19,002 | $849.0K | 0.00% | +3,973+26.4% | Added |
| Inceptionr LLC | 19,232 | $858.9K | 0.46% | +9,733+102.5% | Added |
| Securian Asset Management, Inc | 20,015 | $893.9K | 0.02% | −437−2.1% | Reduced |
| CoreCap Advisors, LLC | 20,022 | $894.2K | 0.06% | +20,022 | New |
| Erste Asset Management GmbH | 20,000 | $898.8K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 20,247 | $904.2K | 0.00% | −1,044−4.9% | Reduced |
| Shell Asset Management Co | 20,348 | $909.0K | 0.04% | +9,405+85.9% | Added |
| Illinois Municipal Retirement Fund | 20,823 | $930.0K | 0.02% | 00.0% | Unchanged |
| Spirit of America Management Corp | 21,450 | $958.0K | 0.22% | +700+3.4% | Added |
| Castle Hook Partners LP | 22,482 | $1.00M | 0.09% | +22,482 | New |
| Vontobel Holding Ltd. | 22,812 | $1.02M | 0.01% | −9,167−28.7% | Reduced |
| Stevens Capital Management LP | 23,452 | $1.05M | 0.22% | +18,332+358.0% | Added |
| National Bank of Canada | 23,311 | $1.05M | 0.00% | +22,497+2,763.8% | Added |
| AlphaStar Capital Management, LLC | 23,976 | $1.07M | 0.12% | +229+1.0% | Added |
| Toronto Dominion Bank | 24,350 | $1.09M | 0.00% | +79+0.3% | Added |
| Cubist Systematic Strategies, LLC | 24,625 | $1.10M | 0.01% | −24,056−49.4% | Reduced |
| Tower Research Capital LLC (TRC) | 25,023 | $1.12M | 0.04% | +14,588+139.8% | Added |
| Engineers Gate Manager LP | 25,113 | $1.12M | 0.04% | +25,113 | New |
| Nissay Asset Management Corp | 25,661 | $1.15M | 0.01% | +593+2.4% | Added |
| Mount Yale Investment Advisors, LLC | 25,807 | $1.15M | 0.12% | +347+1.4% | Added |
| Empire Life Investments Inc. | 26,244 | $1.17M | 0.08% | +300+1.2% | Added |
| Quantbot Technologies LP | 26,528 | $1.18M | 0.08% | −20,746−43.9% | Reduced |
| Advisors Asset Management, Inc. | 26,765 | $1.20M | 0.02% | −961−3.5% | Reduced |
| Brinker Capital Investments, LLC | 61,413 | $1.22M | 0.01% | +1,943+3.3% | Added |
| Orion Portfolio Solutions, LLC | 61,413 | $1.22M | 0.01% | +1,943+3.3% | Added |
| M&T Bank Corp | 27,562 | $1.23M | 0.00% | +1,362+5.2% | Added |
| Pensionfund Sabic | 27,700 | $1.24M | 0.41% | 00.0% | Unchanged |
| Xponance, Inc. | 28,361 | $1.27M | 0.02% | −1,375−4.6% | Reduced |
| Decatur Capital Management, Inc. | 28,987 | $1.29M | 0.89% | −272−0.9% | Reduced |
| Susquehanna International Group, LLP | 29,179 | $1.30M | 0.00% | +11,271+62.9% | Added |