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 |
|---|---|---|---|---|---|
| Ossiam | 7,016 | $313.3K | 0.01% | +3,429+95.6% | Added |
| Moran Wealth Management, LLC | 6,951 | $310.4K | 0.01% | +6,951 | New |
| Profund Advisors LLC | 6,919 | $309.0K | 0.02% | −953−12.1% | Reduced |
| Metropolitan Life Insurance Co | 6,863 | $306.5K | 0.01% | −61−0.9% | Reduced |
| Man Group plc | 6,800 | $303.7K | 0.00% | – | – |
| Steward Partners Investment Advisory, LLC | 6,770 | $302.4K | 0.00% | −78−1.1% | Reduced |
| Cetera Investment Advisers | 6,734 | $300.7K | 0.00% | +638+10.5% | Added |
| Yorktown Management & Research Co Inc | 6,700 | $299.2K | 0.32% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 6,500 | $290.3K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 6,409 | $286.2K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,374 | $284.7K | 0.03% | −318−4.8% | Reduced |
| Curtis Advisory Group, LLC | 6,234 | $278.4K | 0.09% | −100−1.6% | Reduced |
| Commerce Bank | 6,225 | $278.0K | 0.00% | −87−1.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 5,748 | $256.7K | 0.00% | −4,045−41.3% | Reduced |
| RFG Advisory, LLC | 5,672 | $253.3K | 0.01% | −3,438−37.7% | Reduced |
| Raymond James Trust N.A. | 5,511 | $246.0K | 0.01% | +341+6.6% | Added |
| Wesbanco Bank Inc | 5,408 | $242.0K | 0.01% | +5,408 | New |
| Renaissance Group LLC | 5,202 | $233.3K | 0.01% | −368−6.6% | Reduced |
| Kaizen Financial Strategies | 4,952 | $226.6K | 0.19% | +51+1.0% | Added |
| B.O.S.S. Retirement Advisors, LLC | 5,062 | $226.1K | 0.05% | +5,062 | New |
| Bessemer Group Inc | 5,076 | $226.0K | 0.00% | −2,356−31.7% | Reduced |
| Virtus ETF Advisers LLC | 4,910 | $219.3K | 0.13% | −2,447−33.3% | Reduced |
| Captrust Financial Advisors | 4,889 | $218.3K | 0.00% | +4,889 | New |
| O'Shaughnessy Asset Management, LLC | 4,740 | $211.7K | 0.00% | +4,740 | New |
| Cary Street Partner Investment Advisory LLC | 4,710 | $210.3K | 0.01% | +4,710 | New |
| Fifth Third Bancorp | 4,584 | $204.7K | 0.00% | −218−4.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 4,313 | $200.8K | 0.11% | −151−3.4% | Reduced |
| Colonial Trust Co | 4,466 | $200.3K | 0.05% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 3,946 | $176.2K | 0.02% | +3,946 | New |
| Washington Trust Co | 3,535 | $157.9K | 0.01% | −10.0% | Reduced |
| Ninepoint Partners LP | 3,500 | $156.3K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 3,323 | $148.4K | 0.00% | +4+0.1% | Added |
| Carmel Capital Partners, LLC | 3,230 | $144.3K | 0.07% | +259+8.7% | Added |
| Sunbelt Securities, Inc. | 3,108 | $138.8K | 0.02% | +2,108+210.8% | Added |
| GWM Advisors LLC | 2,885 | $128.8K | 0.00% | +515+21.7% | Added |
| Exchange Traded Concepts, LLC | 2,868 | $128.1K | 0.00% | −1,939−40.3% | Reduced |
| Ci Investments Inc. | 2,283 | $102.0K | 0.00% | +196+9.4% | Added |
| Harvest Fund Management Co., Ltd | 2,044 | $91.0K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2,016 | $90.0K | 0.03% | −1,095−35.2% | Reduced |
| Lazard Asset Management LLC | 2,014 | $89.0K | 0.00% | +593+41.7% | Added |
| Harbor Capital Advisors, Inc. | 1,894 | $84.6K | 0.02% | +1,894 | New |
| Loomis Sayles & Co L P | 1,809 | $81.0K | 0.00% | +379+26.5% | Added |
| Geneos Wealth Management Inc. | 1,301 | $58.1K | 0.00% | +1,000+332.2% | Added |
| Whittier Trust Co | 1,236 | $55.2K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,125 | $50.2K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,077 | $48.1K | 0.00% | −1,025−48.8% | Reduced |
| CWM, LLC | 1,010 | $45.0K | 0.00% | +26+2.6% | Added |
| Eagle Bay Advisors LLC | 957 | $42.7K | 0.02% | +957 | New |
| FinTrust Capital Advisors, LLC | 972 | $39.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 871 | $39.0K | 0.03% | +124+16.6% | Added |
| Quarry LP | 827 | $36.9K | 0.02% | +827 | New |
| Huntington National Bank | 769 | $34.3K | 0.00% | +8+1.1% | Added |
| Allworth Financial LP | 754 | $33.7K | 0.00% | −16−2.1% | Reduced |
| Bank of New Hampshire | 685 | $30.6K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 676 | $30.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 593 | $26.5K | 0.00% | +279+88.9% | Added |
| South State Corp. | 536 | $23.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 526 | $23.5K | 0.00% | +16+3.1% | Added |
| Private Trust Co NA | 491 | $21.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 473 | $21.0K | 0.00% | +3+0.6% | Added |
| Newbridge Financial Services Group, Inc. | 462 | $20.6K | 0.01% | +3+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 404 | $18.0K | 0.00% | +1+0.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 400 | $17.9K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 399 | $17.8K | 0.01% | +399 | New |
| Lindbrook Capital, LLC | 336 | $15.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 346 | $15.0K | 0.01% | +346 | New |
| Riverview Trust Co | 320 | $14.3K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 310 | $13.8K | 0.01% | +310 | New |
| IFP Advisors, Inc | 437 | $13.5K | 0.00% | +387+774.0% | Added |
| JJJ Advisors Inc. | 302 | $13.5K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 301 | $13.4K | 0.01% | +301 | New |
| North Star Investment Management Corp. | 300 | $13.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 282 | $12.6K | 0.00% | +80+39.6% | Added |
| Marquette Asset Management, LLC | 253 | $11.3K | 0.00% | +253 | New |
| Farther Finance Advisors, LLC | 240 | $10.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 220 | $9.83K | 0.00% | +220 | New |
| First Manhattan Co | 212 | $9.47K | 0.00% | +212 | New |
| Harel Insurance Investments & Financial Services Ltd. | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Spire Wealth Management | 183 | $8.17K | 0.00% | −100−35.3% | Reduced |
| Bell Investment Advisors, Inc | 182 | $8.13K | 0.00% | −11−5.7% | Reduced |
| Creative Financial Designs Inc | 137 | $6.11K | 0.00% | +2+1.5% | Added |
| Proequities, Inc. | 132 | $5.96K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 124 | $5.53K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 116 | $5.03K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $4.47K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 85 | $3.80K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 80 | $3.57K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 77 | $3.44K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 67 | $2.99K | 0.00% | +67 | New |
| Parkside Financial Bank & Trust | 66 | $2.95K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 65 | $2.90K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $2.28K | 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 |
| Concord Wealth Partners | 43 | $1.92K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 38 | $1.70K | 0.00% | 00.0% | Unchanged |