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, Q3 2023
Institutional positions in CubeSmart as of Sep 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
- 414
- +6 vs. Q2 2023
- Shares held
- 221.9M
- −2.75M (−1.2%) vs. Q2 2023
- Total value
- $8.47B
- −$1.57B (−15.6%) vs. Q2 2023
- New holders
- 43
- 155 more added
- Sold out
- 37
- 161 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 7 | $267 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6 | $268 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $763 | 0.00% | +20 | New |
| MCF Advisors LLC | 21 | $812 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 24 | $916 | 0.00% | +24 | New |
| Loomis Sayles & Co L P | 36 | $1.00K | 0.00% | −1,773−98.0% | Reduced |
| Cohen & Steers, Inc. | 34 | $1.00K | 0.00% | −18−34.6% | Reduced |
| Financial Management Professionals, Inc. | 22 | $1.00K | 0.00% | +5+29.4% | Added |
| Glassman Wealth Services | 32 | $1.22K | 0.00% | +16+100.0% | Added |
| Red Tortoise LLC | 38 | $1.45K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 43 | $1.64K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $1.95K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 54 | $2.06K | 0.00% | +31+134.8% | Added |
| LGT Financial Advisors LLC | 60 | $2.29K | 0.00% | +60 | New |
| Clearstead Advisors, LLC | 63 | $2.40K | 0.00% | +63 | New |
| Earnest Partners LLC | 65 | $2.48K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 66 | $2.52K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 66 | $2.52K | 0.00% | +54+450.0% | Added |
| Quarry LP | 70 | $2.67K | 0.00% | −757−91.5% | Reduced |
| Archer Investment Corp | 80 | $3.05K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 84 | $3.09K | 0.00% | −40−32.3% | Reduced |
| Harbour Investments, Inc. | 85 | $3.24K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $3.81K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 113 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 115 | $4.38K | 0.00% | +38+49.4% | Added |
| Adirondack Trust Co | 116 | $4.42K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 132 | $5.10K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 138 | $5.28K | 0.00% | +1+0.7% | Added |
| IFP Advisors, Inc | 140 | $5.34K | 0.00% | −297−68.0% | Reduced |
| Venturi Wealth Management, LLC | 150 | $5.72K | 0.00% | +150 | New |
| Bell Investment Advisors, Inc | 181 | $6.90K | 0.00% | −1−0.5% | Reduced |
| Spire Wealth Management | 183 | $6.98K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $7.50K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 200 | $7.63K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $7.63K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 215 | $8.00K | 0.00% | +215 | New |
| First Manhattan Co | 212 | $8.08K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 220 | $8.39K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 253 | $9.65K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 282 | $10.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $11.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 320 | $12.2K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 346 | $13.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 368 | $14.0K | 0.00% | +32+9.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 400 | $15.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 403 | $15.4K | 0.00% | −123−23.4% | Reduced |
| Bank of New Hampshire | 415 | $15.8K | 0.00% | −270−39.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 462 | $17.6K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 476 | $18.0K | 0.00% | +3+0.6% | Added |
| Farther Finance Advisors, LLC | 474 | $18.1K | 0.00% | +234+97.5% | Added |
| Private Trust Co NA | 491 | $18.7K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 536 | $20.4K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 539 | $20.6K | 0.01% | +238+79.1% | Added |
| Northwestern Mutual Wealth Management Co | 576 | $22.0K | 0.00% | +172+42.6% | Added |
| Parallel Advisors, LLC | 605 | $23.1K | 0.00% | +12+2.0% | Added |
| JJJ Advisors Inc. | 630 | $24.0K | 0.01% | +328+108.6% | Added |
| HHM Wealth Advisors, LLC | 676 | $25.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 774 | $29.5K | 0.00% | +20+2.7% | Added |
| FinTrust Capital Advisors, LLC | 794 | $30.3K | 0.01% | −178−18.3% | Reduced |
| Eagle Bay Advisors LLC | 878 | $33.5K | 0.02% | −79−8.3% | Reduced |
| Huntington National Bank | 983 | $37.5K | 0.00% | +214+27.8% | Added |
| PEAK6 Investments LLC | 1,171 | $44.6K | 0.00% | +1,171 | New |
| CWM, LLC | 1,175 | $45.0K | 0.00% | +165+16.3% | Added |
| Whittier Trust Co | 1,251 | $47.7K | 0.00% | +15+1.2% | Added |
| Geneos Wealth Management Inc. | 1,300 | $49.6K | 0.00% | −1−0.1% | Reduced |
| Covestor Ltd | 1,444 | $55.0K | 0.04% | +573+65.8% | Added |
| Tucker Asset Management LLC | 1,620 | $61.8K | 0.02% | −396−19.6% | Reduced |
| Harvest Fund Management Co., Ltd | 2,044 | $78.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,294 | $87.0K | 0.00% | +11+0.5% | Added |
| Quadrant Capital Group LLC | 2,308 | $88.0K | 0.01% | +1,231+114.3% | Added |
| Washington Trust Co | 2,532 | $96.5K | 0.00% | −1,003−28.4% | Reduced |
| GWM Advisors LLC | 2,889 | $110.1K | 0.00% | +4+0.1% | Added |
| Exchange Traded Concepts, LLC | 3,011 | $114.8K | 0.00% | +143+5.0% | Added |
| Sunbelt Securities, Inc. | 3,103 | $118.3K | 0.02% | −5−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,180 | $121.2K | 0.00% | −3,590−53.0% | Reduced |
| Assetmark, Inc | 3,294 | $125.6K | 0.00% | −29−0.9% | Reduced |
| Point72 Asset Management, L.P. | 3,594 | $137.0K | 0.00% | +3,594 | New |
| PSI Advisors, LLC | 3,710 | $141.5K | 0.06% | +2,585+229.8% | Added |
| KBC Group NV | 3,735 | $142.0K | 0.00% | +3,735 | New |
| Fifth Third Bancorp | 4,416 | $168.4K | 0.00% | −168−3.7% | Reduced |
| Virtus ETF Advisers LLC | 4,482 | $170.9K | 0.10% | −428−8.7% | Reduced |
| Colonial Trust Co | 4,572 | $174.3K | 0.04% | +106+2.4% | Added |
| Bessemer Group Inc | 5,114 | $195.0K | 0.00% | +38+0.7% | Added |
| Renaissance Group LLC | 5,202 | $201.1K | 0.01% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 5,334 | $203.4K | 0.07% | −900−14.4% | Reduced |
| Raymond James Trust N.A. | 5,538 | $211.2K | 0.01% | +27+0.5% | Added |
| Cetera Investment Advisers | 5,621 | $214.3K | 0.00% | −1,113−16.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,761 | $219.7K | 0.01% | +1,051+22.3% | Added |
| Malaga Cove Capital, LLC | 5,805 | $221.3K | 0.10% | +5,805 | New |
| Mackenzie Financial Corp | 5,985 | $221.7K | 0.00% | −2,654−30.7% | Reduced |
| Ossiam | 6,074 | $231.6K | 0.00% | −942−13.4% | Reduced |
| Profund Advisors LLC | 6,074 | $231.6K | 0.01% | −845−12.2% | Reduced |
| QRG Capital Management, Inc. | 6,165 | $235.1K | 0.00% | +6,165 | New |
| Householder Group Estate & Retirement Specialist, LLC | 6,249 | $238.3K | 0.09% | +6,249 | New |
| Belpointe Asset Management LLC | 6,349 | $242.1K | 0.03% | −25−0.4% | Reduced |
| Carmel Capital Partners, LLC | 6,393 | $243.8K | 0.11% | +3,163+97.9% | Added |
| CIBC Asset Management Inc | 6,409 | $244.4K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 6,500 | $247.8K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 6,608 | $252.0K | 0.00% | −6,845−50.9% | Reduced |