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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 6,613 | $252.0K | 0.01% | +6,613 | New |
| Metropolitan Life Insurance Co | 6,904 | $263.3K | 0.01% | +41+0.6% | Added |
| Bridgefront Capital, LLC | 7,048 | $268.7K | 0.19% | −7,047−50.0% | Reduced |
| Leonteq Securities AG | 7,096 | $270.6K | 0.03% | −893−11.2% | Reduced |
| Yorktown Management & Research Co Inc | 7,100 | $270.7K | 0.30% | +400+6.0% | Added |
| Impact Partnership Wealth, LLC | 7,127 | $271.7K | 0.08% | +7,060+10,537.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,193 | $274.3K | 0.00% | +7,193 | New |
| Mutual Advisors, LLC | 7,204 | $274.7K | 0.01% | −162−2.2% | Reduced |
| Advisors Asset Management, Inc. | 7,384 | $281.6K | 0.01% | −19,381−72.4% | Reduced |
| United Capital Financial Advisers, LLC | 7,426 | $283.1K | 0.00% | −1,687−18.5% | Reduced |
| Los Angeles Capital Management LLC | 7,432 | $283.4K | 0.00% | +7,432 | New |
| Baird Financial Group, Inc. | 7,510 | $286.4K | 0.00% | +7,510 | New |
| XML Financial, LLC | 7,591 | $289.5K | 0.03% | +59+0.8% | Added |
| Connacht Asset Management LP | 7,769 | $296.2K | 1.76% | −7,059−47.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 7,990 | $304.7K | 0.00% | +2,242+39.0% | Added |
| Exencial Wealth Advisors, LLC | 8,000 | $305.0K | 0.01% | +8,000 | New |
| Verition Fund Management LLC | 8,197 | $312.6K | 0.00% | −72,091−89.8% | Reduced |
| IFG Advisory, LLC | 8,290 | $316.1K | 0.03% | +8,290 | New |
| Harbour Capital Advisors, LLC | 8,300 | $316.5K | 0.09% | 00.0% | Unchanged |
| Algert Global LLC | 8,360 | $318.8K | 0.01% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 8,386 | $320.0K | 0.08% | +8,386 | New |
| Fulcrum Equity Management | 8,444 | $322.0K | 0.38% | +99+1.2% | Added |
| Group One Trading, L.P. | 8,479 | $323.3K | 0.01% | −1,539−15.4% | Reduced |
| Vident Advisory, LLC | 8,825 | $336.5K | 0.01% | +8,825 | New |
| Emfo, LLC | 8,930 | $340.5K | 0.32% | 00.0% | Unchanged |
| Cooper Financial Group | 9,221 | $351.6K | 0.08% | +284+3.2% | Added |
| Advisory Services Network, LLC | 9,793 | $373.4K | 0.01% | −379−3.7% | Reduced |
| Sit Investment Associates Inc | 9,950 | $379.0K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 10,090 | $384.7K | 0.01% | −94,165−90.3% | Reduced |
| Shelton Capital Management | 10,411 | $397.0K | 0.01% | −660−6.0% | Reduced |
| DFPG Investments, LLC | 11,160 | $408.5K | 0.04% | −4,413−28.3% | Reduced |
| Neuberger Berman Group LLC | 10,738 | $409.4K | 0.00% | −1,039−8.8% | Reduced |
| Janney Montgomery Scott LLC | 10,884 | $415.0K | 0.00% | −1,402−11.4% | Reduced |
| Penserra Capital Management LLC | 10,984 | $418.0K | 0.01% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 11,183 | $426.4K | 0.15% | +2,903+35.1% | Added |
| Norinchukin Bank, The | 11,232 | $428.3K | 0.01% | +710+6.7% | Added |
| Wesbanco Bank Inc | 11,408 | $435.0K | 0.02% | +6,000+110.9% | Added |
| O'Shaughnessy Asset Management, LLC | 12,112 | $461.8K | 0.01% | +7,372+155.5% | Added |
| ProShare Advisors LLC | 12,141 | $462.9K | 0.00% | −985−7.5% | Reduced |
| Wolverine Asset Management LLC | 12,407 | $473.1K | 0.01% | +12,407 | New |
| Engineers Gate Manager LP | 12,417 | $473.5K | 0.02% | −12,696−50.6% | Reduced |
| Cornercap Investment Counsel Inc | 12,620 | $481.2K | 0.09% | +12,620 | New |
| Envestnet Portfolio Solutions, Inc. | 12,912 | $492.3K | 0.00% | +12,912 | New |
| TD Private Client Wealth LLC | 13,006 | $495.9K | 0.02% | −3,428−20.9% | Reduced |
| Metis Global Partners, LLC | 13,179 | $502.5K | 0.02% | +386+3.0% | Added |
| Mirador Capital Partners LP | 13,523 | $515.6K | 0.12% | +13,523 | New |
| Dynamic Technology Lab Private Ltd | 13,561 | $517.0K | 0.05% | +13,561 | New |
| The PNC Financial Services Group, Inc. | 13,594 | $518.3K | 0.00% | +1,097+8.8% | Added |
| D.A. Davidson & Co. | 13,704 | $522.5K | 0.01% | −734−5.1% | Reduced |
| River & Mercantile Asset Management LLP | 13,723 | $523.2K | 0.12% | −597−4.2% | Reduced |
| CI Private Wealth, LLC | 13,802 | $526.3K | 0.00% | +217+1.6% | Added |
| Winmill & Co. Inc | 14,000 | $533.8K | 0.20% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 14,272 | $544.2K | 0.01% | +30.0% | Added |
| Foster & Motley Inc | 14,372 | $548.0K | 0.04% | −36,603−71.8% | Reduced |
| Azzad Asset Management Inc | 14,691 | $560.2K | 0.08% | +522+3.7% | Added |
| United Services Automobile Association | 15,149 | $577.6K | 0.01% | +716+5.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 15,407 | $587.0K | 0.00% | −631−3.9% | Reduced |
| Creative Planning | 15,489 | $590.6K | 0.00% | −2,320−13.0% | Reduced |
| Cetera Advisor Networks LLC | 15,514 | $591.6K | 0.00% | −1,227−7.3% | Reduced |
| Mariner, LLC | 15,637 | $596.2K | 0.00% | +38+0.2% | Added |
| Ontario Teachers Pension Plan Board | 15,668 | $597.4K | 0.01% | −48,416−75.6% | Reduced |
| HGI Capital Management, LLC | 15,793 | $602.2K | 0.68% | +15,793 | New |
| Susquehanna International Group, LLP | 16,247 | $619.5K | 0.00% | −12,932−44.3% | Reduced |
| FORA Capital, LLC | 16,382 | $624.6K | 0.05% | +16,382 | New |
| Virginia Retirement Systems Et Al | 16,520 | $629.9K | 0.01% | −241,600−93.6% | Reduced |
| Tower Research Capital LLC (TRC) | 16,670 | $635.6K | 0.02% | −8,353−33.4% | Reduced |
| JustInvest LLC | 16,717 | $637.4K | 0.02% | −851−4.8% | Reduced |
| Crossmark Global Holdings, Inc. | 17,281 | $659.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 17,572 | $670.0K | 0.02% | 00.0% | Unchanged |
| Oak Thistle LLC | 17,901 | $682.6K | 0.20% | +17,901 | New |
| Vestcor Inc | 18,123 | $691.0K | 0.03% | −47,334−72.3% | Reduced |
| LRT Capital Management, LLC | 18,420 | $702.4K | 0.49% | −21,671−54.1% | Reduced |
| Erste Asset Management GmbH | 18,200 | $703.6K | 0.01% | −1,800−9.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 18,635 | $710.6K | 0.05% | −25−0.1% | Reduced |
| American Assets Capital Advisers, LLC | 18,655 | $711.3K | 0.20% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 18,672 | $712.0K | 0.44% | +2,369+14.5% | Added |
| Lockheed Martin Investment Management Co | 17,119 | $720.0K | 0.06% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 19,041 | $726.0K | 0.02% | −974−4.9% | Reduced |
| Naples Global Advisors, LLC | 19,410 | $749.6K | 0.09% | +7,870+68.2% | Added |
| Shell Asset Management Co | 19,728 | $752.0K | 0.03% | −620−3.0% | Reduced |
| MML Investors Services, LLC | 20,701 | $789.0K | 0.00% | +1,699+8.9% | Added |
| Illinois Municipal Retirement Fund | 20,823 | $794.0K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 21,283 | $811.5K | 0.24% | +21,283 | New |
| Quantinno Capital Management LP | 21,338 | $814.0K | 0.04% | −20,390−48.9% | Reduced |
| Vontobel Holding Ltd. | 21,382 | $815.3K | 0.01% | −1,430−6.3% | Reduced |
| CoreCap Advisors, LLC | 21,436 | $817.3K | 0.06% | +1,414+7.1% | Added |
| Spirit of America Management Corp | 21,450 | $817.9K | 0.18% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 21,512 | $820.3K | 0.02% | +21,512 | New |
| AlphaStar Capital Management, LLC | 21,732 | $828.7K | 0.10% | −2,244−9.4% | Reduced |
| Castle Hook Partners LP | 22,482 | $857.2K | 0.06% | 00.0% | Unchanged |
| Toronto Dominion Bank | 24,631 | $939.2K | 0.00% | +281+1.2% | Added |
| Mount Yale Investment Advisors, LLC | 25,434 | $969.8K | 0.11% | −373−1.4% | Reduced |
| US Bancorp | 25,632 | $977.4K | 0.00% | +5,385+26.6% | Added |
| Empire Life Investments Inc. | 25,946 | $989.3K | 0.07% | −298−1.1% | Reduced |
| Prudential PLC | 26,524 | $1.01M | 0.01% | −6,406−19.5% | Reduced |
| Nissay Asset Management Corp | 26,795 | $1.02M | 0.01% | +1,134+4.4% | Added |
| Federation des caisses Desjardins du Quebec | 27,657 | $1.05M | 0.01% | −4,559−14.2% | Reduced |
| Pensionfund Sabic | 27,700 | $1.06M | 0.37% | 00.0% | Unchanged |
| Xponance, Inc. | 27,911 | $1.06M | 0.01% | −450−1.6% | Reduced |
| Greenland Capital Management LP | 28,000 | $1.07M | 0.13% | +28,000 | New |