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 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 28,714 | $1.09M | 0.16% | +18,016+168.4% | Added |
| Decatur Capital Management, Inc. | 28,745 | $1.10M | 0.79% | −242−0.8% | Reduced |
| M&T Bank Corp | 28,845 | $1.10M | 0.00% | +1,283+4.7% | Added |
| Simplex Trading, LLC | 30,596 | $1.17M | 0.04% | +20,317+197.7% | Added |
| SG Americas Securities, LLC | 30,639 | $1.17M | 0.02% | −30,557−49.9% | Reduced |
| Citadel Advisors LLC | 30,806 | $1.17M | 0.00% | −126,019−80.4% | Reduced |
| Walleye Trading LLC | 31,187 | $1.19M | 0.03% | +31,187 | New |
| HighTower Advisors, LLC | 31,452 | $1.20M | 0.00% | +1,408+4.7% | Added |
| Westpac Banking Corp | 32,137 | $1.23M | 0.09% | −33,967−51.4% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 32,300 | $1.23M | 0.24% | −100−0.3% | Reduced |
| Federated Hermes, Inc. | 32,470 | $1.24M | 0.00% | −2,945−8.3% | Reduced |
| Pictet & Cie (Europe) SA | 32,585 | $1.24M | 0.04% | −564−1.7% | Reduced |
| Presima Inc. | 32,900 | $1.25M | 0.33% | −1,100−3.2% | Reduced |
| Coldstream Capital Management Inc | 34,234 | $1.31M | 0.04% | −433−1.2% | Reduced |
| Moran Wealth Management, LLC | 36,127 | $1.38M | 0.05% | +29,176+419.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 36,606 | $1.40M | 0.02% | +2,146+6.2% | Added |
| CIBC World Markets Inc. | 36,646 | $1.40M | 0.01% | −2,414−6.2% | Reduced |
| Bridgewater Associates, LP | 38,264 | $1.46M | 0.01% | +38,264 | New |
| AE Wealth Management LLC | 38,306 | $1.46M | 0.01% | +7,536+24.5% | Added |
| Utah Retirement Systems | 38,408 | $1.46M | 0.02% | +100+0.3% | Added |
| Lake Street Financial LLC | 38,929 | $1.50M | 0.27% | +2,601+7.2% | Added |
| Victory Capital Management Inc | 39,608 | $1.51M | 0.00% | +831+2.1% | Added |
| Gries Financial LLC | 42,628 | $1.63M | 0.44% | −960−2.2% | Reduced |
| Versor Investments LP | 43,284 | $1.65M | 0.33% | +3,962+10.1% | Added |
| Boothbay Fund Management, LLC | 44,802 | $1.71M | 0.06% | +44,802 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 45,524 | $1.74M | 0.01% | −63,082−58.1% | Reduced |
| True North Advisors, LLC | 45,881 | $1.75M | 0.54% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 45,900 | $1.75M | 0.07% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 47,165 | $1.80M | 0.00% | +1,124+2.4% | Added |
| Campbell & CO Investment Adviser LLC | 47,818 | $1.82M | 0.22% | +12,171+34.1% | Added |
| ExodusPoint Capital Management, LP | 47,959 | $1.83M | 0.02% | −340,509−87.7% | Reduced |
| BNP Paribas Arbitrage, SA | 48,161 | $1.84M | 0.00% | −51,134−51.5% | Reduced |
| Parcion Private Wealth LLC | 48,623 | $1.85M | 0.19% | −39,757−45.0% | Reduced |
| Pallas Capital Advisors LLC | 54,750 | $1.86M | 0.11% | +4,778+9.6% | Added |
| Jump Financial, LLC | 48,881 | $1.86M | 0.07% | −58,775−54.6% | Reduced |
| Syntax Research, Inc. | 49,035 | $1.87M | 1.51% | +49,035 | New |
| Northwestern Mutual Investment Management Company, LLC | 49,858 | $1.90M | 0.05% | −74−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 50,419 | $1.92M | 0.08% | −5,689−10.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 51,135 | $1.95M | 0.19% | +40,053+361.4% | Added |
| Handelsbanken Fonder AB | 52,334 | $2.00M | 0.01% | +4,000+8.3% | Added |
| National Bank of Canada | 53,606 | $2.01M | 0.00% | +30,295+130.0% | Added |
| State of Michigan Retirement System | 53,700 | $2.05M | 0.01% | −1,600−2.9% | Reduced |
| Bokf, NA | 61,101 | $2.08M | 0.05% | −8,544−12.3% | Reduced |
| Pictet Asset Management Holding SA | 57,611 | $2.20M | 0.00% | +57,611 | New |
| Brinker Capital Investments, LLC | 57,899 | $2.21M | 0.03% | −3,514−5.7% | Reduced |
| Orion Portfolio Solutions, LLC | 57,899 | $2.21M | 0.03% | −3,514−5.7% | Reduced |
| Natixis Advisors, L.P. | 59,264 | $2.26M | 0.01% | −82,132−58.1% | Reduced |
| American Century Companies Inc | 60,433 | $2.30M | 0.00% | +6,933+13.0% | Added |
| Pensionfund DSM Netherlands | 60,800 | $2.32M | 1.61% | +2,000+3.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 62,667 | $2.39M | 0.11% | −616−1.0% | Reduced |
| Oregon Public Employees Retirement Fund | 63,123 | $2.41M | 0.03% | −1,790−2.8% | Reduced |
| WCM Investment Management, LLC | 63,652 | $2.42M | 0.01% | +3,870+6.5% | Added |
| Louisiana State Employees Retirement System | 63,700 | $2.43M | 0.06% | −1,900−2.9% | Reduced |
| UniSuper Management Pty Ltd | 63,900 | $2.44M | 0.03% | +800+1.3% | Added |
| Arizona State Retirement System | 63,973 | $2.44M | 0.02% | +628+1.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 70,541 | $2.69M | 0.04% | −54,171−43.4% | Reduced |
| Daiwa Securities Group Inc. | 71,808 | $2.74M | 0.02% | +2,826+4.1% | Added |
| Integrated Advisors Network LLC | 72,511 | $2.76M | 0.17% | −881−1.2% | Reduced |
| Kempen Capital Management N.V. | 72,963 | $2.78M | 0.05% | −40,100−35.5% | Reduced |
| Van Eck Associates Corp | 73,964 | $2.82M | 0.01% | +1,290+1.8% | Added |
| Navellier & Associates Inc | 74,207 | $2.83M | 0.48% | −6,082−7.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 75,149 | $2.87M | 0.13% | +2,993+4.1% | Added |
| Teachers Retirement System of the State of Kentucky | 75,900 | $2.89M | 0.03% | +37,086+95.5% | Added |
| Albion Financial Group | 79,254 | $3.02M | 0.28% | +28,389+55.8% | Added |
| TD Asset Management Inc | 79,625 | $3.04M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 81,485 | $3.11M | 0.00% | +11,426+16.3% | Added |
| Holocene Advisors, LP | 81,772 | $3.12M | 0.01% | +81,772 | New |
| LPL Financial LLC | 82,909 | $3.16M | 0.00% | +1,464+1.8% | Added |
| South Dakota Investment Council | 83,213 | $3.17M | 0.07% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 84,163 | $3.21M | 0.06% | +35,463+72.8% | Added |
| Stifel Financial Corp | 84,668 | $3.23M | 0.00% | +8,241+10.8% | Added |
| Cubist Systematic Strategies, LLC | 85,749 | $3.27M | 0.04% | +61,124+248.2% | Added |
| Jane Street Group, LLC | 88,530 | $3.38M | 0.01% | +28,766+48.1% | Added |
| AQR Capital Management LLC | 90,041 | $3.43M | 0.01% | +56,227+166.3% | Added |
| Bamco Inc | 91,008 | $3.47M | 0.01% | −19,750−17.8% | Reduced |
| Bank of Montreal | 85,576 | $3.52M | 0.00% | −132−0.2% | Reduced |
| Nisa Investment Advisors, LLC | 93,451 | $3.56M | 0.03% | +7,831+9.1% | Added |
| Davis Selected Advisers | 97,370 | $3.71M | 0.02% | −21,440−18.0% | Reduced |
| Millennium Management LLC | 97,826 | $3.73M | 0.00% | −58,224−37.3% | Reduced |
| Two Sigma Investments, LP | 98,956 | $3.77M | 0.01% | −208,262−67.8% | Reduced |
| Davenport & Co LLC | 100,234 | $3.82M | 0.03% | −11,365−10.2% | Reduced |
| Treasurer of the State of North Carolina | 101,387 | $3.87M | 0.02% | +513+0.5% | Added |
| Ensign Peak Advisors, Inc | 103,101 | $3.93M | 0.01% | +13,621+15.2% | Added |
| Citigroup Inc | 104,050 | $3.97M | 0.01% | +31,537+43.5% | Added |
| JLP Asset Management, LLC | 106,500 | $4.06M | 4.99% | +26,000+32.3% | Added |
| Aviva PLC | 108,648 | $4.14M | 0.02% | −16,717−13.3% | Reduced |
| Employees Retirement System of Texas | 112,000 | $4.27M | 0.06% | +26,000+30.2% | Added |
| Yousif Capital Management, LLC | 112,321 | $4.28M | 0.05% | −5,945−5.0% | Reduced |
| Janus Henderson Group PLC | 112,747 | $4.30M | 0.00% | −1,123,877−90.9% | Reduced |
| Graham Capital Management, L.P. | 115,736 | $4.41M | 0.13% | +115,736 | New |
| Two Sigma Advisers, LP | 115,800 | $4.42M | 0.01% | −254,900−68.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 117,477 | $4.48M | 0.02% | +5,154+4.6% | Added |
| Guggenheim Capital LLC | 118,245 | $4.51M | 0.04% | +18,806+18.9% | Added |
| Centersquare Investment Management LLC | 122,057 | $4.65M | 0.06% | −6,354−4.9% | Reduced |
| DekaBank Deutsche Girozentrale | 123,367 | $4.70M | 0.01% | +68,769+126.0% | Added |
| Adage Capital Partners GP, L.L.C. | 125,000 | $4.77M | 0.01% | +125,000 | New |
| MetLife Investment Management | 128,814 | $4.91M | 0.04% | −5,812−4.3% | Reduced |
| New York State Teachers Retirement System | 131,424 | $5.01M | 0.01% | +1,124+0.9% | Added |
| State of Alaska, Department of Revenue | 133,756 | $5.10M | 0.06% | +307+0.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 134,827 | $5.14M | 0.01% | +3,575+2.7% | Added |