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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 3,338,440 | $127.3M | 0.05% | −283,391−7.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,898,429 | $148.6M | 0.26% | +1,369,438+54.1% | Added |
| Capital Research Global Investors | 3,962,771 | $151.1M | 0.04% | −141,638−3.5% | Reduced |
| Geode Capital Management, LLC | 4,122,693 | $157.2M | 0.02% | +79,670+2.0% | Added |
| Principal Financial Group Inc | 4,396,390 | $167.6M | 0.12% | −4,356,796−49.8% | Reduced |
| Price T Rowe Associates Inc | 4,660,920 | $177.7M | 0.03% | +431,996+10.2% | Added |
| Invesco Ltd. | 4,722,108 | $180.1M | 0.05% | +210,338+4.7% | Added |
| T. Rowe Price Investment Management, Inc. | 6,017,353 | $229.4M | 0.16% | +25,689+0.4% | Added |
| JPMorgan Chase & Co | 6,764,705 | $257.9M | 0.03% | −80,373−1.2% | Reduced |
| Norges Bank | 7,364,806 | $280.8M | 0.06% | +25,839+0.4% | Added |
| State Street Corp | 12,364,443 | $477.3M | 0.03% | +4,6610.0% | Added |
| FMR LLC | 15,192,268 | $579.3M | 0.05% | −1,159,877−7.1% | Reduced |
| BlackRock Inc. | 25,676,677 | $979.1M | 0.03% | −346,973−1.3% | Reduced |
| Vanguard Group Inc | 31,771,694 | $1.21B | 0.03% | −108,937−0.3% | Reduced |
| Taika Capital, LP | 0 | $0 | 0.00% | −160,300−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −126,100−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −101,784−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −89,946−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −82,460−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −78,341−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −61,511−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −35,120−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −33,425−100.0% | Sold out |
| MTM Investment Management, LLC | 0 | $0 | 0.00% | −31,630−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −26,528−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −23,452−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −19,232−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −15,118−100.0% | Sold out |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −14,375−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −13,650−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −10,021−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −9,201−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,942−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −8,425−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −7,739−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −6,225−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −5,672−100.0% | Sold out |
| Kaizen Financial Strategies | 0 | $0 | 0.00% | −4,952−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −5,062−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,889−100.0% | Sold out |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −4,313−100.0% | Sold out |
| Howard Capital Management Group, LLC | 0 | $0 | 0.00% | −3,946−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −1,894−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −399−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |
| Endurance Wealth Management, Inc. | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |