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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 34,234 | $1.31M | 0.04% | −433−1.2% | Reduced |
| Presima Inc. | 32,900 | $1.25M | 0.33% | −1,100−3.2% | Reduced |
| Pictet & Cie (Europe) SA | 32,585 | $1.24M | 0.04% | −564−1.7% | Reduced |
| Federated Hermes, Inc. | 32,470 | $1.24M | 0.00% | −2,945−8.3% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 32,300 | $1.23M | 0.24% | −100−0.3% | Reduced |
| Westpac Banking Corp | 32,137 | $1.23M | 0.09% | −33,967−51.4% | Reduced |
| HighTower Advisors, LLC | 31,452 | $1.20M | 0.00% | +1,408+4.7% | Added |
| Walleye Trading LLC | 31,187 | $1.19M | 0.03% | +31,187 | New |
| Citadel Advisors LLC | 30,806 | $1.17M | 0.00% | −126,019−80.4% | Reduced |
| SG Americas Securities, LLC | 30,639 | $1.17M | 0.02% | −30,557−49.9% | Reduced |
| Simplex Trading, LLC | 30,596 | $1.17M | 0.04% | +20,317+197.7% | Added |
| M&T Bank Corp | 28,845 | $1.10M | 0.00% | +1,283+4.7% | Added |
| Decatur Capital Management, Inc. | 28,745 | $1.10M | 0.79% | −242−0.8% | Reduced |
| Mirabella Financial Services LLP | 28,714 | $1.09M | 0.16% | +18,016+168.4% | Added |
| Greenland Capital Management LP | 28,000 | $1.07M | 0.13% | +28,000 | New |
| Xponance, Inc. | 27,911 | $1.06M | 0.01% | −450−1.6% | Reduced |
| Pensionfund Sabic | 27,700 | $1.06M | 0.37% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 27,657 | $1.05M | 0.01% | −4,559−14.2% | Reduced |
| Nissay Asset Management Corp | 26,795 | $1.02M | 0.01% | +1,134+4.4% | Added |
| Prudential PLC | 26,524 | $1.01M | 0.01% | −6,406−19.5% | Reduced |
| Empire Life Investments Inc. | 25,946 | $989.3K | 0.07% | −298−1.1% | Reduced |
| US Bancorp | 25,632 | $977.4K | 0.00% | +5,385+26.6% | Added |
| Mount Yale Investment Advisors, LLC | 25,434 | $969.8K | 0.11% | −373−1.4% | Reduced |
| Toronto Dominion Bank | 24,631 | $939.2K | 0.00% | +281+1.2% | Added |
| Castle Hook Partners LP | 22,482 | $857.2K | 0.06% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 21,732 | $828.7K | 0.10% | −2,244−9.4% | Reduced |
| Partners Capital Investment Group, LLP | 21,512 | $820.3K | 0.02% | +21,512 | New |
| Spirit of America Management Corp | 21,450 | $817.9K | 0.18% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 21,436 | $817.3K | 0.06% | +1,414+7.1% | Added |
| Vontobel Holding Ltd. | 21,382 | $815.3K | 0.01% | −1,430−6.3% | Reduced |
| Quantinno Capital Management LP | 21,338 | $814.0K | 0.04% | −20,390−48.9% | Reduced |
| Fox Run Management, L.L.C. | 21,283 | $811.5K | 0.24% | +21,283 | New |
| Illinois Municipal Retirement Fund | 20,823 | $794.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 20,701 | $789.0K | 0.00% | +1,699+8.9% | Added |
| Shell Asset Management Co | 19,728 | $752.0K | 0.03% | −620−3.0% | Reduced |
| Naples Global Advisors, LLC | 19,410 | $749.6K | 0.09% | +7,870+68.2% | Added |
| Securian Asset Management, Inc | 19,041 | $726.0K | 0.02% | −974−4.9% | Reduced |
| Lockheed Martin Investment Management Co | 17,119 | $720.0K | 0.06% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 18,672 | $712.0K | 0.44% | +2,369+14.5% | Added |
| American Assets Capital Advisers, LLC | 18,655 | $711.3K | 0.20% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 18,635 | $710.6K | 0.05% | −25−0.1% | Reduced |
| Erste Asset Management GmbH | 18,200 | $703.6K | 0.01% | −1,800−9.0% | Reduced |
| LRT Capital Management, LLC | 18,420 | $702.4K | 0.49% | −21,671−54.1% | Reduced |
| Vestcor Inc | 18,123 | $691.0K | 0.03% | −47,334−72.3% | Reduced |
| Oak Thistle LLC | 17,901 | $682.6K | 0.20% | +17,901 | New |
| Maryland State Retirement & Pension System | 17,572 | $670.0K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 17,281 | $659.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 16,717 | $637.4K | 0.02% | −851−4.8% | Reduced |
| Tower Research Capital LLC (TRC) | 16,670 | $635.6K | 0.02% | −8,353−33.4% | Reduced |
| Virginia Retirement Systems Et Al | 16,520 | $629.9K | 0.01% | −241,600−93.6% | Reduced |
| FORA Capital, LLC | 16,382 | $624.6K | 0.05% | +16,382 | New |
| Susquehanna International Group, LLP | 16,247 | $619.5K | 0.00% | −12,932−44.3% | Reduced |
| HGI Capital Management, LLC | 15,793 | $602.2K | 0.68% | +15,793 | New |
| Ontario Teachers Pension Plan Board | 15,668 | $597.4K | 0.01% | −48,416−75.6% | Reduced |
| Mariner, LLC | 15,637 | $596.2K | 0.00% | +38+0.2% | Added |
| Cetera Advisor Networks LLC | 15,514 | $591.6K | 0.00% | −1,227−7.3% | Reduced |
| Creative Planning | 15,489 | $590.6K | 0.00% | −2,320−13.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 15,407 | $587.0K | 0.00% | −631−3.9% | Reduced |
| United Services Automobile Association | 15,149 | $577.6K | 0.01% | +716+5.0% | Added |
| Azzad Asset Management Inc | 14,691 | $560.2K | 0.08% | +522+3.7% | Added |
| Foster & Motley Inc | 14,372 | $548.0K | 0.04% | −36,603−71.8% | Reduced |
| Pinnacle Associates Ltd | 14,272 | $544.2K | 0.01% | +30.0% | Added |
| Winmill & Co. Inc | 14,000 | $533.8K | 0.20% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 13,802 | $526.3K | 0.00% | +217+1.6% | Added |
| River & Mercantile Asset Management LLP | 13,723 | $523.2K | 0.12% | −597−4.2% | Reduced |
| D.A. Davidson & Co. | 13,704 | $522.5K | 0.01% | −734−5.1% | Reduced |
| The PNC Financial Services Group, Inc. | 13,594 | $518.3K | 0.00% | +1,097+8.8% | Added |
| Dynamic Technology Lab Private Ltd | 13,561 | $517.0K | 0.05% | +13,561 | New |
| Mirador Capital Partners LP | 13,523 | $515.6K | 0.12% | +13,523 | New |
| Metis Global Partners, LLC | 13,179 | $502.5K | 0.02% | +386+3.0% | Added |
| TD Private Client Wealth LLC | 13,006 | $495.9K | 0.02% | −3,428−20.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,912 | $492.3K | 0.00% | +12,912 | New |
| Cornercap Investment Counsel Inc | 12,620 | $481.2K | 0.09% | +12,620 | New |
| Engineers Gate Manager LP | 12,417 | $473.5K | 0.02% | −12,696−50.6% | Reduced |
| Wolverine Asset Management LLC | 12,407 | $473.1K | 0.01% | +12,407 | New |
| ProShare Advisors LLC | 12,141 | $462.9K | 0.00% | −985−7.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,112 | $461.8K | 0.01% | +7,372+155.5% | Added |
| Wesbanco Bank Inc | 11,408 | $435.0K | 0.02% | +6,000+110.9% | Added |
| Norinchukin Bank, The | 11,232 | $428.3K | 0.01% | +710+6.7% | Added |
| Donoghue Forlines LLC | 11,183 | $426.4K | 0.15% | +2,903+35.1% | Added |
| Penserra Capital Management LLC | 10,984 | $418.0K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,884 | $415.0K | 0.00% | −1,402−11.4% | Reduced |
| Neuberger Berman Group LLC | 10,738 | $409.4K | 0.00% | −1,039−8.8% | Reduced |
| DFPG Investments, LLC | 11,160 | $408.5K | 0.04% | −4,413−28.3% | Reduced |
| Shelton Capital Management | 10,411 | $397.0K | 0.01% | −660−6.0% | Reduced |
| Tudor Investment Corp Et Al | 10,090 | $384.7K | 0.01% | −94,165−90.3% | Reduced |
| Sit Investment Associates Inc | 9,950 | $379.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 9,793 | $373.4K | 0.01% | −379−3.7% | Reduced |
| Cooper Financial Group | 9,221 | $351.6K | 0.08% | +284+3.2% | Added |
| Emfo, LLC | 8,930 | $340.5K | 0.32% | 00.0% | Unchanged |
| Vident Advisory, LLC | 8,825 | $336.5K | 0.01% | +8,825 | New |
| Group One Trading, L.P. | 8,479 | $323.3K | 0.01% | −1,539−15.4% | Reduced |
| Fulcrum Equity Management | 8,444 | $322.0K | 0.38% | +99+1.2% | Added |
| Ibex Wealth Advisors | 8,386 | $320.0K | 0.08% | +8,386 | New |
| Algert Global LLC | 8,360 | $318.8K | 0.01% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 8,300 | $316.5K | 0.09% | 00.0% | Unchanged |
| IFG Advisory, LLC | 8,290 | $316.1K | 0.03% | +8,290 | New |
| Verition Fund Management LLC | 8,197 | $312.6K | 0.00% | −72,091−89.8% | Reduced |
| Exencial Wealth Advisors, LLC | 8,000 | $305.0K | 0.01% | +8,000 | New |
| Mitsubishi UFJ Trust & Banking Corp | 7,990 | $304.7K | 0.00% | +2,242+39.0% | Added |