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 |
|---|---|---|---|---|---|
| Connacht Asset Management LP | 7,769 | $296.2K | 1.76% | −7,059−47.6% | Reduced |
| XML Financial, LLC | 7,591 | $289.5K | 0.03% | +59+0.8% | Added |
| Baird Financial Group, Inc. | 7,510 | $286.4K | 0.00% | +7,510 | New |
| Los Angeles Capital Management LLC | 7,432 | $283.4K | 0.00% | +7,432 | New |
| United Capital Financial Advisers, LLC | 7,426 | $283.1K | 0.00% | −1,687−18.5% | Reduced |
| Advisors Asset Management, Inc. | 7,384 | $281.6K | 0.01% | −19,381−72.4% | Reduced |
| Mutual Advisors, LLC | 7,204 | $274.7K | 0.01% | −162−2.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,193 | $274.3K | 0.00% | +7,193 | New |
| Impact Partnership Wealth, LLC | 7,127 | $271.7K | 0.08% | +7,060+10,537.3% | Added |
| Yorktown Management & Research Co Inc | 7,100 | $270.7K | 0.30% | +400+6.0% | Added |
| Leonteq Securities AG | 7,096 | $270.6K | 0.03% | −893−11.2% | Reduced |
| Bridgefront Capital, LLC | 7,048 | $268.7K | 0.19% | −7,047−50.0% | Reduced |
| Metropolitan Life Insurance Co | 6,904 | $263.3K | 0.01% | +41+0.6% | Added |
| Wedbush Securities Inc | 6,613 | $252.0K | 0.01% | +6,613 | New |
| Wolverine Trading, LLC | 6,608 | $252.0K | 0.00% | −6,845−50.9% | Reduced |
| Panagora Asset Management Inc | 6,500 | $247.8K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 6,409 | $244.4K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 6,393 | $243.8K | 0.11% | +3,163+97.9% | Added |
| Belpointe Asset Management LLC | 6,349 | $242.1K | 0.03% | −25−0.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 6,249 | $238.3K | 0.09% | +6,249 | New |
| QRG Capital Management, Inc. | 6,165 | $235.1K | 0.00% | +6,165 | New |
| Ossiam | 6,074 | $231.6K | 0.00% | −942−13.4% | Reduced |
| Profund Advisors LLC | 6,074 | $231.6K | 0.01% | −845−12.2% | Reduced |
| Mackenzie Financial Corp | 5,985 | $221.7K | 0.00% | −2,654−30.7% | Reduced |
| Malaga Cove Capital, LLC | 5,805 | $221.3K | 0.10% | +5,805 | New |
| Cary Street Partner Investment Advisory LLC | 5,761 | $219.7K | 0.01% | +1,051+22.3% | Added |
| Cetera Investment Advisers | 5,621 | $214.3K | 0.00% | −1,113−16.5% | Reduced |
| Raymond James Trust N.A. | 5,538 | $211.2K | 0.01% | +27+0.5% | Added |
| Curtis Advisory Group, LLC | 5,334 | $203.4K | 0.07% | −900−14.4% | Reduced |
| Renaissance Group LLC | 5,202 | $201.1K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,114 | $195.0K | 0.00% | +38+0.7% | Added |
| Colonial Trust Co | 4,572 | $174.3K | 0.04% | +106+2.4% | Added |
| Virtus ETF Advisers LLC | 4,482 | $170.9K | 0.10% | −428−8.7% | Reduced |
| Fifth Third Bancorp | 4,416 | $168.4K | 0.00% | −168−3.7% | Reduced |
| KBC Group NV | 3,735 | $142.0K | 0.00% | +3,735 | New |
| PSI Advisors, LLC | 3,710 | $141.5K | 0.06% | +2,585+229.8% | Added |
| Point72 Asset Management, L.P. | 3,594 | $137.0K | 0.00% | +3,594 | New |
| Assetmark, Inc | 3,294 | $125.6K | 0.00% | −29−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,180 | $121.2K | 0.00% | −3,590−53.0% | Reduced |
| Sunbelt Securities, Inc. | 3,103 | $118.3K | 0.02% | −5−0.2% | Reduced |
| Exchange Traded Concepts, LLC | 3,011 | $114.8K | 0.00% | +143+5.0% | Added |
| GWM Advisors LLC | 2,889 | $110.1K | 0.00% | +4+0.1% | Added |
| Washington Trust Co | 2,532 | $96.5K | 0.00% | −1,003−28.4% | Reduced |
| Quadrant Capital Group LLC | 2,308 | $88.0K | 0.01% | +1,231+114.3% | Added |
| Ci Investments Inc. | 2,294 | $87.0K | 0.00% | +11+0.5% | Added |
| Harvest Fund Management Co., Ltd | 2,044 | $78.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,620 | $61.8K | 0.02% | −396−19.6% | Reduced |
| Covestor Ltd | 1,444 | $55.0K | 0.04% | +573+65.8% | Added |
| Geneos Wealth Management Inc. | 1,300 | $49.6K | 0.00% | −1−0.1% | Reduced |
| Whittier Trust Co | 1,251 | $47.7K | 0.00% | +15+1.2% | Added |
| CWM, LLC | 1,175 | $45.0K | 0.00% | +165+16.3% | Added |
| PEAK6 Investments LLC | 1,171 | $44.6K | 0.00% | +1,171 | New |
| Huntington National Bank | 983 | $37.5K | 0.00% | +214+27.8% | Added |
| Eagle Bay Advisors LLC | 878 | $33.5K | 0.02% | −79−8.3% | Reduced |
| FinTrust Capital Advisors, LLC | 794 | $30.3K | 0.01% | −178−18.3% | Reduced |
| Allworth Financial LP | 774 | $29.5K | 0.00% | +20+2.7% | Added |
| HHM Wealth Advisors, LLC | 676 | $25.8K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 630 | $24.0K | 0.01% | +328+108.6% | Added |
| Parallel Advisors, LLC | 605 | $23.1K | 0.00% | +12+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 576 | $22.0K | 0.00% | +172+42.6% | Added |
| VisionPoint Advisory Group, LLC | 539 | $20.6K | 0.01% | +238+79.1% | Added |
| South State Corp. | 536 | $20.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 491 | $18.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 474 | $18.1K | 0.00% | +234+97.5% | Added |
| Capital Analysts, LLC | 476 | $18.0K | 0.00% | +3+0.6% | Added |
| Newbridge Financial Services Group, Inc. | 462 | $17.6K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 415 | $15.8K | 0.00% | −270−39.4% | Reduced |
| Signaturefd, LLC | 403 | $15.4K | 0.00% | −123−23.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 400 | $15.3K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 368 | $14.0K | 0.00% | +32+9.5% | Added |
| Centerpoint Advisors, LLC | 346 | $13.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 320 | $12.2K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $11.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 282 | $10.8K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 253 | $9.65K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 220 | $8.39K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 212 | $8.08K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 215 | $8.00K | 0.00% | +215 | New |
| Ancora Advisors, LLC | 200 | $7.63K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $7.63K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $7.50K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 183 | $6.98K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 181 | $6.90K | 0.00% | −1−0.5% | Reduced |
| Venturi Wealth Management, LLC | 150 | $5.72K | 0.00% | +150 | New |
| IFP Advisors, Inc | 140 | $5.34K | 0.00% | −297−68.0% | Reduced |
| Creative Financial Designs Inc | 138 | $5.28K | 0.00% | +1+0.7% | Added |
| Proequities, Inc. | 132 | $5.10K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 116 | $4.42K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 115 | $4.38K | 0.00% | +38+49.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 113 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $3.81K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 85 | $3.24K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 84 | $3.09K | 0.00% | −40−32.3% | Reduced |
| Archer Investment Corp | 80 | $3.05K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 70 | $2.67K | 0.00% | −757−91.5% | Reduced |
| 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 |
| Earnest Partners LLC | 65 | $2.48K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 63 | $2.40K | 0.00% | +63 | New |
| LGT Financial Advisors LLC | 60 | $2.29K | 0.00% | +60 | New |