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, Q4 2023
Institutional positions in CubeSmart as of Dec 31, 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
- 438
- +27 vs. Q3 2023
- Shares held
- 217.8M
- −3.87M (−1.7%) vs. Q3 2023
- Total value
- $10.1B
- +$1.64B (+19.4%) vs. Q3 2023
- New holders
- 66
- 151 more added
- Sold out
- 39
- 175 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 31,643,151 | $1.47B | 0.03% | −128,543−0.4% | Reduced |
| BlackRock Inc. | 25,929,451 | $1.20B | 0.03% | +252,774+1.0% | Added |
| FMR LLC | 14,065,239 | $651.9M | 0.05% | −1,127,029−7.4% | Reduced |
| State Street Corp | 12,481,235 | $584.8M | 0.03% | +116,792+0.9% | Added |
| Norges Bank | 9,596,945 | $444.8M | 0.08% | +2,232,139+30.3% | Added |
| T. Rowe Price Investment Management, Inc. | 6,281,804 | $291.2M | 0.19% | +264,451+4.4% | Added |
| JPMorgan Chase & Co | 6,238,347 | $289.1M | 0.03% | −526,358−7.8% | Reduced |
| Invesco Ltd. | 5,063,225 | $234.7M | 0.06% | +341,117+7.2% | Added |
| Price T Rowe Associates Inc | 4,482,439 | $207.8M | 0.03% | −178,481−3.8% | Reduced |
| Geode Capital Management, LLC | 4,239,963 | $196.5M | 0.02% | +117,270+2.8% | Added |
| Resolution Capital Ltd | 3,964,768 | $183.8M | 3.33% | +1,349,816+51.6% | Added |
| Allspring Global Investments Holdings, LLC | 3,838,916 | $177.9M | 0.29% | −59,513−1.5% | Reduced |
| Truist Financial Corp | 3,516,173 | $163.0M | 0.26% | +445,228+14.5% | Added |
| Dimensional Fund Advisors LP | 3,230,215 | $149.7M | 0.04% | +22,105+0.7% | Added |
| Cbre Clarion Securities LLC | 3,047,674 | $141.3M | 2.56% | −126,581−4.0% | Reduced |
| Deutsche Bank AG | 3,030,731 | $140.5M | 0.07% | −27,462−0.9% | Reduced |
| Capital Research Global Investors | 2,951,055 | $136.8M | 0.03% | −1,011,716−25.5% | Reduced |
| Charles Schwab Investment Management Inc | 2,842,440 | $131.7M | 0.03% | +61,964+2.2% | Added |
| Massachusetts Financial Services Co | 2,806,196 | $130.1M | 0.04% | +965,006+52.4% | Added |
| Diamond Hill Capital Management Inc | 2,693,866 | $124.9M | 0.55% | −31,111−1.1% | Reduced |
| Morgan Stanley | 2,686,754 | $124.5M | 0.01% | −575,877−17.7% | Reduced |
| Duff & Phelps Investment Management Co | 2,651,564 | $122.9M | 1.48% | −1,655−0.1% | Reduced |
| Bank of New York Mellon Corp | 2,638,790 | $122.3M | 0.02% | +157,541+6.3% | Added |
| Northern Trust Corp | 2,484,128 | $115.1M | 0.02% | +91,010+3.8% | Added |
| Alliancebernstein L.P. | 2,218,113 | $102.8M | 0.04% | −1,120,327−33.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,908,419 | $88.5M | 0.31% | +1,908,419 | New |
| Legal & General Group Plc | 1,777,597 | $82.4M | 0.03% | +86,705+5.1% | Added |
| Wellington Management Group LLP | 1,754,594 | $81.3M | 0.02% | +601,530+52.2% | Added |
| Goldman Sachs Group Inc | 1,708,284 | $79.2M | 0.02% | −586,467−25.6% | Reduced |
| Envestnet Asset Management Inc | 1,650,852 | $76.5M | 0.03% | +370,361+28.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 1,554,141 | $72.0M | 1.83% | −45,859−2.9% | Reduced |
| Russell Investments Group, Ltd. | 1,473,429 | $68.4M | 0.12% | +208,426+16.5% | Added |
| UBS Asset Management Americas Inc | 1,254,785 | $58.2M | 0.02% | −41,620−3.2% | Reduced |
| Centersquare Investment Management LLC | 1,127,979 | $52.3M | 0.58% | +1,005,922+824.1% | Added |
| Bank of America Corp | 995,220 | $46.1M | 0.01% | −156,221−13.6% | Reduced |
| Epoch Investment Partners, Inc. | 958,464 | $44.4M | 0.20% | +343,001+55.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 881,317 | $40.8M | 0.03% | −328,162−27.1% | Reduced |
| Ellevest, Inc. | 863,717 | $40.0M | 2.73% | +863,717 | New |
| Boston Trust Walden Corp | 859,277 | $39.8M | 0.30% | +97,979+12.9% | Added |
| Lasalle Investment Management Securities LLC | 841,914 | $39.0M | 1.54% | −322,302−27.7% | Reduced |
| Nuveen Asset Management, LLC | 833,258 | $38.8M | 0.01% | −23,666−2.8% | Reduced |
| Principal Financial Group Inc | 826,302 | $38.3M | 0.02% | −3,570,088−81.2% | Reduced |
| PGGM Investments | 809,749 | $37.5M | 0.57% | −713,797−46.9% | Reduced |
| Rhumbline Advisers | 783,237 | $36.3M | 0.04% | −18,877−2.4% | Reduced |
| Lazard Asset Management LLC | 739,885 | $34.3M | 0.04% | +135,477+22.4% | Added |
| Schroder Investment Management Group | 708,984 | $32.9M | 0.04% | −181,977−20.4% | Reduced |
| SEI Investments Co | 654,676 | $30.3M | 0.05% | +106,742+19.5% | Added |
| Public Employees Retirement Association of Colorado | 649,106 | $30.1M | 0.14% | −3,614−0.6% | Reduced |
| Raymond James & Associates | 610,963 | $28.3M | 0.02% | −60,860−9.1% | Reduced |
| Retirement Systems of Alabama | 609,426 | $28.2M | 0.12% | +929+0.2% | Added |
| HSBC Holdings PLC | 602,625 | $27.9M | 0.03% | −171,105−22.1% | Reduced |
| Canada Pension Plan Investment Board | 589,000 | $27.3M | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 565,026 | $26.2M | 0.01% | +200,559+55.0% | Added |
| Copeland Capital Management, LLC | 548,773 | $25.4M | 0.51% | −22,464−3.9% | Reduced |
| Keybank National Association | 519,461 | $24.1M | 0.11% | +41,873+8.8% | Added |
| Nordea Investment Management AB | 484,855 | $22.6M | 0.03% | +113,571+30.6% | Added |
| Crawford Investment Counsel Inc | 482,903 | $22.4M | 0.45% | +16,156+3.5% | Added |
| Swiss National Bank | 443,000 | $20.5M | 0.02% | −50,900−10.3% | Reduced |
| Asset Management One Co.,Ltd. | 425,399 | $20.2M | 0.08% | −12,961−3.0% | Reduced |
| TD Asset Management Inc | 432,303 | $20.0M | 0.02% | +352,678+442.9% | Added |
| Credit Suisse AG | 420,169 | $19.5M | 0.02% | +9,311+2.3% | Added |
| Public Employees Retirement System of Ohio | 418,030 | $19.4M | 0.08% | +2,931+0.7% | Added |
| California Public Employees Retirement System | 406,196 | $18.8M | 0.01% | −10,593−2.5% | Reduced |
| Great West Life Assurance Co | 386,884 | $17.9M | 0.04% | +21,993+6.0% | Added |
| Nicola Wealth Management Ltd. | 365,613 | $17.1M | 1.80% | +48,300+15.2% | Added |
| State of Wisconsin Investment Board | 366,283 | $17.0M | 0.05% | +61,037+20.0% | Added |
| Alyeska Investment Group, L.P. | 355,648 | $16.5M | 0.11% | +355,648 | New |
| Walleye Capital LLC | 354,862 | $16.4M | 0.23% | −99,738−21.9% | Reduced |
| STRS Ohio | 351,710 | $16.3M | 0.07% | +72,900+26.1% | Added |
| Allianz Asset Management GmbH | 326,852 | $15.1M | 0.03% | −85,755−20.8% | Reduced |
| Davidson Investment Advisors | 309,825 | $14.4M | 0.82% | +5,393+1.8% | Added |
| American International Group, Inc. | 303,725 | $14.1M | 0.06% | −12,998−4.1% | Reduced |
| UBS Group AG | 292,336 | $13.5M | 0.01% | +6,539+2.3% | Added |
| Balyasny Asset Management LLC | 280,105 | $13.0M | 0.04% | −1,905,693−87.2% | Reduced |
| Thrivent Financial for Lutherans | 265,992 | $12.3M | 0.03% | −212,945−44.5% | Reduced |
| Nomura Asset Management Co Ltd | 263,982 | $12.2M | 0.05% | +4,970+1.9% | Added |
| Macquarie Group Ltd | 257,405 | $11.9M | 0.01% | +33,662+15.0% | Added |
| Barclays PLC | 254,481 | $11.8M | 0.01% | +112,290+79.0% | Added |
| Pacer Advisors, Inc. | 252,496 | $11.7M | 0.03% | +14,813+6.2% | Added |
| Prudential Financial Inc | 246,142 | $11.4M | 0.02% | −476,740−65.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 240,000 | $11.1M | 0.02% | +115,000+92.0% | Added |
| California State Teachers Retirement System | 237,533 | $11.0M | 0.02% | −10,948−4.4% | Reduced |
| Franklin Resources Inc | 225,552 | $10.5M | 0.00% | −216,922−49.0% | Reduced |
| Carlyle Group Inc. | 220,500 | $10.2M | 0.49% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 214,197 | $9.93M | 0.05% | −220.0% | Reduced |
| State of New Jersey Common Pension Fund D | 212,287 | $9.84M | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 212,062 | $9.83M | 0.01% | −3,626−1.7% | Reduced |
| New York State Common Retirement Fund | 203,486 | $9.43M | 0.01% | −18,507−8.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 200,000 | $9.27M | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 194,630 | $9.02M | 0.02% | +570.0% | Added |
| Texas Permanent School Fund | 194,247 | $9.00M | 0.08% | +3,320+1.7% | Added |
| AQR Capital Management LLC | 193,142 | $8.95M | 0.02% | +103,101+114.5% | Added |
| Gateway Investment Advisers LLC | 188,104 | $8.72M | 0.10% | −23,721−11.2% | Reduced |
| Tudor Investment Corp Et Al | 186,575 | $8.65M | 0.12% | +176,485+1,749.1% | Added |
| Capital Fund Management S.A. | 186,132 | $8.63M | 0.11% | +37,541+25.3% | Added |
| Wells Fargo & Company | 180,983 | $8.39M | 0.00% | −31,161−14.7% | Reduced |
| CI Private Wealth, LLC | 180,975 | $8.39M | 0.02% | +167,173+1,211.2% | Added |
| Commonwealth Equity Services, LLC | 180,956 | $8.39M | 0.02% | −947−0.5% | Reduced |
| Victory Capital Management Inc | 177,810 | $8.24M | 0.01% | +138,202+348.9% | Added |
| Two Sigma Investments, LP | 176,698 | $8.19M | 0.02% | +77,742+78.6% | Added |