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 |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 0 | $113 | 0.00% | 0 | New |
| Beacon Capital Management, LLC | 6 | $229 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $324 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 10 | $464 | 0.00% | −22−68.8% | Reduced |
| Smartleaf Asset Management LLC | 10 | $474 | 0.00% | +10 | New |
| Plato Investment Management Ltd | 16 | $741 | 0.00% | +16 | New |
| Bruce G. Allen Investments, LLC | 16 | $742 | 0.00% | +16 | New |
| Abich Financial Wealth Management LLC | 16 | $742 | 0.00% | +16 | New |
| Frank, Rimerman Advisors LLC | 19 | $881 | 0.00% | +19 | New |
| Gradient Investments LLC | 20 | $927 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 21 | $973 | 0.00% | +21 | New |
| MCF Advisors LLC | 21 | $985 | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 14 | $1.00K | 0.00% | −20−58.8% | Reduced |
| Financial Management Professionals, Inc. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | +40 | New |
| EverSource Wealth Advisors, LLC | 29 | $1.34K | 0.00% | +29 | New |
| Abound Wealth Management | 34 | $1.58K | 0.00% | +34 | New |
| Coppell Advisory Solutions LLC | 38 | $1.76K | 0.00% | +38 | New |
| Twin Tree Management, LP | 39 | $1.81K | 0.00% | +39 | New |
| Venturi Wealth Management, LLC | 40 | $1.85K | 0.00% | −110−73.3% | Reduced |
| Loomis Sayles & Co L P | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 48 | $2.23K | 0.00% | +24+100.0% | Added |
| Sachetta, LLC | 49 | $2.29K | 0.00% | +49 | New |
| ClariVest Asset Management LLC | 51 | $2.36K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $2.36K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 59 | $2.73K | 0.00% | +59 | New |
| First Horizon Advisors, Inc. | 63 | $2.92K | 0.00% | +9+16.7% | Added |
| Capital Advisors, Ltd. LLC | 73 | $3.00K | 0.00% | +73 | New |
| Ibex Wealth Advisors | 71 | $3.31K | 0.72% | −8,315−99.2% | Reduced |
| Archer Investment Corp | 80 | $3.71K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $4.63K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 106 | $4.91K | 0.00% | +21+24.7% | Added |
| Massmutual Trust Co FSB | 107 | $4.96K | 0.00% | −8−7.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 116 | $5.06K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 114 | $5.15K | 0.00% | +30+35.7% | Added |
| Kelly Financial Services LLC | 126 | $5.84K | 0.00% | +126 | New |
| Proequities, Inc. | 132 | $6.18K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 140 | $6.49K | 0.00% | +2+1.4% | Added |
| Impact Partnership Wealth, LLC | 150 | $6.95K | 0.00% | −6,977−97.9% | Reduced |
| Red Tortoise LLC | 153 | $7.09K | 0.00% | +115+302.6% | Added |
| Bell Investment Advisors, Inc | 156 | $7.23K | 0.00% | −25−13.8% | Reduced |
| Natixis | 158 | $7.32K | 0.00% | +158 | New |
| Parkside Financial Bank & Trust | 169 | $7.83K | 0.00% | +103+156.1% | Added |
| NBC Securities, Inc. | 181 | $8.00K | 0.00% | −34−15.8% | Reduced |
| Ancora Advisors, LLC | 200 | $9.27K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $9.27K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $9.27K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 212 | $9.83K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 220 | $10.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 236 | $10.9K | 0.00% | −1,015−81.1% | Reduced |
| Parallel Advisors, LLC | 287 | $13.3K | 0.00% | −318−52.6% | Reduced |
| Geneos Wealth Management Inc. | 300 | $13.9K | 0.00% | −1,000−76.9% | Reduced |
| South State Corp. | 300 | $13.9K | 0.00% | −236−44.0% | Reduced |
| North Star Investment Management Corp. | 300 | $13.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 323 | $15.0K | 0.00% | −660−67.1% | Reduced |
| Lindbrook Capital, LLC | 325 | $15.1K | 0.00% | −43−11.7% | Reduced |
| Centerpoint Advisors, LLC | 346 | $16.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 419 | $16.0K | 0.00% | +419 | New |
| Jackson, Grant Investment Advisers, Inc. | 400 | $18.5K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 415 | $19.2K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 420 | $19.5K | 0.00% | −210−33.3% | Reduced |
| Allworth Financial LP | 458 | $21.2K | 0.00% | −316−40.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 462 | $21.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 483 | $21.9K | 0.00% | +300+163.9% | Added |
| Northwestern Mutual Wealth Management Co | 524 | $24.3K | 0.00% | −52−9.0% | Reduced |
| GWM Advisors LLC | 524 | $24.3K | 0.00% | −2,365−81.9% | Reduced |
| GAMMA Investing LLC | 653 | $28.2K | 0.01% | +653 | New |
| Farther Finance Advisors, LLC | 625 | $29.0K | 0.00% | +151+31.9% | Added |
| Wiser Advisor Group LLC | 631 | $29.2K | 0.05% | +631 | New |
| Signaturefd, LLC | 695 | $32.2K | 0.00% | +292+72.5% | Added |
| EntryPoint Capital, LLC | 723 | $33.5K | 0.03% | +723 | New |
| Harvest Fund Management Co., Ltd | 805 | $37.0K | 0.01% | −1,239−60.6% | Reduced |
| Ceredex Value Advisors LLC | 800 | $37.5K | 0.00% | +800 | New |
| National Bank of Canada | 830 | $39.6K | 0.00% | −52,776−98.5% | Reduced |
| FinTrust Capital Advisors, LLC | 862 | $40.0K | 0.01% | +68+8.6% | Added |
| Eagle Bay Advisors LLC | 886 | $41.0K | 0.03% | +8+0.9% | Added |
| HHM Wealth Advisors, LLC | 1,035 | $48.0K | 0.01% | +359+53.1% | Added |
| CWM, LLC | 1,044 | $48.0K | 0.00% | −131−11.1% | Reduced |
| Quadrant Capital Group LLC | 1,158 | $53.7K | 0.00% | −1,150−49.8% | Reduced |
| PSI Advisors, LLC | 1,210 | $56.1K | 0.02% | −2,500−67.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,248 | $57.8K | 0.00% | −1,932−60.8% | Reduced |
| Quarry LP | 1,362 | $63.1K | 0.03% | +1,292+1,845.7% | Added |
| Private Trust Co NA | 1,389 | $64.4K | 0.01% | +898+182.9% | Added |
| Tucker Asset Management LLC | 1,412 | $65.4K | 0.02% | −208−12.8% | Reduced |
| ZRC Wealth Management, LLC | 2,250 | $85.8K | 0.05% | +2,250 | New |
| Sunbelt Securities, Inc. | 1,904 | $88.3K | 0.01% | −1,199−38.6% | Reduced |
| Colonial Trust Co | 1,989 | $94.3K | 0.02% | −2,583−56.5% | Reduced |
| Fifth Third Bancorp | 2,265 | $105.0K | 0.00% | −2,151−48.7% | Reduced |
| Covestor Ltd | 2,359 | $110.0K | 0.08% | +915+63.4% | Added |
| Washington Trust Co | 2,500 | $115.9K | 0.00% | −32−1.3% | Reduced |
| Exchange Traded Concepts, LLC | 2,643 | $122.5K | 0.00% | −368−12.2% | Reduced |
| Cetera Trust Company, N.A | 2,675 | $124.0K | 0.08% | +2,675 | New |
| Ci Investments Inc. | 2,871 | $133.0K | 0.00% | +577+25.2% | Added |
| Bessemer Group Inc | 3,220 | $150.0K | 0.00% | −1,894−37.0% | Reduced |
| Assetmark, Inc | 3,370 | $156.2K | 0.00% | +76+2.3% | Added |
| IFP Advisors, Inc | 3,621 | $167.8K | 0.01% | +3,481+2,486.4% | Added |
| KBC Group NV | 4,100 | $190.0K | 0.00% | +365+9.8% | Added |
| Lido Advisors, LLC | 4,348 | $203.7K | 0.00% | +4,348 | New |
| Inspire Advisors, LLC | 4,401 | $204.0K | 0.03% | +4,401 | New |