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 |
|---|---|---|---|---|---|
| Whitaker-Myers Wealth Managers, LTD. | 4,418 | $204.8K | 0.10% | +4,418 | New |
| Foster & Motley Inc | 4,532 | $210.0K | 0.02% | −9,840−68.5% | Reduced |
| Family Wealth Group, LLC | 4,630 | $214.6K | 0.27% | +4,630 | New |
| Janney Montgomery Scott LLC | 4,729 | $219.0K | 0.00% | −6,155−56.6% | Reduced |
| Nations Financial Group Inc, | 4,753 | $220.3K | 0.02% | +4,753 | New |
| American Assets Investment Management, LLC | 4,800 | $222.5K | 0.02% | +4,800 | New |
| Cary Street Partner Investment Advisory LLC | 4,891 | $226.7K | 0.01% | −870−15.1% | Reduced |
| Greenleaf Trust | 4,949 | $229.4K | 0.00% | +4,949 | New |
| B.O.S.S. Retirement Advisors, LLC | 5,046 | $233.9K | 0.05% | +5,046 | New |
| Kaizen Financial Strategies | 5,048 | $234.0K | 0.18% | +5,048 | New |
| Virtus ETF Advisers LLC | 5,205 | $241.3K | 0.15% | +723+16.1% | Added |
| United Capital Financial Advisers, LLC | 5,261 | $243.9K | 0.00% | −2,165−29.2% | Reduced |
| Renaissance Group LLC | 5,202 | $246.7K | 0.01% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 5,334 | $247.2K | 0.11% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,400 | $250.3K | 0.00% | +5,400 | New |
| MAI Capital Management | 5,502 | $255.0K | 0.00% | +5,502 | New |
| Level Four Advisory Services, LLC | 5,504 | $255.1K | 0.01% | +5,504 | New |
| Cetera Investment Advisers | 5,614 | $260.2K | 0.00% | −7−0.1% | Reduced |
| Raymond James Trust N.A. | 5,651 | $261.9K | 0.01% | +113+2.0% | Added |
| Malaga Cove Capital, LLC | 5,805 | $269.1K | 0.11% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,830 | $270.3K | 0.02% | −519−8.2% | Reduced |
| Legacy Advisors, LLC | 5,823 | $272.9K | 0.04% | +5,823 | New |
| Advisory Services Network, LLC | 5,995 | $277.9K | 0.01% | −3,798−38.8% | Reduced |
| First Citizens Bank & Trust Co | 6,020 | $279.0K | 0.01% | +6,020 | New |
| Ossiam | 6,074 | $281.5K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 6,156 | $285.3K | 0.07% | −15,127−71.1% | Reduced |
| Baird Financial Group, Inc. | 6,182 | $286.5K | 0.00% | −1,328−17.7% | Reduced |
| Advisors Asset Management, Inc. | 6,207 | $287.7K | 0.01% | −1,177−15.9% | Reduced |
| Captrust Financial Advisors | 6,317 | $292.8K | 0.00% | +6,317 | New |
| Quantbot Technologies LP | 6,335 | $293.6K | 0.02% | +6,335 | New |
| CIBC Asset Management Inc | 6,409 | $297.1K | 0.00% | 00.0% | Unchanged |
| Fulcrum Equity Management | 6,412 | $297.2K | 0.37% | −2,032−24.1% | Reduced |
| QRG Capital Management, Inc. | 6,767 | $313.6K | 0.00% | +602+9.8% | Added |
| Profund Advisors LLC | 6,823 | $316.2K | 0.01% | +749+12.3% | Added |
| Mutual Advisors, LLC | 6,838 | $316.9K | 0.01% | −366−5.1% | Reduced |
| Metropolitan Life Insurance Co | 6,884 | $319.1K | 0.01% | −20−0.3% | Reduced |
| Wedbush Securities Inc | 6,910 | $320.0K | 0.01% | +297+4.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 6,980 | $323.0K | 0.11% | +731+11.7% | Added |
| Exencial Wealth Advisors, LLC | 6,983 | $323.7K | 0.01% | −1,017−12.7% | Reduced |
| Yorktown Management & Research Co Inc | 7,100 | $329.1K | 0.34% | 00.0% | Unchanged |
| XML Financial, LLC | 7,108 | $329.4K | 0.03% | −483−6.4% | Reduced |
| Carmel Capital Partners, LLC | 7,971 | $369.5K | 0.19% | +1,578+24.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,979 | $369.8K | 0.00% | +786+10.9% | Added |
| Harbour Capital Advisors, LLC | 8,125 | $376.0K | 0.10% | −175−2.1% | Reduced |
| Neuberger Berman Group LLC | 8,298 | $384.6K | 0.00% | −2,440−22.7% | Reduced |
| D. E. Shaw & Co., Inc. | 8,319 | $385.6K | 0.00% | +8,319 | New |
| Vident Advisory, LLC | 8,578 | $397.6K | 0.01% | −247−2.8% | Reduced |
| IFG Advisory, LLC | 8,662 | $401.5K | 0.03% | +372+4.5% | Added |
| Emfo, LLC | 8,930 | $413.9K | 0.39% | 00.0% | Unchanged |
| Shelton Capital Management | 9,758 | $452.3K | 0.01% | −653−6.3% | Reduced |
| Sit Investment Associates Inc | 9,950 | $461.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 9,954 | $461.4K | 0.01% | −6,763−40.5% | Reduced |
| Cooper Financial Group | 10,339 | $479.2K | 0.09% | +1,118+12.1% | Added |
| Vista Investment Partners LLC | 10,380 | $481.1K | 0.18% | +10,380 | New |
| Norinchukin Bank, The | 10,795 | $500.3K | 0.01% | −437−3.9% | Reduced |
| Entropy Technologies, LP | 10,953 | $507.7K | 0.09% | +10,953 | New |
| DFPG Investments, LLC | 11,052 | $511.5K | 0.04% | −108−1.0% | Reduced |
| Integrated Advisors Network LLC | 11,073 | $513.2K | 0.03% | −61,438−84.7% | Reduced |
| D.A. Davidson & Co. | 11,157 | $517.1K | 0.01% | −2,547−18.6% | Reduced |
| ProShare Advisors LLC | 11,828 | $548.2K | 0.00% | −313−2.6% | Reduced |
| TD Private Client Wealth LLC | 11,859 | $549.7K | 0.02% | −1,147−8.8% | Reduced |
| The PNC Financial Services Group, Inc. | 12,085 | $560.1K | 0.00% | −1,509−11.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,113 | $561.0K | 0.06% | −1,448−10.7% | Reduced |
| Donoghue Forlines LLC | 12,551 | $581.7K | 0.18% | +1,368+12.2% | Added |
| Quantinno Capital Management LP | 12,550 | $582.0K | 0.02% | −8,788−41.2% | Reduced |
| Adelante Capital Management LLC | 12,789 | $593.0K | 0.04% | −334,068−96.3% | Reduced |
| Mariner, LLC | 12,927 | $599.2K | 0.00% | −2,710−17.3% | Reduced |
| Clearstead Advisors, LLC | 13,176 | $610.7K | 0.03% | +13,113+20,814.3% | Added |
| Penserra Capital Management LLC | 13,317 | $617.0K | 0.01% | +2,333+21.2% | Added |
| Cetera Advisor Networks LLC | 13,334 | $618.1K | 0.00% | −2,180−14.1% | Reduced |
| Lockheed Martin Investment Management Co | 13,419 | $627.3K | 0.04% | −3,700−21.6% | Reduced |
| River & Mercantile Asset Management LLP | 13,615 | $631.1K | 0.12% | −108−0.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 13,700 | $635.0K | 0.01% | +1,588+13.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,729 | $636.4K | 0.00% | +817+6.3% | Added |
| Cornercap Investment Counsel Inc | 13,980 | $648.0K | 0.11% | +1,360+10.8% | Added |
| Winmill & Co. Inc | 14,000 | $648.9K | 0.21% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 14,061 | $651.7K | 0.00% | −24,203−63.3% | Reduced |
| Pinnacle Associates Ltd | 14,150 | $655.9K | 0.01% | −122−0.9% | Reduced |
| Walleye Trading LLC | 14,329 | $664.1K | 0.01% | −16,858−54.1% | Reduced |
| Creative Planning | 14,410 | $667.9K | 0.00% | −1,079−7.0% | Reduced |
| Mirador Capital Partners LP | 14,439 | $669.2K | 0.14% | +916+6.8% | Added |
| Mirabella Financial Services LLP | 14,643 | $678.7K | 0.10% | −14,071−49.0% | Reduced |
| Metis Global Partners, LLC | 14,762 | $684.2K | 0.03% | +1,583+12.0% | Added |
| HGI Capital Management, LLC | 14,975 | $694.1K | 0.79% | −818−5.2% | Reduced |
| Greenland Capital Management LP | 15,000 | $695.3K | 0.11% | −13,000−46.4% | Reduced |
| Pathstone Holdings, LLC | 15,267 | $709.5K | 0.00% | +15,267 | New |
| DoubleLine ETF Adviser LP | 15,442 | $715.7K | 0.21% | +15,442 | New |
| AlphaStar Capital Management, LLC | 15,839 | $734.1K | 0.07% | −5,893−27.1% | Reduced |
| Azzad Asset Management Inc | 16,034 | $743.2K | 0.09% | +1,343+9.1% | Added |
| Annapolis Financial Services, LLC | 16,071 | $744.9K | 0.19% | +16,071 | New |
| Brevan Howard Capital Management LP | 16,103 | $746.4K | 0.08% | +16,103 | New |
| United Services Automobile Association | 16,404 | $760.3K | 0.02% | +1,255+8.3% | Added |
| SG Americas Securities, LLC | 16,465 | $763.0K | 0.01% | −14,174−46.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,696 | $774.0K | 0.00% | +1,289+8.4% | Added |
| Vestcor Inc | 16,916 | $784.0K | 0.03% | −1,207−6.7% | Reduced |
| Crossmark Global Holdings, Inc. | 16,952 | $785.0K | 0.02% | −329−1.9% | Reduced |
| Versor Investments LP | 17,184 | $796.5K | 0.16% | −26,100−60.3% | Reduced |
| Engineers Gate Manager LP | 17,533 | $812.7K | 0.02% | +5,116+41.2% | Added |
| Maryland State Retirement & Pension System | 17,572 | $814.5K | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 17,900 | $830.0K | 0.00% | +17,900 | New |