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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 18,045 | $836.0K | 0.04% | −1,683−8.5% | Reduced |
| Erste Asset Management GmbH | 18,200 | $863.2K | 0.01% | 00.0% | Unchanged |
| American Assets Capital Advisers, LLC | 18,655 | $864.7K | 0.24% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 18,941 | $877.9K | 0.02% | −100−0.5% | Reduced |
| Jump Financial, LLC | 19,300 | $894.6K | 0.03% | −29,581−60.5% | Reduced |
| Ontario Teachers Pension Plan Board | 20,448 | $947.8K | 0.01% | +4,780+30.5% | Added |
| Illinois Municipal Retirement Fund | 20,823 | $965.0K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 20,812 | $965.0K | 0.00% | +111+0.5% | Added |
| Toronto Dominion Bank | 21,434 | $993.5K | 0.00% | −3,197−13.0% | Reduced |
| Spirit of America Management Corp | 21,450 | $994.2K | 0.22% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 21,600 | $1.00M | 0.56% | +2,928+15.7% | Added |
| Panagora Asset Management Inc | 21,673 | $1.00M | 0.01% | +15,173+233.4% | Added |
| Principal Securities, Inc. | 21,881 | $1.01M | 0.04% | +21,881 | New |
| Federation des caisses Desjardins du Quebec | 22,057 | $1.02M | 0.01% | −5,600−20.2% | Reduced |
| Bayesian Capital Management, LP | 22,100 | $1.02M | 0.11% | +22,100 | New |
| Edgestream Partners, L.P. | 23,443 | $1.09M | 0.08% | +23,443 | New |
| Oak Thistle LLC | 23,626 | $1.10M | 0.31% | +5,725+32.0% | Added |
| US Bancorp | 23,634 | $1.10M | 0.00% | −1,998−7.8% | Reduced |
| CoreCap Advisors, LLC | 24,296 | $1.13M | 0.07% | +2,860+13.3% | Added |
| Algert Global LLC | 24,330 | $1.13M | 0.05% | +15,970+191.0% | Added |
| Pensionmark Financial Group, LLC | 24,450 | $1.13M | 0.15% | +24,450 | New |
| Naples Global Advisors, LLC | 24,275 | $1.14M | 0.13% | +4,865+25.1% | Added |
| New York Life Investment Management LLC | 25,468 | $1.18M | 0.01% | +25,468 | New |
| Handelsinvest Investeringsforvaltning | 26,082 | $1.21M | 0.49% | +26,082 | New |
| Empire Life Investments Inc. | 26,459 | $1.23M | 0.08% | +513+2.0% | Added |
| Susquehanna International Group, LLP | 27,107 | $1.26M | 0.00% | +10,860+66.8% | Added |
| Pensionfund Sabic | 27,700 | $1.28M | 0.40% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 27,751 | $1.29M | 0.01% | +956+3.6% | Added |
| Xponance, Inc. | 28,122 | $1.30M | 0.02% | +211+0.8% | Added |
| M&T Bank Corp | 28,376 | $1.31M | 0.00% | −469−1.6% | Reduced |
| Decatur Capital Management, Inc. | 29,382 | $1.36M | 0.82% | +637+2.2% | Added |
| Lecap Asset Management Ltd | 29,548 | $1.37M | 0.50% | +29,548 | New |
| HighTower Advisors, LLC | 32,274 | $1.49M | 0.00% | +822+2.6% | Added |
| Pictet & Cie (Europe) SA | 32,248 | $1.49M | 0.04% | −337−1.0% | Reduced |
| Presima Inc. | 32,360 | $1.50M | 0.34% | −540−1.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 32,450 | $1.50M | 0.27% | +150+0.5% | Added |
| Pallas Capital Advisors LLC | 32,885 | $1.52M | 0.08% | −21,865−39.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 33,168 | $1.54M | 0.15% | +7,734+30.4% | Added |
| Moran Wealth Management, LLC | 33,954 | $1.57M | 0.06% | −2,173−6.0% | Reduced |
| Coldstream Capital Management Inc | 34,500 | $1.60M | 0.04% | +266+0.8% | Added |
| AE Wealth Management LLC | 36,891 | $1.65M | 0.01% | −1,415−3.7% | Reduced |
| CIBC World Markets Inc. | 35,700 | $1.66M | 0.00% | −946−2.6% | Reduced |
| LRT Capital Management, LLC | 36,590 | $1.70M | 1.60% | +18,170+98.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 36,606 | $1.70M | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 37,736 | $1.75M | 0.02% | +21,066+126.4% | Added |
| Federated Hermes, Inc. | 37,918 | $1.76M | 0.00% | +5,448+16.8% | Added |
| Utah Retirement Systems | 38,608 | $1.79M | 0.02% | +200+0.5% | Added |
| Point72 Middle East FZE | 38,949 | $1.81M | 0.13% | +38,949 | New |
| Lake Street Financial LLC | 39,785 | $1.84M | 0.29% | +856+2.2% | Added |
| Standard Life Aberdeen plc | 42,920 | $1.99M | 0.00% | −4,245−9.0% | Reduced |
| Mackenzie Financial Corp | 43,437 | $2.01M | 0.00% | +37,452+625.8% | Added |
| True North Advisors, LLC | 44,978 | $2.08M | 0.54% | −903−2.0% | Reduced |
| Boothbay Fund Management, LLC | 45,519 | $2.11M | 0.08% | +717+1.6% | Added |
| New Mexico Educational Retirement Board | 45,900 | $2.13M | 0.08% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 49,649 | $2.30M | 0.08% | −770−1.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 50,026 | $2.32M | 0.06% | +168+0.3% | Added |
| Brinker Capital Investments, LLC | 50,101 | $2.33M | 0.03% | −7,798−13.5% | Reduced |
| Orion Portfolio Solutions, LLC | 50,101 | $2.33M | 0.03% | −7,798−13.5% | Reduced |
| PEAK6 Investments LLC | 50,846 | $2.36M | 0.10% | +49,675+4,242.1% | Added |
| State of Tennessee, Treasury Department | 53,700 | $2.49M | 0.01% | +53,700 | New |
| State of Michigan Retirement System | 53,900 | $2.50M | 0.01% | +200+0.4% | Added |
| Syntax Research, Inc. | 54,383 | $2.52M | 2.11% | +5,348+10.9% | Added |
| Pictet Asset Management Holding SA | 58,157 | $2.70M | 0.00% | +546+0.9% | Added |
| Bokf, NA | 61,226 | $2.84M | 0.06% | +125+0.2% | Added |
| American Century Companies Inc | 62,450 | $2.89M | 0.00% | +2,017+3.3% | Added |
| Arizona State Retirement System | 62,844 | $2.91M | 0.02% | −1,129−1.8% | Reduced |
| Louisiana State Employees Retirement System | 63,200 | $2.93M | 0.06% | −500−0.8% | Reduced |
| Oregon Public Employees Retirement Fund | 63,323 | $2.94M | 0.05% | +200+0.3% | Added |
| Pensionfund DSM Netherlands | 63,800 | $2.96M | 1.78% | +3,000+4.9% | Added |
| UniSuper Management Pty Ltd | 63,900 | $2.96M | 0.03% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 66,240 | $3.07M | 0.28% | +18,422+38.5% | Added |
| Bank of Montreal | 64,837 | $3.08M | 0.00% | −20,739−24.2% | Reduced |
| Toroso Investments, LLC | 67,375 | $3.12M | 0.07% | +67,375 | New |
| Handelsbanken Fonder AB | 67,834 | $3.14M | 0.02% | +15,500+29.6% | Added |
| Daiwa Securities Group Inc. | 68,041 | $3.15M | 0.02% | −3,767−5.2% | Reduced |
| Jane Street Group, LLC | 68,396 | $3.17M | 0.00% | −20,134−22.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 69,700 | $3.23M | 0.07% | +69,700 | New |
| Verition Fund Management LLC | 71,971 | $3.34M | 0.03% | +63,774+778.0% | Added |
| Davis Selected Advisers | 72,040 | $3.34M | 0.02% | −25,330−26.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 72,300 | $3.35M | 0.03% | −3,600−4.7% | Reduced |
| Navellier & Associates Inc | 72,714 | $3.37M | 0.50% | −1,493−2.0% | Reduced |
| HRT Financial LP | 72,900 | $3.38M | 0.02% | +72,900 | New |
| WCM Investment Management, LLC | 72,182 | $3.42M | 0.01% | +8,530+13.4% | Added |
| CIBC World Markets Corp | 74,968 | $3.47M | 0.02% | +74,968 | New |
| Advisor Group Holdings, Inc. | 76,252 | $3.54M | 0.01% | −5,233−6.4% | Reduced |
| Voya Investment Management LLC | 76,678 | $3.55M | 0.00% | −83,820−52.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 79,071 | $3.66M | 0.05% | +8,530+12.1% | Added |
| Cubist Systematic Strategies, LLC | 79,364 | $3.68M | 0.05% | −6,385−7.4% | Reduced |
| Albion Financial Group | 79,508 | $3.69M | 0.30% | +254+0.3% | Added |
| Natixis Advisors, L.P. | 79,993 | $3.71M | 0.01% | +20,729+35.0% | Added |
| South Dakota Investment Council | 83,213 | $3.86M | 0.08% | 00.0% | Unchanged |
| Van Eck Associates Corp | 84,635 | $3.92M | 0.01% | +10,671+14.4% | Added |
| Teacher Retirement System of Texas | 87,356 | $4.05M | 0.03% | −66,214−43.1% | Reduced |
| LPL Financial LLC | 87,875 | $4.07M | 0.00% | +4,966+6.0% | Added |
| Squarepoint Ops LLC | 90,026 | $4.17M | 0.02% | −87,173−49.2% | Reduced |
| Trillium Asset Management, LLC | 90,195 | $4.18M | 0.11% | +90,195 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 90,269 | $4.18M | 0.03% | +44,745+98.3% | Added |
| Citigroup Inc | 90,381 | $4.19M | 0.01% | −13,669−13.1% | Reduced |
| Nisa Investment Advisors, LLC | 90,481 | $4.19M | 0.03% | −2,970−3.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 93,367 | $4.33M | 0.07% | +9,204+10.9% | Added |