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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 863,717 | $40.0M | 2.73% | +863,717 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 881,317 | $40.8M | 0.03% | −328,162−27.1% | Reduced |
| Epoch Investment Partners, Inc. | 958,464 | $44.4M | 0.20% | +343,001+55.7% | Added |
| Bank of America Corp | 995,220 | $46.1M | 0.01% | −156,221−13.6% | Reduced |
| Centersquare Investment Management LLC | 1,127,979 | $52.3M | 0.58% | +1,005,922+824.1% | Added |
| UBS Asset Management Americas Inc | 1,254,785 | $58.2M | 0.02% | −41,620−3.2% | Reduced |
| Russell Investments Group, Ltd. | 1,473,429 | $68.4M | 0.12% | +208,426+16.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 1,554,141 | $72.0M | 1.83% | −45,859−2.9% | Reduced |
| Envestnet Asset Management Inc | 1,650,852 | $76.5M | 0.03% | +370,361+28.9% | Added |
| Goldman Sachs Group Inc | 1,708,284 | $79.2M | 0.02% | −586,467−25.6% | Reduced |
| Wellington Management Group LLP | 1,754,594 | $81.3M | 0.02% | +601,530+52.2% | Added |
| Legal & General Group Plc | 1,777,597 | $82.4M | 0.03% | +86,705+5.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,908,419 | $88.5M | 0.31% | +1,908,419 | New |
| Alliancebernstein L.P. | 2,218,113 | $102.8M | 0.04% | −1,120,327−33.6% | Reduced |
| Northern Trust Corp | 2,484,128 | $115.1M | 0.02% | +91,010+3.8% | Added |
| Bank of New York Mellon Corp | 2,638,790 | $122.3M | 0.02% | +157,541+6.3% | Added |
| Duff & Phelps Investment Management Co | 2,651,564 | $122.9M | 1.48% | −1,655−0.1% | Reduced |
| Morgan Stanley | 2,686,754 | $124.5M | 0.01% | −575,877−17.7% | Reduced |
| Diamond Hill Capital Management Inc | 2,693,866 | $124.9M | 0.55% | −31,111−1.1% | Reduced |
| Massachusetts Financial Services Co | 2,806,196 | $130.1M | 0.04% | +965,006+52.4% | Added |
| Charles Schwab Investment Management Inc | 2,842,440 | $131.7M | 0.03% | +61,964+2.2% | Added |
| Capital Research Global Investors | 2,951,055 | $136.8M | 0.03% | −1,011,716−25.5% | Reduced |
| Deutsche Bank AG | 3,030,731 | $140.5M | 0.07% | −27,462−0.9% | Reduced |
| Cbre Clarion Securities LLC | 3,047,674 | $141.3M | 2.56% | −126,581−4.0% | Reduced |
| Dimensional Fund Advisors LP | 3,230,215 | $149.7M | 0.04% | +22,105+0.7% | Added |
| Truist Financial Corp | 3,516,173 | $163.0M | 0.26% | +445,228+14.5% | Added |
| Allspring Global Investments Holdings, LLC | 3,838,916 | $177.9M | 0.29% | −59,513−1.5% | Reduced |
| Resolution Capital Ltd | 3,964,768 | $183.8M | 3.33% | +1,349,816+51.6% | Added |
| Geode Capital Management, LLC | 4,239,963 | $196.5M | 0.02% | +117,270+2.8% | Added |
| Price T Rowe Associates Inc | 4,482,439 | $207.8M | 0.03% | −178,481−3.8% | Reduced |
| Invesco Ltd. | 5,063,225 | $234.7M | 0.06% | +341,117+7.2% | Added |
| JPMorgan Chase & Co | 6,238,347 | $289.1M | 0.03% | −526,358−7.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 6,281,804 | $291.2M | 0.19% | +264,451+4.4% | Added |
| Norges Bank | 9,596,945 | $444.8M | 0.08% | +2,232,139+30.3% | Added |
| State Street Corp | 12,481,235 | $584.8M | 0.03% | +116,792+0.9% | Added |
| FMR LLC | 14,065,239 | $651.9M | 0.05% | −1,127,029−7.4% | Reduced |
| BlackRock Inc. | 25,929,451 | $1.20B | 0.03% | +252,774+1.0% | Added |
| Vanguard Group Inc | 31,643,151 | $1.47B | 0.03% | −128,543−0.4% | Reduced |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −1,592,931−100.0% | Sold out |
| Uniplan Investment Counsel, Inc. | 0 | $0 | 0.00% | −263,564−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −188,286−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −173,464−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −112,000−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −108,648−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −91,008−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −75,149−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −62,667−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −51,135−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −47,959−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −42,628−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −32,137−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −30,806−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −30,596−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −26,524−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −22,482−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −21,512−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −21,382−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −18,635−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −16,382−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −12,407−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −11,408−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −8,479−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −7,990−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −7,432−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −7,096−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,048−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,608−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −3,594−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −539−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Connacht Asset Management LP | – | – | – | – | Not filed |