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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 33,168 | $1.54M | 0.15% | +7,734+30.4% | Added |
| Pallas Capital Advisors LLC | 32,885 | $1.52M | 0.08% | −21,865−39.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 32,450 | $1.50M | 0.27% | +150+0.5% | Added |
| Presima Inc. | 32,360 | $1.50M | 0.34% | −540−1.6% | Reduced |
| Pictet & Cie (Europe) SA | 32,248 | $1.49M | 0.04% | −337−1.0% | Reduced |
| HighTower Advisors, LLC | 32,274 | $1.49M | 0.00% | +822+2.6% | Added |
| Lecap Asset Management Ltd | 29,548 | $1.37M | 0.50% | +29,548 | New |
| Decatur Capital Management, Inc. | 29,382 | $1.36M | 0.82% | +637+2.2% | Added |
| M&T Bank Corp | 28,376 | $1.31M | 0.00% | −469−1.6% | Reduced |
| Xponance, Inc. | 28,122 | $1.30M | 0.02% | +211+0.8% | Added |
| Nissay Asset Management Corp | 27,751 | $1.29M | 0.01% | +956+3.6% | Added |
| Pensionfund Sabic | 27,700 | $1.28M | 0.40% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 27,107 | $1.26M | 0.00% | +10,860+66.8% | Added |
| Empire Life Investments Inc. | 26,459 | $1.23M | 0.08% | +513+2.0% | Added |
| Handelsinvest Investeringsforvaltning | 26,082 | $1.21M | 0.49% | +26,082 | New |
| New York Life Investment Management LLC | 25,468 | $1.18M | 0.01% | +25,468 | New |
| Naples Global Advisors, LLC | 24,275 | $1.14M | 0.13% | +4,865+25.1% | Added |
| Pensionmark Financial Group, LLC | 24,450 | $1.13M | 0.15% | +24,450 | New |
| Algert Global LLC | 24,330 | $1.13M | 0.05% | +15,970+191.0% | Added |
| CoreCap Advisors, LLC | 24,296 | $1.13M | 0.07% | +2,860+13.3% | Added |
| US Bancorp | 23,634 | $1.10M | 0.00% | −1,998−7.8% | Reduced |
| Oak Thistle LLC | 23,626 | $1.10M | 0.31% | +5,725+32.0% | Added |
| Edgestream Partners, L.P. | 23,443 | $1.09M | 0.08% | +23,443 | New |
| Bayesian Capital Management, LP | 22,100 | $1.02M | 0.11% | +22,100 | New |
| Federation des caisses Desjardins du Quebec | 22,057 | $1.02M | 0.01% | −5,600−20.2% | Reduced |
| Principal Securities, Inc. | 21,881 | $1.01M | 0.04% | +21,881 | New |
| Panagora Asset Management Inc | 21,673 | $1.00M | 0.01% | +15,173+233.4% | Added |
| Gallacher Capital Management LLC | 21,600 | $1.00M | 0.56% | +2,928+15.7% | Added |
| Spirit of America Management Corp | 21,450 | $994.2K | 0.22% | 00.0% | Unchanged |
| Toronto Dominion Bank | 21,434 | $993.5K | 0.00% | −3,197−13.0% | Reduced |
| 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 |
| Ontario Teachers Pension Plan Board | 20,448 | $947.8K | 0.01% | +4,780+30.5% | Added |
| Jump Financial, LLC | 19,300 | $894.6K | 0.03% | −29,581−60.5% | Reduced |
| Securian Asset Management, Inc | 18,941 | $877.9K | 0.02% | −100−0.5% | Reduced |
| American Assets Capital Advisers, LLC | 18,655 | $864.7K | 0.24% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 18,200 | $863.2K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 18,045 | $836.0K | 0.04% | −1,683−8.5% | Reduced |
| Renaissance Technologies LLC | 17,900 | $830.0K | 0.00% | +17,900 | New |
| Maryland State Retirement & Pension System | 17,572 | $814.5K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 17,533 | $812.7K | 0.02% | +5,116+41.2% | Added |
| Versor Investments LP | 17,184 | $796.5K | 0.16% | −26,100−60.3% | Reduced |
| Crossmark Global Holdings, Inc. | 16,952 | $785.0K | 0.02% | −329−1.9% | Reduced |
| Vestcor Inc | 16,916 | $784.0K | 0.03% | −1,207−6.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,696 | $774.0K | 0.00% | +1,289+8.4% | Added |
| SG Americas Securities, LLC | 16,465 | $763.0K | 0.01% | −14,174−46.3% | Reduced |
| United Services Automobile Association | 16,404 | $760.3K | 0.02% | +1,255+8.3% | Added |
| Brevan Howard Capital Management LP | 16,103 | $746.4K | 0.08% | +16,103 | New |
| Annapolis Financial Services, LLC | 16,071 | $744.9K | 0.19% | +16,071 | New |
| Azzad Asset Management Inc | 16,034 | $743.2K | 0.09% | +1,343+9.1% | Added |
| AlphaStar Capital Management, LLC | 15,839 | $734.1K | 0.07% | −5,893−27.1% | Reduced |
| DoubleLine ETF Adviser LP | 15,442 | $715.7K | 0.21% | +15,442 | New |
| Pathstone Holdings, LLC | 15,267 | $709.5K | 0.00% | +15,267 | New |
| Greenland Capital Management LP | 15,000 | $695.3K | 0.11% | −13,000−46.4% | Reduced |
| HGI Capital Management, LLC | 14,975 | $694.1K | 0.79% | −818−5.2% | Reduced |
| Metis Global Partners, LLC | 14,762 | $684.2K | 0.03% | +1,583+12.0% | Added |
| Mirabella Financial Services LLP | 14,643 | $678.7K | 0.10% | −14,071−49.0% | Reduced |
| Mirador Capital Partners LP | 14,439 | $669.2K | 0.14% | +916+6.8% | Added |
| Creative Planning | 14,410 | $667.9K | 0.00% | −1,079−7.0% | Reduced |
| Walleye Trading LLC | 14,329 | $664.1K | 0.01% | −16,858−54.1% | Reduced |
| Pinnacle Associates Ltd | 14,150 | $655.9K | 0.01% | −122−0.9% | Reduced |
| Bridgewater Associates, LP | 14,061 | $651.7K | 0.00% | −24,203−63.3% | Reduced |
| Winmill & Co. Inc | 14,000 | $648.9K | 0.21% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 13,980 | $648.0K | 0.11% | +1,360+10.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,729 | $636.4K | 0.00% | +817+6.3% | Added |
| O'Shaughnessy Asset Management, LLC | 13,700 | $635.0K | 0.01% | +1,588+13.1% | Added |
| River & Mercantile Asset Management LLP | 13,615 | $631.1K | 0.12% | −108−0.8% | Reduced |
| Lockheed Martin Investment Management Co | 13,419 | $627.3K | 0.04% | −3,700−21.6% | Reduced |
| Cetera Advisor Networks LLC | 13,334 | $618.1K | 0.00% | −2,180−14.1% | Reduced |
| Penserra Capital Management LLC | 13,317 | $617.0K | 0.01% | +2,333+21.2% | Added |
| Clearstead Advisors, LLC | 13,176 | $610.7K | 0.03% | +13,113+20,814.3% | Added |
| Mariner, LLC | 12,927 | $599.2K | 0.00% | −2,710−17.3% | Reduced |
| Adelante Capital Management LLC | 12,789 | $593.0K | 0.04% | −334,068−96.3% | Reduced |
| Quantinno Capital Management LP | 12,550 | $582.0K | 0.02% | −8,788−41.2% | Reduced |
| Donoghue Forlines LLC | 12,551 | $581.7K | 0.18% | +1,368+12.2% | Added |
| Dynamic Technology Lab Private Ltd | 12,113 | $561.0K | 0.06% | −1,448−10.7% | Reduced |
| The PNC Financial Services Group, Inc. | 12,085 | $560.1K | 0.00% | −1,509−11.1% | Reduced |
| TD Private Client Wealth LLC | 11,859 | $549.7K | 0.02% | −1,147−8.8% | Reduced |
| ProShare Advisors LLC | 11,828 | $548.2K | 0.00% | −313−2.6% | Reduced |
| D.A. Davidson & Co. | 11,157 | $517.1K | 0.01% | −2,547−18.6% | Reduced |
| Integrated Advisors Network LLC | 11,073 | $513.2K | 0.03% | −61,438−84.7% | Reduced |
| DFPG Investments, LLC | 11,052 | $511.5K | 0.04% | −108−1.0% | Reduced |
| Entropy Technologies, LP | 10,953 | $507.7K | 0.09% | +10,953 | New |
| Norinchukin Bank, The | 10,795 | $500.3K | 0.01% | −437−3.9% | Reduced |
| Vista Investment Partners LLC | 10,380 | $481.1K | 0.18% | +10,380 | New |
| Cooper Financial Group | 10,339 | $479.2K | 0.09% | +1,118+12.1% | Added |
| JustInvest LLC | 9,954 | $461.4K | 0.01% | −6,763−40.5% | Reduced |
| Sit Investment Associates Inc | 9,950 | $461.0K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 9,758 | $452.3K | 0.01% | −653−6.3% | Reduced |
| Emfo, LLC | 8,930 | $413.9K | 0.39% | 00.0% | Unchanged |
| IFG Advisory, LLC | 8,662 | $401.5K | 0.03% | +372+4.5% | Added |
| Vident Advisory, LLC | 8,578 | $397.6K | 0.01% | −247−2.8% | Reduced |
| D. E. Shaw & Co., Inc. | 8,319 | $385.6K | 0.00% | +8,319 | New |
| Neuberger Berman Group LLC | 8,298 | $384.6K | 0.00% | −2,440−22.7% | Reduced |
| Harbour Capital Advisors, LLC | 8,125 | $376.0K | 0.10% | −175−2.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,979 | $369.8K | 0.00% | +786+10.9% | Added |
| Carmel Capital Partners, LLC | 7,971 | $369.5K | 0.19% | +1,578+24.7% | Added |
| XML Financial, LLC | 7,108 | $329.4K | 0.03% | −483−6.4% | Reduced |
| Yorktown Management & Research Co Inc | 7,100 | $329.1K | 0.34% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 6,983 | $323.7K | 0.01% | −1,017−12.7% | Reduced |