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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 6,980 | $323.0K | 0.11% | +731+11.7% | Added |
| Wedbush Securities Inc | 6,910 | $320.0K | 0.01% | +297+4.5% | Added |
| Metropolitan Life Insurance Co | 6,884 | $319.1K | 0.01% | −20−0.3% | Reduced |
| Mutual Advisors, LLC | 6,838 | $316.9K | 0.01% | −366−5.1% | Reduced |
| Profund Advisors LLC | 6,823 | $316.2K | 0.01% | +749+12.3% | Added |
| QRG Capital Management, Inc. | 6,767 | $313.6K | 0.00% | +602+9.8% | Added |
| Fulcrum Equity Management | 6,412 | $297.2K | 0.37% | −2,032−24.1% | Reduced |
| CIBC Asset Management Inc | 6,409 | $297.1K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,335 | $293.6K | 0.02% | +6,335 | New |
| Captrust Financial Advisors | 6,317 | $292.8K | 0.00% | +6,317 | New |
| Advisors Asset Management, Inc. | 6,207 | $287.7K | 0.01% | −1,177−15.9% | Reduced |
| Baird Financial Group, Inc. | 6,182 | $286.5K | 0.00% | −1,328−17.7% | Reduced |
| Fox Run Management, L.L.C. | 6,156 | $285.3K | 0.07% | −15,127−71.1% | Reduced |
| Ossiam | 6,074 | $281.5K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 6,020 | $279.0K | 0.01% | +6,020 | New |
| Advisory Services Network, LLC | 5,995 | $277.9K | 0.01% | −3,798−38.8% | Reduced |
| Legacy Advisors, LLC | 5,823 | $272.9K | 0.04% | +5,823 | New |
| Belpointe Asset Management LLC | 5,830 | $270.3K | 0.02% | −519−8.2% | Reduced |
| Malaga Cove Capital, LLC | 5,805 | $269.1K | 0.11% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 5,651 | $261.9K | 0.01% | +113+2.0% | Added |
| Cetera Investment Advisers | 5,614 | $260.2K | 0.00% | −7−0.1% | Reduced |
| Level Four Advisory Services, LLC | 5,504 | $255.1K | 0.01% | +5,504 | New |
| MAI Capital Management | 5,502 | $255.0K | 0.00% | +5,502 | New |
| Gotham Asset Management, LLC | 5,400 | $250.3K | 0.00% | +5,400 | New |
| Curtis Advisory Group, LLC | 5,334 | $247.2K | 0.11% | 00.0% | Unchanged |
| Renaissance Group LLC | 5,202 | $246.7K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,261 | $243.9K | 0.00% | −2,165−29.2% | Reduced |
| Virtus ETF Advisers LLC | 5,205 | $241.3K | 0.15% | +723+16.1% | Added |
| Kaizen Financial Strategies | 5,048 | $234.0K | 0.18% | +5,048 | New |
| B.O.S.S. Retirement Advisors, LLC | 5,046 | $233.9K | 0.05% | +5,046 | New |
| Greenleaf Trust | 4,949 | $229.4K | 0.00% | +4,949 | New |
| Cary Street Partner Investment Advisory LLC | 4,891 | $226.7K | 0.01% | −870−15.1% | Reduced |
| American Assets Investment Management, LLC | 4,800 | $222.5K | 0.02% | +4,800 | New |
| Nations Financial Group Inc, | 4,753 | $220.3K | 0.02% | +4,753 | New |
| Janney Montgomery Scott LLC | 4,729 | $219.0K | 0.00% | −6,155−56.6% | Reduced |
| Family Wealth Group, LLC | 4,630 | $214.6K | 0.27% | +4,630 | New |
| Foster & Motley Inc | 4,532 | $210.0K | 0.02% | −9,840−68.5% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 4,418 | $204.8K | 0.10% | +4,418 | New |
| Inspire Advisors, LLC | 4,401 | $204.0K | 0.03% | +4,401 | New |
| Lido Advisors, LLC | 4,348 | $203.7K | 0.00% | +4,348 | New |
| KBC Group NV | 4,100 | $190.0K | 0.00% | +365+9.8% | Added |
| IFP Advisors, Inc | 3,621 | $167.8K | 0.01% | +3,481+2,486.4% | Added |
| Assetmark, Inc | 3,370 | $156.2K | 0.00% | +76+2.3% | Added |
| Bessemer Group Inc | 3,220 | $150.0K | 0.00% | −1,894−37.0% | Reduced |
| Ci Investments Inc. | 2,871 | $133.0K | 0.00% | +577+25.2% | Added |
| Cetera Trust Company, N.A | 2,675 | $124.0K | 0.08% | +2,675 | New |
| Exchange Traded Concepts, LLC | 2,643 | $122.5K | 0.00% | −368−12.2% | Reduced |
| Washington Trust Co | 2,500 | $115.9K | 0.00% | −32−1.3% | Reduced |
| Covestor Ltd | 2,359 | $110.0K | 0.08% | +915+63.4% | Added |
| Fifth Third Bancorp | 2,265 | $105.0K | 0.00% | −2,151−48.7% | Reduced |
| Colonial Trust Co | 1,989 | $94.3K | 0.02% | −2,583−56.5% | Reduced |
| Sunbelt Securities, Inc. | 1,904 | $88.3K | 0.01% | −1,199−38.6% | Reduced |
| ZRC Wealth Management, LLC | 2,250 | $85.8K | 0.05% | +2,250 | New |
| Tucker Asset Management LLC | 1,412 | $65.4K | 0.02% | −208−12.8% | Reduced |
| Private Trust Co NA | 1,389 | $64.4K | 0.01% | +898+182.9% | Added |
| Quarry LP | 1,362 | $63.1K | 0.03% | +1,292+1,845.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,248 | $57.8K | 0.00% | −1,932−60.8% | Reduced |
| PSI Advisors, LLC | 1,210 | $56.1K | 0.02% | −2,500−67.4% | Reduced |
| Quadrant Capital Group LLC | 1,158 | $53.7K | 0.00% | −1,150−49.8% | Reduced |
| CWM, LLC | 1,044 | $48.0K | 0.00% | −131−11.1% | Reduced |
| HHM Wealth Advisors, LLC | 1,035 | $48.0K | 0.01% | +359+53.1% | Added |
| Eagle Bay Advisors LLC | 886 | $41.0K | 0.03% | +8+0.9% | Added |
| FinTrust Capital Advisors, LLC | 862 | $40.0K | 0.01% | +68+8.6% | Added |
| National Bank of Canada | 830 | $39.6K | 0.00% | −52,776−98.5% | Reduced |
| Ceredex Value Advisors LLC | 800 | $37.5K | 0.00% | +800 | New |
| Harvest Fund Management Co., Ltd | 805 | $37.0K | 0.01% | −1,239−60.6% | Reduced |
| EntryPoint Capital, LLC | 723 | $33.5K | 0.03% | +723 | New |
| Signaturefd, LLC | 695 | $32.2K | 0.00% | +292+72.5% | Added |
| Wiser Advisor Group LLC | 631 | $29.2K | 0.05% | +631 | New |
| Farther Finance Advisors, LLC | 625 | $29.0K | 0.00% | +151+31.9% | Added |
| GAMMA Investing LLC | 653 | $28.2K | 0.01% | +653 | New |
| GWM Advisors LLC | 524 | $24.3K | 0.00% | −2,365−81.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 524 | $24.3K | 0.00% | −52−9.0% | Reduced |
| Spire Wealth Management | 483 | $21.9K | 0.00% | +300+163.9% | Added |
| Newbridge Financial Services Group, Inc. | 462 | $21.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 458 | $21.2K | 0.00% | −316−40.8% | Reduced |
| JJJ Advisors Inc. | 420 | $19.5K | 0.00% | −210−33.3% | Reduced |
| Bank of New Hampshire | 415 | $19.2K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 400 | $18.5K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 346 | $16.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 419 | $16.0K | 0.00% | +419 | New |
| Lindbrook Capital, LLC | 325 | $15.1K | 0.00% | −43−11.7% | Reduced |
| Huntington National Bank | 323 | $15.0K | 0.00% | −660−67.1% | 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 |
| Parallel Advisors, LLC | 287 | $13.3K | 0.00% | −318−52.6% | Reduced |
| Whittier Trust Co | 236 | $10.9K | 0.00% | −1,015−81.1% | Reduced |
| Central Trust Co | 220 | $10.2K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 212 | $9.83K | 0.00% | 00.0% | Unchanged |
| 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 |
| NBC Securities, Inc. | 181 | $8.00K | 0.00% | −34−15.8% | Reduced |
| Parkside Financial Bank & Trust | 169 | $7.83K | 0.00% | +103+156.1% | Added |
| Natixis | 158 | $7.32K | 0.00% | +158 | New |
| Bell Investment Advisors, Inc | 156 | $7.23K | 0.00% | −25−13.8% | Reduced |
| Red Tortoise LLC | 153 | $7.09K | 0.00% | +115+302.6% | Added |
| Impact Partnership Wealth, LLC | 150 | $6.95K | 0.00% | −6,977−97.9% | Reduced |
| Creative Financial Designs Inc | 140 | $6.49K | 0.00% | +2+1.4% | Added |