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, Q1 2024
Institutional positions in CubeSmart as of Mar 31, 2024. 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
- 426
- −10 vs. Q4 2023
- Shares held
- 217.1M
- −659.5K (−0.3%) vs. Q4 2023
- Total value
- $9.82B
- −$280.4M (−2.8%) vs. Q4 2023
- New holders
- 50
- 164 more added
- Sold out
- 60
- 139 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1 | $46 | 0.00% | +1 | New |
| Beacon Capital Management, LLC | 6 | $271 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $317 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 11 | $497 | 0.00% | −10−47.6% | Reduced |
| Bruce G. Allen Investments, LLC | 16 | $724 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 16 | $724 | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 16 | $724 | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 19 | $859 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $904 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 20 | $904 | 0.00% | +20 | New |
| Financial Management Professionals, Inc. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 29 | $1.17K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 27 | $1.22K | 0.00% | −123−82.0% | Reduced |
| Loomis Sayles & Co L P | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $2.00K | 0.00% | +10+25.0% | Added |
| Continuum Advisory, LLC | 50 | $2.12K | 0.00% | +50 | New |
| SRS Capital Advisors, Inc. | 48 | $2.19K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 49 | $2.29K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 51 | $2.31K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $2.31K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 53 | $2.40K | 0.00% | +13+32.5% | Added |
| Whittier Trust Co of Nevada Inc | 61 | $2.76K | 0.00% | +2+3.4% | Added |
| First Horizon Advisors, Inc. | 63 | $2.85K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 63 | $2.85K | 0.00% | +63 | New |
| Capital Advisors, Ltd. LLC | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 80 | $3.62K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $4.52K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 106 | $4.79K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 114 | $5.15K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 116 | $5.25K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 120 | $5.43K | 0.00% | +13+12.1% | Added |
| Creative Financial Designs Inc | 140 | $6.32K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 145 | $6.56K | 0.00% | +145 | New |
| Red Tortoise LLC | 153 | $6.92K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 156 | $7.05K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 165 | $7.46K | 0.00% | −158−48.9% | Reduced |
| Walleye Trading LLC | 169 | $7.64K | 0.00% | −14,160−98.8% | Reduced |
| Parkside Financial Bank & Trust | 169 | $7.64K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 189 | $8.00K | 0.00% | +8+4.4% | Added |
| GWM Advisors LLC | 191 | $8.64K | 0.00% | −333−63.5% | Reduced |
| Ancora Advisors, LLC | 200 | $9.04K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $9.04K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $9.04K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 212 | $9.59K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 220 | $9.95K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 227 | $10.3K | 0.00% | +217+2,170.0% | Added |
| Whittier Trust Co | 236 | $10.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 282 | $12.7K | 0.00% | −343−54.9% | Reduced |
| South State Corp. | 300 | $13.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $13.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 300 | $13.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 320 | $14.5K | 0.01% | +320 | New |
| Kelly Financial Services LLC | 322 | $14.6K | 0.01% | +196+155.6% | Added |
| Lindbrook Capital, LLC | 347 | $15.7K | 0.00% | +22+6.8% | Added |
| Centerpoint Advisors, LLC | 346 | $16.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 387 | $17.5K | 0.01% | −975−71.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 400 | $18.1K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 415 | $18.8K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 420 | $19.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 458 | $20.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 472 | $21.6K | 0.00% | +472 | New |
| Spire Wealth Management | 483 | $21.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 549 | $24.8K | 0.00% | +25+4.8% | Added |
| Mather Group, LLC. | 556 | $25.8K | 0.00% | +556 | New |
| Rise Advisors, LLC | 574 | $26.0K | 0.01% | +574 | New |
| Proequities, Inc. | 580 | $26.5K | 0.00% | +448+339.4% | Added |
| Wiser Advisor Group LLC | 637 | $28.8K | 0.05% | +6+1.0% | Added |
| GAMMA Investing LLC | 644 | $29.1K | 0.01% | −9−1.4% | Reduced |
| Parallel Advisors, LLC | 674 | $30.5K | 0.00% | +387+134.8% | Added |
| Signaturefd, LLC | 700 | $31.7K | 0.00% | +5+0.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 765 | $34.6K | 0.00% | +765 | New |
| National Bank of Canada | 846 | $36.1K | 0.00% | +16+1.9% | Added |
| FinTrust Capital Advisors, LLC | 825 | $37.3K | 0.01% | −37−4.3% | Reduced |
| Eagle Bay Advisors LLC | 893 | $40.8K | 0.03% | +7+0.8% | Added |
| Larson Financial Group LLC | 1,000 | $45.2K | 0.00% | +1,000 | New |
| HHM Wealth Advisors, LLC | 1,035 | $46.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,066 | $48.2K | 0.00% | −182−14.6% | Reduced |
| CIBC Private Wealth Group, LLC | 1,105 | $49.8K | 0.00% | +1,105 | New |
| CWM, LLC | 1,162 | $53.0K | 0.00% | +118+11.3% | Added |
| PSI Advisors, LLC | 1,210 | $54.7K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,240 | $56.1K | 0.00% | +1,240 | New |
| Quadrant Capital Group LLC | 1,242 | $56.2K | 0.00% | +84+7.3% | Added |
| Tucker Asset Management LLC | 1,412 | $63.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,523 | $68.9K | 0.01% | +134+9.6% | Added |
| Sunbelt Securities, Inc. | 1,873 | $84.7K | 0.01% | −31−1.6% | Reduced |
| Harvest Fund Management Co., Ltd | 1,943 | $88.0K | 0.01% | +1,138+141.4% | Added |
| Fifth Third Bancorp | 2,114 | $95.6K | 0.00% | −151−6.7% | Reduced |
| ZRC Wealth Management, LLC | 2,250 | $101.7K | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 2,500 | $113.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,627 | $118.8K | 0.00% | −16−0.6% | Reduced |
| Covestor Ltd | 2,637 | $119.0K | 0.08% | +278+11.8% | Added |
| Bessemer Group Inc | 3,220 | $145.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3,352 | $151.6K | 0.00% | −18−0.5% | Reduced |
| Harbor Capital Advisors, Inc. | 3,703 | $167.0K | 0.02% | +3,703 | New |
| Ci Investments Inc. | 3,937 | $178.0K | 0.00% | +1,066+37.1% | Added |
| Virtus ETF Advisers LLC | 3,954 | $178.8K | 0.09% | −1,251−24.0% | Reduced |
| IFP Advisors, Inc | 4,002 | $180.9K | 0.01% | +381+10.5% | Added |
| Advisors Asset Management, Inc. | 4,219 | $190.8K | 0.00% | −1,988−32.0% | Reduced |
| Colonial Trust Co | 4,289 | $194.7K | 0.04% | +2,300+115.6% | Added |
| Inspire Advisors, LLC | 4,575 | $206.9K | 0.03% | +174+4.0% | Added |