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 |
|---|---|---|---|---|---|
| KBC Group NV | 4,574 | $207.0K | 0.00% | +474+11.6% | Added |
| Mercer Global Advisors Inc | 4,605 | $208.0K | 0.00% | +4,605 | New |
| Janney Montgomery Scott LLC | 4,637 | $210.0K | 0.00% | −92−1.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,687 | $211.9K | 0.01% | −204−4.2% | Reduced |
| American Assets Investment Management, LLC | 4,800 | $217.1K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 4,801 | $217.1K | 0.00% | +4,801 | New |
| Systematic Portfolios LLC | 4,807 | $217.4K | 0.75% | +4,807 | New |
| Greenleaf Trust | 4,939 | $223.3K | 0.00% | −10−0.2% | Reduced |
| Advisory Services Network, LLC | 4,974 | $224.9K | 0.00% | −1,021−17.0% | Reduced |
| Kaizen Financial Strategies | 5,071 | $229.3K | 0.16% | +23+0.5% | Added |
| Virtue Capital Management, LLC | 5,231 | $229.5K | 0.04% | +5,231 | New |
| Curtis Advisory Group, LLC | 5,183 | $234.4K | 0.09% | −151−2.8% | Reduced |
| Lindenwold Advisors | 5,273 | $238.4K | 0.13% | +5,273 | New |
| Renaissance Group LLC | 5,325 | $241.8K | 0.01% | +123+2.4% | Added |
| Captrust Financial Advisors | 5,352 | $242.0K | 0.00% | −965−15.3% | Reduced |
| Level Four Advisory Services, LLC | 5,504 | $255.1K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 5,751 | $260.1K | 0.01% | +100+1.8% | Added |
| Kestra Advisory Services, LLC | 5,689 | $260.1K | 0.00% | +5,689 | New |
| Meiji Yasuda Asset Management Co Ltd. | 5,760 | $260.5K | 0.01% | +5,760 | New |
| Belpointe Asset Management LLC | 5,859 | $264.9K | 0.02% | +29+0.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 5,903 | $266.9K | 0.08% | −1,077−15.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,980 | $270.4K | 0.01% | +5,980 | New |
| Nations Financial Group Inc, | 6,393 | $289.1K | 0.02% | +1,640+34.5% | Added |
| CIBC Asset Management Inc | 6,409 | $289.8K | 0.00% | 00.0% | Unchanged |
| Fulcrum Equity Management | 6,484 | $293.2K | 0.35% | +72+1.1% | Added |
| Baird Financial Group, Inc. | 6,617 | $299.2K | 0.00% | +435+7.0% | Added |
| Wedbush Securities Inc | 6,629 | $300.0K | 0.01% | −281−4.1% | Reduced |
| Pearl River Capital, LLC | 6,719 | $303.8K | 0.05% | +6,719 | New |
| Vista Investment Partners LLC | 6,788 | $307.0K | 0.11% | −3,592−34.6% | Reduced |
| Mutual Advisors, LLC | 6,838 | $309.2K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 6,943 | $314.0K | 0.01% | +59+0.9% | Added |
| Yorktown Management & Research Co Inc | 7,100 | $321.1K | 0.31% | 00.0% | Unchanged |
| XML Financial, LLC | 7,143 | $323.0K | 0.03% | +35+0.5% | Added |
| Ibex Wealth Advisors | 8,089 | $326.0K | 0.09% | +8,018+11,293.0% | Added |
| MAI Capital Management | 7,252 | $328.0K | 0.00% | +1,750+31.8% | Added |
| QRG Capital Management, Inc. | 7,632 | $345.1K | 0.00% | +865+12.8% | Added |
| Brevan Howard Capital Management LP | 7,660 | $346.4K | 0.03% | −8,443−52.4% | Reduced |
| Profund Advisors LLC | 7,818 | $353.5K | 0.01% | +995+14.6% | Added |
| Blueshift Asset Management, LLC | 8,447 | $382.0K | 0.20% | +8,447 | New |
| Neuberger Berman Group LLC | 8,467 | $382.9K | 0.00% | +169+2.0% | Added |
| AlphaStar Capital Management, LLC | 8,572 | $387.6K | 0.04% | −7,267−45.9% | Reduced |
| Carmel Capital Partners, LLC | 8,678 | $392.4K | 0.16% | +707+8.9% | Added |
| Integrated Advisors Network LLC | 8,803 | $398.1K | 0.02% | −2,270−20.5% | Reduced |
| Two Sigma Investments, LP | 8,839 | $399.7K | 0.00% | −167,859−95.0% | Reduced |
| Emfo, LLC | 8,930 | $403.8K | 0.37% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 9,167 | $414.5K | 0.00% | +1,188+14.9% | Added |
| Shelton Capital Management | 9,499 | $429.5K | 0.01% | −259−2.7% | Reduced |
| Sit Investment Associates Inc | 9,950 | $450.0K | 0.01% | 00.0% | Unchanged |
| Greenland Capital Management LP | 10,196 | $461.1K | 0.08% | −4,804−32.0% | Reduced |
| Vident Advisory, LLC | 10,199 | $461.2K | 0.01% | +1,621+18.9% | Added |
| Presima Inc. | 10,200 | $461.2K | 0.11% | −22,160−68.5% | Reduced |
| D. E. Shaw & Co., Inc. | 10,498 | $474.7K | 0.00% | +2,179+26.2% | Added |
| Lockheed Martin Investment Management Co | 10,319 | $475.1K | 0.03% | −3,100−23.1% | Reduced |
| Diversify Advisory Services, LLC | 10,589 | $476.8K | 0.03% | +10,589 | New |
| Norinchukin Bank, The | 10,680 | $482.9K | 0.01% | −115−1.1% | Reduced |
| Marshall Wace, LLP | 10,800 | $488.4K | 0.00% | +10,800 | New |
| Donoghue Forlines LLC | 10,876 | $491.8K | 0.14% | −1,675−13.3% | Reduced |
| ProShare Advisors LLC | 10,971 | $496.1K | 0.00% | −857−7.2% | Reduced |
| Cooper Financial Group | 11,225 | $507.6K | 0.08% | +886+8.6% | Added |
| Wesbanco Bank Inc | 11,408 | $515.9K | 0.02% | +11,408 | New |
| Gotham Asset Management, LLC | 11,611 | $525.0K | 0.01% | +6,211+115.0% | Added |
| Twin Tree Management, LP | 11,630 | $525.9K | 0.01% | +11,591+29,720.5% | Added |
| D.A. Davidson & Co. | 11,849 | $535.8K | 0.00% | +692+6.2% | Added |
| Gallacher Capital Management LLC | 11,858 | $536.2K | 0.27% | −9,742−45.1% | Reduced |
| The PNC Financial Services Group, Inc. | 12,154 | $549.6K | 0.00% | +69+0.6% | Added |
| Clearstead Advisors, LLC | 13,216 | $560.0K | 0.03% | +40+0.3% | Added |
| TD Private Client Wealth LLC | 12,642 | $571.7K | 0.02% | +783+6.6% | Added |
| Pinnacle Associates Ltd | 12,853 | $581.2K | 0.01% | −1,297−9.2% | Reduced |
| US Bancorp | 13,075 | $591.3K | 0.00% | −10,559−44.7% | Reduced |
| Mariner, LLC | 13,267 | $600.0K | 0.00% | +340+2.6% | Added |
| Penserra Capital Management LLC | 13,292 | $601.0K | 0.01% | −25−0.2% | Reduced |
| River & Mercantile Asset Management LLP | 13,436 | $607.2K | 0.15% | −179−1.3% | Reduced |
| Winmill & Co. Inc | 14,000 | $633.1K | 0.18% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 14,177 | $641.1K | 0.10% | +197+1.4% | Added |
| Vanderbilt University | 14,237 | $643.8K | 0.13% | +14,237 | New |
| Creative Planning | 14,688 | $664.2K | 0.00% | +278+1.9% | Added |
| Allstate Corp | 14,762 | $667.5K | 0.05% | +14,762 | New |
| Mirador Capital Partners LP | 15,221 | $688.3K | 0.13% | +782+5.4% | Added |
| Arrowstreet Capital, Limited Partnership | 15,440 | $698.0K | 0.00% | +15,440 | New |
| Metis Global Partners, LLC | 15,752 | $712.3K | 0.03% | +990+6.7% | Added |
| JustInvest LLC | 15,795 | $714.2K | 0.02% | +5,841+58.7% | Added |
| Invst, LLC | 15,874 | $714.8K | 0.08% | +15,874 | New |
| Annapolis Financial Services, LLC | 16,071 | $726.7K | 0.24% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16,264 | $735.5K | 0.02% | −21,472−56.9% | Reduced |
| United Services Automobile Association | 16,404 | $741.8K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 16,474 | $744.0K | 0.03% | −1,571−8.7% | Reduced |
| Maryland State Retirement & Pension System | 17,572 | $744.4K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 16,466 | $744.6K | 0.00% | +2,737+19.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,758 | $758.0K | 0.00% | +62+0.4% | Added |
| Azzad Asset Management Inc | 16,909 | $764.6K | 0.09% | +875+5.5% | Added |
| Crossmark Global Holdings, Inc. | 16,916 | $765.0K | 0.01% | −36−0.2% | Reduced |
| Vestcor Inc | 16,916 | $765.0K | 0.03% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 17,147 | $775.4K | 0.20% | +1,705+11.0% | Added |
| O'Shaughnessy Asset Management, LLC | 17,871 | $808.1K | 0.01% | +4,171+30.4% | Added |
| Erste Asset Management GmbH | 18,200 | $826.3K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 18,491 | $836.2K | 0.02% | −450−2.4% | Reduced |
| Edgestream Partners, L.P. | 18,691 | $845.2K | 0.04% | −4,752−20.3% | Reduced |
| Ranger Global Real Estate Advisors, LLC | 74,078 | $852.6K | 0.19% | −75,850−50.6% | Reduced |
| HGI Capital Management, LLC | 19,229 | $869.5K | 0.94% | +4,254+28.4% | Added |
| Ossiam | 19,669 | $889.4K | 0.02% | +13,595+223.8% | Added |