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 |
|---|---|---|---|---|---|
| Handelsinvest Investeringsforvaltning | 20,671 | $935.0K | 0.45% | −5,411−20.7% | Reduced |
| LRT Capital Management, LLC | 20,712 | $936.6K | 0.84% | −15,878−43.4% | Reduced |
| Illinois Municipal Retirement Fund | 20,823 | $942.0K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 21,450 | $970.0K | 0.20% | 00.0% | Unchanged |
| MML Investors Services, LLC | 21,574 | $976.0K | 0.00% | +762+3.7% | Added |
| Principal Securities, Inc. | 22,012 | $995.4K | 0.03% | +131+0.6% | Added |
| Simplex Trading, LLC | 22,197 | $1.00M | 0.03% | +22,197 | New |
| Cetera Investment Advisers | 22,197 | $1.00M | 0.00% | +16,583+295.4% | Added |
| Caption Management, LLC | 22,500 | $1.02M | 0.11% | +22,500 | New |
| Federation des caisses Desjardins du Quebec | 22,057 | $1.02M | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 22,986 | $1.04M | 0.01% | +22,986 | New |
| Pensionmark Financial Group, LLC | 6,850 | $1.05M | 0.15% | −17,600−72.0% | Reduced |
| Algert Global LLC | 24,330 | $1.10M | 0.04% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 24,806 | $1.12M | 0.01% | −662−2.6% | Reduced |
| Naples Global Advisors, LLC | 24,735 | $1.13M | 0.12% | +460+1.9% | Added |
| Empire Life Investments Inc. | 26,459 | $1.20M | 0.07% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 27,023 | $1.22M | 0.00% | +27,023 | New |
| M&T Bank Corp | 27,944 | $1.26M | 0.00% | −432−1.5% | Reduced |
| Xponance, Inc. | 27,971 | $1.26M | 0.01% | −151−0.5% | Reduced |
| Nissay Asset Management Corp | 28,485 | $1.29M | 0.01% | +734+2.6% | Added |
| Mount Yale Investment Advisors, LLC | 28,754 | $1.30M | 0.10% | −4,414−13.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 29,000 | $1.31M | 0.00% | +29,000 | New |
| Decatur Capital Management, Inc. | 29,094 | $1.32M | 0.72% | −288−1.0% | Reduced |
| Jane Street Group, LLC | 31,380 | $1.42M | 0.00% | −37,016−54.1% | Reduced |
| HighTower Advisors, LLC | 32,399 | $1.46M | 0.00% | +125+0.4% | Added |
| Moran Wealth Management, LLC | 32,633 | $1.48M | 0.05% | −1,321−3.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 32,665 | $1.48M | 0.24% | +215+0.7% | Added |
| Eisler Capital (UK) Ltd. | 32,916 | $1.49M | 0.18% | +32,916 | New |
| Entropy Technologies, LP | 33,107 | $1.50M | 0.16% | +22,154+202.3% | Added |
| Federated Hermes, Inc. | 33,207 | $1.50M | 0.00% | −4,711−12.4% | Reduced |
| Quest Partners LLC | 33,556 | $1.52M | 0.26% | +33,556 | New |
| Pensionfund Sabic | 34,700 | $1.57M | 0.47% | +7,000+25.3% | Added |
| Qube Research & Technologies Ltd | 35,480 | $1.60M | 0.00% | +35,480 | New |
| Pallas Capital Advisors LLC | 35,600 | $1.61M | 0.07% | +2,715+8.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 38,168 | $1.73M | 0.02% | +1,562+4.3% | Added |
| Utah Retirement Systems | 38,608 | $1.75M | 0.02% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 40,980 | $1.85M | 0.00% | −1,940−4.5% | Reduced |
| PEAK6 Investments LLC | 41,099 | $1.86M | 0.09% | −9,747−19.2% | Reduced |
| Coldstream Capital Management Inc | 41,726 | $1.89M | 0.05% | +7,226+20.9% | Added |
| Lecap Asset Management Ltd | 44,455 | $2.01M | 0.42% | +14,907+50.5% | Added |
| Lake Street Financial LLC | 44,503 | $2.01M | 0.28% | +4,718+11.9% | Added |
| Danske Bank A/S | 45,629 | $2.06M | 0.01% | +45,629 | New |
| Schonfeld Strategic Advisors LLC | 45,790 | $2.07M | 0.02% | +45,790 | New |
| New Mexico Educational Retirement Board | 45,900 | $2.08M | 0.07% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 47,388 | $2.14M | 0.02% | −2,713−5.4% | Reduced |
| Orion Portfolio Solutions, LLC | 47,388 | $2.14M | 0.02% | −2,713−5.4% | Reduced |
| Quantinno Capital Management LP | 47,716 | $2.16M | 0.05% | +35,166+280.2% | Added |
| Boothbay Fund Management, LLC | 48,977 | $2.21M | 0.07% | +3,458+7.6% | Added |
| Advisor Group Holdings, Inc. | 49,055 | $2.22M | 0.00% | −27,197−35.7% | Reduced |
| Ameritas Investment Partners, Inc. | 49,649 | $2.25M | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 50,154 | $2.27M | 0.06% | +128+0.3% | Added |
| Campbell & CO Investment Adviser LLC | 51,077 | $2.31M | 0.20% | −15,163−22.9% | Reduced |
| Teacher Retirement System of Texas | 52,137 | $2.36M | 0.02% | −35,219−40.3% | Reduced |
| UBS Oconnor LLC | 52,575 | $2.38M | 0.07% | +52,575 | New |
| State of Michigan Retirement System | 55,200 | $2.50M | 0.01% | +1,300+2.4% | Added |
| Oregon Public Employees Retirement Fund | 55,528 | $2.51M | 0.05% | −7,795−12.3% | Reduced |
| Handelsbanken Fonder AB | 56,434 | $2.55M | 0.01% | −11,400−16.8% | Reduced |
| Arizona State Retirement System | 61,797 | $2.79M | 0.02% | −1,047−1.7% | Reduced |
| Bank of Montreal | 62,055 | $2.83M | 0.00% | −2,782−4.3% | Reduced |
| Bokf, NA | 64,008 | $2.88M | 0.05% | +2,782+4.5% | Added |
| Syntax Research, Inc. | 64,244 | $2.91M | 2.22% | +9,861+18.1% | Added |
| UniSuper Management Pty Ltd | 64,400 | $2.91M | 0.03% | +500+0.8% | Added |
| Louisiana State Employees Retirement System | 64,700 | $2.93M | 0.06% | +1,500+2.4% | Added |
| Pictet Asset Management Holding SA | 64,879 | $2.93M | 0.00% | +6,722+11.6% | Added |
| CoreCap Advisors, LLC | 65,879 | $2.98M | 0.16% | +41,583+171.2% | Added |
| Navellier & Associates Inc | 68,517 | $3.10M | 0.38% | −4,197−5.8% | Reduced |
| CIBC World Markets Corp | 70,047 | $3.17M | 0.02% | −4,921−6.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 70,771 | $3.20M | 0.04% | −8,300−10.5% | Reduced |
| Pensionfund DSM Netherlands | 70,800 | $3.20M | 1.71% | +7,000+11.0% | Added |
| WCM Investment Management, LLC | 72,182 | $3.26M | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 72,300 | $3.27M | 0.03% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 72,381 | $3.28M | 0.02% | +57,114+374.1% | Added |
| Daiwa Securities Group Inc. | 72,964 | $3.30M | 0.02% | +4,923+7.2% | Added |
| Aew Capital Management L P | 73,932 | $3.34M | 0.16% | −24,740−25.1% | Reduced |
| Natixis Advisors, L.P. | 74,370 | $3.36M | 0.01% | −5,623−7.0% | Reduced |
| Thrivent Financial for Lutherans | 74,512 | $3.37M | 0.01% | −191,480−72.0% | Reduced |
| Voya Investment Management LLC | 75,213 | $3.40M | 0.00% | −1,465−1.9% | Reduced |
| Employees Retirement System of Texas | 77,000 | $3.48M | 0.04% | +77,000 | New |
| Ensign Peak Advisors, Inc | 81,017 | $3.66M | 0.01% | −29,518−26.7% | Reduced |
| SG Americas Securities, LLC | 81,100 | $3.67M | 0.02% | +64,635+392.6% | Added |
| Albion Financial Group | 81,528 | $3.69M | 0.28% | +2,020+2.5% | Added |
| LPL Financial LLC | 85,546 | $3.87M | 0.00% | −2,329−2.7% | Reduced |
| Holocene Advisors, LP | 87,051 | $3.94M | 0.01% | −18,881−17.8% | Reduced |
| Van Eck Associates Corp | 87,128 | $3.94M | 0.01% | +2,493+2.9% | Added |
| Resona Asset Management Co.,Ltd. | 88,154 | $3.99M | 0.02% | +88,154 | New |
| SYSTM Wealth Solutions LLC | 88,125 | $4.01M | 0.51% | −8,624−8.9% | Reduced |
| Toroso Investments, LLC | 89,342 | $4.04M | 0.07% | +21,967+32.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 89,363 | $4.04M | 0.03% | −906−1.0% | Reduced |
| American Assets Capital Advisers, LLC | 92,242 | $4.17M | 1.19% | +73,587+394.5% | Added |
| Prospector Partners LLC | 93,340 | $4.22M | 0.49% | +93,340 | New |
| Trillium Asset Management, LLC | 93,913 | $4.25M | 0.11% | +3,718+4.1% | Added |
| Nisa Investment Advisors, LLC | 94,980 | $4.34M | 0.03% | +4,499+5.0% | Added |
| Cullen/Frost Bankers, Inc. | 97,028 | $4.39M | 0.07% | +3,661+3.9% | Added |
| Treasurer of the State of North Carolina | 99,894 | $4.52M | 0.02% | −2,481−2.4% | Reduced |
| Allianz Asset Management GmbH | 100,222 | $4.53M | 0.01% | −226,630−69.3% | Reduced |
| Parcion Private Wealth LLC | 100,251 | $4.53M | 0.40% | +800+0.8% | Added |
| Stifel Financial Corp | 100,460 | $4.54M | 0.01% | +2,297+2.3% | Added |
| Squarepoint Ops LLC | 103,374 | $4.67M | 0.02% | +13,348+14.8% | Added |
| Davenport & Co LLC | 105,204 | $4.76M | 0.03% | −19,513−15.6% | Reduced |
| Yousif Capital Management, LLC | 110,134 | $4.98M | 0.06% | −2,346−2.1% | Reduced |