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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 1,845,434 | $83.5M | 0.21% | +1,565,329+558.8% | Added |
| Duff & Phelps Investment Management Co | 2,223,554 | $100.5M | 1.20% | −428,010−16.1% | Reduced |
| Northern Trust Corp | 2,402,510 | $108.6M | 0.02% | −81,618−3.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 2,424,873 | $109.7M | 0.37% | +516,454+27.1% | Added |
| Bank of New York Mellon Corp | 2,470,894 | $111.7M | 0.02% | −167,896−6.4% | Reduced |
| Diamond Hill Capital Management Inc | 2,566,872 | $116.1M | 0.47% | −126,994−4.7% | Reduced |
| Morgan Stanley | 2,678,357 | $121.1M | 0.01% | −8,397−0.3% | Reduced |
| Cbre Clarion Securities LLC | 2,701,660 | $122.2M | 2.26% | −346,014−11.4% | Reduced |
| Charles Schwab Investment Management Inc | 2,900,929 | $131.2M | 0.03% | +58,489+2.1% | Added |
| Capital Research Global Investors | 2,952,126 | $133.5M | 0.03% | +1,0710.0% | Added |
| Resolution Capital Ltd | 2,990,539 | $135.2M | 2.42% | −974,229−24.6% | Reduced |
| Truist Financial Corp | 3,115,054 | $140.9M | 0.21% | −401,119−11.4% | Reduced |
| Massachusetts Financial Services Co | 3,138,169 | $141.9M | 0.04% | +331,973+11.8% | Added |
| Dimensional Fund Advisors LP | 3,209,916 | $145.2M | 0.04% | −20,299−0.6% | Reduced |
| Invesco Ltd. | 3,588,206 | $162.3M | 0.03% | −1,475,019−29.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,850,149 | $174.1M | 0.27% | +11,233+0.3% | Added |
| Deutsche Bank AG | 3,901,238 | $176.4M | 0.08% | +870,507+28.7% | Added |
| Geode Capital Management, LLC | 4,412,517 | $199.6M | 0.02% | +172,554+4.1% | Added |
| JPMorgan Chase & Co | 5,092,750 | $230.3M | 0.02% | −1,145,597−18.4% | Reduced |
| Price T Rowe Associates Inc | 5,687,536 | $257.2M | 0.03% | +1,205,097+26.9% | Added |
| T. Rowe Price Investment Management, Inc. | 6,482,499 | $293.1M | 0.18% | +200,695+3.2% | Added |
| Norges Bank | 9,732,909 | $440.1M | 0.07% | +135,964+1.4% | Added |
| State Street Corp | 11,350,730 | $519.0M | 0.02% | −1,130,505−9.1% | Reduced |
| FMR LLC | 17,169,987 | $776.4M | 0.05% | +3,104,748+22.1% | Added |
| BlackRock Inc. | 26,022,012 | $1.18B | 0.03% | +92,561+0.4% | Added |
| Vanguard Group Inc | 31,917,644 | $1.44B | 0.03% | +274,493+0.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −1,554,141−100.0% | Sold out |
| Centersquare Investment Management LLC | 0 | $0 | 0.00% | −1,127,979−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −863,717−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −355,648−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −354,862−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −186,132−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −127,387−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −112,217−100.0% | Sold out |
| JLP Asset Management, LLC | 0 | $0 | 0.00% | −96,200−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −94,663−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −83,213−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −79,364−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −72,900−100.0% | Sold out |
| Davis Selected Advisers | 0 | $0 | 0.00% | −72,040−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −69,700−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −44,978−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −43,437−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −38,949−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −35,700−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −36,891−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −32,248−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −27,107−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −23,626−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −22,100−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −21,434−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −20,448−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −19,300−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −17,533−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −17,184−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −14,643−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −14,061−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −13,334−100.0% | Sold out |
| Adelante Capital Management LLC | 0 | $0 | 0.00% | −12,789−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,113−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −8,662−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −8,125−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,983−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,335−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,156−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −6,020−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −5,823−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −5,805−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −5,261−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −5,046−100.0% | Sold out |
| Family Wealth Group, LLC | 0 | $0 | 0.00% | −4,630−100.0% | Sold out |
| Foster & Motley Inc | 0 | $0 | 0.00% | −4,532−100.0% | Sold out |
| Whitaker-Myers Wealth Managers, LTD. | 0 | $0 | 0.00% | −4,418−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −4,348−100.0% | Sold out |
| Cetera Trust Company, N.A | 0 | $0 | 0.00% | −2,675−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −723−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −462−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −419−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| DFPG Investments, LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |