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 |
|---|---|---|---|---|---|
| Moran Wealth Management, LLC | 32,633 | $1.48M | 0.05% | −1,321−3.9% | Reduced |
| HighTower Advisors, LLC | 32,399 | $1.46M | 0.00% | +125+0.4% | Added |
| Jane Street Group, LLC | 31,380 | $1.42M | 0.00% | −37,016−54.1% | Reduced |
| Decatur Capital Management, Inc. | 29,094 | $1.32M | 0.72% | −288−1.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 29,000 | $1.31M | 0.00% | +29,000 | New |
| Mount Yale Investment Advisors, LLC | 28,754 | $1.30M | 0.10% | −4,414−13.3% | Reduced |
| Nissay Asset Management Corp | 28,485 | $1.29M | 0.01% | +734+2.6% | Added |
| Xponance, Inc. | 27,971 | $1.26M | 0.01% | −151−0.5% | Reduced |
| M&T Bank Corp | 27,944 | $1.26M | 0.00% | −432−1.5% | Reduced |
| Rockefeller Capital Management L.P. | 27,023 | $1.22M | 0.00% | +27,023 | New |
| Empire Life Investments Inc. | 26,459 | $1.20M | 0.07% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 24,735 | $1.13M | 0.12% | +460+1.9% | Added |
| New York Life Investment Management LLC | 24,806 | $1.12M | 0.01% | −662−2.6% | Reduced |
| Algert Global LLC | 24,330 | $1.10M | 0.04% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 6,850 | $1.05M | 0.15% | −17,600−72.0% | Reduced |
| Pinebridge Investments, L.P. | 22,986 | $1.04M | 0.01% | +22,986 | New |
| Federation des caisses Desjardins du Quebec | 22,057 | $1.02M | 0.01% | 00.0% | Unchanged |
| Caption Management, LLC | 22,500 | $1.02M | 0.11% | +22,500 | New |
| Cetera Investment Advisers | 22,197 | $1.00M | 0.00% | +16,583+295.4% | Added |
| Simplex Trading, LLC | 22,197 | $1.00M | 0.03% | +22,197 | New |
| Principal Securities, Inc. | 22,012 | $995.4K | 0.03% | +131+0.6% | Added |
| MML Investors Services, LLC | 21,574 | $976.0K | 0.00% | +762+3.7% | Added |
| Spirit of America Management Corp | 21,450 | $970.0K | 0.20% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 20,823 | $942.0K | 0.01% | 00.0% | Unchanged |
| LRT Capital Management, LLC | 20,712 | $936.6K | 0.84% | −15,878−43.4% | Reduced |
| Handelsinvest Investeringsforvaltning | 20,671 | $935.0K | 0.45% | −5,411−20.7% | Reduced |
| Ossiam | 19,669 | $889.4K | 0.02% | +13,595+223.8% | Added |
| HGI Capital Management, LLC | 19,229 | $869.5K | 0.94% | +4,254+28.4% | Added |
| Ranger Global Real Estate Advisors, LLC | 74,078 | $852.6K | 0.19% | −75,850−50.6% | Reduced |
| Edgestream Partners, L.P. | 18,691 | $845.2K | 0.04% | −4,752−20.3% | Reduced |
| Securian Asset Management, Inc | 18,491 | $836.2K | 0.02% | −450−2.4% | Reduced |
| Erste Asset Management GmbH | 18,200 | $826.3K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 17,871 | $808.1K | 0.01% | +4,171+30.4% | Added |
| DoubleLine ETF Adviser LP | 17,147 | $775.4K | 0.20% | +1,705+11.0% | 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 |
| Azzad Asset Management Inc | 16,909 | $764.6K | 0.09% | +875+5.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,758 | $758.0K | 0.00% | +62+0.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 16,466 | $744.6K | 0.00% | +2,737+19.9% | Added |
| Maryland State Retirement & Pension System | 17,572 | $744.4K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 16,474 | $744.0K | 0.03% | −1,571−8.7% | Reduced |
| United Services Automobile Association | 16,404 | $741.8K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16,264 | $735.5K | 0.02% | −21,472−56.9% | Reduced |
| Annapolis Financial Services, LLC | 16,071 | $726.7K | 0.24% | 00.0% | Unchanged |
| Invst, LLC | 15,874 | $714.8K | 0.08% | +15,874 | New |
| JustInvest LLC | 15,795 | $714.2K | 0.02% | +5,841+58.7% | Added |
| Metis Global Partners, LLC | 15,752 | $712.3K | 0.03% | +990+6.7% | Added |
| Arrowstreet Capital, Limited Partnership | 15,440 | $698.0K | 0.00% | +15,440 | New |
| Mirador Capital Partners LP | 15,221 | $688.3K | 0.13% | +782+5.4% | Added |
| Allstate Corp | 14,762 | $667.5K | 0.05% | +14,762 | New |
| Creative Planning | 14,688 | $664.2K | 0.00% | +278+1.9% | Added |
| Vanderbilt University | 14,237 | $643.8K | 0.13% | +14,237 | New |
| Cornercap Investment Counsel Inc | 14,177 | $641.1K | 0.10% | +197+1.4% | Added |
| Winmill & Co. Inc | 14,000 | $633.1K | 0.18% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 13,436 | $607.2K | 0.15% | −179−1.3% | Reduced |
| Penserra Capital Management LLC | 13,292 | $601.0K | 0.01% | −25−0.2% | Reduced |
| Mariner, LLC | 13,267 | $600.0K | 0.00% | +340+2.6% | Added |
| US Bancorp | 13,075 | $591.3K | 0.00% | −10,559−44.7% | Reduced |
| Pinnacle Associates Ltd | 12,853 | $581.2K | 0.01% | −1,297−9.2% | Reduced |
| TD Private Client Wealth LLC | 12,642 | $571.7K | 0.02% | +783+6.6% | Added |
| Clearstead Advisors, LLC | 13,216 | $560.0K | 0.03% | +40+0.3% | Added |
| The PNC Financial Services Group, Inc. | 12,154 | $549.6K | 0.00% | +69+0.6% | Added |
| Gallacher Capital Management LLC | 11,858 | $536.2K | 0.27% | −9,742−45.1% | Reduced |
| D.A. Davidson & Co. | 11,849 | $535.8K | 0.00% | +692+6.2% | Added |
| Twin Tree Management, LP | 11,630 | $525.9K | 0.01% | +11,591+29,720.5% | Added |
| Gotham Asset Management, LLC | 11,611 | $525.0K | 0.01% | +6,211+115.0% | Added |
| Wesbanco Bank Inc | 11,408 | $515.9K | 0.02% | +11,408 | New |
| Cooper Financial Group | 11,225 | $507.6K | 0.08% | +886+8.6% | Added |
| ProShare Advisors LLC | 10,971 | $496.1K | 0.00% | −857−7.2% | Reduced |
| Donoghue Forlines LLC | 10,876 | $491.8K | 0.14% | −1,675−13.3% | Reduced |
| Marshall Wace, LLP | 10,800 | $488.4K | 0.00% | +10,800 | New |
| Norinchukin Bank, The | 10,680 | $482.9K | 0.01% | −115−1.1% | Reduced |
| Diversify Advisory Services, LLC | 10,589 | $476.8K | 0.03% | +10,589 | New |
| Lockheed Martin Investment Management Co | 10,319 | $475.1K | 0.03% | −3,100−23.1% | Reduced |
| D. E. Shaw & Co., Inc. | 10,498 | $474.7K | 0.00% | +2,179+26.2% | Added |
| Presima Inc. | 10,200 | $461.2K | 0.11% | −22,160−68.5% | Reduced |
| Vident Advisory, LLC | 10,199 | $461.2K | 0.01% | +1,621+18.9% | Added |
| Greenland Capital Management LP | 10,196 | $461.1K | 0.08% | −4,804−32.0% | Reduced |
| Sit Investment Associates Inc | 9,950 | $450.0K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 9,499 | $429.5K | 0.01% | −259−2.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,167 | $414.5K | 0.00% | +1,188+14.9% | Added |
| Emfo, LLC | 8,930 | $403.8K | 0.37% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 8,839 | $399.7K | 0.00% | −167,859−95.0% | Reduced |
| Integrated Advisors Network LLC | 8,803 | $398.1K | 0.02% | −2,270−20.5% | Reduced |
| Carmel Capital Partners, LLC | 8,678 | $392.4K | 0.16% | +707+8.9% | Added |
| AlphaStar Capital Management, LLC | 8,572 | $387.6K | 0.04% | −7,267−45.9% | Reduced |
| Neuberger Berman Group LLC | 8,467 | $382.9K | 0.00% | +169+2.0% | Added |
| Blueshift Asset Management, LLC | 8,447 | $382.0K | 0.20% | +8,447 | New |
| Profund Advisors LLC | 7,818 | $353.5K | 0.01% | +995+14.6% | Added |
| Brevan Howard Capital Management LP | 7,660 | $346.4K | 0.03% | −8,443−52.4% | Reduced |
| QRG Capital Management, Inc. | 7,632 | $345.1K | 0.00% | +865+12.8% | Added |
| MAI Capital Management | 7,252 | $328.0K | 0.00% | +1,750+31.8% | Added |
| Ibex Wealth Advisors | 8,089 | $326.0K | 0.09% | +8,018+11,293.0% | Added |
| XML Financial, LLC | 7,143 | $323.0K | 0.03% | +35+0.5% | Added |
| Yorktown Management & Research Co Inc | 7,100 | $321.1K | 0.31% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 6,943 | $314.0K | 0.01% | +59+0.9% | Added |
| Mutual Advisors, LLC | 6,838 | $309.2K | 0.01% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 6,788 | $307.0K | 0.11% | −3,592−34.6% | Reduced |
| Pearl River Capital, LLC | 6,719 | $303.8K | 0.05% | +6,719 | New |
| Wedbush Securities Inc | 6,629 | $300.0K | 0.01% | −281−4.1% | Reduced |