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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 6,617 | $299.2K | 0.00% | +435+7.0% | Added |
| Fulcrum Equity Management | 6,484 | $293.2K | 0.35% | +72+1.1% | Added |
| CIBC Asset Management Inc | 6,409 | $289.8K | 0.00% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 6,393 | $289.1K | 0.02% | +1,640+34.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,980 | $270.4K | 0.01% | +5,980 | New |
| Householder Group Estate & Retirement Specialist, LLC | 5,903 | $266.9K | 0.08% | −1,077−15.4% | Reduced |
| Belpointe Asset Management LLC | 5,859 | $264.9K | 0.02% | +29+0.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,760 | $260.5K | 0.01% | +5,760 | New |
| Kestra Advisory Services, LLC | 5,689 | $260.1K | 0.00% | +5,689 | New |
| Raymond James Trust N.A. | 5,751 | $260.1K | 0.01% | +100+1.8% | Added |
| Level Four Advisory Services, LLC | 5,504 | $255.1K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,352 | $242.0K | 0.00% | −965−15.3% | Reduced |
| Renaissance Group LLC | 5,325 | $241.8K | 0.01% | +123+2.4% | Added |
| Lindenwold Advisors | 5,273 | $238.4K | 0.13% | +5,273 | New |
| Curtis Advisory Group, LLC | 5,183 | $234.4K | 0.09% | −151−2.8% | Reduced |
| Virtue Capital Management, LLC | 5,231 | $229.5K | 0.04% | +5,231 | New |
| Kaizen Financial Strategies | 5,071 | $229.3K | 0.16% | +23+0.5% | Added |
| Advisory Services Network, LLC | 4,974 | $224.9K | 0.00% | −1,021−17.0% | Reduced |
| Greenleaf Trust | 4,939 | $223.3K | 0.00% | −10−0.2% | Reduced |
| Systematic Portfolios LLC | 4,807 | $217.4K | 0.75% | +4,807 | New |
| Cerity Partners LLC | 4,801 | $217.1K | 0.00% | +4,801 | New |
| American Assets Investment Management, LLC | 4,800 | $217.1K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,687 | $211.9K | 0.01% | −204−4.2% | Reduced |
| Janney Montgomery Scott LLC | 4,637 | $210.0K | 0.00% | −92−1.9% | Reduced |
| Mercer Global Advisors Inc | 4,605 | $208.0K | 0.00% | +4,605 | New |
| KBC Group NV | 4,574 | $207.0K | 0.00% | +474+11.6% | Added |
| Inspire Advisors, LLC | 4,575 | $206.9K | 0.03% | +174+4.0% | Added |
| Colonial Trust Co | 4,289 | $194.7K | 0.04% | +2,300+115.6% | Added |
| Advisors Asset Management, Inc. | 4,219 | $190.8K | 0.00% | −1,988−32.0% | Reduced |
| IFP Advisors, Inc | 4,002 | $180.9K | 0.01% | +381+10.5% | Added |
| Virtus ETF Advisers LLC | 3,954 | $178.8K | 0.09% | −1,251−24.0% | Reduced |
| Ci Investments Inc. | 3,937 | $178.0K | 0.00% | +1,066+37.1% | Added |
| Harbor Capital Advisors, Inc. | 3,703 | $167.0K | 0.02% | +3,703 | New |
| Assetmark, Inc | 3,352 | $151.6K | 0.00% | −18−0.5% | Reduced |
| Bessemer Group Inc | 3,220 | $145.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,637 | $119.0K | 0.08% | +278+11.8% | Added |
| Exchange Traded Concepts, LLC | 2,627 | $118.8K | 0.00% | −16−0.6% | Reduced |
| Washington Trust Co | 2,500 | $113.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 2,250 | $101.7K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,114 | $95.6K | 0.00% | −151−6.7% | Reduced |
| Harvest Fund Management Co., Ltd | 1,943 | $88.0K | 0.01% | +1,138+141.4% | Added |
| Sunbelt Securities, Inc. | 1,873 | $84.7K | 0.01% | −31−1.6% | Reduced |
| Private Trust Co NA | 1,523 | $68.9K | 0.01% | +134+9.6% | Added |
| Tucker Asset Management LLC | 1,412 | $63.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,242 | $56.2K | 0.00% | +84+7.3% | Added |
| Group One Trading, L.P. | 1,240 | $56.1K | 0.00% | +1,240 | New |
| PSI Advisors, LLC | 1,210 | $54.7K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,162 | $53.0K | 0.00% | +118+11.3% | Added |
| CIBC Private Wealth Group, LLC | 1,105 | $49.8K | 0.00% | +1,105 | New |
| Steward Partners Investment Advisory, LLC | 1,066 | $48.2K | 0.00% | −182−14.6% | Reduced |
| HHM Wealth Advisors, LLC | 1,035 | $46.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,000 | $45.2K | 0.00% | +1,000 | New |
| Eagle Bay Advisors LLC | 893 | $40.8K | 0.03% | +7+0.8% | Added |
| FinTrust Capital Advisors, LLC | 825 | $37.3K | 0.01% | −37−4.3% | Reduced |
| National Bank of Canada | 846 | $36.1K | 0.00% | +16+1.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 765 | $34.6K | 0.00% | +765 | New |
| Signaturefd, LLC | 700 | $31.7K | 0.00% | +5+0.7% | Added |
| Parallel Advisors, LLC | 674 | $30.5K | 0.00% | +387+134.8% | Added |
| GAMMA Investing LLC | 644 | $29.1K | 0.01% | −9−1.4% | Reduced |
| Wiser Advisor Group LLC | 637 | $28.8K | 0.05% | +6+1.0% | Added |
| Proequities, Inc. | 580 | $26.5K | 0.00% | +448+339.4% | Added |
| Rise Advisors, LLC | 574 | $26.0K | 0.01% | +574 | New |
| Mather Group, LLC. | 556 | $25.8K | 0.00% | +556 | New |
| Northwestern Mutual Wealth Management Co | 549 | $24.8K | 0.00% | +25+4.8% | Added |
| Spire Wealth Management | 483 | $21.8K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 472 | $21.6K | 0.00% | +472 | New |
| Allworth Financial LP | 458 | $20.7K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 420 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 415 | $18.8K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 400 | $18.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 387 | $17.5K | 0.01% | −975−71.6% | Reduced |
| Centerpoint Advisors, LLC | 346 | $16.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 347 | $15.7K | 0.00% | +22+6.8% | Added |
| Kelly Financial Services LLC | 322 | $14.6K | 0.01% | +196+155.6% | Added |
| Riverview Trust Co | 320 | $14.5K | 0.01% | +320 | New |
| 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 |
| Farther Finance Advisors, LLC | 282 | $12.7K | 0.00% | −343−54.9% | Reduced |
| Whittier Trust Co | 236 | $10.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 227 | $10.3K | 0.00% | +217+2,170.0% | Added |
| Central Trust Co | 220 | $9.95K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 212 | $9.59K | 0.00% | 00.0% | Unchanged |
| 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 |
| GWM Advisors LLC | 191 | $8.64K | 0.00% | −333−63.5% | Reduced |
| NBC Securities, Inc. | 189 | $8.00K | 0.00% | +8+4.4% | Added |
| Parkside Financial Bank & Trust | 169 | $7.64K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 169 | $7.64K | 0.00% | −14,160−98.8% | Reduced |
| Huntington National Bank | 165 | $7.46K | 0.00% | −158−48.9% | Reduced |
| Bell Investment Advisors, Inc | 156 | $7.05K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 153 | $6.92K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 145 | $6.56K | 0.00% | +145 | New |
| Creative Financial Designs Inc | 140 | $6.32K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 120 | $5.43K | 0.00% | +13+12.1% | Added |
| Adirondack Trust Co | 116 | $5.25K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 114 | $5.15K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 106 | $4.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $4.52K | 0.00% | 00.0% | Unchanged |