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, Q2 2024
Institutional positions in CubeSmart as of Jun 30, 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
- 422
- −1 vs. Q1 2024
- Shares held
- 218.0M
- +1.35M (+0.6%) vs. Q1 2024
- Total value
- $9.84B
- +$45.1M (+0.5%) vs. Q1 2024
- New holders
- 45
- 163 more added
- Sold out
- 46
- 157 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6 | $274 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $285 | 0.00% | +6 | New |
| Versant Capital Management, Inc | 7 | $316 | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 16 | $723 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $723 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 20 | $903 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 25 | $1.13K | 0.00% | +25 | New |
| Continuum Advisory, LLC | 28 | $1.26K | 0.00% | −22−44.0% | Reduced |
| AdvisorNet Financial, Inc | 36 | $1.63K | 0.00% | +25+227.3% | Added |
| Sachetta, LLC | 35 | $1.71K | 0.00% | −14−28.6% | Reduced |
| Coppell Advisory Solutions LLC | 38 | $1.72K | 0.00% | +38 | New |
| Jones Financial Companies LLLP | 40 | $1.81K | 0.00% | +40 | New |
| Redwood Wealth Management Group, LLC | 41 | $1.85K | 0.00% | +41 | New |
| EverSource Wealth Advisors, LLC | 41 | $1.95K | 0.00% | +12+41.4% | Added |
| Loomis Sayles & Co L P | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $2.30K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 61 | $2.73K | 0.00% | −166−73.1% | Reduced |
| Valley National Advisers Inc | 80 | $3.00K | 0.00% | +30+60.0% | Added |
| Archer Investment Corp | 80 | $3.61K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 83 | $3.75K | 0.00% | +20+31.7% | Added |
| Farmers & Merchants Investments Inc | 100 | $4.52K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 106 | $4.79K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 108 | $4.88K | 0.00% | +55+103.8% | Added |
| GWM Advisors LLC | 114 | $5.15K | 0.00% | −77−40.3% | Reduced |
| Adirondack Trust Co | 116 | $5.24K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 116 | $5.25K | 0.00% | +116 | New |
| Creative Financial Designs Inc | 129 | $5.84K | 0.00% | −11−7.9% | Reduced |
| SRS Capital Advisors, Inc. | 137 | $6.17K | 0.00% | +89+185.4% | Added |
| ClariVest Asset Management LLC | 139 | $6.28K | 0.00% | +88+172.5% | Added |
| Meeder Asset Management Inc | 140 | $6.32K | 0.00% | +140 | New |
| Massmutual Trust Co FSB | 145 | $6.55K | 0.00% | +25+20.8% | Added |
| Umb Bank N A | 147 | $6.64K | 0.00% | +84+133.3% | Added |
| Red Tortoise LLC | 153 | $6.91K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 156 | $7.05K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 169 | $7.63K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 189 | $8.00K | 0.00% | 00.0% | Unchanged |
| Natixis | 194 | $8.76K | 0.00% | +194 | New |
| Walleye Trading LLC | 195 | $8.81K | 0.00% | +26+15.4% | Added |
| Ancora Advisors, LLC | 200 | $9.03K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $9.03K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $9.03K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 220 | $9.94K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 240 | $10.8K | 0.00% | +240 | New |
| Capital Advisors, Ltd. LLC | 253 | $11.0K | 0.00% | +180+246.6% | Added |
| 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 | 311 | $13.6K | 0.00% | +29+10.3% | Added |
| Riverview Trust Co | 320 | $14.5K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 342 | $15.0K | 0.01% | −4−1.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 341 | $15.4K | 0.00% | +280+459.0% | Added |
| Kelly Financial Services LLC | 358 | $16.2K | 0.01% | +36+11.2% | Added |
| Huntington National Bank | 361 | $16.3K | 0.00% | +196+118.8% | Added |
| Lindbrook Capital, LLC | 394 | $17.8K | 0.00% | +47+13.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 400 | $18.1K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 410 | $18.5K | 0.01% | −483−54.1% | Reduced |
| Bank of New Hampshire | 415 | $18.7K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 420 | $19.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 472 | $21.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 483 | $21.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 484 | $23.2K | 0.00% | +26+5.7% | Added |
| Parallel Advisors, LLC | 537 | $24.3K | 0.00% | −137−20.3% | Reduced |
| Mather Group, LLC. | 541 | $24.5K | 0.00% | −15−2.7% | Reduced |
| Whittier Trust Co | 559 | $25.2K | 0.00% | +323+136.9% | Added |
| Northwestern Mutual Wealth Management Co | 563 | $25.5K | 0.00% | +14+2.6% | Added |
| Proequities, Inc. | 580 | $26.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 581 | $26.2K | 0.01% | +7+1.2% | Added |
| Tucker Asset Management LLC | 596 | $26.9K | 0.01% | −816−57.8% | Reduced |
| Wiser Advisor Group LLC | 646 | $29.1K | 0.05% | +9+1.4% | Added |
| Ashton Thomas Private Wealth, LLC | 726 | $32.8K | 0.00% | +726 | New |
| Signaturefd, LLC | 769 | $34.7K | 0.00% | +69+9.9% | Added |
| FinTrust Capital Advisors, LLC | 776 | $35.1K | 0.01% | −49−5.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 794 | $35.9K | 0.00% | +29+3.8% | Added |
| Group One Trading, L.P. | 825 | $37.3K | 0.00% | −415−33.5% | Reduced |
| Global Retirement Partners, LLC | 863 | $39.0K | 0.00% | +749+657.0% | Added |
| HHM Wealth Advisors, LLC | 1,035 | $46.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,047 | $47.3K | 0.00% | −19−1.8% | Reduced |
| CIBC Private Wealth Group, LLC | 1,105 | $49.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,144 | $51.7K | 0.02% | +757+195.6% | Added |
| Quadrant Capital Group LLC | 1,195 | $54.0K | 0.00% | −47−3.8% | Reduced |
| CWM, LLC | 1,201 | $54.0K | 0.00% | +39+3.4% | Added |
| Catalyst Funds Management Pty Ltd | 1,200 | $54.2K | 0.01% | +1,200 | New |
| PSI Advisors, LLC | 1,210 | $54.7K | 0.02% | 00.0% | Unchanged |
| Aew Capital Management L P | 1,300 | $58.7K | 0.00% | −72,632−98.2% | Reduced |
| IFP Advisors, Inc | 1,384 | $62.6K | 0.00% | −2,618−65.4% | Reduced |
| Abich Financial Wealth Management LLC | 1,441 | $65.1K | 0.04% | +1,425+8,906.3% | Added |
| Harvest Fund Management Co., Ltd | 1,470 | $66.0K | 0.00% | −473−24.3% | Reduced |
| GAMMA Investing LLC | 1,556 | $70.3K | 0.01% | +912+141.6% | Added |
| Covestor Ltd | 2,092 | $94.0K | 0.06% | −545−20.7% | Reduced |
| ZRC Wealth Management, LLC | 2,250 | $101.6K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,425 | $109.5K | 0.00% | +311+14.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,500 | $112.9K | 0.00% | −26,500−91.4% | Reduced |
| Washington Trust Co | 2,500 | $112.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,585 | $116.8K | 0.01% | +712+38.0% | Added |
| Bessemer Group Inc | 3,220 | $145.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3,415 | $154.3K | 0.00% | +63+1.9% | Added |
| Exchange Traded Concepts, LLC | 3,492 | $157.7K | 0.00% | +865+32.9% | Added |
| Virtus ETF Advisers LLC | 4,177 | $188.7K | 0.09% | +223+5.6% | Added |