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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 19,787 | $893.8K | 0.02% | +19,787 | New |
| Cetera Investment Advisers | 20,623 | $931.6K | 0.00% | −1,574−7.1% | Reduced |
| Illinois Municipal Retirement Fund | 20,823 | $940.6K | 0.01% | 00.0% | Unchanged |
| Ossiam | 21,431 | $968.0K | 0.02% | +1,762+9.0% | Added |
| MML Investors Services, LLC | 22,220 | $1.00M | 0.00% | +646+3.0% | Added |
| Fox Run Management, L.L.C. | 22,487 | $1.02M | 0.19% | +22,487 | New |
| Omers Administration Corp | 22,800 | $1.03M | 0.01% | +22,800 | New |
| O'Shaughnessy Asset Management, LLC | 23,863 | $1.08M | 0.01% | +5,992+33.5% | Added |
| Principal Securities, Inc. | 23,973 | $1.08M | 0.03% | +1,961+8.9% | Added |
| Mount Yale Investment Advisors, LLC | 24,203 | $1.09M | 0.09% | −4,551−15.8% | Reduced |
| Pensionmark Financial Group, LLC | 24,538 | $1.11M | 0.07% | +17,688+258.2% | Added |
| Susquehanna International Group, LLP | 24,612 | $1.11M | 0.00% | +24,612 | New |
| Federated Hermes, Inc. | 24,902 | $1.12M | 0.00% | −8,305−25.0% | Reduced |
| Xponance, Inc. | 25,277 | $1.14M | 0.01% | −2,694−9.6% | Reduced |
| Gotham Asset Management, LLC | 25,854 | $1.17M | 0.02% | +14,243+122.7% | Added |
| Naples Global Advisors, LLC | 26,235 | $1.19M | 0.12% | +1,500+6.1% | Added |
| Empire Life Investments Inc. | 26,819 | $1.21M | 0.08% | +360+1.4% | Added |
| HRT Financial LP | 27,148 | $1.23M | 0.01% | +27,148 | New |
| New York Life Investment Management LLC | 27,285 | $1.23M | 0.01% | +2,479+10.0% | Added |
| M&T Bank Corp | 27,701 | $1.25M | 0.00% | −243−0.9% | Reduced |
| Decatur Capital Management, Inc. | 29,710 | $1.34M | 0.65% | +616+2.1% | Added |
| Inceptionr LLC | 30,119 | $1.35M | 0.38% | +30,119 | New |
| Nissay Asset Management Corp | 30,262 | $1.37M | 0.01% | +1,777+6.2% | Added |
| Moran Wealth Management, LLC | 31,548 | $1.43M | 0.05% | −1,085−3.3% | Reduced |
| HighTower Advisors, LLC | 32,371 | $1.46M | 0.00% | −28−0.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 33,419 | $1.51M | 0.13% | −17,658−34.6% | Reduced |
| Pensionfund Sabic | 34,700 | $1.57M | 0.46% | 00.0% | Unchanged |
| Utah Retirement Systems | 37,008 | $1.67M | 0.02% | −1,600−4.1% | Reduced |
| AQR Capital Management LLC | 37,696 | $1.70M | 0.00% | −156,701−80.6% | Reduced |
| Danske Bank A/S | 39,765 | $1.80M | 0.01% | −5,864−12.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,256 | $1.82M | 0.02% | +2,088+5.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 40,552 | $1.83M | 0.10% | +40,552 | New |
| Arrowstreet Capital, Limited Partnership | 40,790 | $1.84M | 0.00% | +25,350+164.2% | Added |
| SG Americas Securities, LLC | 41,136 | $1.86M | 0.01% | −39,964−49.3% | Reduced |
| Pallas Capital Advisors LLC | 39,253 | $1.90M | 0.09% | +3,653+10.3% | Added |
| Teacher Retirement System of Texas | 42,567 | $1.92M | 0.01% | −9,570−18.4% | Reduced |
| Coldstream Capital Management Inc | 43,352 | $1.96M | 0.05% | +1,626+3.9% | Added |
| Two Sigma Investments, LP | 43,654 | $1.97M | 0.00% | +34,815+393.9% | Added |
| Lake Street Financial LLC | 44,409 | $2.01M | 0.26% | −94−0.2% | Reduced |
| Relative Value Partners Group, LLC | 44,409 | $2.01M | 0.26% | +44,409 | New |
| Anson Funds Management LP | 45,000 | $2.03M | 0.31% | +45,000 | New |
| New Mexico Educational Retirement Board | 45,900 | $2.07M | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 46,728 | $2.11M | 0.04% | −8,800−15.8% | Reduced |
| Algert Global LLC | 46,981 | $2.12M | 0.07% | +22,651+93.1% | Added |
| Ameritas Investment Partners, Inc. | 47,851 | $2.16M | 0.07% | −1,798−3.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 50,212 | $2.27M | 0.06% | +58+0.1% | Added |
| Brinker Capital Investments, LLC | 51,606 | $2.33M | 0.02% | +4,218+8.9% | Added |
| Orion Portfolio Solutions, LLC | 51,606 | $2.33M | 0.02% | +4,218+8.9% | Added |
| IFM Investors Pty Ltd | 52,020 | $2.35M | 0.02% | +52,020 | New |
| State of Michigan Retirement System | 54,200 | $2.45M | 0.01% | −1,000−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 56,044 | $2.53M | 0.01% | +6,989+14.2% | Added |
| Voya Investment Management LLC | 59,056 | $2.67M | 0.00% | −16,157−21.5% | Reduced |
| Bokf, NA | 59,262 | $2.68M | 0.05% | −4,746−7.4% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 59,383 | $2.68M | 0.39% | +59,383 | New |
| Bank of Montreal | 61,564 | $2.78M | 0.00% | −491−0.8% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 61,723 | $2.79M | 0.24% | +61,723 | New |
| Ontario Teachers Pension Plan Board | 62,447 | $2.82M | 0.03% | +62,447 | New |
| Arizona State Retirement System | 62,977 | $2.84M | 0.02% | +1,180+1.9% | Added |
| UniSuper Management Pty Ltd | 63,000 | $2.85M | 0.02% | −1,400−2.2% | Reduced |
| Louisiana State Employees Retirement System | 63,600 | $2.87M | 0.06% | −1,100−1.7% | Reduced |
| Quantinno Capital Management LP | 66,755 | $3.02M | 0.05% | +19,039+39.9% | Added |
| Natixis Advisors, L.P. | 67,995 | $3.07M | 0.01% | −6,375−8.6% | Reduced |
| Pictet Asset Management Holding SA | 69,015 | $3.12M | 0.00% | +4,136+6.4% | Added |
| Thrivent Financial for Lutherans | 69,898 | $3.16M | 0.01% | −4,614−6.2% | Reduced |
| Syntax Research, Inc. | 70,048 | $3.16M | 2.50% | +5,804+9.0% | Added |
| Daiwa Securities Group Inc. | 70,282 | $3.17M | 0.02% | −2,682−3.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 70,771 | $3.20M | 0.03% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 70,800 | $3.20M | 1.70% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 72,182 | $3.24M | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 72,203 | $3.26M | 0.01% | −178−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 72,300 | $3.27M | 0.03% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 76,462 | $3.45M | 0.77% | −11,663−13.2% | Reduced |
| American Assets Capital Advisers, LLC | 77,491 | $3.50M | 1.11% | −14,751−16.0% | Reduced |
| Jane Street Group, LLC | 79,641 | $3.60M | 0.00% | +48,261+153.8% | Added |
| UBS Oconnor LLC | 79,651 | $3.60M | 0.10% | +27,076+51.5% | Added |
| Edgestream Partners, L.P. | 80,405 | $3.63M | 0.17% | +61,714+330.2% | Added |
| Stifel Financial Corp | 82,454 | $3.72M | 0.00% | −18,006−17.9% | Reduced |
| Handelsbanken Fonder AB | 83,434 | $3.77M | 0.02% | +27,000+47.8% | Added |
| Van Eck Associates Corp | 84,587 | $3.82M | 0.01% | −2,541−2.9% | Reduced |
| Wolverine Asset Management LLC | 84,701 | $3.83M | 0.07% | +84,701 | New |
| Nisa Investment Advisors, LLC | 85,110 | $3.84M | 0.02% | −9,870−10.4% | Reduced |
| Albion Financial Group | 85,547 | $3.86M | 0.29% | +4,019+4.9% | Added |
| Landscape Capital Management, L.L.C. | 85,674 | $3.87M | 0.33% | −40,468−32.1% | Reduced |
| First Trust Advisors LP | 88,368 | $3.99M | 0.00% | −42,764−32.6% | Reduced |
| LPL Financial LLC | 88,618 | $4.00M | 0.00% | +3,072+3.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 89,461 | $4.04M | 0.03% | +98+0.1% | Added |
| Davenport & Co LLC | 89,893 | $4.06M | 0.03% | −15,311−14.6% | Reduced |
| Citigroup Inc | 91,147 | $4.12M | 0.00% | −57,501−38.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 92,066 | $4.13M | 0.02% | +3,912+4.4% | Added |
| Ensign Peak Advisors, Inc | 93,292 | $4.21M | 0.01% | +12,275+15.2% | Added |
| Prospector Partners LLC | 96,515 | $4.36M | 0.51% | +3,175+3.4% | Added |
| Treasurer of the State of North Carolina | 97,366 | $4.40M | 0.02% | −2,528−2.5% | Reduced |
| Allianz Asset Management GmbH | 100,111 | $4.52M | 0.01% | −111−0.1% | Reduced |
| Trillium Asset Management, LLC | 100,812 | $4.55M | 0.12% | +6,899+7.3% | Added |
| Yousif Capital Management, LLC | 101,999 | $4.61M | 0.05% | −8,135−7.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 102,194 | $4.62M | 0.07% | +5,166+5.3% | Added |
| State of Tennessee, Treasury Department | 106,380 | $4.81M | 0.02% | −44,320−29.4% | Reduced |
| Toroso Investments, LLC | 113,187 | $5.11M | 0.07% | +23,845+26.7% | Added |
| Two Sigma Advisers, LP | 113,600 | $5.13M | 0.01% | −3,000−2.6% | Reduced |
| Amalgamated Bank | 113,648 | $5.13M | 0.04% | −9,178−7.5% | Reduced |