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 |
|---|---|---|---|---|---|
| Inceptionr LLC | 30,119 | $1.35M | 0.38% | +30,119 | New |
| Decatur Capital Management, Inc. | 29,710 | $1.34M | 0.65% | +616+2.1% | Added |
| M&T Bank Corp | 27,701 | $1.25M | 0.00% | −243−0.9% | Reduced |
| New York Life Investment Management LLC | 27,285 | $1.23M | 0.01% | +2,479+10.0% | Added |
| HRT Financial LP | 27,148 | $1.23M | 0.01% | +27,148 | New |
| Empire Life Investments Inc. | 26,819 | $1.21M | 0.08% | +360+1.4% | Added |
| Naples Global Advisors, LLC | 26,235 | $1.19M | 0.12% | +1,500+6.1% | Added |
| Gotham Asset Management, LLC | 25,854 | $1.17M | 0.02% | +14,243+122.7% | Added |
| Xponance, Inc. | 25,277 | $1.14M | 0.01% | −2,694−9.6% | Reduced |
| Federated Hermes, Inc. | 24,902 | $1.12M | 0.00% | −8,305−25.0% | Reduced |
| Susquehanna International Group, LLP | 24,612 | $1.11M | 0.00% | +24,612 | New |
| Pensionmark Financial Group, LLC | 24,538 | $1.11M | 0.07% | +17,688+258.2% | Added |
| Mount Yale Investment Advisors, LLC | 24,203 | $1.09M | 0.09% | −4,551−15.8% | Reduced |
| Principal Securities, Inc. | 23,973 | $1.08M | 0.03% | +1,961+8.9% | Added |
| O'Shaughnessy Asset Management, LLC | 23,863 | $1.08M | 0.01% | +5,992+33.5% | Added |
| Omers Administration Corp | 22,800 | $1.03M | 0.01% | +22,800 | New |
| Fox Run Management, L.L.C. | 22,487 | $1.02M | 0.19% | +22,487 | New |
| MML Investors Services, LLC | 22,220 | $1.00M | 0.00% | +646+3.0% | Added |
| Ossiam | 21,431 | $968.0K | 0.02% | +1,762+9.0% | Added |
| Illinois Municipal Retirement Fund | 20,823 | $940.6K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 20,623 | $931.6K | 0.00% | −1,574−7.1% | Reduced |
| Jump Financial, LLC | 19,787 | $893.8K | 0.02% | +19,787 | New |
| Spirit of America Management Corp | 19,450 | $878.6K | 0.18% | −2,000−9.3% | Reduced |
| Vestcor Inc | 19,027 | $859.0K | 0.03% | +2,111+12.5% | Added |
| FIL Ltd | 18,578 | $839.2K | 0.00% | +18,578 | New |
| Envestnet Portfolio Solutions, Inc. | 18,520 | $836.5K | 0.00% | +2,054+12.5% | Added |
| Erste Asset Management GmbH | 18,200 | $815.7K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 17,943 | $810.5K | 0.02% | −548−3.0% | Reduced |
| Metis Global Partners, LLC | 17,854 | $806.5K | 0.03% | +2,102+13.3% | Added |
| United Services Automobile Association | 17,806 | $804.3K | 0.02% | +1,402+8.5% | Added |
| Azzad Asset Management Inc | 17,586 | $794.4K | 0.09% | +677+4.0% | Added |
| Maryland State Retirement & Pension System | 17,572 | $793.7K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 16,028 | $724.0K | 0.00% | +1,340+9.1% | Added |
| US Bancorp | 15,934 | $719.8K | 0.00% | +2,859+21.9% | Added |
| Neuberger Berman Group LLC | 15,859 | $712.8K | 0.00% | +7,392+87.3% | Added |
| Mirador Capital Partners LP | 15,627 | $705.9K | 0.13% | +406+2.7% | Added |
| Vanderbilt University | 15,580 | $703.7K | 0.15% | +1,343+9.4% | Added |
| Crossmark Global Holdings, Inc. | 15,342 | $693.0K | 0.01% | −1,574−9.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,227 | $687.8K | 0.00% | −6,830−31.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 15,015 | $678.2K | 0.14% | −17,650−54.0% | Reduced |
| Greenland Capital Management LP | 15,000 | $677.5K | 0.14% | +4,804+47.1% | Added |
| Penserra Capital Management LLC | 14,821 | $669.0K | 0.01% | +1,529+11.5% | Added |
| Allstate Corp | 14,762 | $666.8K | 0.05% | 00.0% | Unchanged |
| Invst, LLC | 15,153 | $662.8K | 0.07% | −721−4.5% | Reduced |
| MQS Management LLC | 14,651 | $661.8K | 0.40% | +14,651 | New |
| Harbor Capital Advisors, Inc. | 14,538 | $657.0K | 0.05% | +10,835+292.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,630 | $656.0K | 0.00% | −2,128−12.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,129 | $638.2K | 0.03% | +8,149+136.3% | Added |
| Brevan Howard Capital Management LP | 14,036 | $634.0K | 0.04% | +6,376+83.2% | Added |
| Cornercap Investment Counsel Inc | 14,029 | $633.7K | 0.10% | −148−1.0% | Reduced |
| Winmill & Co. Inc | 14,000 | $632.4K | 0.22% | 00.0% | Unchanged |
| LRT Capital Management, LLC | 13,831 | $624.7K | 0.59% | −6,881−33.2% | Reduced |
| JustInvest LLC | 13,427 | $605.6K | 0.01% | −2,368−15.0% | Reduced |
| Clearstead Advisors, LLC | 13,390 | $604.8K | 0.01% | +174+1.3% | Added |
| Winton Group Ltd | 13,132 | $593.2K | 0.04% | +13,132 | New |
| Mariner, LLC | 12,932 | $584.1K | 0.00% | −335−2.5% | Reduced |
| Donoghue Forlines LLC | 12,817 | $578.9K | 0.16% | +1,941+17.8% | Added |
| Atria Investments LLC | 12,751 | $576.0K | 0.01% | +12,751 | New |
| Pinnacle Associates Ltd | 12,656 | $571.7K | 0.01% | −197−1.5% | Reduced |
| Cooper Financial Group | 12,299 | $555.5K | 0.08% | +1,074+9.6% | Added |
| TD Private Client Wealth LLC | 12,296 | $555.4K | 0.02% | −346−2.7% | Reduced |
| Bridges Investment Management Inc | 11,987 | $541.5K | 0.01% | +11,987 | New |
| Wesbanco Bank Inc | 11,408 | $515.3K | 0.02% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 11,275 | $509.3K | 0.06% | +11,275 | New |
| The PNC Financial Services Group, Inc. | 11,133 | $502.9K | 0.00% | −1,021−8.4% | Reduced |
| D.A. Davidson & Co. | 11,020 | $497.8K | 0.00% | −829−7.0% | Reduced |
| ProShare Advisors LLC | 10,609 | $479.2K | 0.00% | −362−3.3% | Reduced |
| Presima Inc. | 10,300 | $465.3K | 0.10% | +100+1.0% | Added |
| Norinchukin Bank, The | 10,266 | $463.7K | 0.01% | −414−3.9% | Reduced |
| Tower Research Capital LLC (TRC) | 10,047 | $453.8K | 0.01% | −6,217−38.2% | Reduced |
| Vident Advisory, LLC | 9,969 | $450.3K | 0.01% | −230−2.3% | Reduced |
| Sit Investment Associates Inc | 9,950 | $449.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 9,931 | $448.6K | 0.00% | +2,679+36.9% | Added |
| 1832 Asset Management L.P. | 9,573 | $432.4K | 0.00% | −159,592−94.3% | Reduced |
| Integrated Advisors Network LLC | 9,493 | $428.8K | 0.02% | +690+7.8% | Added |
| Carmel Capital Partners, LLC | 9,216 | $416.3K | 0.18% | +538+6.2% | Added |
| Shelton Capital Management | 9,162 | $413.8K | 0.01% | −337−3.5% | Reduced |
| Gallacher Capital Management LLC | 8,982 | $405.7K | 0.21% | −2,876−24.3% | Reduced |
| Emfo, LLC | 8,930 | $403.4K | 0.36% | 00.0% | Unchanged |
| IFG Advisory, LLC | 8,432 | $380.9K | 0.02% | +8,432 | New |
| Wealth Enhancement Advisory Services, LLC | 8,344 | $376.9K | 0.00% | −823−9.0% | Reduced |
| QRG Capital Management, Inc. | 8,201 | $370.4K | 0.00% | +569+7.5% | Added |
| Baird Financial Group, Inc. | 8,070 | $364.5K | 0.00% | +1,453+22.0% | Added |
| Frank, Rimerman Advisors LLC | 8,035 | $362.9K | 0.03% | +8,016+42,189.5% | Added |
| Nebula Research & Development LLC | 7,842 | $354.2K | 0.06% | +7,842 | New |
| Householder Group Estate & Retirement Specialist, LLC | 7,626 | $344.0K | 0.10% | +1,723+29.2% | Added |
| Mutual Advisors, LLC | 6,889 | $332.1K | 0.01% | +51+0.7% | Added |
| Fulcrum Equity Management | 7,265 | $328.2K | 0.29% | +781+12.0% | Added |
| XML Financial, LLC | 7,225 | $326.4K | 0.03% | +82+1.1% | Added |
| Wedbush Securities Inc | 7,200 | $325.0K | 0.01% | +571+8.6% | Added |
| Yorktown Management & Research Co Inc | 7,100 | $320.7K | 0.34% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 7,020 | $317.1K | 0.02% | +7,020 | New |
| AlphaStar Capital Management, LLC | 6,907 | $312.0K | 0.03% | −1,665−19.4% | Reduced |
| Lockheed Martin Investment Management Co | 6,470 | $292.3K | 0.02% | −3,849−37.3% | Reduced |
| Nations Financial Group Inc, | 6,451 | $291.4K | 0.02% | +58+0.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 6,479 | $290.4K | 0.00% | +6,479 | New |
| CIBC Asset Management Inc | 6,409 | $289.5K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,247 | $282.2K | 0.02% | +388+6.6% | Added |
| Profund Advisors LLC | 6,215 | $280.7K | 0.01% | −1,603−20.5% | Reduced |
| Impact Partnership Wealth, LLC | 5,929 | $267.8K | 0.07% | +5,902+21,859.3% | Added |