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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 5,885 | $265.8K | 0.00% | +196+3.4% | Added |
| KBC Group NV | 5,868 | $265.0K | 0.00% | +1,294+28.3% | Added |
| Oak Thistle LLC | 5,691 | $257.1K | 0.19% | +5,691 | New |
| Meiji Yasuda Asset Management Co Ltd. | 5,668 | $256.0K | 0.01% | −92−1.6% | Reduced |
| Virtue Capital Management, LLC | 5,293 | $254.4K | 0.04% | +62+1.2% | Added |
| Kaizen Financial Strategies | 5,181 | $252.5K | 0.16% | +110+2.2% | Added |
| Rafferty Asset Management, LLC | 5,551 | $250.7K | 0.00% | +5,551 | New |
| Renaissance Group LLC | 5,501 | $248.5K | 0.01% | +176+3.3% | Added |
| Captrust Financial Advisors | 5,486 | $247.8K | 0.00% | +134+2.5% | Added |
| Blueshift Asset Management, LLC | 5,424 | $245.0K | 0.08% | −3,023−35.8% | Reduced |
| Wolverine Trading, LLC | 5,393 | $243.6K | 0.00% | +5,393 | New |
| Raymond James Trust N.A. | 5,346 | $241.5K | 0.01% | −405−7.0% | Reduced |
| Lindenwold Advisors | 5,150 | $232.6K | 0.12% | −123−2.3% | Reduced |
| Curtis Advisory Group, LLC | 5,012 | $226.4K | 0.08% | −171−3.3% | Reduced |
| Systematic Portfolios LLC | 4,825 | $217.9K | 1.52% | +18+0.4% | Added |
| Prelude Capital Management, LLC | 4,760 | $215.0K | 0.02% | +4,760 | New |
| Greenleaf Trust | 4,700 | $212.3K | 0.00% | −239−4.8% | Reduced |
| Boothbay Fund Management, LLC | 4,547 | $205.4K | 0.01% | −44,430−90.7% | Reduced |
| Janney Montgomery Scott LLC | 4,535 | $205.0K | 0.00% | −102−2.2% | Reduced |
| Advisors Asset Management, Inc. | 4,481 | $202.4K | 0.00% | +262+6.2% | Added |
| Ci Investments Inc. | 4,331 | $196.0K | 0.00% | +394+10.0% | Added |
| Colonial Trust Co | 4,289 | $192.2K | 0.03% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,177 | $188.7K | 0.09% | +223+5.6% | Added |
| Exchange Traded Concepts, LLC | 3,492 | $157.7K | 0.00% | +865+32.9% | Added |
| Assetmark, Inc | 3,415 | $154.3K | 0.00% | +63+1.9% | Added |
| Bessemer Group Inc | 3,220 | $145.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,585 | $116.8K | 0.01% | +712+38.0% | 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 |
| Fifth Third Bancorp | 2,425 | $109.5K | 0.00% | +311+14.7% | Added |
| ZRC Wealth Management, LLC | 2,250 | $101.6K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 2,092 | $94.0K | 0.06% | −545−20.7% | Reduced |
| GAMMA Investing LLC | 1,556 | $70.3K | 0.01% | +912+141.6% | Added |
| Harvest Fund Management Co., Ltd | 1,470 | $66.0K | 0.00% | −473−24.3% | Reduced |
| Abich Financial Wealth Management LLC | 1,441 | $65.1K | 0.04% | +1,425+8,906.3% | Added |
| IFP Advisors, Inc | 1,384 | $62.6K | 0.00% | −2,618−65.4% | Reduced |
| Aew Capital Management L P | 1,300 | $58.7K | 0.00% | −72,632−98.2% | Reduced |
| PSI Advisors, LLC | 1,210 | $54.7K | 0.02% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,200 | $54.2K | 0.01% | +1,200 | New |
| CWM, LLC | 1,201 | $54.0K | 0.00% | +39+3.4% | Added |
| Quadrant Capital Group LLC | 1,195 | $54.0K | 0.00% | −47−3.8% | Reduced |
| Quarry LP | 1,144 | $51.7K | 0.02% | +757+195.6% | Added |
| CIBC Private Wealth Group, LLC | 1,105 | $49.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,047 | $47.3K | 0.00% | −19−1.8% | Reduced |
| HHM Wealth Advisors, LLC | 1,035 | $46.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 863 | $39.0K | 0.00% | +749+657.0% | Added |
| Group One Trading, L.P. | 825 | $37.3K | 0.00% | −415−33.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 794 | $35.9K | 0.00% | +29+3.8% | Added |
| FinTrust Capital Advisors, LLC | 776 | $35.1K | 0.01% | −49−5.9% | Reduced |
| Signaturefd, LLC | 769 | $34.7K | 0.00% | +69+9.9% | Added |
| Ashton Thomas Private Wealth, LLC | 726 | $32.8K | 0.00% | +726 | New |
| Wiser Advisor Group LLC | 646 | $29.1K | 0.05% | +9+1.4% | Added |
| Tucker Asset Management LLC | 596 | $26.9K | 0.01% | −816−57.8% | Reduced |
| Rise Advisors, LLC | 581 | $26.2K | 0.01% | +7+1.2% | Added |
| Proequities, Inc. | 580 | $26.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 563 | $25.5K | 0.00% | +14+2.6% | Added |
| Whittier Trust Co | 559 | $25.2K | 0.00% | +323+136.9% | Added |
| Mather Group, LLC. | 541 | $24.5K | 0.00% | −15−2.7% | Reduced |
| Parallel Advisors, LLC | 537 | $24.3K | 0.00% | −137−20.3% | Reduced |
| Allworth Financial LP | 484 | $23.2K | 0.00% | +26+5.7% | Added |
| Spire Wealth Management | 483 | $21.8K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 472 | $21.3K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 420 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 415 | $18.7K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 410 | $18.5K | 0.01% | −483−54.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 400 | $18.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 394 | $17.8K | 0.00% | +47+13.5% | Added |
| Huntington National Bank | 361 | $16.3K | 0.00% | +196+118.8% | Added |
| Kelly Financial Services LLC | 358 | $16.2K | 0.01% | +36+11.2% | Added |
| Whittier Trust Co of Nevada Inc | 341 | $15.4K | 0.00% | +280+459.0% | Added |
| Centerpoint Advisors, LLC | 342 | $15.0K | 0.01% | −4−1.2% | Reduced |
| Riverview Trust Co | 320 | $14.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 311 | $13.6K | 0.00% | +29+10.3% | 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 |
| Capital Advisors, Ltd. LLC | 253 | $11.0K | 0.00% | +180+246.6% | Added |
| Creekmur Asset Management LLC | 240 | $10.8K | 0.00% | +240 | New |
| Central Trust Co | 220 | $9.94K | 0.00% | 00.0% | Unchanged |
| 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 |
| Walleye Trading LLC | 195 | $8.81K | 0.00% | +26+15.4% | Added |
| Natixis | 194 | $8.76K | 0.00% | +194 | New |
| NBC Securities, Inc. | 189 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 169 | $7.63K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 156 | $7.05K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 153 | $6.91K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 147 | $6.64K | 0.00% | +84+133.3% | Added |
| Massmutual Trust Co FSB | 145 | $6.55K | 0.00% | +25+20.8% | Added |
| Meeder Asset Management Inc | 140 | $6.32K | 0.00% | +140 | New |
| ClariVest Asset Management LLC | 139 | $6.28K | 0.00% | +88+172.5% | Added |
| SRS Capital Advisors, Inc. | 137 | $6.17K | 0.00% | +89+185.4% | Added |
| Creative Financial Designs Inc | 129 | $5.84K | 0.00% | −11−7.9% | Reduced |
| Ronald Blue Trust, Inc. | 116 | $5.25K | 0.00% | +116 | New |
| Adirondack Trust Co | 116 | $5.24K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 114 | $5.15K | 0.00% | −77−40.3% | Reduced |
| Venturi Wealth Management, LLC | 108 | $4.88K | 0.00% | +55+103.8% | Added |
| Harbour Investments, Inc. | 106 | $4.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $4.52K | 0.00% | 00.0% | Unchanged |