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, Q3 2024
Institutional positions in CubeSmart as of Sep 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
- 449
- +31 vs. Q2 2024
- Shares held
- 218.7M
- +27.9M (+14.6%) vs. Q2 2024
- Total value
- $11.8B
- +$3.15B (+36.5%) vs. Q2 2024
- New holders
- 65
- 173 more added
- Sold out
- 34
- 150 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1 | $54 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 3 | $162 | 0.00% | +3 | New |
| Mendota Financial Group, LLC | 3 | $162 | 0.00% | +3 | New |
| Rothschild Investment LLC | 5 | $269 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 6 | $286 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $377 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $776 | 0.00% | +14 | New |
| Plato Investment Management Ltd | 16 | $860 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $861 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 20 | $959 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 26 | $1.25K | 0.00% | −2−7.1% | Reduced |
| Crewe Advisors LLC | 25 | $1.35K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 35 | $1.89K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 38 | $2.02K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 41 | $2.21K | 0.00% | +5+13.9% | Added |
| Financial Gravity Companies, Inc. | 42 | $2.26K | 0.00% | +42 | New |
| First Horizon Advisors, Inc. | 43 | $2.31K | 0.00% | −40−48.2% | Reduced |
| Larson Financial Group LLC | 45 | $2.42K | 0.00% | +45 | New |
| Sound Income Strategies, LLC | 51 | $2.75K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 53 | $2.85K | 0.00% | +12+29.3% | Added |
| Capital Performance Advisors LLP | 55 | $2.96K | 0.00% | +55 | New |
| IFP Advisors, Inc | 79 | $4.26K | 0.00% | −1,305−94.3% | Reduced |
| Archer Investment Corp | 80 | $4.31K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 85 | $4.58K | 0.00% | −1,125−93.0% | Reduced |
| Farmers & Merchants Investments Inc | 95 | $5.11K | 0.00% | −5−5.0% | Reduced |
| Harbour Investments, Inc. | 106 | $5.71K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 119 | $6.00K | 0.00% | −70−37.0% | Reduced |
| Adirondack Trust Co | 116 | $6.24K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 139 | $6.28K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 131 | $7.04K | 0.00% | +2+1.6% | Added |
| Massmutual Trust Co FSB | 145 | $7.80K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 149 | $8.02K | 0.00% | +9+6.4% | Added |
| Red Tortoise LLC | 153 | $8.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 156 | $8.40K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 160 | $8.61K | 0.00% | +52+48.1% | Added |
| Golden State Equity Partners | 161 | $8.67K | 0.00% | +161 | New |
| Jaffetilchin Investment Partners, LLC | 167 | $8.99K | 0.00% | +167 | New |
| Parkside Financial Bank & Trust | 175 | $9.42K | 0.00% | +6+3.6% | Added |
| SRS Capital Advisors, Inc. | 180 | $9.69K | 0.00% | +43+31.4% | Added |
| Ancora Advisors, LLC | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $10.8K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 211 | $11.4K | 0.00% | +211 | New |
| Central Trust Co | 220 | $11.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 239 | $12.7K | 0.00% | +178+291.8% | Added |
| Capital Advisors, Ltd. LLC | 253 | $14.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 290 | $15.4K | 0.00% | +250+625.0% | Added |
| Huntington National Bank | 298 | $16.0K | 0.00% | −63−17.5% | Reduced |
| South State Corp. | 300 | $16.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $16.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 310 | $16.7K | 0.00% | −173−35.8% | Reduced |
| Riverview Trust Co | 320 | $17.2K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 386 | $17.4K | 0.00% | +270+232.8% | Added |
| Geneos Wealth Management Inc. | 324 | $17.4K | 0.00% | +24+8.0% | Added |
| Farther Finance Advisors, LLC | 329 | $17.7K | 0.00% | +18+5.8% | Added |
| Centerpoint Advisors, LLC | 342 | $18.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 341 | $18.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 392 | $21.1K | 0.00% | +278+243.9% | Added |
| Lindbrook Capital, LLC | 394 | $21.2K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 400 | $21.5K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 409 | $22.0K | 0.01% | −69,639−99.4% | Reduced |
| Eagle Bay Advisors LLC | 412 | $22.2K | 0.01% | +2+0.5% | Added |
| Bank of New Hampshire | 415 | $22.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 428 | $23.0K | 0.00% | −56−11.6% | Reduced |
| Montag A & Associates Inc | 472 | $25.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 511 | $27.5K | 0.00% | −30−5.5% | Reduced |
| Whittier Trust Co | 559 | $30.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 580 | $31.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 587 | $31.6K | 0.02% | +6+1.0% | Added |
| Umb Bank N A | 591 | $31.8K | 0.00% | +444+302.0% | Added |
| Peterson Financial Group, Inc. | 609 | $32.8K | 0.13% | +609 | New |
| Wiser Advisor Group LLC | 652 | $35.1K | 0.05% | +6+0.9% | Added |
| Global Retirement Partners, LLC | 744 | $40.0K | 0.00% | −119−13.8% | Reduced |
| Signaturefd, LLC | 763 | $41.1K | 0.00% | −6−0.8% | Reduced |
| Sunbelt Securities, Inc. | 767 | $41.3K | 0.00% | −1,818−70.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 800 | $43.1K | 0.01% | −400−33.3% | Reduced |
| FinTrust Capital Advisors, LLC | 821 | $44.2K | 0.01% | +45+5.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 834 | $44.9K | 0.00% | +40+5.0% | Added |
| Alpine Bank Wealth Management | 907 | $48.8K | 0.01% | +907 | New |
| Parallel Advisors, LLC | 962 | $51.8K | 0.00% | +425+79.1% | Added |
| HHM Wealth Advisors, LLC | 1,035 | $55.7K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,061 | $57.1K | 0.00% | +14+1.3% | Added |
| Skopos Labs, Inc. | 1,100 | $59.2K | 0.02% | +1,100 | New |
| Loomis Sayles & Co L P | 1,163 | $63.0K | 0.00% | +1,127+3,130.6% | Added |
| CIBC Private Wealth Group, LLC | 1,180 | $63.5K | 0.00% | +75+6.8% | Added |
| Headlands Technologies LLC | 1,218 | $65.6K | 0.01% | +1,218 | New |
| Aew Capital Management L P | 1,300 | $70.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,324 | $71.0K | 0.00% | +123+10.2% | Added |
| Abich Financial Wealth Management LLC | 1,326 | $71.4K | 0.16% | −115−8.0% | Reduced |
| Quadrant Capital Group LLC | 1,348 | $72.6K | 0.01% | +153+12.8% | Added |
| Quarry LP | 1,371 | $73.8K | 0.02% | +227+19.8% | Added |
| Anchor Investment Management, LLC | 1,462 | $78.7K | 0.01% | +1,462 | New |
| Covestor Ltd | 1,563 | $85.0K | 0.05% | −529−25.3% | Reduced |
| Simplex Trading, LLC | 1,584 | $85.0K | 0.00% | +1,584 | New |
| Operose Advisors LLC | 1,690 | $91.0K | 0.03% | +1,690 | New |
| SYSTM Wealth Solutions LLC | 2,077 | $111.8K | 3.39% | −74,385−97.3% | Reduced |
| ZRC Wealth Management, LLC | 2,250 | $121.1K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,347 | $126.4K | 0.00% | +1,784+316.9% | Added |
| GAMMA Investing LLC | 2,375 | $127.8K | 0.01% | +819+52.6% | Added |