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 |
|---|---|---|---|---|---|
| Washington Trust Co | 2,500 | $134.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,528 | $136.1K | 0.00% | +103+4.2% | Added |
| Exchange Traded Concepts, LLC | 2,610 | $140.5K | 0.00% | −882−25.3% | Reduced |
| GeoWealth Management, LLC | 2,645 | $142.4K | 0.01% | +2,645 | New |
| Bessemer Group Inc | 3,287 | $177.0K | 0.00% | +67+2.1% | Added |
| Assetmark, Inc | 3,576 | $192.5K | 0.00% | +161+4.7% | Added |
| Virtus ETF Advisers LLC | 3,609 | $194.3K | 0.09% | −568−13.6% | Reduced |
| Veriti Management LLC | 3,795 | $204.3K | 0.01% | +3,795 | New |
| Simplicity Wealth,LLC | 3,856 | $207.6K | 0.02% | +3,856 | New |
| Howard Capital Management Group, LLC | 3,946 | $212.4K | 0.01% | +3,946 | New |
| RSM US Wealth Management LLC | 4,024 | $214.6K | 0.00% | +4,024 | New |
| Atomi Financial Group, Inc. | 4,066 | $218.9K | 0.01% | +4,066 | New |
| Ci Investments Inc. | 4,068 | $219.0K | 0.00% | −263−6.1% | Reduced |
| Castle Rock Wealth Management, LLC | 4,417 | $224.1K | 0.05% | +4,417 | New |
| Harvest Fund Management Co., Ltd | 4,173 | $225.0K | 0.01% | +2,703+183.9% | Added |
| Stephens Inc | 4,200 | $226.1K | 0.00% | +4,200 | New |
| Cary Street Partner Investment Advisory LLC | 4,209 | $226.6K | 0.01% | +4,209 | New |
| Mercer Global Advisors Inc | 4,362 | $231.3K | 0.00% | +4,362 | New |
| SG Americas Securities, LLC | 4,530 | $244.0K | 0.00% | −36,606−89.0% | Reduced |
| Family Wealth Group, LLC | 4,534 | $244.1K | 0.21% | +4,534 | New |
| Greenleaf Trust | 4,748 | $255.6K | 0.00% | +48+1.0% | Added |
| Jump Financial, LLC | 4,758 | $256.1K | 0.01% | −15,029−76.0% | Reduced |
| Curtis Advisory Group, LLC | 4,903 | $263.9K | 0.07% | −109−2.2% | Reduced |
| BTS Asset Management, Inc. | 4,949 | $266.4K | 0.25% | +4,949 | New |
| Janney Montgomery Scott LLC | 4,952 | $267.0K | 0.00% | +417+9.2% | Added |
| Raymond James Trust N.A. | 4,991 | $268.7K | 0.01% | −355−6.6% | Reduced |
| Advisors Asset Management, Inc. | 5,010 | $269.7K | 0.00% | +529+11.8% | Added |
| Colonial Trust Co | 5,232 | $278.5K | 0.04% | +943+22.0% | Added |
| Kaizen Financial Strategies | 5,181 | $278.9K | 0.16% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 5,192 | $279.5K | 0.00% | −359−6.5% | Reduced |
| Engineers Gate Manager LP | 5,232 | $281.6K | 0.01% | +5,232 | New |
| Howard Bailey Securities, LLC | 5,392 | $290.3K | 0.11% | +5,392 | New |
| Renaissance Group LLC | 5,501 | $296.1K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 5,541 | $298.3K | 0.01% | −127−2.2% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 5,550 | $298.8K | 0.00% | +5,550 | New |
| Lindenwold Advisors | 5,580 | $300.4K | 0.15% | +430+8.3% | Added |
| Captrust Financial Advisors | 5,734 | $308.7K | 0.00% | +248+4.5% | Added |
| Cerity Partners LLC | 5,768 | $310.5K | 0.00% | +5,768 | New |
| AlphaStar Capital Management, LLC | 5,822 | $313.4K | 0.02% | −1,085−15.7% | Reduced |
| KBC Group NV | 5,867 | $316.0K | 0.00% | −10.0% | Reduced |
| PEAK6 Investments LLC | 5,993 | $322.6K | 0.02% | +5,993 | New |
| TownSquare Capital, LLC | 6,076 | $327.1K | 0.00% | +6,076 | New |
| Profund Advisors LLC | 6,139 | $330.5K | 0.01% | −76−1.2% | Reduced |
| Transcendent Capital Group LLC | 6,258 | $336.9K | 0.17% | +6,258 | New |
| Belpointe Asset Management LLC | 6,271 | $337.6K | 0.02% | +24+0.4% | Added |
| Mutual Advisors, LLC | 6,889 | $338.1K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,298 | $339.0K | 0.02% | +6,298 | New |
| Y-Intercept (Hong Kong) Ltd | 6,493 | $349.5K | 0.02% | −34,059−84.0% | Reduced |
| CIBC Asset Management Inc | 6,642 | $357.5K | 0.00% | +233+3.6% | Added |
| Vanderbilt University | 6,670 | $359.0K | 0.07% | −8,910−57.2% | Reduced |
| Nations Financial Group Inc, | 6,859 | $369.2K | 0.03% | +408+6.3% | Added |
| Inspire Advisors, LLC | 6,975 | $375.5K | 0.05% | +6,975 | New |
| Impact Partnership Wealth, LLC | 6,979 | $375.7K | 0.08% | +1,050+17.7% | Added |
| Tower Research Capital LLC (TRC) | 6,987 | $376.1K | 0.01% | −3,060−30.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,077 | $381.0K | 0.02% | +57+0.8% | Added |
| Brevan Howard Capital Management LP | 7,110 | $382.7K | 0.02% | −6,926−49.3% | Reduced |
| Gallacher Capital Management LLC | 7,249 | $390.2K | 0.18% | −1,733−19.3% | Reduced |
| Wedbush Securities Inc | 7,301 | $393.0K | 0.01% | +101+1.4% | Added |
| XML Financial, LLC | 7,303 | $393.1K | 0.04% | +78+1.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 7,797 | $419.0K | 0.12% | +171+2.2% | Added |
| Frank, Rimerman Advisors LLC | 8,038 | $432.7K | 0.03% | +30.0% | Added |
| Allstate Corp | 8,098 | $435.9K | 0.04% | −6,664−45.1% | Reduced |
| Oddo BHF Asset Management SAS | 8,203 | $441.6K | 0.02% | +8,203 | New |
| Knollwood Investment Advisory, LLC | 8,209 | $441.9K | 0.05% | −3,066−27.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 8,732 | $464.8K | 0.00% | +2,253+34.8% | Added |
| EP Wealth Advisors, LLC | 8,740 | $470.5K | 0.00% | +8,740 | New |
| Shelton Capital Management | 8,894 | $478.8K | 0.01% | −268−2.9% | Reduced |
| Baird Financial Group, Inc. | 8,898 | $479.0K | 0.00% | +828+10.3% | Added |
| Sherbrooke Park Advisers LLC | 8,921 | $480.2K | 0.11% | +8,921 | New |
| Aster Capital Management (DIFC) Ltd | 9,243 | $497.6K | 0.11% | +9,243 | New |
| QRG Capital Management, Inc. | 9,456 | $509.0K | 0.01% | +1,255+15.3% | Added |
| 1832 Asset Management L.P. | 9,573 | $515.3K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 9,611 | $517.4K | 0.20% | +395+4.3% | Added |
| Oak Thistle LLC | 9,698 | $522.0K | 0.17% | +4,007+70.4% | Added |
| ProShare Advisors LLC | 9,817 | $528.4K | 0.00% | −792−7.5% | Reduced |
| Vident Advisory, LLC | 9,881 | $531.9K | 0.01% | −88−0.9% | Reduced |
| Sit Investment Associates Inc | 9,950 | $536.0K | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 10,178 | $547.9K | 0.01% | −88−0.9% | Reduced |
| Virtu Financial LLC | 10,523 | $566.0K | 0.03% | +10,523 | New |
| Presima Inc. | 10,600 | $570.6K | 0.13% | +300+2.9% | Added |
| Sanctuary Advisors, LLC | 11,668 | $570.7K | 0.00% | +11,668 | New |
| Man Group plc | 10,716 | $576.8K | 0.00% | +10,716 | New |
| Atria Investments LLC | 10,791 | $580.9K | 0.01% | −1,960−15.4% | Reduced |
| Centiva Capital, LP | 11,345 | $610.7K | 0.03% | +11,345 | New |
| Wesbanco Bank Inc | 11,408 | $614.1K | 0.02% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 11,472 | $617.5K | 0.22% | +11,472 | New |
| The PNC Financial Services Group, Inc. | 11,647 | $627.0K | 0.00% | +514+4.6% | Added |
| Ossiam | 11,705 | $630.1K | 0.01% | −9,726−45.4% | Reduced |
| Bridges Investment Management Inc | 11,987 | $645.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 14,150 | $655.9K | 0.01% | +1,494+11.8% | Added |
| TD Private Client Wealth LLC | 12,252 | $659.5K | 0.02% | −44−0.4% | Reduced |
| D.A. Davidson & Co. | 12,581 | $677.2K | 0.01% | +1,561+14.2% | Added |
| Cooper Financial Group | 12,678 | $682.4K | 0.09% | +379+3.1% | Added |
| Maryland State Retirement & Pension System | 12,780 | $687.9K | 0.01% | −4,792−27.3% | Reduced |
| Prudential PLC | 12,783 | $688.1K | 0.00% | +12,783 | New |
| Donoghue Forlines LLC | 12,817 | $689.9K | 0.20% | 00.0% | Unchanged |
| Mariner, LLC | 13,325 | $717.1K | 0.00% | +393+3.0% | Added |
| Clearstead Advisors, LLC | 13,390 | $720.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 13,502 | $726.8K | 0.00% | −2,432−15.3% | Reduced |
| FIL Ltd | 13,598 | $732.0K | 0.00% | −4,980−26.8% | Reduced |