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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 601,363 | $32.4M | 0.12% | −4,106−0.7% | Reduced |
| Keybank National Association | 613,337 | $33.0M | 0.13% | +12,206+2.0% | Added |
| Public Employees Retirement Association of Colorado | 641,950 | $34.6M | 0.14% | −1,652−0.3% | Reduced |
| Rhumbline Advisers | 720,011 | $38.8M | 0.03% | −10,474−1.4% | Reduced |
| Schroder Investment Management Group | 734,925 | $39.1M | 0.04% | −3,951−0.5% | Reduced |
| American Century Companies Inc | 754,001 | $40.6M | 0.02% | +193,098+34.4% | Added |
| SEI Investments Co | 767,389 | $41.3M | 0.05% | +5,217+0.7% | Added |
| Alyeska Investment Group, L.P. | 806,015 | $43.4M | 0.22% | −214,017−21.0% | Reduced |
| Epoch Investment Partners, Inc. | 866,595 | $46.6M | 0.21% | −32,125−3.6% | Reduced |
| Boston Trust Walden Corp | 877,271 | $47.2M | 0.33% | −7,103−0.8% | Reduced |
| Truist Financial Corp | 898,104 | $48.3M | 0.08% | −1,711,167−65.6% | Reduced |
| Wellington Management Group LLP | 929,707 | $50.0M | 0.01% | +113,422+13.9% | Added |
| PGGM Investments | 943,848 | $50.8M | 0.65% | +75,079+8.6% | Added |
| Capital World Investors | 1,034,752 | $55.7M | 0.01% | +1,034,752 | New |
| Janus Henderson Group PLC | 1,039,461 | $55.9M | 0.03% | −535,712−34.0% | Reduced |
| TimesSquare Capital Management, LLC | 1,045,565 | $56.3M | 0.84% | −13,790−1.3% | Reduced |
| Bank of America Corp | 1,110,865 | $59.8M | 0.01% | −210,960−16.0% | Reduced |
| Nuveen Asset Management, LLC | 1,112,032 | $59.9M | 0.02% | +107,125+10.7% | Added |
| Balyasny Asset Management LLC | 1,133,171 | $61.0M | 0.16% | −842,708−42.6% | Reduced |
| Centersquare Investment Management LLC | 1,448,000 | $77.9M | 0.73% | +298,365+26.0% | Added |
| Legal & General Group Plc | 1,466,344 | $78.9M | 0.02% | −132,296−8.3% | Reduced |
| Envestnet Asset Management Inc | 1,658,180 | $89.3M | 0.03% | +220,489+15.3% | Added |
| UBS Asset Management Americas Inc | 1,676,177 | $90.2M | 0.02% | +1,282,995+326.3% | Added |
| Alliancebernstein L.P. | 1,775,937 | $95.6M | 0.03% | +317,386+21.8% | Added |
| Sterling Capital Management LLC | 2,187,236 | $117.7M | 1.52% | +2,187,236 | New |
| Duff & Phelps Investment Management Co | 2,201,129 | $118.5M | 1.36% | +42,994+2.0% | Added |
| Capital Research Global Investors | 2,213,179 | $119.1M | 0.02% | +3,056+0.1% | Added |
| Bank of New York Mellon Corp | 2,249,270 | $121.1M | 0.02% | −242,282−9.7% | Reduced |
| Russell Investments Group, Ltd. | 2,318,949 | $124.8M | 0.18% | −43,963−1.9% | Reduced |
| Diamond Hill Capital Management Inc | 2,439,259 | $131.3M | 0.53% | −76,722−3.0% | Reduced |
| Northern Trust Corp | 2,563,617 | $138.0M | 0.02% | +30,404+1.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,636,331 | $141.9M | 0.46% | −91,889−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 3,032,885 | $163.3M | 0.03% | +135,211+4.7% | Added |
| Cbre Clarion Securities LLC | 3,176,160 | $171.0M | 2.72% | +589,911+22.8% | Added |
| Dimensional Fund Advisors LP | 3,354,524 | $180.6M | 0.04% | −24,992−0.7% | Reduced |
| Morgan Stanley | 3,404,088 | $183.2M | 0.01% | +357,753+11.7% | Added |
| Invesco Ltd. | 3,571,649 | $192.3M | 0.04% | −279,147−7.2% | Reduced |
| JPMorgan Chase & Co | 3,942,606 | $212.2M | 0.02% | −867,687−18.0% | Reduced |
| Resolution Capital Ltd | 4,564,236 | $245.7M | 4.22% | +21,014+0.5% | Added |
| Geode Capital Management, LLC | 4,593,010 | $247.3M | 0.02% | +50,340+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 5,089,845 | $274.0M | 0.42% | +624,661+14.0% | Added |
| T. Rowe Price Investment Management, Inc. | 5,262,824 | $283.3M | 0.17% | −98,715−1.8% | Reduced |
| Deutsche Bank AG | 5,358,732 | $288.5M | 0.12% | −75,010−1.4% | Reduced |
| Price T Rowe Associates Inc | 6,814,389 | $366.8M | 0.04% | +829,176+13.9% | Added |
| Norges Bank | 9,181,079 | $494.2M | 0.07% | −553,780−5.7% | Reduced |
| State Street Corp | 11,211,266 | $603.5M | 0.02% | −91,942−0.8% | Reduced |
| FMR LLC | 16,487,939 | $887.5M | 0.05% | −1,465,577−8.2% | Reduced |
| BlackRock, Inc. | 28,459,493 | $1.53B | 0.03% | +28,459,493 | New |
| Vanguard Group Inc | 31,421,502 | $1.69B | 0.03% | −308,339−1.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −200,542−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −170,395−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −46,981−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −43,654−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −22,800−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −22,487−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −13,831−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −13,132−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −9,931−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −9,493−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −8,432−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −7,842−100.0% | Sold out |
| Fulcrum Equity Management | 0 | $0 | 0.00% | −7,265−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −6,470−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −5,885−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −5,293−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,424−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,393−100.0% | Sold out |
| Systematic Portfolios LLC | 0 | $0 | 0.00% | −4,825−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,760−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,547−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −726−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −596−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −358−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Relative Value Partners Group, LLC | – | – | – | – | Not filed |
| Emfo, LLC | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |