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 |
|---|---|---|---|---|---|
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 32,665 | $1.76M | 0.27% | +17,650+117.5% | Added |
| HighTower Advisors, LLC | 32,614 | $1.76M | 0.00% | +243+0.8% | Added |
| Voya Investment Management LLC | 32,503 | $1.75M | 0.00% | −26,553−45.0% | Reduced |
| Nissay Asset Management Corp | 31,532 | $1.70M | 0.01% | +1,270+4.2% | Added |
| Moran Wealth Management, LLC | 31,510 | $1.70M | 0.05% | −38−0.1% | Reduced |
| Pensionfund Sabic | 28,700 | $1.54M | 0.48% | −6,000−17.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 27,964 | $1.51M | 0.14% | +3,761+15.5% | Added |
| O'Shaughnessy Asset Management, LLC | 29,540 | $1.48M | 0.01% | +5,677+23.8% | Added |
| Cetera Investment Advisers | 27,207 | $1.46M | 0.00% | +6,584+31.9% | Added |
| CoreCap Advisors, LLC | 27,045 | $1.46M | 0.07% | +27,045 | New |
| M&T Bank Corp | 27,043 | $1.46M | 0.00% | −658−2.4% | Reduced |
| Sequoia Financial Advisors, LLC | 26,971 | $1.45M | 0.02% | +26,971 | New |
| Empire Life Investments Inc. | 26,819 | $1.44M | 0.09% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 26,285 | $1.41M | 0.13% | +50+0.2% | Added |
| Greenland Capital Management LP | 26,000 | $1.40M | 0.25% | +11,000+73.3% | Added |
| Xponance, Inc. | 25,998 | $1.40M | 0.01% | +721+2.9% | Added |
| New York Life Investment Management LLC | 25,805 | $1.39M | 0.01% | −1,480−5.4% | Reduced |
| Jane Street Group, LLC | 25,135 | $1.35M | 0.00% | −54,506−68.4% | Reduced |
| Inceptionr LLC | 25,347 | $1.35M | 0.33% | −4,772−15.8% | Reduced |
| International Assets Investment Management, LLC | 72,536 | $1.35M | 0.01% | +72,536 | New |
| Twinbeech Capital LP | 24,968 | $1.34M | 0.03% | +24,968 | New |
| Principal Securities, Inc. | 24,759 | $1.33M | 0.03% | +786+3.3% | Added |
| Pensionmark Financial Group, LLC | 24,580 | $1.32M | 0.04% | +42+0.2% | Added |
| MML Investors Services, LLC | 23,618 | $1.27M | 0.00% | +1,398+6.3% | Added |
| Metis Global Partners, LLC | 23,178 | $1.25M | 0.04% | +5,324+29.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 22,836 | $1.22M | 0.00% | +8,206+56.1% | Added |
| Federation des caisses Desjardins du Quebec | 21,627 | $1.16M | 0.01% | +6,400+42.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 21,260 | $1.14M | 0.00% | +2,740+14.8% | Added |
| Illinois Municipal Retirement Fund | 20,823 | $1.12M | 0.02% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 20,400 | $1.09M | 0.01% | +2,200+12.1% | Added |
| Neuberger Berman Group LLC | 19,910 | $1.07M | 0.00% | +4,051+25.5% | Added |
| Spirit of America Management Corp | 19,450 | $1.05M | 0.21% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 18,447 | $993.0K | 0.11% | +861+4.9% | Added |
| Creative Planning | 18,335 | $986.9K | 0.00% | +2,307+14.4% | Added |
| Securian Asset Management, Inc | 17,511 | $942.6K | 0.03% | −432−2.4% | Reduced |
| MQS Management LLC | 17,016 | $916.0K | 0.51% | +2,365+16.1% | Added |
| Shell Asset Management Co | 16,474 | $887.0K | 0.04% | +16,474 | New |
| Hennion & Walsh Asset Management, Inc. | 16,067 | $864.9K | 0.04% | +1,938+13.7% | Added |
| DoubleLine ETF Adviser LP | 16,063 | $864.7K | 0.21% | +16,063 | New |
| Mirador Capital Partners LP | 15,875 | $854.6K | 0.15% | +248+1.6% | Added |
| Susquehanna International Group, LLP | 15,852 | $853.3K | 0.00% | −8,760−35.6% | Reduced |
| Crossmark Global Holdings, Inc. | 15,356 | $827.0K | 0.01% | +14+0.1% | Added |
| Cornercap Investment Counsel Inc | 15,209 | $818.7K | 0.24% | +1,180+8.4% | Added |
| JustInvest LLC | 14,941 | $804.3K | 0.01% | +1,514+11.3% | Added |
| Invst, LLC | 14,936 | $804.0K | 0.10% | −217−1.4% | Reduced |
| United Services Automobile Association | 14,921 | $803.2K | 0.02% | −2,885−16.2% | Reduced |
| Penserra Capital Management LLC | 14,441 | $777.0K | 0.02% | −380−2.6% | Reduced |
| Winmill & Co. Inc | 14,000 | $753.6K | 0.25% | 00.0% | Unchanged |
| Magnetar Financial LLC | 13,833 | $744.6K | 0.02% | +13,833 | New |
| FIL Ltd | 13,598 | $732.0K | 0.00% | −4,980−26.8% | Reduced |
| US Bancorp | 13,502 | $726.8K | 0.00% | −2,432−15.3% | Reduced |
| Clearstead Advisors, LLC | 13,390 | $720.8K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 13,325 | $717.1K | 0.00% | +393+3.0% | Added |
| Donoghue Forlines LLC | 12,817 | $689.9K | 0.20% | 00.0% | Unchanged |
| Prudential PLC | 12,783 | $688.1K | 0.00% | +12,783 | New |
| Maryland State Retirement & Pension System | 12,780 | $687.9K | 0.01% | −4,792−27.3% | Reduced |
| Cooper Financial Group | 12,678 | $682.4K | 0.09% | +379+3.1% | Added |
| D.A. Davidson & Co. | 12,581 | $677.2K | 0.01% | +1,561+14.2% | Added |
| TD Private Client Wealth LLC | 12,252 | $659.5K | 0.02% | −44−0.4% | Reduced |
| Pinnacle Associates Ltd | 14,150 | $655.9K | 0.01% | +1,494+11.8% | Added |
| Bridges Investment Management Inc | 11,987 | $645.3K | 0.01% | 00.0% | Unchanged |
| Ossiam | 11,705 | $630.1K | 0.01% | −9,726−45.4% | Reduced |
| The PNC Financial Services Group, Inc. | 11,647 | $627.0K | 0.00% | +514+4.6% | Added |
| Chiron Investment Management, LLC | 11,472 | $617.5K | 0.22% | +11,472 | New |
| Wesbanco Bank Inc | 11,408 | $614.1K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 11,345 | $610.7K | 0.03% | +11,345 | New |
| Atria Investments LLC | 10,791 | $580.9K | 0.01% | −1,960−15.4% | Reduced |
| Man Group plc | 10,716 | $576.8K | 0.00% | +10,716 | New |
| Sanctuary Advisors, LLC | 11,668 | $570.7K | 0.00% | +11,668 | New |
| Presima Inc. | 10,600 | $570.6K | 0.13% | +300+2.9% | Added |
| Virtu Financial LLC | 10,523 | $566.0K | 0.03% | +10,523 | New |
| Norinchukin Bank, The | 10,178 | $547.9K | 0.01% | −88−0.9% | Reduced |
| Sit Investment Associates Inc | 9,950 | $536.0K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 9,881 | $531.9K | 0.01% | −88−0.9% | Reduced |
| ProShare Advisors LLC | 9,817 | $528.4K | 0.00% | −792−7.5% | Reduced |
| Oak Thistle LLC | 9,698 | $522.0K | 0.17% | +4,007+70.4% | Added |
| Carmel Capital Partners, LLC | 9,611 | $517.4K | 0.20% | +395+4.3% | Added |
| 1832 Asset Management L.P. | 9,573 | $515.3K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 9,456 | $509.0K | 0.01% | +1,255+15.3% | Added |
| Aster Capital Management (DIFC) Ltd | 9,243 | $497.6K | 0.11% | +9,243 | New |
| Sherbrooke Park Advisers LLC | 8,921 | $480.2K | 0.11% | +8,921 | New |
| Baird Financial Group, Inc. | 8,898 | $479.0K | 0.00% | +828+10.3% | Added |
| Shelton Capital Management | 8,894 | $478.8K | 0.01% | −268−2.9% | Reduced |
| EP Wealth Advisors, LLC | 8,740 | $470.5K | 0.00% | +8,740 | New |
| Mirae Asset Global Investments Co., Ltd. | 8,732 | $464.8K | 0.00% | +2,253+34.8% | Added |
| Knollwood Investment Advisory, LLC | 8,209 | $441.9K | 0.05% | −3,066−27.2% | Reduced |
| Oddo BHF Asset Management SAS | 8,203 | $441.6K | 0.02% | +8,203 | New |
| Allstate Corp | 8,098 | $435.9K | 0.04% | −6,664−45.1% | Reduced |
| Frank, Rimerman Advisors LLC | 8,038 | $432.7K | 0.03% | +30.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 7,797 | $419.0K | 0.12% | +171+2.2% | Added |
| XML Financial, LLC | 7,303 | $393.1K | 0.04% | +78+1.1% | Added |
| Wedbush Securities Inc | 7,301 | $393.0K | 0.01% | +101+1.4% | Added |
| Gallacher Capital Management LLC | 7,249 | $390.2K | 0.18% | −1,733−19.3% | Reduced |
| Brevan Howard Capital Management LP | 7,110 | $382.7K | 0.02% | −6,926−49.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,077 | $381.0K | 0.02% | +57+0.8% | Added |
| Tower Research Capital LLC (TRC) | 6,987 | $376.1K | 0.01% | −3,060−30.5% | Reduced |
| Impact Partnership Wealth, LLC | 6,979 | $375.7K | 0.08% | +1,050+17.7% | Added |
| Inspire Advisors, LLC | 6,975 | $375.5K | 0.05% | +6,975 | New |
| Nations Financial Group Inc, | 6,859 | $369.2K | 0.03% | +408+6.3% | Added |
| Vanderbilt University | 6,670 | $359.0K | 0.07% | −8,910−57.2% | Reduced |