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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 6,642 | $357.5K | 0.00% | +233+3.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,493 | $349.5K | 0.02% | −34,059−84.0% | Reduced |
| Arkadios Wealth Advisors | 6,298 | $339.0K | 0.02% | +6,298 | New |
| Mutual Advisors, LLC | 6,889 | $338.1K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,271 | $337.6K | 0.02% | +24+0.4% | Added |
| Transcendent Capital Group LLC | 6,258 | $336.9K | 0.17% | +6,258 | New |
| Profund Advisors LLC | 6,139 | $330.5K | 0.01% | −76−1.2% | Reduced |
| TownSquare Capital, LLC | 6,076 | $327.1K | 0.00% | +6,076 | New |
| PEAK6 Investments LLC | 5,993 | $322.6K | 0.02% | +5,993 | New |
| KBC Group NV | 5,867 | $316.0K | 0.00% | −10.0% | Reduced |
| AlphaStar Capital Management, LLC | 5,822 | $313.4K | 0.02% | −1,085−15.7% | Reduced |
| Cerity Partners LLC | 5,768 | $310.5K | 0.00% | +5,768 | New |
| Captrust Financial Advisors | 5,734 | $308.7K | 0.00% | +248+4.5% | Added |
| Lindenwold Advisors | 5,580 | $300.4K | 0.15% | +430+8.3% | Added |
| Deerfield Management Company, L.P. (Series C) | 5,550 | $298.8K | 0.00% | +5,550 | New |
| Meiji Yasuda Asset Management Co Ltd. | 5,541 | $298.3K | 0.01% | −127−2.2% | Reduced |
| Renaissance Group LLC | 5,501 | $296.1K | 0.01% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 5,392 | $290.3K | 0.11% | +5,392 | New |
| Engineers Gate Manager LP | 5,232 | $281.6K | 0.01% | +5,232 | New |
| Rafferty Asset Management, LLC | 5,192 | $279.5K | 0.00% | −359−6.5% | Reduced |
| Kaizen Financial Strategies | 5,181 | $278.9K | 0.16% | 00.0% | Unchanged |
| Colonial Trust Co | 5,232 | $278.5K | 0.04% | +943+22.0% | Added |
| Advisors Asset Management, Inc. | 5,010 | $269.7K | 0.00% | +529+11.8% | Added |
| Raymond James Trust N.A. | 4,991 | $268.7K | 0.01% | −355−6.6% | Reduced |
| Janney Montgomery Scott LLC | 4,952 | $267.0K | 0.00% | +417+9.2% | Added |
| BTS Asset Management, Inc. | 4,949 | $266.4K | 0.25% | +4,949 | New |
| Curtis Advisory Group, LLC | 4,903 | $263.9K | 0.07% | −109−2.2% | Reduced |
| Jump Financial, LLC | 4,758 | $256.1K | 0.01% | −15,029−76.0% | Reduced |
| Greenleaf Trust | 4,748 | $255.6K | 0.00% | +48+1.0% | Added |
| Family Wealth Group, LLC | 4,534 | $244.1K | 0.21% | +4,534 | New |
| SG Americas Securities, LLC | 4,530 | $244.0K | 0.00% | −36,606−89.0% | Reduced |
| Mercer Global Advisors Inc | 4,362 | $231.3K | 0.00% | +4,362 | New |
| Cary Street Partner Investment Advisory LLC | 4,209 | $226.6K | 0.01% | +4,209 | New |
| Stephens Inc | 4,200 | $226.1K | 0.00% | +4,200 | New |
| Harvest Fund Management Co., Ltd | 4,173 | $225.0K | 0.01% | +2,703+183.9% | Added |
| Castle Rock Wealth Management, LLC | 4,417 | $224.1K | 0.05% | +4,417 | New |
| Ci Investments Inc. | 4,068 | $219.0K | 0.00% | −263−6.1% | Reduced |
| Atomi Financial Group, Inc. | 4,066 | $218.9K | 0.01% | +4,066 | New |
| RSM US Wealth Management LLC | 4,024 | $214.6K | 0.00% | +4,024 | New |
| Howard Capital Management Group, LLC | 3,946 | $212.4K | 0.01% | +3,946 | New |
| Simplicity Wealth,LLC | 3,856 | $207.6K | 0.02% | +3,856 | New |
| Veriti Management LLC | 3,795 | $204.3K | 0.01% | +3,795 | New |
| Virtus ETF Advisers LLC | 3,609 | $194.3K | 0.09% | −568−13.6% | Reduced |
| Assetmark, Inc | 3,576 | $192.5K | 0.00% | +161+4.7% | Added |
| Bessemer Group Inc | 3,287 | $177.0K | 0.00% | +67+2.1% | Added |
| GeoWealth Management, LLC | 2,645 | $142.4K | 0.01% | +2,645 | New |
| Exchange Traded Concepts, LLC | 2,610 | $140.5K | 0.00% | −882−25.3% | Reduced |
| Fifth Third Bancorp | 2,528 | $136.1K | 0.00% | +103+4.2% | Added |
| Washington Trust Co | 2,500 | $134.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,375 | $127.8K | 0.01% | +819+52.6% | Added |
| Northwestern Mutual Wealth Management Co | 2,347 | $126.4K | 0.00% | +1,784+316.9% | Added |
| ZRC Wealth Management, LLC | 2,250 | $121.1K | 0.05% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 2,077 | $111.8K | 3.39% | −74,385−97.3% | Reduced |
| Operose Advisors LLC | 1,690 | $91.0K | 0.03% | +1,690 | 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 |
| Anchor Investment Management, LLC | 1,462 | $78.7K | 0.01% | +1,462 | New |
| Quarry LP | 1,371 | $73.8K | 0.02% | +227+19.8% | Added |
| Quadrant Capital Group LLC | 1,348 | $72.6K | 0.01% | +153+12.8% | Added |
| Abich Financial Wealth Management LLC | 1,326 | $71.4K | 0.16% | −115−8.0% | Reduced |
| CWM, LLC | 1,324 | $71.0K | 0.00% | +123+10.2% | Added |
| Aew Capital Management L P | 1,300 | $70.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,218 | $65.6K | 0.01% | +1,218 | New |
| CIBC Private Wealth Group, LLC | 1,180 | $63.5K | 0.00% | +75+6.8% | Added |
| Loomis Sayles & Co L P | 1,163 | $63.0K | 0.00% | +1,127+3,130.6% | Added |
| Skopos Labs, Inc. | 1,100 | $59.2K | 0.02% | +1,100 | New |
| Steward Partners Investment Advisory, LLC | 1,061 | $57.1K | 0.00% | +14+1.3% | Added |
| HHM Wealth Advisors, LLC | 1,035 | $55.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 962 | $51.8K | 0.00% | +425+79.1% | Added |
| Alpine Bank Wealth Management | 907 | $48.8K | 0.01% | +907 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 834 | $44.9K | 0.00% | +40+5.0% | Added |
| FinTrust Capital Advisors, LLC | 821 | $44.2K | 0.01% | +45+5.8% | Added |
| Catalyst Funds Management Pty Ltd | 800 | $43.1K | 0.01% | −400−33.3% | Reduced |
| Sunbelt Securities, Inc. | 767 | $41.3K | 0.00% | −1,818−70.3% | Reduced |
| Signaturefd, LLC | 763 | $41.1K | 0.00% | −6−0.8% | Reduced |
| Global Retirement Partners, LLC | 744 | $40.0K | 0.00% | −119−13.8% | Reduced |
| Wiser Advisor Group LLC | 652 | $35.1K | 0.05% | +6+0.9% | Added |
| Peterson Financial Group, Inc. | 609 | $32.8K | 0.13% | +609 | New |
| Umb Bank N A | 591 | $31.8K | 0.00% | +444+302.0% | Added |
| Rise Advisors, LLC | 587 | $31.6K | 0.02% | +6+1.0% | Added |
| Proequities, Inc. | 580 | $31.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 559 | $30.1K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 511 | $27.5K | 0.00% | −30−5.5% | Reduced |
| Montag A & Associates Inc | 472 | $25.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 428 | $23.0K | 0.00% | −56−11.6% | Reduced |
| Bank of New Hampshire | 415 | $22.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 412 | $22.2K | 0.01% | +2+0.5% | Added |
| Syntax Research, Inc. | 409 | $22.0K | 0.01% | −69,639−99.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 400 | $21.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 394 | $21.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 392 | $21.1K | 0.00% | +278+243.9% | Added |
| Whittier Trust Co of Nevada Inc | 341 | $18.4K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 342 | $18.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 329 | $17.7K | 0.00% | +18+5.8% | Added |
| Geneos Wealth Management Inc. | 324 | $17.4K | 0.00% | +24+8.0% | Added |
| Ronald Blue Trust, Inc. | 386 | $17.4K | 0.00% | +270+232.8% | Added |
| Riverview Trust Co | 320 | $17.2K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 310 | $16.7K | 0.00% | −173−35.8% | 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 |