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 |
|---|---|---|---|---|---|
| Huntington National Bank | 298 | $16.0K | 0.00% | −63−17.5% | Reduced |
| Jones Financial Companies LLLP | 290 | $15.4K | 0.00% | +250+625.0% | Added |
| Capital Advisors, Ltd. LLC | 253 | $14.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 239 | $12.7K | 0.00% | +178+291.8% | Added |
| Central Trust Co | 220 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 211 | $11.4K | 0.00% | +211 | New |
| 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 |
| SRS Capital Advisors, Inc. | 180 | $9.69K | 0.00% | +43+31.4% | Added |
| Parkside Financial Bank & Trust | 175 | $9.42K | 0.00% | +6+3.6% | Added |
| Jaffetilchin Investment Partners, LLC | 167 | $8.99K | 0.00% | +167 | New |
| Golden State Equity Partners | 161 | $8.67K | 0.00% | +161 | New |
| Venturi Wealth Management, LLC | 160 | $8.61K | 0.00% | +52+48.1% | Added |
| Bell Investment Advisors, Inc | 156 | $8.40K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 153 | $8.24K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 149 | $8.02K | 0.00% | +9+6.4% | Added |
| Massmutual Trust Co FSB | 145 | $7.80K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 131 | $7.04K | 0.00% | +2+1.6% | Added |
| ClariVest Asset Management LLC | 139 | $6.28K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 116 | $6.24K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 119 | $6.00K | 0.00% | −70−37.0% | Reduced |
| Harbour Investments, Inc. | 106 | $5.71K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 95 | $5.11K | 0.00% | −5−5.0% | Reduced |
| PSI Advisors, LLC | 85 | $4.58K | 0.00% | −1,125−93.0% | Reduced |
| Archer Investment Corp | 80 | $4.31K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 79 | $4.26K | 0.00% | −1,305−94.3% | Reduced |
| Capital Performance Advisors LLP | 55 | $2.96K | 0.00% | +55 | New |
| EverSource Wealth Advisors, LLC | 53 | $2.85K | 0.00% | +12+29.3% | Added |
| Sound Income Strategies, LLC | 51 | $2.75K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 45 | $2.42K | 0.00% | +45 | New |
| First Horizon Advisors, Inc. | 43 | $2.31K | 0.00% | −40−48.2% | Reduced |
| Financial Gravity Companies, Inc. | 42 | $2.26K | 0.00% | +42 | New |
| AdvisorNet Financial, Inc | 41 | $2.21K | 0.00% | +5+13.9% | Added |
| Coppell Advisory Solutions LLC | 38 | $2.02K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 35 | $1.89K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 25 | $1.35K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 26 | $1.25K | 0.00% | −2−7.1% | Reduced |
| Financial Management Professionals, Inc. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 20 | $959 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $861 | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 16 | $860 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $776 | 0.00% | +14 | New |
| Versant Capital Management, Inc | 7 | $377 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $286 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $269 | 0.00% | +5 | New |
| First Personal Financial Services | 3 | $162 | 0.00% | +3 | New |
| Mendota Financial Group, LLC | 3 | $162 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 1 | $54 | 0.00% | 00.0% | Unchanged |
| 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 |