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, Q4 2024
Institutional positions in CubeSmart as of Dec 31, 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
- 459
- +22 vs. Q3 2024
- Shares held
- 219.9M
- +1.96M (+0.9%) vs. Q3 2024
- Total value
- $9.42B
- −$2.31B (−19.7%) vs. Q3 2024
- New holders
- 66
- 170 more added
- Sold out
- 44
- 158 more reduced
12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1 | $43 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $43 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 3 | $129 | 0.00% | −38−92.7% | Reduced |
| New Millennium Group LLC | 5 | $214 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $214 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $215 | 0.00% | +5 | New |
| Transce3nd, LLC | 5 | $226 | 0.00% | +5 | New |
| NewSquare Capital LLC | 10 | $429 | 0.00% | +10 | New |
| Dunhill Financial, LLC | 14 | $618 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $686 | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 16 | $688 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 20 | $857 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 22 | $943 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 23 | $986 | 0.00% | −20−46.5% | Reduced |
| Continuum Advisory, LLC | 26 | $1.11K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 26 | $1.11K | 0.00% | +1+4.0% | Added |
| Sachetta, LLC | 35 | $1.50K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 36 | $1.54K | 0.00% | +36 | New |
| Coppell Advisory Solutions LLC | 38 | $1.61K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 38 | $1.63K | 0.00% | +38 | New |
| Financial Gravity Companies, Inc. | 42 | $1.80K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 50 | $2.14K | 0.00% | +50 | New |
| Sound Income Strategies, LLC | 51 | $2.19K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 73 | $3.00K | 0.00% | −180−71.1% | Reduced |
| Archer Investment Corp | 80 | $3.43K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 85 | $3.64K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 88 | $3.77K | 0.00% | −1,602−94.8% | Reduced |
| Farmers & Merchants Investments Inc | 95 | $4.07K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 103 | $4.41K | 0.00% | +103 | New |
| Harbour Investments, Inc. | 106 | $4.54K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 115 | $4.93K | 0.00% | +62+117.0% | Added |
| Adirondack Trust Co | 116 | $4.97K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 123 | $5.00K | 0.00% | −1,461−92.2% | Reduced |
| Creative Financial Designs Inc | 122 | $5.23K | 0.00% | −9−6.9% | Reduced |
| IFP Advisors, Inc | 132 | $5.65K | 0.00% | +53+67.1% | Added |
| Meeder Asset Management Inc | 151 | $6.47K | 0.00% | +2+1.3% | Added |
| Red Tortoise LLC | 153 | $6.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 156 | $6.68K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 176 | $7.54K | 0.00% | +176 | New |
| Bryn Mawr Trust Co | 181 | $7.76K | 0.00% | −30−14.2% | Reduced |
| Parkside Financial Bank & Trust | 185 | $7.93K | 0.00% | +10+5.7% | Added |
| Heritage Wealth Advisors | 200 | $8.57K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $8.57K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 178 | $8.86K | 0.01% | +178 | New |
| Massmutual Trust Co FSB | 209 | $8.96K | 0.00% | +64+44.1% | Added |
| Central Trust Co | 220 | $9.43K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 238 | $10.2K | 0.00% | +193+428.9% | Added |
| Whittier Trust Co of Nevada Inc | 255 | $10.9K | 0.00% | −86−25.2% | Reduced |
| Smartleaf Asset Management LLC | 269 | $11.4K | 0.00% | +30+12.6% | Added |
| South State Corp. | 300 | $12.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $12.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 310 | $13.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 320 | $13.7K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 326 | $14.0K | 0.00% | +326 | New |
| Farther Finance Advisors, LLC | 329 | $14.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 338 | $14.5K | 0.00% | +14+4.3% | Added |
| Centerpoint Advisors, LLC | 342 | $15.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 362 | $15.5K | 0.00% | +362 | New |
| Lindbrook Capital, LLC | 394 | $16.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 396 | $17.0K | 0.00% | +4+1.0% | Added |
| Aew Capital Management L P | 400 | $17.1K | 0.00% | −900−69.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 400 | $17.1K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 401 | $17.2K | 0.00% | +401 | New |
| Allworth Financial LP | 435 | $17.7K | 0.00% | +7+1.6% | Added |
| Eagle Bay Advisors LLC | 413 | $17.7K | 0.01% | +1+0.2% | Added |
| Bank of New Hampshire | 415 | $17.8K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 472 | $20.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 511 | $21.9K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 521 | $22.3K | 0.00% | −697−57.2% | Reduced |
| Whittier Trust Co | 559 | $23.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 593 | $25.4K | 0.01% | +6+1.0% | Added |
| Parallel Advisors, LLC | 654 | $28.0K | 0.00% | −308−32.0% | Reduced |
| Wiser Advisor Group LLC | 659 | $28.2K | 0.04% | +7+1.1% | Added |
| Jones Financial Companies LLLP | 679 | $29.1K | 0.00% | +389+134.1% | Added |
| Versant Capital Management, Inc | 680 | $29.1K | 0.01% | +673+9,614.3% | Added |
| Global Retirement Partners, LLC | 725 | $31.1K | 0.00% | −19−2.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 735 | $31.5K | 0.00% | −326−30.7% | Reduced |
| Proequities, Inc. | 776 | $31.6K | 0.00% | +196+33.8% | Added |
| SRS Capital Advisors, Inc. | 739 | $31.7K | 0.00% | +559+310.6% | Added |
| Sunbelt Securities, Inc. | 768 | $32.5K | 0.00% | +1+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 834 | $35.7K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 874 | $37.5K | 0.04% | +874 | New |
| Signaturefd, LLC | 884 | $37.9K | 0.00% | +121+15.9% | Added |
| Umb Bank N A | 942 | $40.4K | 0.00% | +351+59.4% | Added |
| HHM Wealth Advisors, LLC | 1,035 | $44.4K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,125 | $46.5K | 0.00% | −55−4.7% | Reduced |
| Huntington National Bank | 1,213 | $52.0K | 0.00% | +915+307.0% | Added |
| Covestor Ltd | 1,283 | $55.0K | 0.03% | −280−17.9% | Reduced |
| Skopos Labs, Inc. | 1,303 | $55.8K | 0.02% | +203+18.5% | Added |
| Quantbot Technologies LP | 1,345 | $57.6K | 0.00% | +1,345 | New |
| Anchor Investment Management, LLC | 1,462 | $62.6K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,579 | $68.0K | 0.00% | +255+19.3% | Added |
| GAMMA Investing LLC | 1,924 | $82.4K | 0.01% | −451−19.0% | Reduced |
| TD Private Client Wealth LLC | 1,971 | $84.5K | 0.00% | −10,281−83.9% | Reduced |
| Venturi Wealth Management, LLC | 2,072 | $88.8K | 0.00% | +1,912+1,195.0% | Added |
| Capital A Wealth Management, LLC | 2,157 | $92.4K | 0.15% | +2,157 | New |
| Fifth Third Bancorp | 2,192 | $93.9K | 0.00% | −336−13.3% | Reduced |
| ZRC Wealth Management, LLC | 2,250 | $96.4K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,395 | $102.6K | 0.01% | +1,047+77.7% | Added |