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 |
|---|---|---|---|---|---|
| Washington Trust Co | 2,500 | $107.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2,421 | $120.8K | 0.02% | −2,811−53.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,918 | $125.0K | 0.00% | +571+24.3% | Added |
| GeoWealth Management, LLC | 3,074 | $131.7K | 0.00% | +429+16.2% | Added |
| Exchange Traded Concepts, LLC | 3,153 | $135.1K | 0.00% | +543+20.8% | Added |
| Virtus ETF Advisers LLC | 3,279 | $140.5K | 0.06% | −330−9.1% | Reduced |
| Bessemer Group Inc | 3,466 | $149.0K | 0.00% | +179+5.4% | Added |
| Assetmark, Inc | 3,647 | $156.3K | 0.00% | +71+2.0% | Added |
| GF Fund Management Co. Ltd. | 4,092 | $175.3K | 0.00% | +4,092 | New |
| Kapitalo Investimentos Ltda | 4,220 | $180.8K | 0.12% | +4,220 | New |
| Ci Investments Inc. | 4,391 | $188.0K | 0.00% | +323+7.9% | Added |
| Greenleaf Trust | 4,762 | $204.1K | 0.00% | +14+0.3% | Added |
| Kaizen Financial Strategies | 4,782 | $204.9K | 0.12% | −399−7.7% | Reduced |
| Fox Run Management, L.L.C. | 4,798 | $205.6K | 0.04% | +4,798 | New |
| Kestra Advisory Services, LLC | 4,871 | $208.7K | 0.00% | +4,871 | New |
| Virtu Financial LLC | 4,967 | $213.0K | 0.01% | −5,556−52.8% | Reduced |
| Weiss Asset Management LP | 5,131 | $219.9K | 0.01% | +5,131 | New |
| Stevens Capital Management LP | 5,129 | $220.0K | 0.09% | +5,129 | New |
| Rafferty Asset Management, LLC | 5,165 | $221.3K | 0.00% | −27−0.5% | Reduced |
| Quarry LP | 5,196 | $222.6K | 0.04% | +3,825+279.0% | Added |
| Renaissance Group LLC | 5,276 | $223.5K | 0.01% | −225−4.1% | Reduced |
| Total Wealth Planning & Management, Inc. | 5,349 | $229.2K | 0.23% | +5,349 | New |
| Everence Capital Management Inc | 5,380 | $231.0K | 0.02% | +5,380 | New |
| Profund Advisors LLC | 5,405 | $231.6K | 0.01% | −734−12.0% | Reduced |
| Captrust Financial Advisors | 5,460 | $234.0K | 0.00% | −274−4.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,541 | $237.4K | 0.01% | 00.0% | Unchanged |
| Papamarkou Wellner Asset Management inc. | 5,800 | $248.5K | 0.17% | +5,800 | New |
| Cerity Partners LLC | 5,059 | $250.8K | 0.00% | −709−12.3% | Reduced |
| PharVision Advisers, LLC | 6,094 | $261.1K | 0.22% | +6,094 | New |
| Mirae Asset Global Investments Co., Ltd. | 6,284 | $267.6K | 0.00% | −2,448−28.0% | Reduced |
| Wedbush Securities Inc | 6,382 | $273.0K | 0.01% | −919−12.6% | Reduced |
| Mutual Advisors, LLC | 6,640 | $275.5K | 0.01% | −249−3.6% | Reduced |
| Vident Advisory, LLC | 6,454 | $276.6K | 0.00% | −3,427−34.7% | Reduced |
| Two Sigma Securities, LLC | 6,572 | $281.6K | 0.05% | +6,572 | New |
| FORA Capital, LLC | 6,630 | $284.1K | 0.03% | +6,630 | New |
| Advisors Asset Management, Inc. | 6,733 | $288.5K | 0.01% | +1,723+34.4% | Added |
| TownSquare Capital, LLC | 6,777 | $290.4K | 0.00% | +701+11.5% | Added |
| Gallacher Capital Management LLC | 6,806 | $291.6K | 0.14% | −443−6.1% | Reduced |
| Nations Financial Group Inc, | 6,848 | $293.4K | 0.02% | −11−0.2% | Reduced |
| CIBC Asset Management Inc | 6,984 | $299.3K | 0.00% | +342+5.1% | Added |
| Dynamic Technology Lab Private Ltd | 7,000 | $300.0K | 0.05% | +7,000 | New |
| XML Financial, LLC | 7,128 | $305.4K | 0.03% | −175−2.4% | Reduced |
| Inceptionr LLC | 7,245 | $310.4K | 0.07% | −18,102−71.4% | Reduced |
| Walleye Capital LLC | 7,340 | $314.5K | 0.00% | +7,340 | New |
| Sherbrooke Park Advisers LLC | 7,531 | $322.7K | 0.10% | −1,390−15.6% | Reduced |
| Belpointe Asset Management LLC | 6,271 | $325.1K | 0.02% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 7,671 | $328.7K | 0.14% | +7,671 | New |
| Arkadios Wealth Advisors | 7,713 | $330.5K | 0.02% | +1,415+22.5% | Added |
| Centiva Capital, LP | 7,998 | $342.7K | 0.01% | −3,347−29.5% | Reduced |
| Frank, Rimerman Advisors LLC | 8,038 | $344.4K | 0.03% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 8,167 | $350.0K | 0.02% | +1,090+15.4% | Added |
| Knollwood Investment Advisory, LLC | 8,209 | $351.8K | 0.04% | 00.0% | Unchanged |
| IFG Advisory, LLC | 8,465 | $362.7K | 0.02% | +8,465 | New |
| Shelton Capital Management | 8,499 | $364.2K | 0.01% | −395−4.4% | Reduced |
| Sanctuary Advisors, LLC | 8,937 | $375.1K | 0.00% | −2,731−23.4% | Reduced |
| D. E. Shaw & Co., Inc. | 8,841 | $378.8K | 0.00% | +8,841 | New |
| KBC Group NV | 9,068 | $389.0K | 0.00% | +3,201+54.6% | Added |
| EP Wealth Advisors, LLC | 9,127 | $391.1K | 0.00% | +387+4.4% | Added |
| Atria Investments LLC | 9,211 | $394.7K | 0.00% | −1,580−14.6% | Reduced |
| Impact Partnership Wealth, LLC | 9,427 | $403.9K | 0.08% | +2,448+35.1% | Added |
| Jain Global LLC | 9,535 | $408.6K | 0.01% | +9,535 | New |
| QRG Capital Management, Inc. | 9,798 | $419.9K | 0.00% | +342+3.6% | Added |
| Sit Investment Associates Inc | 9,950 | $426.0K | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 9,996 | $428.3K | 0.01% | −182−1.8% | Reduced |
| Carmel Capital Partners, LLC | 10,044 | $430.4K | 0.17% | +433+4.5% | Added |
| 1832 Asset Management L.P. | 10,138 | $434.4K | 0.00% | +565+5.9% | Added |
| Lindenwold Advisors | 10,318 | $442.1K | 0.24% | +4,738+84.9% | Added |
| Entropy Technologies, LP | 10,382 | $444.9K | 0.05% | +10,382 | New |
| Syntax Research, Inc. | 10,412 | $446.2K | 0.32% | +10,003+2,445.7% | Added |
| Landscape Capital Management, L.L.C. | 10,418 | $446.4K | 0.05% | −23,758−69.5% | Reduced |
| Man Group plc | 10,420 | $446.5K | 0.00% | −296−2.8% | Reduced |
| ProShare Advisors LLC | 10,581 | $453.4K | 0.00% | +764+7.8% | Added |
| Ossiam | 10,787 | $462.2K | 0.01% | −918−7.8% | Reduced |
| JustInvest LLC | 11,289 | $483.8K | 0.01% | −3,652−24.4% | Reduced |
| Wesbanco Bank Inc | 11,433 | $489.9K | 0.02% | +25+0.2% | Added |
| Brevan Howard Capital Management LP | 11,609 | $497.4K | 0.01% | +4,499+63.3% | Added |
| The PNC Financial Services Group, Inc. | 11,620 | $497.9K | 0.00% | −27−0.2% | Reduced |
| Mercer Global Advisors Inc | 11,935 | $511.4K | 0.00% | +7,573+173.6% | Added |
| Aster Capital Management (DIFC) Ltd | 12,038 | $515.8K | 0.20% | +2,795+30.2% | Added |
| Boothbay Fund Management, LLC | 12,039 | $515.9K | 0.02% | +12,039 | New |
| Susquehanna International Group, LLP | 12,108 | $518.8K | 0.00% | −3,744−23.6% | Reduced |
| Versor Investments LP | 12,505 | $535.8K | 0.09% | +12,505 | New |
| Pinnacle Associates Ltd | 12,511 | $536.1K | 0.01% | −1,639−11.6% | Reduced |
| Cooper Financial Group | 12,595 | $539.7K | 0.06% | −83−0.7% | Reduced |
| US Bancorp | 12,609 | $540.3K | 0.00% | −893−6.6% | Reduced |
| Maryland State Retirement & Pension System | 12,780 | $547.6K | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 12,841 | $550.2K | 0.02% | +4,743+58.6% | Added |
| Invst, LLC | 13,287 | $569.3K | 0.07% | −1,649−11.0% | Reduced |
| Clearstead Advisors, LLC | 13,390 | $573.8K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 13,448 | $576.2K | 0.00% | +867+6.9% | Added |
| Mariner, LLC | 13,653 | $585.0K | 0.00% | +328+2.5% | Added |
| Penserra Capital Management LLC | 13,793 | $591.0K | 0.01% | −648−4.5% | Reduced |
| Winmill & Co. Inc | 14,000 | $599.9K | 0.19% | 00.0% | Unchanged |
| Magnetar Financial LLC | 14,153 | $606.5K | 0.01% | +320+2.3% | Added |
| Bridges Investment Management Inc | 14,180 | $607.6K | 0.01% | +2,193+18.3% | Added |
| Cornercap Investment Counsel Inc | 14,623 | $626.6K | 0.20% | −586−3.9% | Reduced |
| Neuberger Berman Group LLC | 14,918 | $639.2K | 0.00% | −4,992−25.1% | Reduced |
| United Services Automobile Association | 14,921 | $639.4K | 0.02% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 15,187 | $651.0K | 0.00% | −7,649−33.5% | Reduced |
| Oddo BHF Asset Management SAS | 15,208 | $651.7K | 0.03% | +7,005+85.4% | Added |