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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 15,375 | $659.0K | 0.01% | +19+0.1% | Added |
| Bridgefront Capital, LLC | 15,956 | $683.7K | 0.23% | +15,956 | New |
| DoubleLine ETF Adviser LP | 16,190 | $693.7K | 0.19% | +127+0.8% | Added |
| Mirador Capital Partners LP | 16,352 | $700.7K | 0.13% | +477+3.0% | Added |
| Shell Asset Management Co | 16,459 | $705.0K | 0.03% | −15−0.1% | Reduced |
| Securian Asset Management, Inc | 17,096 | $732.6K | 0.02% | −415−2.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 17,516 | $750.5K | 0.00% | −44,940−72.0% | Reduced |
| Cantor Fitzgerald, L. P. | 17,700 | $758.4K | 0.03% | +17,700 | New |
| Intech Investment Management LLC | 17,767 | $761.3K | 0.01% | +17,767 | New |
| Fairtree Asset Management (Pty) Ltd | 17,924 | $768.0K | 0.73% | +17,924 | New |
| Cetera Investment Advisers | 18,608 | $797.4K | 0.00% | −8,599−31.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 18,637 | $798.6K | 0.00% | −2,990−13.8% | Reduced |
| Polymer Capital Management (US) LLC | 19,281 | $826.2K | 0.26% | +19,281 | New |
| Tower Research Capital LLC (TRC) | 19,283 | $826.3K | 0.02% | +12,296+176.0% | Added |
| Spirit of America Management Corp | 19,450 | $833.4K | 0.17% | 00.0% | Unchanged |
| Creative Planning | 19,906 | $853.0K | 0.00% | +1,571+8.6% | Added |
| Erste Asset Management GmbH | 20,400 | $868.6K | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 20,823 | $892.3K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 21,861 | $936.8K | 0.00% | +601+2.8% | Added |
| O'Shaughnessy Asset Management, LLC | 22,087 | $946.4K | 0.01% | −7,453−25.2% | Reduced |
| Federated Hermes, Inc. | 22,261 | $953.9K | 0.00% | −14,659−39.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 22,811 | $977.4K | 0.08% | −5,153−18.4% | Reduced |
| Prudential PLC | 23,737 | $1.02M | 0.01% | +10,954+85.7% | Added |
| New York Life Investment Management LLC | 23,773 | $1.02M | 0.01% | −2,032−7.9% | Reduced |
| Pensionmark Financial Group, LLC | 24,622 | $1.06M | 0.03% | +42+0.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 24,940 | $1.07M | 0.05% | +8,873+55.2% | Added |
| MML Investors Services, LLC | 25,248 | $1.08M | 0.00% | +1,630+6.9% | Added |
| Xponance, Inc. | 25,777 | $1.10M | 0.01% | −221−0.9% | Reduced |
| Metis Global Partners, LLC | 25,815 | $1.11M | 0.03% | +2,637+11.4% | Added |
| Naples Global Advisors, LLC | 26,335 | $1.13M | 0.11% | +50+0.2% | Added |
| Jane Street Group, LLC | 26,648 | $1.14M | 0.00% | +1,513+6.0% | Added |
| M&T Bank Corp | 26,701 | $1.14M | 0.00% | −342−1.3% | Reduced |
| Empire Life Investments Inc. | 27,040 | $1.16M | 0.07% | +221+0.8% | Added |
| Principal Securities, Inc. | 27,430 | $1.18M | 0.03% | +2,671+10.8% | Added |
| Greenland Capital Management LP | 27,975 | $1.20M | 0.24% | +1,975+7.6% | Added |
| National Bank of Canada | 28,000 | $1.20M | 0.00% | +28,000 | New |
| Gotham Asset Management, LLC | 28,099 | $1.20M | 0.01% | −12,431−30.7% | Reduced |
| Pensionfund Sabic | 28,700 | $1.23M | 0.33% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 28,920 | $1.24M | 0.01% | +1,949+7.2% | Added |
| Red Door Wealth Management, LLC | 30,000 | $1.29M | 0.20% | +30,000 | New |
| HighTower Advisors, LLC | 30,981 | $1.33M | 0.00% | −1,633−5.0% | Reduced |
| CoreCap Advisors, LLC | 30,982 | $1.33M | 0.06% | +3,937+14.6% | Added |
| Voya Investment Management LLC | 31,129 | $1.33M | 0.00% | −1,374−4.2% | Reduced |
| Moran Wealth Management, LLC | 31,194 | $1.34M | 0.04% | −316−1.0% | Reduced |
| Lecap Asset Management Ltd | 31,208 | $1.34M | 0.36% | +31,208 | New |
| Natixis | 31,616 | $1.35M | 0.01% | +31,616 | New |
| Nissay Asset Management Corp | 32,122 | $1.37M | 0.01% | +590+1.9% | Added |
| Anson Funds Management LP | 32,090 | $1.38M | 0.17% | +32,090 | New |
| Oak Thistle LLC | 32,280 | $1.38M | 0.41% | +22,582+232.9% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 32,665 | $1.40M | 0.21% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 33,491 | $1.44M | 0.06% | +478+1.4% | Added |
| FIL Ltd | 33,605 | $1.44M | 0.00% | +20,007+147.1% | Added |
| Capital Fund Management S.A. | 36,941 | $1.58M | 0.02% | +36,941 | New |
| Utah Retirement Systems | 37,008 | $1.59M | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 37,724 | $1.62M | 0.21% | +37,724 | New |
| Pallas Capital Advisors LLC | 39,107 | $1.68M | 0.07% | +361+0.9% | Added |
| Campbell & CO Investment Adviser LLC | 40,786 | $1.75M | 0.13% | +7,593+22.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 41,500 | $1.78M | 0.05% | +41,500 | New |
| Ameritas Investment Partners, Inc. | 45,298 | $1.94M | 0.06% | −904−2.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 45,902 | $1.97M | 0.02% | +3,941+9.4% | Added |
| New Mexico Educational Retirement Board | 45,900 | $1.97M | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 45,992 | $1.97M | 0.04% | +464+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 46,690 | $2.00M | 0.01% | −168,824−78.3% | Reduced |
| Coldstream Capital Management Inc | 47,621 | $2.04M | 0.04% | +2,412+5.3% | Added |
| KLP Kapitalforvaltning AS | 49,800 | $2.13M | 0.01% | +49,800 | New |
| Northwestern Mutual Investment Management Company, LLC | 50,261 | $2.15M | 0.05% | +298+0.6% | Added |
| Advisor Group Holdings, Inc. | 50,463 | $2.16M | 0.00% | +8,045+19.0% | Added |
| Brinker Capital Investments, LLC | 50,534 | $2.17M | 0.02% | +370+0.7% | Added |
| Orion Portfolio Solutions, LLC | 50,534 | $2.17M | 0.02% | +370+0.7% | Added |
| Lake Street Financial LLC | 51,342 | $2.20M | 0.35% | +3,636+7.6% | Added |
| IFM Investors Pty Ltd | 51,899 | $2.22M | 0.02% | −105−0.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 52,000 | $2.23M | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 52,117 | $2.23M | 0.01% | +9,308+21.7% | Added |
| Thrivent Financial for Lutherans | 53,212 | $2.28M | 0.00% | +306+0.6% | Added |
| State of Michigan Retirement System | 53,600 | $2.30M | 0.01% | +100+0.2% | Added |
| Pensionfund DSM Netherlands | 53,800 | $2.31M | 1.43% | −17,000−24.0% | Reduced |
| Nomura Holdings Inc | 54,569 | $2.34M | 0.01% | +54,569 | New |
| Graham Capital Management, L.P. | 55,031 | $2.36M | 0.07% | +55,031 | New |
| Los Angeles Capital Management LLC | 55,525 | $2.38M | 0.01% | −1,119−2.0% | Reduced |
| Engineers Gate Manager LP | 56,355 | $2.41M | 0.04% | +51,123+977.1% | Added |
| Bokf, NA | 60,154 | $2.42M | 0.04% | +744+1.3% | Added |
| Panagora Asset Management Inc | 58,559 | $2.51M | 0.01% | −248,838−81.0% | Reduced |
| Louisiana State Employees Retirement System | 62,800 | $2.69M | 0.05% | +400+0.6% | Added |
| UniSuper Management Pty Ltd | 62,900 | $2.70M | 0.02% | −100−0.2% | Reduced |
| Natixis Advisors, L.P. | 62,910 | $2.70M | 0.01% | −8,216−11.6% | Reduced |
| Handelsbanken Fonder AB | 63,934 | $2.74M | 0.01% | −7,100−10.0% | Reduced |
| Arizona State Retirement System | 65,357 | $2.80M | 0.02% | +577+0.9% | Added |
| CIBC World Markets Corp | 65,727 | $2.82M | 0.02% | +6,213+10.4% | Added |
| Teachers Retirement System of the State of Kentucky | 66,860 | $2.87M | 0.03% | −3,470−4.9% | Reduced |
| American Assets Capital Advisers, LLC | 67,766 | $2.90M | 0.97% | −9,725−12.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 68,893 | $2.95M | 0.19% | +68,893 | New |
| Standard Life Aberdeen plc | 70,922 | $3.00M | 0.01% | +24,832+53.9% | Added |
| Bank of Montreal | 70,505 | $3.02M | 0.00% | +11,608+19.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 70,771 | $3.03M | 0.03% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 70,824 | $3.03M | 0.01% | −2,455−3.4% | Reduced |
| Pictet Asset Management Holding SA | 71,746 | $3.07M | 0.00% | +1,354+1.9% | Added |
| WCM Investment Management, LLC | 73,100 | $3.10M | 0.01% | +918+1.3% | Added |
| Teacher Retirement System of Texas | 72,712 | $3.12M | 0.01% | +20,616+39.6% | Added |
| Holocene Advisors, LP | 72,953 | $3.13M | 0.01% | −19,793−21.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 73,211 | $3.14M | 0.21% | +66,718+1,027.5% | Added |