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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 45,298 | $1.94M | 0.06% | −904−2.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 41,500 | $1.78M | 0.05% | +41,500 | New |
| Campbell & CO Investment Adviser LLC | 40,786 | $1.75M | 0.13% | +7,593+22.9% | Added |
| Pallas Capital Advisors LLC | 39,107 | $1.68M | 0.07% | +361+0.9% | Added |
| Quest Partners LLC | 37,724 | $1.62M | 0.21% | +37,724 | New |
| Utah Retirement Systems | 37,008 | $1.59M | 0.02% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 36,941 | $1.58M | 0.02% | +36,941 | New |
| FIL Ltd | 33,605 | $1.44M | 0.00% | +20,007+147.1% | Added |
| Harbor Capital Advisors, Inc. | 33,491 | $1.44M | 0.06% | +478+1.4% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 32,665 | $1.40M | 0.21% | 00.0% | Unchanged |
| Oak Thistle LLC | 32,280 | $1.38M | 0.41% | +22,582+232.9% | Added |
| Anson Funds Management LP | 32,090 | $1.38M | 0.17% | +32,090 | New |
| Nissay Asset Management Corp | 32,122 | $1.37M | 0.01% | +590+1.9% | Added |
| Natixis | 31,616 | $1.35M | 0.01% | +31,616 | New |
| Lecap Asset Management Ltd | 31,208 | $1.34M | 0.36% | +31,208 | New |
| Moran Wealth Management, LLC | 31,194 | $1.34M | 0.04% | −316−1.0% | Reduced |
| Voya Investment Management LLC | 31,129 | $1.33M | 0.00% | −1,374−4.2% | Reduced |
| CoreCap Advisors, LLC | 30,982 | $1.33M | 0.06% | +3,937+14.6% | Added |
| HighTower Advisors, LLC | 30,981 | $1.33M | 0.00% | −1,633−5.0% | Reduced |
| Red Door Wealth Management, LLC | 30,000 | $1.29M | 0.20% | +30,000 | New |
| Sequoia Financial Advisors, LLC | 28,920 | $1.24M | 0.01% | +1,949+7.2% | Added |
| Pensionfund Sabic | 28,700 | $1.23M | 0.33% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 28,099 | $1.20M | 0.01% | −12,431−30.7% | Reduced |
| National Bank of Canada | 28,000 | $1.20M | 0.00% | +28,000 | New |
| Greenland Capital Management LP | 27,975 | $1.20M | 0.24% | +1,975+7.6% | Added |
| Principal Securities, Inc. | 27,430 | $1.18M | 0.03% | +2,671+10.8% | Added |
| Empire Life Investments Inc. | 27,040 | $1.16M | 0.07% | +221+0.8% | Added |
| M&T Bank Corp | 26,701 | $1.14M | 0.00% | −342−1.3% | Reduced |
| Jane Street Group, LLC | 26,648 | $1.14M | 0.00% | +1,513+6.0% | Added |
| Naples Global Advisors, LLC | 26,335 | $1.13M | 0.11% | +50+0.2% | Added |
| Metis Global Partners, LLC | 25,815 | $1.11M | 0.03% | +2,637+11.4% | Added |
| Xponance, Inc. | 25,777 | $1.10M | 0.01% | −221−0.9% | Reduced |
| MML Investors Services, LLC | 25,248 | $1.08M | 0.00% | +1,630+6.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 24,940 | $1.07M | 0.05% | +8,873+55.2% | Added |
| Pensionmark Financial Group, LLC | 24,622 | $1.06M | 0.03% | +42+0.2% | Added |
| New York Life Investment Management LLC | 23,773 | $1.02M | 0.01% | −2,032−7.9% | Reduced |
| Prudential PLC | 23,737 | $1.02M | 0.01% | +10,954+85.7% | Added |
| Mount Yale Investment Advisors, LLC | 22,811 | $977.4K | 0.08% | −5,153−18.4% | Reduced |
| Federated Hermes, Inc. | 22,261 | $953.9K | 0.00% | −14,659−39.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 22,087 | $946.4K | 0.01% | −7,453−25.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 21,861 | $936.8K | 0.00% | +601+2.8% | Added |
| Illinois Municipal Retirement Fund | 20,823 | $892.3K | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 20,400 | $868.6K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 19,906 | $853.0K | 0.00% | +1,571+8.6% | Added |
| Spirit of America Management Corp | 19,450 | $833.4K | 0.17% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 19,283 | $826.3K | 0.02% | +12,296+176.0% | Added |
| Polymer Capital Management (US) LLC | 19,281 | $826.2K | 0.26% | +19,281 | New |
| Federation des caisses Desjardins du Quebec | 18,637 | $798.6K | 0.00% | −2,990−13.8% | Reduced |
| Cetera Investment Advisers | 18,608 | $797.4K | 0.00% | −8,599−31.6% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 17,924 | $768.0K | 0.73% | +17,924 | New |
| Intech Investment Management LLC | 17,767 | $761.3K | 0.01% | +17,767 | New |
| Cantor Fitzgerald, L. P. | 17,700 | $758.4K | 0.03% | +17,700 | New |
| Wealth Enhancement Advisory Services, LLC | 17,516 | $750.5K | 0.00% | −44,940−72.0% | Reduced |
| Securian Asset Management, Inc | 17,096 | $732.6K | 0.02% | −415−2.4% | Reduced |
| Shell Asset Management Co | 16,459 | $705.0K | 0.03% | −15−0.1% | Reduced |
| Mirador Capital Partners LP | 16,352 | $700.7K | 0.13% | +477+3.0% | Added |
| DoubleLine ETF Adviser LP | 16,190 | $693.7K | 0.19% | +127+0.8% | Added |
| Bridgefront Capital, LLC | 15,956 | $683.7K | 0.23% | +15,956 | New |
| Crossmark Global Holdings, Inc. | 15,375 | $659.0K | 0.01% | +19+0.1% | Added |
| Oddo BHF Asset Management SAS | 15,208 | $651.7K | 0.03% | +7,005+85.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 15,187 | $651.0K | 0.00% | −7,649−33.5% | Reduced |
| United Services Automobile Association | 14,921 | $639.4K | 0.02% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 14,918 | $639.2K | 0.00% | −4,992−25.1% | Reduced |
| Cornercap Investment Counsel Inc | 14,623 | $626.6K | 0.20% | −586−3.9% | Reduced |
| Bridges Investment Management Inc | 14,180 | $607.6K | 0.01% | +2,193+18.3% | Added |
| Magnetar Financial LLC | 14,153 | $606.5K | 0.01% | +320+2.3% | Added |
| Winmill & Co. Inc | 14,000 | $599.9K | 0.19% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 13,793 | $591.0K | 0.01% | −648−4.5% | Reduced |
| Mariner, LLC | 13,653 | $585.0K | 0.00% | +328+2.5% | Added |
| D.A. Davidson & Co. | 13,448 | $576.2K | 0.00% | +867+6.9% | Added |
| Clearstead Advisors, LLC | 13,390 | $573.8K | 0.01% | 00.0% | Unchanged |
| Invst, LLC | 13,287 | $569.3K | 0.07% | −1,649−11.0% | Reduced |
| Allstate Corp | 12,841 | $550.2K | 0.02% | +4,743+58.6% | Added |
| Maryland State Retirement & Pension System | 12,780 | $547.6K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 12,609 | $540.3K | 0.00% | −893−6.6% | Reduced |
| Cooper Financial Group | 12,595 | $539.7K | 0.06% | −83−0.7% | Reduced |
| Pinnacle Associates Ltd | 12,511 | $536.1K | 0.01% | −1,639−11.6% | Reduced |
| Versor Investments LP | 12,505 | $535.8K | 0.09% | +12,505 | New |
| Susquehanna International Group, LLP | 12,108 | $518.8K | 0.00% | −3,744−23.6% | Reduced |
| Boothbay Fund Management, LLC | 12,039 | $515.9K | 0.02% | +12,039 | New |
| Aster Capital Management (DIFC) Ltd | 12,038 | $515.8K | 0.20% | +2,795+30.2% | Added |
| Mercer Global Advisors Inc | 11,935 | $511.4K | 0.00% | +7,573+173.6% | Added |
| The PNC Financial Services Group, Inc. | 11,620 | $497.9K | 0.00% | −27−0.2% | Reduced |
| Brevan Howard Capital Management LP | 11,609 | $497.4K | 0.01% | +4,499+63.3% | Added |
| Wesbanco Bank Inc | 11,433 | $489.9K | 0.02% | +25+0.2% | Added |
| JustInvest LLC | 11,289 | $483.8K | 0.01% | −3,652−24.4% | Reduced |
| Ossiam | 10,787 | $462.2K | 0.01% | −918−7.8% | Reduced |
| ProShare Advisors LLC | 10,581 | $453.4K | 0.00% | +764+7.8% | Added |
| Man Group plc | 10,420 | $446.5K | 0.00% | −296−2.8% | Reduced |
| Landscape Capital Management, L.L.C. | 10,418 | $446.4K | 0.05% | −23,758−69.5% | Reduced |
| Syntax Research, Inc. | 10,412 | $446.2K | 0.32% | +10,003+2,445.7% | Added |
| Entropy Technologies, LP | 10,382 | $444.9K | 0.05% | +10,382 | New |
| Lindenwold Advisors | 10,318 | $442.1K | 0.24% | +4,738+84.9% | Added |
| 1832 Asset Management L.P. | 10,138 | $434.4K | 0.00% | +565+5.9% | Added |
| Carmel Capital Partners, LLC | 10,044 | $430.4K | 0.17% | +433+4.5% | Added |
| Norinchukin Bank, The | 9,996 | $428.3K | 0.01% | −182−1.8% | Reduced |
| Sit Investment Associates Inc | 9,950 | $426.0K | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 9,798 | $419.9K | 0.00% | +342+3.6% | Added |
| Jain Global LLC | 9,535 | $408.6K | 0.01% | +9,535 | New |
| Impact Partnership Wealth, LLC | 9,427 | $403.9K | 0.08% | +2,448+35.1% | Added |