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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 9,211 | $394.7K | 0.00% | −1,580−14.6% | Reduced |
| EP Wealth Advisors, LLC | 9,127 | $391.1K | 0.00% | +387+4.4% | Added |
| KBC Group NV | 9,068 | $389.0K | 0.00% | +3,201+54.6% | Added |
| D. E. Shaw & Co., Inc. | 8,841 | $378.8K | 0.00% | +8,841 | New |
| Sanctuary Advisors, LLC | 8,937 | $375.1K | 0.00% | −2,731−23.4% | Reduced |
| Shelton Capital Management | 8,499 | $364.2K | 0.01% | −395−4.4% | Reduced |
| IFG Advisory, LLC | 8,465 | $362.7K | 0.02% | +8,465 | New |
| Knollwood Investment Advisory, LLC | 8,209 | $351.8K | 0.04% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 8,167 | $350.0K | 0.02% | +1,090+15.4% | Added |
| Frank, Rimerman Advisors LLC | 8,038 | $344.4K | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 7,998 | $342.7K | 0.01% | −3,347−29.5% | Reduced |
| Arkadios Wealth Advisors | 7,713 | $330.5K | 0.02% | +1,415+22.5% | Added |
| Farringdon Capital, Ltd. | 7,671 | $328.7K | 0.14% | +7,671 | New |
| Belpointe Asset Management LLC | 6,271 | $325.1K | 0.02% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 7,531 | $322.7K | 0.10% | −1,390−15.6% | Reduced |
| Walleye Capital LLC | 7,340 | $314.5K | 0.00% | +7,340 | New |
| Inceptionr LLC | 7,245 | $310.4K | 0.07% | −18,102−71.4% | Reduced |
| XML Financial, LLC | 7,128 | $305.4K | 0.03% | −175−2.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,000 | $300.0K | 0.05% | +7,000 | New |
| CIBC Asset Management Inc | 6,984 | $299.3K | 0.00% | +342+5.1% | Added |
| Nations Financial Group Inc, | 6,848 | $293.4K | 0.02% | −11−0.2% | Reduced |
| Gallacher Capital Management LLC | 6,806 | $291.6K | 0.14% | −443−6.1% | Reduced |
| TownSquare Capital, LLC | 6,777 | $290.4K | 0.00% | +701+11.5% | Added |
| Advisors Asset Management, Inc. | 6,733 | $288.5K | 0.01% | +1,723+34.4% | Added |
| FORA Capital, LLC | 6,630 | $284.1K | 0.03% | +6,630 | New |
| Two Sigma Securities, LLC | 6,572 | $281.6K | 0.05% | +6,572 | New |
| Vident Advisory, LLC | 6,454 | $276.6K | 0.00% | −3,427−34.7% | Reduced |
| Mutual Advisors, LLC | 6,640 | $275.5K | 0.01% | −249−3.6% | Reduced |
| Wedbush Securities Inc | 6,382 | $273.0K | 0.01% | −919−12.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,284 | $267.6K | 0.00% | −2,448−28.0% | Reduced |
| PharVision Advisers, LLC | 6,094 | $261.1K | 0.22% | +6,094 | New |
| Cerity Partners LLC | 5,059 | $250.8K | 0.00% | −709−12.3% | Reduced |
| Papamarkou Wellner Asset Management inc. | 5,800 | $248.5K | 0.17% | +5,800 | New |
| Meiji Yasuda Asset Management Co Ltd. | 5,541 | $237.4K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,460 | $234.0K | 0.00% | −274−4.8% | Reduced |
| Profund Advisors LLC | 5,405 | $231.6K | 0.01% | −734−12.0% | Reduced |
| Everence Capital Management Inc | 5,380 | $231.0K | 0.02% | +5,380 | New |
| Total Wealth Planning & Management, Inc. | 5,349 | $229.2K | 0.23% | +5,349 | New |
| Renaissance Group LLC | 5,276 | $223.5K | 0.01% | −225−4.1% | Reduced |
| Quarry LP | 5,196 | $222.6K | 0.04% | +3,825+279.0% | Added |
| Rafferty Asset Management, LLC | 5,165 | $221.3K | 0.00% | −27−0.5% | Reduced |
| Stevens Capital Management LP | 5,129 | $220.0K | 0.09% | +5,129 | New |
| Weiss Asset Management LP | 5,131 | $219.9K | 0.01% | +5,131 | New |
| Virtu Financial LLC | 4,967 | $213.0K | 0.01% | −5,556−52.8% | Reduced |
| Kestra Advisory Services, LLC | 4,871 | $208.7K | 0.00% | +4,871 | New |
| Fox Run Management, L.L.C. | 4,798 | $205.6K | 0.04% | +4,798 | New |
| Kaizen Financial Strategies | 4,782 | $204.9K | 0.12% | −399−7.7% | Reduced |
| Greenleaf Trust | 4,762 | $204.1K | 0.00% | +14+0.3% | Added |
| Ci Investments Inc. | 4,391 | $188.0K | 0.00% | +323+7.9% | Added |
| Kapitalo Investimentos Ltda | 4,220 | $180.8K | 0.12% | +4,220 | New |
| GF Fund Management Co. Ltd. | 4,092 | $175.3K | 0.00% | +4,092 | New |
| Assetmark, Inc | 3,647 | $156.3K | 0.00% | +71+2.0% | Added |
| Bessemer Group Inc | 3,466 | $149.0K | 0.00% | +179+5.4% | Added |
| Virtus ETF Advisers LLC | 3,279 | $140.5K | 0.06% | −330−9.1% | Reduced |
| Exchange Traded Concepts, LLC | 3,153 | $135.1K | 0.00% | +543+20.8% | Added |
| GeoWealth Management, LLC | 3,074 | $131.7K | 0.00% | +429+16.2% | Added |
| Northwestern Mutual Wealth Management Co | 2,918 | $125.0K | 0.00% | +571+24.3% | Added |
| Colonial Trust Co | 2,421 | $120.8K | 0.02% | −2,811−53.7% | Reduced |
| Washington Trust Co | 2,500 | $107.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,395 | $102.6K | 0.01% | +1,047+77.7% | Added |
| ZRC Wealth Management, LLC | 2,250 | $96.4K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,192 | $93.9K | 0.00% | −336−13.3% | Reduced |
| Capital A Wealth Management, LLC | 2,157 | $92.4K | 0.15% | +2,157 | New |
| Venturi Wealth Management, LLC | 2,072 | $88.8K | 0.00% | +1,912+1,195.0% | Added |
| TD Private Client Wealth LLC | 1,971 | $84.5K | 0.00% | −10,281−83.9% | Reduced |
| GAMMA Investing LLC | 1,924 | $82.4K | 0.01% | −451−19.0% | Reduced |
| CWM, LLC | 1,579 | $68.0K | 0.00% | +255+19.3% | Added |
| Anchor Investment Management, LLC | 1,462 | $62.6K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,345 | $57.6K | 0.00% | +1,345 | New |
| Skopos Labs, Inc. | 1,303 | $55.8K | 0.02% | +203+18.5% | Added |
| Covestor Ltd | 1,283 | $55.0K | 0.03% | −280−17.9% | Reduced |
| Huntington National Bank | 1,213 | $52.0K | 0.00% | +915+307.0% | Added |
| CIBC Private Wealth Group, LLC | 1,125 | $46.5K | 0.00% | −55−4.7% | Reduced |
| HHM Wealth Advisors, LLC | 1,035 | $44.4K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 942 | $40.4K | 0.00% | +351+59.4% | Added |
| Signaturefd, LLC | 884 | $37.9K | 0.00% | +121+15.9% | Added |
| Caitong International Asset Management Co., Ltd | 874 | $37.5K | 0.04% | +874 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 834 | $35.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 768 | $32.5K | 0.00% | +1+0.1% | Added |
| SRS Capital Advisors, Inc. | 739 | $31.7K | 0.00% | +559+310.6% | Added |
| Proequities, Inc. | 776 | $31.6K | 0.00% | +196+33.8% | Added |
| Steward Partners Investment Advisory, LLC | 735 | $31.5K | 0.00% | −326−30.7% | Reduced |
| Global Retirement Partners, LLC | 725 | $31.1K | 0.00% | −19−2.6% | Reduced |
| Versant Capital Management, Inc | 680 | $29.1K | 0.01% | +673+9,614.3% | Added |
| Jones Financial Companies LLLP | 679 | $29.1K | 0.00% | +389+134.1% | Added |
| Wiser Advisor Group LLC | 659 | $28.2K | 0.04% | +7+1.1% | Added |
| Parallel Advisors, LLC | 654 | $28.0K | 0.00% | −308−32.0% | Reduced |
| Rise Advisors, LLC | 593 | $25.4K | 0.01% | +6+1.0% | Added |
| Whittier Trust Co | 559 | $23.9K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 521 | $22.3K | 0.00% | −697−57.2% | Reduced |
| Mather Group, LLC. | 511 | $21.9K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 472 | $20.2K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 415 | $17.8K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 413 | $17.7K | 0.01% | +1+0.2% | Added |
| Allworth Financial LP | 435 | $17.7K | 0.00% | +7+1.6% | Added |
| Newbridge Financial Services Group, Inc. | 401 | $17.2K | 0.00% | +401 | New |
| 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 |
| GWM Advisors LLC | 396 | $17.0K | 0.00% | +4+1.0% | Added |
| Lindbrook Capital, LLC | 394 | $16.9K | 0.00% | 00.0% | Unchanged |