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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 362 | $15.5K | 0.00% | +362 | New |
| Centerpoint Advisors, LLC | 342 | $15.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 338 | $14.5K | 0.00% | +14+4.3% | Added |
| Farther Finance Advisors, LLC | 329 | $14.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 326 | $14.0K | 0.00% | +326 | New |
| Riverview Trust Co | 320 | $13.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 310 | $13.3K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 300 | $12.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $12.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 269 | $11.4K | 0.00% | +30+12.6% | Added |
| Whittier Trust Co of Nevada Inc | 255 | $10.9K | 0.00% | −86−25.2% | Reduced |
| Larson Financial Group LLC | 238 | $10.2K | 0.00% | +193+428.9% | Added |
| Central Trust Co | 220 | $9.43K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 209 | $8.96K | 0.00% | +64+44.1% | Added |
| Roxbury Financial LLC | 178 | $8.86K | 0.01% | +178 | New |
| Heritage Wealth Advisors | 200 | $8.57K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $8.57K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 185 | $7.93K | 0.00% | +10+5.7% | Added |
| Bryn Mawr Trust Co | 181 | $7.76K | 0.00% | −30−14.2% | Reduced |
| Quent Capital, LLC | 176 | $7.54K | 0.00% | +176 | New |
| Bell Investment Advisors, Inc | 156 | $6.68K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 153 | $6.56K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 151 | $6.47K | 0.00% | +2+1.3% | Added |
| IFP Advisors, Inc | 132 | $5.65K | 0.00% | +53+67.1% | Added |
| Creative Financial Designs Inc | 122 | $5.23K | 0.00% | −9−6.9% | Reduced |
| Simplex Trading, LLC | 123 | $5.00K | 0.00% | −1,461−92.2% | Reduced |
| Adirondack Trust Co | 116 | $4.97K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 115 | $4.93K | 0.00% | +62+117.0% | Added |
| Harbour Investments, Inc. | 106 | $4.54K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 103 | $4.41K | 0.00% | +103 | New |
| Farmers & Merchants Investments Inc | 95 | $4.07K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 88 | $3.77K | 0.00% | −1,602−94.8% | Reduced |
| PSI Advisors, LLC | 85 | $3.64K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 80 | $3.43K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 73 | $3.00K | 0.00% | −180−71.1% | Reduced |
| Sound Income Strategies, LLC | 51 | $2.19K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 50 | $2.14K | 0.00% | +50 | New |
| Financial Gravity Companies, Inc. | 42 | $1.80K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 38 | $1.63K | 0.00% | +38 | New |
| Coppell Advisory Solutions LLC | 38 | $1.61K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 36 | $1.54K | 0.00% | +36 | New |
| Sachetta, LLC | 35 | $1.50K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 26 | $1.11K | 0.00% | +1+4.0% | Added |
| Continuum Advisory, LLC | 26 | $1.11K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 23 | $986 | 0.00% | −20−46.5% | Reduced |
| Financial Management Professionals, Inc. | 22 | $943 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 20 | $857 | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 16 | $688 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $686 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $618 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 10 | $429 | 0.00% | +10 | New |
| Transce3nd, LLC | 5 | $226 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $215 | 0.00% | +5 | New |
| New Millennium Group LLC | 5 | $214 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $214 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 3 | $129 | 0.00% | −38−92.7% | Reduced |
| 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 |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −213,755−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −116,337−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −63,710−100.0% | Sold out |
| Liberty Mutual Group Asset Management Inc. | 0 | $0 | 0.00% | −59,656−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −36,504−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −34,556−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −72,536−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −18,447−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −17,016−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −12,817−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −11,472−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −8,898−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −7,797−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −6,975−100.0% | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −6,670−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −6,258−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −5,822−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −5,550−100.0% | Sold out |
| Howard Bailey Securities, LLC | 0 | $0 | 0.00% | −5,392−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −4,952−100.0% | Sold out |
| BTS Asset Management, Inc. | 0 | $0 | 0.00% | −4,949−100.0% | Sold out |
| Curtis Advisory Group, LLC | 0 | $0 | 0.00% | −4,903−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,758−100.0% | Sold out |
| Family Wealth Group, LLC | 0 | $0 | 0.00% | −4,534−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −4,209−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −4,173−100.0% | Sold out |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −4,417−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −4,066−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −4,024−100.0% | Sold out |
| Howard Capital Management Group, LLC | 0 | $0 | 0.00% | −3,946−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −3,856−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −3,795−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,163−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −55−100.0% | Sold out |