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, Q1 2025
Institutional positions in CubeSmart as of Mar 31, 2025. 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
- 442
- −12 vs. Q4 2024
- Shares held
- 218.5M
- −76.0K (0.0%) vs. Q4 2024
- Total value
- $9.33B
- −$32.6M (−0.3%) vs. Q4 2024
- New holders
- 53
- 178 more added
- Sold out
- 65
- 155 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WealthTrak Capital Management LLC | 5 | $214 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $427 | 0.00% | +10 | New |
| Hughes Financial Services, LLC | 12 | $504 | 0.00% | +12 | New |
| NewSquare Capital LLC | 14 | $598 | 0.00% | +4+40.0% | Added |
| Dunhill Financial, LLC | 14 | $616 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $648 | 0.00% | +12+240.0% | Added |
| Bruce G. Allen Investments, LLC | 16 | $683 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 18 | $769 | 0.00% | +18 | New |
| LRI Investments, LLC | 20 | $854 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 22 | $940 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 22 | $940 | 0.00% | +19+633.3% | Added |
| Ronald Blue Trust, Inc. | 23 | $982 | 0.00% | +23 | New |
| CVA Family Office, LLC | 25 | $1.07K | 0.00% | +25 | New |
| Continuum Advisory, LLC | 30 | $1.28K | 0.00% | +4+15.4% | Added |
| Bare Financial Services, Inc | 31 | $1.32K | 0.00% | +31 | New |
| Sachetta, LLC | 35 | $1.50K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 36 | $1.54K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 42 | $1.79K | 0.00% | +42 | New |
| UMA Financial Services, Inc. | 48 | $2.05K | 0.00% | −2−4.0% | Reduced |
| High Note Wealth, LLC | 49 | $2.09K | 0.00% | −54−52.4% | Reduced |
| Highline Wealth Partners LLC | 50 | $2.14K | 0.00% | +50 | New |
| Sound Income Strategies, LLC | 51 | $2.18K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 58 | $2.48K | 0.00% | +35+152.2% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 65 | $2.78K | 0.00% | +65 | New |
| Cornerstone Planning Group LLC | 72 | $2.85K | 0.00% | +72 | New |
| Capital Advisors, Ltd. LLC | 62 | $3.00K | 0.00% | −11−15.1% | Reduced |
| EverSource Wealth Advisors, LLC | 73 | $3.12K | 0.00% | −42−36.5% | Reduced |
| Adirondack Trust Co | 75 | $3.20K | 0.00% | −41−35.3% | Reduced |
| West Financial Advisors, LLC | 75 | $3.20K | 0.00% | +75 | New |
| Archer Investment Corp | 80 | $3.42K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 85 | $3.63K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 103 | $4.00K | 0.00% | +103 | New |
| Hantz Financial Services, Inc. | 88 | $4.00K | 0.00% | +88 | New |
| Meeder Asset Management Inc | 112 | $4.78K | 0.00% | −39−25.8% | Reduced |
| Harbour Investments, Inc. | 131 | $5.59K | 0.00% | +25+23.6% | Added |
| Vermillion & White Wealth Management Group, LLC | 141 | $6.02K | 0.00% | +141 | New |
| Red Tortoise LLC | 153 | $6.54K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 153 | $6.54K | 0.00% | +153 | New |
| Bell Investment Advisors, Inc | 156 | $6.66K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 162 | $6.92K | 0.00% | +67+70.5% | Added |
| True Wealth Design, LLC | 170 | $7.26K | 0.00% | +170 | New |
| Roxbury Financial LLC | 181 | $7.46K | 0.01% | +3+1.7% | Added |
| Bryn Mawr Trust Co | 179 | $7.64K | 0.00% | −2−1.1% | Reduced |
| Creative Financial Designs Inc | 180 | $7.67K | 0.00% | +58+47.5% | Added |
| IFP Advisors, Inc | 183 | $7.81K | 0.00% | +51+38.6% | Added |
| Parkside Financial Bank & Trust | 184 | $7.86K | 0.00% | −1−0.5% | Reduced |
| Atlantic Trust, LLC | 184 | $7.86K | 0.00% | +184 | New |
| Heritage Wealth Advisors | 200 | $8.54K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $8.54K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 213 | $9.10K | 0.00% | +213 | New |
| Central Trust Co | 220 | $9.40K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 225 | $9.46K | 0.00% | −44−16.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 255 | $10.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 279 | $11.9K | 0.00% | −47−14.4% | Reduced |
| Quent Capital, LLC | 296 | $12.6K | 0.00% | +120+68.2% | Added |
| North Star Investment Management Corp. | 300 | $12.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 304 | $13.0K | 0.00% | −6−1.9% | Reduced |
| Larson Financial Group LLC | 309 | $13.2K | 0.00% | +71+29.8% | Added |
| Riverview Trust Co | 320 | $13.7K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 325 | $13.9K | 0.00% | −13−3.8% | Reduced |
| South State Corp. | 342 | $14.6K | 0.00% | +42+14.0% | Added |
| Private Trust Co NA | 362 | $15.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 372 | $15.9K | 0.01% | −221−37.3% | Reduced |
| Whittier Trust Co | 397 | $17.0K | 0.00% | −162−29.0% | Reduced |
| Aew Capital Management L P | 400 | $17.1K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 400 | $17.1K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 401 | $17.1K | 0.00% | +5+1.3% | Added |
| Bank of New Hampshire | 415 | $17.7K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 416 | $17.8K | 0.01% | −9,996−96.0% | Reduced |
| Montag A & Associates Inc | 472 | $20.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 505 | $21.6K | 0.00% | −6−1.2% | Reduced |
| Massmutual Trust Co FSB | 565 | $24.1K | 0.00% | +356+170.3% | Added |
| Wiser Advisor Group LLC | 667 | $28.5K | 0.04% | +8+1.2% | Added |
| Jones Financial Companies LLLP | 697 | $29.3K | 0.00% | +18+2.7% | Added |
| Steward Partners Investment Advisory, LLC | 754 | $32.2K | 0.00% | +19+2.6% | Added |
| Sunbelt Securities, Inc. | 769 | $32.8K | 0.00% | +1+0.1% | Added |
| SRS Capital Advisors, Inc. | 788 | $33.6K | 0.00% | +49+6.6% | Added |
| Allworth Financial LP | 936 | $37.4K | 0.00% | +501+115.2% | Added |
| Lindbrook Capital, LLC | 914 | $39.0K | 0.00% | +520+132.0% | Added |
| Signaturefd, LLC | 919 | $39.3K | 0.00% | +35+4.0% | Added |
| Parallel Advisors, LLC | 920 | $39.3K | 0.00% | +266+40.7% | Added |
| HHM Wealth Advisors, LLC | 987 | $42.2K | 0.01% | −48−4.6% | Reduced |
| Huntington National Bank | 991 | $42.3K | 0.00% | −222−18.3% | Reduced |
| Harbor Capital Advisors, Inc. | 1,165 | $50.0K | 0.00% | −32,326−96.5% | Reduced |
| Copeland Capital Management, LLC | 1,203 | $51.4K | 0.00% | −558,738−99.8% | Reduced |
| CIBC Private Wealth Group, LLC | 1,443 | $51.8K | 0.00% | +318+28.3% | Added |
| Skopos Labs, Inc. | 1,291 | $55.1K | 0.01% | −12−0.9% | Reduced |
| Anchor Investment Management, LLC | 1,462 | $62.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,575 | $67.0K | 0.04% | +292+22.8% | Added |
| Farther Finance Advisors, LLC | 1,797 | $75.5K | 0.00% | +1,468+446.2% | Added |
| Umb Bank N A | 1,917 | $81.9K | 0.00% | +975+103.5% | Added |
| CWM, LLC | 1,950 | $83.0K | 0.00% | +371+23.5% | Added |
| Kestra Investment Management, LLC | 1,973 | $84.3K | 0.00% | +1,973 | New |
| Capital A Wealth Management, LLC | 2,157 | $92.1K | 0.10% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,180 | $93.1K | 0.01% | +256+13.3% | Added |
| Fifth Third Bancorp | 2,245 | $95.9K | 0.00% | +53+2.4% | Added |
| ZRC Wealth Management, LLC | 2,250 | $96.1K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 2,500 | $106.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,544 | $108.7K | 0.00% | +573+29.1% | Added |
| Quadrant Capital Group LLC | 2,706 | $115.6K | 0.00% | +311+13.0% | Added |