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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 3,179 | $135.8K | 0.00% | −167,910−98.1% | Reduced |
| Quarry LP | 3,256 | $139.1K | 0.04% | −1,940−37.3% | Reduced |
| GeoWealth Management, LLC | 3,425 | $146.3K | 0.01% | +351+11.4% | Added |
| Virtus Investment Advisers, Inc. | 3,514 | $150.1K | 0.04% | +3,514 | New |
| Bessemer Group Inc | 3,721 | $158.0K | 0.00% | +255+7.4% | Added |
| Assetmark, Inc | 4,236 | $180.9K | 0.00% | +589+16.2% | Added |
| GF Fund Management Co. Ltd. | 4,283 | $182.9K | 0.00% | +191+4.7% | Added |
| Northwestern Mutual Wealth Management Co | 4,383 | $187.2K | 0.00% | +1,465+50.2% | Added |
| Ci Investments Inc. | 4,478 | $191.0K | 0.00% | +87+2.0% | Added |
| Kaizen Financial Strategies | 4,691 | $200.3K | 0.12% | −91−1.9% | Reduced |
| NEOS Investment Management LLC | 4,886 | $206.1K | 0.00% | +4,886 | New |
| Inspire Advisors, LLC | 4,852 | $207.2K | 0.02% | +4,852 | New |
| Renaissance Group LLC | 5,045 | $215.5K | 0.01% | −231−4.4% | Reduced |
| Colonial Trust Co | 5,221 | $223.0K | 0.03% | +2,800+115.7% | Added |
| Gsa Capital Partners LLP | 5,228 | $223.0K | 0.02% | +5,228 | New |
| Profund Advisors LLC | 5,237 | $223.7K | 0.01% | −168−3.1% | Reduced |
| Grey Fox Wealth Advisors, LLC | 5,325 | $227.4K | 0.06% | +5,325 | New |
| Evergreen Capital Management LLC | 5,355 | $228.7K | 0.01% | +5,355 | New |
| Meiji Yasuda Asset Management Co Ltd. | 5,366 | $229.2K | 0.01% | −175−3.2% | Reduced |
| Cerity Partners LLC | 5,375 | $229.6K | 0.00% | +316+6.2% | Added |
| Papamarkou Wellner Asset Management inc. | 5,800 | $247.7K | 0.17% | 00.0% | Unchanged |
| Syon Capital LLC | 5,906 | $252.2K | 0.02% | +5,906 | New |
| Belpointe Asset Management LLC | 5,991 | $255.9K | 0.01% | −280−4.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,109 | $256.9K | 0.00% | −175−2.8% | Reduced |
| Mutual Advisors, LLC | 6,534 | $260.1K | 0.01% | −106−1.6% | Reduced |
| Frank, Rimerman Advisors LLC | 6,251 | $267.0K | 0.02% | −1,787−22.2% | Reduced |
| Kera Capital Partners, Inc. | 6,302 | $269.2K | 0.08% | +6,302 | New |
| Caxton Associates LLP | 6,329 | $270.3K | 0.01% | +6,329 | New |
| Captrust Financial Advisors | 6,394 | $273.1K | 0.00% | +934+17.1% | Added |
| Advisors Asset Management, Inc. | 6,455 | $275.7K | 0.01% | −278−4.1% | Reduced |
| Versant Capital Management, Inc | 6,683 | $285.4K | 0.05% | +6,003+882.8% | Added |
| Atria Investments LLC | 6,690 | $285.8K | 0.00% | −2,521−27.4% | Reduced |
| D. E. Shaw & Co., Inc. | 6,704 | $286.3K | 0.00% | −2,137−24.2% | Reduced |
| XML Financial, LLC | 7,014 | $299.6K | 0.03% | −114−1.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,050 | $301.1K | 0.02% | −1,117−13.7% | Reduced |
| CIBC Asset Management Inc | 7,133 | $304.6K | 0.00% | +149+2.1% | Added |
| Nations Financial Group Inc, | 7,550 | $322.5K | 0.02% | +702+10.3% | Added |
| Bridgefront Capital, LLC | 7,895 | $337.2K | 0.10% | −8,061−50.5% | Reduced |
| Engineers Gate Manager LP | 8,200 | $350.2K | 0.01% | −48,155−85.4% | Reduced |
| Knollwood Investment Advisory, LLC | 8,209 | $350.6K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 8,229 | $351.5K | 0.01% | −270−3.2% | Reduced |
| Jefferies Financial Group Inc. | 8,258 | $352.7K | 0.01% | +8,258 | New |
| Kestra Advisory Services, LLC | 8,446 | $360.7K | 0.00% | +3,575+73.4% | Added |
| IFG Advisory, LLC | 8,637 | $368.9K | 0.02% | +172+2.0% | Added |
| Everence Capital Management Inc | 8,900 | $380.0K | 0.03% | +3,520+65.4% | Added |
| Sanctuary Advisors, LLC | 8,954 | $382.4K | 0.00% | +17+0.2% | Added |
| Intech Investment Management LLC | 9,012 | $384.9K | 0.00% | −8,755−49.3% | Reduced |
| EP Wealth Advisors, LLC | 9,103 | $388.8K | 0.00% | −24−0.3% | Reduced |
| KBC Group NV | 9,208 | $393.0K | 0.00% | +140+1.5% | Added |
| Mercer Global Advisors Inc | 9,391 | $401.1K | 0.00% | −2,544−21.3% | Reduced |
| ProShare Advisors LLC | 9,634 | $411.5K | 0.00% | −947−9.0% | Reduced |
| Arkadios Wealth Advisors | 9,878 | $421.9K | 0.02% | +2,165+28.1% | Added |
| TownSquare Capital, LLC | 9,914 | $423.4K | 0.00% | +3,137+46.3% | Added |
| Sit Investment Associates Inc | 9,950 | $425.0K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 10,120 | $428.6K | 0.00% | −4,798−32.2% | Reduced |
| Carmel Capital Partners, LLC | 10,168 | $434.3K | 0.17% | +124+1.2% | Added |
| PharVision Advisers, LLC | 10,233 | $437.1K | 0.61% | +4,139+67.9% | Added |
| Norinchukin Bank, The | 10,441 | $445.9K | 0.01% | +445+4.5% | Added |
| Maryland State Retirement & Pension System | 10,457 | $446.6K | 0.01% | −2,323−18.2% | Reduced |
| Total Wealth Planning & Management, Inc. | 10,630 | $454.0K | 0.47% | +5,281+98.7% | Added |
| Tower Research Capital LLC (TRC) | 10,724 | $458.0K | 0.01% | −8,559−44.4% | Reduced |
| QRG Capital Management, Inc. | 10,761 | $459.6K | 0.00% | +963+9.8% | Added |
| Polymer Capital Management (US) LLC | 10,959 | $468.1K | 0.14% | −8,322−43.2% | Reduced |
| US Bancorp | 11,007 | $470.1K | 0.00% | −1,602−12.7% | Reduced |
| The PNC Financial Services Group, Inc. | 11,066 | $472.6K | 0.00% | −554−4.8% | Reduced |
| Wesbanco Bank Inc | 11,408 | $487.2K | 0.02% | −25−0.2% | Reduced |
| Nomura Holdings Inc | 11,745 | $501.6K | 0.00% | −42,824−78.5% | Reduced |
| D.A. Davidson & Co. | 11,970 | $511.2K | 0.00% | −1,478−11.0% | Reduced |
| Penserra Capital Management LLC | 12,261 | $523.0K | 0.01% | −1,532−11.1% | Reduced |
| Pinnacle Associates Ltd | 12,465 | $532.4K | 0.01% | −46−0.4% | Reduced |
| Twin Tree Management, LP | 12,583 | $537.4K | 0.01% | +12,583 | New |
| Allstate Corp | 12,841 | $548.4K | 0.02% | 00.0% | Unchanged |
| Caption Management, LLC | 12,977 | $554.2K | 0.03% | +12,977 | New |
| DoubleLine ETF Adviser LP | 13,116 | $560.2K | 0.19% | −3,074−19.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,194 | $563.5K | 0.00% | −4,322−24.7% | Reduced |
| Mirador Capital Partners LP | 13,303 | $568.2K | 0.10% | −3,049−18.6% | Reduced |
| Cooper Financial Group | 13,306 | $568.3K | 0.07% | +711+5.6% | Added |
| Vident Advisory, LLC | 13,424 | $573.4K | 0.01% | +6,970+108.0% | Added |
| Mariner, LLC | 13,572 | $579.7K | 0.00% | −81−0.6% | Reduced |
| 1832 Asset Management L.P. | 13,702 | $585.2K | 0.00% | +3,564+35.2% | Added |
| Clearstead Advisors, LLC | 13,894 | $593.4K | 0.01% | +504+3.8% | Added |
| Winmill & Co. Inc | 14,000 | $597.9K | 0.18% | 00.0% | Unchanged |
| Lindenwold Advisors | 14,366 | $613.6K | 0.34% | +4,048+39.2% | Added |
| Cornercap Investment Counsel Inc | 14,395 | $614.8K | 0.32% | −228−1.6% | Reduced |
| Marshall Wace, LLP | 14,400 | $615.0K | 0.00% | +14,400 | New |
| United Services Automobile Association | 14,921 | $627.6K | 0.02% | 00.0% | Unchanged |
| FIL Ltd | 14,694 | $627.6K | 0.00% | −18,911−56.3% | Reduced |
| Oddo BHF Asset Management SAS | 15,267 | $652.1K | 0.03% | +59+0.4% | Added |
| Crossmark Global Holdings, Inc. | 15,420 | $658.6K | 0.01% | +45+0.3% | Added |
| Vanderbilt University | 15,791 | $674.4K | 0.13% | +15,791 | New |
| Los Angeles Capital Management LLC | 15,812 | $675.3K | 0.00% | −39,713−71.5% | Reduced |
| Shell Asset Management Co | 15,816 | $676.0K | 0.03% | −643−3.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 16,582 | $708.2K | 0.00% | −5,279−24.1% | Reduced |
| Cetera Investment Advisers | 16,947 | $723.8K | 0.00% | −1,661−8.9% | Reduced |
| Securian Asset Management, Inc | 17,096 | $730.2K | 0.02% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 17,924 | $765.5K | 0.62% | 00.0% | Unchanged |
| JustInvest LLC | 18,170 | $776.0K | 0.01% | +6,881+61.0% | Added |
| Gallacher Capital Management LLC | 18,414 | $786.5K | 0.38% | +11,608+170.6% | Added |
| Federation des caisses Desjardins du Quebec | 18,637 | $796.0K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 19,100 | $803.3K | 0.01% | −1,300−6.4% | Reduced |