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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 19,215 | $821.0K | 0.00% | +19,215 | New |
| Jump Financial, LLC | 19,300 | $824.3K | 0.01% | +19,300 | New |
| Spirit of America Management Corp | 19,450 | $830.7K | 0.17% | 00.0% | Unchanged |
| Entropy Technologies, LP | 19,749 | $843.5K | 0.08% | +9,367+90.2% | Added |
| Inceptionr LLC | 20,414 | $861.3K | 0.26% | +13,169+181.8% | Added |
| Azzad Asset Management Inc | 20,325 | $868.1K | 0.10% | +20,325 | New |
| Illinois Municipal Retirement Fund | 20,823 | $889.4K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 20,890 | $892.2K | 0.00% | +984+4.9% | Added |
| Federated Hermes, Inc. | 21,415 | $914.6K | 0.00% | −846−3.8% | Reduced |
| Exchange Traded Concepts, LLC | 21,722 | $927.7K | 0.02% | +18,569+588.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,864 | $933.0K | 0.00% | +6,677+44.0% | Added |
| Mount Yale Investment Advisors, LLC | 22,653 | $967.5K | 0.08% | −158−0.7% | Reduced |
| Pensionmark Financial Group, LLC | 24,093 | $1.03M | 0.03% | −529−2.1% | Reduced |
| New York Life Investment Management LLC | 24,149 | $1.03M | 0.01% | +376+1.6% | Added |
| CAPROCK Group, Inc. | 24,612 | $1.05M | 0.03% | +24,612 | New |
| O'Shaughnessy Asset Management, LLC | 24,812 | $1.06M | 0.01% | +2,725+12.3% | Added |
| M&T Bank Corp | 25,540 | $1.09M | 0.00% | −1,161−4.3% | Reduced |
| Pensionfund Sabic | 25,700 | $1.10M | 0.33% | −3,000−10.5% | Reduced |
| MML Investors Services, LLC | 25,806 | $1.10M | 0.00% | +558+2.2% | Added |
| Naples Global Advisors, LLC | 25,960 | $1.11M | 0.11% | −375−1.4% | Reduced |
| Xponance, Inc. | 25,963 | $1.11M | 0.01% | +186+0.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 27,000 | $1.15M | 0.00% | −25,000−48.1% | Reduced |
| Principal Securities, Inc. | 27,459 | $1.18M | 0.03% | +29+0.1% | Added |
| Empire Life Investments Inc. | 28,044 | $1.20M | 0.08% | +1,004+3.7% | Added |
| CoreCap Advisors, LLC | 28,134 | $1.20M | 0.05% | −2,848−9.2% | Reduced |
| Metis Global Partners, LLC | 28,641 | $1.22M | 0.03% | +2,826+10.9% | Added |
| Wellington Management Group LLP | 29,725 | $1.27M | 0.00% | −780,108−96.3% | Reduced |
| Bridges Investment Management Inc | 29,966 | $1.28M | 0.02% | +15,786+111.3% | Added |
| Red Door Wealth Management, LLC | 30,000 | $1.28M | 0.19% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 31,252 | $1.33M | 0.04% | +58+0.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 31,999 | $1.37M | 0.06% | +7,059+28.3% | Added |
| Voya Investment Management LLC | 32,440 | $1.39M | 0.00% | +1,311+4.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 32,665 | $1.40M | 0.21% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 32,849 | $1.40M | 0.01% | +727+2.3% | Added |
| Sequoia Financial Advisors, LLC | 33,286 | $1.42M | 0.01% | +4,366+15.1% | Added |
| Campbell & CO Investment Adviser LLC | 33,945 | $1.45M | 0.11% | −6,841−16.8% | Reduced |
| Quest Partners LLC | 34,604 | $1.48M | 0.16% | −3,120−8.3% | Reduced |
| NTV Asset Management LLC | 35,000 | $1.49M | 0.20% | +35,000 | New |
| Jacobs Levy Equity Management, Inc | 35,351 | $1.51M | 0.01% | +35,351 | New |
| Y-Intercept (Hong Kong) Ltd | 35,452 | $1.51M | 0.10% | −37,759−51.6% | Reduced |
| Quantbot Technologies LP | 35,722 | $1.53M | 0.05% | +34,377+2,555.9% | Added |
| BNP Paribas Arbitrage, SA | 35,880 | $1.53M | 0.00% | −96,358−72.9% | Reduced |
| Bokf, NA | 36,772 | $1.57M | 0.03% | −23,382−38.9% | Reduced |
| Utah Retirement Systems | 37,008 | $1.58M | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 37,160 | $1.59M | 0.00% | +6,179+19.9% | Added |
| Advisor Group Holdings, Inc. | 39,320 | $1.68M | 0.00% | −11,143−22.1% | Reduced |
| Ontario Teachers Pension Plan Board | 43,663 | $1.86M | 0.03% | +43,663 | New |
| Ameritas Investment Partners, Inc. | 44,497 | $1.90M | 0.07% | −801−1.8% | Reduced |
| IFM Investors Pty Ltd | 45,277 | $1.93M | 0.02% | −6,622−12.8% | Reduced |
| New Mexico Educational Retirement Board | 45,900 | $1.96M | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 45,892 | $1.96M | 0.04% | −100−0.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 45,902 | $1.96M | 0.02% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 46,970 | $2.01M | 0.02% | +46,970 | New |
| Graham Capital Management, L.P. | 47,888 | $2.05M | 0.06% | −7,143−13.0% | Reduced |
| Panagora Asset Management Inc | 47,912 | $2.05M | 0.01% | −10,647−18.2% | Reduced |
| KLP Kapitalforvaltning AS | 48,300 | $2.06M | 0.01% | −1,500−3.0% | Reduced |
| Pallas Capital Advisors LLC | 48,329 | $2.06M | 0.09% | +9,222+23.6% | Added |
| Pensionfund DSM Netherlands | 48,800 | $2.08M | 1.38% | −5,000−9.3% | Reduced |
| Vestcor Inc | 48,911 | $2.09M | 0.07% | −38,094−43.8% | Reduced |
| Brinker Capital Investments, LLC | 49,074 | $2.10M | 0.02% | −1,460−2.9% | Reduced |
| Orion Portfolio Solutions, LLC | 49,074 | $2.10M | 0.02% | −1,460−2.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 50,284 | $2.15M | 0.03% | +230.0% | Added |
| Pictet Asset Management Holding SA | 50,375 | $2.15M | 0.00% | −21,371−29.8% | Reduced |
| Thrivent Financial for Lutherans | 53,024 | $2.24M | 0.00% | −188−0.4% | Reduced |
| State of Michigan Retirement System | 54,100 | $2.31M | 0.01% | +500+0.9% | Added |
| Coldstream Capital Management Inc | 54,885 | $2.34M | 0.05% | +7,264+15.3% | Added |
| Danske Bank A/S | 55,535 | $2.37M | 0.01% | +3,418+6.6% | Added |
| Natixis Advisors, L.P. | 56,455 | $2.41M | 0.00% | −6,455−10.3% | Reduced |
| Albion Financial Group | 56,911 | $2.43M | 0.17% | −29,753−34.3% | Reduced |
| Bank of Montreal | 59,715 | $2.55M | 0.00% | −10,790−15.3% | Reduced |
| American Assets Capital Advisers, LLC | 60,317 | $2.58M | 1.08% | −7,449−11.0% | Reduced |
| Wolverine Asset Management LLC | 60,375 | $2.58M | 0.05% | −23,875−28.3% | Reduced |
| Anson Funds Management LP | 62,090 | $2.65M | 0.64% | +30,000+93.5% | Added |
| CIBC World Markets Corp | 63,178 | $2.70M | 0.02% | −2,549−3.9% | Reduced |
| UniSuper Management Pty Ltd | 63,200 | $2.70M | 0.02% | +300+0.5% | Added |
| Louisiana State Employees Retirement System | 63,400 | $2.71M | 0.05% | +600+1.0% | Added |
| Handelsbanken Fonder AB | 63,934 | $2.73M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 64,855 | $2.77M | 0.02% | −502−0.8% | Reduced |
| Two Sigma Advisers, LP | 66,200 | $2.83M | 0.01% | −8,100−10.9% | Reduced |
| Nisa Investment Advisors, LLC | 66,610 | $2.84M | 0.01% | −9,206−12.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 66,860 | $2.85M | 0.03% | 00.0% | Unchanged |
| Zimmer Partners, LP | 67,200 | $2.87M | 0.06% | +67,200 | New |
| APG Asset Management US Inc. | 69,044 | $2.90M | 0.02% | +69,044 | New |
| Ensign Peak Advisors, Inc | 68,142 | $2.91M | 0.01% | −13,188−16.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 68,746 | $2.94M | 0.20% | −147−0.2% | Reduced |
| Teacher Retirement System of Texas | 69,455 | $2.97M | 0.01% | −3,257−4.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 70,771 | $3.02M | 0.03% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 72,809 | $3.06M | 0.01% | −291−0.4% | Reduced |
| Pathstone Holdings, LLC | 72,398 | $3.09M | 0.01% | +1,574+2.2% | Added |
| Northern Oak Wealth Management Inc | 74,010 | $3.16M | 0.41% | −10,344−12.3% | Reduced |
| Standard Life Aberdeen plc | 74,540 | $3.18M | 0.01% | +3,618+5.1% | Added |
| CX Institutional | 76,402 | $3.26M | 0.12% | +76,402 | New |
| Daiwa Securities Group Inc. | 77,419 | $3.31M | 0.01% | +2,502+3.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 81,106 | $3.46M | 0.04% | +599+0.7% | Added |
| Guggenheim Capital LLC | 82,847 | $3.54M | 0.03% | −19,004−18.7% | Reduced |
| Yousif Capital Management, LLC | 85,068 | $3.63M | 0.04% | −1,726−2.0% | Reduced |
| State of Tennessee, Treasury Department | 91,396 | $3.90M | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 91,500 | $3.91M | 0.10% | +91,500 | New |
| New York State Common Retirement Fund | 93,103 | $3.98M | 0.01% | −51,400−35.6% | Reduced |
| Trillium Asset Management, LLC | 93,909 | $4.01M | 0.12% | −1,496−1.6% | Reduced |