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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 35,880 | $1.53M | 0.00% | −96,358−72.9% | Reduced |
| Quantbot Technologies LP | 35,722 | $1.53M | 0.05% | +34,377+2,555.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 35,452 | $1.51M | 0.10% | −37,759−51.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 35,351 | $1.51M | 0.01% | +35,351 | New |
| NTV Asset Management LLC | 35,000 | $1.49M | 0.20% | +35,000 | New |
| Quest Partners LLC | 34,604 | $1.48M | 0.16% | −3,120−8.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 33,945 | $1.45M | 0.11% | −6,841−16.8% | Reduced |
| Sequoia Financial Advisors, LLC | 33,286 | $1.42M | 0.01% | +4,366+15.1% | Added |
| Nissay Asset Management Corp | 32,849 | $1.40M | 0.01% | +727+2.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 32,665 | $1.40M | 0.21% | 00.0% | Unchanged |
| Voya Investment Management LLC | 32,440 | $1.39M | 0.00% | +1,311+4.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 31,999 | $1.37M | 0.06% | +7,059+28.3% | Added |
| Moran Wealth Management, LLC | 31,252 | $1.33M | 0.04% | +58+0.2% | Added |
| Red Door Wealth Management, LLC | 30,000 | $1.28M | 0.19% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 29,966 | $1.28M | 0.02% | +15,786+111.3% | Added |
| Wellington Management Group LLP | 29,725 | $1.27M | 0.00% | −780,108−96.3% | Reduced |
| Metis Global Partners, LLC | 28,641 | $1.22M | 0.03% | +2,826+10.9% | Added |
| CoreCap Advisors, LLC | 28,134 | $1.20M | 0.05% | −2,848−9.2% | Reduced |
| Empire Life Investments Inc. | 28,044 | $1.20M | 0.08% | +1,004+3.7% | Added |
| Principal Securities, Inc. | 27,459 | $1.18M | 0.03% | +29+0.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 27,000 | $1.15M | 0.00% | −25,000−48.1% | Reduced |
| Xponance, Inc. | 25,963 | $1.11M | 0.01% | +186+0.7% | Added |
| Naples Global Advisors, LLC | 25,960 | $1.11M | 0.11% | −375−1.4% | Reduced |
| MML Investors Services, LLC | 25,806 | $1.10M | 0.00% | +558+2.2% | Added |
| Pensionfund Sabic | 25,700 | $1.10M | 0.33% | −3,000−10.5% | Reduced |
| M&T Bank Corp | 25,540 | $1.09M | 0.00% | −1,161−4.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 24,812 | $1.06M | 0.01% | +2,725+12.3% | Added |
| CAPROCK Group, Inc. | 24,612 | $1.05M | 0.03% | +24,612 | New |
| New York Life Investment Management LLC | 24,149 | $1.03M | 0.01% | +376+1.6% | Added |
| Pensionmark Financial Group, LLC | 24,093 | $1.03M | 0.03% | −529−2.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 22,653 | $967.5K | 0.08% | −158−0.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,864 | $933.0K | 0.00% | +6,677+44.0% | Added |
| Exchange Traded Concepts, LLC | 21,722 | $927.7K | 0.02% | +18,569+588.9% | Added |
| Federated Hermes, Inc. | 21,415 | $914.6K | 0.00% | −846−3.8% | Reduced |
| Creative Planning | 20,890 | $892.2K | 0.00% | +984+4.9% | Added |
| Illinois Municipal Retirement Fund | 20,823 | $889.4K | 0.01% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 20,325 | $868.1K | 0.10% | +20,325 | New |
| Inceptionr LLC | 20,414 | $861.3K | 0.26% | +13,169+181.8% | Added |
| Entropy Technologies, LP | 19,749 | $843.5K | 0.08% | +9,367+90.2% | Added |
| Spirit of America Management Corp | 19,450 | $830.7K | 0.17% | 00.0% | Unchanged |
| Jump Financial, LLC | 19,300 | $824.3K | 0.01% | +19,300 | New |
| Janney Montgomery Scott LLC | 19,215 | $821.0K | 0.00% | +19,215 | New |
| Erste Asset Management GmbH | 19,100 | $803.3K | 0.01% | −1,300−6.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 18,637 | $796.0K | 0.00% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 18,414 | $786.5K | 0.38% | +11,608+170.6% | Added |
| JustInvest LLC | 18,170 | $776.0K | 0.01% | +6,881+61.0% | Added |
| Fairtree Asset Management (Pty) Ltd | 17,924 | $765.5K | 0.62% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 17,096 | $730.2K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,947 | $723.8K | 0.00% | −1,661−8.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 16,582 | $708.2K | 0.00% | −5,279−24.1% | Reduced |
| Shell Asset Management Co | 15,816 | $676.0K | 0.03% | −643−3.9% | Reduced |
| Los Angeles Capital Management LLC | 15,812 | $675.3K | 0.00% | −39,713−71.5% | Reduced |
| Vanderbilt University | 15,791 | $674.4K | 0.13% | +15,791 | New |
| Crossmark Global Holdings, Inc. | 15,420 | $658.6K | 0.01% | +45+0.3% | Added |
| Oddo BHF Asset Management SAS | 15,267 | $652.1K | 0.03% | +59+0.4% | Added |
| FIL Ltd | 14,694 | $627.6K | 0.00% | −18,911−56.3% | Reduced |
| United Services Automobile Association | 14,921 | $627.6K | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 14,400 | $615.0K | 0.00% | +14,400 | New |
| Cornercap Investment Counsel Inc | 14,395 | $614.8K | 0.32% | −228−1.6% | Reduced |
| Lindenwold Advisors | 14,366 | $613.6K | 0.34% | +4,048+39.2% | Added |
| Winmill & Co. Inc | 14,000 | $597.9K | 0.18% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 13,894 | $593.4K | 0.01% | +504+3.8% | Added |
| 1832 Asset Management L.P. | 13,702 | $585.2K | 0.00% | +3,564+35.2% | Added |
| Mariner, LLC | 13,572 | $579.7K | 0.00% | −81−0.6% | Reduced |
| Vident Advisory, LLC | 13,424 | $573.4K | 0.01% | +6,970+108.0% | Added |
| Cooper Financial Group | 13,306 | $568.3K | 0.07% | +711+5.6% | Added |
| Mirador Capital Partners LP | 13,303 | $568.2K | 0.10% | −3,049−18.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,194 | $563.5K | 0.00% | −4,322−24.7% | Reduced |
| DoubleLine ETF Adviser LP | 13,116 | $560.2K | 0.19% | −3,074−19.0% | Reduced |
| Caption Management, LLC | 12,977 | $554.2K | 0.03% | +12,977 | New |
| Allstate Corp | 12,841 | $548.4K | 0.02% | 00.0% | Unchanged |
| Twin Tree Management, LP | 12,583 | $537.4K | 0.01% | +12,583 | New |
| Pinnacle Associates Ltd | 12,465 | $532.4K | 0.01% | −46−0.4% | Reduced |
| Penserra Capital Management LLC | 12,261 | $523.0K | 0.01% | −1,532−11.1% | Reduced |
| D.A. Davidson & Co. | 11,970 | $511.2K | 0.00% | −1,478−11.0% | Reduced |
| Nomura Holdings Inc | 11,745 | $501.6K | 0.00% | −42,824−78.5% | Reduced |
| Wesbanco Bank Inc | 11,408 | $487.2K | 0.02% | −25−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 11,066 | $472.6K | 0.00% | −554−4.8% | Reduced |
| US Bancorp | 11,007 | $470.1K | 0.00% | −1,602−12.7% | Reduced |
| Polymer Capital Management (US) LLC | 10,959 | $468.1K | 0.14% | −8,322−43.2% | Reduced |
| QRG Capital Management, Inc. | 10,761 | $459.6K | 0.00% | +963+9.8% | Added |
| Tower Research Capital LLC (TRC) | 10,724 | $458.0K | 0.01% | −8,559−44.4% | Reduced |
| Total Wealth Planning & Management, Inc. | 10,630 | $454.0K | 0.47% | +5,281+98.7% | Added |
| Maryland State Retirement & Pension System | 10,457 | $446.6K | 0.01% | −2,323−18.2% | Reduced |
| Norinchukin Bank, The | 10,441 | $445.9K | 0.01% | +445+4.5% | Added |
| PharVision Advisers, LLC | 10,233 | $437.1K | 0.61% | +4,139+67.9% | Added |
| Carmel Capital Partners, LLC | 10,168 | $434.3K | 0.17% | +124+1.2% | Added |
| Neuberger Berman Group LLC | 10,120 | $428.6K | 0.00% | −4,798−32.2% | Reduced |
| Sit Investment Associates Inc | 9,950 | $425.0K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 9,914 | $423.4K | 0.00% | +3,137+46.3% | Added |
| Arkadios Wealth Advisors | 9,878 | $421.9K | 0.02% | +2,165+28.1% | Added |
| ProShare Advisors LLC | 9,634 | $411.5K | 0.00% | −947−9.0% | Reduced |
| Mercer Global Advisors Inc | 9,391 | $401.1K | 0.00% | −2,544−21.3% | Reduced |
| KBC Group NV | 9,208 | $393.0K | 0.00% | +140+1.5% | Added |
| EP Wealth Advisors, LLC | 9,103 | $388.8K | 0.00% | −24−0.3% | Reduced |
| Intech Investment Management LLC | 9,012 | $384.9K | 0.00% | −8,755−49.3% | Reduced |
| Sanctuary Advisors, LLC | 8,954 | $382.4K | 0.00% | +17+0.2% | Added |
| Everence Capital Management Inc | 8,900 | $380.0K | 0.03% | +3,520+65.4% | Added |
| IFG Advisory, LLC | 8,637 | $368.9K | 0.02% | +172+2.0% | Added |
| Kestra Advisory Services, LLC | 8,446 | $360.7K | 0.00% | +3,575+73.4% | Added |