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, Q2 2025
Institutional positions in CubeSmart as of Jun 30, 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
- 459
- +22 vs. Q1 2025
- Shares held
- 222.4M
- +4.26M (+2.0%) vs. Q1 2025
- Total value
- $9.45B
- +$138.8M (+1.5%) vs. Q1 2025
- New holders
- 68
- 184 more added
- Sold out
- 46
- 156 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 2 | $85 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 4 | $171 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 6 | $255 | 0.00% | −11−64.7% | Reduced |
| Tortoise Investment Management, LLC | 6 | $255 | 0.00% | +6 | New |
| Quaker Wealth Management, LLC | 6 | $255 | 0.00% | +6 | New |
| Stephens Consulting, LLC | 6 | $255 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 10 | $425 | 0.00% | +10 | New |
| Atlantic Trust, LLC | 11 | $468 | 0.00% | −173−94.0% | Reduced |
| CVA Family Office, LLC | 12 | $510 | 0.00% | −13−52.0% | Reduced |
| Bogart Wealth, LLC | 12 | $510 | 0.00% | +12 | New |
| Hughes Financial Services, LLC | 13 | $514 | 0.00% | +1+8.3% | Added |
| AdvisorNet Financial, Inc | 15 | $638 | 0.00% | −7−31.8% | Reduced |
| Bruce G. Allen Investments, LLC | 16 | $680 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 18 | $765 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 20 | $850 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $850 | 0.00% | +10+100.0% | Added |
| WealthTrak Capital Management LLC | 20 | $850 | 0.00% | +15+300.0% | Added |
| NewSquare Capital LLC | 21 | $893 | 0.00% | +7+50.0% | Added |
| Sachetta, LLC | 22 | $935 | 0.00% | −13−37.1% | Reduced |
| Financial Management Professionals, Inc. | 22 | $935 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 40 | $1.00K | 0.00% | −63−61.2% | Reduced |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | −42−67.7% | Reduced |
| Avion Wealth | 25 | $1.00K | 0.00% | +25 | New |
| Nemes Rush Group LLC | 36 | $1.53K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 50 | $2.13K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $2.17K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 64 | $2.72K | 0.00% | +64 | New |
| MJT & Associates Financial Advisory Group, Inc. | 65 | $2.76K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 73 | $2.89K | 0.00% | +1+1.4% | Added |
| First Horizon Advisors, Inc. | 71 | $3.02K | 0.00% | +13+22.4% | Added |
| Adirondack Trust Co | 75 | $3.19K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 80 | $3.40K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $4.25K | 0.00% | +100 | New |
| MTM Investment Management, LLC | 104 | $4.42K | 0.00% | +104 | New |
| Bryn Mawr Trust Co | 105 | $4.46K | 0.00% | −74−41.3% | Reduced |
| Harbour Investments, Inc. | 106 | $4.50K | 0.00% | −25−19.1% | Reduced |
| Bare Financial Services, Inc | 111 | $4.72K | 0.00% | +80+258.1% | Added |
| Vermillion & White Wealth Management Group, LLC | 141 | $5.99K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 145 | $6.18K | 0.00% | −1,058−87.9% | Reduced |
| Red Tortoise LLC | 153 | $6.50K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 165 | $7.03K | 0.00% | +165 | New |
| Bell Investment Advisors, Inc | 169 | $7.18K | 0.00% | +13+8.3% | Added |
| Parkside Financial Bank & Trust | 176 | $7.48K | 0.00% | −8−4.3% | Reduced |
| Farmers & Merchants Investments Inc | 182 | $7.74K | 0.00% | +20+12.3% | Added |
| Roxbury Financial LLC | 183 | $7.77K | 0.01% | +2+1.1% | Added |
| Caitong International Asset Management Co., Ltd | 183 | $7.78K | 0.01% | +183 | New |
| Creative Financial Designs Inc | 186 | $7.92K | 0.00% | +6+3.3% | Added |
| Smartleaf Asset Management LLC | 192 | $8.13K | 0.00% | −33−14.7% | Reduced |
| Heritage Wealth Advisors | 200 | $8.50K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $8.50K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 227 | $9.00K | 0.00% | +227 | New |
| Investors Research Corp | 213 | $9.05K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 220 | $9.35K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 228 | $9.69K | 0.00% | −134−37.0% | Reduced |
| Addison Advisors LLC | 228 | $9.69K | 0.00% | +228 | New |
| Meeder Asset Management Inc | 245 | $10.4K | 0.00% | +133+118.8% | Added |
| Whittier Trust Co of Nevada Inc | 255 | $10.8K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 256 | $10.9K | 0.00% | +256 | New |
| MAI Capital Management | 275 | $11.7K | 0.00% | −4−1.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 304 | $11.8K | 0.00% | +304 | New |
| Quarry LP | 279 | $11.9K | 0.00% | −2,977−91.4% | Reduced |
| Headlands Technologies LLC | 292 | $12.4K | 0.00% | +292 | New |
| North Star Investment Management Corp. | 300 | $12.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 304 | $12.9K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 374 | $15.9K | 0.00% | +32+9.4% | Added |
| Rise Advisors, LLC | 389 | $16.5K | 0.01% | +17+4.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 406 | $17.3K | 0.00% | +5+1.2% | Added |
| Bank of New Hampshire | 415 | $17.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 453 | $19.3K | 0.00% | +380+520.5% | Added |
| Assetmark, Inc | 519 | $22.1K | 0.00% | −3,717−87.7% | Reduced |
| V-Square Quantitative Management LLC | 537 | $22.8K | 0.00% | +537 | New |
| Fulcrum Asset Management LLP | 548 | $23.3K | 0.01% | +548 | New |
| Whittier Trust Co | 578 | $24.6K | 0.00% | +181+45.6% | Added |
| Massmutual Trust Co FSB | 586 | $24.9K | 0.00% | +21+3.7% | Added |
| Global Retirement Partners, LLC | 662 | $28.1K | 0.00% | +662 | New |
| Montag A & Associates Inc | 663 | $28.2K | 0.00% | +191+40.5% | Added |
| Huntington National Bank | 682 | $29.0K | 0.00% | −309−31.2% | Reduced |
| True Wealth Design, LLC | 694 | $29.5K | 0.01% | +524+308.2% | Added |
| Steward Partners Investment Advisory, LLC | 709 | $30.1K | 0.00% | −45−6.0% | Reduced |
| Sunbelt Securities, Inc. | 768 | $32.9K | 0.00% | −1−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 814 | $34.6K | 0.00% | +26+3.3% | Added |
| Geneos Wealth Management Inc. | 893 | $38.0K | 0.00% | +568+174.8% | Added |
| HHM Wealth Advisors, LLC | 987 | $41.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 996 | $42.3K | 0.00% | +60+6.4% | Added |
| CIBC Private Wealth Group, LLC | 1,115 | $47.4K | 0.00% | −328−22.7% | Reduced |
| Parallel Advisors, LLC | 1,128 | $47.9K | 0.00% | +208+22.6% | Added |
| Harbor Capital Advisors, Inc. | 1,207 | $51.0K | 0.00% | +42+3.6% | Added |
| Jones Financial Companies LLLP | 1,208 | $51.2K | 0.00% | +511+73.3% | Added |
| Larson Financial Group LLC | 1,409 | $59.9K | 0.00% | +1,100+356.0% | Added |
| Covestor Ltd | 1,440 | $61.0K | 0.04% | −135−8.6% | Reduced |
| Anchor Investment Management, LLC | 1,462 | $62.1K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,651 | $70.0K | 0.00% | +1,563+1,776.1% | Added |
| IFP Advisors, Inc | 1,532 | $70.8K | 0.00% | +1,349+737.2% | Added |
| Signaturefd, LLC | 1,680 | $71.4K | 0.00% | +761+82.8% | Added |
| Zimmer Partners, LP | 1,761 | $74.8K | 0.00% | −65,439−97.4% | Reduced |
| Fifth Third Bancorp | 1,846 | $78.5K | 0.00% | −399−17.8% | Reduced |
| Farther Finance Advisors, LLC | 1,915 | $81.4K | 0.00% | +118+6.6% | Added |
| GAMMA Investing LLC | 2,222 | $94.4K | 0.01% | +42+1.9% | Added |
| ZRC Wealth Management, LLC | 2,250 | $95.6K | 0.04% | 00.0% | Unchanged |