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 |
|---|---|---|---|---|---|
| Umb Bank N A | 2,403 | $102.1K | 0.00% | +486+25.4% | Added |
| Colonial Trust Co | 2,656 | $112.9K | 0.02% | −2,565−49.1% | Reduced |
| Skopos Labs, Inc. | 3,178 | $135.1K | 0.02% | +1,887+146.2% | Added |
| FIL Ltd | 3,262 | $138.6K | 0.00% | −11,432−77.8% | Reduced |
| Ci Investments Inc. | 3,504 | $149.0K | 0.00% | −974−21.8% | Reduced |
| Bessemer Group Inc | 3,909 | $166.0K | 0.00% | +188+5.1% | Added |
| GF Fund Management Co. Ltd. | 4,038 | $171.6K | 0.00% | −245−5.7% | Reduced |
| Virtus Investment Advisers, Inc. | 4,049 | $172.1K | 0.06% | +535+15.2% | Added |
| Kestra Investment Management, LLC | 4,151 | $176.8K | 0.00% | +2,178+110.4% | Added |
| Tower Research Capital LLC (TRC) | 4,543 | $193.1K | 0.01% | −6,181−57.6% | Reduced |
| Pacific Sun Financial Corp | 4,712 | $200.3K | 0.10% | +4,712 | New |
| Northwestern Mutual Wealth Management Co | 4,723 | $200.7K | 0.00% | +340+7.8% | Added |
| CWM, LLC | 4,718 | $201.0K | 0.00% | +2,768+141.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,742 | $201.5K | 0.00% | −1,367−22.4% | Reduced |
| Evergreen Capital Management LLC | 4,763 | $202.4K | 0.01% | −592−11.1% | Reduced |
| Kaizen Financial Strategies | 4,866 | $206.8K | 0.11% | +175+3.7% | Added |
| Renaissance Group LLC | 4,915 | $208.9K | 0.01% | −130−2.6% | Reduced |
| Profund Advisors LLC | 4,963 | $210.9K | 0.01% | −274−5.2% | Reduced |
| Carmel Capital Partners, LLC | 5,010 | $212.9K | 0.07% | −5,158−50.7% | Reduced |
| L.M. Kohn & Company | 5,134 | $218.2K | 0.06% | +5,134 | New |
| Chicago Partners Investment Group LLC | 5,383 | $223.5K | 0.01% | +5,383 | New |
| Atria Investments LLC | 5,272 | $224.1K | 0.00% | −1,418−21.2% | Reduced |
| Gsa Capital Partners LLP | 5,455 | $232.0K | 0.02% | +227+4.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,467 | $232.3K | 0.01% | +101+1.9% | Added |
| Atomi Financial Group, Inc. | 5,548 | $235.8K | 0.01% | +5,548 | New |
| Ballentine Partners, LLC | 5,572 | $236.8K | 0.00% | +5,572 | New |
| Kera Capital Partners, Inc. | 5,574 | $236.9K | 0.05% | −728−11.6% | Reduced |
| Los Angeles Capital Management LLC | 5,594 | $237.7K | 0.00% | −10,218−64.6% | Reduced |
| Worth Venture Partners, LLC | 5,600 | $238.0K | 0.36% | +5,600 | New |
| Bridgewater Associates, LP | 5,654 | $240.3K | 0.00% | +5,654 | New |
| Papamarkou Wellner Asset Management inc. | 5,800 | $246.5K | 0.16% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 5,893 | $250.5K | 0.00% | +5,893 | New |
| Grey Fox Wealth Advisors, LLC | 5,989 | $254.5K | 0.06% | +664+12.5% | Added |
| KBC Group NV | 5,989 | $255.0K | 0.00% | −3,219−35.0% | Reduced |
| Inspire Advisors, LLC | 6,032 | $256.4K | 0.03% | +1,180+24.3% | Added |
| Optas, LLC | 6,142 | $261.0K | 0.05% | +6,142 | New |
| Impact Partnership Wealth, LLC | 6,192 | $263.2K | 0.05% | +6,192 | New |
| Frank, Rimerman Advisors LLC | 6,197 | $263.4K | 0.02% | −54−0.9% | Reduced |
| Advisors Asset Management, Inc. | 6,205 | $263.7K | 0.00% | −250−3.9% | Reduced |
| Mutual Advisors, LLC | 6,534 | $270.6K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,403 | $272.2K | 0.01% | +412+6.9% | Added |
| Versant Capital Management, Inc | 6,470 | $275.0K | 0.04% | −213−3.2% | Reduced |
| Inscription Capital, LLC | 6,786 | $288.4K | 0.04% | +6,786 | New |
| Everence Capital Management Inc | 6,800 | $289.0K | 0.02% | −2,100−23.6% | Reduced |
| Ieq Capital, LLC | 6,807 | $289.3K | 0.00% | +6,807 | New |
| Fifth Third Wealth Advisors LLC | 6,948 | $295.3K | 0.01% | −102−1.4% | Reduced |
| Vident Advisory, LLC | 7,069 | $300.5K | 0.00% | −6,355−47.3% | Reduced |
| XML Financial, LLC | 7,108 | $302.1K | 0.03% | +94+1.3% | Added |
| CIBC Asset Management Inc | 7,133 | $303.2K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 7,199 | $306.0K | 0.01% | −5,384−42.8% | Reduced |
| Sanctuary Advisors, LLC | 7,270 | $309.0K | 0.00% | −1,684−18.8% | Reduced |
| Kestra Advisory Services, LLC | 7,483 | $318.0K | 0.00% | −963−11.4% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 7,519 | $319.6K | 0.08% | +7,519 | New |
| Nations Financial Group Inc, | 7,639 | $324.7K | 0.02% | +89+1.2% | Added |
| Cerity Partners LLC | 7,953 | $338.0K | 0.00% | +2,578+48.0% | Added |
| TD Private Client Wealth LLC | 7,979 | $339.1K | 0.01% | +5,435+213.6% | Added |
| Shelton Capital Management | 8,022 | $340.9K | 0.01% | −207−2.5% | Reduced |
| Knollwood Investment Advisory, LLC | 8,209 | $348.9K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 8,281 | $351.9K | 0.02% | +2,375+40.2% | Added |
| American Assets Capital Advisers, LLC | 8,535 | $362.7K | 0.36% | −51,782−85.8% | Reduced |
| EP Wealth Advisors, LLC | 8,892 | $377.9K | 0.00% | −211−2.3% | Reduced |
| Lecap Asset Management Ltd | 9,080 | $385.9K | 0.14% | +9,080 | New |
| IFG Advisory, LLC | 9,454 | $401.8K | 0.02% | +817+9.5% | Added |
| Mercer Global Advisors Inc | 9,483 | $403.0K | 0.00% | +92+1.0% | Added |
| Allstate Corp | 9,769 | $415.2K | 0.03% | −3,072−23.9% | Reduced |
| Sit Investment Associates Inc | 9,950 | $423.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,108 | $429.6K | 0.00% | +474+4.9% | Added |
| Drucker Wealth 3.0, LLC | 10,285 | $436.7K | 0.08% | +10,285 | New |
| Total Wealth Planning & Management, Inc. | 10,451 | $444.2K | 0.39% | −179−1.7% | Reduced |
| Maryland State Retirement & Pension System | 10,457 | $444.4K | 0.01% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 10,523 | $447.2K | 0.07% | −436−4.0% | Reduced |
| Merit Financial Group, LLC | 10,574 | $449.4K | 0.01% | +10,574 | New |
| NEOS Investment Management LLC | 10,803 | $453.5K | 0.01% | +5,917+121.1% | Added |
| Norinchukin Bank, The | 10,864 | $461.7K | 0.01% | +423+4.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,709 | $464.1K | 0.00% | −2,485−18.8% | Reduced |
| US Bancorp | 11,033 | $468.9K | 0.00% | +26+0.2% | Added |
| Arkadios Wealth Advisors | 11,095 | $471.6K | 0.01% | +1,217+12.3% | Added |
| Farringdon Capital, Ltd. | 11,256 | $478.4K | 0.16% | +11,256 | New |
| Wesbanco Bank Inc | 11,408 | $484.8K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 11,715 | $497.0K | 0.01% | −546−4.5% | Reduced |
| Cooper Financial Group | 12,144 | $516.1K | 0.06% | −1,162−8.7% | Reduced |
| Bridgefront Capital, LLC | 12,213 | $519.1K | 0.14% | +4,318+54.7% | Added |
| Pinnacle Associates Ltd | 12,468 | $529.9K | 0.01% | +30.0% | Added |
| The PNC Financial Services Group, Inc. | 12,471 | $530.0K | 0.00% | +1,405+12.7% | Added |
| Jump Financial, LLC | 12,643 | $537.3K | 0.01% | −6,657−34.5% | Reduced |
| Neuberger Berman Group LLC | 12,856 | $542.8K | 0.00% | +2,736+27.0% | Added |
| Groupe la Francaise | 12,883 | $547.0K | 0.01% | +12,883 | New |
| Mount Yale Investment Advisors, LLC | 13,280 | $564.4K | 0.04% | −9,373−41.4% | Reduced |
| DoubleLine ETF Adviser LP | 13,385 | $568.9K | 0.18% | +269+2.1% | Added |
| D.A. Davidson & Co. | 13,395 | $569.3K | 0.00% | +1,425+11.9% | Added |
| Shell Asset Management Co | 13,423 | $570.0K | 0.02% | −2,393−15.1% | Reduced |
| Fox Run Management, L.L.C. | 13,467 | $572.3K | 0.10% | +13,467 | New |
| Mirador Capital Partners LP | 13,940 | $592.5K | 0.10% | +637+4.8% | Added |
| Winmill & Co. Inc | 14,000 | $595.0K | 0.17% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 14,042 | $596.8K | 0.31% | −353−2.5% | Reduced |
| Quadrant Capital Group LLC | 14,232 | $604.9K | 0.02% | +11,526+425.9% | Added |
| Vestcor Inc | 14,311 | $608.0K | 0.02% | −34,600−70.7% | Reduced |
| Clearstead Advisors, LLC | 14,311 | $608.2K | 0.01% | +417+3.0% | Added |
| Edgestream Partners, L.P. | 14,354 | $610.0K | 0.02% | +14,354 | New |
| Lindenwold Advisors | 14,560 | $618.8K | 0.32% | +194+1.4% | Added |