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 |
|---|---|---|---|---|---|
| Perpetual Ltd | 14,738 | $626.4K | 0.01% | +14,738 | New |
| Perbak Capital Partners LLP | 14,773 | $627.9K | 0.14% | +14,773 | New |
| Oddo BHF Asset Management SAS | 15,267 | $648.8K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 15,976 | $679.0K | 0.00% | −606−3.7% | Reduced |
| Crossmark Global Holdings, Inc. | 16,075 | $683.2K | 0.01% | +655+4.2% | Added |
| Erste Asset Management GmbH | 16,400 | $694.9K | 0.01% | −2,700−14.1% | Reduced |
| Cetera Investment Advisers | 17,212 | $731.5K | 0.00% | +265+1.6% | Added |
| Securian Asset Management, Inc | 17,360 | $737.8K | 0.02% | +264+1.5% | Added |
| Captrust Financial Advisors | 17,683 | $751.5K | 0.00% | +11,289+176.6% | Added |
| Fairtree Asset Management (Pty) Ltd | 17,924 | $761.8K | 0.57% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 18,032 | $766.0K | 0.00% | −1,183−6.2% | Reduced |
| Neo Ivy Capital Management | 18,630 | $782.1K | 0.25% | +18,630 | New |
| Spirit of America Management Corp | 19,450 | $826.6K | 0.17% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 20,059 | $852.5K | 0.02% | −23,604−54.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 20,504 | $871.4K | 0.05% | −13,441−39.6% | Reduced |
| HRT Financial LP | 20,648 | $877.0K | 0.00% | +20,648 | New |
| O'Shaughnessy Asset Management, LLC | 20,954 | $890.5K | 0.01% | −3,858−15.5% | Reduced |
| Summit Trail Advisors, LLC | 21,073 | $895.6K | 0.02% | +21,073 | New |
| Federated Hermes, Inc. | 21,280 | $904.4K | 0.00% | −135−0.6% | Reduced |
| Azzad Asset Management Inc | 21,336 | $906.8K | 0.10% | +1,011+5.0% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 22,015 | $935.6K | 0.16% | −10,650−32.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 22,183 | $943.0K | 0.00% | +319+1.5% | Added |
| Gallacher Capital Management LLC | 22,269 | $946.5K | 0.44% | +3,855+20.9% | Added |
| MML Investors Services, LLC | 22,338 | $949.0K | 0.00% | −3,468−13.4% | Reduced |
| Elo Mutual Pension Insurance Co | 22,827 | $970.1K | 0.02% | +22,827 | New |
| Pensionmark Financial Group, LLC | 23,090 | $981.3K | 0.02% | −1,003−4.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 23,215 | $986.6K | 0.00% | +23,215 | New |
| New York Life Investment Management LLC | 23,604 | $1.00M | 0.01% | −545−2.3% | Reduced |
| Nordwand Advisors, LLC | 25,000 | $1.06M | 0.17% | +25,000 | New |
| JustInvest LLC | 25,170 | $1.07M | 0.01% | +7,000+38.5% | Added |
| Xponance, Inc. | 25,600 | $1.09M | 0.01% | −363−1.4% | Reduced |
| Pensionfund Sabic | 25,700 | $1.09M | 0.31% | 00.0% | Unchanged |
| M&T Bank Corp | 25,761 | $1.09M | 0.00% | +221+0.9% | Added |
| Danske Bank A/S | 26,521 | $1.13M | 0.00% | −29,014−52.2% | Reduced |
| Empire Life Investments Inc. | 27,538 | $1.17M | 0.07% | −506−1.8% | Reduced |
| Naples Global Advisors, LLC | 28,495 | $1.21M | 0.10% | +2,535+9.8% | Added |
| Voya Investment Management LLC | 28,753 | $1.22M | 0.00% | −3,687−11.4% | Reduced |
| CoreCap Advisors, LLC | 29,440 | $1.25M | 0.05% | +1,306+4.6% | Added |
| Red Door Wealth Management, LLC | 30,000 | $1.27M | 0.15% | 00.0% | Unchanged |
| Principal Securities, Inc. | 30,210 | $1.28M | 0.02% | +2,751+10.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 31,338 | $1.33M | 0.05% | −661−2.1% | Reduced |
| Moran Wealth Management, LLC | 31,522 | $1.34M | 0.04% | +270+0.9% | Added |
| Entropy Technologies, LP | 32,801 | $1.39M | 0.11% | +13,052+66.1% | Added |
| Wellington Management Group LLP | 33,032 | $1.40M | 0.00% | +3,307+11.1% | Added |
| Quest Partners LLC | 33,049 | $1.40M | 0.14% | −1,555−4.5% | Reduced |
| Atom Investors LP | 33,049 | $1.40M | 0.12% | +33,049 | New |
| Federation des caisses Desjardins du Quebec | 33,879 | $1.44M | 0.01% | +15,242+81.8% | Added |
| Pictet Asset Management Holding SA | 34,047 | $1.45M | 0.00% | −16,328−32.4% | Reduced |
| Nissay Asset Management Corp | 34,384 | $1.46M | 0.01% | +1,535+4.7% | Added |
| Bridges Investment Management Inc | 34,570 | $1.47M | 0.02% | +4,604+15.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 34,648 | $1.47M | 0.04% | −804−2.3% | Reduced |
| NTV Asset Management LLC | 35,213 | $1.50M | 0.18% | +213+0.6% | Added |
| Creative Planning | 35,213 | $1.50M | 0.00% | +14,323+68.6% | Added |
| Jacobs Levy Equity Management, Inc | 35,351 | $1.50M | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 35,544 | $1.51M | 0.02% | +13,822+63.6% | Added |
| Vanderbilt University | 36,371 | $1.55M | 0.29% | +20,580+130.3% | Added |
| Nebula Research & Development LLC | 36,498 | $1.55M | 0.13% | +36,498 | New |
| IFM Investors Pty Ltd | 36,676 | $1.56M | 0.01% | −8,601−19.0% | Reduced |
| Utah Retirement Systems | 37,008 | $1.57M | 0.02% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 37,244 | $1.58M | 0.02% | +37,244 | New |
| Metis Global Partners, LLC | 37,760 | $1.60M | 0.04% | +9,119+31.8% | Added |
| HighTower Advisors, LLC | 38,286 | $1.63M | 0.00% | +1,126+3.0% | Added |
| Panagora Asset Management Inc | 39,510 | $1.68M | 0.01% | −8,402−17.5% | Reduced |
| AMG National Trust Bank | 40,240 | $1.71M | 0.04% | +40,240 | New |
| Ameritas Investment Partners, Inc. | 44,259 | $1.88M | 0.06% | −238−0.5% | Reduced |
| New Mexico Educational Retirement Board | 45,900 | $1.95M | 0.06% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 46,392 | $1.97M | 0.03% | +500+1.1% | Added |
| Sequoia Financial Advisors, LLC | 47,017 | $2.00M | 0.01% | +13,731+41.3% | Added |
| KLP Kapitalforvaltning AS | 47,400 | $2.01M | 0.01% | −900−1.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 47,920 | $2.04M | 0.02% | +2,018+4.4% | Added |
| Advisor Group Holdings, Inc. | 48,741 | $2.07M | 0.00% | +9,421+24.0% | Added |
| Pensionfund DSM Netherlands | 48,800 | $2.07M | 1.40% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 50,866 | $2.16M | 0.08% | +2,537+5.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 50,897 | $2.16M | 0.03% | +613+1.2% | Added |
| XTX Topco Ltd | 51,237 | $2.18M | 0.09% | +51,237 | New |
| Thrivent Financial for Lutherans | 53,673 | $2.25M | 0.00% | +649+1.2% | Added |
| Nisa Investment Advisors, LLC | 54,289 | $2.31M | 0.01% | −12,321−18.5% | Reduced |
| Coldstream Capital Management Inc | 54,716 | $2.33M | 0.04% | −169−0.3% | Reduced |
| State of Michigan Retirement System | 54,800 | $2.33M | 0.01% | +700+1.3% | Added |
| GEM Realty Capital | 56,153 | $2.39M | 0.23% | +56,153 | New |
| Stifel Financial Corp | 57,139 | $2.43M | 0.00% | −41,493−42.1% | Reduced |
| Two Sigma Advisers, LP | 57,600 | $2.45M | 0.01% | −8,600−13.0% | Reduced |
| CIBC World Markets Corp | 60,688 | $2.58M | 0.02% | −2,490−3.9% | Reduced |
| Handelsbanken Fonder AB | 61,234 | $2.60M | 0.01% | −2,700−4.2% | Reduced |
| Bank of Montreal | 61,236 | $2.60M | 0.00% | +1,521+2.5% | Added |
| Pathstone Holdings, LLC | 63,525 | $2.70M | 0.01% | −8,873−12.3% | Reduced |
| Anson Funds Management LP | 63,690 | $2.71M | 0.50% | +1,600+2.6% | Added |
| UniSuper Management Pty Ltd | 63,900 | $2.72M | 0.02% | +700+1.1% | Added |
| Louisiana State Employees Retirement System | 64,100 | $2.72M | 0.05% | +700+1.1% | Added |
| Brinker Capital Investments, LLC | 65,300 | $2.78M | 0.02% | +16,226+33.1% | Added |
| Verition Fund Management LLC | 66,563 | $2.83M | 0.02% | −92,353−58.1% | Reduced |
| Arizona State Retirement System | 66,812 | $2.84M | 0.02% | +1,957+3.0% | Added |
| Teachers Retirement System of the State of Kentucky | 66,860 | $2.84M | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 68,142 | $2.90M | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 68,873 | $2.93M | 0.08% | +33,151+92.8% | Added |
| Adage Capital Partners GP, L.L.C. | 70,000 | $2.98M | 0.01% | −55,000−44.0% | Reduced |
| Northern Oak Wealth Management Inc | 70,044 | $2.98M | 0.38% | −3,966−5.4% | Reduced |
| WCM Investment Management, LLC | 70,771 | $3.00M | 0.01% | −2,038−2.8% | Reduced |
| Davenport & Co LLC | 70,744 | $3.01M | 0.02% | −54,232−43.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 70,771 | $3.01M | 0.03% | 00.0% | Unchanged |