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 |
|---|---|---|---|---|---|
| Syon Capital LLC | 8,281 | $351.9K | 0.02% | +2,375+40.2% | Added |
| Knollwood Investment Advisory, LLC | 8,209 | $348.9K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 8,022 | $340.9K | 0.01% | −207−2.5% | Reduced |
| TD Private Client Wealth LLC | 7,979 | $339.1K | 0.01% | +5,435+213.6% | Added |
| Cerity Partners LLC | 7,953 | $338.0K | 0.00% | +2,578+48.0% | Added |
| Nations Financial Group Inc, | 7,639 | $324.7K | 0.02% | +89+1.2% | Added |
| Lombard Odier Asset Management (USA) Corp | 7,519 | $319.6K | 0.08% | +7,519 | New |
| Kestra Advisory Services, LLC | 7,483 | $318.0K | 0.00% | −963−11.4% | Reduced |
| Sanctuary Advisors, LLC | 7,270 | $309.0K | 0.00% | −1,684−18.8% | Reduced |
| Twin Tree Management, LP | 7,199 | $306.0K | 0.01% | −5,384−42.8% | Reduced |
| CIBC Asset Management Inc | 7,133 | $303.2K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 7,108 | $302.1K | 0.03% | +94+1.3% | Added |
| Vident Advisory, LLC | 7,069 | $300.5K | 0.00% | −6,355−47.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,948 | $295.3K | 0.01% | −102−1.4% | Reduced |
| Ieq Capital, LLC | 6,807 | $289.3K | 0.00% | +6,807 | New |
| Everence Capital Management Inc | 6,800 | $289.0K | 0.02% | −2,100−23.6% | Reduced |
| Inscription Capital, LLC | 6,786 | $288.4K | 0.04% | +6,786 | New |
| Versant Capital Management, Inc | 6,470 | $275.0K | 0.04% | −213−3.2% | Reduced |
| Belpointe Asset Management LLC | 6,403 | $272.2K | 0.01% | +412+6.9% | Added |
| Mutual Advisors, LLC | 6,534 | $270.6K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 6,205 | $263.7K | 0.00% | −250−3.9% | Reduced |
| Frank, Rimerman Advisors LLC | 6,197 | $263.4K | 0.02% | −54−0.9% | Reduced |
| Impact Partnership Wealth, LLC | 6,192 | $263.2K | 0.05% | +6,192 | New |
| Optas, LLC | 6,142 | $261.0K | 0.05% | +6,142 | New |
| Inspire Advisors, LLC | 6,032 | $256.4K | 0.03% | +1,180+24.3% | Added |
| KBC Group NV | 5,989 | $255.0K | 0.00% | −3,219−35.0% | Reduced |
| Grey Fox Wealth Advisors, LLC | 5,989 | $254.5K | 0.06% | +664+12.5% | Added |
| Swiss Life Asset Management Ltd | 5,893 | $250.5K | 0.00% | +5,893 | New |
| Papamarkou Wellner Asset Management inc. | 5,800 | $246.5K | 0.16% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 5,654 | $240.3K | 0.00% | +5,654 | New |
| Worth Venture Partners, LLC | 5,600 | $238.0K | 0.36% | +5,600 | New |
| Los Angeles Capital Management LLC | 5,594 | $237.7K | 0.00% | −10,218−64.6% | Reduced |
| Kera Capital Partners, Inc. | 5,574 | $236.9K | 0.05% | −728−11.6% | Reduced |
| Ballentine Partners, LLC | 5,572 | $236.8K | 0.00% | +5,572 | New |
| Atomi Financial Group, Inc. | 5,548 | $235.8K | 0.01% | +5,548 | New |
| Meiji Yasuda Asset Management Co Ltd. | 5,467 | $232.3K | 0.01% | +101+1.9% | Added |
| Gsa Capital Partners LLP | 5,455 | $232.0K | 0.02% | +227+4.3% | Added |
| Atria Investments LLC | 5,272 | $224.1K | 0.00% | −1,418−21.2% | Reduced |
| Chicago Partners Investment Group LLC | 5,383 | $223.5K | 0.01% | +5,383 | New |
| L.M. Kohn & Company | 5,134 | $218.2K | 0.06% | +5,134 | New |
| Carmel Capital Partners, LLC | 5,010 | $212.9K | 0.07% | −5,158−50.7% | Reduced |
| Profund Advisors LLC | 4,963 | $210.9K | 0.01% | −274−5.2% | Reduced |
| Renaissance Group LLC | 4,915 | $208.9K | 0.01% | −130−2.6% | Reduced |
| Kaizen Financial Strategies | 4,866 | $206.8K | 0.11% | +175+3.7% | Added |
| Evergreen Capital Management LLC | 4,763 | $202.4K | 0.01% | −592−11.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,742 | $201.5K | 0.00% | −1,367−22.4% | Reduced |
| CWM, LLC | 4,718 | $201.0K | 0.00% | +2,768+141.9% | Added |
| Northwestern Mutual Wealth Management Co | 4,723 | $200.7K | 0.00% | +340+7.8% | Added |
| Pacific Sun Financial Corp | 4,712 | $200.3K | 0.10% | +4,712 | New |
| Tower Research Capital LLC (TRC) | 4,543 | $193.1K | 0.01% | −6,181−57.6% | Reduced |
| Kestra Investment Management, LLC | 4,151 | $176.8K | 0.00% | +2,178+110.4% | Added |
| Virtus Investment Advisers, Inc. | 4,049 | $172.1K | 0.06% | +535+15.2% | Added |
| GF Fund Management Co. Ltd. | 4,038 | $171.6K | 0.00% | −245−5.7% | Reduced |
| Bessemer Group Inc | 3,909 | $166.0K | 0.00% | +188+5.1% | Added |
| Ci Investments Inc. | 3,504 | $149.0K | 0.00% | −974−21.8% | Reduced |
| FIL Ltd | 3,262 | $138.6K | 0.00% | −11,432−77.8% | Reduced |
| Skopos Labs, Inc. | 3,178 | $135.1K | 0.02% | +1,887+146.2% | Added |
| Colonial Trust Co | 2,656 | $112.9K | 0.02% | −2,565−49.1% | Reduced |
| Umb Bank N A | 2,403 | $102.1K | 0.00% | +486+25.4% | Added |
| ZRC Wealth Management, LLC | 2,250 | $95.6K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,222 | $94.4K | 0.01% | +42+1.9% | Added |
| Farther Finance Advisors, LLC | 1,915 | $81.4K | 0.00% | +118+6.6% | Added |
| Fifth Third Bancorp | 1,846 | $78.5K | 0.00% | −399−17.8% | Reduced |
| Zimmer Partners, LP | 1,761 | $74.8K | 0.00% | −65,439−97.4% | Reduced |
| Signaturefd, LLC | 1,680 | $71.4K | 0.00% | +761+82.8% | Added |
| IFP Advisors, Inc | 1,532 | $70.8K | 0.00% | +1,349+737.2% | Added |
| Hantz Financial Services, Inc. | 1,651 | $70.0K | 0.00% | +1,563+1,776.1% | Added |
| Anchor Investment Management, LLC | 1,462 | $62.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,440 | $61.0K | 0.04% | −135−8.6% | Reduced |
| Larson Financial Group LLC | 1,409 | $59.9K | 0.00% | +1,100+356.0% | Added |
| Jones Financial Companies LLLP | 1,208 | $51.2K | 0.00% | +511+73.3% | Added |
| Harbor Capital Advisors, Inc. | 1,207 | $51.0K | 0.00% | +42+3.6% | Added |
| Parallel Advisors, LLC | 1,128 | $47.9K | 0.00% | +208+22.6% | Added |
| CIBC Private Wealth Group, LLC | 1,115 | $47.4K | 0.00% | −328−22.7% | Reduced |
| Allworth Financial LP | 996 | $42.3K | 0.00% | +60+6.4% | Added |
| HHM Wealth Advisors, LLC | 987 | $41.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 893 | $38.0K | 0.00% | +568+174.8% | Added |
| SRS Capital Advisors, Inc. | 814 | $34.6K | 0.00% | +26+3.3% | Added |
| Sunbelt Securities, Inc. | 768 | $32.9K | 0.00% | −1−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 709 | $30.1K | 0.00% | −45−6.0% | Reduced |
| True Wealth Design, LLC | 694 | $29.5K | 0.01% | +524+308.2% | Added |
| Huntington National Bank | 682 | $29.0K | 0.00% | −309−31.2% | Reduced |
| Montag A & Associates Inc | 663 | $28.2K | 0.00% | +191+40.5% | Added |
| Global Retirement Partners, LLC | 662 | $28.1K | 0.00% | +662 | New |
| Massmutual Trust Co FSB | 586 | $24.9K | 0.00% | +21+3.7% | Added |
| Whittier Trust Co | 578 | $24.6K | 0.00% | +181+45.6% | Added |
| Fulcrum Asset Management LLP | 548 | $23.3K | 0.01% | +548 | New |
| V-Square Quantitative Management LLC | 537 | $22.8K | 0.00% | +537 | New |
| Assetmark, Inc | 519 | $22.1K | 0.00% | −3,717−87.7% | Reduced |
| EverSource Wealth Advisors, LLC | 453 | $19.3K | 0.00% | +380+520.5% | Added |
| Bank of New Hampshire | 415 | $17.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 406 | $17.3K | 0.00% | +5+1.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 389 | $16.5K | 0.01% | +17+4.6% | Added |
| South State Corp. | 374 | $15.9K | 0.00% | +32+9.4% | Added |
| Spire Wealth Management | 304 | $12.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $12.8K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 292 | $12.4K | 0.00% | +292 | New |
| Quarry LP | 279 | $11.9K | 0.00% | −2,977−91.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 304 | $11.8K | 0.00% | +304 | New |