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 |
|---|---|---|---|---|---|
| MAI Capital Management | 275 | $11.7K | 0.00% | −4−1.4% | Reduced |
| Atticus Wealth Management, LLC | 256 | $10.9K | 0.00% | +256 | New |
| Whittier Trust Co of Nevada Inc | 255 | $10.8K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 245 | $10.4K | 0.00% | +133+118.8% | Added |
| Private Trust Co NA | 228 | $9.69K | 0.00% | −134−37.0% | Reduced |
| Addison Advisors LLC | 228 | $9.69K | 0.00% | +228 | New |
| Central Trust Co | 220 | $9.35K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 213 | $9.05K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 227 | $9.00K | 0.00% | +227 | New |
| Heritage Wealth Advisors | 200 | $8.50K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $8.50K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 192 | $8.13K | 0.00% | −33−14.7% | Reduced |
| Creative Financial Designs Inc | 186 | $7.92K | 0.00% | +6+3.3% | Added |
| Caitong International Asset Management Co., Ltd | 183 | $7.78K | 0.01% | +183 | New |
| Roxbury Financial LLC | 183 | $7.77K | 0.01% | +2+1.1% | Added |
| Farmers & Merchants Investments Inc | 182 | $7.74K | 0.00% | +20+12.3% | Added |
| Parkside Financial Bank & Trust | 176 | $7.48K | 0.00% | −8−4.3% | Reduced |
| Bell Investment Advisors, Inc | 169 | $7.18K | 0.00% | +13+8.3% | Added |
| Dogwood Wealth Management LLC | 165 | $7.03K | 0.00% | +165 | New |
| Red Tortoise LLC | 153 | $6.50K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 145 | $6.18K | 0.00% | −1,058−87.9% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 141 | $5.99K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 111 | $4.72K | 0.00% | +80+258.1% | Added |
| Harbour Investments, Inc. | 106 | $4.50K | 0.00% | −25−19.1% | Reduced |
| Bryn Mawr Trust Co | 105 | $4.46K | 0.00% | −74−41.3% | Reduced |
| MTM Investment Management, LLC | 104 | $4.42K | 0.00% | +104 | New |
| Chung Wu Investment Group, LLC | 100 | $4.25K | 0.00% | +100 | New |
| Archer Investment Corp | 80 | $3.40K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 75 | $3.19K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 71 | $3.02K | 0.00% | +13+22.4% | Added |
| Cornerstone Planning Group LLC | 73 | $2.89K | 0.00% | +1+1.4% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 65 | $2.76K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 64 | $2.72K | 0.00% | +64 | New |
| Sound Income Strategies, LLC | 51 | $2.17K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 50 | $2.13K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 36 | $1.53K | 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 |
| Sachetta, LLC | 22 | $935 | 0.00% | −13−37.1% | Reduced |
| Financial Management Professionals, Inc. | 22 | $935 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 21 | $893 | 0.00% | +7+50.0% | Added |
| 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 |
| Cromwell Holdings LLC | 18 | $765 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $680 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $638 | 0.00% | −7−31.8% | Reduced |
| Hughes Financial Services, LLC | 13 | $514 | 0.00% | +1+8.3% | Added |
| CVA Family Office, LLC | 12 | $510 | 0.00% | −13−52.0% | Reduced |
| Bogart Wealth, LLC | 12 | $510 | 0.00% | +12 | New |
| Atlantic Trust, LLC | 11 | $468 | 0.00% | −173−94.0% | Reduced |
| American Capital Advisory, LLC | 10 | $425 | 0.00% | +10 | 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 |
| DecisionPoint Financial, LLC | 4 | $171 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 2 | $85 | 0.00% | +2 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,574,797−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,310,493−100.0% | Sold out |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −1,108,821−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −607,296−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −470,241−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −427,718−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −408,739−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −340,918−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −249,779−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −170,639−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −69,044−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −60,375−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −56,911−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −47,888−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −36,772−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −20,823−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −20,414−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −14,921−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −13,572−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −12,977−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −11,745−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −10,761−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −10,233−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −9,914−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −9,012−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −8,258−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −6,704−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −6,329−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −3,425−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −2,157−100.0% | Sold out |
| Wiser Advisor Group LLC | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Syntax Research, Inc. | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| West Financial Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |