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, Q3 2025
Institutional positions in CubeSmart as of Sep 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
- 478
- +24 vs. Q2 2025
- Shares held
- 211.0M
- −586.6K (−0.3%) vs. Q2 2025
- Total value
- $8.58B
- −$414.7M (−4.6%) vs. Q2 2025
- New holders
- 71
- 177 more added
- Sold out
- 47
- 172 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 4 | $0 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 2 | $82 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $162 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $244 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 7 | $285 | 0.00% | +7 | New |
| Operose Advisors LLC | 8 | $325 | 0.00% | +8 | New |
| Sound Income Strategies, LLC | 10 | $398 | 0.00% | −41−80.4% | Reduced |
| Financial Consulate, Inc | 12 | $488 | 0.00% | +12 | New |
| CVA Family Office, LLC | 13 | $529 | 0.00% | +1+8.3% | Added |
| American Capital Advisory, LLC | 13 | $529 | 0.00% | +3+30.0% | Added |
| AdvisorNet Financial, Inc | 14 | $569 | 0.00% | −1−6.7% | Reduced |
| Bruce G. Allen Investments, LLC | 16 | $651 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 18 | $732 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 20 | $813 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 20 | $813 | 0.00% | +20 | New |
| Financial Management Professionals, Inc. | 22 | $895 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 22 | $895 | 0.00% | +16+266.7% | Added |
| Hughes Financial Services, LLC | 25 | $916 | 0.00% | +12+92.3% | Added |
| Ronald Blue Trust, Inc. | 23 | $935 | 0.00% | +23 | New |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $1.00K | 0.00% | +1+4.0% | Added |
| Bullock Wealth Management Group | 35 | $1.42K | 0.00% | +35 | New |
| NBC Securities, Inc. | 35 | $1.42K | 0.00% | −5−12.5% | Reduced |
| Nemes Rush Group LLC | 36 | $1.46K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 36 | $1.50K | 0.00% | −109−75.2% | Reduced |
| Glen Eagle Advisors, LLC | 46 | $1.87K | 0.00% | +46 | New |
| South State Corp. | 49 | $1.99K | 0.00% | −325−86.9% | Reduced |
| JPL Wealth Management, LLC | 57 | $2.32K | 0.00% | +57 | New |
| HighMark Wealth Management LLC | 64 | $2.60K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 64 | $2.60K | 0.00% | +64 | New |
| MJT & Associates Financial Advisory Group, Inc. | 65 | $2.64K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 67 | $2.72K | 0.00% | +67 | New |
| First Horizon Corp | 71 | $2.89K | 0.00% | +71 | New |
| Cornerstone Planning Group LLC | 76 | $2.96K | 0.00% | +3+4.1% | Added |
| Sachetta, LLC | 78 | $3.17K | 0.00% | +56+254.5% | Added |
| Archer Investment Corp | 80 | $3.25K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 90 | $3.66K | 0.00% | +70+350.0% | Added |
| Bare Financial Services, Inc | 100 | $4.07K | 0.00% | −11−9.9% | Reduced |
| Chung Wu Investment Group, LLC | 100 | $4.07K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 104 | $4.23K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 106 | $4.31K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 134 | $5.45K | 0.00% | −111−45.3% | Reduced |
| Bell Investment Advisors, Inc | 148 | $6.02K | 0.00% | −21−12.4% | Reduced |
| Red Tortoise LLC | 153 | $6.22K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 165 | $6.71K | 0.00% | −63−27.6% | Reduced |
| Roxbury Financial LLC | 185 | $7.51K | 0.01% | +2+1.1% | Added |
| Creative Financial Designs Inc | 188 | $7.64K | 0.00% | +2+1.1% | Added |
| Parkside Financial Bank & Trust | 191 | $7.77K | 0.00% | +15+8.5% | Added |
| Farmers & Merchants Investments Inc | 197 | $8.01K | 0.00% | +15+8.2% | Added |
| Heritage Wealth Advisors | 200 | $8.13K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $8.13K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 204 | $8.29K | 0.00% | −71−25.8% | Reduced |
| Investors Research Corp | 213 | $8.66K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 220 | $8.95K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 236 | $9.61K | 0.00% | −342−59.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 251 | $10.2K | 0.00% | −4−1.6% | Reduced |
| Smartleaf Asset Management LLC | 260 | $10.6K | 0.00% | +68+35.4% | Added |
| Atlantic Union Bankshares Corp | 266 | $10.8K | 0.00% | +266 | New |
| Dogwood Wealth Management LLC | 293 | $11.9K | 0.01% | +128+77.6% | Added |
| Geneos Wealth Management Inc. | 300 | $12.2K | 0.00% | −593−66.4% | Reduced |
| North Star Investment Management Corp. | 300 | $12.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 308 | $12.5K | 0.00% | +4+1.3% | Added |
| Peregrine Capital Management LLC | 310 | $12.6K | 0.00% | +310 | New |
| West Branch Capital LLC | 333 | $13.5K | 0.00% | +333 | New |
| HHM Wealth Advisors, LLC | 360 | $14.6K | 0.00% | −627−63.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 371 | $15.1K | 0.01% | +188+102.7% | Added |
| Rise Advisors, LLC | 381 | $15.5K | 0.01% | −8−2.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 400 | $16.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 409 | $16.6K | 0.00% | −177−30.2% | Reduced |
| GWM Advisors LLC | 411 | $16.7K | 0.00% | +5+1.2% | Added |
| Bank of New Hampshire | 415 | $16.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 447 | $18.2K | 0.00% | +447 | New |
| EverSource Wealth Advisors, LLC | 451 | $18.3K | 0.00% | −2−0.4% | Reduced |
| Sunbelt Securities, Inc. | 467 | $19.0K | 0.00% | −301−39.2% | Reduced |
| Mather Group, LLC. | 476 | $19.4K | 0.00% | +476 | New |
| CX Institutional | 512 | $21.0K | 0.00% | −112,851−99.5% | Reduced |
| Fulcrum Asset Management LLP | 548 | $22.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 571 | $23.2K | 0.01% | +292+104.7% | Added |
| Steward Partners Investment Advisory, LLC | 600 | $24.4K | 0.00% | −109−15.4% | Reduced |
| Global Retirement Partners, LLC | 622 | $25.3K | 0.00% | −40−6.0% | Reduced |
| IFP Advisors, Inc | 648 | $26.3K | 0.00% | −884−57.7% | Reduced |
| Montag A & Associates Inc | 663 | $27.0K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 684 | $27.8K | 0.03% | +684 | New |
| Assetmark, Inc | 695 | $28.3K | 0.00% | +176+33.9% | Added |
| Private Trust Co NA | 706 | $28.7K | 0.00% | +478+209.6% | Added |
| True Wealth Design, LLC | 805 | $32.7K | 0.01% | +111+16.0% | Added |
| Wealthspire Advisors, LLC | 836 | $34.0K | 0.00% | +836 | New |
| Huntington National Bank | 977 | $39.7K | 0.00% | +295+43.3% | Added |
| SJS Investment Consulting Inc. | 1,039 | $42.2K | 0.01% | +1,039 | New |
| Allworth Financial LP | 1,061 | $43.1K | 0.00% | +65+6.5% | Added |
| Versant Capital Management, Inc | 1,174 | $47.7K | 0.01% | −5,296−81.9% | Reduced |
| Harbor Capital Advisors, Inc. | 1,207 | $49.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,250 | $50.8K | 0.00% | +1,250 | New |
| Parallel Advisors, LLC | 1,261 | $51.3K | 0.00% | +133+11.8% | Added |
| Larson Financial Group LLC | 1,408 | $57.2K | 0.00% | −1−0.1% | Reduced |
| Anchor Investment Management, LLC | 1,462 | $59.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,551 | $63.0K | 0.03% | +111+7.7% | Added |
| Group One Trading, L.P. | 1,750 | $71.2K | 0.00% | +1,750 | New |
| Syntax Research, Inc. | 1,750 | $71.2K | 0.05% | +1,750 | New |
| Advisory Services Network, LLC | 1,781 | $72.4K | 0.00% | +1,781 | New |