Skip to main content

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.

Institutional holdersQ3 2025: 478 institutions
Q1 2021: 301 institutionsQ2 2021: 295 institutionsQ3 2021: 331 institutionsQ4 2021: 389 institutionsQ1 2022: 361 institutionsQ2 2022: 325 institutionsQ3 2022: 335 institutionsQ4 2022: 360 institutionsQ1 2023: 399 institutionsQ2 2023: 412 institutionsQ3 2023: 414 institutionsQ4 2023: 438 institutionsQ1 2024: 426 institutionsQ2 2024: 422 institutionsQ3 2024: 449 institutionsQ4 2024: 459 institutionsQ1 2025: 442 institutionsQ2 2025: 459 institutionsQ3 2025: 478 institutionsQ4 2025: 465 institutionsQ1 2026: 487 institutionsQ2 2026: 519 institutions
Value heldQ3 2025: $8.58B
Q1 2021: $7.42BQ2 2021: $9.05BQ3 2021: $9.19BQ4 2021: $12.2BQ1 2022: $11.1BQ2 2022: $9.11BQ3 2022: $8.69BQ4 2022: $9.41BQ1 2023: $10.7BQ2 2023: $10.0BQ3 2023: $8.47BQ4 2023: $10.1BQ1 2024: $9.82BQ2 2024: $9.84BQ3 2024: $11.8BQ4 2024: $9.42BQ1 2025: $9.33BQ2 2025: $9.45BQ3 2025: $8.58BQ4 2025: $7.85BQ1 2026: $7.72BQ2 2026: $9.18B
Institutions holding CUBE and their total value by quarter
QuarterHoldersValue
Q2 2026519$9.18B
Q1 2026487$7.72B
Q4 2025465$7.85B
Q3 2025478$8.58B
Q2 2025459$9.45B
Q1 2025442$9.33B
Q4 2024459$9.42B
Q3 2024449$11.8B
Q2 2024422$9.84B
Q1 2024426$9.82B
Q4 2023438$10.1B
Q3 2023414$8.47B
Q2 2023412$10.0B
Q1 2023399$10.7B
Q4 2022360$9.41B
Q3 2022335$8.69B
Q2 2022325$9.11B
Q1 2022361$11.1B
Q4 2021389$12.2B
Q3 2021331$9.19B
Q2 2021295$9.05B
Q1 2021301$7.42B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q2 2025.

Institutions holding CUBE in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Jones Financial Companies LLLP1,801$72.9K0.00%+593+49.1%Added
Umb Bank N A1,905$77.5K0.00%−498−20.7%Reduced
Rockefeller Capital Management L.P.1,909$77.6K0.00%+1,909New
Signaturefd, LLC1,963$79.8K0.00%+283+16.8%Added
Fifth Third Bancorp1,984$80.7K0.00%+138+7.5%Added
Farther Finance Advisors, LLC2,108$85.7K0.00%+193+10.1%Added
ZRC Wealth Management, LLC2,266$92.1K0.03%+16+0.7%Added
Ci Investments Inc.2,288$93.0K0.00%−1,216−34.7%Reduced
CIBC Private Wealth Group, LLC2,296$93.4K0.00%+1,181+105.9%Added
Employees Retirement System of Texas2,301$94.0K0.00%−135,734−98.3%Reduced
Colonial Trust Co2,656$108.0K0.01%00.0%Unchanged
GAMMA Investing LLC2,719$110.6K0.01%+497+22.4%Added
FIL Ltd3,621$147.2K0.00%+359+11.0%Added
Bessemer Group Inc3,763$153.0K0.00%−146−3.7%Reduced
GF Fund Management Co. Ltd.3,813$155.0K0.00%−225−5.6%Reduced
Advisors Asset Management, Inc.3,930$159.8K0.00%−2,275−36.7%Reduced
Hantz Financial Services, Inc.4,040$164.0K0.00%+2,389+144.7%Added
Abich Financial Wealth Management LLC4,220$171.6K0.06%+4,220New
Virtus Investment Advisers, Inc.4,309$175.2K0.05%+260+6.4%Added
Greenleaf Trust4,955$201.5K0.00%+4,955New
GW Henssler & Associates Ltd4,980$202.5K0.01%+4,980New
Renaissance Group LLC4,992$203.0K0.01%+77+1.6%Added
Mirae Asset Global Investments Co., Ltd.4,993$203.0K0.00%+251+5.3%Added
Nomura Holdings Inc4,995$203.1K0.00%+4,995New
Pacific Sun Financial Corp5,022$204.2K0.10%+310+6.6%Added
Monument Capital Management5,040$204.9K0.05%+5,040New
Inspire Advisors, LLC5,063$205.9K0.02%−969−16.1%Reduced
Machina Capital S.A.S.5,158$209.7K0.04%+5,158New
Blair William & Co5,203$211.5K0.00%+5,203New
Profund Advisors LLC5,216$212.1K0.01%+253+5.1%Added
Meiji Yasuda Asset Management Co Ltd.5,299$215.5K0.01%−168−3.1%Reduced
Abel Hall, LLC5,390$219.2K0.09%+5,390New
Twinbeech Capital LP5,414$220.1K0.01%+5,414New
Camden Capital, LLC5,421$220.4K0.02%+5,421New
Atomi Financial Group, Inc.5,541$225.3K0.01%−7−0.1%Reduced
Kaizen Financial Strategies6,134$226.9K0.10%+1,268+26.1%Added
CWM, LLC5,612$228.0K0.00%+894+18.9%Added
Ballentine Partners, LLC5,684$231.1K0.00%+112+2.0%Added
Centiva Capital, LP5,691$231.4K0.02%+5,691New
Atria Investments LLC5,701$231.8K0.00%+429+8.1%Added
Dynamic Technology Lab Private Ltd5,707$232.0K0.04%+5,707New
Impact Partnership Wealth, LLC5,770$234.6K0.03%−422−6.8%Reduced
Papamarkou Wellner Asset Management inc.5,800$235.8K0.15%00.0%Unchanged
Private Capital Management, LLC5,800$235.8K0.02%+5,800New
Belpointe Asset Management LLC5,862$238.4K0.01%−541−8.4%Reduced
Scientech Research LLC5,914$240.5K0.08%+5,914New
Shell Asset Management Co5,922$241.0K0.02%−7,501−55.9%Reduced
Worth Venture Partners, LLC6,000$244.0K0.71%+400+7.1%Added
Frank, Rimerman Advisors LLC6,007$244.2K0.02%−190−3.1%Reduced
EntryPoint Capital, LLC6,068$246.7K0.10%+6,068New
KBC Group NV6,747$274.0K0.00%+758+12.7%Added
Vident Advisory, LLC6,786$275.9K0.00%−283−4.0%Reduced
Farringdon Capital, Ltd.6,934$281.9K0.07%−4,322−38.4%Reduced
Fifth Third Wealth Advisors LLC6,948$282.5K0.01%00.0%Unchanged
Greenland Capital Management LP7,000$284.6K0.04%−75,423−91.5%Reduced
Picton Mahoney Asset Management7,020$285.0K0.00%+7,020New
Kestra Advisory Services, LLC7,021$285.5K0.00%−462−6.2%Reduced
CIBC Asset Management Inc7,133$290.0K0.00%00.0%Unchanged
XML Financial, LLC7,195$292.5K0.02%+87+1.2%Added
Kera Capital Partners, Inc.7,342$298.5K0.04%+1,768+31.7%Added
Jump Financial, LLC7,615$309.6K0.00%−5,028−39.8%Reduced
Two Sigma Securities, LLC7,665$311.7K0.05%+7,665New
Mutual Advisors, LLC7,507$314.5K0.01%+973+14.9%Added
111 Capital7,824$318.1K0.06%+7,824New
Northwestern Mutual Wealth Management Co7,858$319.5K0.00%+3,135+66.4%Added
Shelton Capital Management8,022$326.2K0.01%00.0%Unchanged
Knollwood Investment Advisory, LLC8,209$333.8K0.03%00.0%Unchanged
SummitTX Capital, L.P.8,234$334.8K0.01%+8,234New
Cerity Partners LLC8,250$335.4K0.00%+297+3.7%Added
TD Private Client Wealth LLC8,337$339.0K0.01%+358+4.5%Added
Evergreen Capital Management LLC8,479$344.8K0.01%+3,716+78.0%Added
American Assets Capital Advisers, LLC8,535$347.0K0.37%00.0%Unchanged
Panagora Asset Management Inc8,820$358.6K0.00%−30,690−77.7%Reduced
Bayesian Capital Management, LP8,900$361.9K0.07%+8,900New
Wealth Quarterback LLC9,168$372.8K0.14%+9,168New
ProShare Advisors LLC9,699$394.4K0.00%−409−4.0%Reduced
Allstate Corp9,769$397.2K0.01%00.0%Unchanged
IFG Advisory, LLC9,822$399.4K0.02%+368+3.9%Added
Sit Investment Associates Inc9,950$405.0K0.01%00.0%Unchanged
DRW Securities, LLC10,484$419.2K0.02%+10,484New
Maryland State Retirement & Pension System10,457$425.2K0.01%00.0%Unchanged
Swiss Life Asset Management Ltd10,589$430.5K0.00%+4,696+79.7%Added
Norinchukin Bank, The10,777$438.2K0.01%−87−0.8%Reduced
US Bancorp10,873$442.1K0.00%−160−1.5%Reduced
Merit Financial Group, LLC10,957$445.5K0.00%+383+3.6%Added
Wesbanco Bank Inc11,408$463.8K0.01%00.0%Unchanged
Chicago Partners Investment Group LLC11,282$466.3K0.01%+5,899+109.6%Added
Engineers Gate Manager LP11,617$472.3K0.01%−351,607−96.8%Reduced
Penserra Capital Management LLC11,715$476.0K0.01%00.0%Unchanged
Lecap Asset Management Ltd11,882$483.1K0.17%+2,802+30.9%Added
Centersquare Investment Management LLC12,035$489.3K0.00%−2,667,668−99.6%Reduced
Pinnacle Associates Ltd12,202$496.1K0.01%−266−2.1%Reduced
Inscription Capital, LLC12,425$505.2K0.05%+5,639+83.1%Added
Neuberger Berman Group LLC12,716$513.4K0.00%−140−1.1%Reduced
Syon Capital LLC12,884$523.9K0.03%+4,603+55.6%Added
Arkadios Wealth Advisors13,125$533.7K0.01%+2,030+18.3%Added
MQS Management LLC13,165$535.3K0.31%+13,165New
Mirador Capital Partners LP13,252$538.8K0.08%−688−4.9%Reduced
The PNC Financial Services Group, Inc.13,555$551.1K0.00%+1,084+8.7%Added
Cornercap Investment Counsel Inc13,812$561.6K0.28%−230−1.6%Reduced