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 |
|---|---|---|---|---|---|
| Fulcrum Asset Management LLP | 548 | $22.3K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 512 | $21.0K | 0.00% | −112,851−99.5% | Reduced |
| Mather Group, LLC. | 476 | $19.4K | 0.00% | +476 | New |
| Sunbelt Securities, Inc. | 467 | $19.0K | 0.00% | −301−39.2% | Reduced |
| EverSource Wealth Advisors, LLC | 451 | $18.3K | 0.00% | −2−0.4% | Reduced |
| Quent Capital, LLC | 447 | $18.2K | 0.00% | +447 | New |
| Bank of New Hampshire | 415 | $16.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 411 | $16.7K | 0.00% | +5+1.2% | Added |
| Massmutual Trust Co FSB | 409 | $16.6K | 0.00% | −177−30.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 400 | $16.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 381 | $15.5K | 0.01% | −8−2.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 371 | $15.1K | 0.01% | +188+102.7% | Added |
| HHM Wealth Advisors, LLC | 360 | $14.6K | 0.00% | −627−63.5% | Reduced |
| West Branch Capital LLC | 333 | $13.5K | 0.00% | +333 | New |
| Peregrine Capital Management LLC | 310 | $12.6K | 0.00% | +310 | New |
| Spire Wealth Management | 308 | $12.5K | 0.00% | +4+1.3% | 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 |
| Dogwood Wealth Management LLC | 293 | $11.9K | 0.01% | +128+77.6% | Added |
| Atlantic Union Bankshares Corp | 266 | $10.8K | 0.00% | +266 | New |
| Smartleaf Asset Management LLC | 260 | $10.6K | 0.00% | +68+35.4% | Added |
| Whittier Trust Co of Nevada Inc | 251 | $10.2K | 0.00% | −4−1.6% | Reduced |
| Whittier Trust Co | 236 | $9.61K | 0.00% | −342−59.2% | Reduced |
| Central Trust Co | 220 | $8.95K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 213 | $8.66K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 204 | $8.29K | 0.00% | −71−25.8% | Reduced |
| Heritage Wealth Advisors | 200 | $8.13K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $8.13K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 197 | $8.01K | 0.00% | +15+8.2% | Added |
| Parkside Financial Bank & Trust | 191 | $7.77K | 0.00% | +15+8.5% | Added |
| Creative Financial Designs Inc | 188 | $7.64K | 0.00% | +2+1.1% | Added |
| Roxbury Financial LLC | 185 | $7.51K | 0.01% | +2+1.1% | Added |
| Addison Advisors LLC | 165 | $6.71K | 0.00% | −63−27.6% | Reduced |
| Red Tortoise LLC | 153 | $6.22K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 148 | $6.02K | 0.00% | −21−12.4% | Reduced |
| Meeder Asset Management Inc | 134 | $5.45K | 0.00% | −111−45.3% | Reduced |
| Harbour Investments, Inc. | 106 | $4.31K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 104 | $4.23K | 0.00% | 00.0% | Unchanged |
| 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 |
| Rothschild Investment LLC | 90 | $3.66K | 0.00% | +70+350.0% | Added |
| Archer Investment Corp | 80 | $3.25K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 78 | $3.17K | 0.00% | +56+254.5% | Added |
| Cornerstone Planning Group LLC | 76 | $2.96K | 0.00% | +3+4.1% | Added |
| First Horizon Corp | 71 | $2.89K | 0.00% | +71 | New |
| Transamerica Financial Advisors, Inc. | 67 | $2.72K | 0.00% | +67 | New |
| MJT & Associates Financial Advisory Group, Inc. | 65 | $2.64K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 64 | $2.60K | 0.00% | +64 | New |
| HighMark Wealth Management LLC | 64 | $2.60K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 57 | $2.32K | 0.00% | +57 | New |
| South State Corp. | 49 | $1.99K | 0.00% | −325−86.9% | Reduced |
| Glen Eagle Advisors, LLC | 46 | $1.87K | 0.00% | +46 | New |
| Copeland Capital Management, LLC | 36 | $1.50K | 0.00% | −109−75.2% | Reduced |
| Nemes Rush Group LLC | 36 | $1.46K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 35 | $1.42K | 0.00% | −5−12.5% | Reduced |
| Bullock Wealth Management Group | 35 | $1.42K | 0.00% | +35 | New |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $1.00K | 0.00% | +1+4.0% | Added |
| Ronald Blue Trust, Inc. | 23 | $935 | 0.00% | +23 | New |
| Hughes Financial Services, LLC | 25 | $916 | 0.00% | +12+92.3% | Added |
| Financial Management Professionals, Inc. | 22 | $895 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 22 | $895 | 0.00% | +16+266.7% | Added |
| LRI Investments, LLC | 20 | $813 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 20 | $813 | 0.00% | +20 | New |
| Cromwell Holdings LLC | 18 | $732 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $651 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $569 | 0.00% | −1−6.7% | Reduced |
| CVA Family Office, LLC | 13 | $529 | 0.00% | +1+8.3% | Added |
| American Capital Advisory, LLC | 13 | $529 | 0.00% | +3+30.0% | Added |
| Financial Consulate, Inc | 12 | $488 | 0.00% | +12 | New |
| Sound Income Strategies, LLC | 10 | $398 | 0.00% | −41−80.4% | Reduced |
| Operose Advisors LLC | 8 | $325 | 0.00% | +8 | New |
| Essential Partners LLC | 7 | $285 | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 6 | $244 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $162 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $82 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Colony Group, LLC | 2,089 | – | – | +2,089 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −733,027−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −231,551−100.0% | Sold out |
| GSI Capital Advisors LLC | 0 | $0 | 0.00% | −166,982−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −145,909−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −134,688−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −98,635−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −68,873−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −63,690−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −36,498−100.0% | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −36,371−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −34,648−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −25,761−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −20,059−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −18,630−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −16,400−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −14,773−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −13,280−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −12,883−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −10,523−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −7,639−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −7,519−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −7,199−100.0% | Sold out |