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, Q4 2025
Institutional positions in CubeSmart as of Dec 31, 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
- 465
- −3 vs. Q3 2025
- Shares held
- 218.0M
- +7.64M (+3.6%) vs. Q3 2025
- Total value
- $7.85B
- −$700.7M (−8.2%) vs. Q3 2025
- New holders
- 69
- 158 more added
- Sold out
- 72
- 181 more reduced
10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 13 | $0 | 0.00% | −13−50.0% | Reduced |
| Copeland Capital Management, LLC | 2 | $103 | 0.00% | −34−94.4% | Reduced |
| DecisionPoint Financial, LLC | 4 | $145 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $217 | 0.00% | −7−53.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 7 | $252 | 0.00% | +7 | New |
| Operose Advisors LLC | 8 | $288 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9 | $324 | 0.00% | −14−60.9% | Reduced |
| Principia Wealth Advisory, LLC | 9 | $324 | 0.00% | −13−59.1% | Reduced |
| Cromwell Holdings LLC | 9 | $324 | 0.00% | −9−50.0% | Reduced |
| Quaker Wealth Management, LLC | 10 | $361 | 0.00% | +4+66.7% | Added |
| Sound Income Strategies, LLC | 10 | $396 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 13 | $469 | 0.00% | +13 | New |
| Dunhill Financial, LLC | 13 | $482 | 0.00% | +13 | New |
| North Star Investment Management Corp. | 14 | $505 | 0.00% | −286−95.3% | Reduced |
| Optima Capital LLC | 14 | $505 | 0.00% | +14 | New |
| TFC Financial Management | 15 | $541 | 0.00% | +15 | New |
| Bruce G. Allen Investments, LLC | 16 | $577 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 16 | $577 | 0.00% | +16 | New |
| Golden State Wealth Management, LLC | 19 | $685 | 0.00% | +19 | New |
| LRI Investments, LLC | 20 | $721 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $794 | 0.00% | −56−71.8% | Reduced |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 28 | $1.01K | 0.00% | +28 | New |
| SageView Advisory Group, LLC | 30 | $1.08K | 0.00% | +30 | New |
| Bullock Wealth Management Group | 35 | $1.26K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 38 | $1.37K | 0.00% | −26−40.6% | Reduced |
| Bare Financial Services, Inc | 40 | $1.44K | 0.00% | −60−60.0% | Reduced |
| CVA Family Office, LLC | 42 | $1.51K | 0.00% | +29+223.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 45 | $1.62K | 0.00% | +45 | New |
| ORG Partners LLC | 47 | $1.69K | 0.00% | +47 | New |
| McGuire Capital Advisors Inc | 48 | $1.73K | 0.00% | +48 | New |
| NBC Securities, Inc. | 49 | $1.77K | 0.00% | +14+40.0% | Added |
| True Wealth Design, LLC | 55 | $1.98K | 0.00% | −750−93.2% | Reduced |
| Rialto Wealth Management, LLC | 63 | $2.27K | 0.00% | +63 | New |
| MJT & Associates Financial Advisory Group, Inc. | 65 | $2.34K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 66 | $2.38K | 0.00% | +66 | New |
| First Horizon Corp | 71 | $2.56K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 75 | $2.77K | 0.00% | −1−1.3% | Reduced |
| Archer Investment Corp | 80 | $2.88K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 70 | $3.00K | 0.00% | −442−86.3% | Reduced |
| Chung Wu Investment Group, LLC | 100 | $3.60K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 104 | $3.75K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 106 | $3.82K | 0.00% | +106 | New |
| Addison Advisors LLC | 109 | $3.93K | 0.00% | −56−33.9% | Reduced |
| Stone House Investment Management, LLC | 117 | $4.22K | 0.00% | +117 | New |
| Salomon & Ludwin, LLC | 131 | $4.65K | 0.00% | +131 | New |
| Essential Partners LLC | 131 | $4.72K | 0.00% | +124+1,771.4% | Added |
| Harbour Investments, Inc. | 135 | $4.87K | 0.00% | +29+27.4% | Added |
| Red Tortoise LLC | 153 | $5.52K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 165 | $5.95K | 0.00% | +116+236.7% | Added |
| Rothschild Investment LLC | 172 | $6.20K | 0.00% | +82+91.1% | Added |
| Bell Investment Advisors, Inc | 176 | $6.34K | 0.00% | +28+18.9% | Added |
| Creative Financial Designs Inc | 184 | $6.65K | 0.00% | −4−2.1% | Reduced |
| Roxbury Financial LLC | 187 | $6.73K | 0.01% | +2+1.1% | Added |
| Massmutual Trust Co FSB | 193 | $6.96K | 0.00% | −216−52.8% | Reduced |
| Farmers & Merchants Investments Inc | 197 | $7.10K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $7.21K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $7.21K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 232 | $8.36K | 0.00% | +12+5.5% | Added |
| Whittier Trust Co | 236 | $8.60K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 237 | $8.64K | 0.00% | −14−5.6% | Reduced |
| Smartleaf Asset Management LLC | 256 | $9.29K | 0.00% | −4−1.5% | Reduced |
| Parkside Financial Bank & Trust | 269 | $9.70K | 0.00% | +78+40.8% | Added |
| Private Capital Management, LLC | 300 | $10.8K | 0.00% | −5,500−94.8% | Reduced |
| Spire Wealth Management | 300 | $10.8K | 0.00% | −8−2.6% | Reduced |
| Peregrine Capital Management LLC | 310 | $11.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 355 | $12.8K | 0.00% | +151+74.0% | Added |
| HHM Wealth Advisors, LLC | 360 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 358 | $13.0K | 0.00% | −3,405−90.5% | Reduced |
| Basecamp Wealth Advisors LLC | 389 | $14.0K | 0.00% | +389 | New |
| Jackson, Grant Investment Advisers, Inc. | 400 | $14.4K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 400 | $14.4K | 0.00% | +400 | New |
| Bank of New Hampshire | 415 | $15.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 417 | $15.0K | 0.00% | +6+1.5% | Added |
| Quent Capital, LLC | 440 | $15.9K | 0.00% | −7−1.6% | Reduced |
| ZRC Wealth Management, LLC | 450 | $16.2K | 0.01% | −1,816−80.1% | Reduced |
| Assetmark, Inc | 459 | $16.5K | 0.00% | −236−34.0% | Reduced |
| EverSource Wealth Advisors, LLC | 466 | $16.8K | 0.00% | +15+3.3% | Added |
| Private Trust Co NA | 478 | $17.2K | 0.00% | −228−32.3% | Reduced |
| Sunbelt Securities, Inc. | 514 | $18.5K | 0.00% | +47+10.1% | Added |
| Versant Capital Management, Inc | 531 | $19.1K | 0.00% | −643−54.8% | Reduced |
| Fulcrum Asset Management LLP | 548 | $19.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 578 | $20.8K | 0.00% | −830−58.9% | Reduced |
| Wiser Advisor Group LLC | 693 | $25.0K | 0.03% | +9+1.3% | Added |
| UBS Asset Management Americas Inc | 819 | $29.5K | 0.00% | −1,625,498−99.9% | Reduced |
| Signaturefd, LLC | 889 | $32.0K | 0.00% | −1,074−54.7% | Reduced |
| Huntington National Bank | 995 | $35.9K | 0.00% | +18+1.8% | Added |
| CIBC Private Wealth Group, LLC | 1,041 | $37.5K | 0.00% | −1,255−54.7% | Reduced |
| Allworth Financial LP | 1,093 | $39.4K | 0.00% | +32+3.0% | Added |
| Los Angeles Capital Management LLC | 1,094 | $42.7K | 0.00% | +1,094 | New |
| Steward Partners Investment Advisory, LLC | 1,208 | $43.5K | 0.00% | +608+101.3% | Added |
| Global Retirement Partners, LLC | 1,213 | $43.7K | 0.00% | +591+95.0% | Added |
| GAMMA Investing LLC | 1,228 | $44.3K | 0.00% | −1,491−54.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,306 | $47.1K | 0.01% | +935+252.0% | Added |
| Anchor Investment Management, LLC | 1,462 | $52.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,491 | $53.8K | 0.00% | −12,385−89.3% | Reduced |
| Advisors Asset Management, Inc. | 1,713 | $61.8K | 0.00% | −2,217−56.4% | Reduced |
| IFP Advisors, Inc | 1,729 | $62.3K | 0.00% | +1,081+166.8% | Added |
| Jones Financial Companies LLLP | 1,923 | $69.3K | 0.00% | +122+6.8% | Added |
| SRS Capital Advisors, Inc. | 1,930 | $69.6K | 0.00% | −13,887−87.8% | Reduced |