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 |
|---|---|---|---|---|---|
| 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 |
| Parkside Financial Bank & Trust | 269 | $9.70K | 0.00% | +78+40.8% | Added |
| Smartleaf Asset Management LLC | 256 | $9.29K | 0.00% | −4−1.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 237 | $8.64K | 0.00% | −14−5.6% | Reduced |
| Whittier Trust Co | 236 | $8.60K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 232 | $8.36K | 0.00% | +12+5.5% | Added |
| Heritage Wealth Advisors | 200 | $7.21K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $7.21K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 197 | $7.10K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 193 | $6.96K | 0.00% | −216−52.8% | Reduced |
| Roxbury Financial LLC | 187 | $6.73K | 0.01% | +2+1.1% | Added |
| Creative Financial Designs Inc | 184 | $6.65K | 0.00% | −4−2.1% | Reduced |
| Bell Investment Advisors, Inc | 176 | $6.34K | 0.00% | +28+18.9% | Added |
| Rothschild Investment LLC | 172 | $6.20K | 0.00% | +82+91.1% | Added |
| South State Corp. | 165 | $5.95K | 0.00% | +116+236.7% | Added |
| Red Tortoise LLC | 153 | $5.52K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 135 | $4.87K | 0.00% | +29+27.4% | Added |
| Essential Partners LLC | 131 | $4.72K | 0.00% | +124+1,771.4% | Added |
| Salomon & Ludwin, LLC | 131 | $4.65K | 0.00% | +131 | New |
| Stone House Investment Management, LLC | 117 | $4.22K | 0.00% | +117 | New |
| Addison Advisors LLC | 109 | $3.93K | 0.00% | −56−33.9% | Reduced |
| Rossby Financial, LCC | 106 | $3.82K | 0.00% | +106 | New |
| MTM Investment Management, LLC | 104 | $3.75K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $3.60K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 70 | $3.00K | 0.00% | −442−86.3% | Reduced |
| Archer Investment Corp | 80 | $2.88K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 75 | $2.77K | 0.00% | −1−1.3% | Reduced |
| First Horizon Corp | 71 | $2.56K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 66 | $2.38K | 0.00% | +66 | New |
| MJT & Associates Financial Advisory Group, Inc. | 65 | $2.34K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 63 | $2.27K | 0.00% | +63 | New |
| True Wealth Design, LLC | 55 | $1.98K | 0.00% | −750−93.2% | Reduced |
| NBC Securities, Inc. | 49 | $1.77K | 0.00% | +14+40.0% | Added |
| McGuire Capital Advisors Inc | 48 | $1.73K | 0.00% | +48 | New |
| ORG Partners LLC | 47 | $1.69K | 0.00% | +47 | New |
| Pinnacle Wealth Planning Services, Inc. | 45 | $1.62K | 0.00% | +45 | New |
| CVA Family Office, LLC | 42 | $1.51K | 0.00% | +29+223.1% | Added |
| Bare Financial Services, Inc | 40 | $1.44K | 0.00% | −60−60.0% | Reduced |
| UMA Financial Services, Inc. | 38 | $1.37K | 0.00% | −26−40.6% | Reduced |
| Bullock Wealth Management Group | 35 | $1.26K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 30 | $1.08K | 0.00% | +30 | New |
| Cornerstone Financial Management LLC | 28 | $1.01K | 0.00% | +28 | New |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $794 | 0.00% | −56−71.8% | Reduced |
| LRI Investments, LLC | 20 | $721 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 19 | $685 | 0.00% | +19 | New |
| Bruce G. Allen Investments, LLC | 16 | $577 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 16 | $577 | 0.00% | +16 | New |
| TFC Financial Management | 15 | $541 | 0.00% | +15 | New |
| North Star Investment Management Corp. | 14 | $505 | 0.00% | −286−95.3% | Reduced |
| Optima Capital LLC | 14 | $505 | 0.00% | +14 | New |
| Dunhill Financial, LLC | 13 | $482 | 0.00% | +13 | New |
| Root Financial Partners, LLC | 13 | $469 | 0.00% | +13 | New |
| Sound Income Strategies, LLC | 10 | $396 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $361 | 0.00% | +4+66.7% | Added |
| 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 |
| Operose Advisors LLC | 8 | $288 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 7 | $252 | 0.00% | +7 | New |
| American Capital Advisory, LLC | 6 | $217 | 0.00% | −7−53.8% | Reduced |
| DecisionPoint Financial, LLC | 4 | $145 | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 2 | $103 | 0.00% | −34−94.4% | Reduced |
| Avion Wealth | 13 | $0 | 0.00% | −13−50.0% | Reduced |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −252,850−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −223,418−100.0% | Sold out |
| Prospector Partners LLC | 0 | $0 | 0.00% | −68,374−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −62,089−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −32,645−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −30,752−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −29,067−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −22,900−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −22,083−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −18,306−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −17,578−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −15,225−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −15,197−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −14,880−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −12,884−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −12,425−100.0% | Sold out |
| Centersquare Investment Management LLC | 0 | $0 | 0.00% | −12,035−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −10,484−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −8,479−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −8,250−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,665−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,615−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −7,195−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −6,934−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −5,914−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −5,770−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −5,701−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,691−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −5,684−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −5,541−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −5,421−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −5,414−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −5,299−100.0% | Sold out |