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, Q1 2026
Institutional positions in CubeSmart as of Mar 31, 2026. 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
- 487
- +30 vs. Q4 2025
- Shares held
- 211.1M
- +35.7M (+20.3%) vs. Q4 2025
- Total value
- $7.72B
- +$1.41B (+22.3%) vs. Q4 2025
- New holders
- 80
- 199 more added
- Sold out
- 50
- 142 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 27 | $0 | 0.00% | +14+107.7% | Added |
| Cassaday & Co Wealth Management LLC | 1 | $37 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $73 | 0.00% | −7−77.8% | Reduced |
| DecisionPoint Financial, LLC | 4 | $147 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $184 | 0.00% | −1−16.7% | Reduced |
| Quaker Wealth Management, LLC | 8 | $294 | 0.00% | −2−20.0% | Reduced |
| Signature Resources Capital Management, LLC | 9 | $322 | 0.00% | +9 | New |
| Intentional Wealth Strategies, LLC | 9 | $330 | 0.00% | +9 | New |
| Sound Income Strategies, LLC | 10 | $365 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 13 | $476 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $490 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 14 | $513 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $550 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $586 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 16 | $587 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 20 | $733 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 21 | $770 | 0.00% | −24−53.3% | Reduced |
| Sachetta, LLC | 22 | $807 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 26 | $953 | 0.00% | −14−35.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 27 | $990 | 0.00% | +27 | New |
| CX Institutional | 17 | $1.00K | 0.00% | −53−75.7% | Reduced |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 28 | $1.03K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 28 | $1.03K | 0.00% | +28 | New |
| Kilter Group LLC | 28 | $1.03K | 0.00% | +28 | New |
| NBT Bank N A | 35 | $1.28K | 0.00% | +35 | New |
| Cromwell Holdings LLC | 38 | $1.39K | 0.00% | +29+322.2% | Added |
| JPL Wealth Management, LLC | 38 | $1.39K | 0.00% | +38 | New |
| Rialto Wealth Management, LLC | 47 | $1.72K | 0.00% | −16−25.4% | Reduced |
| NBC Securities, Inc. | 49 | $1.79K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 55 | $2.02K | 0.00% | −1,436−96.3% | Reduced |
| Bogart Wealth, LLC | 60 | $2.20K | 0.00% | +60 | New |
| Twin Peaks Wealth Advisors, LLC | 62 | $2.27K | 0.00% | +62 | New |
| MJT & Associates Financial Advisory Group, Inc. | 65 | $2.38K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 66 | $2.41K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 71 | $2.60K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 80 | $2.93K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 92 | $3.60K | 0.00% | +17+22.7% | Added |
| Chung Wu Investment Group, LLC | 100 | $3.67K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 100 | $3.67K | 0.00% | +100 | New |
| MTM Investment Management, LLC | 104 | $3.81K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 109 | $4.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 122 | $4.47K | 0.00% | −43−26.1% | Reduced |
| Salomon & Ludwin, LLC | 131 | $4.87K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 135 | $4.95K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 153 | $5.61K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 160 | $5.86K | 0.00% | −16−9.1% | Reduced |
| Covestor Ltd | 158 | $6.00K | 0.00% | −2,137−93.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 166 | $6.08K | 0.00% | −234−58.5% | Reduced |
| UMA Financial Services, Inc. | 167 | $6.12K | 0.00% | +129+339.5% | Added |
| Creative Financial Designs Inc | 186 | $6.83K | 0.00% | +2+1.1% | Added |
| Roxbury Financial LLC | 189 | $6.92K | 0.01% | +2+1.1% | Added |
| Owl Creek Wealth Partners LLC | 190 | $6.96K | 0.00% | +190 | New |
| Farmers & Merchants Investments Inc | 197 | $7.22K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $7.33K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 205 | $7.51K | 0.01% | +205 | New |
| Private Wealth Asset Management, LLC | 219 | $8.03K | 0.00% | +219 | New |
| Ancora Advisors, LLC | 222 | $8.14K | 0.00% | +222 | New |
| Whittier Trust Co of Nevada Inc | 237 | $8.82K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 257 | $9.23K | 0.00% | +1+0.4% | Added |
| Central Trust Co | 257 | $9.42K | 0.00% | +25+10.8% | Added |
| Rossby Financial, LCC | 261 | $9.53K | 0.00% | +155+146.2% | Added |
| Spire Wealth Management | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 303 | $11.1K | 0.00% | +186+159.0% | Added |
| Peregrine Capital Management LLC | 310 | $11.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 348 | $12.8K | 0.00% | +155+80.3% | Added |
| HHM Wealth Advisors, LLC | 360 | $13.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 387 | $14.2K | 0.00% | +118+43.9% | Added |
| Danske Bank A/S | 400 | $14.7K | 0.00% | −2,000−83.3% | Reduced |
| Triumph Capital Management | 400 | $14.7K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 400 | $14.7K | 0.01% | +400 | New |
| Bank of New Hampshire | 415 | $15.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 422 | $15.5K | 0.00% | +5+1.2% | Added |
| Mather Group, LLC. | 476 | $17.4K | 0.00% | +476 | New |
| Private Trust Co NA | 478 | $17.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 525 | $19.3K | 0.00% | +85+19.3% | Added |
| Fulcrum Asset Management LLP | 548 | $19.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 547 | $20.0K | 0.00% | +33+6.4% | Added |
| Heritage Wealth Advisors | 560 | $20.5K | 0.00% | +360+180.0% | Added |
| Bessemer Group Inc | 569 | $21.0K | 0.00% | +211+58.9% | Added |
| Assetmark, Inc | 606 | $22.2K | 0.00% | +147+32.0% | Added |
| True Wealth Design, LLC | 616 | $22.6K | 0.01% | +561+1,020.0% | Added |
| Basecamp Wealth Advisors LLC | 633 | $23.2K | 0.00% | +244+62.7% | Added |
| Wiser Advisor Group LLC | 702 | $25.7K | 0.03% | +9+1.3% | Added |
| Bayforest Capital Ltd | 896 | $32.8K | 0.04% | +896 | New |
| Essential Partners LLC | 910 | $33.4K | 0.01% | +779+594.7% | Added |
| ZRC Wealth Management, LLC | 1,026 | $37.6K | 0.01% | +576+128.0% | Added |
| Larson Financial Group LLC | 1,102 | $40.4K | 0.00% | +524+90.7% | Added |
| SJS Investment Consulting Inc. | 1,139 | $41.7K | 0.01% | +1,139 | New |
| Park Place Capital Corp | 1,542 | $56.5K | 0.01% | +1,542 | New |
| Golden State Equity Partners | 1,645 | $60.3K | 0.00% | +1,645 | New |
| Itau Unibanco Holding S.A. | 1,800 | $66.0K | 0.00% | +1,800 | New |
| Steward Partners Investment Advisory, LLC | 2,066 | $75.7K | 0.00% | +858+71.0% | Added |
| Advisory Services Network, LLC | 2,177 | $79.8K | 0.00% | +2,177 | New |
| Employees Retirement System of Texas | 2,301 | $84.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,324 | $85.2K | 0.00% | −209−8.3% | Reduced |
| Rothschild Investment LLC | 2,405 | $88.1K | 0.00% | +2,233+1,298.3% | Added |
| EverSource Wealth Advisors, LLC | 2,501 | $91.7K | 0.00% | +2,035+436.7% | Added |
| Jones Financial Companies LLLP | 2,564 | $92.2K | 0.00% | +641+33.3% | Added |
| IFP Advisors, Inc | 2,580 | $94.6K | 0.00% | +851+49.2% | Added |