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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 2,591 | $95.0K | 0.00% | +1,702+191.5% | Added |
| Fifth Third Bancorp | 2,608 | $95.6K | 0.00% | +289+12.5% | Added |
| GAMMA Investing LLC | 2,817 | $103.2K | 0.00% | +1,589+129.4% | Added |
| Farther Finance Advisors, LLC | 2,828 | $103.3K | 0.00% | +871+44.5% | Added |
| Eurizon Capital SGR S.p.A. | 2,986 | $107.7K | 0.00% | −4,778−61.5% | Reduced |
| FIL Ltd | 2,983 | $109.3K | 0.00% | +167+5.9% | Added |
| Quarry LP | 3,267 | $119.7K | 0.02% | +15+0.5% | Added |
| GF Fund Management Co. Ltd. | 3,447 | $126.3K | 0.00% | −331−8.8% | Reduced |
| Umb Bank N A | 3,650 | $133.8K | 0.00% | +409+12.6% | Added |
| Parallel Advisors, LLC | 3,679 | $134.8K | 0.00% | +1,529+71.1% | Added |
| Allworth Financial LP | 4,076 | $149.4K | 0.00% | +2,983+272.9% | Added |
| Northwestern Mutual Wealth Management Co | 4,542 | $166.5K | 0.00% | −52−1.1% | Reduced |
| Rockefeller Capital Management L.P. | 4,687 | $171.8K | 0.00% | +2,483+112.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,696 | $172.1K | 0.00% | −1,969−29.5% | Reduced |
| Virtus Investment Advisers, Inc. | 5,068 | $185.7K | 0.05% | +518+11.4% | Added |
| Kestra Investment Management, LLC | 5,594 | $205.0K | 0.00% | +5,594 | New |
| Evolve Private Wealth, LLC | 5,625 | $206.2K | 0.01% | +5,625 | New |
| Waddell & Associates, LLC | 5,705 | $209.1K | 0.01% | +5,705 | New |
| Frec Markets, Inc. | 5,836 | $213.9K | 0.04% | +5,836 | New |
| Toroso Investments, LLC | 5,937 | $216.4K | 0.00% | +5,937 | New |
| Inspire Advisors, LLC | 5,937 | $217.6K | 0.02% | −634−9.6% | Reduced |
| Papamarkou Wellner Asset Management inc. | 5,950 | $218.1K | 0.13% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 5,989 | $219.5K | 0.04% | +5,989 | New |
| Belpointe Asset Management LLC | 6,024 | $220.8K | 0.01% | +148+2.5% | Added |
| Sagewood Asset Management LP | 6,046 | $221.6K | 0.07% | +6,046 | New |
| VestGen Advisors, LLC | 5,422 | $222.0K | 0.01% | +5,422 | New |
| EntryPoint Capital, LLC | 6,068 | $222.4K | 0.07% | 00.0% | Unchanged |
| Brown Financial Advisors | 6,180 | $226.5K | 0.09% | +6,180 | New |
| Worth Venture Partners, LLC | 6,200 | $227.2K | 0.72% | 00.0% | Unchanged |
| MAI Capital Management | 6,206 | $227.4K | 0.00% | +5,851+1,648.2% | Added |
| Bull Harbor Capital LLC | 6,234 | $228.5K | 0.06% | +6,234 | New |
| Versant Capital Management, Inc | 6,278 | $230.1K | 0.02% | +5,747+1,082.3% | Added |
| Kaizen Financial Strategies | 5,888 | $230.2K | 0.10% | −246−4.0% | Reduced |
| O'Brien Greene & Co. Inc | 6,304 | $231.0K | 0.07% | +6,304 | New |
| Mattson Financial Services, LLC | 6,314 | $231.4K | 0.06% | +6,314 | New |
| AlphaGrep UK Ltd | 6,523 | $239.1K | 0.07% | −538−7.6% | Reduced |
| Havemeyer Place LP | 6,574 | $240.9K | 0.03% | +6,574 | New |
| North Dakota State Investment Board | 6,617 | $242.5K | 0.01% | −1,406−17.5% | Reduced |
| M&G Plc | 6,652 | $246.1K | 0.00% | +388+6.2% | Added |
| KBC Group NV | 6,747 | $247.0K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 6,818 | $249.9K | 0.01% | −8,000−54.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,964 | $255.2K | 0.01% | +269+4.0% | Added |
| CIBC Asset Management Inc | 7,133 | $261.4K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 7,519 | $275.6K | 0.01% | −503−6.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,548 | $276.6K | 0.00% | +7,548 | New |
| Brookwood Investment Group LLC | 7,817 | $286.5K | 0.04% | +7,817 | New |
| Brighton Jones LLC | 7,931 | $290.7K | 0.01% | +7,931 | New |
| TCG Advisory Services, LLC | 7,990 | $292.8K | 0.01% | +7,990 | New |
| Alpine Woods Capital Investors, LLC | 8,152 | $298.8K | 0.07% | +8,152 | New |
| Knollwood Investment Advisory, LLC | 8,209 | $300.9K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 8,210 | $301.0K | 0.02% | −18,116−68.8% | Reduced |
| Evergreen Capital Management LLC | 8,300 | $304.2K | 0.01% | +8,300 | New |
| US Bancorp | 8,343 | $305.8K | 0.00% | −827−9.0% | Reduced |
| Twinbeech Capital LP | 8,400 | $307.9K | 0.03% | +8,400 | New |
| Panagora Asset Management Inc | 8,860 | $324.7K | 0.00% | +288+3.4% | Added |
| Baker Avenue Asset Management, LP | 8,877 | $325.3K | 0.01% | +8,877 | New |
| Inceptionr LLC | 9,018 | $325.7K | 0.08% | +9,018 | New |
| AssuredPartners Investment Advisors, LLC | 8,817 | $328.0K | 0.04% | −817−8.5% | Reduced |
| Pinnacle Financial Partners, Inc. | 8,977 | $329.0K | 0.00% | +8,977 | New |
| Ninety One UK Ltd | 8,985 | $329.3K | 0.00% | +8,985 | New |
| Frank, Rimerman Advisors LLC | 8,990 | $329.5K | 0.02% | +3,395+60.7% | Added |
| RFG Advisory, LLC | 9,215 | $337.7K | 0.01% | +2,947+47.0% | Added |
| Capital Financial Group Inc | 9,421 | $345.3K | 0.19% | −849−8.3% | Reduced |
| Old National Bancorp | 9,934 | $364.1K | 0.01% | −19,683−66.5% | Reduced |
| Sit Investment Associates Inc | 9,950 | $365.0K | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 10,103 | $370.3K | 0.00% | −323−3.1% | Reduced |
| Syon Capital LLC | 10,225 | $374.7K | 0.02% | +10,225 | New |
| Maryland State Retirement & Pension System | 10,457 | $383.2K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 10,571 | $387.4K | 0.00% | +10,571 | New |
| NTV Asset Management LLC | 10,720 | $392.9K | 0.04% | −491−4.4% | Reduced |
| Wealth Quarterback LLC | 10,762 | $394.4K | 0.16% | −1,308−10.8% | Reduced |
| Caxton Associates LLP | 10,874 | $398.5K | 0.01% | −5,230−32.5% | Reduced |
| Pensionmark Financial Group, LLC | 10,973 | $402.2K | 0.01% | −6,748−38.1% | Reduced |
| Pinnacle Associates Ltd | 11,153 | $408.8K | 0.01% | −489−4.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,355 | $416.2K | 0.00% | +3,306+41.1% | Added |
| Mutual Advisors, LLC | 11,390 | $417.4K | 0.01% | −25−0.2% | Reduced |
| Abel Hall, LLC | 11,397 | $417.7K | 0.09% | +1,114+10.8% | Added |
| Wesbanco Bank Inc | 11,408 | $418.1K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 11,743 | $430.4K | 0.29% | −1,232−9.5% | Reduced |
| DoubleLine ETF Adviser LP | 11,853 | $434.4K | 0.17% | −2,923−19.8% | Reduced |
| Vident Advisory, LLC | 11,886 | $435.7K | 0.00% | +6,033+103.1% | Added |
| FJ Capital Management LLC | 12,089 | $443.1K | 0.05% | +12,089 | New |
| EP Wealth Advisors, LLC | 12,465 | $456.8K | 0.00% | +1,738+16.2% | Added |
| Hantz Financial Services, Inc. | 12,473 | $457.0K | 0.01% | +7,312+141.7% | Added |
| Jump Financial, LLC | 12,848 | $470.9K | 0.01% | +12,848 | New |
| DnB Asset Management AS | 12,908 | $473.1K | 0.00% | +12,908 | New |
| Arkadios Wealth Advisors | 12,928 | $473.8K | 0.01% | −32−0.2% | Reduced |
| Ensign Peak Advisors, Inc | 13,017 | $477.1K | 0.00% | +1,525+13.3% | Added |
| Susquehanna International Group, LLP | 13,282 | $486.8K | 0.00% | −12,191−47.9% | Reduced |
| Kera Capital Partners, Inc. | 13,402 | $491.2K | 0.06% | +2,979+28.6% | Added |
| Skopos Labs, Inc. | 13,532 | $495.9K | 0.02% | +7,169+112.7% | Added |
| Fieldview Capital Management, LLC | 13,641 | $499.9K | 0.15% | −3,360−19.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,687 | $501.6K | 0.00% | −3,824−21.8% | Reduced |
| CWM Advisors, LLC | 13,722 | $502.9K | 0.03% | +9,820+251.7% | Added |
| Mirador Capital Partners LP | 13,761 | $504.3K | 0.07% | +497+3.7% | Added |
| Machina Capital S.A.S. | 13,855 | $507.8K | 0.10% | +13,855 | New |
| Winmill & Co. Inc | 14,000 | $513.1K | 0.15% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 14,045 | $514.7K | 0.02% | −2,008−12.5% | Reduced |
| The PNC Financial Services Group, Inc. | 14,384 | $527.2K | 0.00% | +4,692+48.4% | Added |
| Cullen/Frost Bankers, Inc. | 14,448 | $529.5K | 0.01% | −25,230−63.6% | Reduced |