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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 50,506 | $1.85M | 0.00% | −10,917−17.8% | Reduced |
| KLP Kapitalforvaltning AS | 50,200 | $1.84M | 0.01% | +1,400+2.9% | Added |
| Pathstone Holdings, LLC | 48,851 | $1.79M | 0.01% | −770−1.6% | Reduced |
| Allstate Corp | 47,346 | $1.74M | 0.02% | +33,988+254.4% | Added |
| UniSuper Management Pty Ltd | 47,200 | $1.73M | 0.01% | +500+1.1% | Added |
| Oregon Public Employees Retirement Fund | 46,792 | $1.71M | 0.02% | +1,400+3.1% | Added |
| Mariner, LLC | 46,458 | $1.70M | 0.00% | +46,458 | New |
| New Mexico Educational Retirement Board | 45,900 | $1.68M | 0.05% | 00.0% | Unchanged |
| Bank of Montreal | 45,820 | $1.68M | 0.00% | −143−0.3% | Reduced |
| Vestcor Inc | 44,900 | $1.65M | 0.05% | −59,388−56.9% | Reduced |
| Bridges Investment Management Inc | 44,812 | $1.64M | 0.02% | +6,825+18.0% | Added |
| D.A. Davidson & Co. | 44,689 | $1.64M | 0.01% | +15,590+53.6% | Added |
| AMG National Trust Bank | 43,642 | $1.60M | 0.03% | −1,168−2.6% | Reduced |
| CI Private Wealth, LLC | 44,526 | $1.58M | 0.00% | −103,183−69.9% | Reduced |
| NEOS Investment Management LLC | 42,983 | $1.55M | 0.01% | +11,610+37.0% | Added |
| Ameritas Investment Partners, Inc. | 42,009 | $1.54M | 0.05% | +217+0.5% | Added |
| Naples Global Advisors, LLC | 41,502 | $1.52M | 0.11% | −231−0.6% | Reduced |
| Teacher Retirement System of Texas | 40,388 | $1.48M | 0.01% | +968+2.5% | Added |
| Prelude Capital Management, LLC | 39,600 | $1.45M | 0.11% | +39,600 | New |
| Sterling Capital Management LLC | 38,592 | $1.41M | 0.03% | −7,784−16.8% | Reduced |
| SRS Capital Advisors, Inc. | 38,563 | $1.41M | 0.04% | +36,633+1,898.1% | Added |
| Stifel Financial Corp | 38,293 | $1.40M | 0.00% | +27,993+271.8% | Added |
| Summit Trail Advisors, LLC | 37,851 | $1.39M | 0.02% | +16,419+76.6% | Added |
| Fox Run Management, L.L.C. | 38,057 | $1.37M | 0.24% | +38,057 | New |
| IFM Investors Pty Ltd | 37,241 | $1.36M | 0.01% | +352+1.0% | Added |
| Utah Retirement Systems | 37,008 | $1.36M | 0.01% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 36,804 | $1.35M | 0.04% | −91,385−71.3% | Reduced |
| Nissay Asset Management Corp | 35,844 | $1.31M | 0.01% | +1,357+3.9% | Added |
| Landmark Investment Partners, L.P. | 35,704 | $1.31M | 1.35% | +35,704 | New |
| Lecap Asset Management Ltd | 35,478 | $1.30M | 0.49% | +981+2.8% | Added |
| Pictet Asset Management Holding SA | 35,422 | $1.30M | 0.00% | −4,111−10.4% | Reduced |
| Brevan Howard Capital Management LP | 34,702 | $1.27M | 0.01% | +5,253+17.8% | Added |
| Keybank National Association | 33,480 | $1.23M | 0.00% | −9,755−22.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 32,865 | $1.20M | 0.16% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 31,110 | $1.14M | 0.00% | +5,048+19.4% | Added |
| M&T Bank Corp | 30,104 | $1.10M | 0.00% | +1,348+4.7% | Added |
| Red Door Wealth Management, LLC | 30,000 | $1.10M | 0.11% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 29,658 | $1.09M | 0.19% | +1,242+4.4% | Added |
| Nordwand Advisors, LLC | 29,000 | $1.06M | 0.19% | −600−2.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 28,703 | $1.05M | 0.06% | +1,664+6.2% | Added |
| Colony Group, LLC | 27,703 | $1.03M | 0.00% | +22,154+399.2% | Added |
| Empire Life Investments Inc. | 28,179 | $1.03M | 0.06% | +141+0.5% | Added |
| New York Life Investment Management LLC | 28,021 | $1.03M | 0.01% | +8,015+40.1% | Added |
| Nisa Investment Advisors, LLC | 27,794 | $1.02M | 0.00% | −10,733−27.9% | Reduced |
| Xponance, Inc. | 27,487 | $1.01M | 0.01% | +6,391+30.3% | Added |
| Worldquant Millennium Advisors LLC | 26,736 | $979.9K | 0.00% | +8,076+43.3% | Added |
| XTX Topco Ltd | 26,072 | $955.5K | 0.02% | −73,147−73.7% | Reduced |
| Moran Wealth Management, LLC | 25,788 | $945.1K | 0.03% | −7,019−21.4% | Reduced |
| Pensionfund Sabic | 25,700 | $942.0K | 1.13% | +2,000+8.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 25,376 | $930.0K | 0.03% | −60,858−70.6% | Reduced |
| Captrust Financial Advisors | 24,286 | $889.8K | 0.00% | −2,480−9.3% | Reduced |
| Miller Global Investments, LLC | 23,898 | $875.9K | 0.80% | +23,898 | New |
| Azzad Asset Management Inc | 23,857 | $874.4K | 0.09% | +816+3.5% | Added |
| JustInvest LLC | 23,767 | $871.1K | 0.01% | +3,792+19.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,687 | $868.1K | 0.00% | +1,818+8.3% | Added |
| Merit Financial Group, LLC | 23,000 | $843.0K | 0.01% | +6,803+42.0% | Added |
| Vanderbilt University | 22,913 | $839.8K | 0.16% | +7,514+48.8% | Added |
| Federated Hermes, Inc. | 22,627 | $829.3K | 0.00% | −211−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 22,127 | $808.3K | 0.00% | −82−0.4% | Reduced |
| MML Investors Services, LLC | 21,828 | $800.0K | 0.00% | −5,777−20.9% | Reduced |
| AIA Group Ltd | 21,601 | $791.7K | 0.01% | +1,473+7.3% | Added |
| Truist Financial Corp | 21,445 | $786.0K | 0.00% | −10,143−32.1% | Reduced |
| Cetera Investment Advisers | 21,363 | $783.0K | 0.00% | +3,988+23.0% | Added |
| Neuberger Berman Group LLC | 20,875 | $765.1K | 0.00% | +12,711+155.7% | Added |
| Perpetual Ltd | 20,737 | $760.0K | 0.01% | +5,230+33.7% | Added |
| Private Capital Management, LLC | 20,300 | $744.0K | 0.08% | +20,000+6,666.7% | Added |
| Chicago Partners Investment Group LLC | 18,415 | $719.8K | 0.02% | +11,704+174.4% | Added |
| CoreCap Advisors, LLC | 19,358 | $709.5K | 0.02% | −3,567−15.6% | Reduced |
| Quadrant Capital Group LLC | 19,213 | $704.2K | 0.02% | +16,846+711.7% | Added |
| Atom Investors LP | 19,083 | $699.4K | 0.05% | +19,083 | New |
| DRW Securities, LLC | 18,459 | $676.5K | 0.04% | +18,459 | New |
| Spirit of America Management Corp | 18,450 | $676.2K | 0.13% | 00.0% | Unchanged |
| Dakota Wealth Management | 18,373 | $673.4K | 0.01% | +10,016+119.9% | Added |
| Securian Asset Management, Inc | 16,808 | $616.0K | 0.02% | +190+1.1% | Added |
| Twin Capital Management Inc | 16,587 | $607.9K | 0.08% | +16,587 | New |
| Ashton Thomas Private Wealth, LLC | 16,529 | $605.8K | 0.01% | +16,529 | New |
| Crossmark Global Holdings, Inc. | 16,510 | $605.1K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 16,416 | $601.6K | 0.05% | −111,664−87.2% | Reduced |
| Total Wealth Planning & Management, Inc. | 16,374 | $600.1K | 0.48% | +16,374 | New |
| Principal Securities, Inc. | 15,825 | $580.0K | 0.01% | −15,805−50.0% | Reduced |
| Sanctuary Advisors, LLC | 15,787 | $578.6K | 0.00% | −351−2.2% | Reduced |
| Boothbay Fund Management, LLC | 15,725 | $576.3K | 0.01% | +2,298+17.1% | Added |
| Tower Research Capital LLC (TRC) | 15,669 | $574.3K | 0.01% | +4,280+37.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,446 | $566.1K | 0.02% | −15,616−50.3% | Reduced |
| Cooper Financial Group | 14,988 | $549.3K | 0.06% | +51+0.3% | Added |
| Penserra Capital Management LLC | 14,656 | $537.0K | 0.01% | +291+2.0% | Added |
| Swiss Life Asset Management Ltd | 14,520 | $532.2K | 0.00% | +3,824+35.8% | Added |
| Cullen/Frost Bankers, Inc. | 14,448 | $529.5K | 0.01% | −25,230−63.6% | Reduced |
| The PNC Financial Services Group, Inc. | 14,384 | $527.2K | 0.00% | +4,692+48.4% | Added |
| Level Four Advisory Services, LLC | 14,045 | $514.7K | 0.02% | −2,008−12.5% | Reduced |
| Winmill & Co. Inc | 14,000 | $513.1K | 0.15% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 13,855 | $507.8K | 0.10% | +13,855 | New |
| Mirador Capital Partners LP | 13,761 | $504.3K | 0.07% | +497+3.7% | Added |
| CWM Advisors, LLC | 13,722 | $502.9K | 0.03% | +9,820+251.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,687 | $501.6K | 0.00% | −3,824−21.8% | Reduced |
| Fieldview Capital Management, LLC | 13,641 | $499.9K | 0.15% | −3,360−19.8% | Reduced |
| Skopos Labs, Inc. | 13,532 | $495.9K | 0.02% | +7,169+112.7% | Added |
| Kera Capital Partners, Inc. | 13,402 | $491.2K | 0.06% | +2,979+28.6% | Added |
| Susquehanna International Group, LLP | 13,282 | $486.8K | 0.00% | −12,191−47.9% | Reduced |
| Ensign Peak Advisors, Inc | 13,017 | $477.1K | 0.00% | +1,525+13.3% | Added |