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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 12,928 | $473.8K | 0.01% | −32−0.2% | Reduced |
| DnB Asset Management AS | 12,908 | $473.1K | 0.00% | +12,908 | New |
| Jump Financial, LLC | 12,848 | $470.9K | 0.01% | +12,848 | New |
| Hantz Financial Services, Inc. | 12,473 | $457.0K | 0.01% | +7,312+141.7% | Added |
| EP Wealth Advisors, LLC | 12,465 | $456.8K | 0.00% | +1,738+16.2% | Added |
| FJ Capital Management LLC | 12,089 | $443.1K | 0.05% | +12,089 | New |
| Vident Advisory, LLC | 11,886 | $435.7K | 0.00% | +6,033+103.1% | Added |
| DoubleLine ETF Adviser LP | 11,853 | $434.4K | 0.17% | −2,923−19.8% | Reduced |
| MQS Management LLC | 11,743 | $430.4K | 0.29% | −1,232−9.5% | Reduced |
| Wesbanco Bank Inc | 11,408 | $418.1K | 0.01% | 00.0% | Unchanged |
| Abel Hall, LLC | 11,397 | $417.7K | 0.09% | +1,114+10.8% | Added |
| Mutual Advisors, LLC | 11,390 | $417.4K | 0.01% | −25−0.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,355 | $416.2K | 0.00% | +3,306+41.1% | Added |
| Pinnacle Associates Ltd | 11,153 | $408.8K | 0.01% | −489−4.2% | Reduced |
| Pensionmark Financial Group, LLC | 10,973 | $402.2K | 0.01% | −6,748−38.1% | Reduced |
| Caxton Associates LLP | 10,874 | $398.5K | 0.01% | −5,230−32.5% | Reduced |
| Wealth Quarterback LLC | 10,762 | $394.4K | 0.16% | −1,308−10.8% | Reduced |
| NTV Asset Management LLC | 10,720 | $392.9K | 0.04% | −491−4.4% | Reduced |
| Integrated Wealth Concepts LLC | 10,571 | $387.4K | 0.00% | +10,571 | New |
| Maryland State Retirement & Pension System | 10,457 | $383.2K | 0.01% | 00.0% | Unchanged |
| Syon Capital LLC | 10,225 | $374.7K | 0.02% | +10,225 | New |
| Norinchukin Bank, The | 10,103 | $370.3K | 0.00% | −323−3.1% | Reduced |
| Sit Investment Associates Inc | 9,950 | $365.0K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 9,934 | $364.1K | 0.01% | −19,683−66.5% | Reduced |
| Capital Financial Group Inc | 9,421 | $345.3K | 0.19% | −849−8.3% | Reduced |
| RFG Advisory, LLC | 9,215 | $337.7K | 0.01% | +2,947+47.0% | Added |
| Frank, Rimerman Advisors LLC | 8,990 | $329.5K | 0.02% | +3,395+60.7% | Added |
| Ninety One UK Ltd | 8,985 | $329.3K | 0.00% | +8,985 | New |
| Pinnacle Financial Partners, Inc. | 8,977 | $329.0K | 0.00% | +8,977 | New |
| AssuredPartners Investment Advisors, LLC | 8,817 | $328.0K | 0.04% | −817−8.5% | Reduced |
| Inceptionr LLC | 9,018 | $325.7K | 0.08% | +9,018 | New |
| Baker Avenue Asset Management, LP | 8,877 | $325.3K | 0.01% | +8,877 | New |
| Panagora Asset Management Inc | 8,860 | $324.7K | 0.00% | +288+3.4% | Added |
| Twinbeech Capital LP | 8,400 | $307.9K | 0.03% | +8,400 | New |
| US Bancorp | 8,343 | $305.8K | 0.00% | −827−9.0% | Reduced |
| Evergreen Capital Management LLC | 8,300 | $304.2K | 0.01% | +8,300 | New |
| Gsa Capital Partners LLP | 8,210 | $301.0K | 0.02% | −18,116−68.8% | Reduced |
| Knollwood Investment Advisory, LLC | 8,209 | $300.9K | 0.03% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 8,152 | $298.8K | 0.07% | +8,152 | New |
| TCG Advisory Services, LLC | 7,990 | $292.8K | 0.01% | +7,990 | New |
| Brighton Jones LLC | 7,931 | $290.7K | 0.01% | +7,931 | New |
| Brookwood Investment Group LLC | 7,817 | $286.5K | 0.04% | +7,817 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,548 | $276.6K | 0.00% | +7,548 | New |
| Shelton Capital Management | 7,519 | $275.6K | 0.01% | −503−6.3% | Reduced |
| CIBC Asset Management Inc | 7,133 | $261.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 6,964 | $255.2K | 0.01% | +269+4.0% | Added |
| Pallas Capital Advisors LLC | 6,818 | $249.9K | 0.01% | −8,000−54.0% | Reduced |
| KBC Group NV | 6,747 | $247.0K | 0.00% | 00.0% | Unchanged |
| M&G Plc | 6,652 | $246.1K | 0.00% | +388+6.2% | Added |
| North Dakota State Investment Board | 6,617 | $242.5K | 0.01% | −1,406−17.5% | Reduced |
| Havemeyer Place LP | 6,574 | $240.9K | 0.03% | +6,574 | New |
| AlphaGrep UK Ltd | 6,523 | $239.1K | 0.07% | −538−7.6% | Reduced |
| Mattson Financial Services, LLC | 6,314 | $231.4K | 0.06% | +6,314 | New |
| O'Brien Greene & Co. Inc | 6,304 | $231.0K | 0.07% | +6,304 | New |
| Kaizen Financial Strategies | 5,888 | $230.2K | 0.10% | −246−4.0% | Reduced |
| Versant Capital Management, Inc | 6,278 | $230.1K | 0.02% | +5,747+1,082.3% | Added |
| Bull Harbor Capital LLC | 6,234 | $228.5K | 0.06% | +6,234 | New |
| MAI Capital Management | 6,206 | $227.4K | 0.00% | +5,851+1,648.2% | Added |
| Worth Venture Partners, LLC | 6,200 | $227.2K | 0.72% | 00.0% | Unchanged |
| Brown Financial Advisors | 6,180 | $226.5K | 0.09% | +6,180 | New |
| EntryPoint Capital, LLC | 6,068 | $222.4K | 0.07% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 5,422 | $222.0K | 0.01% | +5,422 | New |
| Sagewood Asset Management LP | 6,046 | $221.6K | 0.07% | +6,046 | New |
| Belpointe Asset Management LLC | 6,024 | $220.8K | 0.01% | +148+2.5% | Added |
| Grey Fox Wealth Advisors, LLC | 5,989 | $219.5K | 0.04% | +5,989 | New |
| Papamarkou Wellner Asset Management inc. | 5,950 | $218.1K | 0.13% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 5,937 | $217.6K | 0.02% | −634−9.6% | Reduced |
| Toroso Investments, LLC | 5,937 | $216.4K | 0.00% | +5,937 | New |
| Frec Markets, Inc. | 5,836 | $213.9K | 0.04% | +5,836 | New |
| Waddell & Associates, LLC | 5,705 | $209.1K | 0.01% | +5,705 | New |
| Evolve Private Wealth, LLC | 5,625 | $206.2K | 0.01% | +5,625 | New |
| Kestra Investment Management, LLC | 5,594 | $205.0K | 0.00% | +5,594 | New |
| Virtus Investment Advisers, Inc. | 5,068 | $185.7K | 0.05% | +518+11.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,696 | $172.1K | 0.00% | −1,969−29.5% | Reduced |
| Rockefeller Capital Management L.P. | 4,687 | $171.8K | 0.00% | +2,483+112.7% | Added |
| Northwestern Mutual Wealth Management Co | 4,542 | $166.5K | 0.00% | −52−1.1% | Reduced |
| Allworth Financial LP | 4,076 | $149.4K | 0.00% | +2,983+272.9% | Added |
| Parallel Advisors, LLC | 3,679 | $134.8K | 0.00% | +1,529+71.1% | Added |
| Umb Bank N A | 3,650 | $133.8K | 0.00% | +409+12.6% | Added |
| GF Fund Management Co. Ltd. | 3,447 | $126.3K | 0.00% | −331−8.8% | Reduced |
| Quarry LP | 3,267 | $119.7K | 0.02% | +15+0.5% | Added |
| FIL Ltd | 2,983 | $109.3K | 0.00% | +167+5.9% | Added |
| Eurizon Capital SGR S.p.A. | 2,986 | $107.7K | 0.00% | −4,778−61.5% | Reduced |
| Farther Finance Advisors, LLC | 2,828 | $103.3K | 0.00% | +871+44.5% | Added |
| GAMMA Investing LLC | 2,817 | $103.2K | 0.00% | +1,589+129.4% | Added |
| Fifth Third Bancorp | 2,608 | $95.6K | 0.00% | +289+12.5% | Added |
| Signaturefd, LLC | 2,591 | $95.0K | 0.00% | +1,702+191.5% | Added |
| IFP Advisors, Inc | 2,580 | $94.6K | 0.00% | +851+49.2% | Added |
| Jones Financial Companies LLLP | 2,564 | $92.2K | 0.00% | +641+33.3% | Added |
| EverSource Wealth Advisors, LLC | 2,501 | $91.7K | 0.00% | +2,035+436.7% | Added |
| Rothschild Investment LLC | 2,405 | $88.1K | 0.00% | +2,233+1,298.3% | Added |
| TD Private Client Wealth LLC | 2,324 | $85.2K | 0.00% | −209−8.3% | Reduced |
| Employees Retirement System of Texas | 2,301 | $84.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,177 | $79.8K | 0.00% | +2,177 | New |
| Steward Partners Investment Advisory, LLC | 2,066 | $75.7K | 0.00% | +858+71.0% | Added |
| Itau Unibanco Holding S.A. | 1,800 | $66.0K | 0.00% | +1,800 | New |
| Golden State Equity Partners | 1,645 | $60.3K | 0.00% | +1,645 | New |
| Park Place Capital Corp | 1,542 | $56.5K | 0.01% | +1,542 | New |
| SJS Investment Consulting Inc. | 1,139 | $41.7K | 0.01% | +1,139 | New |
| Larson Financial Group LLC | 1,102 | $40.4K | 0.00% | +524+90.7% | Added |