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 |
|---|---|---|---|---|---|
| ZRC Wealth Management, LLC | 1,026 | $37.6K | 0.01% | +576+128.0% | Added |
| Essential Partners LLC | 910 | $33.4K | 0.01% | +779+594.7% | Added |
| Bayforest Capital Ltd | 896 | $32.8K | 0.04% | +896 | New |
| Wiser Advisor Group LLC | 702 | $25.7K | 0.03% | +9+1.3% | Added |
| Basecamp Wealth Advisors LLC | 633 | $23.2K | 0.00% | +244+62.7% | Added |
| True Wealth Design, LLC | 616 | $22.6K | 0.01% | +561+1,020.0% | Added |
| Assetmark, Inc | 606 | $22.2K | 0.00% | +147+32.0% | Added |
| Bessemer Group Inc | 569 | $21.0K | 0.00% | +211+58.9% | Added |
| Heritage Wealth Advisors | 560 | $20.5K | 0.00% | +360+180.0% | Added |
| Sunbelt Securities, Inc. | 547 | $20.0K | 0.00% | +33+6.4% | Added |
| Fulcrum Asset Management LLP | 548 | $19.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 525 | $19.3K | 0.00% | +85+19.3% | Added |
| Private Trust Co NA | 478 | $17.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 476 | $17.4K | 0.00% | +476 | New |
| GWM Advisors LLC | 422 | $15.5K | 0.00% | +5+1.2% | Added |
| Bank of New Hampshire | 415 | $15.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parkside Financial Bank & Trust | 387 | $14.2K | 0.00% | +118+43.9% | Added |
| HHM Wealth Advisors, LLC | 360 | $13.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 348 | $12.8K | 0.00% | +155+80.3% | Added |
| Peregrine Capital Management LLC | 310 | $11.4K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 303 | $11.1K | 0.00% | +186+159.0% | Added |
| Spire Wealth Management | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 261 | $9.53K | 0.00% | +155+146.2% | Added |
| Central Trust Co | 257 | $9.42K | 0.00% | +25+10.8% | Added |
| Smartleaf Asset Management LLC | 257 | $9.23K | 0.00% | +1+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 237 | $8.82K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 222 | $8.14K | 0.00% | +222 | New |
| Private Wealth Asset Management, LLC | 219 | $8.03K | 0.00% | +219 | New |
| Wealth Preservation Advisors, LLC | 205 | $7.51K | 0.01% | +205 | New |
| Gould Capital, LLC | 200 | $7.33K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 197 | $7.22K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 190 | $6.96K | 0.00% | +190 | New |
| Roxbury Financial LLC | 189 | $6.92K | 0.01% | +2+1.1% | Added |
| Creative Financial Designs Inc | 186 | $6.83K | 0.00% | +2+1.1% | Added |
| UMA Financial Services, Inc. | 167 | $6.12K | 0.00% | +129+339.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 166 | $6.08K | 0.00% | −234−58.5% | Reduced |
| Covestor Ltd | 158 | $6.00K | 0.00% | −2,137−93.1% | Reduced |
| Bell Investment Advisors, Inc | 160 | $5.86K | 0.00% | −16−9.1% | Reduced |
| Red Tortoise LLC | 153 | $5.61K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 135 | $4.95K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 131 | $4.87K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 122 | $4.47K | 0.00% | −43−26.1% | Reduced |
| Addison Advisors LLC | 109 | $4.00K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 104 | $3.81K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $3.67K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 100 | $3.67K | 0.00% | +100 | New |
| Cornerstone Planning Group LLC | 92 | $3.60K | 0.00% | +17+22.7% | Added |
| Archer Investment Corp | 80 | $2.93K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 71 | $2.60K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 66 | $2.41K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 65 | $2.38K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 62 | $2.27K | 0.00% | +62 | New |
| Bogart Wealth, LLC | 60 | $2.20K | 0.00% | +60 | New |
| Clearstead Advisors, LLC | 55 | $2.02K | 0.00% | −1,436−96.3% | Reduced |
| NBC Securities, Inc. | 49 | $1.79K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 47 | $1.72K | 0.00% | −16−25.4% | Reduced |
| Cromwell Holdings LLC | 38 | $1.39K | 0.00% | +29+322.2% | Added |
| JPL Wealth Management, LLC | 38 | $1.39K | 0.00% | +38 | New |
| NBT Bank N A | 35 | $1.28K | 0.00% | +35 | New |
| Kilter Group LLC | 28 | $1.03K | 0.00% | +28 | New |
| Cornerstone Financial Management LLC | 28 | $1.03K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 28 | $1.03K | 0.00% | +28 | New |
| CX Institutional | 17 | $1.00K | 0.00% | −53−75.7% | Reduced |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 27 | $990 | 0.00% | +27 | New |
| Bare Financial Services, Inc | 26 | $953 | 0.00% | −14−35.0% | Reduced |
| Sachetta, LLC | 22 | $807 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 21 | $770 | 0.00% | −24−53.3% | Reduced |
| LRI Investments, LLC | 20 | $733 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 16 | $587 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $586 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $550 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 14 | $513 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $490 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 13 | $476 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $365 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 9 | $330 | 0.00% | +9 | New |
| Signature Resources Capital Management, LLC | 9 | $322 | 0.00% | +9 | New |
| Quaker Wealth Management, LLC | 8 | $294 | 0.00% | −2−20.0% | Reduced |
| American Capital Advisory, LLC | 5 | $184 | 0.00% | −1−16.7% | Reduced |
| DecisionPoint Financial, LLC | 4 | $147 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $73 | 0.00% | −7−77.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 1 | $37 | 0.00% | +1 | New |
| Avion Wealth | 27 | $0 | 0.00% | +14+107.7% | Added |
| Woodline Partners LP | 0 | $0 | 0.00% | −671,081−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −530,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −505,144−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −441,503−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −321,962−100.0% | Sold out |
| B&I Capital AG | 0 | $0 | 0.00% | −243,840−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −175,192−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −167,424−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −158,405−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −125,544−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −111,496−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −107,896−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −73,325−100.0% | Sold out |