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, Q2 2026
Institutional positions in CubeSmart as of Jun 30, 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
- 519
- +37 vs. Q1 2026
- Shares held
- 231.0M
- +20.9M (+9.9%) vs. Q1 2026
- Total value
- $9.18B
- +$1.49B (+19.4%) vs. Q1 2026
- New holders
- 94
- 197 more added
- Sold out
- 57
- 157 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $40 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 4 | $159 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 5 | $199 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 8 | $319 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 9 | $358 | 0.00% | +9 | New |
| Highline Wealth Partners LLC | 13 | $517 | 0.00% | +13 | New |
| South State Corp. | 13 | $518 | 0.00% | −109−89.3% | Reduced |
| Dunhill Financial, LLC | 13 | $532 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 14 | $557 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $597 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 15 | $597 | 0.00% | +15 | New |
| Bruce G. Allen Investments, LLC | 16 | $636 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 16 | $637 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 20 | $795 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 21 | $835 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 21 | $835 | 0.00% | +21 | New |
| Sachetta, LLC | 22 | $875 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 26 | $1.03K | 0.00% | −1−3.7% | Reduced |
| Kilter Group LLC | 28 | $1.11K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 28 | $1.11K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 28 | $1.11K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 36 | $1.44K | 0.00% | +36 | New |
| Institute for Wealth Management, LLC. | 49 | $1.96K | 0.00% | +49 | New |
| WPG Advisers, LLC | 51 | $2.03K | 0.00% | +51 | New |
| Principia Wealth Advisory, LLC | 56 | $2.23K | 0.00% | +54+2,700.0% | Added |
| First Horizon Corp | 59 | $2.35K | 0.00% | −12−16.9% | Reduced |
| Rialto Wealth Management, LLC | 60 | $2.39K | 0.00% | +13+27.7% | Added |
| Cromwell Holdings LLC | 64 | $2.54K | 0.00% | +26+68.4% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 65 | $2.59K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 66 | $2.63K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 68 | $2.70K | 0.00% | +68 | New |
| Continuum Advisory, LLC | 70 | $2.78K | 0.00% | +70 | New |
| Archer Investment Corp | 80 | $3.18K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 100 | $3.98K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $3.98K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 104 | $4.14K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 112 | $4.60K | 0.00% | +20+21.7% | Added |
| JPL Wealth Management, LLC | 123 | $4.89K | 0.00% | +85+223.7% | Added |
| Salomon & Ludwin, LLC | 131 | $5.26K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 135 | $5.37K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 136 | $5.41K | 0.00% | +136 | New |
| Covestor Ltd | 159 | $6.00K | 0.00% | +1+0.6% | Added |
| UMA Financial Services, Inc. | 156 | $6.21K | 0.00% | −11−6.6% | Reduced |
| Bell Investment Advisors, Inc | 160 | $6.36K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 166 | $6.60K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 188 | $7.48K | 0.00% | +2+1.1% | Added |
| Owl Creek Wealth Partners LLC | 190 | $7.56K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 191 | $7.60K | 0.01% | +2+1.1% | Added |
| Farmers & Merchants Investments Inc | 197 | $7.83K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 200 | $7.95K | 0.00% | −200−50.0% | Reduced |
| Gould Capital, LLC | 200 | $7.95K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 212 | $8.43K | 0.00% | +212 | New |
| Whittier Trust Co of Nevada Inc | 237 | $9.69K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 245 | $9.74K | 0.00% | −12−4.7% | Reduced |
| IMA Wealth, Inc. | 250 | $9.94K | 0.00% | +250 | New |
| Smartleaf Asset Management LLC | 257 | $10.5K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 278 | $11.1K | 0.00% | +17+6.5% | Added |
| Spire Wealth Management | 300 | $11.9K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 326 | $13.0K | 0.00% | +309+1,817.6% | Added |
| Activest Wealth Management | 336 | $13.4K | 0.00% | +336 | New |
| Massmutual Trust Co FSB | 360 | $14.3K | 0.00% | +12+3.4% | Added |
| HHM Wealth Advisors, LLC | 360 | $14.3K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 400 | $15.9K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 415 | $16.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 476 | $18.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 478 | $19.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 493 | $19.6K | 0.00% | +190+62.7% | Added |
| First National Bank | 500 | $19.9K | 0.01% | +500 | New |
| V-Square Quantitative Management LLC | 537 | $21.4K | 0.00% | +537 | New |
| Heritage Wealth Advisors | 560 | $22.3K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 548 | $22.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 569 | $23.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 662 | $26.3K | 0.00% | +56+9.2% | Added |
| Wiser Advisor Group LLC | 712 | $28.3K | 0.03% | +10+1.4% | Added |
| Peregrine Capital Management LLC | 730 | $29.0K | 0.00% | +420+135.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 753 | $29.9K | 0.00% | +753 | New |
| Basecamp Wealth Advisors LLC | 775 | $30.8K | 0.01% | +142+22.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 937 | $37.3K | 0.00% | −3,759−80.0% | Reduced |
| Parkside Financial Bank & Trust | 941 | $37.4K | 0.00% | +554+143.2% | Added |
| Cary Street Partner Investment Advisory LLC | 951 | $37.8K | 0.01% | +951 | New |
| Simplex Trading, LLC | 1,307 | $52.0K | 0.00% | +1,307 | New |
| ZRC Wealth Management, LLC | 1,417 | $56.4K | 0.02% | +391+38.1% | Added |
| Global Retirement Partners, LLC | 1,516 | $60.3K | 0.00% | +1,516 | New |
| Clearstead Advisors, LLC | 1,583 | $63.0K | 0.00% | +1,528+2,778.2% | Added |
| Quent Capital, LLC | 1,753 | $69.7K | 0.00% | +1,228+233.9% | Added |
| SJS Investment Consulting Inc. | 1,974 | $78.5K | 0.01% | +835+73.3% | Added |
| Fifth Third Bancorp | 2,183 | $86.8K | 0.00% | −425−16.3% | Reduced |
| Employees Retirement System of Texas | 2,301 | $92.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,420 | $96.2K | 0.00% | +2,420 | New |
| Larson Financial Group LLC | 2,484 | $98.8K | 0.00% | +1,382+125.4% | Added |
| True Wealth Design, LLC | 2,687 | $106.9K | 0.03% | +2,071+336.2% | Added |
| Parallel Advisors, LLC | 2,801 | $111.4K | 0.00% | −878−23.9% | Reduced |
| FIL Ltd | 2,913 | $115.8K | 0.00% | −70−2.3% | Reduced |
| GF Fund Management Co. Ltd. | 3,038 | $120.8K | 0.00% | −409−11.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 2,986 | $121.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,158 | $125.6K | 0.00% | +567+21.9% | Added |
| GAMMA Investing LLC | 3,547 | $141.1K | 0.01% | +730+25.9% | Added |