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 |
|---|---|---|---|---|---|
| Umb Bank N A | 4,109 | $163.4K | 0.00% | +459+12.6% | Added |
| Farther Finance Advisors, LLC | 4,413 | $176.2K | 0.00% | +1,585+56.0% | Added |
| Jones Financial Companies LLLP | 4,273 | $176.4K | 0.00% | +1,709+66.7% | Added |
| Virtus Investment Advisers, Inc. | 4,822 | $191.8K | 0.04% | −246−4.9% | Reduced |
| Optas, LLC | 5,045 | $200.6K | 0.03% | +5,045 | New |
| Essential Partners LLC | 5,071 | $201.7K | 0.09% | +4,161+457.3% | Added |
| GW Henssler & Associates Ltd | 5,107 | $203.1K | 0.01% | +5,107 | New |
| Renaissance Group LLC | 5,118 | $203.5K | 0.01% | +5,118 | New |
| US Bancorp | 5,222 | $207.7K | 0.00% | −3,121−37.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,245 | $208.6K | 0.00% | +703+15.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,261 | $209.2K | 0.01% | +5,261 | New |
| Clear Street Markets LLC | 5,424 | $215.7K | 0.04% | +5,424 | New |
| Hardy Reed LLC | 5,453 | $216.9K | 0.01% | +5,453 | New |
| AlphaGrep UK Ltd | 5,462 | $217.2K | 0.07% | −1,061−16.3% | Reduced |
| Fund Advisors of America Inc | 5,475 | $217.7K | 0.20% | +5,475 | New |
| Soltis Investment Advisors LLC | 5,480 | $217.9K | 0.01% | +5,480 | New |
| Sentinus, LLC | 5,490 | $218.3K | 0.02% | +5,490 | New |
| Stonebrook Private Inc. | 5,647 | $224.6K | 0.04% | +5,647 | New |
| Jump Financial, LLC | 5,696 | $226.5K | 0.00% | −7,152−55.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 5,721 | $227.5K | 0.01% | +5,721 | New |
| Papamarkou Wellner Asset Management inc. | 5,800 | $230.7K | 0.14% | −150−2.5% | Reduced |
| Old National Bancorp | 5,801 | $230.7K | 0.00% | −4,133−41.6% | Reduced |
| FJ Capital Management LLC | 5,806 | $230.9K | 0.03% | −6,283−52.0% | Reduced |
| Kaizen Financial Strategies | 5,779 | $231.9K | 0.09% | −109−1.9% | Reduced |
| Mainsail Asset Management, LLC | 5,550 | $232.5K | 0.09% | +5,550 | New |
| Sivia Capital Partners, LLC | 5,873 | $233.6K | 0.03% | +5,873 | New |
| Wick Capital Partners, LLC | 5,955 | $236.8K | 0.04% | +5,955 | New |
| Grey Fox Wealth Advisors, LLC | 5,989 | $238.2K | 0.04% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 6,068 | $241.3K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,081 | $241.9K | 0.01% | +57+0.9% | Added |
| Arkadios Wealth Advisors | 6,091 | $242.2K | 0.00% | −6,837−52.9% | Reduced |
| Coldstream Capital Management Inc | 6,191 | $246.2K | 0.00% | +6,191 | New |
| Worth Venture Partners, LLC | 6,200 | $246.6K | 0.56% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 6,214 | $247.6K | 0.02% | +277+4.7% | Added |
| Caerus Investment Advisors, LLC | 6,260 | $249.0K | 0.08% | +6,260 | New |
| Versant Capital Management, Inc | 6,271 | $249.4K | 0.02% | −7−0.1% | Reduced |
| Brown Financial Advisors | 6,516 | $259.1K | 0.09% | +336+5.4% | Added |
| Sym Financial Corp | 6,544 | $260.3K | 0.02% | +6,544 | New |
| Impact Partnership Wealth, LLC | 6,662 | $265.0K | 0.03% | +6,662 | New |
| Twin Tree Management, LP | 6,706 | $266.7K | 0.04% | +6,706 | New |
| North Dakota State Investment Board | 6,732 | $267.7K | 0.01% | +115+1.7% | Added |
| KBC Group NV | 6,747 | $268.0K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6,867 | $269.5K | 0.00% | −86,332−92.6% | Reduced |
| Mattson Financial Services, LLC | 6,517 | $274.2K | 0.06% | +203+3.2% | Added |
| EverSource Wealth Advisors, LLC | 6,920 | $275.2K | 0.01% | +4,419+176.7% | Added |
| Sagewood Asset Management LP | 6,983 | $277.7K | 0.06% | +937+15.5% | Added |
| Crestwood Advisors Group LLC | 7,019 | $279.2K | 0.00% | +7,019 | New |
| MML Investors Services, LLC | 7,131 | $283.6K | 0.00% | −14,697−67.3% | Reduced |
| CIBC Asset Management Inc | 7,133 | $283.7K | 0.00% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 7,232 | $287.6K | 0.06% | −920−11.3% | Reduced |
| O'Brien Greene & Co. Inc | 7,286 | $289.8K | 0.08% | +982+15.6% | Added |
| IFP Advisors, Inc | 7,292 | $290.0K | 0.01% | +4,712+182.6% | Added |
| Camden Capital, LLC | 7,296 | $290.2K | 0.01% | +7,296 | New |
| United Capital Financial Advisers, LLC | 7,328 | $291.4K | 0.00% | +7,328 | New |
| Fifth Third Wealth Advisors LLC | 7,508 | $298.6K | 0.01% | +544+7.8% | Added |
| Shelton Capital Management | 7,519 | $299.0K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 7,557 | $300.5K | 0.02% | −10,902−59.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,607 | $302.5K | 0.01% | −8,922−54.0% | Reduced |
| RMB Capital Management, LLC | 7,770 | $309.0K | 0.00% | +7,770 | New |
| Brookwood Investment Group LLC | 7,792 | $309.9K | 0.04% | −25−0.3% | Reduced |
| Mission Wealth Management, LP | 7,930 | $315.4K | 0.00% | +7,930 | New |
| RFG Advisory, LLC | 8,066 | $320.8K | 0.01% | −1,149−12.5% | Reduced |
| Schroder Investment Management Group | 7,900 | $321.5K | 0.00% | −551,056−98.6% | Reduced |
| Capstone Wealth Management, LLC | 8,105 | $322.3K | 0.15% | +8,105 | New |
| Walleye Trading LLC | 8,169 | $324.9K | 0.00% | +8,169 | New |
| Nykredit A/S | 8,189 | $325.7K | 0.00% | +8,189 | New |
| Park Place Capital Corp | 8,195 | $325.9K | 0.05% | +6,653+431.5% | Added |
| AssuredPartners Investment Advisors, LLC | 8,573 | $340.9K | 0.03% | −244−2.8% | Reduced |
| iA Global Asset Management Inc. | 8,719 | $347.0K | 0.00% | +8,719 | New |
| Freestone Grove Partners LP | 8,744 | $347.7K | 0.00% | −71,463−89.1% | Reduced |
| NTV Asset Management LLC | 8,820 | $350.8K | 0.03% | −1,900−17.7% | Reduced |
| VestGen Advisors, LLC | 8,835 | $351.4K | 0.01% | +3,413+62.9% | Added |
| Daymark Wealth Partners, LLC | 8,923 | $354.9K | 0.01% | +8,923 | New |
| Apollon Wealth Management, LLC | 8,925 | $354.9K | 0.00% | +8,925 | New |
| Kestra Investment Management, LLC | 8,948 | $355.9K | 0.01% | +3,354+60.0% | Added |
| Ninety One UK Ltd | 8,985 | $357.3K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 9,232 | $367.2K | 0.00% | +372+4.2% | Added |
| Marshall Wace, LLP | 9,625 | $382.8K | 0.00% | +9,625 | New |
| Norinchukin Bank, The | 9,795 | $389.5K | 0.00% | −308−3.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,846 | $391.6K | 0.01% | +2,298+30.4% | Added |
| DoubleLine ETF Adviser LP | 10,066 | $400.3K | 0.17% | −1,787−15.1% | Reduced |
| Level Four Advisory Services, LLC | 10,075 | $400.7K | 0.01% | −3,970−28.3% | Reduced |
| Pensionmark Financial Group, LLC | 10,958 | $404.4K | 0.01% | −15−0.1% | Reduced |
| Jackson Thornton Asset Management, LLC | 10,203 | $405.8K | 0.03% | +10,203 | New |
| Wealth Quarterback LLC | 10,227 | $406.7K | 0.13% | −535−5.0% | Reduced |
| TD Private Client Wealth LLC | 10,476 | $416.6K | 0.01% | +8,152+350.8% | Added |
| Rockefeller Capital Management L.P. | 10,690 | $425.1K | 0.00% | +6,003+128.1% | Added |
| Nomura Holdings Inc | 10,914 | $434.1K | 0.00% | +10,914 | New |
| Steward Partners Investment Advisory, LLC | 10,985 | $436.9K | 0.00% | +8,919+431.7% | Added |
| Monument Capital Management | 11,026 | $438.5K | 0.09% | +11,026 | New |
| TCG Advisory Services, LLC | 11,138 | $443.0K | 0.01% | +3,148+39.4% | Added |
| Mutual Advisors, LLC | 11,390 | $453.0K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 11,414 | $453.9K | 0.08% | −26,643−70.0% | Reduced |
| Abel Hall, LLC | 11,439 | $454.9K | 0.08% | +42+0.4% | Added |
| IFG Advisory, LLC | 11,585 | $460.7K | 0.02% | +11,585 | New |
| Maryland State Retirement & Pension System | 11,787 | $468.8K | 0.01% | +1,330+12.7% | Added |
| Himension Fund | 11,965 | $475.8K | 0.03% | +11,965 | New |
| Ritholtz Wealth Management | 11,975 | $476.2K | 0.01% | +11,975 | New |
| Parcion Private Wealth LLC | 12,033 | $478.6K | 0.03% | +12,033 | New |
| Transcend Wealth Collective, LLC | 12,247 | $487.1K | 0.03% | +12,247 | New |