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 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 14,381 | $571.9K | 0.01% | +5,504+62.0% | Added |
| Hantz Financial Services, Inc. | 14,288 | $568.0K | 0.01% | +1,815+14.6% | Added |
| Spirit of America Management Corp | 14,200 | $564.7K | 0.11% | −4,250−23.0% | Reduced |
| Winmill & Co. Inc | 14,000 | $556.8K | 0.12% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 13,999 | $556.7K | 0.00% | −521−3.6% | Reduced |
| Susquehanna International Group, LLP | 13,935 | $554.2K | 0.00% | +653+4.9% | Added |
| Cullen/Frost Bankers, Inc. | 13,929 | $554.0K | 0.01% | −519−3.6% | Reduced |
| Evolve Private Wealth, LLC | 13,522 | $537.8K | 0.03% | +7,897+140.4% | Added |
| Warren Averett Asset Management, LLC | 13,209 | $525.3K | 0.00% | +13,209 | New |
| Syon Capital LLC | 13,129 | $522.1K | 0.02% | +2,904+28.4% | Added |
| AlphaCore Capital LLC | 13,035 | $518.4K | 0.01% | +13,035 | New |
| Allworth Financial LP | 13,019 | $517.8K | 0.00% | +8,943+219.4% | Added |
| Pinnacle Associates Ltd | 12,910 | $513.4K | 0.01% | +1,757+15.8% | Added |
| DnB Asset Management AS | 12,908 | $513.4K | 0.00% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 12,742 | $506.7K | 0.03% | +7,037+123.3% | Added |
| Penserra Capital Management LLC | 12,569 | $499.0K | 0.00% | −2,087−14.2% | Reduced |
| Blair William & Co | 12,432 | $494.4K | 0.00% | +12,432 | New |
| 111 Capital | 12,359 | $491.5K | 0.08% | +12,359 | New |
| Transcend Wealth Collective, LLC | 12,247 | $487.1K | 0.03% | +12,247 | New |
| Parcion Private Wealth LLC | 12,033 | $478.6K | 0.03% | +12,033 | New |
| Ritholtz Wealth Management | 11,975 | $476.2K | 0.01% | +11,975 | New |
| Himension Fund | 11,965 | $475.8K | 0.03% | +11,965 | New |
| Maryland State Retirement & Pension System | 11,787 | $468.8K | 0.01% | +1,330+12.7% | Added |
| IFG Advisory, LLC | 11,585 | $460.7K | 0.02% | +11,585 | New |
| Abel Hall, LLC | 11,439 | $454.9K | 0.08% | +42+0.4% | Added |
| Fox Run Management, L.L.C. | 11,414 | $453.9K | 0.08% | −26,643−70.0% | Reduced |
| Mutual Advisors, LLC | 11,390 | $453.0K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 11,138 | $443.0K | 0.01% | +3,148+39.4% | Added |
| Monument Capital Management | 11,026 | $438.5K | 0.09% | +11,026 | New |
| Steward Partners Investment Advisory, LLC | 10,985 | $436.9K | 0.00% | +8,919+431.7% | Added |
| Nomura Holdings Inc | 10,914 | $434.1K | 0.00% | +10,914 | New |
| Rockefeller Capital Management L.P. | 10,690 | $425.1K | 0.00% | +6,003+128.1% | Added |
| TD Private Client Wealth LLC | 10,476 | $416.6K | 0.01% | +8,152+350.8% | Added |
| Wealth Quarterback LLC | 10,227 | $406.7K | 0.13% | −535−5.0% | Reduced |
| Jackson Thornton Asset Management, LLC | 10,203 | $405.8K | 0.03% | +10,203 | New |
| Pensionmark Financial Group, LLC | 10,958 | $404.4K | 0.01% | −15−0.1% | Reduced |
| Level Four Advisory Services, LLC | 10,075 | $400.7K | 0.01% | −3,970−28.3% | Reduced |
| DoubleLine ETF Adviser LP | 10,066 | $400.3K | 0.17% | −1,787−15.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,846 | $391.6K | 0.01% | +2,298+30.4% | Added |
| Norinchukin Bank, The | 9,795 | $389.5K | 0.00% | −308−3.0% | Reduced |
| Marshall Wace, LLP | 9,625 | $382.8K | 0.00% | +9,625 | New |
| Panagora Asset Management Inc | 9,232 | $367.2K | 0.00% | +372+4.2% | Added |
| Ninety One UK Ltd | 8,985 | $357.3K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 8,948 | $355.9K | 0.01% | +3,354+60.0% | Added |
| Apollon Wealth Management, LLC | 8,925 | $354.9K | 0.00% | +8,925 | New |
| Daymark Wealth Partners, LLC | 8,923 | $354.9K | 0.01% | +8,923 | New |
| VestGen Advisors, LLC | 8,835 | $351.4K | 0.01% | +3,413+62.9% | Added |
| NTV Asset Management LLC | 8,820 | $350.8K | 0.03% | −1,900−17.7% | Reduced |
| Freestone Grove Partners LP | 8,744 | $347.7K | 0.00% | −71,463−89.1% | Reduced |
| iA Global Asset Management Inc. | 8,719 | $347.0K | 0.00% | +8,719 | New |
| AssuredPartners Investment Advisors, LLC | 8,573 | $340.9K | 0.03% | −244−2.8% | Reduced |
| Park Place Capital Corp | 8,195 | $325.9K | 0.05% | +6,653+431.5% | Added |
| Nykredit A/S | 8,189 | $325.7K | 0.00% | +8,189 | New |
| Walleye Trading LLC | 8,169 | $324.9K | 0.00% | +8,169 | New |
| Capstone Wealth Management, LLC | 8,105 | $322.3K | 0.15% | +8,105 | New |
| Schroder Investment Management Group | 7,900 | $321.5K | 0.00% | −551,056−98.6% | Reduced |
| RFG Advisory, LLC | 8,066 | $320.8K | 0.01% | −1,149−12.5% | Reduced |
| Mission Wealth Management, LP | 7,930 | $315.4K | 0.00% | +7,930 | New |
| Brookwood Investment Group LLC | 7,792 | $309.9K | 0.04% | −25−0.3% | Reduced |
| RMB Capital Management, LLC | 7,770 | $309.0K | 0.00% | +7,770 | New |
| Ashton Thomas Private Wealth, LLC | 7,607 | $302.5K | 0.01% | −8,922−54.0% | Reduced |
| DRW Securities, LLC | 7,557 | $300.5K | 0.02% | −10,902−59.1% | Reduced |
| Shelton Capital Management | 7,519 | $299.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 7,508 | $298.6K | 0.01% | +544+7.8% | Added |
| United Capital Financial Advisers, LLC | 7,328 | $291.4K | 0.00% | +7,328 | New |
| Camden Capital, LLC | 7,296 | $290.2K | 0.01% | +7,296 | New |
| IFP Advisors, Inc | 7,292 | $290.0K | 0.01% | +4,712+182.6% | Added |
| O'Brien Greene & Co. Inc | 7,286 | $289.8K | 0.08% | +982+15.6% | Added |
| Alpine Woods Capital Investors, LLC | 7,232 | $287.6K | 0.06% | −920−11.3% | Reduced |
| CIBC Asset Management Inc | 7,133 | $283.7K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,131 | $283.6K | 0.00% | −14,697−67.3% | Reduced |
| Crestwood Advisors Group LLC | 7,019 | $279.2K | 0.00% | +7,019 | New |
| Sagewood Asset Management LP | 6,983 | $277.7K | 0.06% | +937+15.5% | Added |
| EverSource Wealth Advisors, LLC | 6,920 | $275.2K | 0.01% | +4,419+176.7% | Added |
| Mattson Financial Services, LLC | 6,517 | $274.2K | 0.06% | +203+3.2% | Added |
| Horizon Investments, LLC | 6,867 | $269.5K | 0.00% | −86,332−92.6% | Reduced |
| KBC Group NV | 6,747 | $268.0K | 0.00% | 00.0% | Unchanged |
| North Dakota State Investment Board | 6,732 | $267.7K | 0.01% | +115+1.7% | Added |
| Twin Tree Management, LP | 6,706 | $266.7K | 0.04% | +6,706 | New |
| Impact Partnership Wealth, LLC | 6,662 | $265.0K | 0.03% | +6,662 | New |
| Sym Financial Corp | 6,544 | $260.3K | 0.02% | +6,544 | New |
| Brown Financial Advisors | 6,516 | $259.1K | 0.09% | +336+5.4% | Added |
| Versant Capital Management, Inc | 6,271 | $249.4K | 0.02% | −7−0.1% | Reduced |
| Caerus Investment Advisors, LLC | 6,260 | $249.0K | 0.08% | +6,260 | New |
| Inspire Advisors, LLC | 6,214 | $247.6K | 0.02% | +277+4.7% | Added |
| Worth Venture Partners, LLC | 6,200 | $246.6K | 0.56% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,191 | $246.2K | 0.00% | +6,191 | New |
| Arkadios Wealth Advisors | 6,091 | $242.2K | 0.00% | −6,837−52.9% | Reduced |
| Belpointe Asset Management LLC | 6,081 | $241.9K | 0.01% | +57+0.9% | Added |
| EntryPoint Capital, LLC | 6,068 | $241.3K | 0.06% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 5,989 | $238.2K | 0.04% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 5,955 | $236.8K | 0.04% | +5,955 | New |
| Sivia Capital Partners, LLC | 5,873 | $233.6K | 0.03% | +5,873 | New |
| Mainsail Asset Management, LLC | 5,550 | $232.5K | 0.09% | +5,550 | New |
| Kaizen Financial Strategies | 5,779 | $231.9K | 0.09% | −109−1.9% | Reduced |
| FJ Capital Management LLC | 5,806 | $230.9K | 0.03% | −6,283−52.0% | Reduced |
| Old National Bancorp | 5,801 | $230.7K | 0.00% | −4,133−41.6% | Reduced |
| Papamarkou Wellner Asset Management inc. | 5,800 | $230.7K | 0.14% | −150−2.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 5,721 | $227.5K | 0.01% | +5,721 | New |
| Jump Financial, LLC | 5,696 | $226.5K | 0.00% | −7,152−55.7% | Reduced |