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 |
|---|---|---|---|---|---|
| Stonebrook Private Inc. | 5,647 | $224.6K | 0.04% | +5,647 | New |
| Sentinus, LLC | 5,490 | $218.3K | 0.02% | +5,490 | New |
| Soltis Investment Advisors LLC | 5,480 | $217.9K | 0.01% | +5,480 | New |
| Fund Advisors of America Inc | 5,475 | $217.7K | 0.20% | +5,475 | New |
| AlphaGrep UK Ltd | 5,462 | $217.2K | 0.07% | −1,061−16.3% | Reduced |
| Hardy Reed LLC | 5,453 | $216.9K | 0.01% | +5,453 | New |
| Clear Street Markets LLC | 5,424 | $215.7K | 0.04% | +5,424 | New |
| Meiji Yasuda Asset Management Co Ltd. | 5,261 | $209.2K | 0.01% | +5,261 | New |
| Northwestern Mutual Wealth Management Co | 5,245 | $208.6K | 0.00% | +703+15.5% | Added |
| US Bancorp | 5,222 | $207.7K | 0.00% | −3,121−37.4% | Reduced |
| Renaissance Group LLC | 5,118 | $203.5K | 0.01% | +5,118 | New |
| GW Henssler & Associates Ltd | 5,107 | $203.1K | 0.01% | +5,107 | New |
| Essential Partners LLC | 5,071 | $201.7K | 0.09% | +4,161+457.3% | Added |
| Optas, LLC | 5,045 | $200.6K | 0.03% | +5,045 | New |
| Virtus Investment Advisers, Inc. | 4,822 | $191.8K | 0.04% | −246−4.9% | Reduced |
| Jones Financial Companies LLLP | 4,273 | $176.4K | 0.00% | +1,709+66.7% | Added |
| Farther Finance Advisors, LLC | 4,413 | $176.2K | 0.00% | +1,585+56.0% | Added |
| Umb Bank N A | 4,109 | $163.4K | 0.00% | +459+12.6% | Added |
| GAMMA Investing LLC | 3,547 | $141.1K | 0.01% | +730+25.9% | Added |
| Signaturefd, LLC | 3,158 | $125.6K | 0.00% | +567+21.9% | Added |
| Eurizon Capital SGR S.p.A. | 2,986 | $121.6K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 3,038 | $120.8K | 0.00% | −409−11.9% | Reduced |
| FIL Ltd | 2,913 | $115.8K | 0.00% | −70−2.3% | Reduced |
| Parallel Advisors, LLC | 2,801 | $111.4K | 0.00% | −878−23.9% | Reduced |
| True Wealth Design, LLC | 2,687 | $106.9K | 0.03% | +2,071+336.2% | Added |
| Larson Financial Group LLC | 2,484 | $98.8K | 0.00% | +1,382+125.4% | Added |
| Chilton Capital Management LLC | 2,420 | $96.2K | 0.00% | +2,420 | New |
| Employees Retirement System of Texas | 2,301 | $92.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,183 | $86.8K | 0.00% | −425−16.3% | Reduced |
| SJS Investment Consulting Inc. | 1,974 | $78.5K | 0.01% | +835+73.3% | Added |
| Quent Capital, LLC | 1,753 | $69.7K | 0.00% | +1,228+233.9% | Added |
| Clearstead Advisors, LLC | 1,583 | $63.0K | 0.00% | +1,528+2,778.2% | Added |
| Global Retirement Partners, LLC | 1,516 | $60.3K | 0.00% | +1,516 | New |
| ZRC Wealth Management, LLC | 1,417 | $56.4K | 0.02% | +391+38.1% | Added |
| Simplex Trading, LLC | 1,307 | $52.0K | 0.00% | +1,307 | New |
| Cary Street Partner Investment Advisory LLC | 951 | $37.8K | 0.01% | +951 | New |
| Parkside Financial Bank & Trust | 941 | $37.4K | 0.00% | +554+143.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 937 | $37.3K | 0.00% | −3,759−80.0% | Reduced |
| Basecamp Wealth Advisors LLC | 775 | $30.8K | 0.01% | +142+22.4% | Added |
| Wealth Enhancement Trust Services, Inc. | 753 | $29.9K | 0.00% | +753 | New |
| Peregrine Capital Management LLC | 730 | $29.0K | 0.00% | +420+135.5% | Added |
| Wiser Advisor Group LLC | 712 | $28.3K | 0.03% | +10+1.4% | Added |
| Assetmark, Inc | 662 | $26.3K | 0.00% | +56+9.2% | Added |
| Bessemer Group Inc | 569 | $23.0K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 548 | $22.3K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 560 | $22.3K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 537 | $21.4K | 0.00% | +537 | New |
| First National Bank | 500 | $19.9K | 0.01% | +500 | New |
| Stone House Investment Management, LLC | 493 | $19.6K | 0.00% | +190+62.7% | Added |
| Private Trust Co NA | 478 | $19.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 476 | $18.9K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 415 | $16.5K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 400 | $15.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 360 | $14.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 360 | $14.3K | 0.00% | +12+3.4% | Added |
| Activest Wealth Management | 336 | $13.4K | 0.00% | +336 | New |
| CX Institutional | 326 | $13.0K | 0.00% | +309+1,817.6% | Added |
| Spire Wealth Management | 300 | $11.9K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 278 | $11.1K | 0.00% | +17+6.5% | Added |
| Smartleaf Asset Management LLC | 257 | $10.5K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 250 | $9.94K | 0.00% | +250 | New |
| Central Trust Co | 245 | $9.74K | 0.00% | −12−4.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 237 | $9.69K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 212 | $8.43K | 0.00% | +212 | New |
| Triumph Capital Management | 200 | $7.95K | 0.00% | −200−50.0% | Reduced |
| Gould Capital, LLC | 200 | $7.95K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 197 | $7.83K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 191 | $7.60K | 0.01% | +2+1.1% | Added |
| Owl Creek Wealth Partners LLC | 190 | $7.56K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 188 | $7.48K | 0.00% | +2+1.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 166 | $6.60K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 160 | $6.36K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 156 | $6.21K | 0.00% | −11−6.6% | Reduced |
| Covestor Ltd | 159 | $6.00K | 0.00% | +1+0.6% | Added |
| Marshall Investment Management, LLC | 136 | $5.41K | 0.00% | +136 | New |
| Harbour Investments, Inc. | 135 | $5.37K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 131 | $5.26K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 123 | $4.89K | 0.00% | +85+223.7% | Added |
| Cornerstone Planning Group LLC | 112 | $4.60K | 0.00% | +20+21.7% | Added |
| MTM Investment Management, LLC | 104 | $4.14K | 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 |
| Archer Investment Corp | 80 | $3.18K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 70 | $2.78K | 0.00% | +70 | New |
| Silver Grove Financial Group, Inc. | 68 | $2.70K | 0.00% | +68 | New |
| Ares Financial Consulting, LLC | 66 | $2.63K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 65 | $2.59K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 64 | $2.54K | 0.00% | +26+68.4% | Added |
| Rialto Wealth Management, LLC | 60 | $2.39K | 0.00% | +13+27.7% | Added |
| First Horizon Corp | 59 | $2.35K | 0.00% | −12−16.9% | Reduced |
| Principia Wealth Advisory, LLC | 56 | $2.23K | 0.00% | +54+2,700.0% | Added |
| WPG Advisers, LLC | 51 | $2.03K | 0.00% | +51 | New |
| Institute for Wealth Management, LLC. | 49 | $1.96K | 0.00% | +49 | New |
| Allied Private Wealth LLC | 36 | $1.44K | 0.00% | +36 | New |
| 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 |
| Keating Financial Advisory Services, Inc. | 26 | $1.03K | 0.00% | −1−3.7% | Reduced |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $1.00K | 0.00% | 00.0% | Unchanged |