Who owns CubeSmart (CUBE)
Which tracked institutional funds hold CUBE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CUBE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
174 tracked funds added or opened CUBE while 98 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CUBE’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CUBE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CUBE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 481 tracked filers holding CUBE, 273 increased or opened the position and 243 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CUBE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 30
- Epoch Investment Partners, Inc.$20M
- Caisse de depot et placement du Quebec$17M
- Ceredex Value Advisors LLC$11M
- IEQ CAPITAL, LLC$10M
- Jupiter Topco LLC$10M
- Alberta Investment Management Corp$9M
Full exits 52
- T. Rowe Price Investment Management, Inc.$149M
- JANUS HENDERSON GROUP PLC$34M
- Point72 Asset Management, L.P.$32M
- PGGM Investments$29M
- HRT FINANCIAL LP$25M
- SG Americas Securities, LLC$22M
Largest adds
- BlackRock, Inc.$413M
- AQR CAPITAL MANAGEMENT LLC$213M
- Daiwa Securities Group Inc.$94M
- NORGES BANK$79M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$66M
- VANGUARD PORTFOLIO MANAGEMENT LLC$63M
Largest trims
- Invesco Ltd.$72M
- CITADEL ADVISORS LLC$58M
- CENTERSQUARE INVESTMENT MANAGEMENT LLC$32M
- TWO SIGMA INVESTMENTS, LP$29M
- JPMORGAN CHASE & CO$24M
- SCHRODER INVESTMENT MANAGEMENT GROUP$20M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 33,924,159 | $1.3B | 16.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 19,495,185 | $775M | 9.5% | 2026-Q2 |
| NORGES BANK added | 12,236,433 | $487M | 6.0% | 2026-Q2 |
| STATE STREET CORP trimmed | 11,037,783 | $439M | 5.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 10,240,990 | $407M | 5.0% | 2026-Q2 |
| FMR LLC added | 7,515,446 | $299M | 3.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 7,279,554 | $290M | 3.6% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 7,254,520 | $289M | 3.5% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 7,030,267 | $280M | 3.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,767,570 | $190M | 2.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,762,337 | $150M | 1.8% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 3,359,278 | $134M | 1.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 3,352,420 | $133M | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 3,348,078 | $133M | 1.6% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 3,239,472 | $129M | 1.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,745,082 | $112M | 1.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 2,693,221 | $107M | 1.3% | 2026-Q2 |
| Daiwa Securities Group Inc. added | 2,449,870 | $97M | 1.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 2,421,670 | $96M | 1.2% | 2026-Q2 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC added | 2,343,438 | $93M | 1.1% | 2026-Q2 |
| AEW CAPITAL MANAGEMENT L P added | 2,292,708 | $91M | 1.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 2,277,505 | $83M | 1.0% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 2,060,726 | $82M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,865,695 | $74M | 0.9% | 2026-Q2 |
| Nuveen, LLC added | 1,854,504 | $74M | 0.9% | 2026-Q2 |
| UBS Group AG added | 1,736,112 | $69M | 0.8% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) trimmed | 1,723,722 | $69M | 0.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,643,184 | $65M | 0.8% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,534,579 | $61M | 0.7% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 1,467,234 | $58M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,431,102 | $57M | 0.7% | 2026-Q2 |
| Legal & General Group Plc trimmed | 1,203,190 | $48M | 0.6% | 2026-Q2 |
| Quantinno Capital Management LP added | 1,198,476 | $48M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,158,501 | $46M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,151,336 | $46M | 0.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 1,013,798 | $40M | 0.5% | 2026-Q2 |
| Boston Trust Walden Corp added | 984,196 | $39M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 882,833 | $35M | 0.4% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 855,192 | $34M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 821,311 | $33M | 0.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 820,088 | $33M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 787,283 | $31M | 0.4% | 2026-Q2 |
| Hudson Bay Capital Management LP trimmed | 734,792 | $29M | 0.4% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 717,101 | $29M | 0.4% | 2026-Q2 |
| Vision Capital Corp added | 696,812 | $28M | 0.3% | 2026-Q2 |
| ProShare Advisors LLC added | 672,050 | $27M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 671,418 | $27M | 0.3% | 2026-Q2 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed | 647,746 | $26M | 0.3% | 2026-Q2 |
| Hazelview Securities Inc. added | 618,426 | $25M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 616,077 | $25M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 602,081 | $24M | 0.3% | 2026-Q2 |
| CRAWFORD INVESTMENT COUNSEL INC added | 596,196 | $24M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 577,523 | $23M | 0.3% | 2026-Q2 |
| APG Asset Management US Inc. added | 561,129 | $23M | 0.3% | 2026-Q2 |
| Heitman Real Estate Securities LLC added | 558,601 | $22M | 0.3% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 557,176 | $22M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 514,056 | $20M | 0.3% | 2026-Q2 |
| Lightrock Netherlands B.V. trimmed | 510,117 | $16M | 0.2% | 2026-Q2 |
| Epoch Investment Partners, Inc. added | 506,280 | $20M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 501,853 | $16M | 0.2% | 2026-Q2 |
| Pacific Heights Asset Management LLC added | 500,000 | $20M | 0.2% | 2026-Q2 |
| 1832 Asset Management L.P. added | 493,503 | $20M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 474,546 | $19M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 461,180 | $18M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 455,700 | $18M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 445,851 | $18M | 0.2% | 2026-Q2 |
| Caisse de depot et placement du Quebec new | 416,877 | $17M | 0.2% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 405,354 | $16M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 403,849 | $16M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 371,001 | $15M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 367,862 | $15M | 0.2% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 351,272 | $14M | 0.2% | 2026-Q2 |
| Asset Management One Co., Ltd. trimmed | 340,149 | $14M | 0.2% | 2026-Q2 |
| Creative Planning added | 335,484 | $13M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 331,257 | $13M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 330,671 | $13M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 327,060 | $13M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 324,525 | $13M | 0.2% | 2026-Q2 |
| STRS OHIO trimmed | 315,669 | $13M | 0.2% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 311,186 | $12M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 296,092 | $12M | 0.1% | 2026-Q2 |
| Ceredex Value Advisors LLC added | 286,250 | $11M | 0.1% | 2026-Q2 |
| TD Asset Management Inc added | 280,515 | $11M | 0.1% | 2026-Q2 |
| Lighthouse Investment Partners, LLC added | 277,589 | $11M | 0.1% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 270,500 | $11M | 0.1% | 2026-Q2 |
| GLENMEDE TRUST CO NA added | 268,468 | $11M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 266,878 | $11M | 0.1% | 2026-Q2 |
| GATEWAY INVESTMENT ADVISERS LLC added | 262,933 | $10M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 262,566 | $10M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 250,599 | $10M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 247,893 | $10M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 245,652 | $10M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH added | 245,451 | $10M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 244,283 | $9M | 0.1% | 2026-Q2 |
| BAMCO INC /NY/ added | 233,813 | $9M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 231,909 | $9M | 0.1% | 2026-Q2 |
| MACQUARIE GROUP LTD added | 229,258 | $9M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 229,243 | $9M | 0.1% | 2026-Q2 |
| Alberta Investment Management Corp new | 224,000 | $9M | 0.1% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 223,094 | $9M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.