CubeSmart - COMMON STOCK (CUBE) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
CUBE on NYSE
Shares outstanding
226,459,020
Price per share
$39.61
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
216,238,925
Total reported value
$7,784,650,606
% of total 13F portfolios
0.01%
Share change
+6,067,084
Value change
+$210,369,310
Number of holders
456
Price from insider filings
$39.61
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of CubeSmart - COMMON STOCK (CUBE) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
STATE STREET CORP 5% -2% $411,362,810 -$5,456,403 11,322,951 -1.3% STATE STREET CORPORATION 31 Dec 2025
FMR LLC 4.6% -22% $423,240,280 -$110,780,711 10,594,250 -21% FMR LLC 31 Mar 2025

As of 31 Dec 2025, 456 institutional investors reported holding 216,238,925 shares of CubeSmart - COMMON STOCK (CUBE). This represents 95% of the company’s total 226,459,020 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of CubeSmart - COMMON STOCK (CUBE) together control 71% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 15% 33,619,064 -7.9% 0.02% $1,211,967,256
VANGUARD GROUP INC 14% 31,274,823 -0.03% 0.02% $1,127,457,368
STATE STREET CORP 5% 11,322,951 -1.9% 0.01% $408,192,384
NORGES BANK 4.9% 10,983,859 0.04% $395,968,117
PRICE T ROWE ASSOCIATES INC /MD/ 3.8% 8,543,133 -5% 0.03% $307,982,000
FMR LLC 3.6% 8,045,627 -18% 0.01% $290,044,838
CITADEL ADVISORS LLC 2.3% 5,209,257 +328% 0.13% $187,793,715
GEODE CAPITAL MANAGEMENT, LLC 2.1% 4,714,128 +1.1% 0.01% $169,974,938
T. Rowe Price Investment Management, Inc. 1.9% 4,344,786 -32% 0.1% $156,630,000
JPMORGAN CHASE & CO 1.7% 3,750,773 -30% 0.01% $135,215,367
Alyeska Investment Group, L.P. 1.6% 3,671,737 -14% 0.37% $132,366,119
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1.5% 3,469,724 +3.1% 1.8% $125,083,550
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.5% 3,412,567 +5.3% 0.02% $123,023,040
DIMENSIONAL FUND ADVISORS LP 1.5% 3,306,653 +0.66% 0.03% $119,206,789
Invesco Ltd. 1.5% 3,297,286 +8.2% 0.02% $118,867,173
NORTHERN TRUST CORP 1.4% 3,273,628 -2.6% 0.02% $118,014,289
MILLENNIUM MANAGEMENT LLC 1.2% 2,739,600 +202% 0.07% $98,762,580
DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.2% 2,719,631 +16% 1.1% $98,042,698
PRUDENTIAL FINANCIAL INC 1.2% 2,673,172 +51% 0.12% $97,062,875
ALLIANCEBERNSTEIN L.P. 0.95% 2,161,090 +42% 0.02% $77,907,295
MORGAN STANLEY 0.92% 2,072,197 -4.2% 0% $74,702,764
Bank of New York Mellon Corp 0.87% 1,961,674 -8.2% 0.01% $70,718,361
DIAMOND HILL CAPITAL MANAGEMENT INC 0.86% 1,943,109 +7.1% 0.36% $70,049,079
CANADA PENSION PLAN INVESTMENT BOARD 0.7% 1,583,400 +169% 0.04% $57,081,570
Legal & General Group Plc 0.61% 1,381,625 +16% 0.01% $49,807,581

Institutional Holders of CubeSmart - COMMON STOCK (CUBE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 216,238,925 $7,784,650,606 +$210,369,310 $36.05 456
2025 Q3 210,928,935 $8,572,379,831 -$487,690,792 $40.66 472
2025 Q2 222,512,118 $9,454,215,582 +$570,512,267 $42.50 458
2025 Q1 209,053,259 $8,923,910,220 -$470,261,581 $42.71 441
2024 Q4 219,875,843 $9,414,300,093 +$41,748,899 $42.85 458
2024 Q3 218,567,788 $11,761,365,187 -$158,607,288 $53.83 447
2024 Q2 218,085,129 $9,849,956,650 +$65,846,791 $45.17 422
2024 Q1 217,008,402 $9,818,706,545 -$42,029,557 $45.22 423
2023 Q4 217,812,053 $10,102,844,115 -$169,928,593 $46.35 435
2023 Q3 221,851,445 $8,465,173,139 -$114,498,819 $38.13 411
2023 Q2 224,490,333 $10,034,636,123 -$301,086,878 $44.66 406
2023 Q1 231,121,748 $10,687,691,610 -$91,309,315 $46.22 393
2022 Q4 233,862,883 $9,418,134,338 +$758,499,446 $40.25 355
2022 Q3 216,881,602 $8,692,171,134 -$335,897,342 $40.06 328
2022 Q2 213,264,627 $9,114,532,551 +$265,510,410 $42.72 319
2022 Q1 213,445,373 $11,139,828,243 -$81,510,188 $52.03 355
2021 Q4 214,694,142 $12,217,282,211 +$1,414,675,944 $56.91 381
2021 Q3 189,595,750 $9,193,759,162 -$266,031,290 $48.45 322
2021 Q2 195,218,006 $9,045,334,149 -$32,393,916 $46.32 291
2021 Q1 196,072,942 $7,420,248,672 -$4,845,960 $37.83 292
2020 Q4 196,495,804 $6,606,905,338 +$61,246,230 $33.61 292
2020 Q3 194,746,508 $6,296,386,363 +$94,520,221 $32.31 263
2020 Q2 193,036,958 $5,211,241,699 +$105,982,874 $26.99 272
2020 Q1 189,274,244 $5,072,491,608 -$82,300,510 $26.79 272
2019 Q4 191,288,168 $6,023,434,466 -$102,974,302 $31.48 291
2019 Q3 190,989,112 $6,668,380,339 -$16,578,895 $34.90 290
2019 Q2 192,439,954 $6,438,324,336 +$189,819,571 $33.44 258
2019 Q1 188,514,506 $6,042,942,303 +$13,116,732 $32.04 269
2018 Q4 188,417,363 $5,408,032,716 -$94,592,962 $28.69 283
2018 Q3 191,457,281 $5,463,914,419 +$8,406,518 $28.53 275
2018 Q2 190,868,078 $6,152,248,288 +$4,259,766 $32.22 278
2018 Q1 190,931,904 $5,386,587,175 -$293,016,940 $28.20 261
2017 Q4 193,111,909 $5,584,749,633 -$104,811,651 $28.92 254
2017 Q3 197,197,397 $5,118,606,783 +$350,824,034 $25.96 240
2017 Q2 184,298,603 $4,430,230,772 +$15,449,811 $24.04 244
2017 Q1 183,420,413 $4,760,961,896 +$358,894,220 $25.96 237
2016 Q4 180,434,614 $4,829,150,231 +$99,012,437 $26.77 249
2016 Q3 180,328,432 $4,914,688,363 -$66,603,511 $27.26 246
2016 Q2 183,212,213 $5,657,793,606 -$34,963,442 $30.88 254
2016 Q1 183,638,119 $6,104,938,990 +$78,510,143 $33.30 235
2015 Q4 181,711,062 $5,564,293,778 +$63,886,781 $30.62 220
2015 Q3 180,630,814 $4,914,773,392 +$237,009,718 $27.21 211
2015 Q2 172,771,059 $4,000,895,474 +$49,401,632 $23.16 189
2015 Q1 195,262,820 $4,715,425,524 +$59,333,907 $24.15 196
2014 Q4 168,440,467 $3,719,149,399 +$171,360,818 $22.07 179
2014 Q3 162,518,958 $2,921,790,377 +$167,719,386 $17.98 182
2014 Q2 153,191,788 $2,807,305,755 -$19,235,151 $18.32 183
2014 Q1 150,589,291 $2,584,736,248 +$136,479,251 $17.16 186