| 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 30 Sep 2025, 470 institutional investors reported holding 210,928,911 shares of CubeSmart - COMMON STOCK (CUBE). This represents 93% of the company’s total 226,459,020 outstanding shares.
The largest institutional shareholders of CubeSmart - COMMON STOCK (CUBE) together control 70% 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. | 16% | 36,491,119 | -1.4% | 0.03% | $1,483,728,903 |
| VANGUARD GROUP INC | 14% | 31,285,353 | +0.19% | 0.02% | $1,272,062,453 |
| STATE STREET CORP | 5.1% | 11,538,652 | -0.6% | 0.02% | $469,161,590 |
| FMR LLC | 4.3% | 9,827,892 | -6.6% | 0.02% | $399,602,082 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 4% | 8,990,445 | +30% | 0.04% | $365,553,000 |
| T. Rowe Price Investment Management, Inc. | 2.8% | 6,366,375 | -20% | 0.16% | $258,857,000 |
| JPMORGAN CHASE & CO | 2.4% | 5,340,869 | +1.7% | 0.01% | $217,162,032 |
| Allspring Global Investments Holdings, LLC | 2.2% | 5,066,931 | -0.5% | 0.33% | $205,109,367 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 4,661,921 | +2.9% | 0.01% | $189,584,801 |
| Alyeska Investment Group, L.P. | 1.9% | 4,283,952 | +36% | 0.53% | $174,185,488 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 1.5% | 3,364,619 | +37% | 2% | $136,805,409 |
| NORTHERN TRUST CORP | 1.5% | 3,360,776 | -8.7% | 0.02% | $136,649,152 |
| DIMENSIONAL FUND ADVISORS LP | 1.5% | 3,284,860 | -1.1% | 0.03% | $133,561,912 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4% | 3,241,028 | +0.42% | 0.02% | $131,780,198 |
| Invesco Ltd. | 1.3% | 3,046,264 | -6% | 0.02% | $123,861,079 |
| DEUTSCHE BANK AG\ | 1% | 2,376,087 | -12% | 0.03% | $96,611,698 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1% | 2,339,974 | +5.4% | 1.1% | $95,143,343 |
| MORGAN STANLEY | 0.96% | 2,163,691 | -0.57% | 0.01% | $87,975,763 |
| Bank of New York Mellon Corp | 0.94% | 2,136,054 | -3.9% | 0.02% | $86,851,963 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 0.8% | 1,813,777 | +4.4% | 0.35% | $73,748,173 |
| PRUDENTIAL FINANCIAL INC | 0.78% | 1,774,198 | +290% | 0.09% | $72,138,891 |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 0.72% | 1,626,317 | -28% | 0.01% | $66,126,050 |
| Russell Investments Group, Ltd. | 0.68% | 1,548,511 | -4.7% | 0.07% | $62,962,510 |
| ALLIANCEBERNSTEIN L.P. | 0.67% | 1,519,828 | +3.9% | 0.02% | $61,796,206 |
| JANUS HENDERSON GROUP PLC | 0.61% | 1,392,512 | +0.62% | 0.03% | $56,599,991 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 57,229,241 | $2,056,650,927 | -$151,441,965 | $36.05 | 202 |
| 2025 Q3 | 210,928,911 | $8,572,378,854 | -$491,934,006 | $40.66 | 470 |
| 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 |