| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| STATE STREET CORP | 5.1% | $432,537,416 | 11,473,141 | STATE STREET CORPORATION | 31 Dec 2024 | |||
| FMR LLC | 4.6% | -22% | $399,403,217 | -$104,541,497 | 10,594,250 | -21% | FMR LLC | 31 Mar 2025 |
As of 30 Sep 2025, 468 institutional investors reported holding 210,923,283 shares of CubeSmart - COMMON STOCK (CUBE). This represents 93% of the company’s total 226,563,289 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 | 1.4% | 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 | 2,587,144 | $93,499,185 | -$159,455,697 | $36.05 | 48 |
| 2025 Q3 | 210,923,283 | $8,572,150,019 | -$492,100,454 | $40.66 | 468 |
| 2025 Q2 | 222,512,118 | $9,454,215,582 | +$570,512,202 | $42.50 | 458 |
| 2025 Q1 | 208,997,724 | $8,921,537,891 | -$470,261,367 | $42.71 | 440 |
| 2024 Q4 | 219,826,796 | $9,412,305,657 | +$435,225,710 | $42.85 | 457 |
| 2024 Q3 | 209,336,545 | $11,264,447,431 | -$570,113,896 | $53.83 | 446 |
| 2024 Q2 | 217,972,491 | $9,844,897,250 | +$506,167,598 | $45.17 | 421 |
| 2024 Q1 | 206,646,976 | $9,350,165,316 | -$493,562,352 | $45.22 | 422 |
| 2023 Q4 | 127,306 | $5,920,282 | -$5,369,230 | $46.35 | 6 |
| 2023 Q3 | 214,369,877 | $8,179,891,695 | -$116,661,153 | $38.13 | 406 |
| 2023 Q2 | 212,822,126 | $9,513,518,755 | -$629,102,911 | $44.66 | 400 |
| 2023 Q1 | 230,993,742 | $10,681,798,524 | -$92,715,795 | $46.22 | 389 |
| 2022 Q4 | 233,642,197 | $9,409,252,550 | +$749,424,888 | $40.25 | 351 |
| 2022 Q3 | 216,690,037 | $8,684,661,092 | -$297,647,444 | $40.06 | 322 |
| 2022 Q2 | 213,130,777 | $9,077,311,848 | +$226,276,925 | $42.72 | 315 |
| 2022 Q1 | 208,271,990 | $10,870,658,344 | -$50,687,284 | $52.03 | 350 |
| 2021 Q4 | 214,595,363 | $12,211,660,093 | +$1,419,017,963 | $56.91 | 378 |
| 2021 Q3 | 189,500,401 | $9,189,143,379 | -$268,972,364 | $48.45 | 321 |
| 2021 Q2 | 195,122,381 | $9,040,903,036 | -$33,257,835 | $46.32 | 290 |
| 2021 Q1 | 195,546,109 | $7,400,332,170 | -$810,210 | $37.83 | 291 |
| 2020 Q4 | 195,074,623 | $6,559,139,134 | +$68,161,288 | $33.61 | 287 |
| 2020 Q3 | 194,321,621 | $6,282,678,396 | +$93,424,753 | $32.31 | 259 |
| 2020 Q2 | 192,878,323 | $5,206,949,514 | +$104,501,072 | $26.99 | 268 |
| 2020 Q1 | 188,481,867 | $5,051,271,797 | -$56,748,712 | $26.79 | 263 |
| 2019 Q4 | 191,193,279 | $6,020,447,858 | -$100,751,642 | $31.48 | 287 |
| 2019 Q3 | 189,952,404 | $6,632,201,883 | -$15,890,570 | $34.90 | 286 |
| 2019 Q2 | 192,275,355 | $6,432,820,236 | +$255,386,345 | $33.44 | 256 |
| 2019 Q1 | 188,342,516 | $6,037,432,594 | +$17,617,383 | $32.04 | 266 |
| 2018 Q4 | 188,036,848 | $5,397,116,873 | -$96,665,867 | $28.69 | 279 |
| 2018 Q3 | 189,089,993 | $5,396,372,894 | +$17,911,826 | $28.53 | 271 |
| 2018 Q2 | 190,778,584 | $6,149,363,397 | +$55,486,165 | $32.22 | 275 |
| 2018 Q1 | 190,836,085 | $5,383,885,439 | -$294,162,424 | $28.20 | 260 |
| 2017 Q4 | 192,399,815 | $5,564,153,887 | -$121,062,329 | $28.92 | 252 |
| 2017 Q3 | 184,451,843 | $4,787,736,048 | +$338,751,076 | $25.96 | 234 |
| 2017 Q2 | 182,572,144 | $4,388,730,693 | +$15,271,172 | $24.04 | 239 |
| 2017 Q1 | 171,686,642 | $4,456,353,810 | +$267,964,404 | $25.96 | 232 |
| 2016 Q4 | 180,186,567 | $4,822,623,021 | +$102,598,075 | $26.77 | 245 |
| 2016 Q3 | 180,323,177 | $4,914,544,363 | -$64,750,854 | $27.26 | 245 |
| 2016 Q2 | 182,862,666 | $5,646,999,595 | -$29,104,761 | $30.88 | 253 |
| 2016 Q1 | 183,638,119 | $6,104,938,990 | +$75,163,061 | $33.30 | 235 |
| 2015 Q4 | 181,711,062 | $5,564,293,778 | +$63,695,378 | $30.62 | 220 |
| 2015 Q3 | 180,571,938 | $4,913,171,392 | +$215,433,619 | $27.21 | 211 |
| 2015 Q2 | 170,504,123 | $3,948,394,474 | +$54,603,849 | $23.16 | 188 |
| 2015 Q1 | 194,877,919 | $4,706,131,956 | +$59,757,174 | $24.15 | 192 |
| 2014 Q4 | 164,835,799 | $3,639,596,399 | +$243,084,759 | $22.07 | 177 |
| 2014 Q3 | 161,527,830 | $2,903,969,377 | +$185,730,749 | $17.98 | 178 |
| 2014 Q2 | 153,117,333 | $2,805,941,755 | -$14,403,359 | $18.32 | 180 |
| 2014 Q1 | 150,251,055 | $2,578,932,248 | +$119,946,093 | $17.16 | 183 |