CUBESMART CUBE
COM · REIT · CUSIP 229663109 · ISIN US2296631094
American storage rental company
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersMalvern, PA
- Founded2004
- Websitecubesmart.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($35.8m this quarter). Holder counts are more reliable. Shares outstanding: 226.4m as of 2026-04-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $39.72. Options: 7 managers hold calls ($7.6m notional), 7 hold puts ($3.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 334 |
| Q4 2022 | 358 |
| Q1 2023 | 399 |
| Q2 2023 | 412 |
| Q3 2023 | 414 |
| Q4 2023 | 438 |
| Q1 2024 | 426 |
| Q2 2024 | 422 |
| Q3 2024 | 449 |
| Q4 2024 | 459 |
| Q1 2025 | 444 |
| Q2 2025 | 460 |
| Q3 2025 | 477 |
| Q4 2025 | 464 |
| Q1 2026 | 488 |
| Q2 2026 | 517 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 226 | 186 |
| Q4 2024 | 215 | 202 |
| Q1 2025 | 227 | 216 |
| Q2 2025 | 250 | 203 |
| Q3 2025 | 243 | 219 |
| Q4 2025 | 212 | 252 |
| Q1 2026 | 268 | 191 |
| Q2 2026 | 284 | 214 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $10.3m | $1.3m | 0.13 |
| Q4 2025 | $13.1m | $2.0m | 0.15 |
| Q1 2026 | $9.4m | $2.8m | 0.30 |
| Q2 2026 | $7.6m | $3.1m | 0.40 |
Biggest buyers
| COHEN & STEERS, INC. | New | +7.2m |
| AQR CAPITAL MANAGEMENT LLC | Added | +5.1m |
| Daiwa Securities Group Inc. | Added | +2.4m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +1.6m |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | Added | +1.1m |
| BlackRock, Inc. | Added | +707.4k |
| Epoch Investment Partners, Inc. | New | +506.3k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | Added | +501.8k |
| Caisse de depot et placement du Quebec | New | +416.9k |
| Quantinno Capital Management LP | Added | +390.1k |
Biggest sellers
| Invesco Ltd. | Reduced | -2.3m |
| T. Rowe Price Investment Management, Inc. | Reduced | -1.7m |
| CITADEL ADVISORS LLC | Reduced | -1.6m |
| JPMORGAN CHASE & CO | Reduced | -1.1m |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | Reduced | -937.4k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -889.0k |
| Point72 Asset Management, L.P. | Sold out | -874.7k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | Reduced | -569.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -561.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -551.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.4m86.2k shares |
| Walleye Trading LLC | New | $1.9m47.5k shares |
| CITADEL ADVISORS LLC | Reduced | $902.8k22.7k shares |
| IMC-Chicago, LLC | Reduced | $612.5k15.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $413.6k10.4k shares |
| JANE STREET GROUP, LLC | Reduced | $294.3k7.4k shares |
| GROUP ONE TRADING LLC | Reduced | $99.4k2.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.8m44.7k shares |
| SIMPLEX TRADING, LLC | Added | $318.2k8.0k shares |
| IMC-Chicago, LLC | Added | $306.2k7.7k shares |
| CITADEL ADVISORS LLC | Reduced | $270.4k6.8k shares |
| JANE STREET GROUP, LLC | New | $258.5k6.5k shares |
| GROUP ONE TRADING LLC | Added | $115.3k2.9k shares |
| Walleye Trading LLC | New | $4.0k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 8.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
| NORGES BANK 13G · institution new · filed 2026-05-11 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), STATE STREET CORP (5.0%, 2026-02-09)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $785.0k | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $1.7m | — |
| Q1 2026 | 0 | — | 1 | $949.5k | — |
| Q2 2026 | 0 | — | 1 | $4.6m | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-10 | MARR CHRISTOPHER P CEO, director | Sold | $4.6m108.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 33.9m $1.3bn | Added +707.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 19.5m $775.3m | Added +62.0k |
| NORGES BANK 0.05% of their portfolio | 12.2m $486.6m | Not comparable |
| STATE STREET CORP 0.01% of their portfolio | 11.0m $439.0m | Reduced -157.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 10.2m $407.3m | Reduced -3.8k |
| FMR LLC 0.01% of their portfolio | 7.5m $298.9m | Added +112.1k |
| AQR CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 7.3m $289.5m | Added +5.1m |
| CANADA PENSION PLAN INVESTMENT BOARD 0.16% of their portfolio | 7.3m $288.5m | Reduced -11.2k |
| COHEN & STEERS, INC. 0.45% of their portfolio | 7.2m $287.4m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 7.0m $279.6m | Reduced -561.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.8m $189.6m | Added +13.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 3.8m $149.6m | Added +174.0k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1.86% of their portfolio | 3.4m $133.6m | Added +265.0k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 3.4m $133.3m | Reduced -2.5k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 3.3m $133.2m | Added +16.0k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.22% of their portfolio | 3.2m $128.8m | Added +501.8k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.7m $112.2m | Reduced -1.1m |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 2.7m $107.1m | Reduced -499.8k |
| Daiwa Securities Group Inc. 0.22% of their portfolio | 2.4m $97.4m | Added +2.4m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 2.4m $96.3m | Added +1.6m |
| T. Rowe Price Investment Management, Inc. 0.06% of their portfolio | 2.4m $94.6m | Reduced -1.7m |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3.32% of their portfolio | 2.3m $93.2m | Added +1.1m |
| AEW CAPITAL MANAGEMENT L P 5.45% of their portfolio | 2.3m $91.2m | Added +171.0k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 2.3m $83.5m | Reduced -181.5k |
| Alyeska Investment Group, L.P. 0.21% of their portfolio | 2.1m $82.0m | Reduced -384.7k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.9m $74.2m | Reduced -50.8k |
| Nuveen, LLC 0.02% of their portfolio | 1.9m $73.8m | Added +2.8k |
| UBS Group AG 0.01% of their portfolio | 1.7m $69.0m | Added +328.0k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.55% of their portfolio | 1.7m $68.6m | Reduced -167.2k |
| MORGAN STANLEY 0.00% of their portfolio | 1.6m $65.3m | Reduced -47.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.5m $61.0m | Reduced -1.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 1.5m $58.4m | Added +164.1k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.4m $56.9m | Added +12.1k |
| Legal & General Group Plc 0.01% of their portfolio | 1.2m $47.9m | Reduced -81.9k |
| Quantinno Capital Management LP 0.06% of their portfolio | 1.2m $47.7m | Added +390.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.2m $46.1m | Reduced -163.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.2m $45.8m | Added +140.2k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 1.0m $40.3m | Reduced -889.0k |
| Boston Trust Walden Corp 0.30% of their portfolio | 984.2k $39.1m | Added +3.2k |
| HRT FINANCIAL LP 0.09% of their portfolio | 971.9k $38.7m | Added +300.3k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 882.8k $35.1m | Reduced -42.5k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 855.2k $34.1m | Reduced -391.7k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 821.3k $32.7m | Added +29.9k |
| Invesco Ltd. 0.00% of their portfolio | 820.1k $32.6m | Reduced -2.3m |
| CITIGROUP INC 0.01% of their portfolio | 787.3k $31.3m | Added +88.3k |
| SG Americas Securities, LLC 0.02% of their portfolio | 741.5k $29.5m | Added +147.2k |
| Hudson Bay Capital Management LP 0.14% of their portfolio | 734.8k $29.2m | Reduced -39.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.12% of their portfolio | 717.1k $28.5m | Added +2.4k |
| Vision Capital Corp 12.78% of their portfolio | 696.8k $27.7m | Added +180.5k |
| ProShare Advisors LLC 0.04% of their portfolio | 672.0k $26.7m | Added +8.6k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 671.4k $26.7m | Reduced -8.3k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.22% of their portfolio | 647.7k $25.8m | Reduced -937.4k |
| Hazelview Securities Inc. 3.51% of their portfolio | 618.4k $25.3m | Added +124.1k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 616.1k $24.5m | Reduced -14.8k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 602.1k $23.9m | Added +10.9k |
| CRAWFORD INVESTMENT COUNSEL INC 0.40% of their portfolio | 596.2k $23.7m | Added +3.1k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 577.5k $23.0m | Added +40.4k |
| APG Asset Management US Inc. 0.16% of their portfolio | 561.1k $22.5m | Added +17.6k |
| Heitman Real Estate Securities LLC 1.43% of their portfolio | 558.6k $22.2m | Added +12.3k |
| Retirement Systems of Alabama 0.07% of their portfolio | 557.2k $22.2m | Reduced -85.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 514.1k $20.4m | Added +5.1k |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 510.5k $20.3m | Added +7.0k |
| Lightrock Netherlands B.V. 3.14% of their portfolio | 510.1k $15.9m | Reduced -23.9k |
| Epoch Investment Partners, Inc. 0.11% of their portfolio | 506.3k $20.1m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 501.9k $16.4m | Added +171.8k |
| Pacific Heights Asset Management LLC 0.63% of their portfolio | 500.0k $19.9m | Added +50.0k |
| 1832 Asset Management L.P. 0.02% of their portfolio | 493.5k $19.6m | Added +23.8k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 474.5k $18.9m | Added +214.9k |
| ALGERT GLOBAL LLC 0.22% of their portfolio | 461.2k $18.3m | Reduced -51.1k |
| Swiss National Bank 0.01% of their portfolio | 455.7k $18.1m | Added +4.5k |
| BARCLAYS PLC 0.01% of their portfolio | 445.9k $17.7m | Reduced -45.0k |
| Caisse de depot et placement du Quebec 0.02% of their portfolio | 416.9k $16.6m | New |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC 0.07% of their portfolio | 405.4k $16.1m | Unchanged |
| California Public Employees Retirement System 0.01% of their portfolio | 403.8k $16.1m | Added +11.0k |
| NOMURA ASSET MANAGEMENT CO LTD 0.03% of their portfolio | 371.0k $14.8m | Added +13.2k |
| Mariner, LLC 0.02% of their portfolio | 367.9k $14.6m | Added +321.4k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 351.3k $14.0m | Reduced -20.9k |
| Asset Management One Co., Ltd. 0.03% of their portfolio | 340.1k $13.5m | Reduced -1.7k |
| Creative Planning 0.01% of their portfolio | 335.5k $13.3m | Added +147.1k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.04% of their portfolio | 331.3k $13.2m | Reduced -3.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 330.7k $13.2m | Added +224.9k |
| Gotham Asset Management, LLC 0.03% of their portfolio | 327.1k $13.0m | Added +125.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 324.5k $12.9m | Added +194.8k |
| STRS OHIO 0.05% of their portfolio | 315.7k $12.6m | Reduced -113.9k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.04% of their portfolio | 311.2k $12.4m | Reduced -1.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 296.1k $11.8m | Added +172.8k |
| PGGM Investments 0.28% of their portfolio | 290.6k $11.6m | Reduced -500.8k |
| Ceredex Value Advisors LLC 0.32% of their portfolio | 286.2k $11.4m | New |
| TD Asset Management Inc 0.01% of their portfolio | 280.5k $11.2m | Added +227.1k |
| Lighthouse Investment Partners, LLC 0.34% of their portfolio | 277.6k $11.0m | Added +11.3k |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 270.5k $10.8m | Added +38.0k |
| GLENMEDE TRUST CO NA 0.05% of their portfolio | 268.5k $10.7m | Added +150 |
| Cerity Partners LLC 0.01% of their portfolio | 266.9k $10.6m | Added +211.5k |
| GATEWAY INVESTMENT ADVISERS LLC 0.10% of their portfolio | 262.9k $10.5m | Added +107.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 262.6k $10.4m | Reduced -2.2k |
| IEQ CAPITAL, LLC 0.05% of their portfolio | 250.6k $10.0m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 247.9k $9.9m | Added +20.6k |
| Jupiter Topco LLC 0.00% of their portfolio | 245.7k $9.8m | First filing |
| Allianz Asset Management GmbH 0.01% of their portfolio | 245.5k $9.8m | Added +24.7k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio | 244.3k $9.1m | Added +119.9k |