CubeSmart Ownership | Who Owns CubeSmart?
CubeSmart Ownership Summary
CubeSmart is owned by 92.23% institutional investors, 0.77% insiders, and 7.00% retail investors. Vanguard group is the largest institutional shareholder, holding 14.05% of CUBE shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.92% of its assets in CubeSmart shares.
CUBE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CubeSmart | 92.23% | 0.77% | 7.00% |
| Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
| Industry | Industrial REIT Stocks | 83.42% | 3.37% | 13.21% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 31.73M | 14.05% | $1.43B |
| Blackrock | 27.13M | 12.02% | $1.23B |
| Fmr | 17.95M | 7.95% | $810.96M |
| State street | 11.30M | 5.01% | $510.57M |
| Norges bank | 9.73M | 4.31% | $439.72M |
| Price t rowe associates inc /md/ | 5.99M | 2.65% | $270.35M |
| Deutsche bank ag\ | 5.43M | 2.41% | $245.44M |
| T. rowe price investment management | 5.36M | 2.37% | $242.18M |
| Jpmorgan chase | 4.81M | 2.13% | $217.28M |
| Resolution capital | 4.54M | 2.01% | $205.22M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Resolution capital | 4.54M | 3.86% | $205.22M |
| B&i capital | 189.49K | 2.74% | $8.56M |
| Syntax research | 70.05K | 2.50% | $3.16M |
| Cbre investment management listed real assets | 2.59M | 2.14% | $116.82M |
| Systematic portfolios | 4.83K | 1.52% | $217.94K |
| Nicola wealth management | 354.00K | 1.43% | $15.99M |
| Heitman real estate securities | 445.20K | 1.27% | $20.11M |
| Duff & phelps investment management | 2.16M | 1.24% | $97.48M |
| American assets capital advisers | 77.49K | 1.11% | $3.50M |
| Lasalle investment management securities | 510.01K | 0.99% | $23.04M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 9.73M | 0.07% | 9.73M |
| Resolution capital | 4.54M | 3.86% | 1.55M |
| Deutsche bank ag\ | 5.43M | 0.11% | 1.53M |
| Centersquare investment management | 1.15M | 0.56% | 1.15M |
| Blackrock | 27.13M | 0.03% | 1.11M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Massachusetts financial services co /ma/ | - | - | -3.14M |
| T. rowe price investment management | 5.36M | 0.15% | -1.12M |
| Ubs asset management americas | 393.18K | 0.01% | -801.73K |
| Capital research global investors | 2.21M | 0.02% | -742.00K |
| Truist financial | 2.61M | 0.18% | -505.78K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 9.73M | 0.07% | 9.73M | $439.72M |
| Heitman real estate securities | 445.20K | 1.27% | 445.20K | $20.11M |
| Corebridge financial | 284.55K | 0.07% | 284.55K | $12.85M |
| Wolverine asset management | 84.70K | 0.04% | 84.70K | $3.83M |
| Mesirow institutional investment management | 61.72K | 0.24% | 61.72K | $2.79M |
Sold Out
| Holder | Change |
|---|---|
| Beacon capital management | -6.00 |
| Gradient investments | -20.00 |
| Redwood wealth management group | -41.00 |
| Valley national advisers | -80.00 |
| Peak6 investments | -100.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 439 | 3.29% | 208,593,853 | -4.31% | 92 | 0.99% | 232 | 13.73% | 142 | -10.69% |
| Jun 30, 2024 | 418 | -3.46% | 217,852,513 | 5.13% | 96 | 1.15% | 201 | -6.51% | 159 | 16.91% |
| Mar 31, 2024 | 433 | -2.91% | 207,230,528 | -4.79% | 91 | 0.98% | 215 | -1.83% | 136 | -21.84% |
| Dec 31, 2023 | 446 | 6.19% | 217,665,979 | -1.49% | 96 | 1.01% | 219 | 10.61% | 174 | 10.83% |
| Sep 30, 2023 | 420 | 0.96% | 220,955,662 | -1.53% | 97 | 0.99% | 198 | 1.02% | 157 | 6.08% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 8.86M | 3.92% | -25.08K |
| iShares Core S&P Mid-Cap ETF | 7.23M | 3.20% | 14.16K |
| Vanguard Total Stock Mkt Idx Inv | 7.12M | 3.15% | -23.97K |
| Vanguard Small Cap Index | 5.65M | 2.50% | 11.05K |
| Fidelity US REIT Mother Fund | 4.63M | 2.06% | -105.00K |
| Allspring Special US Mid Cap Value Eq | 3.78M | 1.68% | 430.40K |
| Allspring Special Mid Cap Value Inst | 3.78M | 1.67% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 3.34M | 1.48% | -23.13K |
| Vanguard Small Cap Growth Index Inv | 3.10M | 1.37% | -13.72K |
| T. Rowe Price Real Assets Tr I-Z | 2.72M | 1.21% | 459.15K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 11, 2024 | Schulte Jennifer | Chief Human Resources Officer | Sell | $837.92K |
| Sep 13, 2024 | DeNarie Matthew D | Chief Accounting Officer | Sell | $46.56K |
| Aug 14, 2024 | MARTIN TIMOTHY M | CFO | Sell | $1.51M |
| Aug 13, 2024 | MARR CHRISTOPHER P | CEO | Sell | $1.84M |
| Aug 07, 2024 | MARR CHRISTOPHER P | CEO | Sell | $1.79M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 7 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 2 |
| 2023 Q4 | - | - |
CUBE Ownership FAQ
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