CubeSmart Ownership | Who Owns CubeSmart?
CubeSmart Ownership Summary
CubeSmart is owned by 96.88% institutional investors, 1.04% insiders, and 2.09% retail investors. Vanguard group is the largest institutional shareholder, holding 13.93% of CUBE shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.79% of its assets in CubeSmart shares.
CUBE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CubeSmart | 96.88% | 1.04% | 2.09% |
| Sector | Real Estate Stocks | 55.70% | 8.24% | 36.06% |
| Industry | Industrial REIT Stocks | 66.45% | 7.54% | 26.01% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 31.51M | 13.93% | $1.35B |
| Blackrock funding, inc. /de | 29.38M | 12.99% | $1.26B |
| Blackrock | 27.13M | 12.02% | $1.23B |
| Fmr | 13.44M | 5.94% | $575.80M |
| State street | 11.47M | 5.07% | $491.62M |
| Norges bank | 9.52M | 4.21% | $408.06M |
| T. rowe price investment management | 6.73M | 2.97% | $288.26M |
| Price t rowe associates inc /md/ | 6.29M | 2.78% | $269.61M |
| Allspring global investments | 4.99M | 2.21% | $207.72M |
| Geode capital management | 4.57M | 2.02% | $195.82M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| B&i capital | 342.39K | 4.78% | $14.67M |
| Presima securities ulc | 444.39K | 4.69% | $19.04M |
| Cbre investment management listed real assets | 3.37M | 2.56% | $144.32M |
| Resolution capital | 3.01M | 2.32% | $128.90M |
| Heitman real estate securities | 665.47K | 1.84% | $28.52M |
| Decatur capital management | 79.00K | 1.54% | $3.39M |
| Systematic portfolios | 4.83K | 1.52% | $217.94K |
| Pensionfund dsm netherlands | 53.80K | 1.43% | $2.31M |
| Nicola wealth management | 289.00K | 1.17% | $12.38M |
| Duff & phelps investment management | 2.18M | 1.12% | $93.52M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 9.52M | 0.05% | 9.52M |
| Capital world investors | 2.94M | 0.02% | 1.91M |
| Alyeska investment group | 2.57M | 0.41% | 1.77M |
| T. rowe price investment management | 6.73M | 0.18% | 1.46M |
| Ubs group | 1.56M | 0.01% | 1.31M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Massachusetts financial services co /ma/ | - | - | -3.14M |
| Fmr | 13.44M | 0.03% | -3.05M |
| Deutsche bank ag\ | 2.74M | 0.05% | -2.62M |
| Resolution capital | 3.01M | 2.32% | -1.56M |
| Janus henderson group | 102.32K | 0.00% | -937.14K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 9.52M | 0.05% | 9.52M | $408.06M |
| Qube research | 498.92K | 0.03% | 498.92K | $21.38M |
| Raymond james financial | 496.56K | 0.01% | 496.56K | $21.28M |
| New age alpha advisors | 166.91K | 0.29% | 166.91K | $7.15M |
| Waterfront capital partners | 92.91K | 0.73% | 92.91K | $3.98M |
Sold Out
| Holder | Change |
|---|---|
| Mv capital management | -1.00 |
| Mendota financial group | -3.00 |
| Rothschild investment | -5.00 |
| Cornerstone planning group | -6.00 |
| Beacon capital management | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 448 | -0.44% | 219,108,249 | 4.65% | 96 | 1.13% | 229 | -3.38% | 153 | 3.38% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 8.64M | 3.79% | -68.94K |
| iShares Core S&P Mid-Cap ETF | 7.39M | 3.23% | 12.95K |
| Vanguard Total Stock Mkt Idx Inv | 7.12M | 3.13% | 15.43K |
| Vanguard US Total Market Shares ETF | 7.14M | 3.12% | 5.11K |
| Vanguard Small Cap Index | 5.77M | 2.53% | 4.70K |
| Fidelity US REIT Mother Fund | 4.25M | 1.86% | -383.40K |
| Allspring Special US Mid Cap Value Eq | 3.78M | 1.67% | - |
| Allspring Mid Value SMA | 3.78M | 1.67% | 3.78M |
| Allspring Special Mid Cap Value Inst | 3.78M | 1.66% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 3.44M | 1.51% | 14.50K |
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 |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 7 |
| 2024 Q2 | - | - |
CUBE Ownership FAQ
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