CubeSmart (CUBE) Ownership

40.76 ↓0.62 (-1.50%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of CubeSmart (CUBE), owning a total of 31.6 million shares. Combined, the top 30 institutional holders of CUBE own 83.28% of the company with a total of 187.3 million shares.

In the latest ownership report on December 31st 2023, the top 30 institutional holders increased their combined ownership of CUBE by 4.2 million shares. 12 institutions bought 7,356,673 total additional shares and increased their ownership by an average of 18.18%. However 8 institutions sold 3,185,683 total shares and decreased their ownership by an average of 6.42%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of CubeSmart increased by a net total of 4,170,990 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	14.067%	-0.405%	31,643,151	-128,543	2023-12-31
BlackRock Inc	11.527%	0.984%	25,929,451	252,774	2023-12-31
FMR Inc	6.253%	-7.418%	14,065,239	-1,127,029	2023-12-31
State Street Corporation	5.548%	0.945%	12,481,235	116,792	2023-12-31
NORGES BANK	4.266%	31.490%	9,596,945	2,298,333	2023-12-31
T. Rowe Price Investment Management,Inc.	2.793%	4.395%	6,281,804	264,451	2023-12-31
JPMorgan Chase & Co	2.773%	-7.781%	6,238,347	-526,358	2023-12-31
Amvescap Plc.	2.251%	7.224%	5,063,225	341,117	2023-12-31
T. Rowe Price Associates, Inc.	1.993%	-3.829%	4,482,439	-178,481	2023-12-31
Geode Capital Management, LLC	1.885%	2.845%	4,239,963	117,270	2023-12-31
Resolution Capital Limited	1.763%	51.619%	3,964,768	1,349,816	2023-12-31
Allspring Global Investments Holdings, LLC	1.707%	-1.527%	3,838,916	-59,513	2023-12-31
BB&T Corp.	1.563%	14.498%	3,516,173	445,228	2023-12-31
Goldman Sachs Group Inc	1.519%	48.886%	3,416,568	1,121,817	2023-12-31
Dimensional Fund Advisors, Inc.	1.436%	0.689%	3,230,215	22,105	2023-12-31
CBRE Investment Management Listed Real Assets LLC	1.355%	-3.988%	3,047,674	-126,581	2023-12-31
Deutsche Bank AG	1.347%	-0.898%	3,030,731	-27,462	2023-12-31
Capital Research Global Investors	1.312%	-25.531%	2,951,055	-1,011,716	2023-12-31
Charles Schwab Investment Management Inc	1.264%	2.229%	2,842,440	61,964	2023-12-31
Massachusetts Financial Services Company	1.247%	52.412%	2,806,196	965,006	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	14.067%	-0.405%	31,643,151	-128,543	2023-12-31
BlackRock Inc	11.527%	0.984%	25,929,451	252,774	2023-12-31
FMR Inc	6.253%	-7.418%	14,065,239	-1,127,029	2023-12-31
State Street Corporation	5.548%	0.945%	12,481,235	116,792	2023-12-31
NORGES BANK	4.266%	31.490%	9,596,945	2,298,333	2023-12-31
Cohen & Steers Inc	3.501%	-3.819%	7,865,800	-312,303	2022-12-31
T. Rowe Price Investment Management,Inc.	2.793%	4.395%	6,281,804	264,451	2023-12-31
JPMorgan Chase & Co	2.773%	-7.781%	6,238,347	-526,358	2023-12-31
Amvescap Plc.	2.251%	7.224%	5,063,225	341,117	2023-12-31
T. Rowe Price Associates, Inc.	1.993%	-3.829%	4,482,439	-178,481	2023-12-31
Principal Financial Group Inc	1.955%	-49.774%	4,396,390	-4,356,796	2023-09-30
Geode Capital Management, LLC	1.885%	2.845%	4,239,963	117,270	2023-12-31
Resolution Capital Limited	1.763%	51.619%	3,964,768	1,349,816	2023-12-31
Allspring Global Investments Holdings, LLC	1.707%	-1.527%	3,838,916	-59,513	2023-12-31
BB&T Corp.	1.563%	14.498%	3,516,173	445,228	2023-12-31
Goldman Sachs Group Inc	1.519%	48.886%	3,416,568	1,121,817	2023-12-31
AllianceBernstein L.P.	1.485%	-7.825%	3,338,440	-283,391	2023-09-30
Morgan Stanley - Brokerage Accounts	1.451%	5.472%	3,262,631	169,258	2023-09-30
Dimensional Fund Advisors, Inc.	1.436%	0.689%	3,230,215	22,105	2023-12-31
CBRE Investment Management Listed Real Assets LLC	1.355%	-3.988%	3,047,674	-126,581	2023-12-31
Deutsche Bank AG	1.347%	-0.898%	3,030,731	-27,462	2023-12-31
Capital Research Global Investors	1.312%	-25.531%	2,951,055	-1,011,716	2023-12-31
LaSalle Investment Management Securities LLC	1.311%	17.006%	2,945,312	428,083	2022-12-31
PGGM Investments	1.275%	5.384%	2,864,394	146,340	2022-12-31
Charles Schwab Investment Management Inc	1.264%	2.229%	2,842,440	61,964	2023-12-31
Massachusetts Financial Services Company	1.247%	52.412%	2,806,196	965,006	2023-12-31
Diamond Hill Capital Management Inc	1.212%	5.508%	2,724,977	142,253	2023-09-30
Duff & Phelps Inv Mgmt Co (IL)	1.180%	3.043%	2,653,219	78,345	2023-09-30
Bank of New York Mellon Corp	1.128%	-1.583%	2,534,908	-40,776	2023-06-30
Prudential Financial Inc	0.914%	-17.454%	2,053,031	-434,095	2022-06-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of CubeSmart (CUBE), owning a total of 9.2 million shares. Combined, the top 34 mutual fund holders of CUBE own 44.52% of the company with a total of 100.5 million shares.

In the latest ownership report on March 31st 2024, the top 34 fund holders increased their combined ownership of CUBE by 408 thousand shares. 7 funds bought 525,693 total additional shares and increased their ownership by an average of 3.66%. However 5 funds sold 117,318 total shares and decreased their ownership by an average of 0.83%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding CubeSmart increased by a net total of 408,375 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	4.085%	0.614%	9,232,224	56,324	2024-03-31
Vanguard Small Cap Index	2.538%	-1.054%	5,734,928	-61,084	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.489%	1.108%	3,366,042	36,881	2024-03-31
Vanguard Small Cap Growth Index Inv	1.437%	-0.194%	3,247,042	-6,304	2024-03-31
Allspring Special Mid Cap Value Inst	1.435%	0.000%	3,241,900	0	2024-03-31
Allspring Special US Mid Cap Value Eq	1.435%	1.598%	3,241,900	51,000	2024-03-31
American Funds American Mutual A	0.966%	-0.146%	2,182,622	-3,187	2024-03-31
T. Rowe Price Real Assets Tr I-Z	0.900%	13.602%	2,034,053	243,540	2024-03-31
SPDR® S&P MIDCAP 400 ETF Trust	0.814%	2.366%	1,838,456	42,486	2024-03-31
Diamond Hill Small-Mid Cap Equity	0.732%	-2.651%	1,654,083	-45,043	2024-03-31
T. Rowe Price Small-Cap Value	0.714%	-0.105%	1,613,000	-1,700	2024-03-31
T. Rowe Price Real Assets	0.706%	5.620%	1,595,754	84,912	2024-03-31
Bridge Builder Large Cap Value	0.681%	0.000%	1,538,634	0	2024-03-31
Vanguard Real Estate II Index	0.635%	0.741%	1,434,705	10,550	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	4.085%	0.614%	9,232,224	56,324	2024-03-31
Vanguard Total Stock Mkt Idx Inv	3.115%	-0.201%	7,040,317	-14,185	2024-02-29
iShares Core S&P Mid-Cap ETF	3.096%	-0.066%	6,995,954	-4,617	2024-03-28
Vanguard Instl Ttl Stck Mkt Idx Tr	3.089%	1.887%	6,945,514	128,606	2023-03-31
Vanguard Small Cap Index	2.538%	-1.054%	5,734,928	-61,084	2024-03-31
Cohen & Steers Real Estate Securities A	2.445%	-0.871%	5,512,843	-48,410	2022-12-31
Fidelity US REIT Mother Fund	2.096%	-9.549%	4,737,900	-500,200	2023-09-15
Vanguard Institutional Extnd Mkt Idx Tr	1.489%	1.108%	3,366,042	36,881	2024-03-31
Vanguard Small Cap Growth Index Inv	1.437%	-0.194%	3,247,042	-6,304	2024-03-31
Allspring Special Mid Cap Value Inst	1.435%	0.000%	3,241,900	0	2024-03-31
Allspring Special US Mid Cap Value Eq	1.435%	1.598%	3,241,900	51,000	2024-03-31
Vanguard Extended Market Index Investor	1.394%	0.406%	3,134,148	12,674	2023-08-31
Capital Group American Mutual Comp	0.967%	19.634%	2,185,809	358,730	2023-12-31
American Funds American Mutual A	0.966%	-0.146%	2,182,622	-3,187	2024-03-31
AMOne Shinko US-REIT Open	0.917%	24.527%	2,071,985	408,099	2023-09-05
T. Rowe Price Real Assets Tr I-Z	0.900%	13.602%	2,034,053	243,540	2024-03-31
Fidelity Real Estate Investment Port	0.863%	0.309%	1,949,200	6,000	2024-02-29
Fidelity® Real Estate Investment Port	0.844%	-2.598%	1,897,200	-50,600	2023-11-30
Nikko World REIT Mother	0.826%	23.452%	1,856,219	352,621	2023-01-05
SPDR® S&P MIDCAP 400 ETF Trust	0.814%	2.366%	1,838,456	42,486	2024-03-31
Fidelity Advisor® Strategic Div & Inc® I	0.791%	8.515%	1,784,119	140,000	2022-11-30
Fidelity Advisor® Strategic Real Ret I	0.755%	0.379%	1,696,719	6,400	2022-12-31
Diamond Hill Small-Mid Cap Equity	0.732%	-2.651%	1,654,083	-45,043	2024-03-31
T. Rowe Price Small-Cap Value	0.714%	-0.105%	1,613,000	-1,700	2024-03-31
Principal Real Estate Securities R5	0.710%	-35.381%	1,596,999	-874,421	2023-08-31
T. Rowe Price Real Assets	0.706%	5.620%	1,595,754	84,912	2024-03-31
Fidelity® Value	0.685%	-3.056%	1,538,737	-48,500	2023-05-31
Bridge Builder Large Cap Value	0.681%	0.000%	1,538,634	0	2024-03-31
JPMorgan Small Cap Equity A	0.681%	0.000%	1,532,178	0	2023-11-30
JPM US Small Cap Core-Composite	0.681%	16.349%	1,532,178	215,294	2023-09-30
Sterling Capital Equity Income Instl	0.675%	-0.743%	1,525,602	-11,417	2024-02-29
American Funds Income Fund of Amer A	0.675%	-48.139%	1,518,100	-1,409,154	2023-06-30
DFA Real Estate Securities I	0.654%	-6.096%	1,468,372	-95,329	2022-12-31
Vanguard Real Estate II Index	0.635%	0.741%	1,434,705	10,550	2024-03-31