CubeSmart (CUBE) Ownership

48.91 ↑0.31 (0.64%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of CubeSmart (CUBE), owning a total of 31.7 million shares. Combined, the top 33 institutional holders of CUBE own 93.76% of the company with a total of 211.7 million shares.

In the latest ownership report on June 30th 2024, the top 33 institutional holders increased their combined ownership of CUBE by 5.5 million shares. 13 institutions bought 7,762,061 total additional shares and increased their ownership by an average of 13.07%. However 7 institutions sold 2,263,191 total shares and decreased their ownership by an average of 6.35%.

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 5,498,870 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	14.030%	-0.588%	31,729,841	-187,803	2024-06-30
BlackRock Inc	11.997%	4.267%	27,132,382	1,110,370	2024-06-30
FMR Inc	7.939%	4.563%	17,953,516	783,529	2024-06-30
State Street Corp	4.998%	-0.419%	11,303,208	-47,522	2024-06-30
NORGES BANK	4.305%	1.437%	9,734,859	137,914	2024-06-30
Morgan Stanley - Brokerage Accounts	2.694%	13.739%	6,092,670	735,956	2024-06-30
T. Rowe Price Associates, Inc.	2.647%	5.234%	5,985,213	297,677	2024-06-30
Deutsche Bank AG	2.403%	39.283%	5,433,742	1,532,504	2024-06-30
T. Rowe Price Investment Management,Inc.	2.371%	-17.292%	5,361,539	-1,120,960	2024-06-30
JPMorgan Chase & Co	2.127%	-5.546%	4,810,293	-282,457	2024-06-30
Resolution Capital Limited	2.009%	51.920%	4,543,222	1,552,683	2024-06-30
Geode Capital Management, LLC	2.009%	2.950%	4,542,670	130,153	2024-06-30
Allspring Global Investments Holdings, LLC	1.974%	15.974%	4,465,184	615,035	2024-06-30
Amvescap Plc.	1.703%	7.318%	3,850,796	262,590	2024-06-30
Dimensional Fund Advisors, Inc.	1.494%	5.284%	3,379,516	169,600	2024-06-30
Charles Schwab Investment Management Inc	1.281%	-0.112%	2,897,674	-3,255	2024-06-30
Barrow Hanley Mewhinney & Strauss LLC	1.206%	12.510%	2,728,220	303,347	2024-06-30
BB&T Corp.	1.154%	-16.237%	2,609,271	-505,783	2024-06-30
CBRE Investment Management Listed Real Assets LLC	1.144%	-4.272%	2,586,249	-115,411	2024-06-30
Northern Trust Corp	1.120%	5.440%	2,533,213	130,703	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	14.030%	-0.588%	31,729,841	-187,803	2024-06-30
BlackRock Inc	11.997%	4.267%	27,132,382	1,110,370	2024-06-30
FMR Inc	7.939%	4.563%	17,953,516	783,529	2024-06-30
State Street Corporation	5.040%	-9.058%	11,350,730	-1,130,505	2024-03-31
State Street Corp	4.998%	-0.419%	11,303,208	-47,522	2024-06-30
NORGES BANK	4.305%	1.437%	9,734,859	137,914	2024-06-30
Cohen & Steers Inc	3.501%	-3.819%	7,865,800	-312,303	2022-12-31
Morgan Stanley - Brokerage Accounts	2.694%	13.739%	6,092,670	735,956	2024-06-30
T. Rowe Price Associates, Inc.	2.647%	5.234%	5,985,213	297,677	2024-06-30
Deutsche Bank AG	2.403%	39.283%	5,433,742	1,532,504	2024-06-30
T. Rowe Price Investment Management,Inc.	2.371%	-17.292%	5,361,539	-1,120,960	2024-06-30
JPMorgan Chase & Co	2.127%	-5.546%	4,810,293	-282,457	2024-06-30
Resolution Capital Limited	2.009%	51.920%	4,543,222	1,552,683	2024-06-30
Geode Capital Management, LLC	2.009%	2.950%	4,542,670	130,153	2024-06-30
Allspring Global Investments Holdings, LLC	1.974%	15.974%	4,465,184	615,035	2024-06-30
Principal Financial Group Inc	1.955%	-49.774%	4,396,390	-4,356,796	2023-09-30
Amvescap Plc.	1.703%	7.318%	3,850,796	262,590	2024-06-30
Goldman Sachs Group Inc	1.519%	48.886%	3,416,568	1,121,817	2023-12-31
Dimensional Fund Advisors, Inc.	1.494%	5.284%	3,379,516	169,600	2024-06-30
AllianceBernstein L.P.	1.485%	-7.825%	3,338,440	-283,391	2023-09-30
Massachusetts Financial Services Company	1.394%	11.830%	3,138,169	331,973	2024-03-31
Capital Research Global Investors	1.311%	0.036%	2,952,126	1,071	2024-03-31
LaSalle Investment Management Securities LLC	1.311%	17.006%	2,945,312	428,083	2022-12-31
Charles Schwab Investment Management Inc	1.281%	-0.112%	2,897,674	-3,255	2024-06-30
PGGM Investments	1.275%	5.384%	2,864,394	146,340	2022-12-31
Barrow Hanley Mewhinney & Strauss LLC	1.206%	12.510%	2,728,220	303,347	2024-06-30
Duff & Phelps Inv Mgmt Co (IL)	1.180%	3.043%	2,653,219	78,345	2023-09-30
BB&T Corp.	1.154%	-16.237%	2,609,271	-505,783	2024-06-30
CBRE Investment Management Listed Real Assets LLC	1.144%	-4.272%	2,586,249	-115,411	2024-06-30
Diamond Hill Capital Management Inc	1.140%	-4.714%	2,566,872	-126,994	2024-03-31
Bank of New York Mellon Corp	1.128%	-1.583%	2,534,908	-40,776	2023-06-30
Northern Trust Corp	1.120%	5.440%	2,533,213	130,703	2024-06-30
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 8.9 million shares. Combined, the top 36 mutual fund holders of CUBE own 47.30% of the company with a total of 106.8 million shares.

In the latest ownership report on October 31st 2024, the top 36 fund holders increased their combined ownership of CUBE by 23 thousand shares. 1 funds bought 3,840 total additional shares and increased their ownership by an average of 0.05%. However 1 funds sold 26,920 total shares and decreased their ownership by an average of 1.75%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding CubeSmart decreased by a net total of -23,080 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.135%	0.054%	7,090,359	3,840	2024-10-31
Bridge Builder Large Cap Value	0.668%	-1.750%	1,511,004	-26,920	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.927%	-1.367%	8,882,028	-123,091	2024-09-30
Vanguard Total Stock Mkt Idx Inv	3.159%	0.072%	7,144,358	5,107	2024-09-30
iShares Core S&P Mid-Cap ETF	3.135%	0.054%	7,090,359	3,840	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.089%	1.887%	6,945,514	128,606	2023-03-31
Vanguard Small Cap Index	2.493%	-0.917%	5,637,254	-52,143	2024-09-30
Cohen & Steers Real Estate Securities A	2.445%	-0.871%	5,512,843	-48,410	2022-12-31
Fidelity US REIT Mother Fund	2.049%	-2.216%	4,632,900	-105,000	2024-03-15
Allspring Special Mid Cap Value Inst	1.672%	3.766%	3,780,100	137,200	2024-09-30
Allspring Special US Mid Cap Value Eq	1.672%	12.849%	3,780,100	430,400	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.487%	-2.256%	3,362,332	-77,609	2024-09-30
Allspring Mid Value SMA	1.487%	1,167,040.000%	3,349,700	3,349,413	2024-06-30
Vanguard Extended Market Index Investor	1.394%	0.406%	3,134,148	12,674	2023-08-31
Vanguard Small Cap Growth Index Inv	1.377%	-1.104%	3,112,910	-34,738	2024-09-30
T. Rowe Price Real Assets Tr I-Z	1.201%	20.335%	2,717,073	459,154	2024-09-30
Capital Group American Mutual Comp	0.964%	-0.058%	2,179,807	-1,271	2024-09-30
American Funds American Mutual A	0.964%	-0.058%	2,179,807	-1,271	2024-09-30
Fidelity Real Estate Investment Port	0.903%	14.213%	2,042,700	254,200	2024-09-30
AMOne Shinko US-REIT Open	0.882%	-3.756%	1,994,168	-77,817	2024-03-05
T. Rowe Price Real Assets	0.866%	4.848%	1,957,867	90,522	2024-09-30
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	0.795%	0.134%	1,797,344	2,413	2024-09-30
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
Principal Real Estate Securities R5	0.710%	-35.381%	1,596,999	-874,421	2023-08-31
T. Rowe Price Small-Cap Value	0.704%	-0.896%	1,591,171	-14,383	2024-09-30
Diamond Hill Small-Mid Cap Equity	0.683%	-0.671%	1,544,736	-10,429	2024-09-30
Fidelity® Value	0.685%	-3.056%	1,538,737	-48,500	2023-05-31
JPM US Small Cap Core-Composite	0.681%	16.349%	1,532,178	215,294	2023-09-30
JPMorgan Small Cap Equity A	0.681%	0.000%	1,532,178	0	2023-11-30
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
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc	0.670%	66.159%	1,514,196	602,901	2024-09-30
Bridge Builder Large Cap Value	0.668%	-1.750%	1,511,004	-26,920	2024-10-31
DFA Real Estate Securities I	0.654%	-6.096%	1,468,372	-95,329	2022-12-31
Vanguard Real Estate II Index	0.639%	-0.737%	1,439,319	-10,683	2024-08-31