CubeSmart (CUBE) shareholders
CUBENYSEReal Estate Investment TrustsFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 30, 2026Score 9/3026% above fair value
$45.14+0.12 (+0.27%)
Close on Nov 11, 2026Market cap $10.08BP/E 29.9Yield 4.63%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
231M of 223M shares
Institutional holders
517
93 new, 57 sold out
Net institutional buying
21M
In Q2 2026
Insider trades, 12 months
0 buys · 6 sales
Net sold $9.89M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 28,460,649 | – | 13G (passive) amendment | Sep 30, 2024 |
| Vanguard Portfolio Management | 19,460,610 | 8.56% | 13G (passive) | Mar 31, 2026 |
| FMR LLC Joint filing with Abigail P. Johnson (5.90%) | 13,367,234 | 5.90% | 13G (passive) amendment | Dec 31, 2024 |
| Vanguard Capital Management | 12,141,973 | 5.34% | 13G (passive) | Mar 31, 2026 |
| Norges Bank | 11,823,466 | 5.21% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 11,322,951 | 5.00% | 13G (passive) | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CUBE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 33,924,159 | 15.19% | $1.35B | +707,395 | 0.02% |
| Vanguard Portfolio Management LLC | 19,495,185 | 8.73% | $775.32M | +61,972 | 0.03% |
| Norges Bank | 12,236,433 | 5.48% | $486.64M | New | 0.05% |
| State Street Corp | 11,037,783 | 4.94% | $438.97M | −157,097 | 0.01% |
| Vanguard Capital Management LLC | 10,240,990 | 4.58% | $407.28M | −3,848 | 0.01% |
| FMR LLC | 7,515,446 | 3.36% | $298.89M | +112,088 | 0.01% |
| Aqr Capital Management LLC | 7,279,554 | 3.26% | $289.51M | +5,135,312 | 0.10% |
| Canada Pension Plan Investment Board | 7,254,520 | 3.25% | $288.51M | −11,200 | 0.16% |
| Cohen & Steers, Inc. | 7,226,516 | 3.23% | $287.40M | New | 0.45% |
| Price T Rowe Associates Inc /Md/ | 7,030,267 | 3.15% | $279.60M | −561,367 | 0.03% |
| Geode Capital Management, LLC | 4,767,570 | 2.13% | $189.65M | +13,215 | 0.01% |
| Charles Schwab Investment Management Inc | 3,762,337 | 1.68% | $149.63M | +173,979 | 0.02% |
| Cbre Investment Management Listed Real Assets LLC | 3,359,278 | 1.50% | $133.60M | +264,987 | 1.86% |
| Dimensional Fund Advisors LP | 3,352,420 | 1.50% | $133.33M | −2,501 | 0.02% |
| Northern Trust Corp | 3,348,078 | 1.50% | $133.15M | +15,967 | 0.02% |
| Duff & Phelps Investment Management Co | 3,239,472 | 1.45% | $128.83M | +501,816 | 1.22% |
| JPMorgan Chase & Co | 2,745,082 | 1.23% | $112.15M | −1,055,237 | 0.01% |
| Millennium Management LLC | 2,693,221 | 1.21% | $107.11M | −499,840 | 0.04% |
| Daiwa Securities Group Inc. | 2,449,870 | 1.10% | $97.43M | +2,359,608 | 0.19% |
| Arrowstreet Capital, Limited Partnership | 2,421,670 | 1.08% | $96.31M | +1,590,580 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 517 | 231M | 100.0% | 93 / 197 | 157 / 57 | 41M | 20M |
| Q1 2026 | 487 | 211M | 94.5% | 80 / 199 | 142 / 50 | 57M | 36M |
| Q4 2025 | 464 | 221M | 99.1% | 69 / 158 | 181 / 72 | 37M | 31M |
| Q3 2025 | 477 | 216M | 96.8% | 70 / 177 | 172 / 48 | 20M | 26M |
| Q2 2025 | 459 | 223M | 99.6% | 68 / 184 | 156 / 46 | 20M | 16M |
| Q1 2025 | 442 | 219M | 98.0% | 53 / 180 | 153 / 65 | 22M | 22M |
| Q4 2024 | 459 | 220M | 98.4% | 66 / 169 | 159 / 44 | 19M | 21M |
| Q3 2024 | 449 | 223M | 99.7% | 65 / 171 | 152 / 34 | 40M | 13M |
| Q2 2024 | 422 | 223M | 99.8% | 45 / 163 | 158 / 46 | 14M | 18M |
| Q1 2024 | 426 | 228M | 100.0% | 50 / 163 | 140 / 59 | 20M | 19M |
| Q4 2023 | 437 | 227M | 100.0% | 65 / 154 | 172 / 39 | 24M | 19M |
| Q3 2023 | 414 | 222M | 99.3% | 43 / 155 | 161 / 37 | 17M | 20M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
426 funds held CUBE in Q2 2026, 63% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of CUBE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 8,498,854 | 3.80% | $352.36M | 0.48% | Jul 31, 2026 |
| iShares Core S&P Mid-Cap ETF | 7,748,367 | 3.47% | $308.15M | 0.25% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 7,187,230 | 3.22% | $285.84M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 5,194,191 | 2.33% | $206.57M | 0.11% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 3,289,281 | 1.47% | $130.81M | 0.19% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,596,729 | 1.16% | $103.27M | 0.11% | Jun 30, 2026 |
| Cohen & Steers Real Estate Securities Fund | 2,388,848 | 1.07% | $95.00M | 0.99% | Jun 30, 2026 |
| T. Rowe Price Real Assets Fund, Inc. | 1,770,084 | 0.79% | $70.40M | 0.69% | Jun 30, 2026 |
| Schwab U.S. REIT ETF | 1,613,194 | 0.72% | $64.53M | 0.65% | May 31, 2026 |
| Vanguard Real Estate Ii Index Fund | 1,516,126 | 0.68% | $62.86M | 0.57% | Jul 31, 2026 |
| Fidelity Mid-Cap Stock Fund | 1,300,127 | 0.58% | $53.90M | 0.60% | Jul 31, 2026 |
| Dfa Real Estate Securities Portfolio | 1,209,949 | 0.54% | $50.16M | 0.71% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 1,178,170 | 0.53% | $47.13M | 0.11% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 1,146,072 | 0.51% | $45.58M | 0.25% | Jun 30, 2026 |
| iShares Russell Mid-Cap ETF | 928,883 | 0.42% | $36.94M | 0.06% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Christopher P. Marr | CEO, Director | 896,406 | 0.40% | Oct 16, 2026 |
| Timothy M. Martin | CFO | 390,444 | 0.17% | Nov 3, 2026 |
| Jeffrey P. Foster | CLO & Secretary | 205,057 | 0.09% | Nov 3, 2026 |
| Jennifer Schulte | Chief Human Resources Officer | 18,745 | 0.01% | Oct 16, 2026 |
| Matthew D. DeNarie | Chief Accounting Officer | 24,344 | 0.01% | Jan 5, 2026 |
| Joel D. Keaton | COO | 80,836 | 0.04% | Feb 4, 2025 |
| Dororthy Dowling | Director | 34,598 | 0.02% | May 20, 2026 |
| Jair K. Lynch | Director | 14,465 | 0.01% | May 20, 2026 |
| Jennie Weber | Director | 4,044 | 0.00% | May 20, 2026 |
| Jit Kee Chin | Director | 13,682 | 0.01% | May 20, 2026 |
| Martin P. Connor | Director | 4,044 | 0.00% | May 20, 2026 |
| John F. Remondi | Director | 77,969 | 0.03% | May 20, 2026 |
| Piero Bussani | Director | 68,966 | 0.03% | May 20, 2026 |
| Jeffrey F. Rogatz | Director | 58,114 | 0.03% | May 20, 2026 |
| John W. Fain | Director | 44,834 | 0.02% | May 22, 2025 |
| Deborah Ratnersalzberg | Director | 37,203 | 0.02% | May 22, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Timothy M. Martin CFO | Nov 2, 2026 | Sale | −36,765 | $43.51 | $1.60M | 384,975 |
| Timothy M. Martin CFO | Nov 2, 2026 | Option exercise | +36,765 | $26.30 | $966.92K | 421,740 |
| Jeffrey P. Foster CLO & Secretary | Nov 2, 2026 | Sale | −22,776 | $43.72 | $995.72K | 205,057 |
| Jeffrey P. Foster CLO & Secretary | Nov 2, 2026 | Option exercise | +22,776 | $27.78 | $632.72K | 227,833 |
| Christopher P. Marr CEO, Director | Jun 10, 2026 | Sale | −108,932 | $42.24 | $4.60M | 609,605 |
| Christopher P. Marr CEO, Director | Jun 10, 2026 | Option exercise | +108,932 | $26.30 | $2.86M | 718,537 |
| Dororthy Dowling Director | May 19, 2026 | Award | +4,044 | – | – | 34,598 |
| Jair K. Lynch Director | May 19, 2026 | Award | +4,044 | – | – | 14,465 |
| Piero Bussani Director | May 19, 2026 | Award | +4,044 | – | – | 68,966 |
| Jeffrey F. Rogatz Director | May 19, 2026 | Award | +4,044 | – | – | 58,114 |
| John F. Remondi Director | May 19, 2026 | Award | +4,044 | – | – | 77,969 |
| Jit Kee Chin Director | May 19, 2026 | Award | +4,044 | – | – | 13,682 |
| Martin P. Connor Director | May 19, 2026 | Award | +4,044 | – | – | 4,044 |
| Jennie Weber Director | May 19, 2026 | Award | +4,044 | – | – | 4,044 |
| Jeffrey P. Foster CLO & Secretary | Mar 3, 2026 | Option exercise | +23,148 | $26.30 | $608.79K | 228,205 |
| Jeffrey P. Foster CLO & Secretary | Mar 3, 2026 | Sale | −23,148 | $41.02 | $949.53K | 205,057 |
| Christopher P. Marr CEO, Director | Jan 31, 2026 | Tax withholding | −39,369 | $37.53 | $1.48M | 609,605 |
| Christopher P. Marr CEO, Director | Jan 1, 2026 | Award | +22,168 | $36.05 | $799.16K | 637,386 |
| Christopher P. Marr CEO, Director | Jan 1, 2026 | Award | +34,027 | – | – | 615,218 |
| Christopher P. Marr CEO, Director | Jan 1, 2026 | Tax withholding | −5,425 | $36.05 | $195.57K | 648,974 |
| Christopher P. Marr CEO, Director | Jan 1, 2026 | Award | +17,013 | – | – | 654,399 |
| Jeffrey P. Foster CLO & Secretary | Jan 1, 2026 | Award | +3,514 | $36.05 | $126.68K | 205,057 |
| Jeffrey P. Foster CLO & Secretary | Jan 1, 2026 | Award | +8,553 | – | – | 201,543 |
| Jennifer Schulte Chief Human Resources Officer | Jan 1, 2026 | Award | +4,392 | – | – | 18,745 |
| Jennifer Schulte Chief Human Resources Officer | Jan 1, 2026 | Tax withholding | −1,852 | $36.05 | $66.76K | 18,732 |
| Jennifer Schulte Chief Human Resources Officer | Jan 1, 2026 | Award | +1,839 | $36.05 | $66.30K | 20,584 |
| Matthew D. DeNarie Chief Accounting Officer | Jan 1, 2026 | Award | +1,351 | $36.05 | $48.70K | 24,344 |
| Matthew D. DeNarie Chief Accounting Officer | Jan 1, 2026 | Award | +2,635 | – | – | 22,993 |
| Timothy M. Martin CFO | Jan 1, 2026 | Award | +17,799 | – | – | 376,594 |
| Timothy M. Martin CFO | Jan 1, 2026 | Award | +8,381 | $36.05 | $302.14K | 384,975 |
| Christopher P. Marr CEO, Director | Dec 15, 2025 | Sale | −679 | $36.55 | $24.82K | 581,191 |
| Timothy M. Martin CFO | Dec 12, 2025 | Option exercise | +29,566 | $30.32 | $896.44K | 358,795 |
| Christopher P. Marr CEO, Director | Dec 12, 2025 | Sale | −46,925 | $36.55 | $1.72M | 581,870 |
| Christopher P. Marr CEO, Director | Dec 12, 2025 | Option exercise | +87,604 | $30.32 | $2.66M | 628,795 |
| Christopher P. Marr CEO, Director | Aug 12, 2025 | Gift | −10,132 | – | – | 531,059 |
| Jeffrey F. Rogatz Director | May 20, 2025 | Award | +2,956 | – | – | 54,070 |
| Dororthy Dowling Director | May 20, 2025 | Award | +2,956 | – | – | 30,554 |
| John W. Fain Director | May 20, 2025 | Award | +2,956 | – | – | 44,834 |
| Piero Bussani Director | May 20, 2025 | Award | +2,956 | – | – | 64,922 |
| Deborah Ratnersalzberg Director | May 20, 2025 | Award | +2,956 | – | – | 37,203 |
| Jair K. Lynch Director | May 20, 2025 | Award | +2,956 | – | – | 10,421 |
| John F. Remondi Director | May 20, 2025 | Award | +2,956 | – | – | 73,925 |
| Jit Kee Chin Director | May 20, 2025 | Award | +2,956 | – | – | 9,638 |
| Jeffrey P. Foster CLO & Secretary | May 5, 2025 | Option exercise | +18,616 | $30.32 | $564.44K | 211,606 |
| Jeffrey P. Foster CLO & Secretary | May 5, 2025 | Sale | −18,616 | $42.17 | $785.04K | 192,990 |
| Christopher P. Marr CEO, Director | Mar 11, 2025 | Gift | −53,300 | $42.44 | $2.26M | 541,191 |
| Christopher P. Marr CEO, Director | Jan 31, 2025 | Tax withholding | −44,761 | $41.70 | $1.87M | 594,491 |
| Joel D. Keaton COO | Jan 31, 2025 | Tax withholding | −6,092 | $41.70 | $254.04K | 80,836 |
| Matthew D. DeNarie Chief Accounting Officer | Jan 1, 2025 | Award | +2,217 | – | – | 19,298 |
| Matthew D. DeNarie Chief Accounting Officer | Jan 1, 2025 | Award | +1,060 | $42.85 | $45.42K | 20,358 |
| Jeffrey P. Foster CLO & Secretary | Jan 1, 2025 | Award | +7,196 | – | – | 189,656 |
| Jeffrey P. Foster CLO & Secretary | Jan 1, 2025 | Award | +3,334 | $42.85 | $142.86K | 192,990 |
| Christopher P. Marr CEO, Director | Jan 1, 2025 | Award | +14,313 | – | – | 644,626 |
| Christopher P. Marr CEO, Director | Jan 1, 2025 | Award | +28,627 | – | – | 605,463 |
| Christopher P. Marr CEO, Director | Jan 1, 2025 | Tax withholding | −5,374 | $42.85 | $230.28K | 639,252 |
| Christopher P. Marr CEO, Director | Jan 1, 2025 | Award | +24,850 | $42.85 | $1.06M | 630,313 |
| Joel D. Keaton COO | Jan 1, 2025 | Award | +4,365 | $42.85 | $187.04K | 92,028 |
| Joel D. Keaton COO | Jan 1, 2025 | Tax withholding | −1,887 | $42.85 | $80.86K | 90,141 |
| Joel D. Keaton COO | Jan 1, 2025 | Tax withholding | −3,213 | $42.85 | $137.68K | 86,928 |
| Timothy M. Martin CFO | Jan 1, 2025 | Award | +14,975 | – | – | 321,957 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
3.72%
8M shares short
Days to cover
4.0
At 2M shares a day
Change since last report
-2.0%
From 8M shares
Short volume, 20 days
47.5%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of CubeSmart's stock actually held short. Settlement fails (shares not delivered on time) peaked at 8,757 shares on Sep 24, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jeffrey P. Foster Officer | Nov 2, 2026 | 22,776 | $973.45K | Nov 2, 2026 | Stock Option Exercise |
| Timothy M. Martin Officer | Nov 2, 2026 | 36,765 | $1.60M | Nov 2, 2026 | Stock Option Exercise |
| Christopher P. Marr Officer | May 4, 2026 | 108,932 | $4.36M | May 4, 2026 | Stock Option Exercise |
| Jeffrey P. Foster Officer | Mar 3, 2026 | 23,148 | $968.51K | Mar 3, 2026 | Stock Option Exercise |
| Timothy M. Martin Officer | Dec 12, 2025 | 29,566 | $1.09M | Dec 12, 2025 | Stock Option Excercise |
| Christopher P. Marr Officer | Nov 4, 2025 | 87,604 | $3.24M | Nov 4, 2025 | Stock Option Exercise |
| Christopher P. Marr Officer | Aug 6, 2025 | 87,604 | $3.50M | Aug 6, 2025 | Stock Option Exercise |
| Joel D. Keaton Former Affiliate/Officer | Jun 5, 2025 | 27,426 | $1.18M | Jun 5, 2025 | Stock Option Exercise |
| Jeffrey P. Foster Officer | May 5, 2025 | 18,616 | $792.48K | May 5, 2025 | Stock Option Exercise |
| Jennifer Schulte Officer | Sep 11, 2024 | 15,942 | $853.22K | Sep 11, 2024 | Options Exercise |
| Timothy M. Martin Officer | Aug 14, 2024 | 30,765 | $1.46M | Aug 14, 2024 | Excercised Stock Options |
| Joel D. Keaton Officer | Aug 6, 2024 | 43,478 | $2.08M | Aug 6, 2024 | Stock Option Excercise |
| Jeffrey P. Foster Officer | Aug 5, 2024 | 7,739 | $367.99K | Aug 5, 2024 | Stock Option Exercise |
| Christopher P. Marr Officer | Aug 5, 2024 | 74,906 | $3.62M | Aug 5, 2024 | Employee Stock Option Plan |
| Joel D. Keaton Officer | Jun 12, 2024 | 113,162 | $5.02M | Jun 12, 2024 | Exercised Options |
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