Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cubesmart (CUBE)

476 + Investors. Track Smart Money conviction in CUBE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — CUBE

Based on 479 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CUBE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
479 hedge funds hold CUBE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

272 buying197 selling
Last quarter: 272 funds bought or added vs 197 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new CUBE position: 67 → 69 → 70 → 78. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 18% new
304 out of 479 hedge funds have held CUBE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~78 new funds/quarter

58 → 67 → 69 → 70 → 78 new funds/Q
New funds entering each quarter: 67 → 69 → 70 → 78. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 8% 1-2yr ■ 23% new
Of 485 current holders: 337 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
58 of 479 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in CUBE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CUBE

In 2026 Q1, 272 hedge funds were net buyers of CUBE (78 opened a new position, 194 added to an existing one), while 197 reduced or exited (142 trimmed, 55 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 40% of total institutional value in CUBE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +23 funds (more new holders than closures). Total institutional holders: 479.

Hedge Fund Ownership: CUBE

How many hedge funds hold CUBE — quarterly history vs. share price
Quarterly hedge fund ownership of CUBE vs. share price

Market Analysis: CUBE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CUBE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Cubesmart (CUBE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CUBE has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
CUBE
+14.3%
XLRE
+10.0%

CUBE outperformed XLRE by +4.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
CUBE
+9.2%
XLRE
+3.9%

Since the filing became public, CUBE outperformed XLRE by +5.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 4 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: CUBE
476 + Investors

Track Smart Money conviction in CUBE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 476 456 4.39%
13F Shares 207M 216M -3.9%
Total Value $7.00B $7.42B -5.63%
New Positions 76 70 +6
Increased Positions 189 157 +32
Closed Positions 56 82 -26
Reduced Positions 142 175 -33
Total Calls 4 4 -
Total Puts 2 2 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: CUBE

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Short % of Float --

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Institutional Holders (2026 Q1)

476 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CUBE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CUBE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Waterfront Capital Partners, LLC 5.94% 223,418 $9.1M
2 Aew Capital Management L P 5.64% 2,121,725 $77.8M
3 Vision Capital Corp 4.76% 516,356 $18.9M
4 Bayhunt Capital LLC 3.75% 109,958 $4.0M
5 Hazelview Securities Inc. 3.37% 494,360 $18.1M
6 Presima Securities ULC 3.16% 153,539 $5.6M
7 Sophron Capital Management L.P. 2.68% 248,221 $9.1M
8 Lightrock Netherlands B.V. 2.66% 533,973 $12.5M
9 Measured Risk Portfolios, Inc. 2.47% 61,518 $2.3M
10 GSI Capital Advisors LLC 2.44% 122,450 $4.5M
11 Lasalle Investment Management Securities LLC 1.87% 1,291,212 $47.3M
12 Cbre Investment Management Listed Real Assets LLC 1.68% 3,094,291 $113.4M
13 Long Pond Capital, LP 1.52% 435,429 $16.0M
14 Heitman Real Estate Securities LLC 1.44% 546,263 $20.0M
15 Nicola Wealth Management LTD. 1.36% 309,000 $11.3M
16 Taproot Management LP 1.23% 177,151 $6.5M
17 Duff & Phelps Investment Management Co 1.04% 2,737,656 $100.3M
18 Landmark Investment Partners, L.P. 0.94% 35,704 $1.3M
19 Miller Global Investments, LLC 0.80% 23,898 $876K
20 Davidson Investment Advisors 0.74% 350,627 $15.0M
21 Worth Venture Partners, LLC 0.72% 6,200 $227K
22 Centersquare Investment Management LLC 0.60% 1,585,114 $58.1M
23 DigitalBridge Group, Inc. 0.58% 251,050 $9.2M
24 Pacific Heights Asset Management LLC 0.55% 450,000 $16.5M
25 Lecap Asset Management Ltd 0.49% 35,478 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Cubesmart (CUBE)

What does the Smart Money Trend signal show for CUBE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CUBE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CUBE?

Slight buying edge — 58% buying: Last quarter: 272 funds bought or added vs 197 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CUBE holders?

Elite ownership — 40% AUM from top-100 funds: 58 of 479 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in CUBE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CUBE?

63% of holders stayed for 2+ years: 304 out of 479 hedge funds have held CUBE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Cubesmart (CUBE) following the 2026 Q1 hedge fund 13F filings?

As of today, CUBE has moved +9.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLRE sector ETF — an outperformance of +5.3%. Since the quarter end (March 31, 2026), CUBE has gained +14.3% vs +10.0% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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