CubeSmart
US ˙ NYSE ˙ US2296631094

SecurityCUBE / CubeSmart
InstitutionCreative Planning
Latest Disclosed Ownership188,388 shares
Latest Disclosed Value $ 6,904,411
Creative Planning reports 93.52% increase in ownership of CUBE / CubeSmart

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 188,388 shares of CubeSmart (US:CUBE) valued at $6,904,420 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 97,350 shares of CubeSmart. This represents a change in shares of 93.52% during the quarter. The current value of the position is $7,365,971 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F CUBESMART COM 229663109 188,388 91,038 93.52 6,904 96.75 0.0047
2026-02-17 2025-12-31 13F CUBESMART COM 229663109 97,350 38,225 64.65 3,509 45.97 0.0025
2025-11-14 2025-09-30 13F CUBESMART COM 229663109 59,125 23,912 67.91 2,404 60.70 0.0018
2025-08-08 2025-06-30 13F CUBESMART COM 229663109 35,213 14,323 68.56 1,497 67.71 0.0013
2025-05-15 2025-03-31 13F CUBESMART COM 229663109 20,890 984 4.94 892 4.69 0.0008
2025-02-14 2024-12-31 13F CUBESMART COM 229663109 19,906 1,571 8.57 853 -13.59 0.0008
2024-10-11 2024-09-30 13F CUBESMART COM 229663109 18,335 2,307 14.39 987 36.19 0.0010
2024-08-15 2024-06-30 13F CUBESMART COM 229663109 16,028 1,340 9.12 724 9.04 0.0008
2024-05-13 2024-03-31 13F CUBESMART COM 229663109 14,688 278 1.93 664 -0.45 0.0007
2024-02-14 2023-12-31 13F CUBESMART COM 229663109 14,410 -1,079 -6.97 668 13.05 0.0012
2023-11-16 2023-09-30 13F CUBESMART COM 229663109 15,489 -2,320 -13.03 591 -25.79 0.0008
2023-07-21 2023-06-30 13F CUBESMART COM 229663109 17,809 -1,380 -7.19 795 -10.27 0.0011
2023-05-15 2023-03-31 13F CUBESMART COM 229663109 19,189 3,435 21.80 887 39.75 0.0013
2023-02-10 2022-12-31 13F CUBESMART COM 229663109 15,754 2,211 16.33 634 16.76 0.0010
2022-11-03 2022-09-30 13F CUBESMART COM 229663109 13,543 729 5.69 543 -0.73 0.0009
2022-08-15 2022-06-30 13F CUBESMART COM 229663109 12,814 1,134 9.71 547 -10.03 0.0009
2022-05-16 2022-03-31 13F CUBESMART COM 229663109 11,680 10 0.09 608 -8.43 0.0009
2022-02-11 2021-12-31 13F CUBESMART COM 229663109 11,670 219 1.91 664 19.64 0.0011
2021-11-10 2021-09-30 13F CUBESMART COM 229663109 11,451 -189 -1.62 555 2.97 0.0010
2021-08-04 2021-06-30 13F CUBESMART COM 229663109 11,640 -12,424 -51.63 539 -40.77 0.0010
2021-04-30 2021-03-31 13F CreativePlanning COM 229663109 24,064 509 2.16 910 14.90 0.0018
2021-01-29 2020-12-31 13F CUBESMART COM 229663109 23,555 12,272 108.77 792 116.99 0.0017
2020-11-05 2020-09-30 13F CUBESMART COM 229663109 11,283 429 3.95 365 24.57 0.0010
2020-07-23 2020-06-30 13F CUBESMART COM 229663109 10,854 1,057 10.79 293 11.83 0.0008
2020-05-05 2020-03-31 13F CUBESMART COM 229663109 9,797 0 0.00 262 -14.94 0.0009
2020-01-30 2019-12-31 13F CUBESMART COM 229663109 9,797 0 0.00 308 -9.94 0.0009
2019-11-01 2019-09-30 13F CUBESMART COM 229663109 9,797 -558 -5.39 342 -1.16 0.0011
2019-07-26 2019-06-30 13F CUBESMART COM 229663109 10,355 699 7.24 346 11.97 0.0012
2019-04-24 2019-03-31 13F CUBESMART COM 229663109 9,656 0 0.00 309 11.55 0.0011
2019-02-12 2018-12-31 13F/A-1 CUBESMART COM 229663109 9,656 -521 -5.12 277 -4.48 0.0011
2019-02-01 2018-12-31 13F CUBESMART COM 229663109 9,656 -521 277
2018-10-25 2018-09-30 13F CUBESMART COM 229663109 10,177 -100 -0.97 290 -12.39 0.0011
2018-07-20 2018-06-30 13F CUBESMART COM 229663109 10,277 338 3.40 331 18.21 0.0013
2018-04-18 2018-03-31 13F CUBESMART COM 229663109 9,939 62 0.63 280 -2.10 0.0011
2018-01-17 2017-12-31 13F CUBESMART COM 229663109 9,877 21 0.21 286 11.72 0.0012
2017-10-17 2017-09-30 13F CUBESMART COM 229663109 9,856 9,256 1,542.67 256 1,728.57 0.0012
2017-07-12 2017-06-30 13F CUBESMART COM 229663109 600 500 500.00 14 366.67 0.0001
2017-04-07 2017-03-31 13F CUBESMART COM 229663109 100 0 0.00 3 0.00 0.0000
2017-01-09 2016-12-31 13F CUBESMART COM 229663109 100 0 0.00 3 0.00 0.0000
2016-10-12 2016-09-30 13F CUBESMART COM 229663109 100 -302 -75.12 3 -75.00 0.0000
2016-07-12 2016-06-30 13F CUBESMART COM 229663109 402 -198 -33.00 12 -40.00 0.0001
2016-04-08 2016-03-31 13F CUBESMART COM 229663109 600 500 500.00 20 566.67 0.0002
2016-01-11 2015-12-31 13F CUBESMART COM 229663109 100 0 0.00 3 0.00 0.0000
2015-10-09 2015-09-30 13F CUBESMART COM 229663109 100 100 0.00 3 0.0000
2015-07-09 2015-06-30 13F CUBESMART COM 229663109 0 -100 -100.00 0 -100.00
2015-04-13 2015-03-31 13F CUBESMART COM 229663109 100 100 0.00 2 0.0000
2015-01-29 2014-12-31 13F CUBESMART COM 229663109 0 -100 -100.00 0 -100.00
2014-10-10 2014-09-30 13F CUBESMART COM 229663109 100 -178 -64.03 2 -60.00 0.0000
2014-08-20 2014-06-30 13F CUBESMART COM 229663109 278 178 178.00 5 150.00 0.0001
2014-04-11 2014-03-31 13F CUBESMART COM 229663109 100 100 2 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.