CubeSmart
US ˙ NYSE ˙ US2296631094

SecurityCUBE / CubeSmart
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership2,580 shares
Latest Disclosed Value $ 94,557
IFP Advisors, Inc reports 49.22% increase in ownership of CUBE / CubeSmart

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 2,580 shares of CubeSmart (US:CUBE) valued at $94,557 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,729 shares of CubeSmart. This represents a change in shares of 49.22% during the quarter. The current value of the position is $100,878 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)
2026-04-13 2026-03-31 13F CUBESMART cs 229663109 2,580 851 49.22 95 51.61 0.0020
2026-02-06 2025-12-31 13F CUBESMART cs 229663109 1,729 1,081 166.82 62 138.46 0.0014
2026-02-06 2025-09-30 13F/A-1 CUBESMART cs 229663109 648 -884 -57.70 26 -62.86 0.0007
2025-12-02 2025-09-30 13F CUBESMART cs 229663109 480 -1,052 33 0.0009
2025-07-24 2025-06-30 13F CUBESMART cs 229663109 1,532 1,349 737.16 71 900.00 0.0020
2025-05-05 2025-03-31 13F CUBESMART cs 229663109 183 51 38.64 8 40.00 0.0002
2025-02-04 2024-12-31 13F CUBESMART cs 229663109 132 53 67.09 6 25.00 0.0002
2025-02-04 2024-09-30 13F CUBESMART cs 229663109 79 -1,305 -94.29 4 -93.55 0.0002
2024-07-30 2024-06-30 13F CUBESMART cs 229663109 1,384 -2,618 -65.42 63 -65.56 0.0025
2024-07-30 2024-03-31 13F CUBESMART cs 229663109 4,002 381 10.52 181 7.78 0.0079
2024-01-09 2023-12-31 13F CUBESMART cs 229663109 3,621 3,481 2,486.43 168 3,240.00 0.0079
2023-10-12 2023-09-30 13F CUBESMART cs 229663109 140 -297 -67.96 5 -73.68 0.0002
2023-08-14 2023-06-30 13F/A-1 CUBESMART cs 229663109 437 387 774.00 20 1,800.00 0.0008
2023-08-04 2023-06-30 13F CUBESMART cs 229663109 437 387 14 0.0006
2023-04-18 2023-03-31 13F CUBESMART cs 229663109 50 -31 -38.27 2 0.0001
2023-02-07 2022-12-31 13F CUBESMART cs 229663109 81 -346 -81.03 0 -100.00 0.0001
2022-11-08 2022-09-30 13F CUBESMART cs 229663109 427 -147 -25.61 19 -13.64 0.0005
2022-09-06 2022-06-30 13F/A-1 CUBESMART cs 229663109 574 0 0.00 22 0.00 0.0007
2022-09-06 2022-03-31 13F/A-1 CUBESMART cs 229663109 574 574 22 0.0007
2022-08-08 2022-03-31 13F CUBESMART COM Stock 229663109 28 28 1 0.0000
2022-01-12 2021-12-31 13F CUBESMART COM Stock 229663109 0 -18 -100.00 0 -100.00
2021-10-06 2021-09-30 13F CUBESMART COM Stock 229663109 18 0 0.00 1 0.00 0.0000
2021-07-13 2021-06-30 13F CUBESMART COM Stock 229663109 18 0 0.00 1 0.00 0.0000
2021-04-30 2021-03-31 13F CUBESMART COM Stock 229663109 18 -61 -77.22 1 -66.67 0.0000
2021-01-25 2020-12-31 13F CUBESMART COM Stock 229663109 79 -32 -28.83 3 -25.00 0.0001
2020-10-29 2020-09-30 13F CUBESMART COM Stock 229663109 111 0 0.00 4 33.33 0.0002
2020-08-05 2020-06-30 13F CUBESMART COM Stock 229663109 111 33 42.31 3 50.00 0.0002
2020-05-12 2020-03-31 13F CUBESMART COM Stock 229663109 78 -23 -22.77 2 -50.00 0.0002
2020-01-17 2019-12-31 13F CUBESMART COM Stock 229663109 101 49 94.23 4 100.00 0.0003
2019-11-07 2019-09-30 13F CUBESMART COM Stock 229663109 52 34 188.89 2 100.00 0.0001
2019-05-15 2019-03-31 13F CUBESMART Stock 229663109 18 0 0.00 1 0.00 0.0001
2019-06-03 2018-12-31 13F/A-10 CUBESMART COM REIT 229663109 18 0 0.00 1 0.00 0.0001
2019-01-23 2018-12-31 13F CUBESMART COM REIT 229663109 18 0 1 0.0001
2019-06-03 2018-09-30 13F/A-9 CUBESMART COM REIT 229663109 18 0 0.00 1 0.00 0.0000
2018-10-25 2018-09-30 13F CUBESMART COM REIT 229663109 18 0 1 0.0000
2019-06-03 2018-06-30 13F/A-8 CUBESMART COM REIT 229663109 18 0 0.00 1 0.00 0.0000
2018-08-07 2018-06-30 13F CUBESMART COM REIT 229663109 18 0 1
2019-06-03 2018-03-31 13F/A-7 CUBESMART COM REIT 229663109 18 0 0.00 1 0.00 0.0000
2018-05-09 2018-03-31 13F CUBESMART COM REIT 229663109 18 0 1
2019-06-03 2017-12-31 13F/A-6 CUBESMART COM REIT 229663109 18 -15 -45.45 1 0.00 0.0000
2018-01-24 2017-12-31 13F CUBESMART COM REIT 229663109 18 -15 1
2017-10-30 2017-09-30 13F CUBESMART COM REIT 229663109 33 0 0.00 1 0.00 0.0000
2019-06-03 2017-06-30 13F/A-5 CUBESMART COM REIT 229663109 33 0 0.00 1 0.00 0.0000
2017-07-31 2017-06-30 13F CUBESMART COM REIT 229663109 33 0 1
2019-06-03 2017-03-31 13F/A-4 CUBESMART COM REIT 229663109 33 -80 -70.80 1 -66.67 0.0000
2017-04-26 2017-03-31 13F CUBESMART COM REIT 229663109 33 -80 1
2019-06-03 2016-12-31 13F/A-3 CUBESMART COM REIT 229663109 113 -104 -47.93 3 -50.00 0.0001
2017-02-14 2016-12-31 13F CUBESMART COM REIT 229663109 113 -104 3
2016-11-04 2016-09-30 13F CUBESMART COM REIT 229663109 217 15 7.43 6 0.00 0.0003
2019-06-03 2016-06-30 13F/A-2 CUBESMART COM REIT 229663109 202 184 1,022.22 6 500.00 0.0003
2016-08-22 2016-06-30 13F CUBESMART COM REIT 229663109 202 184 6
2019-06-03 2016-03-31 13F/A-1 CUBESMART Stock 229663109 18 -336 -94.92 1 -90.91 0.0001
2016-05-02 2016-03-31 13F CUBESMART COM REIT 229663109 352 -2 12
2016-02-11 2015-12-31 13F CUBESMART COM REIT 229663109 354 354 11 0.0007
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.