CubeSmart
US ˙ NYSE ˙ US2296631094

SecurityCUBE / CubeSmart
InstitutionStifel Financial Corp
Latest Disclosed Ownership38,293 shares
Latest Disclosed Value $ 1,403,426
Stifel Financial Corp reports 271.78% increase in ownership of CUBE / CubeSmart

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 38,293 shares of CubeSmart (US:CUBE) valued at $1,403,438 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 10,300 shares of CubeSmart. This represents a change in shares of 271.78% during the quarter. The current value of the position is $1,497,256 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.

Upgrade to unlock premium data and export to Excel .

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 38,293 27,993 271.78 1,403 278.17 0.0013
2026-02-13 2025-12-31 13F CUBESMART COM 229663109 10,300 -41,656 -80.18 371 -82.43 0.0003
2025-11-12 2025-09-30 13F CUBESMART COM 229663109 51,956 -5,183 -9.07 2,113 -13.01 0.0019
2025-08-14 2025-06-30 13F CUBESMART COM 229663109 57,139 -41,493 -42.07 2,429 -42.36 0.0024
2025-05-14 2025-03-31 13F CUBESMART COM 229663109 98,632 3,319 3.48 4,213 3.13 0.0045
2025-02-13 2024-12-31 13F CUBESMART COM 229663109 95,313 -22,215 -18.90 4,084 -35.44 0.0043
2024-11-14 2024-09-30 13F CUBESMART COM 229663109 117,528 35,074 42.54 6,327 69.87 0.0066
2024-08-13 2024-06-30 13F CUBESMART COM 229663109 82,454 -18,006 -17.92 3,724 -18.01 0.0042
2024-05-14 2024-03-31 13F CUBESMART COM 229663109 100,460 2,297 2.34 4,543 -0.15 0.0052
2024-02-12 2023-12-31 13F CUBESMART COM 229663109 98,163 13,495 15.94 4,550 40.92 0.0057
2023-11-13 2023-09-30 13F CUBESMART COM 229663109 84,668 8,241 10.78 3,228 -5.42 0.0045
2023-08-14 2023-06-30 13F CUBESMART COM 229663109 76,427 32,190 72.77 3,413 66.98 0.0047
2023-05-12 2023-03-31 13F CUBESMART COM 229663109 44,237 29,748 205.31 2,045 250.60 0.0029
2023-02-13 2022-12-31 13F CUBESMART COM 229663109 14,489 -1,555 -9.69 583 -9.19 0.0009
2022-11-14 2022-09-30 13F CUBESMART COM 229663109 16,044 390 2.49 642 -4.04 0.0011
2022-08-15 2022-06-30 13F CUBESMART COM 229663109 15,654 1,390 9.74 669 -9.84 0.0010
2022-05-13 2022-03-31 13F CUBESMART COM 229663109 14,264 1,998 16.29 742 6.30 0.0010
2022-02-14 2021-12-31 13F CUBESMART COM 229663109 12,266 -7,627 -38.34 698 -27.59 0.0009
2021-11-15 2021-09-30 13F CUBESMART COM 229663109 19,893 -7,382 -27.07 964 -23.73 0.0014
2021-08-13 2021-06-30 13F CUBESMART COM 229663109 27,275 -170 -0.62 1,264 21.77 0.0019
2021-05-14 2021-03-31 13F CUBESMART COM 229663109 27,445 -2,421 -8.11 1,038 3.49 0.0017
2021-02-12 2020-12-31 13F CUBESMART COM 229663109 29,866 -4,163 -12.23 1,003 -8.74 0.0018
2020-11-16 2020-09-30 13F CUBESMART COM 229663109 34,029 -16 -0.05 1,099 19.59 0.0023
2020-08-14 2020-06-30 13F CUBESMART COM 229663109 34,045 1,711 5.29 919 5.15 0.0021
2020-05-14 2020-03-31 13F CUBESMART COM 229663109 32,334 -1,602 -4.72 874 -17.70 0.0024
2020-02-13 2019-12-31 13F CUBESMART COM 229663109 33,936 -514 -1.49 1,062 -11.50 0.0022
2019-11-19 2019-09-30 13F/A-1 CUBESMART COM 229663109 34,450 -1,251 -3.50 1,200 1.35 0.0031
2019-11-13 2019-09-30 13F CUBESMART COM 229663109 34,450 -1,251 1,200 672.6601
2019-08-14 2019-06-30 13F CUBESMART COM 229663109 35,701 -69 -0.19 1,184 4.23 0.0031
2019-05-14 2019-03-31 13F CUBESMART COM 229663109 35,770 -8,971 -20.05 1,136 -11.11 0.0032
2019-02-13 2018-12-31 13F CUBESMART COM 229663109 44,741 -895 -1.96 1,278 -1.54 0.0041
2018-11-13 2018-09-30 13F CUBESMART COM 229663109 45,636 -8,580 -15.83 1,298 -25.49 0.0037
2018-08-14 2018-06-30 13F CUBESMART COM 229663109 54,216 54,216 1,742 0.0053
2018-05-11 2018-03-31 13F CUBESMART COM 229663109 0 -6,951 -100.00 0 -100.00
2018-02-14 2017-12-31 13F CUBESMART COM 229663109 6,951 6,951 202 0.0006
2017-02-16 2016-12-31 13F CUBESMART COM 229663109 0 -14,276 -100.00 0 -100.00
2016-11-15 2016-09-30 13F CUBESMART COM 229663109 14,276 -6,555 -31.47 390 -39.35 0.0018
2016-08-17 2016-06-30 13F CUBESMART COM 229663109 20,831 -181,031 -89.68 643 -90.43 0.0030
2016-05-16 2016-03-31 13F CUBESMART COM 229663109 201,862 34,420 20.56 6,721 31.12 0.0358
2016-03-21 2015-12-31 13F/A-2 CUBESMART COM 229663109 167,442 36,408 27.79 5,126 43.83 0.0267
2016-02-26 2015-12-31 13F/A-1 CUBESMART COM 229663109 127,590 -39,852 3,736 0.0195
2016-02-16 2015-12-31 13F CUBESMART COM 229663109 112,600 3,422
2015-11-16 2015-09-30 13F CUBESMART COM 229663109 131,034 45,769 53.68 3,564 80.55 0.0200
2015-08-17 2015-06-30 13F/A-1 CUBESMART COM 229663109 85,265 8,938 11.71 1,974 7.11 0.0102
2015-08-17 2015-06-30 13F CUBESMART COM 229663109 84,630 1,960
2015-05-14 2015-03-31 13F CUBESMART COM 229663109 76,327 -7,093 -8.50 1,843 0.16 0.0101
2015-02-13 2014-12-31 13F CUBESMART COM 229663109 83,420 9,929 13.51 1,840 39.29 0.0102
2014-11-13 2014-09-30 13F CUBESMART COM 229663109 73,491 3,175 4.52 1,321 2.48 0.0116
2014-08-14 2014-06-30 13F CUBESMART COM 229663109 70,316 7,309 11.60 1,289 19.24 0.0116
2014-05-15 2014-03-31 13F CUBESMART COM 229663109 63,007 63,007 1,081 0.0103
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.