13FPulse
CU

CUBE CUBESMART

2026Q2 · CUSIP 229663109 · Sector: REITs

Piling in

Net holder growth ranks near the top of the market

Funds that own it
507
Institutions that reported holding it to the SEC
Net increase in holders
+25
Last quarter 482 → now 507
How unusual is that
Top 20%
Stronger buying than 87% of US stocks
What the filings say, in one paragraph

507 funds held CUBE at the end of 2026Q2, up 25 from the quarter before. That is stronger buying than 86.8% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $1.1B(YoY +5.0%), the P/E is 27.8x, return on equity is 12.3%. CUBE has had 18 buying rushes in its history, and the price moved -1.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the REITs sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=172 2013Q4: holders=179 2014Q1: holders=188 2014Q2: holders=185 2014Q3: holders=182 2014Q4: holders=182 2015Q1: holders=195 2015Q2: holders=191 2015Q3: holders=210 2015Q4: holders=220 2016Q1: holders=238 2016Q2: holders=254 2016Q3: holders=250 2016Q4: holders=250 2017Q1: holders=238 2017Q2: holders=246 2017Q3: holders=240 2017Q4: holders=255 2018Q1: holders=267 2018Q2: holders=279 2018Q3: holders=277 2018Q4: holders=287 2019Q1: holders=277 2019Q2: holders=262 2019Q3: holders=297 2019Q4: holders=299 2020Q1: holders=274 2020Q2: holders=279 2020Q3: holders=272 2020Q4: holders=300 2021Q1: holders=300 2021Q2: holders=292 2021Q3: holders=330 2021Q4: holders=389 2022Q1: holders=362 2022Q2: holders=325 2022Q3: holders=335 2022Q4: holders=361 2023Q1: holders=398 2023Q2: holders=411 2023Q3: holders=412 2023Q4: holders=437 2024Q1: holders=425 2024Q2: holders=423 2024Q3: holders=447 2024Q4: holders=461 2025Q1: holders=442 2025Q2: holders=458 2025Q3: holders=480 2025Q4: holders=462 2026Q1: holders=482 2026Q2: holders=507 -59 -29.5 +0 +29.5 +59 154344533 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 18 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2026Q1 Top 20%
2025Q3 Top 20% +8.9% +13.3%
2025Q2 Top 20% -4.9% +2.0%
2024Q3 Top 20% -13.0% -13.0%
2023Q2 Top 20% -5.9% +8.3%
2023Q1 Top 5% -8.9% -11.6%
2022Q4 Top 20% -0.3% -7.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
234
Change in large funds
+23
Total value they hold
$9.1B
Funds buying for the first time
94
Funds that sold out entirely
69
Price change that quarter
+3.4%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
4

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
27.8
EPS (TTM)
$1.43
EPS YoY
-15.4%
Revenue (TTM)
$1.1B
Revenue YoY
+5.0%
Net margin
28.7%
ROE
12.3%
Debt ratio
59.0%
FCF (TTM)
Dividend (TTM)
$2.10
Quarterly Revenue & EPS
2022-06-30: EPS 0.26 2022-09-30: EPS 0.50 2022-12-31: EPS 0.36 2023-03-31: EPS 0.43 2023-06-30: EPS 0.43 2023-09-30: EPS 0.45 2023-12-31: EPS 0.51 2024-03-31: EPS 0.42 2024-06-30: EPS 0.41 2024-09-30: EPS 0.44 2024-12-31: EPS 0.45 2025-03-31: EPS 0.39 2025-06-30: EPS 0.36 2025-09-30: EPS 0.36 2025-12-31: EPS 0.35 2026-03-31: EPS 0.36 0M 143M 285M $M 0.00 0.28 0.56 201820192020202120222023202420252026 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 23 18 23 28 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

As of 2026-03-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.