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CUBE · CubeSmart · Held by Funds

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$40.16 +0.01 (+0.02%) At close · Oct 23
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$9.09B
Shares
226.41M
Volume · Oct 23 2.05M Avg daily vol (3M) 2.38M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of CUBE by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 26.42% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.26% 9,645,536
Index ETFs 22.16% 50,178,248
Active ETFs 0.75% 1,705,145
Active funds 10.06% 22,768,004
Unclassified 0.91% 2,066,826
All registered funds 38.14% 86,363,759
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding CUBE

478 fund positions
Fund Balance Value % of Fund Open
VANGUARD REAL ESTATE INDEX FUND 8,498,854 $352,362,487 0.48%
iShares Core S&P Mid-Cap ETF 7,748,367 $308,152,556 0.25%
VANGUARD TOTAL STOCK MARKET INDEX FUND 7,187,230 $285,836,137 0.01%
VANGUARD SMALL-CAP INDEX FUND 5,194,191 $206,572,976 0.11%
VANGUARD SMALL-CAP VALUE INDEX FUND 3,289,281 $130,814,705 0.19%
VANGUARD EXTENDED MARKET INDEX FUND 2,596,729 $103,271,912 0.11%
Cohen & Steers Real Estate Securities Fund 2,388,848 $95,004,485 0.99%
T. Rowe Price Real Assets Fund, Inc. 1,770,084 $70,396,241 0.69%
State Street SPDR S&P MidCap 400SM ETF Trust 1,742,048 $69,281,249 0.25%
Schwab U.S. REIT ETF 1,613,194 $64,527,760 0.65%
VANGUARD REAL ESTATE II INDEX FUND 1,516,126 $62,858,584 0.57%
Fidelity Mid-Cap Stock Fund 1,300,127 $53,903,265 0.60%
DFA REAL ESTATE SECURITIES PORTFOLIO 1,209,949 $50,164,486 0.71%
Fidelity Extended Market Index Fund 1,178,170 $47,126,800 0.11%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 1,146,072 $45,579,283 0.25%
iShares Russell Mid-Cap ETF 928,883 $36,941,677 0.06%
T. Rowe Price Small-Cap Value Fund, Inc. 898,911 $35,749,690 0.34%
Fidelity Mid Cap Index Fund 857,050 $35,533,293 0.07%
iShares Core U.S. REIT ETF 848,087 $35,161,687 0.75%
DFA Global Real Estate Securities Portfolio 836,623 $34,686,390 0.44%
iShares U.S. Real Estate ETF 781,797 $31,092,067 0.67%
Fidelity Real Estate Investment Portfolio 648,020 $26,866,909 0.79%
ProShares S&P MidCap 400 Dividend Aristocrats ETF 665,530 $26,621,200 1.59%
CBRE Global Real Estate Income Fund 659,781 $26,239,490 3.79%
iShares Global REIT ETF 618,875 $25,658,558 0.50%
Fidelity SAI Real Estate Fund 617,376 $25,596,409 0.80%
iShares S&P Mid-Cap 400 Value ETF 624,163 $24,822,963 0.28%
Schwab U.S. Mid-Cap ETF 616,070 $24,642,800 0.17%
iShares S&P Mid-Cap 400 Growth ETF 608,333 $24,193,403 0.21%
Fidelity Real Estate Equity Central Fund 605,619 $24,085,468 2.32%
Strategic Advisers U.S. Total Stock Fund 579,408 $23,176,320 0.02%
Bridge Builder Small/Mid Cap Value Fund 558,782 $22,222,760 0.21%
Permanent Portfolio 500,000 $20,730,000 0.29%
iShares Russell 1000 Value ETF 506,193 $20,131,296 0.03%
DIAMOND HILL SMALL-MID CAP FUND 501,143 $19,930,457 3.17%
Fidelity Real Estate Index Fund 467,131 $19,367,251 0.60%
Dimensional Global Real Estate ETF 422,463 $17,515,316 0.45%
Fidelity Total Market Index Fund 430,028 $17,201,120 0.01%
BlackRock Advantage Small Cap Core Fund 409,706 $16,388,240 0.31%
iShares Residential and Multisector Real Estate ETF 405,932 $16,143,916 1.85%
State Street(R) SPDR(R) Dow Jones(R) REIT ETF 392,415 $15,606,345 0.85%
Schwab Fundamental U.S. Small Company ETF 389,530 $15,581,200 0.17%
VANGUARD S&P MID-CAP 400 INDEX FUND 363,824 $14,552,960 0.26%
WisdomTree U.S. Midcap Dividend Fund 357,566 $14,220,400 0.36%
Fidelity Series Total Market Index Fund 348,689 $13,947,560 0.01%
iShares Russell Mid-Cap Value ETF 347,875 $13,834,989 0.09%
Templeton Global Smaller Companies Fund 329,955 $13,198,200 1.63%
Dimensional US Real Estate ETF 297,325 $12,327,095 0.69%
PGIM Global Real Estate Fund 292,021 $12,107,191 1.08%
iShares FTSE NAREIT All Equity REIT Index Fund 287,208 $11,907,644 0.60%
Showing 1–50 of 478 positions
Key facts CIK 1298675 CUSIP 229663109 13F (30d) 86 filings 83 filers Visit website Investor relations