What smart money is saying about CubeSmart
1 fund in our archive has pitched CubeSmart — most recently Baron Real Estate Income Fund in June 2026.
CubeSmart functions as an independent real estate investment trust (REIT), overseeing both its administration and management. The company's self-storage facilities deliver secure, convenient, and budget-friendly storage options for both private individuals and commercial entities. According to data from the 2020 Self-Storage Almanac, CubeSmart ranks among the top three owners and operators of self-storage properties nationwide.
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Position history
Between Q4 2024 and Q2 2026, 1 fund letter reported a position in CubeSmart, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 0 | 0 | 0 | 1 |
| Q4 2024 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- December 2024
“Other bottom contributors included CubeSmart, NVR and Huntington Ingalls Industries. Shares of self-storage real estate investment trust (REIT) CubeSmart and homebuilder NVR were pressured in Q4 against a backdrop of rising 10- year Treasury yields, which are likely to impact the housing market and slow home sales.”
CubeSmart
Fund coverage · 1 thesis
- Baron Real Estate Income FundJune 2026
CubeSmart is favored for long-term self-storage economics, inflation protection, and a possible growth inflection.
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