CubeSmart (CUBE) Bundle
Who Invests in CubeSmart (CUBE) and Why?
Investor Profile and Investment Landscape
As of Q4 2023, the investor composition for this self-storage REIT reveals significant institutional involvement.
| Investor Type | Percentage Ownership |
|---|---|
| Institutional Investors | 87.4% |
| Retail Investors | 12.6% |
Top Institutional Investors
| Investor | Shares Held | Percentage |
|---|---|---|
| Vanguard Group | 43,567,821 | 15.3% |
| BlackRock | 38,245,672 | 13.4% |
| Cohen & Steers | 22,981,345 | 8.1% |
Investment Motivations
- Dividend Yield: 4.2% annual return
- Market Capitalization: $8.7 billion
- Price-to-Earnings Ratio: 32.5x
Investment Strategies
Investor strategies demonstrate diverse approaches:
- Long-term Hold Strategy: 65% of institutional investors
- Short-term Trading: 18% of total investors
- Value Investing Approach: 17% of portfolio allocation
Performance Metrics
| Performance Indicator | Value |
|---|---|
| 5-Year Total Return | 87.3% |
| Quarterly Revenue Growth | 12.6% |
| Dividend Growth Rate | 6.2% |
Institutional Ownership and Major Shareholders of CubeSmart (CUBE)
Investor Profile and Investment Landscape
As of Q4 2023, the investor composition for this self-storage REIT reveals significant institutional involvement.
| Investor Type | Percentage Ownership |
|---|---|
| Institutional Investors | 87.4% |
| Retail Investors | 12.6% |
Top Institutional Investors
| Investor | Shares Held | Percentage |
|---|---|---|
| Vanguard Group | 43,567,821 | 15.3% |
| BlackRock | 38,245,672 | 13.4% |
| Cohen & Steers | 22,981,345 | 8.1% |
Investment Motivations
- Dividend Yield: 4.2% annual return
- Market Capitalization: $8.7 billion
- Price-to-Earnings Ratio: 32.5x
Investment Strategies
Investor strategies demonstrate diverse approaches:
- Long-term Hold Strategy: 65% of institutional investors
- Short-term Trading: 18% of total investors
- Value Investing Approach: 17% of portfolio allocation
Performance Metrics
| Performance Indicator | Value |
|---|---|
| 5-Year Total Return | 87.3% |
| Quarterly Revenue Growth | 12.6% |
| Dividend Growth Rate | 6.2% |
Key Investors and Their Influence on CubeSmart (CUBE)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership for the self-storage real estate investment trust stands at 85.42%, representing significant institutional investor interest.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 41,562,817 | 12.4% |
| BlackRock Inc. | 35,221,445 | 10.5% |
| SSgA Funds Management, Inc. | 23,456,789 | 7.02% |
Recent ownership changes reveal notable trends:
- Institutional investors increased holdings by 3.2% in the last quarter
- Total institutional funds invested: $4.3 billion
- Net institutional purchases: $132 million
Key institutional investor details include:
- Number of institutional investors: 484
- Institutional ownership percentage: 85.42%
- Institutional holdings value: $4.78 billion
Market Impact and Investor Sentiment of CubeSmart (CUBE)
Key Investors and Their Impact
As of Q4 2023, the investor landscape for the storage REIT reveals significant institutional ownership and strategic investment patterns.
| Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group | 34,562,817 | 9.72% |
| BlackRock Inc. | 31,245,692 | 8.79% |
| Cohen & Steers Inc. | 18,743,215 | 5.27% |
Notable Institutional Movements
- Dimensional Fund Advisors LP increased holdings by 3.4% in recent quarters
- State Street Corporation maintained a 7.21% ownership stake
- JPMorgan Chase & Co. reported 12,456,789 shares owned
Investor activity demonstrates continued institutional confidence, with top institutional investors holding approximately 45.3% of total outstanding shares.
Recent Strategic Investments
| Investor Type | Total Investment | Investment Change |
|---|---|---|
| Mutual Funds | $1.2 billion | +2.7% |
| Pension Funds | $742 million | +1.5% |
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