Lasalle Investment Management Securities LLC Raises Holdings in CubeSmart $CUBE

Lasalle Investment Management Securities LLC boosted its stake in shares of CubeSmart (NYSE:CUBE) by 41.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,049,164 shares of the real estate investment trust’s stock after buying an additional 307,111 shares during the period. CubeSmart accounts for about 1.7% of Lasalle Investment Management Securities LLC’s investment portfolio, making the stock its 24th biggest holding. Lasalle Investment Management Securities LLC owned approximately 0.46% of CubeSmart worth $42,659,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also bought and sold shares of CUBE. Norges Bank bought a new position in shares of CubeSmart in the 2nd quarter worth $458,008,000. JPMorgan Chase & Co. grew its stake in CubeSmart by 1.7% in the third quarter. JPMorgan Chase & Co. now owns 5,340,869 shares of the real estate investment trust’s stock valued at $217,162,000 after purchasing an additional 91,694 shares during the last quarter. Invesco Ltd. raised its holdings in CubeSmart by 0.8% in the second quarter. Invesco Ltd. now owns 3,239,474 shares of the real estate investment trust’s stock worth $137,678,000 after purchasing an additional 25,994 shares in the last quarter. Charles Schwab Investment Management Inc. raised its holdings in CubeSmart by 1.4% in the second quarter. Charles Schwab Investment Management Inc. now owns 3,227,559 shares of the real estate investment trust’s stock worth $137,171,000 after purchasing an additional 44,288 shares in the last quarter. Finally, Bank of New York Mellon Corp lifted its position in shares of CubeSmart by 0.6% during the second quarter. Bank of New York Mellon Corp now owns 2,222,338 shares of the real estate investment trust’s stock valued at $94,449,000 after buying an additional 12,513 shares during the last quarter. Institutional investors own 97.61% of the company’s stock.

Wall Street Analyst Weigh In

CUBE has been the topic of a number of analyst reports. Mizuho cut their price objective on shares of CubeSmart from $43.00 to $38.00 and set a “neutral” rating on the stock in a research report on Friday, December 5th. Deutsche Bank Aktiengesellschaft lowered shares of CubeSmart from a “buy” rating to a “hold” rating and set a $40.00 price target on the stock. in a report on Tuesday, January 20th. Wall Street Zen downgraded CubeSmart from a “hold” rating to a “sell” rating in a research report on Sunday. UBS Group lowered their price objective on CubeSmart from $38.00 to $37.00 and set a “neutral” rating for the company in a research report on Thursday, January 8th. Finally, KeyCorp restated a “sector weight” rating on shares of CubeSmart in a research note on Monday, November 10th. Five equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $44.13.

More CubeSmart News

Here are the key news stories impacting CubeSmart this week:

• Positive Sentiment: Management raised FY‑2026 and Q1‑2026 EPS guidance well above consensus (FY: $2.520–$2.600 vs. street ~$1.90; Q1: $0.610–$0.630 vs. ~$0.48), signaling confidence in cash flow and driving optimism about growth and dividend coverage. CubeSmart Reports Fourth Quarter and Annual 2025 Results (press release)
• Positive Sentiment: Q4 revenue modestly beat consensus ($282.69M vs. $280.11M), suggesting operational resilience despite sector headwinds. CubeSmart Reports Fourth Quarter and Annual 2025 Results
• Neutral Sentiment: Company declared a dividend (routine for REITs); supportive for income investors but already priced in given CubeSmart’s payout history. CubeSmart (NYSE:CUBE) Declares Dividend as NYSE Composite Sees Dip
• Neutral Sentiment: Full press release and earnings materials (including the conference call transcript) are available for details on portfolio performance, same-store trends and capital allocation. Useful for digging into why guidance was raised despite a mixed quarter. CubeSmart (CUBE) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Q4 FFO/FFO per share (reported as $0.64) missed consensus (~$0.66) and declined versus year‑ago ($0.68), highlighting near‑term margin pressure and weaker profitability metrics. CubeSmart (CUBE) Misses Q4 FFO Estimates
• Negative Sentiment: Analysts and coverage pieces note the industry recovery may be pushed later (some forecasts to 2027), which tempers enthusiasm and implies slower organic growth for self‑storage peers. CubeSmart earnings on deck as self-storage recovery pushed to 2027

CubeSmart Price Performance

NYSE CUBE opened at $41.15 on Friday. The company has a market cap of $9.38 billion, a price-to-earnings ratio of 28.38, a PEG ratio of 12.60 and a beta of 1.12. The company has a debt-to-equity ratio of 1.22, a current ratio of 0.47 and a quick ratio of 0.47. The stock’s fifty day moving average price is $37.93 and its 200 day moving average price is $38.68. CubeSmart has a 1 year low of $34.24 and a 1 year high of $44.13.

CubeSmart Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Wednesday, April 1st will be issued a dividend of $0.53 per share. The ex-dividend date of this dividend is Wednesday, April 1st. This represents a $2.12 dividend on an annualized basis and a dividend yield of 5.2%. CubeSmart’s payout ratio is 146.21%.

CubeSmart Profile

CubeSmart (NYSE: CUBE) is a publicly traded real estate investment trust (REIT) specializing in the ownership, operation and management of self-storage facilities across the United States. The company’s portfolio comprises properties in primary and secondary markets, catering to both individual and business customers seeking flexible, short-term and long-term storage solutions. CubeSmart’s facilities feature a range of unit sizes, climate-controlled options and advanced security features, supported by on-site managers and centralized customer service operations.

In addition to traditional self-storage units, CubeSmart offers specialty services such as vehicle and boat storage, retail sales of packing and moving supplies, and tenant insurance programs.