Welcome to our dedicated page for CubeSmart SEC filings (Ticker: CUBE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
CubeSmart (NYSE: CUBE) is a self-administered and self-managed real estate investment trust that owns and manages self-storage properties across the United States. Its SEC filings provide detailed insight into the company’s financial condition, capital structure and operating performance. Investors use these documents to understand how CubeSmart’s self-storage portfolio, third-party management platform and financing arrangements affect earnings, funds from operations (FFO) and net operating income (NOI).
On this page, you can review CubeSmart’s key SEC filings, including annual reports on Form 10-K, quarterly reports on Form 10-Q and current reports on Form 8-K. For example, an October 2025 Form 8-K furnished the company’s earnings press release for the three and nine months ended September 30, 2025, while an August 2025 Form 8-K described the issuance of $450 million of 5.125% senior notes due 2035 by CubeSmart, L.P., fully and unconditionally guaranteed by CubeSmart. That filing outlines the notes’ terms, intended use of proceeds and related indenture provisions.
These filings also identify CubeSmart’s common shares, with a par value of $0.01 per share, as trading on the New York Stock Exchange under the symbol CUBE, and they describe the REIT’s use of non-GAAP measures such as FFO and FFO, as adjusted. Management explains how FFO is calculated, why it is used to evaluate the operations of the company’s stores and how it differs from net income under GAAP.
Stock Titan enhances access to CubeSmart’s regulatory disclosures by providing real-time updates from the SEC’s EDGAR system along with AI-powered summaries. These summaries help clarify the significance of lengthy documents, highlight key terms in debt offerings, and surface important items such as changes in guidance, new financing arrangements and other material events reported on Form 8-K. Users can also monitor filings related to the company’s capital structure and other obligations through this centralized view.
CubeSmart
In 2025 they completed acquisitions of 30 stores for an aggregate transaction price of
The report outlines a strategy focused on disciplined acquisitions and development in selected U.S. markets, maintaining a single operating segment in self‑storage. It details competitive dynamics with other self‑storage operators and REITs, key market concentrations in New York, Florida, Texas and California, and a financing approach using equity, credit facilities, unsecured notes, and potential joint ventures.
CubeSmart also emphasizes human capital and sustainability. As of December 31, 2025, it employed 3,121 teammates, 54% female and 46% male, with an average tenure of 3.8 years, and provided an average of 15 training hours per teammate in 2025. Management highlights ongoing engagement surveys, promotion activity, benefits, and diversity initiatives, alongside environmental programs such as solar, HVAC and lighting upgrades, and energy management systems.
The extensive risk factor section discusses macroeconomic pressures on rental rates and occupancy, geographic concentration risk, acquisition and development risks, dependence on external capital to fund growth and dividends, competition, insurance and climate‑related exposures, cybersecurity and technology reliance, and environmental and ADA compliance. It also explains the requirements and potential consequences around maintaining REIT status, partnership tax rules, leverage and refinancing risks, Maryland corporate law provisions, and market volatility in CubeSmart’s common shares.
CubeSmart reported softer fourth-quarter and full-year 2025 results while outlining cautious 2026 guidance. Q4 net income attributable to common shareholders fell to
Same-store revenue in Q4 edged down
State Street Corporation has filed a beneficial ownership report showing it holds 11,322,951 shares of CubeSmart common stock, representing 5% of the class as of December 31, 2025. State Street reports shared voting power over 9,426,307 shares and shared dispositive power over all 11,322,951 shares.
The shares are certified as being acquired and held in the ordinary course of business and not for the purpose of changing or influencing control of CubeSmart. The filing is signed by Elizabeth Schaefer, Senior Vice President and Chief Accounting Officer, on behalf of State Street.
CubeSmart CEO and director Christopher P. Marr reported a disposition of 39,369 shares of common stock on January 31, 2026, coded as transaction type "F" at a price of
He also reported indirect beneficial ownership of additional CubeSmart common shares, including 263,838 shares held by a spousal trust, 2,698 shares held by a second spousal trust, and 20,265 shares held in another trust. A footnote explains that 50,471 common shares are now reported as directly owned following a distribution from a trust to the reporting person.
CubeSmart CEO Christopher P. Marr, who also serves as a director, reported an acquisition of derivative securities tied to CubeSmart. On January 16, 2026, he acquired 78 phantom shares at a reference price of $39.61 per share, bringing his total phantom share balance to 5,880.
These phantom shares were credited through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan. They are not actual CubeSmart stock but book-keeping units payable in cash on a one-for-one basis after he ceases employment with the company. He may reallocate these phantom shares among investment options under the plan, with transfers effective on the first business day of the following calendar quarter.
CubeSmart CFO Timothy M. Martin reported an automatic increase in his deferred compensation holdings through the company’s executive plan. On January 16, 2026, he acquired 299 phantom shares at $39.61 each, credited under the CubeSmart Trust Executive Deferred Compensation Plan via reinvestment of dividend equivalents. Following this transaction, he holds 22,655 phantom shares in this plan. These phantom shares are described as being payable in cash on a one-for-one basis after he ceases employment, and he may reallocate them among investment alternatives under the plan.
CubeSmart Chief Human Resources Officer Jennifer Schulte reported a routine compensation-related transaction involving phantom shares. On 01/16/2026, she acquired 12.881 phantom shares at a reference price of $39.61 per share under the CubeSmart Trust Executive Deferred Compensation Plan, bringing her total phantom share holdings to 975.563, held directly.
The phantom shares were credited through reinvestment of dividend equivalents and are payable in cash on a one-for-one basis after she ceases employment with the company. She may reallocate these phantom shares to other investment alternatives within the plan, with such transfers effective on the first business day of the following calendar quarter.
CubeSmart and its operating partnership, CubeSmart, L.P., filed a Form 8-K to furnish an investor slide presentation. The presentation, dated January 2026 and attached as Exhibit 99.1, may be used in meetings with investors from time to time.
The information in this report, including the slide deck, is furnished under Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits). The company states that this information is being furnished, not filed, so it is not subject to certain Exchange Act liabilities and will only be incorporated into other filings if specifically referenced.
CubeSmart’s chief accounting officer reported new equity awards and vesting activity. On January 1, 2026, the officer acquired 2,635 restricted common units under CubeSmart’s 2007 Equity Incentive Plan at a stated price of $0.0000. These units are subject to forfeiture and vest in three equal parts on January 1, 2027, January 1, 2028, and January 1, 2029, as long as the officer remains employed.
The officer also reported 1,351 common shares from the vesting of performance-based units originally granted on January 1, 2023, at a price of $36.05 per share. In addition, the filing shows a grant of 13,014 stock options with an exercise price of $36.05 per share, expiring on December 31, 2035. These options vest in three equal annual installments on each of the first three anniversaries of the grant date, contingent on continued employment.
CubeSmart reported insider equity activity for its CLO & Secretary on January 1, 2026. The officer received 8,553 restricted common shares at a reported price of $0.0000, which were granted under the company’s 2007 Equity Incentive Plan and are subject to forfeiture. These restricted shares vest in three equal installments on January 1, 2027, January 1, 2028, and January 1, 2029, contingent on continued employment.
The filing also shows 3,514 common shares delivered upon vesting of performance-based units that were originally granted on January 1, 2023, with a listed price of $36.05. In addition, the officer was granted a stock option for 42,237 shares at an exercise price of $36.05, expiring on December 31, 2035. These options vest in three equal annual installments on the first three anniversaries of the grant date, again dependent on continued employment.