CubeSmart filings document the regulatory record for a self-administered and self-managed self-storage REIT and its operating partnership, CubeSmart, L.P. Form 8-K reports furnish earnings releases, investor presentation materials, and Regulation FD disclosures tied to operating results. The filings also identify the company’s common shares traded on the New York Stock Exchange under CUBE.
Definitive proxy materials describe corporate governance and shareholder voting matters, including discussion of portfolio strategy, external growth, and capital allocation within the self-storage business. The record also covers capital-structure disclosures for the REIT and its operating partnership.
CubeSmart reported a Schedule 13G filing showing Vanguard Portfolio Management beneficially owns 19,460,610 shares of Common Stock, equal to 8.56% of the class. The filing lists 27,397 shares of sole voting power and sole dispositive power over 19,460,610 shares. The filing is signed by Ashley Grim.
CubeSmart reported that Chief Human Resources Officer Jennifer Schulte acquired 13.275 phantom shares on the company’s deferred compensation plan. These units came from reinvested dividend equivalents at a reference price of $38.95 per share and are payable in cash on a one-for-one basis after she leaves the company.
Following this grant, Schulte holds a total of 988.838 phantom shares, which track the value of CubeSmart common stock but do not represent actual shares and can be reallocated to other investment options under the plan.
CubeSmart CFO Timothy M. Martin acquired 308 phantom shares as a compensation-related award. These phantom shares were credited on April 15, 2026 at $38.95 per share through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan.
The phantom shares are payable in cash on a one-for-one basis after he ceases employment with the company, and he may later reallocate this deemed investment into other plan options. Following this grant, his balance in this phantom share account totals 22,963 phantom shares.
CubeSmart CEO and director Christopher P. Marr acquired 80 phantom shares on April 15, 2026 through a grant classified as a derivative award. Each phantom share tracks the value of CubeSmart common stock at a reference price of $38.95 per unit.
These phantom shares were obtained via reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan and are payable in cash on a one-for-one basis after he ceases employment with the company. Following this transaction, his phantom share balance under the plan increased to 5,960 units.
CubeSmart outlines its governance and executive pay practices. The Board maintains Corporate Governance Guidelines, a Code of Business Conduct and Ethics, and committee charters, all available on its investor website, and has adopted an Insider Trading Compliance Policy filed with its Form 10-K.
The Board determined that all Trustees and nominees except CEO Christopher P. Marr are independent under NYSE rules, and the Compensation Committee is fully independent. The committee oversees annual risk reviews and reported no significant risks from compensation policies in 2025.
The company uses a formal Equity Grant Policy, market-based option strike prices, and share ownership guidelines requiring the CEO to hold stock worth five times salary and other officers to hold lower multiples. A Clawback Policy aligned with SEC and NYSE rules allows recovery of excess incentive pay after certain restatements.
Pay-versus-performance disclosure shows 2025 CEO summary compensation of $9,177,452 versus “compensation actually paid” of $5,297,246, average Non-PEO NEO compensation actually paid of $1,232,559, company TSR of $130.85 versus peer TSR of $126.71, net income of $331,317 thousand, and FFO per share, as adjusted, of $2.58.
CubeSmart (CUBE) is the subject of an amended Schedule 13G/A filed by The Vanguard Group reporting zero shares beneficially owned and 0% of the common stock. The filing explains an internal realignment effective January 12, 2026 that disaggregated certain Vanguard subsidiaries and business divisions, and notes those entities will report separately in reliance on SEC Release No. 34-39538.
The filing is administrative: it states Vanguard and its affiliates no longer claim beneficial ownership for the shares held by the disaggregated subsidiaries, and affirms no single outside person holds more than 5% of the class within the reported grouping. The form is signed by Ashley Grim on March 26, 2026.
CubeSmart executive Jeffrey P. Foster, the company’s CLO & Secretary, reported same-day option exercise and share sale activity. On March 3, 2026, he exercised a stock option for 23,148 shares that had vested in prior years at an exercise price of $26.30 per share, receiving 23,148 shares of common stock.
That same day, he sold 23,148 common shares in an open-market transaction at an average price of $41.0152 per share. After these transactions, Foster directly owned 205,057 shares of CubeSmart common stock.
CubeSmart and its operating partnership filed a current report mainly to add legal support documents for a previously filed securities prospectus supplement dated March 2, 2026. The company is providing a law firm’s opinion that its common shares are legally issued and another opinion covering certain tax matters.
Both opinions, from Troutman Pepper Locke LLP, are attached as exhibits, along with related consents. This is an administrative step that helps backstop the company’s ability to offer its common shares under the prospectus supplement.