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 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 (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.
CubeSmart is registering 13,510,817 common shares for sale under an equity distribution agreement.
The shares may be sold from time to time "at the market" through multiple sales agents (including Wells Fargo Securities, Barclays, BMO, BofA, BTIG, Goldman Sachs, Jefferies, Regions and Truist) and may involve forward sale agreements and borrowed-share hedging. Net proceeds from shares sold by the issuer will be contributed to CubeSmart, L.P. in exchange for OP Units, and the Operating Partnership intends to use proceeds for repayment of debt, acquisitions, developments, joint ventures, capital expenditures and working capital. The prospectus supplement notes the NYSE symbol CUBE and a last reported sale price of $41.14 on February 27, 2026.
CubeSmart filed a universal shelf registration statement on March 2, 2026 on Form S-3 to register a variety of securities for issuance from time to time after the registration statement becomes effective. The shelf covers common shares, preferred shares, depositary shares, subscription rights, warrants, guarantees and debt securities of CubeSmart, L.P.
The prospectus permits resale of common shares by selling securityholders from time to time; CubeSmart states it will not receive proceeds from such resales. CubeSmart’s declaration of trust authorizes 440,000,000 shares (400,000,000 common; 40,000,000 preferred). The Operating Partnership was 99.6% owned by CubeSmart as of December 31, 2025.
CubeSmart and its operating partnership filed a current report describing that they are furnishing an investor slide presentation as Exhibit 99.1, dated March 2026. The material is provided under Items 2.02 (results of operations and financial condition) and 7.01 (Regulation FD disclosure) and is expressly treated as “furnished,” not “filed,” under securities laws.
CubeSmart and its operating partnership file their annual report describing a large U.S. self-storage platform and 2025 activity. As of December 31, 2025, they owned or partially owned 662 properties totaling about 48.4 million rentable square feet, with 88.1% of that space leased to roughly 399,000 customers, and managed 862 additional third‑party stores.
In 2025 they completed acquisitions of 30 stores for an aggregate transaction price of $501,785,000, following 18 acquired stores in 2024 and one in 2023, plus one 2023 disposition. Their debt to total enterprise value ratio was approximately 29.3% at year‑end 2025 compared with 23.3% a year earlier, and debt to undepreciated total assets rose to about 40.5% from 37.4%.
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 $78.7 million from $101.9 million, with diluted EPS down to $0.34 from $0.45. Full-year 2025 net income declined to $333.8 million from $391.2 million, and FFO, as adjusted, per diluted share slipped to $2.58 from $2.63.
Same-store revenue in Q4 edged down 0.1% and same-store NOI decreased 1.1%, with period-end occupancy at 88.6%. The company remained active on capital allocation, acquiring properties including the remaining 80% of a 28-store venture for $452.8 million, repurchasing $31.9 million of shares, and raising its quarterly dividend 1.9% to $0.53. For 2026, CubeSmart guides to diluted EPS of $1.55–$1.63 and FFO, as adjusted, of $2.52–$2.60 per diluted share.
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.