CubeSmart announced tax allocations for 2025 distributions, detailing amounts and classifications for shareholders of common stock.
Quiver AI Summary
CubeSmart announced the tax allocations for its 2025 distributions for common shares, detailing payments of $0.52 per share for four distribution dates in 2025, totaling $2.08 per share. The ordinary dividends were reported as $0.459026 per share across all distributions, with no capital gains or unrecaptured Section 1250 gains. Additionally, the fourth quarter distribution, made on January 16, 2026, is considered a 2026 distribution for tax purposes. CubeSmart is a self-administered real estate investment trust managing 1,514 self-storage properties in the U.S. and aims to address customers' storage needs through accessible and climate-controlled facilities. For more information, visit their website or contact their finance department.
Potential Positives
- CubeSmart announces a total distribution of $2.08 per share for 2025, providing a clear benefit to shareholders.
- The company maintains its position as one of the top three owners and operators of self-storage properties in the U.S., showcasing its significant market presence.
- CubeSmart's consistent distribution payments highlight its stability and commitment to returning value to its investors.
- The company's mission emphasizes innovative solutions and customer care, aligning with a strong customer-focused strategy that can enhance brand loyalty and long-term growth.
Potential Negatives
- The press release focuses heavily on tax allocation details, which may indicate a lack of confidence or stability in the company's financial health if the distributions are lower or less favorable compared to competitors.
- The mention of "applicable partnership interests" with a reported One Year Amount Disclosure and Three Year Amount Disclosure of $0.00 may raise concerns about the company’s attractiveness to existing and potential investors.
- The detailed tax distribution breakdown may overwhelm or confuse investors, potentially leading to a lack of engagement or interest in the company's fiscal performance.
FAQ
What are CubeSmart's 2025 distribution tax allocations?
CubeSmart announced that the 2025 tax allocations for its common shares include ordinary dividends and capital gains.
When are CubeSmart's 2025 distributions payable?
The distributions for 2025 are payable on January 16, April 15, July 15, and October 15, 2025.
How much is the total distribution per share for 2025?
The total distribution per share for CubeSmart in 2025 is $2.08, with each payment being $0.52.
What is the Section 199A dividend for CubeSmart's 2025 distributions?
The Section 199A dividend for CubeSmart's 2025 distributions is $0.243896 per share.
How can I contact CubeSmart for more information?
You can reach CubeSmart by calling 800-800-1717 or visiting their website at www.cubesmart.com for more information.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$CUBE Insider Trading Activity
$CUBE insiders have traded $CUBE stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $CUBE stock by insiders over the last 6 months:
- CHRISTOPHER P MARR (CEO) has made 0 purchases and 2 sales selling 47,604 shares for an estimated $1,739,923.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$CUBE Revenue
$CUBE had revenues of $285.1M in Q3 2025. This is an increase of 5.24% from the same period in the prior year.
You can track CUBE financials on Quiver Quantitative's CUBE stock page.
$CUBE Congressional Stock Trading
Members of Congress have traded $CUBE stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $CUBE stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 08/04 and 1 sale worth up to $15,000 on 08/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$CUBE Hedge Fund Activity
We have seen 243 institutional investors add shares of $CUBE stock to their portfolio, and 227 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed 5,044,722 shares (-99.6%) from their portfolio in Q4 2025, for an estimated $181,862,228
- CENTERSQUARE INVESTMENT MANAGEMENT LLC removed 2,667,668 shares (-99.6%) from their portfolio in Q3 2025, for an estimated $108,467,380
- PRICE T ROWE ASSOCIATES INC /MD/ added 2,098,976 shares (+30.5%) to their portfolio in Q3 2025, for an estimated $85,344,364
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,621,753 shares (-20.3%) from their portfolio in Q3 2025, for an estimated $65,940,476
- PRUDENTIAL FINANCIAL INC added 1,553,477 shares (+703.8%) to their portfolio in Q3 2025, for an estimated $63,164,374
- CITADEL ADVISORS LLC added 1,216,085 shares (+inf%) to their portfolio in Q3 2025, for an estimated $49,446,016
- ALYESKA INVESTMENT GROUP, L.P. added 1,143,464 shares (+36.4%) to their portfolio in Q3 2025, for an estimated $46,493,246
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$CUBE Analyst Ratings
Wall Street analysts have issued reports on $CUBE in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Truist Securities issued a "Buy" rating on 12/16/2025
- Evercore ISI Group issued a "Outperform" rating on 11/03/2025
To track analyst ratings and price targets for $CUBE, check out Quiver Quantitative's $CUBE forecast page.
$CUBE Price Targets
Multiple analysts have issued price targets for $CUBE recently. We have seen 7 analysts offer price targets for $CUBE in the last 6 months, with a median target of $43.0.
Here are some recent targets:
- Brendan Lynch from Barclays set a target price of $43.0 on 01/13/2026
- Michael Goldsmith from UBS set a target price of $37.0 on 01/08/2026
- Michael Lewis from Truist Securities set a target price of $42.0 on 12/16/2025
- Ravi Vaidya from Mizuho set a target price of $38.0 on 12/05/2025
- Steve Sakwa from Evercore ISI Group set a target price of $48.0 on 11/03/2025
- Brad Heffern from RBC Capital set a target price of $46.0 on 11/03/2025
- Smedes Rose from Citigroup set a target price of $43.0 on 08/25/2025
Full Release
MALVERN, Pa., Jan. 20, 2026 (GLOBE NEWSWIRE) -- CubeSmart (NYSE: CUBE) announced today the tax allocations of its 2025 distributions for CubeSmart Common Shares of Beneficial Interest.
The 2025 distributions paid with respect to CubeSmart common stock (CUSIP #229663-109 and traded under ticker symbol CUBE) are as follows:
| Record Date | Payable Date | Total Distribution per Share |
Ordinary Dividend
(Box 1a) |
Total Capital Gain
(Box 2a) |
Unrecaptured Section 1250 Gain
(
1)
(Box 2b) |
Nondividend Distribution
(Box 3) |
Section 199A Dividend
(
2
)
(Box 5) |
Section 897 Capital Gains
(Box 2f) |
|||||||||||||||||
| 1/2/2025 | 1/16/2025 | $ | 0.52 | $ | 0.459026 | $ | 0.000000 | $ | 0.000000 | $ | 0.060974 | $ | 0.459026 | $ |
0.000000
|
||||||||||
| 4/1/2025 | 4/15/2025 | $ | 0.52 | $ | 0.459026 | $ | 0.000000 | $ | 0.000000 | $ | 0.060974 | $ | 0.459026 | $ |
0.000000
|
||||||||||
| 7/1/2025 | 7/15/2025 | $ | 0.52 | $ | 0.459026 | $ | 0.000000 | $ | 0.000000 | $ | 0.060974 | $ | 0.459026 | $ |
0.000000
|
||||||||||
| 10/1/2025 | 10/15/2025 | $ | 0.52 | $ | 0.459026 | $ | 0.000000 | $ | 0.000000 | $ | 0.060974 | $ | 0.459026 | $ |
0.000000
|
||||||||||
| $ | 2.08 | $ | 1.836104 | $ | 0.000000 | $ | 0.000000 | $ | 0.243896 | $ | 1.836104 | $ |
0.000000
|
||||||||||||
(1)
Amounts in Box 2b are included in Box 2a.
(2)
Amounts in Box 5 are included in Box 1a.
The fourth quarter 2025 distribution made to holders of record of common shares as of January 2, 2026 is considered a 2026 distribution for federal income tax purposes.
Pursuant to Treas. Reg. § 1.1061-6(c), the Company reports that for purposes of section 1061 of the Internal Revenue Code, the One Year Amounts Disclosure and the Three Year Amounts Disclosure are $0.00 with respect to direct and indirect holders of “applicable partnership interests.”
About CubeSmart
CubeSmart is a self-administered and self-managed real estate investment trust. CubeSmart owns or manages 1,514 self-storage properties across the United States. According to the 2025 Self Storage Almanac, CubeSmart is one of the top three owners and operators of self-storage properties in the U.S.
The Company’s mission is to simplify the organizational and logistical challenges created by the many life events and business needs of its customers through innovative solutions, unparalleled service, and genuine care. The Company's self-storage properties are designed to offer affordable, easily accessible, and, in most locations, climate-controlled storage space for residential and commercial customers.
For more information about business and personal storage or to learn more about the Company and find a nearby storage facility, visit www.cubesmart.com or call CubeSmart toll free at 800-800-1717.
Company Contact
:
Josh Schutzer
Vice President, Finance
(610) 535-5700
