Institutional Ownership Cube Smart (CUBE)
This table provides information about the institutional ownership of Cube Smart (CUBE). We have compiled data on the 501 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $8.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
7,108
shares
|
$292,991
0.03% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
7,069
shares
|
$291,384
0.0% of portfolio
|
Q2 2025
Reduced 47.34%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
6,948
shares
|
$286,396
0.01% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
6,807
shares
|
$280,584
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
6,800
shares
|
$280,296
0.02% of portfolio
|
Q2 2025
Reduced 23.6%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
6,786
shares
|
$279,718
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
6,534
shares
|
$269,331
0.01% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
6,470
shares
|
$266,693
0.04% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,403
shares
|
$263,931
0.01% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
6,205
shares
|
$255,770
0.0% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
6,197
shares
|
$255,440
0.02% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
6,192
shares
|
$255,234
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
6,142
shares
|
$253,173
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
6,032
shares
|
$248,639
0.03% of portfolio
|
Q2 2025
Added 24.32%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,993
shares
|
$247,031
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
5,989
shares
|
$246,866
0.0% of portfolio
|
Q2 2025
Reduced 34.96%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
5,989
shares
|
$246,866
0.06% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
Aug 13, 2025 Q2 2025 |
5,800
shares
|
$239,076
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Aug 13, 2025 Q2 2025 |
5,654
shares
|
$233,057
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Worth Venture Partners, LLC
Fort Lee, NJ |
Aug 12, 2025 Q2 2025 |
5,600
shares
|
$230,832
2.34% of portfolio
|
Q2 2025
New holding
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
5,594
shares
|
$230,584
0.0% of portfolio
|
Q2 2025
Reduced 64.62%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
5,574
shares
|
$229,760
0.05% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
5,572
shares
|
$229,677
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
5,548
shares
|
$228,688
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
5,467
shares
|
$225,349
0.01% of portfolio
|
Q2 2025
Added 1.88%
|