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 |
|---|---|---|---|---|---|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
2,157
shares
|
$88,911
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,077
shares
|
$85,613
3.39% of portfolio
|
Q3 2024
Reduced 97.28%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,973
shares
|
$81,327
0.0% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,915
shares
|
$78,936
0.0% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,846
shares
|
$76,092
0.0% of portfolio
|
Q2 2025
Reduced 17.77%
|
|
|
Zimmer Partners, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,761
shares
|
$72,588
0.0% of portfolio
|
Q2 2025
Reduced 97.38%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,680
shares
|
$69,249
0.0% of portfolio
|
Q2 2025
Added 82.81%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
1,651
shares
|
$68,054
0.0% of portfolio
|
Q2 2025
Added 1776.14%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,532
shares
|
$63,149
0.0% of portfolio
|
Q2 2025
Added 737.16%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,462
shares
|
$60,263
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,443
shares
|
$59,480
0.0% of portfolio
|
Q1 2025
Added 28.27%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,440
shares
|
$59,356
0.04% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,409
shares
|
$58,078
0.0% of portfolio
|
Q2 2025
Added 355.99%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,326
shares
|
$54,657
0.16% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,291
shares
|
$53,215
0.01% of portfolio
|
Q2 2025
Added 146.17%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,208
shares
|
$49,793
0.0% of portfolio
|
Q2 2025
Added 73.31%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
1,207
shares
|
$49,752
0.0% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,128
shares
|
$46,496
0.0% of portfolio
|
Q2 2025
Added 22.61%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
996
shares
|
$41,055
0.0% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
987
shares
|
$40,684
0.0% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
914
shares
|
$37,675
0.0% of portfolio
|
Q1 2025
Added 131.98%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
893
shares
|
$36,809
0.0% of portfolio
|
Q2 2025
Added 174.77%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
845
shares
|
$34,830
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
821
shares
|
$33,841
0.01% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
814
shares
|
$33,553
0.0% of portfolio
|
Q2 2025
Added 3.3%
|