Institutional Ownership Cube Smart (CUBE)
This table provides information about the institutional ownership of Cube Smart (CUBE). We have compiled data on the 471 institutions that hold shares in the stock, with a total of 191 Million shares, which have been reported (via 13F filing form) to have a value of $8.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
962
shares
|
$43,809
0.0% of portfolio
|
Q3 2024
Added 79.14%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
845
shares
|
$38,481
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
834
shares
|
$37,980
0.0% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
821
shares
|
$37,388
0.01% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
800
shares
|
$36,432
0.01% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
767
shares
|
$34,929
0.0% of portfolio
|
Q3 2024
Reduced 70.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
763
shares
|
$34,747
0.0% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
744
shares
|
$33,881
0.0% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
652
shares
|
$29,692
0.05% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
609
shares
|
$27,733
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
596
shares
|
$27,141
0.01% of portfolio
|
Q2 2024
Reduced 57.79%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
591
shares
|
$26,914
0.0% of portfolio
|
Q3 2024
Added 302.04%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
587
shares
|
$26,731
0.02% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
580
shares
|
$26,413
0.0% of portfolio
|
Q1 2024
Added 339.39%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
559
shares
|
$25,456
0.0% of portfolio
|
Q2 2024
Added 136.86%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
511
shares
|
$23,270
0.0% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
472
shares
|
$21,494
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
428
shares
|
$19,491
0.0% of portfolio
|
Q3 2024
Reduced 11.57%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
420
shares
|
$19,126
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
415
shares
|
$18,899
0.01% of portfolio
|
Q3 2023
Reduced 39.42%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
412
shares
|
$18,762
0.01% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
409
shares
|
$18,625
0.01% of portfolio
|
Q3 2024
Reduced 99.42%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
400
shares
|
$18,216
0.01% of portfolio
|
Q2 2021
Added 15.94%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
394
shares
|
$17,942
0.0% of portfolio
|
Q2 2024
Added 13.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
392
shares
|
$17,851
0.0% of portfolio
|
Q3 2024
Added 243.86%
|