Institutional Ownership Cube Smart (CUBE)
This table provides information about the institutional ownership of Cube Smart (CUBE). We have compiled data on the 483 institutions that hold shares in the stock, with a total of 195 Million shares, which have been reported (via 13F filing form) to have a value of $8.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
991
shares
|
$42,077
0.0% of portfolio
|
Q1 2025
Reduced 18.3%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
987
shares
|
$41,908
0.01% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
936
shares
|
$39,742
0.0% of portfolio
|
Q1 2025
Added 115.17%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
919
shares
|
$39,020
0.0% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
914
shares
|
$38,808
0.0% of portfolio
|
Q1 2025
Added 131.98%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
845
shares
|
$35,878
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
821
shares
|
$34,859
0.01% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
788
shares
|
$33,458
0.0% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
769
shares
|
$32,651
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
754
shares
|
$32,014
0.0% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
725
shares
|
$30,783
0.0% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
697
shares
|
$29,594
0.0% of portfolio
|
Q1 2025
Reduced 90.17%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
667
shares
|
$28,320
0.04% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
609
shares
|
$25,858
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
586
shares
|
$24,881
0.0% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
505
shares
|
$21,442
0.0% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
472
shares
|
$20,041
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
420
shares
|
$17,833
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
416
shares
|
$17,663
0.01% of portfolio
|
Q1 2025
Reduced 96.0%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
415
shares
|
$17,620
0.0% of portfolio
|
Q3 2023
Reduced 39.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
401
shares
|
$17,026
0.0% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
400
shares
|
$16,984
0.01% of portfolio
|
Q2 2021
Added 15.94%
|
|
|
Aew Capital Management L P
|
May 14, 2025 Q1 2025 |
400
shares
|
$16,984
0.0% of portfolio
|
Q4 2024
Reduced 69.23%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
397
shares
|
$16,856
0.0% of portfolio
|
Q1 2025
Reduced 28.98%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
389
shares
|
$16,516
0.01% of portfolio
|
Q2 2025
Added 4.57%
|