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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
768
shares
|
$31,656
0.0% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
709
shares
|
$29,224
0.0% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
694
shares
|
$28,606
0.01% of portfolio
|
Q2 2025
Added 308.24%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
682
shares
|
$28,112
0.0% of portfolio
|
Q2 2025
Reduced 31.18%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
663
shares
|
$27,328
0.0% of portfolio
|
Q2 2025
Added 40.47%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
662
shares
|
$27,287
0.0% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
609
shares
|
$25,102
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
586
shares
|
$24,154
0.0% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
578
shares
|
$23,825
0.0% of portfolio
|
Q2 2025
Added 45.59%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
537
shares
|
$22,135
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
519
shares
|
$21,393
0.0% of portfolio
|
Q2 2025
Reduced 87.75%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
453
shares
|
$18,672
0.0% of portfolio
|
Q2 2025
Added 520.55%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
420
shares
|
$17,312
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
415
shares
|
$17,106
0.0% of portfolio
|
Q3 2023
Reduced 39.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
406
shares
|
$16,735
0.0% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
400
shares
|
$16,488
0.01% of portfolio
|
Q2 2021
Added 15.94%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
389
shares
|
$16,034
0.01% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
374
shares
|
$15,416
0.0% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
326
shares
|
$13,437
0.0% of portfolio
|
Q2 2022
Added 37.55%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
310
shares
|
$12,778
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
304
shares
|
$12,530
0.0% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
304
shares
|
$12,530
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
300
shares
|
$12,366
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
292
shares
|
$12,036
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
279
shares
|
$11,500
0.0% of portfolio
|
Q2 2025
Reduced 91.43%
|