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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
362
shares
|
$15,370
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
342
shares
|
$14,521
0.0% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
326
shares
|
$13,841
0.0% of portfolio
|
Q2 2022
Added 37.55%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
325
shares
|
$13,799
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
320
shares
|
$13,587
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
310
shares
|
$13,162
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
309
shares
|
$13,120
0.0% of portfolio
|
Q1 2025
Added 29.83%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
304
shares
|
$12,907
0.0% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
300
shares
|
$12,738
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
296
shares
|
$12,568
0.0% of portfolio
|
Q1 2025
Added 68.18%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
279
shares
|
$11,846
0.0% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
256
shares
|
$10,869
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
255
shares
|
$10,827
0.0% of portfolio
|
Q4 2024
Reduced 25.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
225
shares
|
$9,553
0.0% of portfolio
|
Q1 2025
Reduced 16.36%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
220
shares
|
$9,341
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
213
shares
|
$9,043
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
200
shares
|
$8,492
0.0% of portfolio
|
Q2 2023
Reduced 74.09%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
200
shares
|
$8,492
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
184
shares
|
$7,812
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
184
shares
|
$7,812
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
183
shares
|
$7,770
0.0% of portfolio
|
Q1 2025
Added 38.64%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
183
shares
|
$7,770
0.01% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
180
shares
|
$7,642
0.0% of portfolio
|
Q1 2025
Added 47.54%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
179
shares
|
$7,600
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
170
shares
|
$7,218
0.0% of portfolio
|
Q1 2025
New holding
|