Institutional Ownership Cube Smart (CUBE)
This table provides information about the institutional ownership of Cube Smart (CUBE). We have compiled data on the 518 institutions that hold shares in the stock, with a total of 189 Million shares, which have been reported (via 13F filing form) to have a value of $6.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
450
shares
|
$16,479
0.01% of portfolio
|
Q4 2025
Reduced 80.14%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
447
shares
|
$16,369
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
420
shares
|
$15,380
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
415
shares
|
$15,197
0.0% of portfolio
|
Q3 2023
Reduced 39.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
411
shares
|
$15,050
0.0% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
400
shares
|
$14,647
0.01% of portfolio
|
Q2 2021
Added 15.94%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
381
shares
|
$13,952
0.01% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
371
shares
|
$13,586
0.01% of portfolio
|
Q3 2025
Added 102.73%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
360
shares
|
$13,183
0.0% of portfolio
|
Q3 2025
Reduced 63.53%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
326
shares
|
$11,938
0.0% of portfolio
|
Q2 2022
Added 37.55%
|
|
|
Peregrine Capital Management LLC
|
Oct 23, 2025 Q3 2025 |
310
shares
|
$11,352
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
310
shares
|
$11,352
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
300
shares
|
$10,986
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
300
shares
|
$10,986
0.0% of portfolio
|
Q4 2025
Reduced 2.6%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
300
shares
|
$10,986
0.0% of portfolio
|
Q3 2025
Reduced 66.41%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
293
shares
|
$10,729
0.01% of portfolio
|
Q3 2025
Added 77.58%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
266
shares
|
$9,740
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
260
shares
|
$9,521
0.0% of portfolio
|
Q3 2025
Added 35.42%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
251
shares
|
$9,191
0.0% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
236
shares
|
$8,642
0.0% of portfolio
|
Q3 2025
Reduced 59.17%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
220
shares
|
$8,056
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
204
shares
|
$7,470
0.0% of portfolio
|
Q3 2025
Reduced 26.88%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
200
shares
|
$7,323
0.0% of portfolio
|
Q2 2023
Reduced 74.09%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
200
shares
|
$7,323
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
197
shares
|
$7,214
0.0% of portfolio
|
Q3 2025
Added 8.24%
|
|