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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
162
shares
|
$6,878
0.0% of portfolio
|
Q1 2025
Added 70.53%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
156
shares
|
$6,623
0.0% of portfolio
|
Q4 2023
Reduced 13.81%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
153
shares
|
$6,496
0.0% of portfolio
|
Q4 2023
Added 302.63%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
153
shares
|
$6,496
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
141
shares
|
$5,986
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
139
shares
|
$5,901
0.0% of portfolio
|
Q2 2024
Added 172.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
131
shares
|
$5,562
0.0% of portfolio
|
Q1 2025
Added 23.58%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
112
shares
|
$4,755
0.0% of portfolio
|
Q1 2025
Reduced 25.83%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
88
shares
|
$3,736
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
85
shares
|
$3,609
0.0% of portfolio
|
Q3 2024
Reduced 92.98%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
80
shares
|
$3,396
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
75
shares
|
$3,184
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
75
shares
|
$3,184
0.0% of portfolio
|
Q1 2025
Reduced 35.34%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
73
shares
|
$3,099
0.0% of portfolio
|
Q1 2025
Reduced 36.52%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
72
shares
|
$3,057
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
67
shares
|
$2,844
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
65
shares
|
$2,759
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
62
shares
|
$2,632
0.0% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
58
shares
|
$2,462
0.0% of portfolio
|
Q1 2025
Added 152.17%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
51
shares
|
$2,165
0.0% of portfolio
|
Q3 2022
Added 24.39%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
50
shares
|
$2,123
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
49
shares
|
$2,080
0.0% of portfolio
|
Q1 2025
Reduced 52.43%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
48
shares
|
$2,038
0.0% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
42
shares
|
$1,783
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
42
shares
|
$1,783
0.0% of portfolio
|
Q1 2025
New holding
|