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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
105
shares
|
$4,328
0.0% of portfolio
|
Q2 2025
Reduced 41.34%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
104
shares
|
$4,286
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
100
shares
|
$4,122
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
80
shares
|
$3,297
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
75
shares
|
$3,091
0.0% of portfolio
|
Q1 2025
Reduced 35.34%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
73
shares
|
$3,009
0.0% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
71
shares
|
$2,926
0.0% of portfolio
|
Q2 2025
Added 22.41%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
67
shares
|
$2,761
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
65
shares
|
$2,679
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
64
shares
|
$2,638
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
51
shares
|
$2,102
0.0% of portfolio
|
Q3 2022
Added 24.39%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
50
shares
|
$2,061
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
42
shares
|
$1,731
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
40
shares
|
$1,648
0.0% of portfolio
|
Q2 2025
Reduced 61.17%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
40
shares
|
$1,648
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
38
shares
|
$1,566
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
36
shares
|
$1,483
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
33
shares
|
$1,360
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
25
shares
|
$1,030
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
25
shares
|
$1,030
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
22
shares
|
$906
0.0% of portfolio
|
Q2 2025
Reduced 37.14%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
22
shares
|
$906
0.0% of portfolio
|
Q3 2023
Added 29.41%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
21
shares
|
$865
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
20
shares
|
$824
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
20
shares
|
$824
0.0% of portfolio
|
Q2 2025
Reduced 67.74%
|