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 |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
40
shares
|
$1,698
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
40
shares
|
$1,698
0.0% of portfolio
|
Q2 2025
Reduced 61.17%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
38
shares
|
$1,613
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
36
shares
|
$1,528
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
35
shares
|
$1,486
0.0% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
33
shares
|
$1,401
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
31
shares
|
$1,316
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
30
shares
|
$1,273
0.0% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
25
shares
|
$1,061
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
25
shares
|
$1,061
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
23
shares
|
$976
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
22
shares
|
$934
0.0% of portfolio
|
Q1 2025
Added 633.33%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
22
shares
|
$934
0.0% of portfolio
|
Q3 2023
Added 29.41%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
20
shares
|
$849
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
19
shares
|
$806
0.0% of portfolio
|
Q1 2022
Reduced 55.81%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
18
shares
|
$764
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18
shares
|
$764
0.0% of portfolio
|
Q4 2021
Added 27.78%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
17
shares
|
$721
0.0% of portfolio
|
Q1 2025
Added 240.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
16
shares
|
$679
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
16
shares
|
$679
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
14
shares
|
$594
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
14
shares
|
$594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
12
shares
|
$509
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
10
shares
|
$424
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5
shares
|
$212
0.0% of portfolio
|
Q4 2024
New holding
|