Institutional Ownership Cube Smart (CUBE)
This table provides information about the institutional ownership of Cube Smart (CUBE). We have compiled data on the 523 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 $6.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
64
shares
|
$2,343
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
64
shares
|
$2,343
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
63
shares
|
$2,307
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
57
shares
|
$2,087
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
55
shares
|
$2,014
0.0% of portfolio
|
Q4 2025
Reduced 93.17%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
49
shares
|
$1,794
0.0% of portfolio
|
Q3 2025
Reduced 86.9%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
47
shares
|
$1,721
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
46
shares
|
$1,684
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
42
shares
|
$1,538
0.0% of portfolio
|
Q4 2025
Added 223.08%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
40
shares
|
$1,464
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
38
shares
|
$1,391
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
36
shares
|
$1,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
36
shares
|
$1,318
0.0% of portfolio
|
Q3 2025
Reduced 75.17%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
35
shares
|
$1,281
0.0% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
33
shares
|
$1,208
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
25
shares
|
$915
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
25
shares
|
$915
0.0% of portfolio
|
Q3 2025
Added 92.31%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
22
shares
|
$805
0.0% of portfolio
|
Q3 2023
Added 29.41%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
20
shares
|
$732
0.0% of portfolio
|
Q2 2025
Reduced 67.74%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
20
shares
|
$732
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
20
shares
|
$732
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
19
shares
|
$695
0.0% of portfolio
|
Q1 2022
Reduced 55.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18
shares
|
$659
0.0% of portfolio
|
Q4 2021
Added 27.78%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
16
shares
|
$585
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
16
shares
|
$585
0.0% of portfolio
|
Q4 2021
New holding
|
|