Purchases and Sales Made in Q2 2025 in Cube Smart (CUBE)
This table provides information about the institutional ownership of Cube Smart (CUBE) during Q2 2025. The information is specifically focused on institutions that hold shares of CubeSmart.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
188+ 5.05% |
$6.75K - $8.21K
|
3.91K
$161K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
183New |
$6.57K - $7.99K
|
183
$7.54K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
181+ 45.59% |
$6.49K - $7.91K
|
578
$23.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
175+ 3.73% |
$6.28K - $7.64K
|
4.87K
$201K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
165New |
$5.92K - $7.21K
|
165
$6.8K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
143+ 0.07% |
$5.13K - $6.25K
|
208K
$8.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
133+ 118.75% |
$4.77K - $5.81K
|
245
$10.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
118+ 6.57% |
$4.23K - $5.15K
|
1.92K
$78.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
104New |
$3.73K - $4.54K
|
104
$4.29K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
101+ 1.88% |
$3.62K - $4.41K
|
5.47K
$225K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
100New |
$3.59K - $4.37K
|
100
$4.12K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
94+ 1.34% |
$3.37K - $4.11K
|
7.11K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
92+ 0.98% |
$3.3K - $4.02K
|
9.48K
$391K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
89+ 1.18% |
$3.19K - $3.89K
|
7.64K
$315K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
80+ 258.06% |
$2.87K - $3.49K
|
111
$4.58K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
74+ 0.05% |
$2.66K - $3.23K
|
160K
$6.59M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
64New |
$2.3K - $2.8K
|
64
$2.64K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
60+ 6.41% |
$2.15K - $2.62K
|
996
$41.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
42+ 3.61% |
$1.51K - $1.83K
|
1.21K
$49.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
42+ 1.93% |
$1.51K - $1.83K
|
2.22K
$91.6K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
32+ 9.36% |
$1.15K - $1.4K
|
374
$15.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26+ 3.3% |
$933 - $1.14K
|
814
$33.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
26+ 0.24% |
$933 - $1.14K
|
11K
$455K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25New |
$897 - $1.09K
|
25
$1.03K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21+ 3.72% |
$753 - $917
|
586
$24.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20+ 12.35% |
$718 - $874
|
182
$7.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
17+ 4.57% |
$610 - $743
|
389
$16K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13+ 22.41% |
$466 - $568
|
71
$2.93K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 8.33% |
$466 - $568
|
169
$6.97K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
12New |
$431 - $524
|
12
$495
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10New |
$359 - $437
|
10
$412
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 100.0% |
$359 - $437
|
20
$824
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
7+ 50.0% |
$251 - $306
|
21
$866
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
6New |
$215 - $262
|
6
$247
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 3.33% |
$215 - $262
|
186
$7.67K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6New |
$215 - $262
|
6
$247
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6New |
$215 - $262
|
6
$247
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 1.25% |
$179 - $218
|
406
$16.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4New |
$144 - $175
|
4
$165
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3+ 0.02% |
$108 - $131
|
12.5K
$514K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 1.1% |
$71.8 - $87.4
|
183
$7.54K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2New |
$71.8 - $87.4
|
2
$82.4
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 1.39% |
$35.9 - $43.7
|
73
$3.01K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1+ 8.33% |
$35.9 - $43.7
|
13
$536
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 0.13% |
$35.9 - $43.7
|
768
$31.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7- 31.82% |
$251 - $306
|
15
$618
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-8- 4.35% |
$287 - $349
|
176
$7.25K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-11- 64.71% |
$395 - $480
|
6
$247
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-13- 52.0% |
$466 - $568
|
12
$495
|