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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-13- 37.14% |
$466 - $568
|
22
$907
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25- 19.08% |
$897 - $1.09K
|
106
$4.37K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-33- 14.67% |
$1.18K - $1.44K
|
192
$7.91K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-42- 67.74% |
$1.51K - $1.83K
|
20
$824
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-45- 5.97% |
$1.61K - $1.97K
|
709
$29.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-54- 0.86% |
$1.94K - $2.36K
|
6.2K
$255K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-63- 61.17% |
$2.26K - $2.75K
|
40
$1.65K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-63- 8.69% |
$2.26K - $2.75K
|
662
$27.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-74- 41.34% |
$2.66K - $3.23K
|
105
$4.33K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-102- 1.45% |
$3.66K - $4.46K
|
6.95K
$286K
|
|
|
Aug 11, 2025
Q2 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-130- 2.58% |
$4.66K - $5.68K
|
4.92K
$203K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-134- 37.02% |
$4.81K - $5.85K
|
228
$9.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-135- 8.57% |
$4.84K - $5.9K
|
1.44K
$59.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-135- 0.63% |
$4.84K - $5.9K
|
21.3K
$877K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-169- 0.31% |
$6.06K - $7.38K
|
54.7K
$2.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-173- 94.02% |
$6.21K - $7.56K
|
11
$453
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-179- 1.68% |
$6.42K - $7.82K
|
10.5K
$431K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-207- 2.52% |
$7.43K - $9.04K
|
8.02K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-211- 2.32% |
$7.57K - $9.22K
|
8.89K
$367K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-213- 3.19% |
$7.64K - $9.3K
|
6.47K
$267K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-238- 0.53% |
$8.54K - $10.4K
|
44.3K
$1.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-245- 5.72% |
$8.79K - $10.7K
|
4.04K
$166K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-250- 3.87% |
$8.97K - $10.9K
|
6.21K
$256K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-274- 5.23% |
$9.83K - $12K
|
4.96K
$205K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-309- 31.18% |
$11.1K - $13.5K
|
682
$28.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-353- 2.45% |
$12.7K - $15.4K
|
14K
$579K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-363- 1.4% |
$13K - $15.9K
|
25.6K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-399- 17.77% |
$14.3K - $17.4K
|
1.85K
$76.1K
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-400- 0.43% |
$14.4K - $17.5K
|
92.7K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
SELL
|
- |
-436- 3.98% |
$15.6K - $19K
|
10.5K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-506- 1.8% |
$18.2K - $22.1K
|
27.5K
$1.14M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-524- 1.06% |
$18.8K - $22.9K
|
48.7K
$2.01M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-545- 2.26% |
$19.6K - $23.8K
|
23.6K
$973K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-546- 4.45% |
$19.6K - $23.8K
|
11.7K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-592- 11.06% |
$21.2K - $25.9K
|
4.76K
$196K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-606- 3.65% |
$21.7K - $26.5K
|
16K
$659K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-661- 2.07% |
$23.7K - $28.9K
|
31.3K
$1.29M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-728- 11.55% |
$26.1K - $31.8K
|
5.57K
$230K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-804- 2.27% |
$28.8K - $35.1K
|
34.6K
$1.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-842- 0.99% |
$30.2K - $36.8K
|
84.2K
$3.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-900- 1.86% |
$32.3K - $39.3K
|
47.4K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-963- 11.4% |
$34.6K - $42.1K
|
7.48K
$308K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-974- 21.75% |
$34.9K - $42.5K
|
3.5K
$144K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1K- 4.16% |
$36K - $43.8K
|
23.1K
$952K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.06K- 87.95% |
$38K - $46.2K
|
145
$5.98K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.16K- 8.73% |
$41.7K - $50.8K
|
12.1K
$501K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.18K- 6.16% |
$42.4K - $51.7K
|
18K
$743K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.37K- 22.38% |
$49K - $59.7K
|
4.74K
$195K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.42K- 21.2% |
$50.9K - $61.9K
|
5.27K
$217K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.56K- 4.49% |
$55.8K - $67.9K
|
33K
$1.36M
|