Purchases and Sales Made in Q4 2023 in Cube Smart (CUBE)
This table provides information about the institutional ownership of Cube Smart (CUBE) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.32KNew |
$210K - $300K
|
6.32K
$288K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.02KNew |
$200K - $286K
|
6.02K
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
5.82KNew |
$194K - $276K
|
5.82K
$265K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
5.73K+ 31.98% |
$191K - $272K
|
23.6K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.5KNew |
$183K - $261K
|
5.5K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
5.5KNew |
$183K - $261K
|
5.5K
$251K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
5.45K+ 16.78% |
$181K - $258K
|
37.9K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.4KNew |
$180K - $256K
|
5.4K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
BUY
|
- |
5.39K+ 1.77% |
$179K - $256K
|
310K
$14.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
5.35K+ 10.91% |
$178K - $254K
|
54.4K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.12K+ 41.2% |
$170K - $243K
|
17.5K
$798K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
5.05KNew |
$168K - $239K
|
5.05K
$230K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.05KNew |
$168K - $239K
|
5.05K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.97K+ 1.92% |
$165K - $236K
|
264K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.97K+ 5.99% |
$165K - $236K
|
87.9K
$4M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.95KNew |
$165K - $235K
|
4.95K
$225K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.89KNew |
$163K - $232K
|
4.89K
$223K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.87K+ 25.06% |
$162K - $231K
|
24.3K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
American Assets Investment Management, LLC
|
BUY
|
- |
4.8KNew |
$160K - $228K
|
4.8K
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.78K+ 30.51% |
$159K - $227K
|
20.4K
$931K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.75KNew |
$158K - $225K
|
4.75K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.63KNew |
$154K - $220K
|
4.63K
$211K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.42KNew |
$147K - $210K
|
4.42K
$201K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.4KNew |
$146K - $209K
|
4.4K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.35KNew |
$145K - $206K
|
4.35K
$198K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
4.1KNew |
$136K - $194K
|
4.1K
$187K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.48K+ 2486.43% |
$116K - $165K
|
3.62K
$165K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
3.32K+ 1.74% |
$110K - $157K
|
194K
$8.85M
|
|
|
Jan 04, 2024
Q4 2023
|
Pensionfund Dsm Netherlands
|
BUY
|
- |
3K+ 4.93% |
$99.8K - $142K
|
63.8K
$2.91M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.93K+ 0.71% |
$97.5K - $139K
|
418K
$19M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.93K+ 15.68% |
$97.4K - $139K
|
21.6K
$984K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.86K+ 13.34% |
$95.2K - $136K
|
24.3K
$1.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
2.68KNew |
$89K - $127K
|
2.68K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.33K+ 21.24% |
$77.6K - $111K
|
13.3K
$606K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.25KNew |
$74.9K - $107K
|
2.25K
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.59K+ 13.11% |
$52.8K - $75.3K
|
13.7K
$624K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.58K+ 12.01% |
$52.7K - $75.1K
|
14.8K
$672K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.58K+ 24.68% |
$52.5K - $74.8K
|
7.97K
$363K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
1.44K+ 0.87% |
$47.9K - $68.2K
|
166K
$7.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
1.37K+ 12.23% |
$45.5K - $64.9K
|
12.6K
$572K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.36K+ 10.78% |
$45.3K - $64.5K
|
14K
$637K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.34K+ 9.14% |
$44.7K - $63.7K
|
16K
$730K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
1.29K+ 1845.71% |
$43K - $61.3K
|
1.36K
$62K
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.29K+ 8.37% |
$42.9K - $61.1K
|
16.7K
$760K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.26K+ 8.28% |
$41.8K - $59.5K
|
16.4K
$747K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
1.12K+ 12.12% |
$37.2K - $53K
|
10.3K
$471K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
988+ 0.97% |
$32.9K - $46.9K
|
102K
$4.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
956+ 3.57% |
$31.8K - $45.3K
|
27.8K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
929+ 0.15% |
$30.9K - $44.1K
|
609K
$27.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
916+ 6.77% |
$30.5K - $43.4K
|
14.4K
$658K
|