Institutional Ownership Cube Smart (CUBE)
This table provides information about the institutional ownership of Cube Smart (CUBE). We have compiled data on the 520 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $7.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,462
shares
|
$53,538
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,408
shares
|
$51,560
0.0% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,261
shares
|
$46,177
0.0% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
1,250
shares
|
$45,775
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
1,207
shares
|
$44,200
0.0% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,174
shares
|
$42,991
0.01% of portfolio
|
Q3 2025
Reduced 81.85%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,061
shares
|
$38,853
0.0% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
1,039
shares
|
$38,048
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
977
shares
|
$35,777
0.0% of portfolio
|
Q3 2025
Added 43.26%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
914
shares
|
$33,470
0.0% of portfolio
|
Q1 2025
Added 131.98%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
845
shares
|
$30,943
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
836
shares
|
$30,614
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
821
shares
|
$30,065
0.01% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
805
shares
|
$29,479
0.01% of portfolio
|
Q3 2025
Added 15.99%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
706
shares
|
$25,853
0.0% of portfolio
|
Q3 2025
Added 209.65%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
695
shares
|
$25,450
0.0% of portfolio
|
Q3 2025
Added 33.91%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
684
shares
|
$25,048
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
663
shares
|
$24,279
0.0% of portfolio
|
Q2 2025
Added 40.47%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
622
shares
|
$22,777
0.0% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
609
shares
|
$22,301
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
600
shares
|
$21,972
0.0% of portfolio
|
Q3 2025
Reduced 15.37%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
571
shares
|
$20,910
0.01% of portfolio
|
Q3 2025
Added 104.66%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Nov 24, 2025 Q3 2025 |
548
shares
|
$20,067
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
512
shares
|
$18,749
0.0% of portfolio
|
Q3 2025
Reduced 99.55%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
480
shares
|
$17,577
0.0% of portfolio
|
Q3 2025
Reduced 68.67%
|
|