CubesmartCUBE
13F holders, Q1 2024 (March 31)426holders
6famous investors
$45.23avg. 13F price*
At the end of Q1 2024, 426 institutions reported holding Cubesmart (CUBE) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.4B), BlackRock Inc. ($1.2B) and FMR LLC ($776.4M). 6 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Cubesmart
- CUSIP
- 229663109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $129.9M |
| Exits | 56 | $190.1M |
Ownership 426 holders
| Vanguard Group Inc. | 0.03% | Add +0.9% | 31,917,644 | $1.4B |
| BlackRock Inc. | 0.03% | Add +0.4% | 26,022,012 | $1.2B |
| FMR LLC | 0.05% | Add +22.1% | 17,169,987 | $776.4M |
| State Street Corp. | 0.02% | Reduce -9.1% | 11,350,730 | $519.0M |
| Norges Bank | 0.07% | Add +1.4% | 9,732,909 | $440.1M |
| T. Rowe Price Investment Management, Inc. | 0.18% | Add +3.2% | 6,482,499 | $293.1M |
| T. Rowe Price Associates Inc. | 0.03% | Add +26.9% | 5,687,536 | $257.2M |
| JPMorgan Chase & Co. | 0.02% | Reduce -18.4% | 5,092,750 | $230.3M |
| Geode Capital Management, LLC | 0.02% | Add +4.1% | 4,412,517 | $199.6M |
| Deutsche Bank AG | 0.08% | Add +28.7% | 3,901,238 | $176.4M |
| Allspring Global Investments Holdings, LLC | 0.27% | Add +0.3% | 3,850,149 | $174.1M |
| Invesco Ltd. | 0.04% | Reduce -29.1% | 3,588,206 | $162.3M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.6% | 3,209,916 | $145.2M |
| Massachusetts Financial Services Co. | 0.04% | Add +11.8% | 3,138,169 | $141.9M |
| Truist Financial Corp. | 0.21% | Reduce -11.4% | 3,115,054 | $140.9M |
| Resolution Capital Ltd | 2.42% | Reduce -24.6% | 2,990,539 | $135.2M |
| Capital Research Global Investors | 0.03% | Add +0.0% | 2,952,126 | $133.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +2.1% | 2,900,929 | $131.2M |
| CBRE Investment Management Listed Real Assets LLC | 2.27% | Reduce -11.3% | 2,701,660 | $122.2M |
| Morgan Stanley | 0.01% | Reduce -0.3% | 2,678,357 | $121.1M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.47% | Reduce -4.7% | 2,566,872 | $116.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.4% | 2,470,894 | $111.7M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.37% | Add +27.1% | 2,424,873 | $109.7M |
| Northern Trust Corp. | 0.02% | Reduce -3.3% | 2,402,510 | $108.6M |
| Duff & Phelps Investment Management Co. | 1.20% | Reduce -16.1% | 2,223,554 | $100.5M |
| Balyasny Asset Management L.P. | 0.22% | Add +558.8% | 1,845,434 | $83.5M |
| Janus Henderson Group PLC | 0.04% | Add +1575.2% | 1,820,434 | $82.3M |
| Legal & General Group Plc | 0.02% | Reduce -1.0% | 1,759,062 | $79.5M |
| Russell Investments Group, Ltd. | 0.12% | Add +15.5% | 1,701,388 | $76.9M |
| Alliancebernstein L.P. | 0.03% | Reduce -28.7% | 1,580,827 | $71.5M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -4.4% | 1,577,476 | $71.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -4.8% | 1,194,914 | $54.0M |
| TimesSquare Capital Management, LLC | 0.71% | New | 1,077,305 | $48.7M |
| Wellington Management Group LLP | 0.01% | Reduce -41.4% | 1,028,975 | $46.5M |
| Bank of America Corp. | 0.00% | Add +1.9% | 1,013,902 | $45.8M |
| Epoch Investment Partners, Inc. | 0.19% | Reduce -2.4% | 935,189 | $42.3M |
| Boston Trust Walden Corp | 0.28% | Add +0.2% | 861,195 | $38.9M |
| Principal Financial Group Inc. | 0.02% | Add +2.5% | 846,868 | $38.3M |
| PGGM Investments | 0.53% | No change | 809,749 | $36.6M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -9.2% | 756,476 | $34.3M |
| Rhumbline Advisers | 0.03% | Reduce -5.1% | 742,981 | $33.6M |
| Schroder Investment Management Group | 0.04% | Add +1.9% | 722,301 | $32.7M |
| Millennium Management | 0.03% | Add +570.3% | 692,751 | $31.3M |
| Public Employees Retirement Association of Colorado | 0.13% | Reduce -0.6% | 645,059 | $29.2M |
| Retirement Systems of Alabama | 0.11% | Add +0.1% | 610,169 | $27.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -31.3% | 605,517 | $27.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -65.3% | 592,746 | $26.8M |
| Ameriprise Financial Inc. | 0.01% | Add +8.5% | 613,126 | $26.7M |
| Canada Pension Plan Investment Board | 0.03% | No change | 589,000 | $26.6M |
| Keybank National Association | 0.11% | Add +10.9% | 576,012 | $26.0M |
| ExodusPoint Capital Management, LP | 0.32% | New | 575,511 | $26.0M |
| Copeland Capital Management, LLC | 0.47% | Add +3.4% | 567,597 | $25.7M |
| Sei Investments Co. | 0.04% | Reduce -15.8% | 551,301 | $24.9M |
| APG Asset Management US Inc. | 0.14% | Add +208.6% | 540,000 | $24.3M |
| Crawford Investment Counsel Inc. | 0.44% | Add +9.2% | 527,294 | $23.8M |
| Raymond James & Associates | 0.02% | Reduce -16.7% | 508,969 | $23.0M |
| Lazard Asset Management LLC | 0.03% | Reduce -31.8% | 504,496 | $22.8M |
| Lasalle Investment Management Securities LLC | 0.91% | Reduce -42.2% | 486,407 | $22.0M |
| American Century Companies Inc. | 0.01% | Add +674.1% | 483,400 | $21.9M |
| Nordea Investment Management AB | 0.03% | Reduce -1.2% | 479,033 | $21.7M |
| Credit Suisse AG/ | 0.02% | Add +11.7% | 469,308 | $21.2M |
| Swiss National Bank | 0.01% | Add +0.2% | 444,000 | $20.1M |
| TD Asset Management Inc | 0.02% | Reduce -0.4% | 430,602 | $19.5M |
| Asset Management One Co., Ltd. | 0.07% | Reduce -1.5% | 418,881 | $18.9M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +6.2% | 411,028 | $18.6M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Add +70.8% | 410,000 | $18.5M |
| Public Employees Retirement System of Ohio | 0.07% | Reduce -2.4% | 408,167 | $18.5M |
| California Public Employees Retirement System | 0.01% | Reduce -1.9% | 398,509 | $18.0M |
| Nicola Wealth Management LTD. | 1.66% | Add +1.7% | 371,713 | $17.1M |
| State of Wisconsin Investment Board | 0.04% | Reduce -11.0% | 325,989 | $14.7M |
| HSBC Holdings PLC | 0.01% | Reduce -46.8% | 320,872 | $14.5M |
| Davidson Investment Advisors | 0.75% | Add +2.6% | 317,944 | $14.4M |
| Tudor Investment Corporation | 0.17% | Add +59.9% | 298,322 | $13.5M |
| American International Group, Inc. | 0.05% | Reduce -2.0% | 297,640 | $13.5M |
| Panagora Asset Management Inc. | 0.07% | Add +1188.7% | 279,297 | $12.6M |
| Victory Capital Management Inc. | 0.01% | Add +56.2% | 277,697 | $12.6M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +3.2% | 272,522 | $12.3M |
| Gillson Capital LP | 1.15% | New | 267,801 | $12.1M |
| Macquarie Group Ltd. | 0.01% | Add +2.5% | 263,944 | $11.9M |
| Barclays PLC | 0.01% | Add +2.7% | 261,302 | $11.8M |
| Pacer Advisors, Inc. | 0.03% | Reduce -0.6% | 251,083 | $11.4M |
| Glenmede Trust Co. NA | 0.05% | Add +10.4% | 236,488 | $10.7M |
| Gateway Investment Advisers LLC | 0.12% | Add +24.8% | 234,822 | $10.6M |
| Prudential Financial Inc. | 0.01% | Reduce -5.8% | 231,781 | $10.5M |
| Hazelview Securities Inc. | 1.96% | Add +100.8% | 230,320 | $10.4M |
| UBS Group AG | 0.00% | Reduce -22.7% | 225,920 | $10.2M |
| California State Teachers Retirement System | 0.01% | Reduce -5.3% | 225,021 | $10.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +5.3% | 223,315 | $10.1M |
| STRS Ohio | 0.04% | Reduce -37.0% | 221,410 | $10.0M |
| Carlyle Group Inc. | 0.63% | No change | 220,500 | $10.0M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 212,287 | $9.6M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +5.0% | 210,000 | $9.5M |
| B&I Capital AG | 2.94% | Add +38.8% | 205,440 | $9.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +2.3% | 199,185 | $9.2M |
| Renaissance Technologies | 0.01% | Add +1014.0% | 199,400 | $9.0M |
| Texas Permanent School Fund Corp. | 0.07% | Add +1.3% | 196,796 | $8.9M |
| AQR Capital Management | 0.01% | Add +0.7% | 194,397 | $8.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -9.2% | 184,720 | $8.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | New | 182,830 | $8.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.6% | 178,031 | $8.1M |
| Old National Bancorp | 0.19% | Add +6.0% | 175,897 | $8.0M |
| Guggenheim Capital LLC | 0.06% | Add +39.7% | 175,784 | $7.9M |
| Corient Private Wealth LP | 0.01% | Reduce -3.1% | 175,438 | $7.9M |
| Verition Fund Management LLC | 0.08% | Add +140.3% | 172,983 | $7.8M |
| AXA S.A. | 0.02% | Add +7.5% | 169,936 | $7.7M |
| 1832 Asset Management L.P. | 0.01% | Add +1.8% | 169,165 | $7.6M |
| New York State Teachers Retirement System | 0.02% | Add +10.9% | 168,771 | $7.6M |
| Franklin Resources Inc. | 0.00% | Reduce -27.1% | 164,463 | $7.4M |
| Royal Bank of Canada | 0.00% | Reduce -7.5% | 161,495 | $7.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -9.1% | 158,865 | $7.2M |
| State of Tennessee, Department of Treasury | 0.03% | Add +180.6% | 150,700 | $6.8M |
| Citigroup Inc. | 0.01% | Add +64.5% | 148,648 | $6.7M |
| BNP Paribas Financial Markets | 0.01% | Add +12.3% | 147,029 | $6.6M |
| Wells Fargo & Company | 0.00% | Reduce -19.4% | 145,914 | $6.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +2.4% | 137,818 | $6.2M |
| 1834 Investment Advisors Co. | 0.72% | Reduce -6.1% | 134,093 | $6.1M |
| Mutual of America Capital Management LLC | 0.07% | Reduce -3.5% | 133,979 | $6.1M |
| First Trust Advisors LP | 0.01% | Add +23.2% | 131,132 | $5.9M |
| State of Alaska, Department of Revenue | 0.07% | Add +0.4% | 131,085 | $5.9M |
| Landscape Capital Management, L.L.C. | 0.50% | New | 126,142 | $5.7M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +19.0% | 125,672 | $5.6M |
| MetLife Investment Management, LLC | 0.04% | Reduce -2.6% | 123,510 | $5.6M |
| Amundi | 0.00% | Reduce -8.2% | 133,289 | $5.6M |
| Amalgamated Bank | 0.05% | Reduce -13.9% | 122,826 | $5.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -8.0% | 119,029 | $5.4M |
| Two Sigma Advisers, LP | 0.01% | Reduce -12.3% | 116,600 | $5.3M |
| Yousif Capital Management, LLC | 0.06% | Reduce -2.1% | 110,134 | $5.0M |
| DAVENPORT & Co LLC | 0.03% | Reduce -15.7% | 105,204 | $4.8M |
| Squarepoint Ops LLC | 0.02% | Add +14.8% | 103,374 | $4.7M |
| Stifel Financial Corp. | 0.01% | Add +2.3% | 100,460 | $4.5M |
| Parcion Private Wealth LLC | 0.40% | Add +0.8% | 100,251 | $4.5M |
| Allianz Asset Management GmbH | 0.01% | Reduce -69.3% | 100,222 | $4.5M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -2.4% | 99,894 | $4.5M |
| Cullen/Frost Bankers, Inc. | 0.07% | Add +3.9% | 97,028 | $4.4M |
| Nisa Investment Advisors, LLC | 0.03% | Add +5.0% | 94,980 | $4.3M |
| Trillium Asset Management, LLC | 0.11% | Add +4.1% | 93,913 | $4.2M |
| Prospector Partners LLC | 0.49% | New | 93,340 | $4.2M |
| American Assets Capital Advisers, LLC | 1.19% | Add +394.5% | 92,242 | $4.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -1.0% | 89,363 | $4.0M |
| Tidal Investments LLC | 0.07% | Add +32.6% | 89,342 | $4.0M |
| SYSTM Wealth Solutions LLC | 0.51% | Reduce -8.9% | 88,125 | $4.0M |
| Resona Asset Management Co.,Ltd. | 0.02% | — | 88,154 | $4.0M |
| Van Eck Associates Corp. | 0.01% | Add +3.0% | 87,128 | $3.9M |
| Holocene Advisors, LP | 0.01% | Reduce -17.8% | 87,051 | $3.9M |
| LPL Financial LLC | 0.00% | Reduce -2.6% | 85,546 | $3.9M |
| Albion Financial Group | 0.28% | Add +2.5% | 81,528 | $3.7M |
| SG Americas Securities, LLC | 0.02% | Add +392.6% | 81,100 | $3.7M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -26.7% | 81,017 | $3.7M |
| Employees Retirement System of Texas | 0.04% | New | 77,000 | $3.5M |
| Voya Investment Management LLC | 0.00% | Reduce -1.9% | 75,213 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -72.0% | 74,512 | $3.4M |
| Natixis Advisors, LLC | 0.01% | Reduce -7.0% | 74,370 | $3.4M |
| Aew Capital Management L P | 0.16% | Reduce -25.1% | 73,932 | $3.3M |
| Daiwa Securities Group Inc. | 0.02% | Add +7.2% | 72,964 | $3.3M |
| Pathstone Holdings, LLC | 0.02% | Add +374.1% | 72,381 | $3.3M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 72,300 | $3.3M |
| WCM Investment Management, LLC | 0.01% | No change | 72,182 | $3.3M |
| Pensionfund PDN | 1.71% | Add +11.0% | 70,800 | $3.2M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Reduce -10.5% | 70,771 | $3.2M |
| Cibc World Markets Corp. | 0.02% | Reduce -6.6% | 70,047 | $3.2M |
| Navellier & Associates Inc. | 0.38% | Reduce -5.8% | 68,517 | $3.1M |
| CoreCap Advisors, LLC | 0.16% | Add +171.2% | 65,879 | $3.0M |
| Pictet Asset Management Holding SA | 0.00% | Add +11.6% | 64,879 | $2.9M |
| Louisiana State Employees Retirement System | 0.06% | Add +2.4% | 64,700 | $2.9M |
| UniSuper Management Pty Ltd | 0.03% | Add +0.8% | 64,400 | $2.9M |
| Syntax Research, Inc. | 2.22% | Add +18.1% | 64,244 | $2.9M |
| Bokf, NA | 0.05% | Add +4.5% | 64,008 | $2.9M |
| Bank of Montreal | 0.00% | Reduce -4.3% | 62,055 | $2.8M |
| Arizona State Retirement System | 0.02% | Reduce -1.7% | 61,797 | $2.8M |
| Handelsbanken Fonder AB | 0.01% | Reduce -16.8% | 56,434 | $2.6M |
| Oregon Public Employees Retirement Fund | 0.05% | Reduce -12.3% | 55,528 | $2.5M |
| State of Michigan Retirement System | 0.01% | Add +2.4% | 55,200 | $2.5M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.07% | New | 52,575 | $2.4M |
| Teacher Retirement System of Texas | 0.02% | Reduce -40.3% | 52,137 | $2.4M |
| Campbell & CO Investment Adviser LLC | 0.20% | Reduce -22.9% | 51,077 | $2.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.06% | Add +0.3% | 50,154 | $2.3M |
| Ameritas Investment Partners, Inc. | 0.08% | No change | 49,649 | $2.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -35.7% | 49,055 | $2.2M |
| Boothbay Fund Management, LLC | 0.07% | Add +7.6% | 48,977 | $2.2M |
| Quantinno Capital Management LP | 0.05% | Add +280.2% | 47,716 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -5.4% | 47,388 | $2.1M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -5.4% | 47,388 | $2.1M |
| New Mexico Educational Retirement Board | 0.07% | No change | 45,900 | $2.1M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 45,790 | $2.1M |
| Danske Bank A/S | 0.01% | — | 45,629 | $2.1M |
| Lake Street Private Wealth, LLC | 0.28% | Add +11.9% | 44,503 | $2.0M |
| Lecap Asset Management Ltd. | 0.42% | Add +50.5% | 44,455 | $2.0M |
| Coldstream Capital Management Inc. | 0.05% | Add +20.9% | 41,726 | $1.9M |
| PEAK6 Investments LLC | 0.09% | Reduce -19.2% | 41,099 | $1.9M |
| Aberdeen Group plc | 0.00% | Reduce -4.5% | 40,980 | $1.9M |
| Utah Retirement Systems | 0.02% | No change | 38,608 | $1.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +4.3% | 38,168 | $1.7M |
| Pallas Capital Advisors LLC | 0.07% | Add +8.3% | 35,600 | $1.6M |
| Qube Research & Technologies Ltd | 0.00% | New | 35,480 | $1.6M |
| Pensionfund Sabic | 0.47% | Add +25.3% | 34,700 | $1.6M |
| AlphaQuest LLC | 0.26% | New | 33,556 | $1.5M |
| Federated Hermes, Inc. | 0.00% | Reduce -12.4% | 33,207 | $1.5M |
| Entropy Technologies, LP | 0.16% | Add +202.3% | 33,107 | $1.5M |
| Eisler Capital (UK) Ltd. | 0.18% | New | 32,916 | $1.5M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.24% | Add +0.7% | 32,665 | $1.5M |
| Moran Wealth Management, LLC | 0.05% | Reduce -3.9% | 32,633 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 32,399 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -54.1% | 31,380 | $1.4M |
| Decatur Capital Management, Inc. | 0.72% | Reduce -1.0% | 29,094 | $1.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 29,000 | $1.3M |
| Elevation Point Wealth Partners, LLC | 0.10% | Reduce -13.3% | 28,754 | $1.3M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +2.6% | 28,485 | $1.3M |
| Xponance LLC | 0.01% | Reduce -0.5% | 27,971 | $1.3M |
| M&T Bank Corp | 0.00% | Reduce -1.5% | 27,944 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | New | 27,023 | $1.2M |
| Empire Life Investments Inc. | 0.07% | No change | 26,459 | $1.2M |
| Naples Global Advisors, LLC | 0.12% | Add +1.9% | 24,735 | $1.1M |
| New York Life Investment Management LLC | 0.01% | Reduce -2.6% | 24,806 | $1.1M |
| Algert Global LLC | 0.04% | No change | 24,330 | $1.1M |
| World Investment Advisors | 0.15% | Reduce -72.0% | 6,850 | $1.0M |
| Pinebridge Investments, L.P. | 0.01% | New | 22,986 | $1.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | No change | 22,057 | $1.0M |
| Caption Management, LLC | 0.11% | New | 22,500 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +295.4% | 22,197 | $1.0M |
| Simplex Trading, LLC | 0.03% | New | 22,197 | $1.0M |
| Principal Securities, Inc. | 0.03% | Add +0.6% | 22,012 | $995K |
| MML Investors Services, LLC | 0.00% | Add +3.7% | 21,574 | $976K |
| Spirit of America Management Corp. | 0.20% | No change | 21,450 | $970K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 20,823 | $942K |
| LRT Capital Management, LLC | 0.84% | Reduce -43.4% | 20,712 | $937K |
| Handelsinvest Investeringsforvaltning | 0.45% | Reduce -20.8% | 20,671 | $935K |
| Ossiam | 0.02% | Add +223.8% | 19,669 | $889K |
| HGI Capital Management, LLC | 0.94% | Add +28.4% | 19,229 | $870K |
| Ranger Global Real Estate Advisors, LLC | 0.17% | Reduce -50.6% | 74,078 | $853K |
| Edgestream Partners, L.P. | 0.04% | Reduce -20.3% | 18,691 | $845K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.4% | 18,491 | $836K |
| Erste Asset Management GmbH | 0.01% | No change | 18,200 | $826K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +30.4% | 17,871 | $808K |
| DoubleLine ETF Adviser LP | 0.20% | Add +11.0% | 17,147 | $775K |
| Vestcor Inc | 0.03% | No change | 16,916 | $765K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.2% | 16,916 | $765K |
| Azzad Asset Management Inc. | 0.09% | Add +5.5% | 16,909 | $765K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +0.4% | 16,758 | $758K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +19.9% | 16,466 | $745K |
| Maryland State Retirement & Pension System | 0.01% | No change | 17,572 | $744K |
| Shell Asset Management Co. | 0.03% | Reduce -8.7% | 16,474 | $744K |
| United Services Automobile Association | 0.02% | No change | 16,404 | $742K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -56.9% | 16,264 | $735K |
| Annapolis Financial Services, LLC | 0.24% | No change | 16,071 | $727K |
| Invst, LLC | 0.08% | New | 15,874 | $715K |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +58.7% | 15,795 | $714K |
| Metis Global Partners, LLC | 0.03% | Add +6.7% | 15,752 | $712K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 15,440 | $698K |
| Mirador Capital Partners LP | 0.13% | Add +5.4% | 15,221 | $688K |
| Allstate Corp. | 0.05% | New | 14,762 | $668K |
| Creative Planning | 0.00% | Add +1.9% | 14,688 | $664K |
| Vanderbilt University | 0.13% | New | 14,237 | $644K |
| Cornercap Investment Counsel Inc. | 0.10% | Add +1.4% | 14,177 | $641K |
| Winmill & Co. Inc. | 0.18% | No change | 14,000 | $633K |
| River Global Investors LLP | 0.15% | Reduce -1.3% | 13,436 | $607K |
| Penserra Capital Management LLC | 0.01% | Reduce -0.2% | 13,292 | $601K |
| Mariner, LLC | 0.00% | Add +2.6% | 13,267 | $600K |
| US Bancorp \de | 0.00% | Reduce -44.7% | 13,075 | $591K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -9.2% | 12,853 | $581K |
| TD Private Client Wealth LLC | 0.02% | Add +6.6% | 12,642 | $572K |
| Clearstead Advisors, LLC | 0.03% | Add +0.3% | 13,216 | $560K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 12,154 | $550K |
| Gallacher Capital Management LLC | 0.27% | Reduce -45.1% | 11,858 | $536K |
| D.A. Davidson & Co. | 0.00% | Add +6.2% | 11,849 | $536K |
| Twin Tree Management, LP | 0.01% | Add +29720.5% | 11,630 | $526K |
| Gotham Asset Management | 0.01% | Add +115.0% | 11,611 | $525K |
| Wesbanco Bank Inc. | 0.02% | New | 11,408 | $516K |
| Cooper Financial Group | 0.08% | Add +8.6% | 11,225 | $508K |
| ProShare Advisors LLC | 0.00% | Reduce -7.3% | 10,971 | $496K |
| Donoghue Forlines LLC | 0.14% | Reduce -13.3% | 10,876 | $492K |
| Marshall Wace, LLP | 0.00% | New | 10,800 | $488K |
| Norinchukin Bank, The | 0.01% | Reduce -1.1% | 10,680 | $483K |
| Diversify Advisory Services, LLC | 0.03% | — | 10,589 | $477K |
| Lockheed Martin Investment Management Co. | 0.03% | Reduce -23.1% | 10,319 | $475K |
| D. E. Shaw & Co. | 0.00% | Add +26.2% | 10,498 | $475K |
| Presima Securities ULC | 0.11% | Reduce -68.5% | 10,200 | $461K |
| Vident Advisory, LLC | 0.01% | Add +18.9% | 10,199 | $461K |
| Greenland Capital Management LP | 0.08% | Reduce -32.0% | 10,196 | $461K |
| Sit Investment Associates Inc. | 0.01% | No change | 9,950 | $450K |
| Shelton Capital Management | 0.01% | Reduce -2.6% | 9,499 | $430K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.9% | 9,167 | $415K |
| Emfo, LLC | 0.37% | No change | 8,930 | $404K |
| Two Sigma Investments, LP | 0.00% | Reduce -95.0% | 8,839 | $400K |
| Integrated Advisors Network LLC | 0.02% | Reduce -20.5% | 8,803 | $398K |
| Carmel Capital Partners, LLC | 0.16% | Add +8.9% | 8,678 | $392K |
| AlphaStar Capital Management, LLC | 0.04% | Reduce -45.9% | 8,572 | $388K |
| Neuberger Berman Group LLC | 0.00% | Add +2.0% | 8,467 | $383K |
| Blueshift Asset Management, LLC | 0.20% | New | 8,447 | $382K |
| Profund Advisors LLC | 0.01% | Add +14.6% | 7,818 | $354K |
| Brevan Howard Capital Management LP | 0.03% | Reduce -52.4% | 7,660 | $346K |
| QRG Capital Management, Inc. | 0.00% | Add +12.8% | 7,632 | $345K |
| MAI Capital Management | 0.00% | Add +31.8% | 7,252 | $328K |
| Ibex Wealth Advisors | 0.09% | — | 8,089 | $326K |
| XML Financial, LLC | 0.03% | Add +0.5% | 7,143 | $323K |
| Yorktown Management & Research Co Inc | 0.31% | No change | 7,100 | $321K |
| Metropolitan Life Insurance Co | 0.01% | Add +0.9% | 6,943 | $314K |
| Mutual Advisors, LLC | 0.01% | No change | 6,838 | $309K |
| Vista Investment Partners LLC | 0.11% | Reduce -34.6% | 6,788 | $307K |
| Pearl River Capital, LLC | 0.05% | New | 6,719 | $304K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.1% | 6,629 | $300K |
| Baird Financial Group, Inc. | 0.00% | Add +7.0% | 6,617 | $299K |
| Fulcrum Equity Management | 0.35% | Add +1.1% | 6,484 | $293K |
| CIBC Asset Management Inc | 0.00% | No change | 6,409 | $290K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +34.5% | 6,393 | $289K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 5,980 | $270K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Reduce -15.4% | 5,903 | $267K |
| Belpointe Asset Management LLC | 0.02% | Add +0.5% | 5,859 | $265K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 5,760 | $260K |
| Kestra Advisory Services, LLC | 0.00% | New | 5,689 | $260K |
| Raymond James Trust N.A. | 0.01% | Add +1.8% | 5,751 | $260K |
| Level Four Advisory Services, LLC | 0.01% | No change | 5,504 | $255K |
| Captrust Financial Advisors | 0.00% | Reduce -15.3% | 5,352 | $242K |
| Renaissance Group LLC | 0.01% | Add +2.4% | 5,325 | $242K |
| Lindenwold Advisors, INC | 0.13% | New | 5,273 | $238K |
| Curtis Advisory Group, LLC | 0.09% | Reduce -2.8% | 5,183 | $234K |
| Virtue Capital Management, LLC | 0.04% | New | 5,231 | $229K |
| Kaizen Financial Strategies | 0.16% | Add +0.5% | 5,071 | $229K |
| Advisory Services Network, LLC | 0.01% | Reduce -17.0% | 4,974 | $225K |
| Greenleaf Trust | 0.00% | Reduce -0.2% | 4,939 | $223K |
| Systematic Portfolios LLC | 0.71% | New | 4,807 | $217K |
| Cerity Partners LLC | 0.00% | New | 4,801 | $217K |
| American Assets Investment Management, LLC | 0.02% | No change | 4,800 | $217K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -4.2% | 4,687 | $212K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.9% | 4,637 | $210K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,605 | $208K |
| KBC Group NV | 0.00% | Add +11.6% | 4,574 | $207K |
| Inspire Advisors, LLC | 0.03% | Add +4.0% | 4,575 | $207K |
| Colonial Trust Co / SC | 0.04% | Add +115.6% | 4,289 | $195K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -32.0% | 4,219 | $191K |
| IFP Advisors, Inc | 0.01% | Add +10.5% | 4,002 | $181K |
| Virtus Advisers, LLC | 0.10% | Reduce -24.0% | 3,954 | $179K |
| CI Investments Inc. | 0.00% | Add +37.1% | 3,937 | $178K |
| Harbor Capital Advisors, Inc. | 0.02% | New | 3,703 | $167K |
| Assetmark, Inc. | 0.00% | Reduce -0.5% | 3,352 | $152K |
| Bessemer Group Inc. | 0.00% | No change | 3,220 | $145K |
| Covestor Ltd | 0.08% | Add +11.8% | 2,637 | $119K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -0.6% | 2,627 | $119K |
| WASHINGTON TRUST Co | 0.00% | No change | 2,500 | $113K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 2,250 | $102K |
| Fifth Third Bancorp | 0.00% | Reduce -6.7% | 2,114 | $96K |
| Harvest Fund Management Co., Ltd | 0.01% | Add +141.4% | 1,943 | $88K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -1.6% | 1,873 | $85K |
| Private Trust Co. NA | 0.01% | Add +9.7% | 1,523 | $69K |
| Tucker Asset Management LLC | 0.01% | No change | 1,412 | $64K |
| Quadrant Capital Group LLC | 0.00% | Add +7.3% | 1,242 | $56K |
| Group One Trading LLC | 0.00% | New | 1,240 | $56K |
| PSI Advisors, LLC | 0.02% | No change | 1,210 | $55K |
| Cwm, LLC | 0.00% | Add +11.3% | 1,162 | $53K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,105 | $50K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.6% | 1,066 | $48K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,035 | $47K |
| Larson Financial Group LLC | 0.00% | New | 1,000 | $45K |
| Eagle Bay Advisors LLC | 0.03% | Add +0.8% | 893 | $41K |
| FinTrust Capital Advisors, LLC | 0.01% | Reduce -4.3% | 825 | $37K |
| National Bank of Canada | 0.00% | Add +1.9% | 846 | $36K |
| Avior Wealth Management, LLC | 0.00% | New | 765 | $35K |
| Signaturefd, LLC | 0.00% | Add +0.7% | 700 | $32K |
| Parallel Advisors, LLC | 0.00% | Add +134.8% | 674 | $30K |
| GAMMA Investing LLC | 0.01% | Reduce -1.4% | 644 | $29K |
| Wiser Advisor Group LLC | 0.05% | Add +0.9% | 637 | $29K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +339.4% | 580 | $27K |
| Rise Advisors, LLC | 0.01% | New | 574 | $26K |
| Mather Group, Llc. | 0.00% | New | 556 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.8% | 549 | $25K |
| Spire Wealth Management | 0.00% | No change | 483 | $22K |
| Montag A & Associates Inc. | 0.00% | New | 472 | $22K |
| Allworth Financial LP | 0.00% | No change | 458 | $21K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 420 | $19K |
| Bank of New Hampshire | 0.00% | No change | 415 | $19K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 400 | $18K |
| Quarry LP | 0.01% | Reduce -71.6% | 387 | $18K |
| Centerpoint Advisors, LLC | 0.01% | No change | 346 | $16K |
| Lindbrook Capital, LLC | 0.00% | Add +6.8% | 347 | $16K |
| Kelly Financial Services LLC | 0.01% | Add +155.6% | 322 | $15K |
| Riverview Trust Co | 0.01% | New | 320 | $14K |
| SouthState Bank Corp | 0.00% | No change | 300 | $14K |
| North Star Investment Management Corp. | 0.00% | No change | 300 | $14K |
| Geneos Wealth Management Inc. | 0.00% | No change | 300 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -54.9% | 282 | $13K |
| Whittier Trust Co. | 0.00% | No change | 236 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Add +2170.0% | 227 | $10K |
| CENTRAL TRUST Co | 0.00% | No change | 220 | $10K |
| First Manhattan Co. Llc. | 0.00% | No change | 212 | $10K |
| Gould Capital, LLC | 0.01% | No change | 200 | $9K |
| Heritage Wealth Advisors | 0.00% | No change | 200 | $9K |
| Ancora Advisors LLC | 0.00% | No change | 200 | $9K |
| NewEdge Advisors, LLC | 0.00% | Reduce -63.5% | 191 | $9K |
| Lanark Financial, Inc. | 0.00% | Add +4.4% | 189 | $8K |
| Parkside Financial Bank & Trust | 0.00% | No change | 169 | $8K |
| Walleye Trading LLC | 0.00% | Reduce -98.8% | 169 | $8K |
| Huntington National Bank | 0.00% | Reduce -48.9% | 165 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 156 | $7K |
| Red Tortoise LLC | 0.00% | No change | 153 | $7K |
| Operose Advisors LLC | 0.00% | New | 145 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 140 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +12.2% | 120 | $5K |
| Adirondack Trust Co. | 0.00% | No change | 116 | $5K |
| Global Retirement Partners, LLC | 0.00% | No change | 114 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 106 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 100 | $5K |
| Archer Investment Corp | 0.00% | No change | 80 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 73 | $3K |
| First Horizon Advisors, Inc. | 0.00% | No change | 63 | $3K |
| UMB Bank, n.a. | 0.00% | New | 63 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +3.4% | 61 | $3K |
| Venturi Wealth Management, LLC | 0.00% | Add +32.5% | 53 | $2K |
| ClariVest Asset Management LLC | 0.00% | No change | 51 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 51 | $2K |
| Sachetta, LLC | 0.00% | No change | 49 | $2K |
| Arax Advisory Partners | 0.00% | No change | 48 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 50 | $2K |
| Valley National Advisers Inc. | 0.00% | Add +25.0% | 50 | $2K |
| Loomis Sayles & Co. L P | 0.00% | No change | 36 | $2K |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -82.0% | 27 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 29 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 22 | $1K |
| LRI Investments, LLC | 0.00% | — | 20 | $904 |
| Gradient Investments LLC | 0.00% | No change | 20 | $904 |
| Frank, Rimerman Advisors LLC | 0.00% | No change | 19 | $859 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 16 | $724 |
| Abich Financial Wealth Management LLC | 0.00% | No change | 16 | $724 |
| Plato Investment Management Ltd | 0.00% | No change | 16 | $724 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -47.6% | 11 | $497 |
| Versant Capital Management, Inc | 0.00% | No change | 7 | $317 |
| Beacon Capital Management, LLC | 0.00% | No change | 6 | $271 |
| MV Capital Management, Inc. | 0.00% | New | 1 | $46 |
"% of holder's portfolio" is CUBE's weight in each manager's 13F, not the share of Cubesmart the manager owns.