CubesmartCUBE
13F holders, Q2 2024 (June 30)422holders −4
43new positions
46sold out
5famous investors
$45.16avg. 13F price*
At the end of Q2 2024, 422 institutions reported holding Cubesmart (CUBE) in their 13F filings, down 4 from Q1 2024. 43 opened new positions and 46 sold out. The largest holders were Vanguard Group Inc. ($1.4B), BlackRock Inc. ($1.2B) and FMR LLC ($811.0M). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Cubesmart
- CUSIP
- 229663109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $171.5M |
| Exits | 46 | $227.0M |
All 13F filers, Q1 2024 → Q2 2024: 14,261,812 shares bought and 13,200,209 shares sold, net +1,061,603 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 422 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.6% | 31,729,841 | $1.4B |
| BlackRock Inc. | 0.03% | Add +4.3% | 27,132,382 | $1.2B |
| FMR LLC | 0.05% | Add +4.6% | 17,953,516 | $811.0M |
| State Street Corp. | 0.02% | Reduce -0.4% | 11,303,208 | $510.6M |
| Norges Bank | 0.07% | Add +0.0% | 9,734,859 | $439.7M |
| T. Rowe Price Associates Inc. | 0.03% | Add +5.2% | 5,985,213 | $270.4M |
| Deutsche Bank AG | 0.11% | Add +39.3% | 5,433,742 | $245.4M |
| T. Rowe Price Investment Management, Inc. | 0.15% | Reduce -17.3% | 5,361,539 | $242.2M |
| JPMorgan Chase & Co. | 0.02% | Reduce -5.5% | 4,810,293 | $217.3M |
| Geode Capital Management, LLC | 0.02% | Add +3.0% | 4,542,670 | $205.2M |
| Resolution Capital Ltd | 3.86% | Add +51.9% | 4,543,222 | $205.2M |
| Allspring Global Investments Holdings, LLC | 0.33% | Add +16.0% | 4,465,184 | $201.7M |
| Invesco Ltd. | 0.04% | Add +7.3% | 3,850,796 | $173.9M |
| Dimensional Fund Advisors LP | 0.04% | Add +5.3% | 3,379,516 | $152.7M |
| Morgan Stanley | 0.01% | Add +13.7% | 3,046,335 | $137.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -0.1% | 2,897,674 | $130.9M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.42% | Add +12.5% | 2,728,220 | $123.2M |
| Truist Financial Corp. | 0.18% | Reduce -16.2% | 2,609,271 | $117.9M |
| CBRE Investment Management Listed Real Assets LLC | 2.15% | Reduce -4.3% | 2,586,249 | $116.8M |
| Northern Trust Corp. | 0.02% | Add +5.4% | 2,533,213 | $114.4M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.49% | Reduce -2.0% | 2,515,981 | $113.6M |
| Bank of New York Mellon Corp | 0.02% | Add +0.8% | 2,491,552 | $112.5M |
| Russell Investments Group, Ltd. | 0.17% | Add +38.9% | 2,362,912 | $106.7M |
| Capital Research Global Investors | 0.02% | Reduce -25.1% | 2,210,123 | $99.8M |
| Duff & Phelps Investment Management Co. | 1.24% | Reduce -2.9% | 2,158,135 | $97.5M |
| Balyasny Asset Management L.P. | 0.23% | Add +7.1% | 1,975,879 | $89.3M |
| Legal & General Group Plc | 0.02% | Reduce -9.1% | 1,598,640 | $72.2M |
| Janus Henderson Group PLC | 0.04% | Reduce -13.5% | 1,575,173 | $71.1M |
| Alliancebernstein L.P. | 0.02% | Reduce -7.7% | 1,458,551 | $65.9M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -8.9% | 1,437,691 | $64.9M |
| Bank of America Corp. | 0.01% | Add +30.4% | 1,321,825 | $59.7M |
| Centersquare Investment Management LLC | 0.56% | New | 1,149,635 | $51.9M |
| TimesSquare Capital Management, LLC | 0.75% | Reduce -1.7% | 1,059,355 | $47.9M |
| Alyeska Investment Group, L.P. | 0.27% | New | 1,020,032 | $46.1M |
| Nuveen Asset Management, LLC | 0.01% | Add +32.8% | 1,004,907 | $45.4M |
| Epoch Investment Partners, Inc. | 0.19% | Reduce -3.9% | 898,720 | $40.6M |
| Boston Trust Walden Corp | 0.30% | Add +2.7% | 884,374 | $39.9M |
| PGGM Investments | 0.56% | Add +7.3% | 868,769 | $39.2M |
| Wellington Management Group LLP | 0.01% | Reduce -20.7% | 816,285 | $36.9M |
| Sei Investments Co. | 0.05% | Add +38.3% | 762,172 | $34.4M |
| Principal Financial Group Inc. | 0.02% | Reduce -11.5% | 749,138 | $33.8M |
| Schroder Investment Management Group | 0.04% | Add +2.3% | 738,876 | $33.4M |
| Rhumbline Advisers | 0.03% | Reduce -1.7% | 730,485 | $33.0M |
| Public Employees Retirement Association of Colorado | 0.12% | Reduce -0.2% | 643,602 | $29.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +4.5% | 632,893 | $28.6M |
| Canada Pension Plan Investment Board | 0.03% | Add +6.1% | 625,000 | $28.2M |
| Retirement Systems of Alabama | 0.11% | Reduce -0.8% | 605,469 | $27.3M |
| Keybank National Association | 0.11% | Add +4.4% | 601,131 | $27.2M |
| Copeland Capital Management, LLC | 0.48% | Add +0.4% | 569,637 | $25.7M |
| American Century Companies Inc. | 0.02% | Add +16.0% | 560,903 | $25.3M |
| Crawford Investment Counsel Inc. | 0.45% | Reduce -0.7% | 523,589 | $23.7M |
| APG Asset Management US Inc. | 0.14% | No change | 540,000 | $23.6M |
| Lasalle Investment Management Securities LLC | 0.99% | Add +4.8% | 510,010 | $23.0M |
| Raymond James & Associates | 0.01% | Reduce -3.2% | 492,480 | $22.2M |
| Lazard Asset Management LLC | 0.03% | Reduce -2.6% | 491,134 | $22.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -20.1% | 489,833 | $21.0M |
| Heitman Real Estate Securities LLC | 1.27% | New | 445,200 | $20.1M |
| Swiss National Bank | 0.01% | Reduce -0.4% | 442,300 | $20.0M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +6.8% | 438,797 | $19.8M |
| Nordea Investment Management AB | 0.02% | Reduce -10.3% | 429,761 | $19.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -27.8% | 428,043 | $19.3M |
| TD Asset Management Inc | 0.02% | Reduce -1.6% | 423,873 | $19.1M |
| Public Employees Retirement System of Ohio | 0.07% | Reduce -0.7% | 405,437 | $18.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -67.1% | 393,182 | $17.8M |
| California Public Employees Retirement System | 0.01% | Reduce -2.4% | 389,010 | $17.6M |
| Asset Management One Co., Ltd. | 0.07% | Reduce -8.6% | 382,862 | $17.3M |
| Victory Capital Management Inc. | 0.02% | Add +34.2% | 372,591 | $16.8M |
| Gateway Investment Advisers LLC | 0.18% | Add +52.6% | 358,286 | $16.2M |
| Nicola Wealth Management LTD. | 1.43% | Reduce -4.8% | 354,000 | $16.0M |
| Davidson Investment Advisors | 0.75% | Add +1.4% | 322,390 | $14.6M |
| State of Wisconsin Investment Board | 0.04% | Reduce -2.9% | 316,507 | $14.3M |
| Panagora Asset Management Inc. | 0.07% | Add +11.4% | 311,184 | $14.1M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -26.8% | 300,000 | $13.6M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +5.4% | 287,282 | $13.0M |
| Corebridge Financial, Inc. | 0.07% | — | 284,551 | $12.9M |
| Franklin Resources Inc. | 0.00% | Add +71.7% | 282,397 | $12.8M |
| Voloridge Investment Management, LLC | 0.05% | New | 277,378 | $12.5M |
| HSBC Holdings PLC | 0.01% | Reduce -20.9% | 253,846 | $11.4M |
| Pacer Advisors, Inc. | 0.03% | Reduce -5.3% | 237,695 | $10.7M |
| Millennium Management | 0.01% | Reduce -67.0% | 228,483 | $10.3M |
| Carlyle Group Inc. | 0.95% | No change | 220,500 | $10.0M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +4.8% | 220,000 | $9.9M |
| Macquarie Group Ltd. | 0.01% | Reduce -16.8% | 219,558 | $9.9M |
| California State Teachers Retirement System | 0.01% | Reduce -2.4% | 219,536 | $9.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.4% | 217,986 | $9.8M |
| Barclays PLC | 0.00% | Reduce -17.9% | 214,645 | $9.7M |
| Glenmede Trust Co. NA | 0.05% | Reduce -9.4% | 214,271 | $9.7M |
| ExodusPoint Capital Management, LP | 0.10% | Reduce -65.2% | 200,542 | $9.1M |
| Schonfeld Strategic Advisors LLC | 0.07% | Add +328.4% | 196,181 | $8.9M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -2.3% | 194,630 | $8.8M |
| UBS Group AG | 0.00% | Reduce -15.9% | 189,993 | $8.6M |
| B&I Capital AG | 2.74% | Reduce -7.8% | 189,490 | $8.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.0% | 184,703 | $8.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.5% | 178,839 | $8.1M |
| Old National Bancorp | 0.19% | Add +0.5% | 176,819 | $8.0M |
| Guggenheim Capital LLC | 0.06% | Reduce -2.1% | 172,094 | $7.8M |
| Tudor Investment Corporation | 0.09% | Reduce -42.4% | 171,948 | $7.8M |
| Hudson Bay Capital Management LP | 0.07% | New | 170,395 | $7.7M |
| Corient Private Wealth LP | 0.01% | Reduce -3.1% | 170,012 | $7.7M |
| AXA S.A. | 0.02% | No change | 169,936 | $7.7M |
| Wells Fargo & Company | 0.00% | Add +15.7% | 168,800 | $7.6M |
| Royal Bank of Canada | 0.00% | Add +3.8% | 167,700 | $7.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -8.9% | 166,629 | $7.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.1% | 160,567 | $7.3M |
| STRS Ohio | 0.03% | Reduce -28.4% | 158,410 | $7.2M |
| Squarepoint Ops LLC | 0.03% | Add +51.6% | 156,728 | $7.1M |
| Verition Fund Management LLC | 0.06% | Reduce -9.8% | 156,082 | $7.1M |
| Prudential Financial Inc. | 0.01% | Reduce -33.0% | 155,281 | $7.0M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +23.2% | 154,856 | $6.9M |
| New York State Teachers Retirement System | 0.01% | Reduce -11.1% | 150,084 | $6.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +5.5% | 145,425 | $6.6M |
| Aberdeen Group plc | 0.01% | Add +239.0% | 138,917 | $6.3M |
| 1834 Investment Advisors Co. | 0.73% | Reduce -0.2% | 133,776 | $6.0M |
| State of Alaska, Department of Revenue | 0.07% | Add +1.1% | 132,568 | $6.0M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -39.1% | 129,348 | $5.8M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -3.9% | 128,808 | $5.8M |
| MetLife Investment Management, LLC | 0.03% | Add +1.5% | 125,313 | $5.7M |
| Amundi | 0.00% | Reduce -5.3% | 126,194 | $5.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +3.5% | 123,198 | $5.6M |
| Renaissance Technologies | 0.01% | Reduce -39.5% | 120,700 | $5.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -18.9% | 119,202 | $5.4M |
| Holocene Advisors, LP | 0.02% | Add +36.5% | 118,843 | $5.4M |
| Amalgamated Bank | 0.04% | Reduce -7.5% | 113,648 | $5.1M |
| Two Sigma Advisers, LP | 0.01% | Reduce -2.6% | 113,600 | $5.1M |
| Tidal Investments LLC | 0.07% | Add +26.7% | 113,187 | $5.1M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -29.4% | 106,380 | $4.8M |
| Cullen/Frost Bankers, Inc. | 0.07% | Add +5.3% | 102,194 | $4.6M |
| Yousif Capital Management, LLC | 0.05% | Reduce -7.4% | 101,999 | $4.6M |
| Trillium Asset Management, LLC | 0.12% | Add +7.3% | 100,812 | $4.6M |
| Allianz Asset Management GmbH | 0.01% | Reduce -0.1% | 100,111 | $4.5M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -2.5% | 97,366 | $4.4M |
| Prospector Partners LLC | 0.52% | Add +3.4% | 96,515 | $4.4M |
| Ensign Peak Advisors, Inc | 0.01% | Add +15.2% | 93,292 | $4.2M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +4.4% | 92,066 | $4.1M |
| Citigroup Inc. | 0.00% | Reduce -38.7% | 91,147 | $4.1M |
| DAVENPORT & Co LLC | 0.03% | Reduce -14.6% | 89,893 | $4.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +0.1% | 89,461 | $4.0M |
| LPL Financial LLC | 0.00% | Add +3.6% | 88,618 | $4.0M |
| First Trust Advisors LP | 0.00% | Reduce -32.6% | 88,368 | $4.0M |
| Landscape Capital Management, L.L.C. | 0.33% | Reduce -32.1% | 85,674 | $3.9M |
| Albion Financial Group | 0.29% | Add +4.9% | 85,547 | $3.9M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -10.4% | 85,110 | $3.8M |
| Wolverine Asset Management LLC | 0.37% | New | 84,701 | $3.8M |
| Van Eck Associates Corp. | 0.01% | Reduce -2.9% | 84,587 | $3.8M |
| Handelsbanken Fonder AB | 0.02% | Add +47.8% | 83,434 | $3.8M |
| Stifel Financial Corp. | 0.00% | Reduce -17.9% | 82,454 | $3.7M |
| Edgestream Partners, L.P. | 0.17% | Add +330.2% | 80,405 | $3.6M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.11% | Add +51.5% | 79,651 | $3.6M |
| Jane Street Group, LLC | 0.00% | Add +153.8% | 79,641 | $3.6M |
| American Assets Capital Advisers, LLC | 1.11% | Reduce -16.0% | 77,491 | $3.5M |
| SYSTM Wealth Solutions LLC | 0.77% | Reduce -13.2% | 76,462 | $3.5M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 72,300 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.3% | 72,203 | $3.3M |
| WCM Investment Management, LLC | 0.01% | No change | 72,182 | $3.2M |
| Pensionfund PDN | 1.70% | No change | 70,800 | $3.2M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | No change | 70,771 | $3.2M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -3.7% | 70,282 | $3.2M |
| Syntax Research, Inc. | 2.50% | Add +9.0% | 70,048 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -6.2% | 69,898 | $3.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +6.4% | 69,015 | $3.1M |
| Natixis Advisors, LLC | 0.01% | Reduce -8.6% | 67,995 | $3.1M |
| Quantinno Capital Management LP | 0.05% | Add +39.9% | 66,755 | $3.0M |
| Louisiana State Employees Retirement System | 0.06% | Reduce -1.7% | 63,600 | $2.9M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -2.2% | 63,000 | $2.8M |
| Arizona State Retirement System | 0.02% | Add +1.9% | 62,977 | $2.8M |
| Ontario Teachers Pension Plan Board | 0.03% | New | 62,447 | $2.8M |
| Mesirow Institutional Investment Management, Inc. | 0.24% | New | 61,723 | $2.8M |
| Bank of Montreal | 0.00% | Reduce -0.8% | 61,564 | $2.8M |
| Liberty Mutual Group Asset Management Inc. | 0.39% | New | 59,383 | $2.7M |
| Bokf, NA | 0.05% | Reduce -7.4% | 59,262 | $2.7M |
| Voya Investment Management LLC | 0.00% | Reduce -21.5% | 59,056 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Add +14.3% | 56,044 | $2.5M |
| State of Michigan Retirement System | 0.01% | Reduce -1.8% | 54,200 | $2.4M |
| IFM Investors Pty Ltd | 0.02% | New | 52,020 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +8.9% | 51,606 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +8.9% | 51,606 | $2.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.06% | Add +0.1% | 50,212 | $2.3M |
| Ameritas Investment Partners, Inc. | 0.07% | Reduce -3.6% | 47,851 | $2.2M |
| Algert Global LLC | 0.07% | Add +93.1% | 46,981 | $2.1M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -15.8% | 46,728 | $2.1M |
| New Mexico Educational Retirement Board | 0.07% | No change | 45,900 | $2.1M |
| Anson Funds Management LP | 0.31% | New | 45,000 | $2.0M |
| Relative Value Partners Group, LLC | 0.26% | New | 44,409 | $2.0M |
| Lake Street Private Wealth, LLC | 0.26% | Reduce -0.2% | 44,409 | $2.0M |
| Two Sigma Investments, LP | 0.00% | Add +393.9% | 43,654 | $2.0M |
| Coldstream Capital Management Inc. | 0.05% | Add +3.9% | 43,352 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Reduce -18.4% | 42,567 | $1.9M |
| Pallas Capital Advisors LLC | 0.09% | Add +10.3% | 39,253 | $1.9M |
| SG Americas Securities, LLC | 0.01% | Reduce -49.3% | 41,136 | $1.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +164.2% | 40,790 | $1.8M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | New | 40,552 | $1.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +5.5% | 40,256 | $1.8M |
| Danske Bank A/S | 0.01% | Reduce -12.8% | 39,765 | $1.8M |
| AQR Capital Management | 0.00% | Reduce -80.6% | 37,696 | $1.7M |
| Utah Retirement Systems | 0.02% | Reduce -4.1% | 37,008 | $1.7M |
| Pensionfund Sabic | 0.46% | No change | 34,700 | $1.6M |
| Campbell & CO Investment Adviser LLC | 0.13% | Reduce -34.6% | 33,419 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 32,371 | $1.5M |
| Moran Wealth Management, LLC | 0.05% | Reduce -3.3% | 31,548 | $1.4M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +6.2% | 30,262 | $1.4M |
| Inceptionr LLC | 0.38% | New | 30,119 | $1.3M |
| Decatur Capital Management, Inc. | 0.65% | Add +2.1% | 29,710 | $1.3M |
| M&T Bank Corp | 0.00% | Reduce -0.9% | 27,701 | $1.3M |
| New York Life Investment Management LLC | 0.01% | Add +10.0% | 27,285 | $1.2M |
| HRT Financial LP | 0.01% | New | 27,148 | $1.2M |
| Empire Life Investments Inc. | 0.08% | Add +1.4% | 26,819 | $1.2M |
| Naples Global Advisors, LLC | 0.12% | Add +6.1% | 26,235 | $1.2M |
| Gotham Asset Management | 0.02% | Add +122.7% | 25,854 | $1.2M |
| Xponance LLC | 0.01% | Reduce -9.6% | 25,277 | $1.1M |
| Federated Hermes, Inc. | 0.00% | Reduce -25.0% | 24,902 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 24,612 | $1.1M |
| World Investment Advisors | 0.07% | Add +258.2% | 24,538 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.09% | Reduce -15.8% | 24,203 | $1.1M |
| Principal Securities, Inc. | 0.03% | Add +8.9% | 23,973 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +33.5% | 23,863 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | New | 22,800 | $1.0M |
| Fox Run Management, L.L.C. | 0.19% | New | 22,487 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +3.0% | 22,220 | $1.0M |
| Ossiam | 0.02% | Add +9.0% | 21,431 | $968K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 20,823 | $941K |
| Cetera Investment Advisers | 0.00% | Reduce -7.1% | 20,623 | $932K |
| Jump Financial, LLC | 0.02% | New | 19,787 | $894K |
| Spirit of America Management Corp. | 0.18% | Reduce -9.3% | 19,450 | $879K |
| Vestcor Inc | 0.03% | Add +12.5% | 19,027 | $859K |
| FIL Ltd | 0.00% | New | 18,578 | $839K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +12.5% | 18,520 | $837K |
| Erste Asset Management GmbH | 0.01% | No change | 18,200 | $816K |
| Securian Asset Management, Inc. | 0.02% | Reduce -3.0% | 17,943 | $810K |
| Metis Global Partners, LLC | 0.03% | Add +13.3% | 17,854 | $806K |
| United Services Automobile Association | 0.02% | Add +8.6% | 17,806 | $804K |
| Azzad Asset Management Inc. | 0.09% | Add +4.0% | 17,586 | $794K |
| Maryland State Retirement & Pension System | 0.01% | No change | 17,572 | $794K |
| Creative Planning | 0.00% | Add +9.1% | 16,028 | $724K |
| US Bancorp \de | 0.00% | Add +21.9% | 15,934 | $720K |
| Neuberger Berman Group LLC | 0.00% | Add +87.3% | 15,859 | $713K |
| Mirador Capital Partners LP | 0.13% | Add +2.7% | 15,627 | $706K |
| Vanderbilt University | 0.15% | Add +9.4% | 15,580 | $704K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -9.3% | 15,342 | $693K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -31.0% | 15,227 | $688K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.14% | Reduce -54.0% | 15,015 | $678K |
| Greenland Capital Management LP | 0.15% | Add +47.1% | 15,000 | $678K |
| Penserra Capital Management LLC | 0.01% | Add +11.5% | 14,821 | $669K |
| Allstate Corp. | 0.05% | No change | 14,762 | $667K |
| Invst, LLC | 0.07% | Reduce -4.5% | 15,153 | $663K |
| MQS Management LLC | 0.40% | New | 14,651 | $662K |
| Harbor Capital Advisors, Inc. | 0.05% | Add +292.6% | 14,538 | $657K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -12.7% | 14,630 | $656K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +136.3% | 14,129 | $638K |
| Brevan Howard Capital Management LP | 0.04% | Add +83.2% | 14,036 | $634K |
| Cornercap Investment Counsel Inc. | 0.10% | Reduce -1.0% | 14,029 | $634K |
| Winmill & Co. Inc. | 0.22% | No change | 14,000 | $632K |
| LRT Capital Management, LLC | 0.59% | Reduce -33.2% | 13,831 | $625K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -15.0% | 13,427 | $606K |
| Clearstead Advisors, LLC | 0.01% | Add +1.3% | 13,390 | $605K |
| WINTON GROUP Ltd | 0.04% | New | 13,132 | $593K |
| Mariner, LLC | 0.00% | Reduce -2.5% | 12,932 | $584K |
| Donoghue Forlines LLC | 0.16% | Add +17.9% | 12,817 | $579K |
| Atria Investments, Inc | 0.01% | New | 12,751 | $576K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.5% | 12,656 | $572K |
| Cooper Financial Group | 0.08% | Add +9.6% | 12,299 | $556K |
| TD Private Client Wealth LLC | 0.02% | Reduce -2.7% | 12,296 | $555K |
| Bridges Investment Management Inc. | 0.01% | New | 11,987 | $541K |
| Wesbanco Bank Inc. | 0.02% | No change | 11,408 | $515K |
| Knollwood Investment Advisory, LLC | 0.06% | New | 11,275 | $509K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.4% | 11,133 | $503K |
| D.A. Davidson & Co. | 0.00% | Reduce -7.0% | 11,020 | $498K |
| ProShare Advisors LLC | 0.00% | Reduce -3.3% | 10,609 | $479K |
| Presima Securities ULC | 0.10% | Add +1.0% | 10,300 | $465K |
| Norinchukin Bank, The | 0.01% | Reduce -3.9% | 10,266 | $464K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -38.2% | 10,047 | $454K |
| Vident Advisory, LLC | 0.01% | Reduce -2.3% | 9,969 | $450K |
| Sit Investment Associates Inc. | 0.01% | No change | 9,950 | $449K |
| MAI Capital Management | 0.00% | Add +36.9% | 9,931 | $449K |
| 1832 Asset Management L.P. | 0.00% | Reduce -94.3% | 9,573 | $432K |
| Integrated Advisors Network LLC | 0.02% | Add +7.8% | 9,493 | $429K |
| Carmel Capital Partners, LLC | 0.18% | Add +6.2% | 9,216 | $416K |
| Shelton Capital Management | 0.01% | Reduce -3.5% | 9,162 | $414K |
| Gallacher Capital Management LLC | 0.21% | Reduce -24.3% | 8,982 | $406K |
| Emfo, LLC | 0.36% | No change | 8,930 | $403K |
| IFG Advisory, LLC | 0.02% | New | 8,432 | $381K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.0% | 8,344 | $377K |
| QRG Capital Management, Inc. | 0.00% | Add +7.5% | 8,201 | $370K |
| Baird Financial Group, Inc. | 0.00% | Add +22.0% | 8,070 | $365K |
| Frank, Rimerman Advisors LLC | 0.03% | Add +42189.5% | 8,035 | $363K |
| Nebula Research & Development LLC | 0.06% | New | 7,842 | $354K |
| Householder Group Estate & Retirement Specialist, LLC | 0.10% | Add +29.2% | 7,626 | $344K |
| Mutual Advisors, LLC | 0.01% | Add +0.8% | 6,889 | $332K |
| Fulcrum Equity Management | 0.29% | Add +12.1% | 7,265 | $328K |
| XML Financial, LLC | 0.03% | Add +1.1% | 7,225 | $326K |
| Wedbush Securities Inc. | 0.01% | Add +8.6% | 7,200 | $325K |
| Yorktown Management & Research Co Inc | 0.34% | No change | 7,100 | $321K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 7,020 | $317K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -19.4% | 6,907 | $312K |
| Lockheed Martin Investment Management Co. | 0.02% | Reduce -37.3% | 6,470 | $292K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.9% | 6,451 | $291K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 6,479 | $290K |
| CIBC Asset Management Inc | 0.00% | No change | 6,409 | $289K |
| Belpointe Asset Management LLC | 0.02% | Add +6.6% | 6,247 | $282K |
| Profund Advisors LLC | 0.01% | Reduce -20.5% | 6,215 | $281K |
| Impact Partnership Wealth, LLC | 0.07% | Add +21859.3% | 5,929 | $268K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.5% | 5,885 | $266K |
| KBC Group NV | 0.00% | Add +28.3% | 5,868 | $265K |
| Oak Thistle LLC | 0.19% | New | 5,691 | $257K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -1.6% | 5,668 | $256K |
| Virtue Capital Management, LLC | 0.04% | Add +1.2% | 5,293 | $254K |
| Kaizen Financial Strategies | 0.16% | Add +2.2% | 5,181 | $252K |
| Rafferty Asset Management, LLC | 0.00% | New | 5,551 | $251K |
| Renaissance Group LLC | 0.01% | Add +3.3% | 5,501 | $248K |
| Captrust Financial Advisors | 0.00% | Add +2.5% | 5,486 | $248K |
| Blueshift Asset Management, LLC | 0.08% | Reduce -35.8% | 5,424 | $245K |
| Wolverine Trading, LLC | 0.00% | New | 5,393 | $244K |
| Raymond James Trust N.A. | 0.01% | Reduce -7.0% | 5,346 | $241K |
| Lindenwold Advisors, INC | 0.12% | Reduce -2.3% | 5,150 | $233K |
| Curtis Advisory Group, LLC | 0.08% | Reduce -3.3% | 5,012 | $226K |
| Systematic Portfolios LLC | 1.52% | Add +0.4% | 4,825 | $218K |
| Prelude Capital Management, LLC | 0.02% | New | 4,760 | $215K |
| Greenleaf Trust | 0.00% | Reduce -4.8% | 4,700 | $212K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -90.7% | 4,547 | $205K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.2% | 4,535 | $205K |
| Advisors Asset Management, Inc. | 0.00% | Add +6.2% | 4,481 | $202K |
| CI Investments Inc. | 0.00% | Add +10.0% | 4,331 | $196K |
| Colonial Trust Co / SC | 0.03% | No change | 4,289 | $192K |
| Virtus Advisers, LLC | 0.09% | Add +5.6% | 4,177 | $189K |
| Exchange Traded Concepts, LLC | 0.00% | Add +32.9% | 3,492 | $158K |
| Assetmark, Inc. | 0.00% | Add +1.9% | 3,415 | $154K |
| Bessemer Group Inc. | 0.00% | No change | 3,220 | $145K |
| Sunbelt Securities, Inc. | 0.01% | Add +38.0% | 2,585 | $117K |
| WASHINGTON TRUST Co | 0.00% | No change | 2,500 | $113K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -91.4% | 2,500 | $113K |
| Fifth Third Bancorp | 0.00% | Add +14.7% | 2,425 | $110K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 2,250 | $102K |
| Covestor Ltd | 0.06% | Reduce -20.7% | 2,092 | $94K |
| GAMMA Investing LLC | 0.01% | Add +141.6% | 1,556 | $70K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -24.3% | 1,470 | $66K |
| Abich Financial Wealth Management LLC | 0.04% | Add +8906.3% | 1,441 | $65K |
| IFP Advisors, Inc | 0.00% | Reduce -65.4% | 1,384 | $63K |
| Aew Capital Management L P | 0.00% | Reduce -98.2% | 1,300 | $59K |
| PSI Advisors, LLC | 0.02% | No change | 1,210 | $55K |
| Catalyst Funds Management Pty Ltd | 0.01% | New | 1,200 | $54K |
| Cwm, LLC | 0.00% | Add +3.4% | 1,201 | $54K |
| Quadrant Capital Group LLC | 0.00% | Reduce -3.8% | 1,195 | $54K |
| Quarry LP | 0.02% | Add +195.6% | 1,144 | $52K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,105 | $49K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.8% | 1,047 | $47K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,035 | $47K |
| Global Retirement Partners, LLC | 0.00% | Add +657.0% | 863 | $39K |
| Group One Trading LLC | 0.00% | Reduce -33.5% | 825 | $37K |
| Avior Wealth Management, LLC | 0.00% | Add +3.8% | 794 | $36K |
| FinTrust Capital Advisors, LLC | 0.01% | Reduce -5.9% | 776 | $35K |
| Signaturefd, LLC | 0.00% | Add +9.9% | 769 | $35K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 726 | $33K |
| Wiser Advisor Group LLC | 0.05% | Add +1.4% | 646 | $29K |
| Tucker Asset Management LLC | 0.01% | Reduce -57.8% | 596 | $27K |
| Rise Advisors, LLC | 0.01% | Add +1.2% | 581 | $26K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 580 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.5% | 563 | $25K |
| Whittier Trust Co. | 0.00% | Add +136.9% | 559 | $25K |
| Mather Group, Llc. | 0.00% | Reduce -2.7% | 541 | $24K |
| Parallel Advisors, LLC | 0.00% | Reduce -20.3% | 537 | $24K |
| Allworth Financial LP | 0.00% | Add +5.7% | 484 | $23K |
| Spire Wealth Management | 0.00% | No change | 483 | $22K |
| Montag A & Associates Inc. | 0.00% | No change | 472 | $21K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 420 | $19K |
| Bank of New Hampshire | 0.00% | No change | 415 | $19K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -54.1% | 410 | $19K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 400 | $18K |
| Lindbrook Capital, LLC | 0.00% | Add +13.5% | 394 | $18K |
| Huntington National Bank | 0.00% | Add +118.8% | 361 | $16K |
| Kelly Financial Services LLC | 0.01% | Add +11.2% | 358 | $16K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +459.0% | 341 | $15K |
| Centerpoint Advisors, LLC | 0.01% | Reduce -1.2% | 342 | $15K |
| Riverview Trust Co | 0.01% | No change | 320 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Add +10.3% | 311 | $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 |
| Capital Advisors, Ltd. LLC | 0.00% | Add +246.6% | 253 | $11K |
| Creekmur Asset Management LLC | 0.00% | New | 240 | $11K |
| CENTRAL TRUST Co | 0.00% | No change | 220 | $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 |
| Walleye Trading LLC | 0.00% | Add +15.4% | 195 | $9K |
| Natixis | 0.00% | New | 194 | $9K |
| Lanark Financial, Inc. | 0.00% | No change | 189 | $8K |
| Parkside Financial Bank & Trust | 0.00% | No change | 169 | $8K |
| Bell Investment Advisors, Inc | 0.00% | No change | 156 | $7K |
| Red Tortoise LLC | 0.00% | No change | 153 | $7K |
| UMB Bank, n.a. | 0.00% | Add +133.3% | 147 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +20.8% | 145 | $7K |
| Meeder Asset Management Inc. | 0.00% | New | 140 | $6K |
| ClariVest Asset Management LLC | 0.00% | Add +172.6% | 139 | $6K |
| Arax Advisory Partners | 0.00% | Add +185.4% | 137 | $6K |
| Creative Financial Designs Inc. | 0.00% | Reduce -7.9% | 129 | $6K |
| Blue Trust, Inc. | 0.00% | New | 116 | $5K |
| Adirondack Trust Co. | 0.00% | No change | 116 | $5K |
| NewEdge Advisors, LLC | 0.00% | Reduce -40.3% | 114 | $5K |
| Venturi Wealth Management, LLC | 0.00% | Add +103.8% | 108 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 106 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 100 | $5K |
| First Horizon Advisors, Inc. | 0.00% | Add +31.8% | 83 | $4K |
| Archer Investment Corp | 0.00% | No change | 80 | $4K |
| Valley National Advisers Inc. | 0.00% | Add +60.0% | 80 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -73.1% | 61 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 51 | $2K |
| Loomis Sayles & Co. L P | 0.00% | No change | 36 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +41.4% | 41 | $2K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 41 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 40 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | — | 38 | $2K |
| Sachetta, LLC | 0.00% | Reduce -28.6% | 35 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Add +227.3% | 36 | $2K |
| Continuum Advisory, LLC | 0.00% | Reduce -44.0% | 28 | $1K |
| Crewe Advisors LLC | 0.00% | New | 25 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 22 | $1K |
| LRI Investments, LLC | 0.00% | No change | 20 | $903 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 16 | $723 |
| Plato Investment Management Ltd | 0.00% | No change | 16 | $723 |
| Versant Capital Management, Inc | 0.00% | No change | 7 | $316 |
| Cornerstone Planning Group LLC | 0.00% | New | 6 | $285 |
| Beacon Capital Management, LLC | 0.00% | No change | 6 | $274 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $46 |
"% of holder's portfolio" is CUBE's weight in each manager's 13F, not the share of Cubesmart the manager owns.