CubesmartCUBE
13F holders, Q3 2024 (September 30)449holders +27
56new positions
33sold out
6famous investors
$53.80avg. 13F price*
At the end of Q3 2024, 449 institutions reported holding Cubesmart (CUBE) in their 13F filings, up 27 from Q2 2024. 56 opened new positions and 33 sold out. The largest holders were Vanguard Group Inc. ($1.7B), BlackRock, Inc. ($1.5B) and FMR LLC ($887.5M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Cubesmart
- CUSIP
- 229663109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $93.6M |
| Exits | 33 | $43.8M |
All 13F filers, Q2 2024 → Q3 2024: 9,200,761 shares bought and 12,037,154 shares sold, net −2,836,393 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 449 holders
| Vanguard Group Inc. | 0.03% | Reduce -1.0% | 31,421,502 | $1.7B |
| BlackRock, Inc. | 0.03% | — | 28,459,493 | $1.5B |
| FMR LLC | 0.05% | Reduce -8.2% | 16,487,939 | $887.5M |
| State Street Corp. | 0.02% | Reduce -0.8% | 11,211,266 | $603.5M |
| Norges Bank | 0.07% | Reduce -5.7% | 9,181,079 | $494.2M |
| T. Rowe Price Associates Inc. | 0.04% | Add +13.8% | 6,814,389 | $366.8M |
| Deutsche Bank AG | 0.12% | Reduce -1.4% | 5,358,732 | $288.5M |
| T. Rowe Price Investment Management, Inc. | 0.17% | Reduce -1.8% | 5,262,824 | $283.3M |
| Allspring Global Investments Holdings, LLC | 0.42% | Add +14.0% | 5,089,845 | $274.0M |
| Geode Capital Management, LLC | 0.02% | Add +1.1% | 4,593,010 | $247.3M |
| Resolution Capital Ltd | 4.22% | Add +0.5% | 4,564,236 | $245.7M |
| JPMorgan Chase & Co. | 0.02% | Reduce -18.0% | 3,942,606 | $212.2M |
| Invesco Ltd. | 0.04% | Reduce -7.3% | 3,571,649 | $192.3M |
| Morgan Stanley | 0.01% | Add +11.7% | 3,404,088 | $183.2M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.7% | 3,354,524 | $180.6M |
| CBRE Investment Management Listed Real Assets LLC | 2.73% | Add +22.8% | 3,176,160 | $171.0M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +4.7% | 3,032,885 | $163.3M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.46% | Reduce -3.4% | 2,636,331 | $141.9M |
| Northern Trust Corp. | 0.02% | Add +1.2% | 2,563,617 | $138.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.53% | Reduce -3.0% | 2,439,259 | $131.3M |
| Russell Investments Group, Ltd. | 0.18% | Reduce -1.9% | 2,318,949 | $124.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -9.7% | 2,249,270 | $121.1M |
| Capital Research Global Investors | 0.02% | Add +0.1% | 2,213,179 | $119.1M |
| Duff & Phelps Investment Management Co. | 1.36% | Add +2.0% | 2,201,129 | $118.5M |
| Sterling Capital Management LLC | 1.53% | — | 2,187,236 | $117.7M |
| Alliancebernstein L.P. | 0.03% | Add +21.8% | 1,775,937 | $95.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +326.3% | 1,676,177 | $90.2M |
| Envestnet Asset Management Inc. | 0.03% | Add +15.3% | 1,658,180 | $89.3M |
| Legal & General Group Plc | 0.02% | Reduce -8.3% | 1,466,344 | $78.9M |
| Centersquare Investment Management LLC | 0.73% | Add +25.9% | 1,448,000 | $77.9M |
| Balyasny Asset Management L.P. | 0.16% | Reduce -42.6% | 1,133,171 | $61.0M |
| Nuveen Asset Management, LLC | 0.02% | Add +10.7% | 1,112,032 | $59.9M |
| Bank of America Corp. | 0.01% | Reduce -16.0% | 1,110,865 | $59.8M |
| TimesSquare Capital Management, LLC | 0.84% | Reduce -1.3% | 1,045,565 | $56.3M |
| Janus Henderson Group PLC | 0.03% | Reduce -34.0% | 1,039,461 | $55.9M |
| Capital World Investors | 0.01% | New | 1,034,752 | $55.7M |
| PGGM Investments | 0.65% | Add +8.6% | 943,848 | $50.8M |
| Wellington Management Group LLP | 0.01% | Add +13.9% | 929,707 | $50.0M |
| Truist Financial Corp. | 0.08% | Reduce -65.6% | 898,104 | $48.3M |
| Boston Trust Walden Corp | 0.33% | Reduce -0.8% | 877,271 | $47.2M |
| Epoch Investment Partners, Inc. | 0.21% | Reduce -3.6% | 866,595 | $46.6M |
| Alyeska Investment Group, L.P. | 0.22% | Reduce -21.0% | 806,015 | $43.4M |
| Sei Investments Co. | 0.05% | Add +0.7% | 767,389 | $41.3M |
| American Century Companies Inc. | 0.02% | Add +34.4% | 754,001 | $40.6M |
| Schroder Investment Management Group | 0.04% | Reduce -0.5% | 734,925 | $39.1M |
| Rhumbline Advisers | 0.04% | Reduce -1.4% | 720,011 | $38.8M |
| Public Employees Retirement Association of Colorado | 0.14% | Reduce -0.3% | 641,950 | $34.6M |
| Keybank National Association | 0.13% | Add +2.0% | 613,337 | $33.0M |
| Retirement Systems of Alabama | 0.12% | Reduce -0.7% | 601,363 | $32.4M |
| Canada Pension Plan Investment Board | 0.03% | Reduce -5.8% | 589,000 | $31.7M |
| Copeland Capital Management, LLC | 0.54% | Add +2.0% | 581,158 | $31.3M |
| Millennium Management | 0.03% | Add +151.8% | 575,378 | $31.0M |
| Victory Capital Management Inc. | 0.03% | Add +46.6% | 546,274 | $29.4M |
| Principal Financial Group Inc. | 0.02% | Reduce -30.4% | 521,502 | $28.1M |
| Raymond James & Associates | 0.02% | Reduce -1.1% | 486,988 | $26.2M |
| Swiss National Bank | 0.02% | Reduce -0.7% | 439,200 | $23.6M |
| TD Asset Management Inc | 0.02% | Add +0.4% | 425,631 | $22.7M |
| CANADA LIFE ASSURANCE Co | 0.04% | Reduce -4.2% | 420,250 | $22.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.9% | 415,449 | $22.4M |
| Public Employees Retirement System of Ohio | 0.10% | Add +2.0% | 413,565 | $22.3M |
| Heitman Real Estate Securities LLC | 1.19% | Reduce -8.6% | 406,988 | $21.9M |
| Nordea Investment Management AB | 0.02% | Reduce -4.9% | 408,567 | $21.8M |
| Crawford Investment Counsel Inc. | 0.36% | Reduce -24.4% | 396,099 | $21.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -14.4% | 419,058 | $21.2M |
| California Public Employees Retirement System | 0.01% | Add +1.0% | 392,780 | $21.1M |
| Asset Management One Co., Ltd. | 0.07% | Reduce -1.4% | 377,318 | $20.3M |
| Gateway Investment Advisers LLC | 0.21% | No change | 358,286 | $19.3M |
| Nicola Wealth Management LTD. | 1.51% | No change | 354,000 | $19.1M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +765.5% | 353,041 | $19.0M |
| Davidson Investment Advisors | 0.88% | Add +4.5% | 336,962 | $18.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -46.9% | 336,218 | $18.1M |
| Barclays PLC | 0.01% | Add +54.0% | 330,549 | $17.8M |
| HSBC Holdings PLC | 0.01% | Add +29.6% | 328,986 | $17.7M |
| State of Wisconsin Investment Board | 0.04% | Reduce -1.1% | 313,198 | $16.9M |
| Panagora Asset Management Inc. | 0.08% | Reduce -1.2% | 307,397 | $16.5M |
| Voloridge Investment Management, LLC | 0.06% | Add +10.3% | 306,034 | $16.5M |
| Franklin Resources Inc. | 0.00% | Add +13.1% | 319,316 | $15.9M |
| Nomura Asset Management Co. Ltd. | 0.05% | Add +1.3% | 290,972 | $15.7M |
| Corebridge Financial, Inc. | 0.08% | Reduce -6.4% | 266,297 | $14.3M |
| UBS Group AG | 0.00% | Add +34.2% | 254,952 | $13.7M |
| B&I Capital AG | 3.91% | Add +32.4% | 250,890 | $13.5M |
| Macquarie Group Ltd. | 0.01% | Add +1.8% | 223,549 | $12.0M |
| Carlyle Group Inc. | 1.24% | No change | 220,500 | $11.9M |
| Pacer Advisors, Inc. | 0.03% | Reduce -8.7% | 217,031 | $11.7M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -1.6% | 216,500 | $11.7M |
| Schonfeld Strategic Advisors LLC | 0.09% | Add +9.8% | 215,514 | $11.6M |
| Glenmede Trust Co. NA | 0.06% | Add +0.0% | 214,330 | $11.5M |
| California State Teachers Retirement System | 0.01% | Reduce -3.0% | 212,842 | $11.5M |
| APG Asset Management US Inc. | 0.08% | Reduce -60.4% | 213,755 | $11.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.9% | 209,498 | $11.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +1.3% | 197,127 | $10.6M |
| Wells Fargo & Company | 0.00% | Add +11.0% | 187,421 | $10.1M |
| Renaissance Technologies | 0.02% | Add +55.3% | 187,388 | $10.1M |
| Corient Private Wealth LP | 0.02% | Add +6.0% | 180,300 | $9.7M |
| AXA S.A. | 0.03% | Add +5.3% | 178,970 | $9.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.1% | 178,683 | $9.6M |
| Old National Bancorp | 0.22% | Add +0.1% | 176,916 | $9.5M |
| Verition Fund Management LLC | 0.07% | Add +12.1% | 174,961 | $9.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +4.1% | 173,525 | $9.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +2.4% | 164,470 | $8.9M |
| Royal Bank of Canada | 0.00% | Reduce -2.0% | 164,302 | $8.8M |
| BNP Paribas Financial Markets | 0.01% | Add +32.9% | 158,472 | $8.5M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +3.4% | 160,181 | $8.5M |
| New York State Teachers Retirement System | 0.02% | Add +4.2% | 156,415 | $8.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -16.4% | 154,503 | $8.3M |
| Edgestream Partners, L.P. | 0.35% | Add +86.3% | 149,813 | $8.1M |
| Lazard Asset Management LLC | 0.01% | Reduce -70.2% | 146,524 | $7.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +0.1% | 145,603 | $7.8M |
| Prudential Financial Inc. | 0.01% | Reduce -7.6% | 143,499 | $7.7M |
| Tidal Investments LLC | 0.08% | Add +24.7% | 141,099 | $7.5M |
| Guggenheim Capital LLC | 0.05% | Reduce -20.7% | 136,447 | $7.3M |
| State of Alaska, Department of Revenue | 0.08% | Add +0.4% | 133,050 | $7.2M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +1.3% | 130,998 | $7.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +2.3% | 126,010 | $6.8M |
| MetLife Investment Management, LLC | 0.04% | Reduce -1.7% | 123,202 | $6.6M |
| Mutual of America Capital Management LLC | 0.07% | Reduce -5.5% | 121,711 | $6.6M |
| First Trust Advisors LP | 0.01% | Add +34.7% | 118,992 | $6.4M |
| Stifel Financial Corp. | 0.01% | Add +42.5% | 117,528 | $6.3M |
| Citigroup Inc. | 0.01% | Add +28.3% | 116,903 | $6.3M |
| Marshall Wace, LLP | 0.01% | New | 116,337 | $6.3M |
| Amundi | 0.00% | Reduce -2.3% | 123,264 | $6.2M |
| STRS Ohio | 0.02% | Reduce -31.2% | 109,000 | $5.9M |
| Amalgamated Bank | 0.05% | Reduce -5.6% | 107,266 | $5.8M |
| DAVENPORT & Co LLC | 0.03% | Add +18.1% | 106,162 | $5.7M |
| Cullen/Frost Bankers, Inc. | 0.07% | Reduce -0.7% | 101,508 | $5.5M |
| Trillium Asset Management, LLC | 0.13% | Reduce -1.3% | 99,538 | $5.4M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.4% | 97,766 | $5.3M |
| Prospector Partners LLC | 0.56% | Add +0.6% | 97,106 | $5.2M |
| Allianz Asset Management GmbH | 0.01% | Reduce -3.0% | 97,078 | $5.2M |
| Ensign Peak Advisors, Inc | 0.01% | Add +3.1% | 96,152 | $5.2M |
| 1834 Investment Advisors Co. | 0.59% | Reduce -29.5% | 94,290 | $5.1M |
| Squarepoint Ops LLC | 0.02% | Reduce -40.0% | 94,061 | $5.1M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -11.7% | 93,975 | $5.1M |
| Holocene Advisors, LP | 0.02% | Reduce -22.0% | 92,746 | $5.0M |
| LPL Financial LLC | 0.00% | Add +2.8% | 91,092 | $4.9M |
| Yousif Capital Management, LLC | 0.05% | Reduce -11.3% | 90,443 | $4.9M |
| Lasalle Investment Management Securities LLC | 0.19% | Reduce -82.3% | 90,100 | $4.9M |
| Albion Financial Group | 0.33% | Add +4.3% | 89,257 | $4.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -0.8% | 88,777 | $4.8M |
| Van Eck Associates Corp. | 0.01% | Add +12.3% | 94,950 | $4.7M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -4.9% | 87,576 | $4.7M |
| Two Sigma Advisers, LP | 0.01% | Reduce -27.1% | 82,800 | $4.5M |
| Decatur Capital Management, Inc. | 1.99% | Add +169.9% | 80,194 | $4.3M |
| American Assets Capital Advisers, LLC | 1.28% | No change | 77,491 | $4.2M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -9.2% | 77,307 | $4.2M |
| Quantinno Capital Management LP | 0.05% | Add +15.1% | 76,805 | $4.1M |
| Daiwa Securities Group Inc. | 0.02% | Add +6.9% | 75,135 | $4.0M |
| Employees Retirement System of Texas | 0.04% | New | 73,500 | $4.0M |
| Pathstone Holdings, LLC | 0.02% | Add +1.5% | 73,279 | $3.9M |
| WCM Investment Management, LLC | 0.01% | No change | 72,182 | $3.8M |
| Natixis Advisors, LLC | 0.01% | Add +4.6% | 71,126 | $3.8M |
| Handelsbanken Fonder AB | 0.02% | Reduce -14.9% | 71,034 | $3.8M |
| Pensionfund PDN | 1.75% | No change | 70,800 | $3.8M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.04% | — | 70,771 | $3.8M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | No change | 70,771 | $3.8M |
| Pictet Asset Management Holding SA | 0.00% | Add +2.0% | 70,392 | $3.8M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -2.7% | 70,330 | $3.8M |
| Mesirow Institutional Investment Management, Inc. | 0.27% | Add +7.8% | 66,516 | $3.6M |
| Arizona State Retirement System | 0.02% | Add +2.9% | 64,780 | $3.5M |
| HRT Financial LP | 0.02% | Add +134.7% | 63,710 | $3.4M |
| UniSuper Management Pty Ltd | 0.03% | No change | 63,000 | $3.4M |
| AQR Capital Management | 0.00% | Add +67.8% | 63,237 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +648.5% | 62,456 | $3.4M |
| Louisiana State Employees Retirement System | 0.06% | Reduce -1.9% | 62,400 | $3.4M |
| Liberty Mutual Group Asset Management Inc. | 0.49% | Add +0.5% | 59,656 | $3.2M |
| Cibc World Markets Corp. | 0.02% | New | 59,514 | $3.2M |
| Wolverine Asset Management LLC | 0.32% | Reduce -30.0% | 59,263 | $3.2M |
| Bank of Montreal | 0.00% | Reduce -4.3% | 58,897 | $3.1M |
| Bokf, NA | 0.05% | Add +0.3% | 59,410 | $3.1M |
| Los Angeles Capital Management LLC | 0.01% | New | 56,644 | $3.0M |
| Pinebridge Investments, L.P. | 0.02% | New | 55,513 | $3.0M |
| State of Michigan Retirement System | 0.01% | Reduce -1.3% | 53,500 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -24.3% | 52,906 | $2.8M |
| Teacher Retirement System of Texas | 0.01% | Add +22.4% | 52,096 | $2.8M |
| IFM Investors Pty Ltd | 0.03% | Reduce -0.0% | 52,004 | $2.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +1980.0% | 52,000 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -2.8% | 50,164 | $2.7M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -2.8% | 50,164 | $2.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.06% | Reduce -0.5% | 49,963 | $2.7M |
| Lake Street Private Wealth, LLC | 0.41% | Add +7.4% | 47,706 | $2.6M |
| Ameritas Investment Partners, Inc. | 0.08% | Reduce -3.5% | 46,202 | $2.5M |
| Aberdeen Group plc | 0.00% | Reduce -66.8% | 46,090 | $2.5M |
| New Mexico Educational Retirement Board | 0.08% | No change | 45,900 | $2.5M |
| Oregon Public Employees Retirement Fund | 0.05% | Reduce -2.6% | 45,528 | $2.5M |
| Coldstream Capital Management Inc. | 0.05% | Add +4.3% | 45,209 | $2.4M |
| Vestcor Inc | 0.07% | Add +129.3% | 43,622 | $2.3M |
| Danske Bank A/S | 0.01% | Add +7.7% | 42,809 | $2.3M |
| Citadel Advisors | 0.00% | New | 42,683 | $2.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -24.3% | 42,418 | $2.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +4.2% | 41,961 | $2.3M |
| Gotham Asset Management | 0.02% | Add +56.8% | 40,530 | $2.2M |
| Tudor Investment Corporation | 0.02% | Reduce -77.9% | 37,943 | $2.0M |
| Utah Retirement Systems | 0.02% | No change | 37,008 | $2.0M |
| Federated Hermes, Inc. | 0.00% | Add +48.3% | 36,920 | $2.0M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.05% | Reduce -54.2% | 36,504 | $2.0M |
| Pallas Capital Advisors LLC | 0.08% | Reduce -1.3% | 38,746 | $1.9M |
| Ontario Teachers Pension Plan Board | 0.02% | Reduce -44.7% | 34,556 | $1.9M |
| Landscape Capital Management, L.L.C. | 0.19% | Reduce -60.1% | 34,176 | $1.8M |
| Campbell & CO Investment Adviser LLC | 0.13% | Reduce -0.7% | 33,193 | $1.8M |
| Harbor Capital Advisors, Inc. | 0.08% | Add +127.1% | 33,013 | $1.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.27% | Add +117.5% | 32,665 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 32,614 | $1.8M |
| Voya Investment Management LLC | 0.00% | Reduce -45.0% | 32,503 | $1.7M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +4.2% | 31,532 | $1.7M |
| Moran Wealth Management, LLC | 0.05% | Reduce -0.1% | 31,510 | $1.7M |
| Pensionfund Sabic | 0.48% | Reduce -17.3% | 28,700 | $1.5M |
| Elevation Point Wealth Partners, LLC | 0.14% | Add +15.5% | 27,964 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +23.8% | 29,540 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +31.9% | 27,207 | $1.5M |
| CoreCap Advisors, LLC | 0.07% | New | 27,045 | $1.5M |
| M&T Bank Corp | 0.00% | Reduce -2.4% | 27,043 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.02% | New | 26,971 | $1.5M |
| Empire Life Investments Inc. | 0.09% | No change | 26,819 | $1.4M |
| Naples Global Advisors, LLC | 0.13% | Add +0.2% | 26,285 | $1.4M |
| Greenland Capital Management LP | 0.25% | Add +73.3% | 26,000 | $1.4M |
| Xponance LLC | 0.01% | Add +2.9% | 25,998 | $1.4M |
| New York Life Investment Management LLC | 0.01% | Reduce -5.4% | 25,805 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -68.4% | 25,135 | $1.4M |
| Inceptionr LLC | 0.33% | Reduce -15.8% | 25,347 | $1.4M |
| Twinbeech Capital LP | 0.03% | New | 24,968 | $1.3M |
| Principal Securities, Inc. | 0.03% | Add +3.3% | 24,759 | $1.3M |
| World Investment Advisors | 0.04% | Add +0.2% | 24,580 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +6.3% | 23,618 | $1.3M |
| Metis Global Partners, LLC | 0.04% | Add +29.8% | 23,178 | $1.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +56.1% | 22,836 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +42.0% | 21,627 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +14.8% | 21,260 | $1.1M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 20,823 | $1.1M |
| Erste Asset Management GmbH | 0.01% | Add +12.1% | 20,400 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +25.5% | 19,910 | $1.1M |
| Spirit of America Management Corp. | 0.21% | No change | 19,450 | $1.0M |
| Azzad Asset Management Inc. | 0.11% | Add +4.9% | 18,447 | $993K |
| Creative Planning | 0.00% | Add +14.4% | 18,335 | $987K |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.4% | 17,511 | $943K |
| MQS Management LLC | 0.51% | Add +16.1% | 17,016 | $916K |
| Shell Asset Management Co. | 0.04% | — | 16,474 | $887K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +13.7% | 16,067 | $865K |
| DoubleLine ETF Adviser LP | 0.21% | New | 16,063 | $865K |
| Mirador Capital Partners LP | 0.15% | Add +1.6% | 15,875 | $855K |
| Susquehanna International Group, LLP | 0.00% | Reduce -35.6% | 15,852 | $853K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.1% | 15,356 | $827K |
| Cornercap Investment Counsel Inc. | 0.24% | Add +8.4% | 15,209 | $819K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +11.3% | 14,941 | $804K |
| Invst, LLC | 0.10% | Reduce -1.4% | 14,936 | $804K |
| United Services Automobile Association | 0.02% | Reduce -16.2% | 14,921 | $803K |
| Penserra Capital Management LLC | 0.02% | Reduce -2.6% | 14,441 | $777K |
| Winmill & Co. Inc. | 0.25% | No change | 14,000 | $754K |
| Magnetar Financial LLC | 0.02% | New | 13,833 | $745K |
| FIL Ltd | 0.00% | Reduce -26.8% | 13,598 | $732K |
| US Bancorp \de | 0.00% | Reduce -15.3% | 13,502 | $727K |
| Clearstead Advisors, LLC | 0.01% | No change | 13,390 | $721K |
| Mariner, LLC | 0.00% | Add +3.0% | 13,325 | $717K |
| Donoghue Forlines LLC | 0.20% | No change | 12,817 | $690K |
| Prudential PLC | 0.00% | New | 12,783 | $688K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -27.3% | 12,780 | $688K |
| Cooper Financial Group | 0.09% | Add +3.1% | 12,678 | $682K |
| D.A. Davidson & Co. | 0.01% | Add +14.2% | 12,581 | $677K |
| TD Private Client Wealth LLC | 0.02% | Reduce -0.4% | 12,252 | $660K |
| Pinnacle Associates Ltd. | 0.01% | Add +11.8% | 14,150 | $656K |
| Bridges Investment Management Inc. | 0.01% | No change | 11,987 | $645K |
| Ossiam | 0.01% | Reduce -45.4% | 11,705 | $630K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.6% | 11,647 | $627K |
| Chiron Investment Management, LLC | 0.22% | New | 11,472 | $618K |
| Wesbanco Bank Inc. | 0.02% | No change | 11,408 | $614K |
| Centiva Capital, LP | 0.03% | New | 11,345 | $611K |
| Atria Investments, Inc | 0.01% | Reduce -15.4% | 10,791 | $581K |
| Man Group plc | 0.00% | New | 10,716 | $577K |
| Sanctuary Advisors, LLC | 0.00% | New | 11,668 | $571K |
| Presima Securities ULC | 0.13% | Add +2.9% | 10,600 | $571K |
| Virtu Financial LLC | 0.03% | New | 10,523 | $566K |
| Norinchukin Bank, The | 0.01% | Reduce -0.9% | 10,178 | $548K |
| Sit Investment Associates Inc. | 0.01% | No change | 9,950 | $536K |
| Vident Advisory, LLC | 0.01% | Reduce -0.9% | 9,881 | $532K |
| ProShare Advisors LLC | 0.00% | Reduce -7.5% | 9,817 | $528K |
| Oak Thistle LLC | 0.17% | Add +70.4% | 9,698 | $522K |
| Carmel Capital Partners, LLC | 0.20% | Add +4.3% | 9,611 | $517K |
| 1832 Asset Management L.P. | 0.00% | No change | 9,573 | $515K |
| QRG Capital Management, Inc. | 0.01% | Add +15.3% | 9,456 | $509K |
| Aster Capital Management (DIFC) Ltd | 0.11% | — | 9,243 | $498K |
| Sherbrooke Park Advisers LLC | 0.11% | New | 8,921 | $480K |
| Baird Financial Group, Inc. | 0.00% | Add +10.3% | 8,898 | $479K |
| Shelton Capital Management | 0.01% | Reduce -2.9% | 8,894 | $479K |
| EP Wealth Advisors, LLC | 0.00% | New | 8,740 | $470K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +34.8% | 8,732 | $465K |
| Knollwood Investment Advisory, LLC | 0.05% | Reduce -27.2% | 8,209 | $442K |
| Oddo BHF Asset Management Sas | 0.02% | — | 8,203 | $442K |
| Allstate Corp. | 0.04% | Reduce -45.1% | 8,098 | $436K |
| Frank, Rimerman Advisors LLC | 0.03% | Add +0.0% | 8,038 | $433K |
| Householder Group Estate & Retirement Specialist, LLC | 0.12% | Add +2.2% | 7,797 | $419K |
| XML Financial, LLC | 0.04% | Add +1.1% | 7,303 | $393K |
| Wedbush Securities Inc. | 0.01% | Add +1.4% | 7,301 | $393K |
| Gallacher Capital Management LLC | 0.18% | Reduce -19.3% | 7,249 | $390K |
| Brevan Howard Capital Management LP | 0.02% | Reduce -49.3% | 7,110 | $383K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.8% | 7,077 | $381K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -30.5% | 6,987 | $376K |
| Impact Partnership Wealth, LLC | 0.08% | Add +17.7% | 6,979 | $376K |
| Inspire Advisors, LLC | 0.05% | New | 6,975 | $375K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +6.3% | 6,859 | $369K |
| Vanderbilt University | 0.07% | Reduce -57.2% | 6,670 | $359K |
| CIBC Asset Management Inc | 0.00% | Add +3.6% | 6,642 | $358K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -84.0% | 6,493 | $350K |
| Arkadios Wealth Advisors | 0.02% | New | 6,298 | $339K |
| Mutual Advisors, LLC | 0.01% | No change | 6,889 | $338K |
| Belpointe Asset Management LLC | 0.02% | Add +0.4% | 6,271 | $338K |
| Transcendent Capital Group LLC | 0.17% | New | 6,258 | $337K |
| Profund Advisors LLC | 0.01% | Reduce -1.2% | 6,139 | $330K |
| Townsquare Capital LLC | 0.00% | New | 6,076 | $327K |
| PEAK6 Investments LLC | 0.02% | New | 5,993 | $323K |
| KBC Group NV | 0.00% | Reduce -0.0% | 5,867 | $316K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -15.7% | 5,822 | $313K |
| Cerity Partners LLC | 0.00% | New | 5,768 | $310K |
| Captrust Financial Advisors | 0.00% | Add +4.5% | 5,734 | $309K |
| Lindenwold Advisors, INC | 0.15% | Add +8.3% | 5,580 | $300K |
| Deerfield Management Company, L.P. | 0.00% | New | 5,550 | $299K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -2.2% | 5,541 | $298K |
| Renaissance Group LLC | 0.01% | No change | 5,501 | $296K |
| Howard Bailey Securities, LLC | 0.11% | — | 5,392 | $290K |
| Engineers Gate Manager LP | 0.01% | New | 5,232 | $282K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -6.5% | 5,192 | $279K |
| Kaizen Financial Strategies | 0.16% | No change | 5,181 | $279K |
| Colonial Trust Co / SC | 0.04% | Add +22.0% | 5,232 | $278K |
| Advisors Asset Management, Inc. | 0.01% | Add +11.8% | 5,010 | $270K |
| Raymond James Trust N.A. | 0.01% | Reduce -6.6% | 4,991 | $269K |
| Janney Montgomery Scott LLC | 0.00% | Add +9.2% | 4,952 | $267K |
| BTS Asset Management, Inc. | 0.25% | New | 4,949 | $266K |
| Curtis Advisory Group, LLC | 0.07% | Reduce -2.2% | 4,903 | $264K |
| Jump Financial, LLC | 0.01% | Reduce -76.0% | 4,758 | $256K |
| Greenleaf Trust | 0.00% | Add +1.0% | 4,748 | $256K |
| FWG Investments, LLC. | 0.21% | New | 4,534 | $244K |
| SG Americas Securities, LLC | 0.00% | Reduce -89.0% | 4,530 | $244K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,362 | $231K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 4,209 | $227K |
| Stephens Inc. | 0.00% | New | 4,200 | $226K |
| Harvest Fund Management Co., Ltd | 0.01% | Add +183.9% | 4,173 | $225K |
| Castle Rock Wealth Management, LLC | 0.05% | New | 4,417 | $224K |
| CI Investments Inc. | 0.00% | Reduce -6.1% | 4,068 | $219K |
| Compound Planning, Inc. | 0.01% | New | 4,066 | $219K |
| Choreo, LLC | 0.00% | New | 4,024 | $215K |
| Howard Capital Management Group, LLC | 0.01% | New | 3,946 | $212K |
| Simplicity Wealth,LLC | 0.02% | New | 3,856 | $208K |
| First Trust Direct Indexing L.P. | 0.01% | New | 3,795 | $204K |
| Virtus Advisers, LLC | 0.09% | Reduce -13.6% | 3,609 | $194K |
| Assetmark, Inc. | 0.00% | Add +4.7% | 3,576 | $192K |
| Bessemer Group Inc. | 0.00% | Add +2.1% | 3,287 | $177K |
| GeoWealth Management, LLC | 0.01% | New | 2,645 | $142K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -25.3% | 2,610 | $140K |
| Fifth Third Bancorp | 0.00% | Add +4.3% | 2,528 | $136K |
| WASHINGTON TRUST Co | 0.00% | No change | 2,500 | $135K |
| GAMMA Investing LLC | 0.01% | Add +52.6% | 2,375 | $128K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +316.9% | 2,347 | $126K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 2,250 | $121K |
| SYSTM Wealth Solutions LLC | 3.39% | — | 2,077 | $112K |
| Operose Advisors LLC | 0.03% | New | 1,690 | $91K |
| Covestor Ltd | 0.05% | Reduce -25.3% | 1,563 | $85K |
| Simplex Trading, LLC | 0.00% | New | 1,584 | $85K |
| Anchor Investment Management, LLC | 0.01% | New | 1,462 | $79K |
| Quarry LP | 0.02% | Add +19.8% | 1,371 | $74K |
| Quadrant Capital Group LLC | 0.01% | Add +12.8% | 1,348 | $73K |
| International Assets Investment Management, LLC | 0.01% | New | 1,348 | $73K |
| Abich Financial Wealth Management LLC | 0.16% | Reduce -8.0% | 1,326 | $71K |
| Cwm, LLC | 0.00% | Add +10.2% | 1,324 | $71K |
| Aew Capital Management L P | 0.00% | No change | 1,300 | $70K |
| Headlands Technologies LLC | 0.01% | New | 1,218 | $66K |
| CIBC Private Wealth Group LLC | 0.00% | Add +6.8% | 1,180 | $64K |
| Loomis Sayles & Co. L P | 0.00% | Add +3130.6% | 1,163 | $63K |
| Brooklyn Investment Group | 0.02% | New | 1,100 | $59K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.3% | 1,061 | $57K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,035 | $56K |
| Parallel Advisors, LLC | 0.00% | Add +79.1% | 962 | $52K |
| Alpine Bank Wealth Management | 0.01% | — | 907 | $49K |
| Avior Wealth Management, LLC | 0.00% | Add +5.0% | 834 | $45K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +5.8% | 821 | $44K |
| Catalyst Funds Management Pty Ltd | 0.01% | Reduce -33.3% | 800 | $43K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -70.3% | 767 | $41K |
| Signaturefd, LLC | 0.00% | Reduce -0.8% | 763 | $41K |
| Global Retirement Partners, LLC | 0.00% | Reduce -13.8% | 744 | $40K |
| Wiser Advisor Group LLC | 0.05% | Add +0.9% | 652 | $35K |
| Peterson Financial Group, Inc. | 0.13% | New | 609 | $33K |
| UMB Bank, n.a. | 0.00% | Add +302.0% | 591 | $32K |
| Rise Advisors, LLC | 0.02% | Add +1.0% | 587 | $32K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 580 | $31K |
| Whittier Trust Co. | 0.00% | No change | 559 | $30K |
| Mather Group, Llc. | 0.00% | Reduce -5.5% | 511 | $28K |
| Montag A & Associates Inc. | 0.00% | No change | 472 | $25K |
| Allworth Financial LP | 0.00% | Reduce -11.6% | 428 | $23K |
| Bank of New Hampshire | 0.01% | No change | 415 | $22K |
| Eagle Bay Advisors LLC | 0.01% | Add +0.5% | 412 | $22K |
| Syntax Research, Inc. | 0.01% | Reduce -99.4% | 409 | $22K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 400 | $22K |
| Lindbrook Capital, LLC | 0.00% | No change | 394 | $21K |
| NewEdge Advisors, LLC | 0.00% | Add +243.9% | 392 | $21K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 341 | $18K |
| Centerpoint Advisors, LLC | 0.01% | No change | 342 | $18K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.8% | 329 | $18K |
| Geneos Wealth Management Inc. | 0.00% | Add +8.0% | 324 | $17K |
| Blue Trust, Inc. | 0.00% | Add +232.8% | 386 | $17K |
| Riverview Trust Co | 0.02% | No change | 320 | $17K |
| Spire Wealth Management | 0.00% | Reduce -35.8% | 310 | $17K |
| SouthState Bank Corp | 0.00% | No change | 300 | $16K |
| North Star Investment Management Corp. | 0.00% | No change | 300 | $16K |
| Huntington National Bank | 0.00% | Reduce -17.4% | 298 | $16K |
| Jones Financial Companies LLLP | 0.00% | Add +625.0% | 290 | $15K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 253 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Add +291.8% | 239 | $13K |
| CENTRAL TRUST Co | 0.00% | No change | 220 | $12K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 211 | $11K |
| Gould Capital, LLC | 0.01% | No change | 200 | $11K |
| Heritage Wealth Advisors | 0.00% | No change | 200 | $11K |
| Ancora Advisors LLC | 0.00% | No change | 200 | $11K |
| Arax Advisory Partners | 0.00% | Add +31.4% | 180 | $10K |
| Parkside Financial Bank & Trust | 0.00% | Add +3.5% | 175 | $9K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 167 | $9K |
| Ascentis Independent Advisors | 0.00% | New | 161 | $9K |
| Venturi Wealth Management, LLC | 0.00% | Add +48.1% | 160 | $9K |
| Bell Investment Advisors, Inc | 0.00% | No change | 156 | $8K |
| Red Tortoise LLC | 0.00% | No change | 153 | $8K |
| Meeder Asset Management Inc. | 0.00% | Add +6.4% | 149 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 145 | $8K |
| Creative Financial Designs Inc. | 0.00% | Add +1.6% | 131 | $7K |
| ClariVest Asset Management LLC | 0.00% | No change | 139 | $6K |
| Adirondack Trust Co. | 0.00% | No change | 116 | $6K |
| Lanark Financial, Inc. | 0.00% | Reduce -37.0% | 119 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 106 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -5.0% | 95 | $5K |
| PSI Advisors, LLC | 0.00% | Reduce -93.0% | 85 | $5K |
| Archer Investment Corp | 0.00% | No change | 80 | $4K |
| IFP Advisors, Inc | 0.00% | Reduce -94.3% | 79 | $4K |
| Earned Wealth Advisors, LLC | 0.00% | New | 55 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +29.3% | 53 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 51 | $3K |
| Larson Financial Group LLC | 0.00% | New | 45 | $2K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -48.2% | 43 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | — | 42 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Add +13.9% | 41 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 38 | $2K |
| Sachetta, LLC | 0.00% | No change | 35 | $2K |
| Crewe Advisors LLC | 0.00% | No change | 25 | $1K |
| Continuum Advisory, LLC | 0.00% | Reduce -7.1% | 26 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 22 | $1K |
| LRI Investments, LLC | 0.00% | No change | 20 | $959 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 16 | $861 |
| Plato Investment Management Ltd | 0.00% | No change | 16 | $860 |
| Dunhill Financial, LLC | 0.00% | New | 14 | $776 |
| Versant Capital Management, Inc | 0.00% | No change | 7 | $377 |
| Cornerstone Planning Group LLC | 0.00% | No change | 6 | $286 |
| Rothschild Investment LLC | 0.00% | New | 5 | $269 |
| Mendota Financial Group, LLC | 0.00% | New | 3 | $162 |
| First Personal Financial Services | 0.00% | New | 3 | $162 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $54 |
"% of holder's portfolio" is CUBE's weight in each manager's 13F, not the share of Cubesmart the manager owns.