CubesmartCUBE
13F holders, Q4 2024 (December 31)459holders +10
47new positions
42sold out
7famous investors
$42.82avg. 13F price*
At the end of Q4 2024, 459 institutions reported holding Cubesmart (CUBE) in their 13F filings, up 10 from Q3 2024. 47 opened new positions and 42 sold out. The largest holders were Vanguard Group Inc. ($1.4B), BlackRock, Inc. ($1.3B) and FMR LLC ($575.8M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cubesmart
- CUSIP
- 229663109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $108.8M |
| Exits | 42 | $37.4M |
All 13F filers, Q3 2024 → Q4 2024: 18,606,398 shares bought and 17,563,420 shares sold, net +1,042,978 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 459 holders
| Vanguard Group Inc. | 0.02% | Add +0.3% | 31,507,111 | $1.4B |
| BlackRock, Inc. | 0.03% | Add +3.2% | 29,379,335 | $1.3B |
| FMR LLC | 0.03% | Reduce -18.5% | 13,437,536 | $575.8M |
| State Street Corp. | 0.02% | Add +2.3% | 11,473,141 | $491.6M |
| Norges Bank | 0.05% | Add +3.7% | 9,523,077 | $408.1M |
| T. Rowe Price Investment Management, Inc. | 0.18% | Add +27.8% | 6,727,155 | $288.3M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -7.7% | 6,291,797 | $269.6M |
| Allspring Global Investments Holdings, LLC | 0.33% | Reduce -1.9% | 4,992,588 | $207.7M |
| Geode Capital Management, LLC | 0.02% | Reduce -0.5% | 4,568,672 | $195.8M |
| JPMorgan Chase & Co. | 0.01% | Add +9.1% | 4,299,460 | $184.2M |
| Northern Trust Corp. | 0.02% | Add +46.6% | 3,758,863 | $161.1M |
| CBRE Investment Management Listed Real Assets LLC | 2.57% | Add +6.0% | 3,368,022 | $144.3M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -0.5% | 3,336,798 | $143.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.0% | 3,124,707 | $133.9M |
| Resolution Capital Ltd | 2.32% | Reduce -34.1% | 3,008,124 | $128.9M |
| Capital World Investors | 0.02% | Add +184.5% | 2,944,248 | $126.2M |
| Morgan Stanley | 0.01% | Reduce -18.7% | 2,766,123 | $118.5M |
| Deutsche Bank AG | 0.05% | Reduce -48.9% | 2,739,066 | $117.4M |
| Invesco Ltd. | 0.02% | Reduce -24.9% | 2,682,693 | $115.0M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.38% | Reduce -2.3% | 2,574,729 | $110.3M |
| Alyeska Investment Group, L.P. | 0.42% | Add +219.4% | 2,574,641 | $110.3M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.1% | 2,246,985 | $96.3M |
| Duff & Phelps Investment Management Co. | 1.12% | Reduce -0.8% | 2,182,425 | $93.5M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.40% | Reduce -13.3% | 2,114,593 | $90.6M |
| Centersquare Investment Management LLC | 0.86% | Add +31.9% | 1,910,373 | $81.9M |
| Capital Research Global Investors | 0.02% | Reduce -16.4% | 1,851,247 | $79.3M |
| Sterling Capital Management LLC | 0.99% | Reduce -22.7% | 1,690,982 | $72.5M |
| UBS Group AG | 0.01% | Add +511.9% | 1,560,155 | $66.9M |
| Alliancebernstein L.P. | 0.02% | Reduce -12.4% | 1,555,782 | $66.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -10.7% | 1,497,668 | $64.2M |
| Russell Investments Group, Ltd. | 0.09% | Reduce -37.4% | 1,451,377 | $62.2M |
| Balyasny Asset Management L.P. | 0.14% | Add +18.8% | 1,346,158 | $57.7M |
| Legal & General Group Plc | 0.01% | Reduce -10.2% | 1,317,393 | $56.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -21.6% | 1,299,772 | $55.7M |
| Nuveen Asset Management, LLC | 0.01% | Add +11.4% | 1,239,118 | $53.1M |
| First Trust Advisors LP | 0.04% | Add +851.2% | 1,131,808 | $48.5M |
| Hudson Bay Capital Management LP | 0.33% | New | 1,068,965 | $45.8M |
| Bank of America Corp. | 0.00% | Reduce -9.8% | 1,001,969 | $42.9M |
| TimesSquare Capital Management, LLC | 0.62% | Reduce -5.3% | 989,855 | $42.4M |
| Millennium Management | 0.04% | Add +71.2% | 985,079 | $42.2M |
| PGGM Investments | 0.54% | No change | 943,848 | $40.4M |
| Boston Trust Walden Corp | 0.27% | Add +3.3% | 906,551 | $38.8M |
| Wellington Management Group LLP | 0.01% | Reduce -12.9% | 809,833 | $34.7M |
| Rhumbline Advisers | 0.03% | Add +0.9% | 726,444 | $31.1M |
| Truist Financial Corp. | 0.05% | Reduce -21.3% | 706,959 | $30.3M |
| Schroder Investment Management Group | 0.03% | Reduce -4.0% | 705,515 | $29.9M |
| Prudential Financial Inc. | 0.04% | Add +380.8% | 689,886 | $29.6M |
| Heitman Real Estate Securities LLC | 1.84% | Add +63.5% | 665,471 | $28.5M |
| Public Employees Retirement Association of Colorado | 0.11% | No change | 641,950 | $27.5M |
| Keybank National Association | 0.10% | Add +2.4% | 627,917 | $26.9M |
| Sei Investments Co. | 0.03% | Reduce -19.9% | 614,937 | $26.4M |
| Retirement Systems of Alabama | 0.10% | Add +0.2% | 602,783 | $25.8M |
| Canada Pension Plan Investment Board | 0.02% | No change | 589,000 | $25.2M |
| Copeland Capital Management, LLC | 0.45% | Reduce -3.6% | 559,941 | $24.0M |
| American Century Companies Inc. | 0.01% | Reduce -26.8% | 552,126 | $23.7M |
| Victory Capital Management Inc. | 0.02% | Reduce -0.5% | 543,723 | $23.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.6% | 518,359 | $22.2M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +45.6% | 513,921 | $22.0M |
| Qube Research & Technologies Ltd | 0.03% | New | 498,919 | $21.4M |
| Raymond James Financial Inc. | 0.01% | — | 496,562 | $21.3M |
| SG Americas Securities, LLC | 0.09% | Add +10685.4% | 488,579 | $20.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +11.9% | 464,817 | $19.9M |
| Citadel Advisors | 0.02% | Add +972.4% | 457,732 | $19.6M |
| Presima Securities ULC | 4.69% | Add +4092.4% | 444,390 | $19.0M |
| Swiss National Bank | 0.01% | Add +0.8% | 442,900 | $19.0M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +4.7% | 440,099 | $18.9M |
| Nordea Investment Management AB | 0.02% | Add +4.7% | 427,579 | $18.3M |
| Public Employees Retirement System of Ohio | 0.06% | Reduce -0.9% | 409,835 | $17.6M |
| Crawford Investment Counsel Inc. | 0.31% | Add +1.1% | 400,492 | $17.2M |
| Asset Management One Co., Ltd. | 0.06% | Add +1.0% | 381,134 | $16.2M |
| California Public Employees Retirement System | 0.01% | Reduce -5.3% | 371,819 | $15.9M |
| HSBC Holdings PLC | 0.01% | Add +9.6% | 360,492 | $15.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.8% | 348,543 | $14.9M |
| B&I Capital AG | 4.78% | Add +36.5% | 342,390 | $14.7M |
| Davidson Investment Advisors | 0.71% | Add +1.2% | 340,910 | $14.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -0.1% | 335,844 | $14.4M |
| Gateway Investment Advisers LLC | 0.16% | Reduce -7.8% | 330,249 | $14.2M |
| Franklin Resources Inc. | 0.00% | Reduce -2.1% | 312,585 | $13.4M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +4.9% | 305,102 | $13.1M |
| State of Wisconsin Investment Board | 0.03% | Reduce -5.9% | 294,718 | $12.6M |
| Nicola Wealth Management LTD. | 1.17% | Reduce -18.4% | 289,000 | $12.4M |
| STRS Ohio | 0.04% | Add +139.5% | 261,100 | $11.2M |
| Corebridge Financial, Inc. | 0.06% | Reduce -3.9% | 255,881 | $11.0M |
| Barclays PLC | 0.01% | Reduce -25.1% | 247,508 | $10.6M |
| Carlyle Group Inc. | 0.23% | No change | 220,500 | $9.4M |
| Macquarie Group Ltd. | 0.01% | Reduce -1.6% | 220,030 | $9.4M |
| Tudor Investment Corporation | 0.10% | Add +470.1% | 216,293 | $9.3M |
| Glenmede Trust Co. NA | 0.05% | Reduce -0.0% | 214,312 | $9.2M |
| California State Teachers Retirement System | 0.01% | Reduce -1.0% | 210,622 | $9.0M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -33.2% | 204,477 | $8.8M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 197,127 | $8.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -6.3% | 196,357 | $8.4M |
| Wells Fargo & Company | 0.00% | Add +2.5% | 192,080 | $8.2M |
| Lazard Asset Management LLC | 0.01% | Add +29.6% | 189,938 | $8.1M |
| Pacer Advisors, Inc. | 0.02% | Reduce -13.9% | 186,904 | $8.0M |
| Epoch Investment Partners, Inc. | 0.04% | Reduce -78.7% | 184,606 | $7.9M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -14.8% | 184,500 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.4% | 179,393 | $7.7M |
| Corient Private Wealth LP | 0.01% | Reduce -1.3% | 177,878 | $7.6M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 171,676 | $7.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -1.4% | 171,089 | $7.3M |
| Tidal Investments LLC | 0.06% | Add +21.8% | 171,810 | $7.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +34.0% | 168,881 | $7.2M |
| Renaissance Technologies | 0.01% | Reduce -10.5% | 167,788 | $7.2M |
| New Age Alpha Advisors, LLC | 0.29% | New | 166,911 | $7.2M |
| New York State Teachers Retirement System | 0.01% | Add +3.0% | 161,024 | $6.9M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 160,181 | $6.7M |
| Employees Retirement System of Texas | 0.07% | Add +110.2% | 154,500 | $6.6M |
| AXA S.A. | 0.02% | Reduce -15.8% | 150,633 | $6.5M |
| Old National Bancorp | 0.15% | Reduce -16.1% | 148,446 | $6.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +2.8% | 149,679 | $6.3M |
| Sophron Capital Management L.P. | 2.46% | — | 145,254 | $6.2M |
| New York State Common Retirement Fund | 0.01% | Reduce -6.5% | 144,503 | $6.2M |
| Lightrock Netherlands B.V. | 2.11% | — | 139,407 | $6.0M |
| Quantinno Capital Management LP | 0.06% | Add +75.8% | 135,037 | $5.8M |
| MetLife Investment Management, LLC | 0.03% | Add +8.8% | 134,082 | $5.7M |
| State of Alaska, Department of Revenue | 0.06% | Add +0.5% | 133,719 | $5.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -16.6% | 132,238 | $5.7M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 130,998 | $5.6M |
| AQR Capital Management | 0.01% | Add +101.6% | 127,499 | $5.4M |
| Allianz Asset Management GmbH | 0.01% | Add +28.0% | 124,270 | $5.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +38.2% | 122,725 | $5.3M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -1.9% | 119,464 | $5.1M |
| Verition Fund Management LLC | 0.03% | Reduce -32.3% | 118,374 | $5.1M |
| Amundi | 0.00% | Reduce -1.2% | 121,741 | $5.0M |
| Squarepoint Ops LLC | 0.01% | Add +16.3% | 109,345 | $4.7M |
| LPL Financial LLC | 0.00% | Add +19.2% | 108,610 | $4.7M |
| Amalgamated Bank | 0.04% | Add +0.5% | 107,746 | $4.6M |
| Cullen/Frost Bankers, Inc. | 0.06% | Add +4.5% | 106,022 | $4.5M |
| DAVENPORT & Co LLC | 0.03% | Reduce -3.1% | 102,859 | $4.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -90.2% | 102,317 | $4.4M |
| Guggenheim Capital LLC | 0.04% | Reduce -25.4% | 101,851 | $4.4M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 100,000 | $4.3M |
| Pinebridge Investments, L.P. | 0.03% | Add +77.5% | 98,506 | $4.2M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.6% | 98,376 | $4.2M |
| Citigroup Inc. | 0.00% | Reduce -16.6% | 97,493 | $4.2M |
| Prospector Partners LLC | 0.48% | No change | 97,106 | $4.2M |
| TD Asset Management Inc | 0.00% | Reduce -77.5% | 95,730 | $4.1M |
| Trillium Asset Management, LLC | 0.11% | Reduce -4.2% | 95,405 | $4.1M |
| Stifel Financial Corp. | 0.00% | Reduce -18.9% | 95,313 | $4.1M |
| Van Eck Associates Corp. | 0.01% | Add +0.1% | 95,064 | $4.1M |
| Waterfront Capital Partners, LLC | 0.74% | New | 92,909 | $4.0M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.7% | 91,396 | $3.9M |
| Lasalle Investment Management Securities LLC | 0.16% | No change | 90,100 | $3.9M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +2.8% | 90,010 | $3.8M |
| Vestcor Inc | 0.12% | Add +99.5% | 87,005 | $3.7M |
| Yousif Capital Management, LLC | 0.04% | Reduce -4.0% | 86,794 | $3.7M |
| Albion Financial Group | 0.25% | Reduce -2.9% | 86,664 | $3.7M |
| 1834 Investment Advisors Co. | 0.46% | Reduce -10.5% | 84,354 | $3.6M |
| Wolverine Asset Management LLC | 0.27% | Add +42.2% | 84,250 | $3.6M |
| Twinbeech Capital LP | 0.06% | Add +232.0% | 82,894 | $3.6M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -15.4% | 81,330 | $3.5M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | — | 80,507 | $3.4M |
| Mesirow Institutional Investment Management, Inc. | 0.27% | Add +20.9% | 80,420 | $3.4M |
| Decatur Capital Management, Inc. | 1.54% | Reduce -1.5% | 78,998 | $3.4M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -1.9% | 75,816 | $3.2M |
| Edgestream Partners, L.P. | 0.14% | Reduce -49.7% | 75,329 | $3.2M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -0.3% | 74,917 | $3.2M |
| Two Sigma Advisers, LP | 0.01% | Reduce -10.3% | 74,300 | $3.2M |
| Y-Intercept (Hong Kong) Ltd | 0.21% | Add +1027.5% | 73,211 | $3.1M |
| Holocene Advisors, LP | 0.01% | Reduce -21.3% | 72,953 | $3.1M |
| Teacher Retirement System of Texas | 0.01% | Add +39.6% | 72,712 | $3.1M |
| WCM Investment Management, LLC | 0.01% | Add +1.3% | 73,100 | $3.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +1.9% | 71,746 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.4% | 70,824 | $3.0M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | No change | 70,771 | $3.0M |
| Bank of Montreal | 0.00% | Add +19.7% | 70,505 | $3.0M |
| Aberdeen Group plc | 0.01% | Add +53.9% | 70,922 | $3.0M |
| Knights of Columbus Asset Advisors LLC | 0.19% | New | 68,893 | $3.0M |
| American Assets Capital Advisers, LLC | 0.97% | Reduce -12.6% | 67,766 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -4.9% | 66,860 | $2.9M |
| Cibc World Markets Corp. | 0.02% | Add +10.4% | 65,727 | $2.8M |
| Arizona State Retirement System | 0.02% | Add +0.9% | 65,357 | $2.8M |
| Handelsbanken Fonder AB | 0.01% | Reduce -10.0% | 63,934 | $2.7M |
| Natixis Advisors, LLC | 0.01% | Reduce -11.6% | 62,910 | $2.7M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -0.2% | 62,900 | $2.7M |
| Louisiana State Employees Retirement System | 0.05% | Add +0.6% | 62,800 | $2.7M |
| Panagora Asset Management Inc. | 0.01% | Reduce -81.0% | 58,559 | $2.5M |
| Bokf, NA | 0.04% | Add +1.3% | 60,154 | $2.4M |
| Engineers Gate Manager LP | 0.04% | Add +977.1% | 56,355 | $2.4M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -2.0% | 55,525 | $2.4M |
| Graham Capital Management, L.P. | 0.12% | New | 55,031 | $2.4M |
| Nomura Holdings Inc. | 0.01% | New | 54,569 | $2.3M |
| Pensionfund PDN | 1.43% | Reduce -24.0% | 53,800 | $2.3M |
| State of Michigan Retirement System | 0.01% | Add +0.2% | 53,600 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.6% | 53,212 | $2.3M |
| Danske Bank A/S | 0.01% | Add +21.7% | 52,117 | $2.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 52,000 | $2.2M |
| IFM Investors Pty Ltd | 0.02% | Reduce -0.2% | 51,899 | $2.2M |
| Lake Street Private Wealth, LLC | 0.35% | Add +7.6% | 51,342 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +0.7% | 50,534 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +0.7% | 50,534 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +19.0% | 50,463 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Add +0.6% | 50,261 | $2.2M |
| KLP Kapitalforvaltning As | 0.01% | — | 49,800 | $2.1M |
| Coldstream Capital Management Inc. | 0.04% | Add +5.3% | 47,621 | $2.0M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -78.3% | 46,690 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +1.0% | 45,992 | $2.0M |
| New Mexico Educational Retirement Board | 0.07% | No change | 45,900 | $2.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +9.4% | 45,902 | $2.0M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -2.0% | 45,298 | $1.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | New | 41,500 | $1.8M |
| Campbell & CO Investment Adviser LLC | 0.13% | Add +22.9% | 40,786 | $1.7M |
| Pallas Capital Advisors LLC | 0.07% | Add +0.9% | 39,107 | $1.7M |
| AlphaQuest LLC | 0.21% | New | 37,724 | $1.6M |
| Utah Retirement Systems | 0.02% | No change | 37,008 | $1.6M |
| Capital Fund Management S.A. | 0.02% | New | 36,941 | $1.6M |
| FIL Ltd | 0.00% | Add +147.1% | 33,605 | $1.4M |
| Harbor Capital Advisors, Inc. | 0.06% | Add +1.4% | 33,491 | $1.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.21% | No change | 32,665 | $1.4M |
| Oak Thistle LLC | 0.41% | Add +232.8% | 32,280 | $1.4M |
| Anson Funds Management LP | 0.17% | New | 32,090 | $1.4M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.9% | 32,122 | $1.4M |
| Natixis | 0.01% | New | 31,616 | $1.4M |
| Lecap Asset Management Ltd. | 0.36% | New | 31,208 | $1.3M |
| Moran Wealth Management, LLC | 0.04% | Reduce -1.0% | 31,194 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -4.2% | 31,129 | $1.3M |
| CoreCap Advisors, LLC | 0.06% | Add +14.6% | 30,982 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.0% | 30,981 | $1.3M |
| Red Door Wealth Management, LLC | 0.20% | New | 30,000 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +7.2% | 28,920 | $1.2M |
| Pensionfund Sabic | 0.32% | No change | 28,700 | $1.2M |
| Gotham Asset Management | 0.01% | Reduce -30.7% | 28,099 | $1.2M |
| National Bank of Canada | 0.00% | New | 28,000 | $1.2M |
| Greenland Capital Management LP | 0.24% | Add +7.6% | 27,975 | $1.2M |
| Principal Securities, Inc. | 0.03% | Add +10.8% | 27,430 | $1.2M |
| Empire Life Investments Inc. | 0.07% | Add +0.8% | 27,040 | $1.2M |
| M&T Bank Corp | 0.00% | Reduce -1.3% | 26,701 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +6.0% | 26,648 | $1.1M |
| Naples Global Advisors, LLC | 0.11% | Add +0.2% | 26,335 | $1.1M |
| Metis Global Partners, LLC | 0.03% | Add +11.4% | 25,815 | $1.1M |
| Xponance LLC | 0.01% | Reduce -0.8% | 25,777 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +6.9% | 25,248 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +55.2% | 24,940 | $1.1M |
| World Investment Advisors | 0.03% | Add +0.2% | 24,622 | $1.1M |
| New York Life Investment Management LLC | 0.01% | Reduce -7.9% | 23,773 | $1.0M |
| Prudential PLC | 0.01% | Add +85.7% | 23,737 | $1.0M |
| Elevation Point Wealth Partners, LLC | 0.08% | Reduce -18.4% | 22,811 | $977K |
| Federated Hermes, Inc. | 0.00% | Reduce -39.7% | 22,261 | $954K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -25.2% | 22,087 | $946K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.8% | 21,861 | $937K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 20,823 | $892K |
| Erste Asset Management GmbH | 0.01% | No change | 20,400 | $869K |
| Creative Planning | 0.00% | Add +8.6% | 19,906 | $853K |
| Spirit of America Management Corp. | 0.17% | No change | 19,450 | $833K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +176.0% | 19,283 | $826K |
| Polymer Capital Management (US) LLC | 0.26% | — | 19,281 | $826K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -13.8% | 18,637 | $799K |
| Cetera Investment Advisers | 0.00% | Reduce -31.6% | 18,608 | $797K |
| Fairtree Asset Management (Pty) Ltd | 0.73% | — | 17,924 | $768K |
| Intech Investment Management LLC | 0.01% | New | 17,767 | $761K |
| Cantor Fitzgerald, L. P. | 0.03% | New | 17,700 | $758K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -72.0% | 17,516 | $751K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.4% | 17,096 | $733K |
| Shell Asset Management Co. | 0.03% | Reduce -0.1% | 16,459 | $705K |
| Mirador Capital Partners LP | 0.13% | Add +3.0% | 16,352 | $701K |
| DoubleLine ETF Adviser LP | 0.19% | Add +0.8% | 16,190 | $694K |
| Bridgefront Capital, LLC | 0.23% | New | 15,956 | $684K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.1% | 15,375 | $659K |
| Oddo BHF Asset Management Sas | 0.03% | Add +85.4% | 15,208 | $652K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -33.5% | 15,187 | $651K |
| United Services Automobile Association | 0.02% | No change | 14,921 | $639K |
| Neuberger Berman Group LLC | 0.00% | Reduce -25.1% | 14,918 | $639K |
| Cornercap Investment Counsel Inc. | 0.20% | Reduce -3.9% | 14,623 | $627K |
| Bridges Investment Management Inc. | 0.01% | Add +18.3% | 14,180 | $608K |
| Magnetar Financial LLC | 0.02% | Add +2.3% | 14,153 | $606K |
| Winmill & Co. Inc. | 0.19% | No change | 14,000 | $600K |
| Penserra Capital Management LLC | 0.01% | Reduce -4.5% | 13,793 | $591K |
| Mariner, LLC | 0.00% | Add +2.5% | 13,653 | $585K |
| D.A. Davidson & Co. | 0.00% | Add +6.9% | 13,448 | $576K |
| Clearstead Advisors, LLC | 0.01% | No change | 13,390 | $574K |
| Invst, LLC | 0.07% | Reduce -11.0% | 13,287 | $569K |
| Allstate Corp. | 0.02% | Add +58.6% | 12,841 | $550K |
| Maryland State Retirement & Pension System | 0.01% | No change | 12,780 | $548K |
| US Bancorp \de | 0.00% | Reduce -6.6% | 12,609 | $540K |
| Cooper Financial Group | 0.07% | Reduce -0.7% | 12,595 | $540K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -11.6% | 12,511 | $536K |
| Versor Investments LP | 0.09% | New | 12,505 | $536K |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.6% | 12,108 | $519K |
| Boothbay Fund Management, LLC | 0.02% | New | 12,039 | $516K |
| Aster Capital Management (DIFC) Ltd | 0.20% | Add +30.2% | 12,038 | $516K |
| Mercer Global Advisors Inc. | 0.00% | Add +173.6% | 11,935 | $511K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 11,620 | $498K |
| Brevan Howard Capital Management LP | 0.01% | Add +63.3% | 11,609 | $497K |
| Wesbanco Bank Inc. | 0.02% | Add +0.2% | 11,433 | $490K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -24.4% | 11,289 | $484K |
| Ossiam | 0.01% | Reduce -7.8% | 10,787 | $462K |
| ProShare Advisors LLC | 0.00% | Add +7.8% | 10,581 | $453K |
| Man Group plc | 0.00% | Reduce -2.8% | 10,420 | $446K |
| Landscape Capital Management, L.L.C. | 0.05% | Reduce -69.5% | 10,418 | $446K |
| Syntax Research, Inc. | 0.32% | Add +2445.7% | 10,412 | $446K |
| Entropy Technologies, LP | 0.05% | New | 10,382 | $445K |
| Lindenwold Advisors, INC | 0.24% | Add +84.9% | 10,318 | $442K |
| 1832 Asset Management L.P. | 0.00% | Add +5.9% | 10,138 | $434K |
| Carmel Capital Partners, LLC | 0.17% | Add +4.5% | 10,044 | $430K |
| Norinchukin Bank, The | 0.01% | Reduce -1.8% | 9,996 | $428K |
| Sit Investment Associates Inc. | 0.01% | No change | 9,950 | $426K |
| QRG Capital Management, Inc. | 0.00% | Add +3.6% | 9,798 | $420K |
| Jain Global LLC | 0.01% | — | 9,535 | $409K |
| Impact Partnership Wealth, LLC | 0.08% | Add +35.1% | 9,427 | $404K |
| Atria Investments, Inc | 0.00% | Reduce -14.6% | 9,211 | $395K |
| EP Wealth Advisors, LLC | 0.00% | Add +4.4% | 9,127 | $391K |
| KBC Group NV | 0.00% | Add +54.6% | 9,068 | $389K |
| D. E. Shaw & Co. | 0.00% | New | 8,841 | $379K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -23.4% | 8,937 | $375K |
| Shelton Capital Management | 0.01% | Reduce -4.4% | 8,499 | $364K |
| IFG Advisory, LLC | 0.02% | New | 8,465 | $363K |
| Knollwood Investment Advisory, LLC | 0.04% | No change | 8,209 | $352K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +15.4% | 8,167 | $350K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 8,038 | $344K |
| Centiva Capital, LP | 0.01% | Reduce -29.5% | 7,998 | $343K |
| Arkadios Wealth Advisors | 0.02% | Add +22.5% | 7,713 | $331K |
| Farringdon Capital, Ltd. | 0.14% | — | 7,671 | $329K |
| Belpointe Asset Management LLC | 0.02% | No change | 6,271 | $325K |
| Sherbrooke Park Advisers LLC | 0.10% | Reduce -15.6% | 7,531 | $323K |
| Walleye Capital LLC | 0.00% | New | 7,340 | $315K |
| Inceptionr LLC | 0.07% | Reduce -71.4% | 7,245 | $310K |
| XML Financial, LLC | 0.03% | Reduce -2.4% | 7,128 | $305K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 7,000 | $300K |
| CIBC Asset Management Inc | 0.00% | Add +5.2% | 6,984 | $299K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -0.2% | 6,848 | $293K |
| Gallacher Capital Management LLC | 0.14% | Reduce -6.1% | 6,806 | $292K |
| Townsquare Capital LLC | 0.00% | Add +11.5% | 6,777 | $290K |
| Advisors Asset Management, Inc. | 0.01% | Add +34.4% | 6,733 | $289K |
| FORA Capital, LLC | 0.03% | New | 6,630 | $284K |
| Two Sigma Securities, LLC | 0.05% | New | 6,572 | $282K |
| Vident Advisory, LLC | 0.00% | Reduce -34.7% | 6,454 | $277K |
| Mutual Advisors, LLC | 0.01% | Reduce -3.6% | 6,640 | $276K |
| Wedbush Securities Inc. | 0.01% | Reduce -12.6% | 6,382 | $273K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -28.0% | 6,284 | $268K |
| PharVision Advisers, LLC | 0.22% | — | 6,094 | $261K |
| Cerity Partners LLC | 0.00% | Reduce -12.3% | 5,059 | $251K |
| Papamarkou Wellner Asset Management inc. | 0.17% | — | 5,800 | $249K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 5,541 | $237K |
| Captrust Financial Advisors | 0.00% | Reduce -4.8% | 5,460 | $234K |
| Profund Advisors LLC | 0.01% | Reduce -12.0% | 5,405 | $232K |
| Praxis Investment Management Inc. | 0.01% | New | 5,380 | $231K |
| Total Wealth Planning & Management, Inc. | 0.23% | — | 5,349 | $229K |
| Renaissance Group LLC | 0.01% | Reduce -4.1% | 5,276 | $223K |
| Quarry LP | 0.04% | Add +279.0% | 5,196 | $223K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -0.5% | 5,165 | $221K |
| Stevens Capital Management LP | 0.09% | New | 5,129 | $220K |
| Weiss Asset Management LP | 0.01% | New | 5,131 | $220K |
| Virtu Financial LLC | 0.01% | Reduce -52.8% | 4,967 | $213K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,871 | $209K |
| Fox Run Management, L.L.C. | 0.04% | New | 4,798 | $206K |
| Kaizen Financial Strategies | 0.12% | Reduce -7.7% | 4,782 | $205K |
| Greenleaf Trust | 0.00% | Add +0.3% | 4,762 | $204K |
| CI Investments Inc. | 0.00% | Add +7.9% | 4,391 | $188K |
| Kapitalo Investimentos Ltda | 0.12% | New | 4,220 | $181K |
| GF Fund Management Co. LTD. | 0.00% | — | 4,092 | $175K |
| Assetmark, Inc. | 0.00% | Add +2.0% | 3,647 | $156K |
| Bessemer Group Inc. | 0.00% | Add +5.5% | 3,466 | $149K |
| Virtus Advisers, LLC | 0.06% | Reduce -9.1% | 3,279 | $141K |
| Exchange Traded Concepts, LLC | 0.00% | Add +20.8% | 3,153 | $135K |
| GeoWealth Management, LLC | 0.00% | Add +16.2% | 3,074 | $132K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +24.3% | 2,918 | $125K |
| Colonial Trust Co / SC | 0.02% | Reduce -53.7% | 2,421 | $121K |
| WASHINGTON TRUST Co | 0.00% | No change | 2,500 | $107K |
| Quadrant Capital Group LLC | 0.01% | Add +77.7% | 2,395 | $103K |
| Elevation Wealth Partners, LLC | 0.04% | No change | 2,250 | $96K |
| Fifth Third Bancorp | 0.00% | Reduce -13.3% | 2,192 | $94K |
| Capital A Wealth Management, LLC | 0.15% | — | 2,157 | $92K |
| Venturi Wealth Management, LLC | 0.00% | Add +1195.0% | 2,072 | $89K |
| TD Private Client Wealth LLC | 0.00% | Reduce -83.9% | 1,971 | $84K |
| GAMMA Investing LLC | 0.01% | Reduce -19.0% | 1,924 | $82K |
| Cwm, LLC | 0.00% | Add +19.3% | 1,579 | $68K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,462 | $63K |
| Quantbot Technologies LP | 0.00% | New | 1,345 | $58K |
| Brooklyn Investment Group | 0.02% | Add +18.4% | 1,303 | $56K |
| Covestor Ltd | 0.03% | Reduce -17.9% | 1,283 | $55K |
| Huntington National Bank | 0.00% | Add +307.1% | 1,213 | $52K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.7% | 1,125 | $46K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,035 | $44K |
| UMB Bank, n.a. | 0.00% | Add +59.4% | 942 | $40K |
| Signaturefd, LLC | 0.00% | Add +15.9% | 884 | $38K |
| Caitong International Asset Management Co., Ltd | 0.04% | — | 874 | $37K |
| Avior Wealth Management, LLC | 0.00% | No change | 834 | $36K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.1% | 768 | $33K |
| Arax Advisory Partners | 0.00% | Add +310.6% | 739 | $32K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +33.8% | 776 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -30.7% | 735 | $31K |
| Global Retirement Partners, LLC | 0.00% | Reduce -2.5% | 725 | $31K |
| Versant Capital Management, Inc | 0.01% | Add +9614.3% | 680 | $29K |
| Jones Financial Companies LLLP | 0.00% | Add +134.1% | 679 | $29K |
| Wiser Advisor Group LLC | 0.04% | Add +1.1% | 659 | $28K |
| Parallel Advisors, LLC | 0.00% | Reduce -32.0% | 654 | $28K |
| Rise Advisors, LLC | 0.01% | Add +1.0% | 593 | $25K |
| Whittier Trust Co. | 0.00% | No change | 559 | $24K |
| Headlands Technologies LLC | 0.00% | Reduce -57.2% | 521 | $22K |
| Mather Group, Llc. | 0.00% | No change | 511 | $22K |
| Montag A & Associates Inc. | 0.00% | No change | 472 | $20K |
| Bank of New Hampshire | 0.00% | No change | 415 | $18K |
| Eagle Bay Advisors LLC | 0.01% | Add +0.2% | 413 | $18K |
| Allworth Financial LP | 0.00% | Add +1.6% | 435 | $18K |
| NFSG Corp | 0.00% | New | 401 | $17K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 400 | $17K |
| Aew Capital Management L P | 0.00% | Reduce -69.2% | 400 | $17K |
| NewEdge Advisors, LLC | 0.00% | Add +1.0% | 396 | $17K |
| Lindbrook Capital, LLC | 0.00% | No change | 394 | $17K |
| Private Trust Co. NA | 0.00% | New | 362 | $16K |
| Centerpoint Advisors, LLC | 0.01% | No change | 342 | $15K |
| Geneos Wealth Management Inc. | 0.00% | Add +4.3% | 338 | $14K |
| Farther Finance Advisors, LLC | 0.00% | No change | 329 | $14K |
| MAI Capital Management | 0.00% | New | 326 | $14K |
| Riverview Trust Co | 0.01% | No change | 320 | $14K |
| Spire Wealth Management | 0.00% | No change | 310 | $13K |
| North Star Investment Management Corp. | 0.00% | No change | 300 | $13K |
| SouthState Bank Corp | 0.00% | No change | 300 | $13K |
| Smartleaf Asset Management LLC | 0.00% | Add +12.6% | 269 | $11K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -25.2% | 255 | $11K |
| Larson Financial Group LLC | 0.00% | Add +428.9% | 238 | $10K |
| CENTRAL TRUST Co | 0.00% | No change | 220 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +44.1% | 209 | $9K |
| Roxbury Financial LLC | 0.01% | — | 178 | $9K |
| Gould Capital, LLC | 0.01% | No change | 200 | $9K |
| Heritage Wealth Advisors | 0.00% | No change | 200 | $9K |
| Parkside Financial Bank & Trust | 0.00% | Add +5.7% | 185 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -14.2% | 181 | $8K |
| Quent Capital, LLC | 0.00% | New | 176 | $8K |
| Bell Investment Advisors, Inc | 0.00% | No change | 156 | $7K |
| Red Tortoise LLC | 0.00% | No change | 153 | $7K |
| Meeder Asset Management Inc. | 0.00% | Add +1.3% | 151 | $6K |
| IFP Advisors, Inc | 0.00% | Add +67.1% | 132 | $6K |
| Creative Financial Designs Inc. | 0.00% | Reduce -6.9% | 122 | $5K |
| Simplex Trading, LLC | 0.00% | Reduce -92.2% | 123 | $5K |
| Adirondack Trust Co. | 0.00% | No change | 116 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +117.0% | 115 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 106 | $5K |
| High Note Wealth, LLC | 0.00% | New | 103 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 95 | $4K |
| Operose Advisors LLC | 0.00% | Reduce -94.8% | 88 | $4K |
| PSI Advisors, LLC | 0.00% | No change | 85 | $4K |
| Archer Investment Corp | 0.00% | No change | 80 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -71.2% | 73 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 51 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 50 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 42 | $2K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 38 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 38 | $2K |
| Nemes Rush Group LLC | 0.00% | New | 36 | $2K |
| Sachetta, LLC | 0.00% | No change | 35 | $2K |
| Crewe Advisors LLC | 0.00% | Add +4.0% | 26 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 26 | $1K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -46.5% | 23 | $986 |
| Financial Management Professionals, Inc. | 0.00% | No change | 22 | $943 |
| LRI Investments, LLC | 0.00% | No change | 20 | $857 |
| Plato Investment Management Ltd | 0.00% | No change | 16 | $688 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 16 | $686 |
| Dunhill Financial, LLC | 0.00% | No change | 14 | $618 |
| NewSquare Capital LLC | 0.00% | New | 10 | $429 |
| Transce3nd, LLC | 0.00% | — | 5 | $226 |
| WealthTrak Capital Management LLC | 0.00% | — | 5 | $215 |
| Principia Wealth Advisory, LLC | 0.00% | — | 5 | $214 |
| New Millennium Group LLC | 0.00% | New | 5 | $214 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -92.7% | 3 | $129 |
| Brown Brothers Harriman & Co. | 0.00% | New | 1 | $43 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $43 |
| Activest Wealth Management | 0.00% | New | 1 | $43 |
"% of holder's portfolio" is CUBE's weight in each manager's 13F, not the share of Cubesmart the manager owns.