CubesmartCUBE
13F holders, Q1 2025 (March 31)442holders −17
47new positions
63sold out
6famous investors
$42.68avg. 13F price*
At the end of Q1 2025, 442 institutions reported holding Cubesmart (CUBE) in their 13F filings, down 17 from Q4 2024. 47 opened new positions and 63 sold out. The largest holders were BlackRock, Inc. ($1.4B), Vanguard Group Inc. ($1.3B) and State Street Corp. ($495.4M). 6 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Cubesmart
- CUSIP
- 229663109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $134.6M |
| Exits | 63 | $342.0M |
All 13F filers, Q4 2024 → Q1 2025: 20,055,109 shares bought and 21,626,921 shares sold, net −1,571,812 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 442 holders
| BlackRock, Inc. | 0.03% | Add +8.2% | 31,789,934 | $1.4B |
| Vanguard Group Inc. | 0.02% | Reduce -0.3% | 31,401,242 | $1.3B |
| State Street Corp. | 0.02% | Add +1.1% | 11,599,418 | $495.4M |
| FMR LLC | 0.03% | Reduce -20.7% | 10,661,550 | $455.4M |
| Norges Bank | 0.06% | Add +0.2% | 9,541,103 | $407.5M |
| T. Rowe Price Investment Management, Inc. | 0.24% | Add +28.8% | 8,664,210 | $370.0M |
| T. Rowe Price Associates Inc. | 0.04% | Add +8.6% | 6,834,955 | $291.9M |
| JPMorgan Chase & Co. | 0.02% | Add +29.4% | 5,561,206 | $237.5M |
| Allspring Global Investments Holdings, LLC | 0.37% | Add +1.4% | 5,065,101 | $212.9M |
| Geode Capital Management, LLC | 0.02% | Add +4.5% | 4,776,725 | $204.1M |
| Northern Trust Corp. | 0.02% | Add +4.3% | 3,920,931 | $167.5M |
| CBRE Investment Management Listed Real Assets LLC | 2.34% | Add +5.6% | 3,556,377 | $151.9M |
| Alyeska Investment Group, L.P. | 0.61% | Add +37.7% | 3,544,379 | $151.4M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.8% | 3,308,949 | $141.3M |
| Invesco Ltd. | 0.03% | Add +19.8% | 3,213,480 | $137.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.9% | 3,183,271 | $136.0M |
| Deutsche Bank AG | 0.05% | Add +6.5% | 2,916,867 | $124.6M |
| Centersquare Investment Management LLC | 1.08% | Add +27.6% | 2,437,703 | $104.1M |
| Millennium Management | 0.10% | Add +129.6% | 2,261,419 | $96.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.6% | 2,209,825 | $94.4M |
| Duff & Phelps Investment Management Co. | 1.09% | Add +0.1% | 2,183,764 | $93.3M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.37% | Reduce -9.5% | 1,913,185 | $81.7M |
| Morgan Stanley | 0.01% | Reduce -32.0% | 1,879,567 | $80.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +19.2% | 1,785,460 | $76.3M |
| Russell Investments Group, Ltd. | 0.10% | Add +13.0% | 1,639,428 | $70.0M |
| Sterling Capital Management LLC | 1.08% | Reduce -3.6% | 1,629,685 | $69.6M |
| Citadel Advisors | 0.07% | Add +244.0% | 1,574,797 | $67.3M |
| Alliancebernstein L.P. | 0.02% | Reduce -5.1% | 1,476,990 | $63.1M |
| Legal & General Group Plc | 0.02% | Add +1.9% | 1,341,732 | $57.3M |
| Balyasny Asset Management L.P. | 0.14% | Reduce -2.6% | 1,310,493 | $56.0M |
| Nuveen, LLC | 0.02% | — | 1,263,880 | $54.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -7.7% | 1,199,923 | $51.2M |
| Long Pond Capital, LP | 3.15% | New | 1,108,821 | $47.4M |
| First Trust Advisors LP | 0.04% | Reduce -4.1% | 1,084,963 | $46.3M |
| Bank of America Corp. | 0.00% | Reduce -4.2% | 960,374 | $41.0M |
| PGGM Investments | 0.54% | No change | 943,848 | $40.3M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +77.3% | 911,306 | $38.9M |
| Boston Trust Walden Corp | 0.28% | Add +0.0% | 906,727 | $38.7M |
| Hudson Bay Capital Management LP | 0.28% | Reduce -15.8% | 899,537 | $38.4M |
| Lasalle Investment Management Securities LLC | 1.52% | Add +801.4% | 812,175 | $34.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +140.7% | 808,440 | $34.5M |
| UBS Group AG | 0.01% | Reduce -50.5% | 771,713 | $33.0M |
| Rhumbline Advisers | 0.03% | Add +0.4% | 729,584 | $31.2M |
| Truist Financial Corp. | 0.05% | Reduce -3.8% | 679,995 | $29.0M |
| HSBC Holdings PLC | 0.02% | Add +72.0% | 620,214 | $26.4M |
| Capital Research Global Investors | 0.01% | Reduce -67.2% | 607,296 | $25.9M |
| Retirement Systems of Alabama | 0.10% | Add +0.1% | 603,056 | $25.8M |
| Lazard Asset Management LLC | 0.04% | Add +214.8% | 597,996 | $25.5M |
| Public Employees Retirement Association of Colorado | 0.11% | Reduce -7.7% | 592,550 | $25.3M |
| Canada Pension Plan Investment Board | 0.02% | No change | 589,000 | $25.2M |
| Victory Capital Management Inc. | 0.03% | Add +6.8% | 580,530 | $24.8M |
| American Century Companies Inc. | 0.01% | Add +1.6% | 561,186 | $24.0M |
| Principal Financial Group Inc. | 0.01% | Add +0.3% | 520,192 | $22.2M |
| Presima Securities ULC | 4.78% | Add +12.6% | 500,282 | $21.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.2% | 484,293 | $20.7M |
| ExodusPoint Capital Management, LP | 0.26% | New | 470,241 | $20.1M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +5.1% | 462,740 | $19.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.9% | 452,117 | $19.3M |
| Voloridge Investment Management, LLC | 0.07% | Add +120.7% | 451,336 | $19.3M |
| SG Americas Securities, LLC | 0.06% | Reduce -10.2% | 438,936 | $18.7M |
| Swiss National Bank | 0.01% | Reduce -1.1% | 438,200 | $18.7M |
| Crawford Investment Counsel Inc. | 0.33% | Add +8.2% | 433,347 | $18.5M |
| Nordea Investment Management AB | 0.02% | Add +0.4% | 429,205 | $18.3M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -14.3% | 427,718 | $18.3M |
| Tudor Investment Corporation | 0.16% | Add +89.0% | 408,739 | $17.5M |
| Public Employees Retirement System of Ohio | 0.06% | Reduce -2.5% | 399,417 | $17.1M |
| STRS Ohio | 0.07% | Add +46.6% | 382,900 | $16.4M |
| Sei Investments Co. | 0.02% | Reduce -38.2% | 380,011 | $16.2M |
| Asset Management One Co., Ltd. | 0.06% | Reduce -0.6% | 378,727 | $16.2M |
| California Public Employees Retirement System | 0.01% | Reduce -1.1% | 367,764 | $15.7M |
| Franklin Resources Inc. | 0.00% | Add +16.8% | 365,132 | $15.6M |
| Davidson Investment Advisors | 0.74% | Add +2.9% | 350,627 | $15.0M |
| Ameriprise Financial Inc. | 0.00% | Add +8.6% | 378,627 | $14.6M |
| Quantinno Capital Management LP | 0.09% | Add +150.0% | 337,536 | $14.4M |
| Schroder Investment Management Group | 0.01% | Reduce -51.7% | 340,918 | $14.3M |
| Barclays PLC | 0.01% | Add +32.9% | 328,880 | $14.0M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +4.5% | 318,932 | $13.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | New | 317,018 | $13.5M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.05% | Reduce -87.7% | 316,034 | $13.5M |
| Heitman Real Estate Securities LLC | 0.85% | Reduce -54.1% | 305,341 | $13.0M |
| Allianz Asset Management GmbH | 0.02% | Add +139.8% | 297,941 | $12.7M |
| Nicola Wealth Management LTD. | 1.20% | No change | 289,000 | $12.3M |
| B&I Capital AG | 3.94% | Reduce -17.0% | 284,040 | $12.1M |
| Glenmede Trust Co. NA | 0.06% | Add +25.7% | 269,402 | $11.5M |
| Corebridge Financial, Inc. | 0.06% | Reduce -2.4% | 249,779 | $10.7M |
| State of Wisconsin Investment Board | 0.03% | Reduce -17.5% | 243,218 | $10.4M |
| Macquarie Group Ltd. | 0.01% | Add +3.3% | 227,349 | $9.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.07% | — | 226,200 | $9.7M |
| Prudential Financial Inc. | 0.01% | Reduce -68.0% | 220,721 | $9.4M |
| Carlyle Group Inc. | 0.25% | No change | 220,500 | $9.4M |
| MetLife Investment Management, LLC | 0.05% | Add +63.7% | 219,496 | $9.4M |
| Cohen & Steers, Inc. | 0.02% | New | 217,264 | $9.3M |
| Brookfield Corp | 0.01% | New | 215,136 | $9.2M |
| Keybank National Association | 0.04% | Reduce -65.9% | 214,341 | $9.2M |
| Gateway Investment Advisers LLC | 0.10% | Reduce -36.3% | 210,467 | $9.0M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 208,246 | $8.9M |
| Landscape Capital Management, L.L.C. | 0.79% | Add +1882.3% | 206,518 | $8.8M |
| Wells Fargo & Company | 0.00% | Add +5.9% | 203,456 | $8.7M |
| Lightrock Netherlands B.V. | 2.24% | Add +42.8% | 199,076 | $8.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.6% | 197,461 | $8.4M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 197,127 | $8.4M |
| Epoch Investment Partners, Inc. | 0.04% | Add +2.4% | 189,052 | $8.1M |
| Robeco Institutional Asset Management B.V. | 0.02% | No change | 184,500 | $7.9M |
| Waterfront Capital Partners, LLC | 1.32% | Add +94.5% | 180,669 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.5% | 180,260 | $7.7M |
| Sophron Capital Management L.P. | 2.55% | Add +20.8% | 175,412 | $7.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +3.4% | 174,561 | $7.5M |
| New York State Teachers Retirement System | 0.02% | Add +8.2% | 174,297 | $7.4M |
| Royal Bank of Canada | 0.00% | Add +1.3% | 173,960 | $7.4M |
| AQR Capital Management | 0.01% | Add +36.1% | 173,484 | $7.3M |
| Pinebridge Investments, L.P. | 0.06% | Add +73.2% | 170,639 | $7.3M |
| GSI Capital Advisors LLC | 3.73% | New | 166,522 | $7.1M |
| Renaissance Technologies | 0.01% | Reduce -0.8% | 166,388 | $7.1M |
| Pacer Advisors, Inc. | 0.02% | Reduce -11.6% | 165,208 | $7.1M |
| Corient Private Wealth LP | 0.01% | Reduce -10.2% | 159,715 | $6.8M |
| Verition Fund Management LLC | 0.04% | Add +34.3% | 158,916 | $6.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +5.3% | 157,534 | $6.7M |
| Employees Retirement System of Texas | 0.07% | No change | 154,500 | $6.6M |
| Citigroup Inc. | 0.01% | Add +55.8% | 151,851 | $6.5M |
| New Age Alpha Advisors, LLC | 0.29% | Reduce -10.3% | 149,732 | $6.4M |
| TD Asset Management Inc | 0.01% | Add +51.5% | 145,030 | $6.2M |
| Old National Bancorp | 0.16% | Reduce -5.8% | 139,879 | $6.0M |
| State of Alaska, Department of Revenue | 0.07% | Add +1.6% | 135,802 | $5.8M |
| Tidal Investments LLC | 0.05% | Reduce -22.7% | 132,841 | $5.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +3.4% | 126,838 | $5.4M |
| LPL Financial LLC | 0.00% | Add +16.5% | 126,572 | $5.4M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +25.0% | 125,000 | $5.3M |
| DAVENPORT & Co LLC | 0.03% | Add +21.5% | 124,976 | $5.3M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -5.6% | 123,648 | $5.3M |
| Amundi | 0.00% | Add +5.3% | 128,247 | $5.3M |
| Holocene Advisors, LP | 0.02% | Add +67.7% | 122,309 | $5.2M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -21.5% | 125,672 | $5.2M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -2.6% | 116,397 | $5.0M |
| Squarepoint Ops LLC | 0.01% | Add +1.8% | 111,350 | $4.8M |
| Cullen/Frost Bankers, Inc. | 0.06% | Add +2.0% | 108,126 | $4.6M |
| Amalgamated Bank | 0.04% | Reduce -3.9% | 103,599 | $4.4M |
| Treasurer of the State of North Carolina | 0.02% | Add +4.1% | 102,376 | $4.4M |
| Janus Henderson Group PLC | 0.00% | No change | 102,317 | $4.3M |
| Van Eck Associates Corp. | 0.01% | Add +5.1% | 99,912 | $4.3M |
| Stifel Financial Corp. | 0.00% | Add +3.5% | 98,632 | $4.2M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +9.5% | 98,589 | $4.2M |
| Prospector Partners LLC | 0.48% | No change | 97,106 | $4.1M |
| Trillium Asset Management, LLC | 0.12% | Reduce -1.6% | 93,909 | $4.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -35.6% | 93,103 | $4.0M |
| Algert Global LLC | 0.10% | New | 91,500 | $3.9M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 91,396 | $3.9M |
| Yousif Capital Management, LLC | 0.04% | Reduce -2.0% | 85,068 | $3.6M |
| Guggenheim Capital LLC | 0.03% | Reduce -18.7% | 82,847 | $3.5M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +0.7% | 81,106 | $3.5M |
| Daiwa Securities Group Inc. | 0.01% | Add +3.3% | 77,419 | $3.3M |
| CX Institutional | 0.12% | New | 76,402 | $3.3M |
| Aberdeen Group plc | 0.01% | Add +5.1% | 74,540 | $3.2M |
| 1834 Investment Advisors Co. | 0.41% | Reduce -12.3% | 74,010 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +2.2% | 72,398 | $3.1M |
| WCM Investment Management, LLC | 0.01% | Reduce -0.4% | 72,809 | $3.1M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | No change | 70,771 | $3.0M |
| Teacher Retirement System of Texas | 0.01% | Reduce -4.5% | 69,455 | $3.0M |
| Knights of Columbus Asset Advisors LLC | 0.20% | Reduce -0.2% | 68,746 | $2.9M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -16.2% | 68,142 | $2.9M |
| APG Asset Management US Inc. | 0.02% | New | 69,044 | $2.9M |
| Zimmer Partners, LP | 0.06% | New | 67,200 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 66,860 | $2.9M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -12.1% | 66,610 | $2.8M |
| Two Sigma Advisers, LP | 0.01% | Reduce -10.9% | 66,200 | $2.8M |
| Arizona State Retirement System | 0.02% | Reduce -0.8% | 64,855 | $2.8M |
| Handelsbanken Fonder AB | 0.01% | No change | 63,934 | $2.7M |
| Louisiana State Employees Retirement System | 0.05% | Add +1.0% | 63,400 | $2.7M |
| UniSuper Management Pty Ltd | 0.02% | Add +0.5% | 63,200 | $2.7M |
| Cibc World Markets Corp. | 0.02% | Reduce -3.9% | 63,178 | $2.7M |
| Anson Funds Management LP | 0.64% | Add +93.5% | 62,090 | $2.7M |
| Wolverine Asset Management LLC | 0.19% | Reduce -28.3% | 60,375 | $2.6M |
| American Assets Capital Advisers, LLC | 1.08% | Reduce -11.0% | 60,317 | $2.6M |
| Bank of Montreal | 0.00% | Reduce -15.3% | 59,715 | $2.6M |
| Albion Financial Group | 0.17% | Reduce -34.3% | 56,911 | $2.4M |
| Natixis Advisors, LLC | 0.00% | Reduce -10.3% | 56,455 | $2.4M |
| Danske Bank A/S | 0.01% | Add +6.6% | 55,535 | $2.4M |
| Coldstream Capital Management Inc. | 0.05% | Add +15.3% | 54,885 | $2.3M |
| State of Michigan Retirement System | 0.01% | Add +0.9% | 54,100 | $2.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.3% | 53,024 | $2.2M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -29.8% | 50,375 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.1% | 50,284 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -2.9% | 49,074 | $2.1M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -2.9% | 49,074 | $2.1M |
| Vestcor Inc | 0.07% | Reduce -43.8% | 48,911 | $2.1M |
| Pensionfund PDN | 1.38% | Reduce -9.3% | 48,800 | $2.1M |
| Pallas Capital Advisors LLC | 0.09% | Add +23.6% | 48,329 | $2.1M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -3.0% | 48,300 | $2.1M |
| Panagora Asset Management Inc. | 0.01% | Reduce -18.2% | 47,912 | $2.0M |
| Graham Capital Management, L.P. | 0.10% | Reduce -13.0% | 47,888 | $2.0M |
| Van Lanschot Kempen Investment Management N.V. | 0.02% | New | 46,970 | $2.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | No change | 45,902 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -0.2% | 45,892 | $2.0M |
| New Mexico Educational Retirement Board | 0.07% | No change | 45,900 | $2.0M |
| IFM Investors Pty Ltd | 0.02% | Reduce -12.8% | 45,277 | $1.9M |
| Ameritas Investment Partners, Inc. | 0.07% | Reduce -1.8% | 44,497 | $1.9M |
| Ontario Teachers Pension Plan Board | 0.03% | New | 43,663 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -22.1% | 39,320 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +19.9% | 37,160 | $1.6M |
| Utah Retirement Systems | 0.02% | No change | 37,008 | $1.6M |
| Bokf, NA | 0.03% | Reduce -38.9% | 36,772 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -72.9% | 35,880 | $1.5M |
| Quantbot Technologies LP | 0.05% | Add +2555.9% | 35,722 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | Reduce -51.6% | 35,452 | $1.5M |
| Jacobs Levy Equity Management, Inc. | 0.01% | New | 35,351 | $1.5M |
| NTV Asset Management LLC | 0.20% | New | 35,000 | $1.5M |
| AlphaQuest LLC | 0.16% | Reduce -8.3% | 34,604 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.11% | Reduce -16.8% | 33,945 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +15.1% | 33,286 | $1.4M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +2.3% | 32,849 | $1.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.21% | No change | 32,665 | $1.4M |
| Voya Investment Management LLC | 0.00% | Add +4.2% | 32,440 | $1.4M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +28.3% | 31,999 | $1.4M |
| Moran Wealth Management, LLC | 0.04% | Add +0.2% | 31,252 | $1.3M |
| Red Door Wealth Management, LLC | 0.19% | No change | 30,000 | $1.3M |
| Bridges Investment Management Inc. | 0.02% | Add +111.3% | 29,966 | $1.3M |
| Wellington Management Group LLP | 0.00% | Reduce -96.3% | 29,725 | $1.3M |
| Metis Global Partners, LLC | 0.03% | Add +10.9% | 28,641 | $1.2M |
| CoreCap Advisors, LLC | 0.05% | Reduce -9.2% | 28,134 | $1.2M |
| Empire Life Investments Inc. | 0.08% | Add +3.7% | 28,044 | $1.2M |
| Principal Securities, Inc. | 0.03% | Add +0.1% | 27,459 | $1.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -48.1% | 27,000 | $1.2M |
| Xponance LLC | 0.01% | Add +0.7% | 25,963 | $1.1M |
| Naples Global Advisors, LLC | 0.11% | Reduce -1.4% | 25,960 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +2.2% | 25,806 | $1.1M |
| Pensionfund Sabic | 0.33% | Reduce -10.4% | 25,700 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -4.3% | 25,540 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +12.3% | 24,812 | $1.1M |
| Caprock Group, LLC | 0.03% | New | 24,612 | $1.1M |
| New York Life Investment Management LLC | 0.01% | Add +1.6% | 24,149 | $1.0M |
| World Investment Advisors | 0.03% | Reduce -2.1% | 24,093 | $1.0M |
| Elevation Point Wealth Partners, LLC | 0.08% | Reduce -0.7% | 22,653 | $967K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +44.0% | 21,864 | $933K |
| Exchange Traded Concepts, LLC | 0.02% | Add +588.9% | 21,722 | $928K |
| Federated Hermes, Inc. | 0.00% | Reduce -3.8% | 21,415 | $915K |
| Creative Planning | 0.00% | Add +4.9% | 20,890 | $892K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 20,823 | $889K |
| Azzad Asset Management Inc. | 0.10% | New | 20,325 | $868K |
| Inceptionr LLC | 0.26% | Add +181.8% | 20,414 | $861K |
| Entropy Technologies, LP | 0.08% | Add +90.2% | 19,749 | $843K |
| Spirit of America Management Corp. | 0.17% | No change | 19,450 | $831K |
| Jump Financial, LLC | 0.01% | New | 19,300 | $824K |
| Janney Montgomery Scott LLC | 0.00% | New | 19,215 | $821K |
| Erste Asset Management GmbH | 0.01% | Reduce -6.4% | 19,100 | $803K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 18,637 | $796K |
| Gallacher Capital Management LLC | 0.38% | Add +170.6% | 18,414 | $786K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +61.0% | 18,170 | $776K |
| Fairtree Asset Management (Pty) Ltd | 0.62% | No change | 17,924 | $766K |
| Securian Asset Management, Inc. | 0.02% | No change | 17,096 | $730K |
| Cetera Investment Advisers | 0.00% | Reduce -8.9% | 16,947 | $724K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -24.1% | 16,582 | $708K |
| Shell Asset Management Co. | 0.03% | Reduce -3.9% | 15,816 | $676K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -71.5% | 15,812 | $675K |
| Vanderbilt University | 0.13% | New | 15,791 | $674K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.3% | 15,420 | $659K |
| Oddo BHF Asset Management Sas | 0.03% | Add +0.4% | 15,267 | $652K |
| FIL Ltd | 0.00% | Reduce -56.3% | 14,694 | $628K |
| United Services Automobile Association | 0.02% | No change | 14,921 | $628K |
| Marshall Wace, LLP | 0.00% | New | 14,400 | $615K |
| Cornercap Investment Counsel Inc. | 0.32% | Reduce -1.6% | 14,395 | $615K |
| Lindenwold Advisors, INC | 0.34% | Add +39.2% | 14,366 | $614K |
| Winmill & Co. Inc. | 0.18% | No change | 14,000 | $598K |
| Clearstead Advisors, LLC | 0.01% | Add +3.8% | 13,894 | $593K |
| 1832 Asset Management L.P. | 0.00% | Add +35.1% | 13,702 | $585K |
| Mariner, LLC | 0.00% | Reduce -0.6% | 13,572 | $580K |
| Vident Advisory, LLC | 0.01% | Add +108.0% | 13,424 | $573K |
| Cooper Financial Group | 0.07% | Add +5.7% | 13,306 | $568K |
| Mirador Capital Partners LP | 0.10% | Reduce -18.6% | 13,303 | $568K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -24.7% | 13,194 | $564K |
| DoubleLine ETF Adviser LP | 0.19% | Reduce -19.0% | 13,116 | $560K |
| Caption Management, LLC | 0.03% | New | 12,977 | $554K |
| Allstate Corp. | 0.02% | No change | 12,841 | $548K |
| Twin Tree Management, LP | 0.01% | New | 12,583 | $537K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.4% | 12,465 | $532K |
| Penserra Capital Management LLC | 0.01% | Reduce -11.1% | 12,261 | $523K |
| D.A. Davidson & Co. | 0.00% | Reduce -11.0% | 11,970 | $511K |
| Nomura Holdings Inc. | 0.00% | Reduce -78.5% | 11,745 | $502K |
| Wesbanco Bank Inc. | 0.02% | Reduce -0.2% | 11,408 | $487K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.8% | 11,066 | $473K |
| US Bancorp \de | 0.00% | Reduce -12.7% | 11,007 | $470K |
| Polymer Capital Management (US) LLC | 0.14% | Reduce -43.2% | 10,959 | $468K |
| QRG Capital Management, Inc. | 0.00% | Add +9.8% | 10,761 | $460K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -44.4% | 10,724 | $458K |
| Total Wealth Planning & Management, Inc. | 0.47% | Add +98.7% | 10,630 | $454K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -18.2% | 10,457 | $447K |
| Norinchukin Bank, The | 0.01% | Add +4.5% | 10,441 | $446K |
| PharVision Advisers, LLC | 0.61% | Add +67.9% | 10,233 | $437K |
| Carmel Capital Partners, LLC | 0.17% | Add +1.2% | 10,168 | $434K |
| Neuberger Berman Group LLC | 0.00% | Reduce -32.2% | 10,120 | $429K |
| Sit Investment Associates Inc. | 0.01% | No change | 9,950 | $425K |
| Townsquare Capital LLC | 0.00% | Add +46.3% | 9,914 | $423K |
| Arkadios Wealth Advisors | 0.02% | Add +28.1% | 9,878 | $422K |
| ProShare Advisors LLC | 0.00% | Reduce -8.9% | 9,634 | $411K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -21.3% | 9,391 | $401K |
| KBC Group NV | 0.00% | Add +1.5% | 9,208 | $393K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.3% | 9,103 | $389K |
| Intech Investment Management LLC | 0.00% | Reduce -49.3% | 9,012 | $385K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.2% | 8,954 | $382K |
| Praxis Investment Management Inc. | 0.03% | Add +65.4% | 8,900 | $380K |
| IFG Advisory, LLC | 0.02% | Add +2.0% | 8,637 | $369K |
| Kestra Advisory Services, LLC | 0.00% | Add +73.4% | 8,446 | $361K |
| Jefferies Financial Group Inc. | 0.01% | New | 8,258 | $353K |
| Shelton Capital Management | 0.01% | Reduce -3.2% | 8,229 | $351K |
| Knollwood Investment Advisory, LLC | 0.04% | No change | 8,209 | $351K |
| Engineers Gate Manager LP | 0.01% | Reduce -85.5% | 8,200 | $350K |
| Bridgefront Capital, LLC | 0.10% | Reduce -50.5% | 7,895 | $337K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +10.3% | 7,550 | $322K |
| CIBC Asset Management Inc | 0.00% | Add +2.1% | 7,133 | $305K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -13.7% | 7,050 | $301K |
| XML Financial, LLC | 0.03% | Reduce -1.6% | 7,014 | $300K |
| D. E. Shaw & Co. | 0.00% | Reduce -24.2% | 6,704 | $286K |
| Atria Investments, Inc | 0.00% | Reduce -27.4% | 6,690 | $286K |
| Versant Capital Management, Inc | 0.05% | Add +882.8% | 6,683 | $285K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -4.1% | 6,455 | $276K |
| Captrust Financial Advisors | 0.00% | Add +17.1% | 6,394 | $273K |
| Caxton Associates LLP | 0.01% | — | 6,329 | $270K |
| Kera Capital Partners, Inc. | 0.08% | New | 6,302 | $269K |
| Frank, Rimerman Advisors LLC | 0.02% | Reduce -22.2% | 6,251 | $267K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.6% | 6,534 | $260K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -2.8% | 6,109 | $257K |
| Belpointe Asset Management LLC | 0.01% | Reduce -4.5% | 5,991 | $256K |
| Syon Capital LLC | 0.02% | New | 5,906 | $252K |
| Papamarkou Wellner Asset Management inc. | 0.17% | No change | 5,800 | $248K |
| Cerity Partners LLC | 0.00% | Add +6.3% | 5,375 | $230K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -3.2% | 5,366 | $229K |
| Evergreen Capital Management LLC | 0.01% | New | 5,355 | $229K |
| Grey Fox Wealth Advisors, LLC | 0.06% | New | 5,325 | $227K |
| Profund Advisors LLC | 0.01% | Reduce -3.1% | 5,237 | $224K |
| Gsa Capital Partners LLP | 0.02% | New | 5,228 | $223K |
| Colonial Trust Co / SC | 0.03% | Add +115.7% | 5,221 | $223K |
| Renaissance Group LLC | 0.01% | Reduce -4.4% | 5,045 | $215K |
| Inspire Advisors, LLC | 0.02% | New | 4,852 | $207K |
| NEOS Investment Management LLC | 0.00% | New | 4,886 | $206K |
| Kaizen Financial Strategies | 0.12% | Reduce -1.9% | 4,691 | $200K |
| CI Investments Inc. | 0.00% | Add +2.0% | 4,478 | $191K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +50.2% | 4,383 | $187K |
| GF Fund Management Co. LTD. | 0.00% | Add +4.7% | 4,283 | $183K |
| Assetmark, Inc. | 0.00% | Add +16.1% | 4,236 | $181K |
| Bessemer Group Inc. | 0.00% | Add +7.4% | 3,721 | $158K |
| Virtus Investment Advisers, LLC | 0.04% | New | 3,514 | $150K |
| GeoWealth Management, LLC | 0.01% | Add +11.4% | 3,425 | $146K |
| Quarry LP | 0.04% | Reduce -37.3% | 3,256 | $139K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -98.1% | 3,179 | $136K |
| Quadrant Capital Group LLC | 0.00% | Add +13.0% | 2,706 | $116K |
| TD Private Client Wealth LLC | 0.00% | Add +29.1% | 2,544 | $109K |
| WASHINGTON TRUST Co | 0.00% | No change | 2,500 | $107K |
| Elevation Wealth Partners, LLC | 0.04% | No change | 2,250 | $96K |
| Fifth Third Bancorp | 0.00% | Add +2.4% | 2,245 | $96K |
| GAMMA Investing LLC | 0.01% | Add +13.3% | 2,180 | $93K |
| Capital A Wealth Management, LLC | 0.10% | No change | 2,157 | $92K |
| Kestra Investment Management, LLC | 0.00% | New | 1,973 | $84K |
| Cwm, LLC | 0.00% | Add +23.5% | 1,950 | $83K |
| UMB Bank, n.a. | 0.00% | Add +103.5% | 1,917 | $82K |
| Farther Finance Advisors, LLC | 0.00% | Add +446.2% | 1,797 | $76K |
| Covestor Ltd | 0.04% | Add +22.8% | 1,575 | $67K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,462 | $62K |
| Brooklyn Investment Group | 0.01% | Reduce -0.9% | 1,291 | $55K |
| CIBC Private Wealth Group LLC | 0.00% | Add +28.3% | 1,443 | $52K |
| Copeland Capital Management, LLC | 0.00% | Reduce -99.8% | 1,203 | $51K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -96.5% | 1,165 | $50K |
| Huntington National Bank | 0.00% | Reduce -18.3% | 991 | $42K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -4.6% | 987 | $42K |
| Parallel Advisors, LLC | 0.00% | Add +40.7% | 920 | $39K |
| Signaturefd, LLC | 0.00% | Add +4.0% | 919 | $39K |
| Lindbrook Capital, LLC | 0.00% | Add +132.0% | 914 | $39K |
| Allworth Financial LP | 0.00% | Add +115.2% | 936 | $37K |
| Arax Advisory Partners | 0.00% | Add +6.6% | 788 | $34K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.1% | 769 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.6% | 754 | $32K |
| Jones Financial Companies LLLP | 0.00% | Add +2.6% | 697 | $29K |
| Wiser Advisor Group LLC | 0.04% | Add +1.2% | 667 | $28K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +170.3% | 565 | $24K |
| Mather Group, Llc. | 0.00% | Reduce -1.2% | 505 | $22K |
| Montag A & Associates Inc. | 0.00% | No change | 472 | $20K |
| Syntax Research, Inc. | 0.01% | Reduce -96.0% | 416 | $18K |
| Bank of New Hampshire | 0.00% | No change | 415 | $18K |
| NewEdge Advisors, LLC | 0.00% | Add +1.3% | 401 | $17K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 400 | $17K |
| Aew Capital Management L P | 0.00% | No change | 400 | $17K |
| Whittier Trust Co. | 0.00% | Reduce -29.0% | 397 | $17K |
| Rise Advisors, LLC | 0.01% | Reduce -37.3% | 372 | $16K |
| Private Trust Co. NA | 0.00% | No change | 362 | $15K |
| SouthState Bank Corp | 0.00% | Add +14.0% | 342 | $15K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -3.9% | 325 | $14K |
| Riverview Trust Co | 0.01% | No change | 320 | $14K |
| Larson Financial Group LLC | 0.00% | Add +29.8% | 309 | $13K |
| Spire Wealth Management | 0.00% | Reduce -1.9% | 304 | $13K |
| North Star Investment Management Corp. | 0.00% | No change | 300 | $13K |
| Quent Capital, LLC | 0.00% | Add +68.2% | 296 | $13K |
| MAI Capital Management | 0.00% | Reduce -14.4% | 279 | $12K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 255 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -16.4% | 225 | $9K |
| CENTRAL TRUST Co | 0.00% | No change | 220 | $9K |
| Investors Research Corp | 0.00% | New | 213 | $9K |
| Gould Capital, LLC | 0.01% | No change | 200 | $9K |
| Heritage Wealth Advisors | 0.00% | No change | 200 | $9K |
| Clearstead Trust, LLC | 0.00% | New | 184 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -0.5% | 184 | $8K |
| IFP Advisors, Inc | 0.00% | Add +38.6% | 183 | $8K |
| Creative Financial Designs Inc. | 0.00% | Add +47.5% | 180 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -1.1% | 179 | $8K |
| Roxbury Financial LLC | 0.01% | Add +1.7% | 181 | $7K |
| True Wealth Design, LLC | 0.00% | New | 170 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +70.5% | 162 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 156 | $7K |
| Red Tortoise LLC | 0.00% | No change | 153 | $7K |
| Optiver Holding B.V. | 0.00% | New | 153 | $7K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 141 | $6K |
| Harbour Investments, Inc. | 0.00% | Add +23.6% | 131 | $6K |
| Meeder Asset Management Inc. | 0.00% | Reduce -25.8% | 112 | $5K |
| Lanark Financial, Inc. | 0.00% | — | 103 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 88 | $4K |
| PSI Advisors, LLC | 0.00% | No change | 85 | $4K |
| Archer Investment Corp | 0.00% | No change | 80 | $3K |
| West Financial Advisors, LLC | 0.00% | New | 75 | $3K |
| Adirondack Trust Co. | 0.00% | Reduce -35.3% | 75 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -36.5% | 73 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -15.1% | 62 | $3K |
| Cornerstone Planning Group LLC | 0.00% | New | 72 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 65 | $3K |
| First Horizon Advisors, Inc. | 0.00% | Add +152.2% | 58 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 51 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 50 | $2K |
| High Note Wealth, LLC | 0.00% | Reduce -52.4% | 49 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -4.0% | 48 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 42 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 36 | $2K |
| Sachetta, LLC | 0.00% | No change | 35 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 31 | $1K |
| Continuum Advisory, LLC | 0.00% | Add +15.4% | 30 | $1K |
| CVA Family Office, LLC | 0.00% | New | 25 | $1K |
| Blue Trust, Inc. | 0.00% | New | 23 | $982 |
| AdvisorNet Financial, Inc | 0.00% | Add +633.3% | 22 | $940 |
| Financial Management Professionals, Inc. | 0.00% | No change | 22 | $940 |
| LRI Investments, LLC | 0.00% | No change | 20 | $854 |
| Cromwell Holdings LLC | 0.00% | New | 18 | $769 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 16 | $683 |
| Principia Wealth Advisory, LLC | 0.00% | Add +240.0% | 17 | $648 |
| Dunhill Financial, LLC | 0.00% | No change | 14 | $616 |
| NewSquare Capital LLC | 0.00% | Add +40.0% | 14 | $598 |
| Hughes Financial Services, LLC | 0.00% | New | 12 | $504 |
| Rothschild Investment LLC | 0.00% | New | 10 | $427 |
| WealthTrak Capital Management LLC | 0.00% | No change | 5 | $214 |
"% of holder's portfolio" is CUBE's weight in each manager's 13F, not the share of Cubesmart the manager owns.