CubesmartCUBE
13F holders, Q2 2025 (June 30)459holders +17
64new positions
47sold out
6famous investors
$42.49avg. 13F price*
At the end of Q2 2025, 459 institutions reported holding Cubesmart (CUBE) in their 13F filings, up 17 from Q1 2025. 64 opened new positions and 47 sold out. The largest holders were BlackRock, Inc. ($1.6B), Vanguard Group Inc. ($1.3B) and State Street Corp. ($493.3M). 6 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Cubesmart
- CUSIP
- 229663109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $176.7M |
| Exits | 47 | $305.0M |
All 13F filers, Q1 2025 → Q2 2025: 19,492,590 shares bought and 15,504,819 shares sold, net +3,987,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 459 holders
| BlackRock, Inc. | 0.03% | Add +16.4% | 37,020,490 | $1.6B |
| Vanguard Group Inc. | 0.02% | Reduce -0.6% | 31,226,205 | $1.3B |
| State Street Corp. | 0.02% | Add +0.1% | 11,608,076 | $493.3M |
| Norges Bank | 0.06% | Add +12.9% | 10,776,666 | $458.0M |
| FMR LLC | 0.03% | Reduce -1.3% | 10,520,267 | $447.1M |
| T. Rowe Price Investment Management, Inc. | 0.21% | Reduce -7.8% | 7,988,128 | $339.5M |
| T. Rowe Price Associates Inc. | 0.03% | Add +0.8% | 6,891,469 | $292.9M |
| JPMorgan Chase & Co. | 0.02% | Reduce -5.6% | 5,249,175 | $223.1M |
| Allspring Global Investments Holdings, LLC | 0.36% | Add +0.5% | 5,092,379 | $217.0M |
| Geode Capital Management, LLC | 0.01% | Reduce -5.2% | 4,528,754 | $192.5M |
| Northern Trust Corp. | 0.02% | Reduce -6.2% | 3,679,132 | $156.4M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.4% | 3,322,470 | $141.2M |
| Invesco Ltd. | 0.02% | Add +0.8% | 3,239,474 | $137.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.4% | 3,227,559 | $137.2M |
| Alyeska Investment Group, L.P. | 0.47% | Reduce -11.4% | 3,140,488 | $133.5M |
| Deutsche Bank AG | 0.04% | Reduce -7.2% | 2,708,062 | $115.1M |
| Centersquare Investment Management LLC | 1.18% | Add +9.9% | 2,679,703 | $113.9M |
| CBRE Investment Management Listed Real Assets LLC | 1.59% | Reduce -31.1% | 2,449,735 | $104.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +26.1% | 2,251,839 | $95.7M |
| Bank of New York Mellon Corp | 0.02% | Add +0.6% | 2,222,338 | $94.4M |
| Duff & Phelps Investment Management Co. | 1.11% | Add +1.6% | 2,219,524 | $94.3M |
| Morgan Stanley | 0.01% | Add +15.8% | 2,176,139 | $92.5M |
| Millennium Management | 0.08% | Reduce -10.8% | 2,017,084 | $85.7M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.34% | Reduce -9.2% | 1,737,922 | $73.9M |
| Russell Investments Group, Ltd. | 0.09% | Reduce -0.9% | 1,624,544 | $69.0M |
| Alliancebernstein L.P. | 0.02% | Reduce -1.0% | 1,462,476 | $62.2M |
| Janus Henderson Group PLC | 0.03% | Add +1252.6% | 1,383,949 | $58.8M |
| Legal & General Group Plc | 0.01% | Reduce -1.0% | 1,327,812 | $56.4M |
| UBS Group AG | 0.01% | Add +63.8% | 1,263,841 | $53.7M |
| Bank of America Corp. | 0.00% | Add +25.8% | 1,207,943 | $51.3M |
| Boston Trust Walden Corp | 0.35% | Add +28.2% | 1,162,643 | $49.4M |
| Nuveen, LLC | 0.01% | Reduce -10.1% | 1,136,814 | $48.3M |
| Woodline Partners LP | 0.26% | New | 1,136,397 | $48.3M |
| First Trust Advisors LP | 0.03% | Reduce -9.3% | 983,840 | $41.8M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +6.0% | 966,306 | $41.1M |
| Sterling Capital Management LLC | 0.57% | Reduce -42.0% | 945,579 | $40.2M |
| PGGM Investments | 0.70% | No change | 943,848 | $40.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +75.1% | 847,795 | $36.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -31.7% | 819,994 | $34.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -5.4% | 764,598 | $32.5M |
| HSBC Holdings PLC | 0.02% | Add +22.8% | 761,695 | $32.2M |
| Lasalle Investment Management Securities LLC | 1.29% | Reduce -8.6% | 742,053 | $31.5M |
| Point72 Asset Management | 0.08% | New | 733,027 | $31.2M |
| Rhumbline Advisers | 0.03% | Reduce -0.7% | 724,521 | $30.8M |
| Sei Investments Co. | 0.03% | Add +79.6% | 682,443 | $29.0M |
| American Century Companies Inc. | 0.02% | Add +18.3% | 663,764 | $28.2M |
| Aew Capital Management L P | 1.47% | Add +164585.0% | 658,740 | $28.0M |
| Hudson Bay Capital Management LP | 0.20% | Reduce -28.7% | 641,231 | $27.3M |
| Lazard Asset Management LLC | 0.04% | Add +1.4% | 606,579 | $25.8M |
| Retirement Systems of Alabama | 0.09% | Add +0.6% | 606,412 | $25.8M |
| Public Employees Retirement Association of Colorado | 0.10% | No change | 592,550 | $25.2M |
| Canada Pension Plan Investment Board | 0.02% | No change | 589,000 | $25.0M |
| Ameriprise Financial Inc. | 0.01% | Add +59.4% | 603,376 | $24.3M |
| Epoch Investment Partners, Inc. | 0.12% | Add +182.4% | 533,890 | $22.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.6% | 516,853 | $22.0M |
| Hazelview Securities Inc. | 3.84% | New | 508,040 | $21.6M |
| Crawford Investment Counsel Inc. | 0.37% | Add +15.8% | 501,713 | $21.3M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +5.7% | 488,864 | $20.8M |
| Presima Securities ULC | 4.77% | Reduce -2.5% | 487,993 | $20.7M |
| STRS Ohio | 0.07% | Add +23.1% | 471,210 | $20.0M |
| Barclays PLC | 0.01% | Add +41.3% | 464,595 | $19.7M |
| Prudential Financial Inc. | 0.03% | Add +106.0% | 454,619 | $19.3M |
| Swiss National Bank | 0.01% | Reduce -0.2% | 437,400 | $18.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +13418.0% | 429,738 | $18.3M |
| Nordea Investment Management AB | 0.02% | Add +0.1% | 429,717 | $18.1M |
| AQR Capital Management | 0.01% | Add +147.3% | 428,952 | $18.1M |
| Public Employees Retirement System of Ohio | 0.06% | Add +1.7% | 406,274 | $17.3M |
| California Public Employees Retirement System | 0.01% | Add +9.0% | 400,825 | $17.0M |
| Truist Financial Corp. | 0.02% | Reduce -42.5% | 390,746 | $16.6M |
| Quantinno Capital Management LP | 0.07% | Add +12.1% | 378,328 | $16.1M |
| Asset Management One Co., Ltd. | 0.05% | Reduce -1.2% | 374,262 | $15.9M |
| Waterfront Capital Partners, LLC | 3.89% | Add +103.9% | 368,335 | $15.7M |
| Engineers Gate Manager LP | 0.19% | Add +4329.6% | 363,224 | $15.4M |
| Davidson Investment Advisors | 0.68% | Add +1.5% | 355,741 | $15.1M |
| Heitman Real Estate Securities LLC | 1.07% | Add +16.2% | 354,836 | $15.1M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.05% | Add +4.0% | 328,845 | $14.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -28.1% | 325,302 | $13.8M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +1.2% | 322,710 | $13.7M |
| Nicola Wealth Management LTD. | 1.28% | Add +10.8% | 320,300 | $13.6M |
| TD Asset Management Inc | 0.01% | Add +109.3% | 303,618 | $12.9M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -33.2% | 301,526 | $12.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -12.7% | 276,823 | $11.8M |
| B&I Capital AG | 3.96% | Reduce -3.7% | 273,640 | $11.6M |
| Glenmede Investment Management, LP | 0.06% | — | 268,672 | $11.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -55.7% | 257,403 | $10.9M |
| Franklin Resources Inc. | 0.00% | Reduce -30.1% | 255,072 | $10.8M |
| State of Wisconsin Investment Board | 0.02% | Reduce -2.6% | 236,901 | $10.1M |
| Brookfield Corp | 0.01% | Add +7.6% | 231,551 | $9.8M |
| Macquarie Group Ltd. | 0.01% | Add +1.1% | 229,883 | $9.8M |
| Gateway Investment Advisers LLC | 0.11% | Add +8.6% | 228,461 | $9.7M |
| Allianz Asset Management GmbH | 0.01% | Reduce -23.4% | 228,095 | $9.7M |
| MetLife Investment Management, LLC | 0.06% | Add +2.8% | 225,601 | $9.6M |
| Citigroup Inc. | 0.01% | Add +48.3% | 225,249 | $9.6M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +21.7% | 224,500 | $9.5M |
| Carlyle Group Inc. | 0.19% | No change | 220,500 | $9.4M |
| Lighthouse Investment Partners, LLC | 0.40% | New | 214,200 | $9.1M |
| California State Teachers Retirement System | 0.01% | Add +0.1% | 208,389 | $8.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +3.3% | 203,918 | $8.7M |
| Wells Fargo & Company | 0.00% | Reduce -2.3% | 198,871 | $8.5M |
| Ceredex Value Advisors LLC | 0.18% | New | 197,950 | $8.4M |
| Jane Street Group, LLC | 0.01% | New | 194,699 | $8.3M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -3.0% | 191,276 | $8.1M |
| Squarepoint Ops LLC | 0.02% | Add +68.0% | 187,066 | $8.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +2.6% | 179,086 | $7.6M |
| Algert Global LLC | 0.16% | Add +92.1% | 175,793 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.1% | 174,665 | $7.4M |
| New York State Teachers Retirement System | 0.02% | No change | 174,297 | $7.4M |
| GSI Capital Advisors LLC | 3.80% | Add +0.3% | 166,982 | $7.1M |
| Royal Bank of Canada | 0.00% | Reduce -4.0% | 166,944 | $7.1M |
| Lightrock Netherlands B.V. | 1.94% | Reduce -2.0% | 195,076 | $7.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +4.5% | 164,543 | $7.0M |
| Corient Private Wealth LP | 0.01% | Reduce -0.1% | 159,609 | $6.8M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +27.5% | 160,181 | $6.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.05% | Reduce -31.0% | 156,000 | $6.6M |
| Pacer Advisors, Inc. | 0.02% | Reduce -11.1% | 146,912 | $6.2M |
| Sophron Capital Management L.P. | 1.89% | Reduce -17.1% | 145,382 | $6.2M |
| Tidal Investments LLC | 0.04% | Add +9.8% | 145,909 | $6.1M |
| New Age Alpha Advisors, LLC | 0.27% | Reduce -4.3% | 143,360 | $6.1M |
| SG Americas Securities, LLC | 0.03% | Reduce -68.0% | 140,624 | $6.0M |
| Employees Retirement System of Texas | 0.06% | Reduce -10.7% | 138,035 | $5.9M |
| State of Alaska, Department of Revenue | 0.06% | Add +0.5% | 136,413 | $5.8M |
| Renaissance Technologies | 0.01% | Reduce -19.1% | 134,688 | $5.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +4.0% | 131,901 | $5.6M |
| Old National Bancorp | 0.10% | Reduce -7.3% | 129,701 | $5.5M |
| Two Sigma Investments, LP | 0.01% | New | 128,468 | $5.5M |
| 1832 Asset Management L.P. | 0.01% | Add +834.7% | 128,074 | $5.4M |
| BNP Paribas Financial Markets | 0.00% | Add +253.5% | 126,829 | $5.4M |
| Keybank National Association | 0.02% | Reduce -41.3% | 125,731 | $5.3M |
| Gotham Asset Management | 0.03% | New | 125,426 | $5.3M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 123,648 | $5.3M |
| Holocene Advisors, LP | 0.01% | Reduce -3.8% | 117,619 | $5.0M |
| LPL Financial LLC | 0.00% | Reduce -9.3% | 114,846 | $4.9M |
| CX Institutional | 0.17% | Add +48.4% | 113,363 | $4.8M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -2.6% | 113,362 | $4.8M |
| Amundi | 0.00% | Reduce -13.6% | 110,837 | $4.8M |
| Cullen/Frost Bankers, Inc. | 0.06% | Add +1.2% | 109,393 | $4.6M |
| Treasurer of the State of North Carolina | 0.01% | Add +3.3% | 105,734 | $4.5M |
| Amalgamated Bank | 0.03% | Add +1.0% | 104,590 | $4.4M |
| Van Eck Associates Corp. | 0.01% | Add +3.8% | 103,695 | $4.4M |
| Investment Management Corp of Ontario | 0.06% | New | 102,972 | $4.4M |
| Cohen & Steers, Inc. | 0.01% | Reduce -54.6% | 98,635 | $4.2M |
| Knights of Columbus Asset Advisors LLC | 0.25% | Add +43.4% | 98,606 | $4.2M |
| Aberdeen Group plc | 0.01% | Add +29.9% | 96,840 | $4.1M |
| Landscape Capital Management, L.L.C. | 0.31% | Reduce -54.4% | 94,114 | $4.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.4% | 92,703 | $3.9M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 91,396 | $3.9M |
| Resona Asset Management Co.,Ltd. | 0.02% | Reduce -7.2% | 91,529 | $3.9M |
| Trillium Asset Management, LLC | 0.10% | Reduce -4.6% | 89,572 | $3.8M |
| Magnetar Financial LLC | 0.02% | New | 86,313 | $3.7M |
| Guggenheim Capital LLC | 0.03% | Add +3.6% | 85,808 | $3.6M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +5.8% | 85,784 | $3.6M |
| Yousif Capital Management, LLC | 0.04% | Reduce -1.0% | 84,226 | $3.6M |
| Van Lanschot Kempen Investment Management N.V. | 0.03% | Add +77.3% | 83,288 | $3.5M |
| Greenland Capital Management LP | 0.47% | New | 82,423 | $3.5M |
| Daiwa Securities Group Inc. | 0.01% | Add +3.7% | 80,280 | $3.4M |
| Prospector Partners LLC | 0.39% | Reduce -20.0% | 77,676 | $3.3M |
| Natixis Advisors, LLC | 0.01% | Add +36.6% | 77,107 | $3.3M |
| Teacher Retirement System of Texas | 0.01% | Add +5.4% | 73,205 | $3.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.09% | New | 71,162 | $3.0M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | No change | 70,771 | $3.0M |
| DAVENPORT & Co LLC | 0.02% | Reduce -43.4% | 70,744 | $3.0M |
| WCM Investment Management, LLC | 0.01% | Reduce -2.8% | 70,771 | $3.0M |
| 1834 Investment Advisors Co. | 0.38% | Reduce -5.4% | 70,044 | $3.0M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -44.0% | 70,000 | $3.0M |
| Quantbot Technologies LP | 0.07% | Add +92.8% | 68,873 | $2.9M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 68,142 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 66,860 | $2.8M |
| Arizona State Retirement System | 0.02% | Add +3.0% | 66,812 | $2.8M |
| Verition Fund Management LLC | 0.02% | Reduce -58.1% | 66,563 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +33.1% | 65,300 | $2.8M |
| Louisiana State Employees Retirement System | 0.05% | Add +1.1% | 64,100 | $2.7M |
| UniSuper Management Pty Ltd | 0.02% | Add +1.1% | 63,900 | $2.7M |
| Anson Funds Management LP | 0.50% | Add +2.6% | 63,690 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -12.3% | 63,525 | $2.7M |
| Bank of Montreal | 0.00% | Add +2.5% | 61,236 | $2.6M |
| Handelsbanken Fonder AB | 0.01% | Reduce -4.2% | 61,234 | $2.6M |
| Cibc World Markets Corp. | 0.02% | Reduce -3.9% | 60,688 | $2.6M |
| Two Sigma Advisers, LP | 0.01% | Reduce -13.0% | 57,600 | $2.4M |
| Stifel Financial Corp. | 0.00% | Reduce -42.1% | 57,139 | $2.4M |
| GRS Advisors, LLC | 0.23% | New | 56,153 | $2.4M |
| State of Michigan Retirement System | 0.01% | Add +1.3% | 54,800 | $2.3M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -0.3% | 54,716 | $2.3M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -18.5% | 54,289 | $2.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.2% | 53,673 | $2.3M |
| XTX Topco Ltd | 0.09% | New | 51,237 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +1.2% | 50,897 | $2.2M |
| Pallas Capital Advisors LLC | 0.08% | Add +5.3% | 50,866 | $2.2M |
| Pensionfund PDN | 1.40% | No change | 48,800 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +24.0% | 48,741 | $2.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +4.4% | 47,920 | $2.0M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -1.9% | 47,400 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +41.3% | 47,017 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +1.1% | 46,392 | $2.0M |
| New Mexico Educational Retirement Board | 0.06% | No change | 45,900 | $2.0M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -0.5% | 44,259 | $1.9M |
| AMG National Trust Bank | 0.04% | New | 40,240 | $1.7M |
| Panagora Asset Management Inc. | 0.01% | Reduce -17.5% | 39,510 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +3.0% | 38,286 | $1.6M |
| Metis Global Partners, LLC | 0.04% | Add +31.8% | 37,760 | $1.6M |
| Capital Fund Management S.A. | 0.02% | New | 37,244 | $1.6M |
| Utah Retirement Systems | 0.02% | No change | 37,008 | $1.6M |
| IFM Investors Pty Ltd | 0.01% | Reduce -19.0% | 36,676 | $1.6M |
| Nebula Research & Development LLC | 0.13% | New | 36,498 | $1.6M |
| Vanderbilt University | 0.29% | Add +130.3% | 36,371 | $1.5M |
| Exchange Traded Concepts, LLC | 0.02% | Add +63.6% | 35,544 | $1.5M |
| Jacobs Levy Equity Management, Inc. | 0.01% | No change | 35,351 | $1.5M |
| Creative Planning | 0.00% | Add +68.6% | 35,213 | $1.5M |
| NTV Asset Management LLC | 0.18% | Add +0.6% | 35,213 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -2.3% | 34,648 | $1.5M |
| Bridges Investment Management Inc. | 0.02% | Add +15.4% | 34,570 | $1.5M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +4.7% | 34,384 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -32.4% | 34,047 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +81.8% | 33,879 | $1.4M |
| AlphaQuest LLC | 0.14% | Reduce -4.5% | 33,049 | $1.4M |
| Atom Investors LP | 0.12% | New | 33,049 | $1.4M |
| Wellington Management Group LLP | 0.00% | Add +11.1% | 33,032 | $1.4M |
| Entropy Technologies, LP | 0.11% | Add +66.1% | 32,801 | $1.4M |
| Moran Wealth Management, LLC | 0.04% | Add +0.9% | 31,522 | $1.3M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -2.1% | 31,338 | $1.3M |
| Principal Securities, Inc. | 0.02% | Add +10.0% | 30,210 | $1.3M |
| Red Door Wealth Management, LLC | 0.15% | No change | 30,000 | $1.3M |
| CoreCap Advisors, LLC | 0.05% | Add +4.6% | 29,440 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -11.4% | 28,753 | $1.2M |
| Naples Global Advisors, LLC | 0.10% | Add +9.8% | 28,495 | $1.2M |
| Empire Life Investments Inc. | 0.07% | Reduce -1.8% | 27,538 | $1.2M |
| Danske Bank A/S | 0.00% | Reduce -52.2% | 26,521 | $1.1M |
| M&T Bank Corp | 0.00% | Add +0.9% | 25,761 | $1.1M |
| Pensionfund Sabic | 0.31% | No change | 25,700 | $1.1M |
| Xponance LLC | 0.01% | Reduce -1.4% | 25,600 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +38.5% | 25,170 | $1.1M |
| Nordwand Advisors, LLC | 0.17% | New | 25,000 | $1.1M |
| New York Life Investment Management LLC | 0.01% | Reduce -2.3% | 23,604 | $1.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 23,215 | $987K |
| World Investment Advisors | 0.02% | Reduce -4.2% | 23,090 | $981K |
| Elo Mutual Pension Insurance Co | 0.02% | New | 22,827 | $970K |
| MML Investors Services, LLC | 0.00% | Reduce -13.4% | 22,338 | $949K |
| Gallacher Capital Management LLC | 0.44% | Add +20.9% | 22,269 | $946K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +1.5% | 22,183 | $943K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.16% | Reduce -32.6% | 22,015 | $936K |
| Azzad Asset Management Inc. | 0.10% | Add +5.0% | 21,336 | $907K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.6% | 21,280 | $904K |
| Summit Trail Advisors, LLC | 0.02% | New | 21,073 | $896K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -15.6% | 20,954 | $891K |
| HRT Financial LP | 0.00% | New | 20,648 | $877K |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -39.6% | 20,504 | $871K |
| Ontario Teachers Pension Plan Board | 0.02% | Reduce -54.1% | 20,059 | $853K |
| Spirit of America Management Corp. | 0.17% | No change | 19,450 | $827K |
| Neo Ivy Capital Management | 0.25% | New | 18,630 | $782K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.2% | 18,032 | $766K |
| Fairtree Asset Management (Pty) Ltd | 0.57% | No change | 17,924 | $762K |
| Captrust Financial Advisors | 0.00% | Add +176.6% | 17,683 | $752K |
| Securian Asset Management, Inc. | 0.02% | Add +1.5% | 17,360 | $738K |
| Cetera Investment Advisers | 0.00% | Add +1.6% | 17,212 | $731K |
| Erste Asset Management GmbH | 0.01% | Reduce -14.1% | 16,400 | $695K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +4.3% | 16,075 | $683K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.6% | 15,976 | $679K |
| Oddo BHF Asset Management Sas | 0.02% | No change | 15,267 | $649K |
| Perbak Capital Partners LLP | 0.14% | New | 14,773 | $628K |
| Perpetual Ltd | 0.01% | New | 14,738 | $626K |
| Lindenwold Advisors, INC | 0.32% | Add +1.4% | 14,560 | $619K |
| Edgestream Partners, L.P. | 0.02% | New | 14,354 | $610K |
| Clearstead Advisors, LLC | 0.01% | Add +3.0% | 14,311 | $608K |
| Vestcor Inc | 0.02% | Reduce -70.7% | 14,311 | $608K |
| Quadrant Capital Group LLC | 0.02% | Add +425.9% | 14,232 | $605K |
| Cornercap Investment Counsel Inc. | 0.31% | Reduce -2.5% | 14,042 | $597K |
| Winmill & Co. Inc. | 0.17% | No change | 14,000 | $595K |
| Mirador Capital Partners LP | 0.10% | Add +4.8% | 13,940 | $592K |
| Fox Run Management, L.L.C. | 0.10% | New | 13,467 | $572K |
| Shell Asset Management Co. | 0.02% | Reduce -15.1% | 13,423 | $570K |
| D.A. Davidson & Co. | 0.00% | Add +11.9% | 13,395 | $569K |
| DoubleLine ETF Adviser LP | 0.18% | Add +2.0% | 13,385 | $569K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -41.4% | 13,280 | $564K |
| Groupe la Francaise | 0.01% | New | 12,883 | $547K |
| Neuberger Berman Group LLC | 0.00% | Add +27.0% | 12,856 | $543K |
| Jump Financial, LLC | 0.01% | Reduce -34.5% | 12,643 | $537K |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.7% | 12,471 | $530K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.0% | 12,468 | $530K |
| Bridgefront Capital, LLC | 0.14% | Add +54.7% | 12,213 | $519K |
| Cooper Financial Group | 0.06% | Reduce -8.7% | 12,144 | $516K |
| Penserra Capital Management LLC | 0.01% | Reduce -4.5% | 11,715 | $497K |
| Wesbanco Bank Inc. | 0.01% | No change | 11,408 | $485K |
| Farringdon Capital, Ltd. | 0.16% | New | 11,256 | $478K |
| Arkadios Wealth Advisors | 0.01% | Add +12.3% | 11,095 | $472K |
| US Bancorp \de | 0.00% | Add +0.2% | 11,033 | $469K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -18.8% | 10,709 | $464K |
| Norinchukin Bank, The | 0.01% | Add +4.0% | 10,864 | $462K |
| NEOS Investment Management LLC | 0.01% | Add +121.1% | 10,803 | $454K |
| Merit Financial Group, LLC | 0.01% | New | 10,574 | $449K |
| Polymer Capital Management (US) LLC | 0.07% | Reduce -4.0% | 10,523 | $447K |
| Maryland State Retirement & Pension System | 0.01% | No change | 10,457 | $444K |
| Total Wealth Planning & Management, Inc. | 0.38% | Reduce -1.7% | 10,451 | $444K |
| Drucker Wealth 3.0, LLC | 0.08% | New | 10,285 | $437K |
| ProShare Advisors LLC | 0.00% | Add +4.9% | 10,108 | $430K |
| Sit Investment Associates Inc. | 0.01% | No change | 9,950 | $423K |
| Allstate Corp. | 0.03% | Reduce -23.9% | 9,769 | $415K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.0% | 9,483 | $403K |
| IFG Advisory, LLC | 0.02% | Add +9.5% | 9,454 | $402K |
| Lecap Asset Management Ltd. | 0.14% | New | 9,080 | $386K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -2.3% | 8,892 | $378K |
| American Assets Capital Advisers, LLC | 0.36% | Reduce -85.8% | 8,535 | $363K |
| Syon Capital LLC | 0.02% | Add +40.2% | 8,281 | $352K |
| Knollwood Investment Advisory, LLC | 0.03% | No change | 8,209 | $349K |
| Shelton Capital Management | 0.01% | Reduce -2.5% | 8,022 | $341K |
| TD Private Client Wealth LLC | 0.01% | Add +213.6% | 7,979 | $339K |
| Cerity Partners LLC | 0.00% | Add +48.0% | 7,953 | $338K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +1.2% | 7,639 | $325K |
| Lombard Odier Asset Management (USA) Corp | 0.10% | New | 7,519 | $320K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -11.4% | 7,483 | $318K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -18.8% | 7,270 | $309K |
| Twin Tree Management, LP | 0.01% | Reduce -42.8% | 7,199 | $306K |
| CIBC Asset Management Inc | 0.00% | No change | 7,133 | $303K |
| XML Financial, LLC | 0.03% | Add +1.3% | 7,108 | $302K |
| Vident Advisory, LLC | 0.00% | Reduce -47.3% | 7,069 | $300K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -1.4% | 6,948 | $295K |
| Ieq Capital, LLC | 0.00% | New | 6,807 | $289K |
| Praxis Investment Management Inc. | 0.02% | Reduce -23.6% | 6,800 | $289K |
| Inscription Capital, LLC | 0.04% | New | 6,786 | $288K |
| Versant Capital Management, Inc | 0.04% | Reduce -3.2% | 6,470 | $275K |
| Belpointe Asset Management LLC | 0.01% | Add +6.9% | 6,403 | $272K |
| Mutual Advisors, LLC | 0.01% | No change | 6,534 | $271K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -3.9% | 6,205 | $264K |
| Frank, Rimerman Advisors LLC | 0.02% | Reduce -0.9% | 6,197 | $263K |
| Impact Partnership Wealth, LLC | 0.05% | New | 6,192 | $263K |
| Optas, LLC | 0.05% | New | 6,142 | $261K |
| Inspire Advisors, LLC | 0.03% | Add +24.3% | 6,032 | $256K |
| KBC Group NV | 0.00% | Reduce -35.0% | 5,989 | $255K |
| Grey Fox Wealth Advisors, LLC | 0.06% | Add +12.5% | 5,989 | $255K |
| Swiss Life Asset Management Ltd | 0.00% | New | 5,893 | $250K |
| Papamarkou Wellner Asset Management inc. | 0.16% | No change | 5,800 | $247K |
| Bridgewater Associates | 0.00% | New | 5,654 | $240K |
| Worth Venture Partners, LLC | 1.96% | New | 5,600 | $238K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -64.6% | 5,594 | $238K |
| Kera Capital Partners, Inc. | 0.05% | Reduce -11.6% | 5,574 | $237K |
| Ballentine Partners, LLC | 0.00% | New | 5,572 | $237K |
| Compound Planning, Inc. | 0.01% | New | 5,548 | $236K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Add +1.9% | 5,467 | $232K |
| Gsa Capital Partners LLP | 0.02% | Add +4.3% | 5,455 | $232K |
| Atria Investments, Inc | 0.00% | Reduce -21.2% | 5,272 | $224K |
| Chicago Partners Investment Group LLC | 0.01% | New | 5,383 | $224K |
| L.M. Kohn & Company | 0.06% | New | 5,134 | $218K |
| Carmel Capital Partners, LLC | 0.07% | Reduce -50.7% | 5,010 | $213K |
| Profund Advisors LLC | 0.01% | Reduce -5.2% | 4,963 | $211K |
| Renaissance Group LLC | 0.01% | Reduce -2.6% | 4,915 | $209K |
| Kaizen Financial Strategies | 0.11% | Add +3.7% | 4,866 | $207K |
| Evergreen Capital Management LLC | 0.01% | Reduce -11.1% | 4,763 | $202K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -22.4% | 4,742 | $202K |
| Cwm, LLC | 0.00% | Add +141.9% | 4,718 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.8% | 4,723 | $201K |
| Pacific Sun Financial Corp | 0.10% | New | 4,712 | $200K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -57.6% | 4,543 | $193K |
| Virtus Investment Advisers, LLC | 0.06% | Add +15.2% | 4,049 | $172K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -5.7% | 4,038 | $172K |
| Bessemer Group Inc. | 0.00% | Add +5.0% | 3,909 | $166K |
| CI Investments Inc. | 0.00% | Reduce -21.8% | 3,504 | $149K |
| FIL Ltd | 0.00% | Reduce -77.8% | 3,262 | $139K |
| Brooklyn Investment Group | 0.02% | Add +146.2% | 3,178 | $135K |
| Colonial Trust Co / SC | 0.02% | Reduce -49.1% | 2,656 | $113K |
| UMB Bank, n.a. | 0.00% | Add +25.4% | 2,403 | $102K |
| Elevation Wealth Partners, LLC | 0.04% | No change | 2,250 | $96K |
| GAMMA Investing LLC | 0.01% | Add +1.9% | 2,222 | $94K |
| Kestra Investment Management, LLC | 0.00% | Add +10.4% | 2,178 | $93K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.6% | 1,915 | $81K |
| Fifth Third Bancorp | 0.00% | Reduce -17.8% | 1,846 | $78K |
| Zimmer Partners, LP | 0.00% | Reduce -97.4% | 1,761 | $75K |
| Signaturefd, LLC | 0.00% | Add +82.8% | 1,680 | $71K |
| IFP Advisors, Inc | 0.00% | Add +737.2% | 1,532 | $71K |
| Hantz Financial Services, Inc. | 0.00% | Add +1776.1% | 1,651 | $70K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,462 | $62K |
| Covestor Ltd | 0.04% | Reduce -8.6% | 1,440 | $61K |
| Larson Financial Group LLC | 0.00% | Add +356.0% | 1,409 | $60K |
| Jones Financial Companies LLLP | 0.00% | Add +73.3% | 1,208 | $51K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +3.6% | 1,207 | $51K |
| Parallel Advisors, LLC | 0.00% | Add +22.6% | 1,128 | $48K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -22.7% | 1,115 | $47K |
| Allworth Financial LP | 0.00% | Add +6.4% | 996 | $42K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 987 | $42K |
| Geneos Wealth Management Inc. | 0.00% | Add +174.8% | 893 | $38K |
| Arax Advisory Partners | 0.00% | Add +3.3% | 814 | $35K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -0.1% | 768 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.0% | 709 | $30K |
| True Wealth Design, LLC | 0.01% | Add +308.2% | 694 | $29K |
| Huntington National Bank | 0.00% | Reduce -31.2% | 682 | $29K |
| Montag A & Associates Inc. | 0.00% | Add +40.5% | 663 | $28K |
| Global Retirement Partners, LLC | 0.00% | — | 662 | $28K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.7% | 586 | $25K |
| Whittier Trust Co. | 0.00% | Add +45.6% | 578 | $25K |
| Fulcrum Asset Management LLP | 0.01% | — | 548 | $23K |
| V-Square Quantitative Management LLC | 0.00% | New | 537 | $23K |
| Assetmark, Inc. | 0.00% | Reduce -87.8% | 519 | $22K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +520.5% | 453 | $19K |
| Bank of New Hampshire | 0.00% | No change | 415 | $18K |
| NewEdge Advisors, LLC | 0.00% | Add +1.3% | 406 | $17K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 400 | $17K |
| Rise Advisors, LLC | 0.01% | Add +4.6% | 389 | $17K |
| SouthState Bank Corp | 0.00% | Add +9.4% | 374 | $16K |
| Spire Wealth Management | 0.00% | No change | 304 | $13K |
| North Star Investment Management Corp. | 0.00% | No change | 300 | $13K |
| Headlands Technologies LLC | 0.00% | New | 292 | $12K |
| Quarry LP | 0.00% | Reduce -91.4% | 279 | $12K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 304 | $12K |
| MAI Capital Management | 0.00% | Reduce -1.4% | 275 | $12K |
| Atticus Wealth Management, LLC | 0.00% | New | 256 | $11K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 255 | $11K |
| Meeder Asset Management Inc. | 0.00% | Add +118.8% | 245 | $10K |
| Addison Advisors LLC | 0.00% | New | 228 | $10K |
| Private Trust Co. NA | 0.00% | Reduce -37.0% | 228 | $10K |
| CENTRAL TRUST Co | 0.00% | No change | 220 | $9K |
| Investors Research Corp | 0.00% | No change | 213 | $9K |
| Briaud Financial Planning Inc | 0.00% | New | 227 | $9K |
| Gould Capital, LLC | 0.01% | No change | 200 | $9K |
| Heritage Wealth Advisors | 0.00% | No change | 200 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -14.7% | 192 | $8K |
| Creative Financial Designs Inc. | 0.00% | Add +3.3% | 186 | $8K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 183 | $8K |
| Roxbury Financial LLC | 0.01% | Add +1.1% | 183 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +12.3% | 182 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -4.3% | 176 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +8.3% | 169 | $7K |
| Dogwood Wealth Management LLC | 0.00% | New | 165 | $7K |
| Red Tortoise LLC | 0.00% | No change | 153 | $7K |
| Copeland Capital Management, LLC | 0.00% | Reduce -88.0% | 145 | $6K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 141 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +258.1% | 111 | $5K |
| Harbour Investments, Inc. | 0.00% | Reduce -19.1% | 106 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -41.3% | 105 | $4K |
| MTM Investment Management, LLC | 0.00% | New | 104 | $4K |
| Chung Wu Investment Group, LLC | 0.00% | New | 100 | $4K |
| Archer Investment Corp | 0.00% | No change | 80 | $3K |
| Adirondack Trust Co. | 0.00% | No change | 75 | $3K |
| First Horizon Advisors, Inc. | 0.00% | Add +22.4% | 71 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.4% | 73 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 65 | $3K |
| HighMark Wealth Management LLC | 0.00% | New | 64 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 51 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 50 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 36 | $2K |
| Avion Wealth | 0.00% | New | 25 | $1K |
| Lanark Financial, Inc. | 0.00% | Reduce -61.2% | 40 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -67.7% | 20 | $1K |
| Sachetta, LLC | 0.00% | Reduce -37.1% | 22 | $935 |
| Financial Management Professionals, Inc. | 0.00% | No change | 22 | $935 |
| NewSquare Capital LLC | 0.00% | Add +50.0% | 21 | $893 |
| WealthTrak Capital Management LLC | 0.00% | Add +300.0% | 20 | $850 |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 20 | $850 |
| LRI Investments, LLC | 0.00% | No change | 20 | $850 |
| Cromwell Holdings LLC | 0.00% | No change | 18 | $765 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 16 | $680 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -31.8% | 15 | $638 |
| Hughes Financial Services, LLC | 0.00% | Add +8.3% | 13 | $514 |
| CVA Family Office, LLC | 0.00% | Reduce -52.0% | 12 | $510 |
| Bogart Wealth, LLC | 0.00% | New | 12 | $510 |
| Clearstead Trust, LLC | 0.00% | Reduce -94.0% | 11 | $468 |
| American Capital Advisory, LLC | 0.00% | New | 10 | $425 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -64.7% | 6 | $255 |
| Quaker Wealth Management, LLC | 0.00% | — | 6 | $255 |
| Stephens Consulting, LLC | 0.00% | New | 6 | $255 |
| Tortoise Investment Management, LLC | 0.00% | New | 6 | $255 |
| DecisionPoint Financial, LLC | 0.00% | New | 4 | $171 |
| MV Capital Management, Inc. | 0.00% | New | 2 | $85 |
"% of holder's portfolio" is CUBE's weight in each manager's 13F, not the share of Cubesmart the manager owns.