CubesmartCUBE
13F holders, Q3 2025 (September 30)477holders +18
66new positions
46sold out
6famous investors
$40.64avg. 13F price*
At the end of Q3 2025, 477 institutions reported holding Cubesmart (CUBE) in their 13F filings, up 18 from Q2 2025. 66 opened new positions and 46 sold out. The largest holders were BlackRock, Inc. ($1.5B), Vanguard Group Inc. ($1.3B) and State Street Corp. ($469.2M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Cubesmart
- CUSIP
- 229663109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $145.2M |
| Exits | 46 | $81.7M |
All 13F filers, Q2 2025 → Q3 2025: 14,419,125 shares bought and 15,074,625 shares sold, net −655,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 477 holders
| BlackRock, Inc. | 0.03% | Reduce -1.4% | 36,491,119 | $1.5B |
| Vanguard Group Inc. | 0.02% | Add +0.2% | 31,285,353 | $1.3B |
| State Street Corp. | 0.02% | Reduce -0.6% | 11,538,652 | $469.2M |
| FMR LLC | 0.02% | Reduce -6.6% | 9,827,892 | $399.6M |
| T. Rowe Price Associates Inc. | 0.04% | Add +30.5% | 8,990,445 | $365.6M |
| T. Rowe Price Investment Management, Inc. | 0.16% | Reduce -20.3% | 6,366,375 | $258.9M |
| JPMorgan Chase & Co. | 0.01% | Add +1.8% | 5,340,869 | $217.2M |
| Allspring Global Investments Holdings, LLC | 0.33% | Reduce -0.5% | 5,066,931 | $205.1M |
| Geode Capital Management, LLC | 0.01% | Add +2.9% | 4,661,921 | $189.6M |
| Alyeska Investment Group, L.P. | 0.53% | Add +36.4% | 4,283,952 | $174.2M |
| CBRE Investment Management Listed Real Assets LLC | 1.96% | Add +37.4% | 3,364,619 | $136.8M |
| Northern Trust Corp. | 0.02% | Reduce -8.7% | 3,360,776 | $136.6M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -1.1% | 3,284,860 | $133.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.4% | 3,241,028 | $131.8M |
| Invesco Ltd. | 0.02% | Reduce -6.0% | 3,046,264 | $123.9M |
| Deutsche Bank AG | 0.03% | Reduce -12.3% | 2,376,087 | $96.6M |
| Duff & Phelps Investment Management Co. | 1.08% | Add +5.4% | 2,339,974 | $95.1M |
| Morgan Stanley | 0.01% | Reduce -0.6% | 2,163,692 | $88.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.9% | 2,136,054 | $86.9M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.35% | Add +4.4% | 1,813,777 | $73.7M |
| Prudential Financial Inc. | 0.09% | Add +290.3% | 1,774,198 | $72.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -27.8% | 1,626,317 | $66.1M |
| Russell Investments Group, Ltd. | 0.07% | Reduce -4.7% | 1,548,511 | $63.0M |
| Alliancebernstein L.P. | 0.02% | Add +3.9% | 1,519,828 | $61.8M |
| Janus Henderson Group PLC | 0.03% | Add +0.6% | 1,392,512 | $56.6M |
| Bank of America Corp. | 0.00% | Add +14.8% | 1,387,173 | $56.4M |
| Woodline Partners LP | 0.24% | Add +12.1% | 1,274,123 | $51.8M |
| Citadel Advisors | 0.04% | New | 1,216,085 | $49.4M |
| Legal & General Group Plc | 0.01% | Reduce -10.5% | 1,188,158 | $48.3M |
| Boston Trust Walden Corp | 0.35% | Add +0.1% | 1,163,975 | $47.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +43.9% | 1,100,292 | $44.7M |
| Nuveen, LLC | 0.01% | Reduce -3.9% | 1,093,052 | $44.4M |
| UBS Group AG | 0.01% | Reduce -16.5% | 1,055,241 | $42.9M |
| Lasalle Investment Management Securities LLC | 1.68% | Add +41.4% | 1,049,164 | $42.7M |
| HSBC Holdings PLC | 0.02% | Add +30.6% | 994,536 | $40.4M |
| PGGM Investments | 0.62% | No change | 943,848 | $38.4M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -3.0% | 936,899 | $38.1M |
| Hudson Bay Capital Management LP | 0.26% | Add +44.0% | 923,539 | $37.6M |
| Millennium Management | 0.03% | Reduce -55.0% | 908,607 | $36.9M |
| Sterling Capital Management LLC | 0.53% | Reduce -6.7% | 882,447 | $35.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.3% | 809,534 | $32.9M |
| American Century Companies Inc. | 0.01% | Add +9.0% | 723,754 | $29.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.7% | 697,791 | $28.4M |
| Rhumbline Advisers | 0.02% | Reduce -6.6% | 676,962 | $27.5M |
| Retirement Systems of Alabama | 0.09% | Add +5.4% | 639,109 | $26.0M |
| Heitman Real Estate Securities LLC | 1.74% | Add +76.6% | 626,616 | $25.5M |
| Quantinno Capital Management LP | 0.07% | Add +65.3% | 625,205 | $25.4M |
| Sei Investments Co. | 0.03% | Reduce -13.1% | 593,008 | $24.1M |
| Public Employees Retirement Association of Colorado | 0.09% | Reduce -0.0% | 592,491 | $24.1M |
| Lazard Asset Management LLC | 0.03% | Reduce -2.4% | 592,036 | $24.1M |
| Canada Pension Plan Investment Board | 0.02% | No change | 589,000 | $23.9M |
| Barclays PLC | 0.01% | Add +25.9% | 584,712 | $23.8M |
| Schroder Investment Management Group | 0.02% | New | 579,208 | $23.5M |
| STRS Ohio | 0.09% | Add +21.9% | 574,612 | $23.4M |
| Hazelview Securities Inc. | 4.39% | Add +12.8% | 573,130 | $23.3M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +5.1% | 513,754 | $20.8M |
| Crawford Investment Counsel Inc. | 0.35% | Add +2.1% | 512,289 | $20.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.0% | 506,435 | $20.6M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +614.3% | 500,000 | $20.3M |
| Algert Global LLC | 0.34% | Add +182.7% | 497,036 | $20.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.5% | 509,848 | $19.2M |
| Davidson Investment Advisors | 0.79% | Add +29.3% | 460,024 | $18.7M |
| Nordea Investment Management AB | 0.02% | Add +3.7% | 445,678 | $18.0M |
| Swiss National Bank | 0.01% | Add +1.1% | 442,000 | $18.0M |
| California Public Employees Retirement System | 0.01% | Add +4.0% | 416,965 | $17.0M |
| Epoch Investment Partners, Inc. | 0.09% | Reduce -23.7% | 407,546 | $16.6M |
| Voloridge Investment Management, LLC | 0.06% | Add +34.5% | 405,480 | $16.5M |
| Public Employees Retirement System of Ohio | 0.05% | Reduce -1.5% | 400,260 | $16.3M |
| Presima Securities ULC | 4.40% | Reduce -19.3% | 393,946 | $16.0M |
| AQR Capital Management | 0.01% | Reduce -10.1% | 385,520 | $15.7M |
| Truist Financial Corp. | 0.02% | Reduce -4.5% | 373,002 | $15.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -13.6% | 371,495 | $15.1M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -0.9% | 371,042 | $15.1M |
| Raymond James Financial Inc. | 0.00% | Add +8.9% | 354,373 | $14.4M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +4.1% | 335,801 | $13.7M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.04% | Reduce -1.6% | 323,461 | $13.2M |
| LMR Partners LLP | 0.25% | New | 322,165 | $13.1M |
| Nicola Wealth Management LTD. | 1.12% | Reduce -3.5% | 309,000 | $12.6M |
| Pacific Heights Asset Management LLC | 0.54% | New | 300,000 | $12.2M |
| B&I Capital AG | 3.89% | Add +0.9% | 276,190 | $11.2M |
| Glenmede Investment Management, LP | 0.05% | Reduce -0.1% | 268,371 | $10.9M |
| Cubist Systematic Strategies, LLC | 0.15% | New | 259,784 | $10.6M |
| TD Asset Management Inc | 0.01% | Reduce -14.8% | 258,693 | $10.5M |
| Ceredex Value Advisors LLC | 0.24% | Add +27.7% | 252,850 | $10.3M |
| Franklin Resources Inc. | 0.00% | Reduce -3.0% | 247,362 | $10.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -12.6% | 242,083 | $9.8M |
| State of Wisconsin Investment Board | 0.02% | Reduce -0.4% | 235,875 | $9.6M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +3.6% | 232,500 | $9.5M |
| Macquarie Group Ltd. | 0.01% | Reduce -0.9% | 227,731 | $9.3M |
| Waterfront Capital Partners, LLC | 5.94% | Reduce -39.3% | 223,418 | $9.1M |
| Wells Fargo & Company | 0.00% | Add +11.7% | 222,095 | $9.0M |
| Carlyle Group Inc. | 0.21% | No change | 220,500 | $9.0M |
| MetLife Investment Management, LLC | 0.04% | Reduce -3.0% | 218,848 | $8.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +3.0% | 209,929 | $8.5M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 208,399 | $8.5M |
| Gateway Investment Advisers LLC | 0.08% | Reduce -11.8% | 201,545 | $8.2M |
| Tudor Investment Corporation | 0.05% | New | 200,953 | $8.2M |
| Squarepoint Ops LLC | 0.02% | Add +6.4% | 199,037 | $8.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -26.3% | 189,624 | $7.7M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.0% | 189,358 | $7.7M |
| Citigroup Inc. | 0.01% | Reduce -16.4% | 188,412 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.7% | 184,686 | $7.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -0.6% | 178,057 | $7.2M |
| Jane Street Group, LLC | 0.01% | Reduce -8.9% | 177,390 | $7.2M |
| 1832 Asset Management L.P. | 0.01% | Add +34.9% | 172,804 | $7.0M |
| Sophron Capital Management L.P. | 2.16% | Add +18.4% | 172,146 | $7.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +4.5% | 171,968 | $7.0M |
| Lighthouse Investment Partners, LLC | 0.25% | Reduce -20.2% | 171,000 | $7.0M |
| Lightrock Netherlands B.V. | 1.74% | Reduce -1.3% | 192,626 | $6.7M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 160,181 | $6.5M |
| Pacer Advisors, Inc. | 0.02% | Add +8.1% | 158,783 | $6.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.04% | Add +0.1% | 156,100 | $6.3M |
| Corient Private Wealth LP | 0.01% | Reduce -3.2% | 154,473 | $6.3M |
| Verition Fund Management LLC | 0.04% | Add +130.7% | 153,581 | $6.2M |
| HRT Financial LP | 0.02% | Add +641.8% | 153,168 | $6.2M |
| New York State Teachers Retirement System | 0.01% | Reduce -13.5% | 150,797 | $6.1M |
| Edgestream Partners, L.P. | 0.17% | Add +913.9% | 145,539 | $5.9M |
| Aew Capital Management L P | 0.32% | Reduce -78.5% | 141,870 | $5.8M |
| Royal Bank of Canada | 0.00% | Reduce -16.6% | 139,274 | $5.7M |
| Daiwa Securities Group Inc. | 0.02% | Add +73.1% | 138,933 | $5.6M |
| New Age Alpha Advisors, LLC | 0.24% | Reduce -3.7% | 138,108 | $5.6M |
| State of Alaska, Department of Revenue | 0.06% | Reduce -0.8% | 135,377 | $5.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +0.7% | 132,783 | $5.4M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -2.4% | 120,649 | $4.9M |
| Old National Bancorp | 0.08% | Reduce -7.2% | 120,349 | $4.9M |
| Holocene Advisors, LP | 0.01% | Reduce -1.9% | 115,398 | $4.7M |
| Amundi | 0.00% | Add +5.7% | 117,098 | $4.7M |
| New York State Common Retirement Fund | 0.01% | Add +23.9% | 114,903 | $4.7M |
| Fieldview Capital Management, LLC | 0.75% | New | 113,193 | $4.6M |
| Van Eck Associates Corp. | 0.00% | Add +9.1% | 113,134 | $4.6M |
| LPL Financial LLC | 0.00% | Reduce -4.7% | 109,494 | $4.5M |
| First Trust Advisors LP | 0.00% | Reduce -88.9% | 109,427 | $4.4M |
| Cullen/Frost Bankers, Inc. | 0.05% | Reduce -3.3% | 105,742 | $4.3M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -7.1% | 105,313 | $4.3M |
| Amalgamated Bank | 0.03% | Add +0.1% | 104,661 | $4.3M |
| Investment Management Corp of Ontario | 0.06% | No change | 102,972 | $4.2M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -3.8% | 101,768 | $4.1M |
| Gotham Asset Management | 0.02% | Reduce -19.0% | 101,617 | $4.1M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +10.4% | 101,065 | $4.1M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +16.6% | 100,042 | $4.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -21.9% | 99,043 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +817.9% | 98,298 | $3.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.10% | Add +36.0% | 96,790 | $3.9M |
| Magnetar Financial LLC | 0.03% | Add +11.9% | 96,571 | $3.9M |
| Knights of Columbus Asset Advisors LLC | 0.22% | Reduce -4.8% | 93,869 | $3.8M |
| Aberdeen Group plc | 0.01% | Reduce -4.8% | 92,139 | $3.7M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 91,396 | $3.7M |
| Exchange Traded Concepts, LLC | 0.04% | Add +155.4% | 90,791 | $3.7M |
| Trillium Asset Management, LLC | 0.09% | Reduce -1.7% | 88,083 | $3.6M |
| Yousif Capital Management, LLC | 0.03% | Reduce -5.9% | 79,276 | $3.2M |
| Guggenheim Capital LLC | 0.02% | Reduce -8.4% | 78,633 | $3.2M |
| Van Lanschot Kempen Investment Management N.V. | 0.03% | Reduce -11.7% | 73,556 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +8.6% | 70,934 | $2.9M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | No change | 70,771 | $2.9M |
| WCM Investment Management, LLC | 0.01% | No change | 70,771 | $2.9M |
| Prospector Partners LLC | 0.34% | Reduce -12.0% | 68,374 | $2.8M |
| Teacher Retirement System of Texas | 0.01% | Reduce -6.7% | 68,277 | $2.8M |
| Arizona State Retirement System | 0.01% | Add +1.0% | 67,454 | $2.7M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 66,860 | $2.7M |
| Keybank National Association | 0.01% | Reduce -47.9% | 65,463 | $2.7M |
| UniSuper Management Pty Ltd | 0.02% | Add +1.3% | 64,700 | $2.6M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.9% | 63,500 | $2.6M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 63,383 | $2.6M |
| ExodusPoint Capital Management, LP | 0.04% | New | 63,026 | $2.6M |
| DAVENPORT & Co LLC | 0.01% | Reduce -12.2% | 62,089 | $2.5M |
| Handelsbanken Fonder AB | 0.01% | No change | 61,234 | $2.5M |
| 1834 Investment Advisors Co. | 0.30% | Reduce -14.2% | 60,125 | $2.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +27.6% | 59,974 | $2.4M |
| CIBC Bancorp USA Inc. | 0.01% | — | 59,934 | $2.4M |
| Creative Planning | 0.00% | Add +67.9% | 59,125 | $2.4M |
| Bank of Montreal | 0.00% | Reduce -3.6% | 59,029 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +52.7% | 58,449 | $2.4M |
| Natixis Advisors, LLC | 0.00% | Reduce -25.0% | 57,835 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -8.9% | 57,842 | $2.4M |
| Measured Risk Portfolios, Inc. | 2.53% | New | 57,459 | $2.3M |
| Entropy Technologies, LP | 0.17% | Add +75.1% | 57,448 | $2.3M |
| GRS Advisors, LLC | 0.21% | No change | 56,153 | $2.3M |
| Coldstream Capital Management Inc. | 0.03% | Add +1.1% | 55,288 | $2.2M |
| Pallas Capital Advisors LLC | 0.08% | Add +7.7% | 54,801 | $2.2M |
| Vestcor Inc | 0.07% | Add +281.8% | 54,642 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +11.4% | 54,299 | $2.2M |
| State of Michigan Retirement System | 0.01% | Reduce -0.9% | 54,300 | $2.2M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -1.9% | 53,280 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -9.1% | 51,956 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.4% | 52,390 | $2.1M |
| Metis Global Partners, LLC | 0.05% | Add +36.1% | 51,384 | $2.1M |
| Bridgewater Associates | 0.01% | Add +805.1% | 51,173 | $2.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.1% | 50,828 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +48.8% | 50,423 | $2.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +4.9% | 50,257 | $2.0M |
| Pensionfund PDN | 1.28% | No change | 48,800 | $2.0M |
| KLP Kapitalforvaltning As | 0.01% | No change | 47,400 | $1.9M |
| New Mexico Educational Retirement Board | 0.06% | No change | 45,900 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.1% | 45,892 | $1.9M |
| Voya Investment Management LLC | 0.00% | Add +56.6% | 45,035 | $1.8M |
| Caprock Group, LLC | 0.04% | — | 43,114 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -3.4% | 42,746 | $1.7M |
| AlphaQuest LLC | 0.11% | Add +25.6% | 41,520 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | New | 41,059 | $1.7M |
| AMG National Trust Bank | 0.04% | Add +0.6% | 40,487 | $1.6M |
| Zimmer Partners, LP | 0.04% | Add +2054.1% | 37,934 | $1.5M |
| Capital Fund Management S.A. | 0.02% | Add +1.8% | 37,902 | $1.5M |
| Landscape Capital Management, L.L.C. | 0.10% | Reduce -60.1% | 37,530 | $1.5M |
| Allianz Asset Management GmbH | 0.00% | Reduce -83.7% | 37,259 | $1.5M |
| Utah Retirement Systems | 0.01% | No change | 37,008 | $1.5M |
| Bridges Investment Management Inc. | 0.02% | Add +6.4% | 36,776 | $1.5M |
| IFM Investors Pty Ltd | 0.01% | Add +0.5% | 36,863 | $1.5M |
| Principal Securities, Inc. | 0.02% | Add +20.7% | 36,475 | $1.5M |
| Naples Global Advisors, LLC | 0.12% | Add +27.7% | 36,385 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -47.5% | 35,792 | $1.5M |
| Two Sigma Advisers, LP | 0.00% | Reduce -39.6% | 34,800 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.1% | 34,024 | $1.4M |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -3.5% | 33,181 | $1.3M |
| NTV Asset Management LLC | 0.14% | Reduce -7.1% | 32,713 | $1.3M |
| Wellington Management Group LLP | 0.00% | Reduce -1.2% | 32,645 | $1.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 32,000 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -75.3% | 31,725 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Add +49.4% | 31,475 | $1.3M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -0.4% | 31,213 | $1.3M |
| Moran Wealth Management, LLC | 0.04% | Reduce -1.1% | 31,183 | $1.3M |
| Gries Financial LLC | 0.20% | New | 30,982 | $1.3M |
| Elo Mutual Pension Insurance Co | 0.02% | Add +34.7% | 30,752 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +127.9% | 30,531 | $1.2M |
| Red Door Wealth Management, LLC | 0.13% | No change | 30,000 | $1.2M |
| Nordwand Advisors, LLC | 0.19% | Add +18.4% | 29,600 | $1.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +25.2% | 29,067 | $1.2M |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -18.3% | 28,899 | $1.2M |
| Empire Life Investments Inc. | 0.07% | Add +1.6% | 27,968 | $1.1M |
| CoreCap Advisors, LLC | 0.04% | Reduce -5.5% | 27,831 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +23.0% | 27,484 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +8.0% | 27,179 | $1.1M |
| Drucker Wealth 3.0, LLC | 0.19% | Add +149.0% | 25,611 | $1.0M |
| Xponance LLC | 0.01% | Reduce -1.1% | 25,328 | $1.0M |
| Gallacher Capital Management LLC | 0.40% | Add +11.3% | 24,783 | $1.0M |
| Bridgefront Capital, LLC | 0.29% | Add +97.9% | 24,169 | $983K |
| Pensionfund Sabic | 0.26% | Reduce -7.8% | 23,700 | $964K |
| New York Life Investment Management LLC | 0.01% | Reduce -2.4% | 23,049 | $937K |
| Versor Investments LP | 0.17% | New | 22,900 | $931K |
| Azzad Asset Management Inc. | 0.09% | Add +4.1% | 22,206 | $903K |
| Fox Run Management, L.L.C. | 0.14% | Add +64.0% | 22,083 | $898K |
| SG Americas Securities, LLC | 0.00% | Reduce -84.3% | 22,032 | $896K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.14% | No change | 22,015 | $895K |
| NEOS Investment Management LLC | 0.01% | Add +102.8% | 21,913 | $880K |
| World Investment Advisors | 0.02% | Reduce -7.9% | 21,260 | $864K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -4.2% | 21,244 | $864K |
| Lindenwold Advisors, INC | 0.40% | Add +41.9% | 20,658 | $840K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +28.8% | 20,580 | $837K |
| Federated Hermes, Inc. | 0.00% | Reduce -4.3% | 20,370 | $828K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -7.8% | 19,316 | $785K |
| Danske Bank A/S | 0.00% | Reduce -28.7% | 18,921 | $769K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.4% | 18,650 | $758K |
| Spirit of America Management Corp. | 0.15% | Reduce -5.1% | 18,450 | $750K |
| Cetera Investment Advisers | 0.00% | Add +6.7% | 18,359 | $746K |
| Atom Investors LP | 0.06% | Reduce -44.6% | 18,306 | $744K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +296.9% | 18,031 | $733K |
| Captrust Financial Advisors | 0.00% | Add +1.4% | 17,936 | $729K |
| Fairtree Asset Management (Pty) Ltd | 0.48% | No change | 17,924 | $729K |
| Readystate Asset Management LP | 0.07% | New | 17,578 | $715K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 17,564 | $714K |
| Securian Asset Management, Inc. | 0.02% | Reduce -1.6% | 17,078 | $694K |
| Level Four Advisory Services, LLC | 0.02% | New | 17,021 | $692K |
| Mercer Global Advisors Inc. | 0.00% | Add +76.5% | 16,739 | $681K |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -19.7% | 16,458 | $669K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +1.8% | 16,357 | $665K |
| Quadrant Capital Group LLC | 0.02% | Add +13.7% | 16,187 | $658K |
| XTX Topco Ltd | 0.03% | Reduce -69.0% | 15,893 | $646K |
| Arax Advisory Partners | 0.01% | Add +1843.1% | 15,817 | $643K |
| FJ Capital Management LLC | 0.07% | New | 15,225 | $619K |
| Inceptionr LLC | 0.15% | New | 15,197 | $610K |
| Sanctuary Advisors, LLC | 0.00% | Add +106.1% | 14,981 | $609K |
| Oddo BHF Asset Management Sas | 0.02% | Reduce -2.5% | 14,880 | $605K |
| Cooper Financial Group | 0.07% | Add +21.2% | 14,718 | $598K |
| Perpetual Ltd | 0.01% | Reduce -0.6% | 14,648 | $596K |
| DoubleLine ETF Adviser LP | 0.17% | Add +6.3% | 14,225 | $578K |
| Winmill & Co. Inc. | 0.14% | No change | 14,000 | $569K |
| Point72 (DIFC) Ltd | 0.04% | New | 13,968 | $568K |
| Clearstead Advisors, LLC | 0.01% | Reduce -3.0% | 13,876 | $564K |
| Cornercap Investment Counsel Inc. | 0.28% | Reduce -1.6% | 13,812 | $562K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.7% | 13,555 | $551K |
| Mirador Capital Partners LP | 0.08% | Reduce -4.9% | 13,252 | $539K |
| MQS Management LLC | 0.31% | New | 13,165 | $535K |
| Arkadios Wealth Advisors | 0.01% | Add +18.3% | 13,125 | $534K |
| Focus Partners Wealth | 0.00% | New | 2,089 | $531K |
| Syon Capital LLC | 0.03% | Add +55.6% | 12,884 | $524K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.1% | 12,716 | $513K |
| Inscription Capital, LLC | 0.05% | Add +83.1% | 12,425 | $505K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -2.1% | 12,202 | $496K |
| Centersquare Investment Management LLC | 0.00% | Reduce -99.5% | 12,035 | $489K |
| Lecap Asset Management Ltd. | 0.17% | Add +30.9% | 11,882 | $483K |
| Penserra Capital Management LLC | 0.01% | No change | 11,715 | $476K |
| Engineers Gate Manager LP | 0.01% | Reduce -96.8% | 11,617 | $472K |
| Chicago Partners Investment Group LLC | 0.01% | Add +109.6% | 11,282 | $466K |
| Wesbanco Bank Inc. | 0.01% | No change | 11,408 | $464K |
| Merit Financial Group, LLC | 0.00% | Add +3.6% | 10,957 | $445K |
| US Bancorp \de | 0.00% | Reduce -1.4% | 10,873 | $442K |
| Norinchukin Bank, The | 0.01% | Reduce -0.8% | 10,777 | $438K |
| Swiss Life Asset Management Ltd | 0.00% | Add +79.7% | 10,589 | $431K |
| Maryland State Retirement & Pension System | 0.01% | No change | 10,457 | $425K |
| DRW Securities, LLC | 0.02% | New | 10,484 | $419K |
| Sit Investment Associates Inc. | 0.01% | No change | 9,950 | $405K |
| IFG Advisory, LLC | 0.02% | Add +3.9% | 9,822 | $399K |
| Allstate Corp. | 0.01% | No change | 9,769 | $397K |
| ProShare Advisors LLC | 0.00% | Reduce -4.0% | 9,699 | $394K |
| Wealth Quarterback LLC | 0.14% | New | 9,168 | $373K |
| Bayesian Capital Management, LP | 0.07% | New | 8,900 | $362K |
| Panagora Asset Management Inc. | 0.00% | Reduce -77.7% | 8,820 | $359K |
| American Assets Capital Advisers, LLC | 0.37% | No change | 8,535 | $347K |
| Evergreen Capital Management LLC | 0.01% | Add +78.0% | 8,479 | $345K |
| TD Private Client Wealth LLC | 0.01% | Add +4.5% | 8,337 | $339K |
| Cerity Partners LLC | 0.00% | Add +3.7% | 8,250 | $335K |
| SummitTX Capital, L.P. | 0.01% | New | 8,234 | $335K |
| Knollwood Investment Advisory, LLC | 0.03% | No change | 8,209 | $334K |
| Shelton Capital Management | 0.01% | No change | 8,022 | $326K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +66.4% | 7,858 | $320K |
| 111 Capital | 0.06% | New | 7,824 | $318K |
| Mutual Advisors, LLC | 0.01% | Add +14.9% | 7,507 | $315K |
| Two Sigma Securities, LLC | 0.05% | New | 7,665 | $312K |
| Jump Financial, LLC | 0.00% | Reduce -39.8% | 7,615 | $310K |
| Kera Capital Partners, Inc. | 0.04% | Add +31.7% | 7,342 | $299K |
| XML Financial, LLC | 0.02% | Add +1.2% | 7,195 | $293K |
| CIBC Asset Management Inc | 0.00% | No change | 7,133 | $290K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.2% | 7,021 | $285K |
| Picton Mahoney Asset Management | 0.00% | New | 7,020 | $285K |
| Greenland Capital Management LP | 0.05% | Reduce -91.5% | 7,000 | $285K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 6,948 | $283K |
| Farringdon Capital, Ltd. | 0.07% | Reduce -38.4% | 6,934 | $282K |
| Vident Advisory, LLC | 0.00% | Reduce -4.0% | 6,786 | $276K |
| KBC Group NV | 0.00% | Add +12.7% | 6,747 | $274K |
| EntryPoint Capital, LLC | 0.10% | New | 6,068 | $247K |
| Frank, Rimerman Advisors LLC | 0.02% | Reduce -3.1% | 6,007 | $244K |
| Worth Venture Partners, LLC | 1.17% | Add +7.1% | 6,000 | $244K |
| Shell Asset Management Co. | 0.02% | Reduce -55.9% | 5,922 | $241K |
| Scientech Research LLC | 0.08% | New | 5,914 | $240K |
| Belpointe Asset Management LLC | 0.01% | Reduce -8.4% | 5,862 | $238K |
| Papamarkou Wellner Asset Management inc. | 0.15% | No change | 5,800 | $236K |
| Private Capital Management, LLC | 0.02% | New | 5,800 | $236K |
| Impact Partnership Wealth, LLC | 0.03% | Reduce -6.8% | 5,770 | $235K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 5,707 | $232K |
| Atria Investments, Inc | 0.00% | Add +8.1% | 5,701 | $232K |
| Centiva Capital, LP | 0.02% | New | 5,691 | $231K |
| Ballentine Partners, LLC | 0.00% | Add +2.0% | 5,684 | $231K |
| Cwm, LLC | 0.00% | Add +18.9% | 5,612 | $228K |
| Kaizen Financial Strategies | 0.10% | Add +26.1% | 6,134 | $227K |
| Compound Planning, Inc. | 0.01% | Reduce -0.1% | 5,541 | $225K |
| Certuity, LLC | 0.02% | New | 5,421 | $220K |
| Twinbeech Capital LP | 0.01% | New | 5,414 | $220K |
| Abel Hall, LLC | 0.09% | New | 5,390 | $219K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -3.1% | 5,299 | $215K |
| Profund Advisors LLC | 0.01% | Add +5.1% | 5,216 | $212K |
| Blair William & Co. | 0.00% | New | 5,203 | $212K |
| Machina Capital S.A.S. | 0.04% | New | 5,158 | $210K |
| Inspire Advisors, LLC | 0.02% | Reduce -16.1% | 5,063 | $206K |
| Monument Capital Management | 0.05% | New | 5,040 | $205K |
| Pacific Sun Financial Corp | 0.10% | Add +6.6% | 5,022 | $204K |
| Nomura Holdings Inc. | 0.00% | New | 4,995 | $203K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +5.3% | 4,993 | $203K |
| Renaissance Group LLC | 0.01% | Add +1.6% | 4,992 | $203K |
| GW Henssler & Associates Ltd. | 0.01% | New | 4,980 | $202K |
| Greenleaf Trust | 0.00% | New | 4,955 | $201K |
| Virtus Investment Advisers, LLC | 0.05% | Add +6.4% | 4,309 | $175K |
| Abich Financial Wealth Management LLC | 0.06% | — | 4,220 | $172K |
| Hantz Financial Services, Inc. | 0.00% | Add +144.7% | 4,040 | $164K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -36.7% | 3,930 | $160K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -5.6% | 3,813 | $155K |
| Bessemer Group Inc. | 0.00% | Reduce -3.7% | 3,763 | $153K |
| FIL Ltd | 0.00% | Add +11.0% | 3,621 | $147K |
| GAMMA Investing LLC | 0.01% | Add +22.4% | 2,719 | $111K |
| Colonial Trust Co / SC | 0.01% | No change | 2,656 | $108K |
| Employees Retirement System of Texas | 0.00% | Reduce -98.3% | 2,301 | $94K |
| CIBC Private Wealth Group LLC | 0.00% | Add +105.9% | 2,296 | $93K |
| CI Investments Inc. | 0.00% | Reduce -34.7% | 2,288 | $93K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.7% | 2,266 | $92K |
| Farther Finance Advisors, LLC | 0.00% | Add +10.1% | 2,108 | $86K |
| Fifth Third Bancorp | 0.00% | Add +7.5% | 1,984 | $81K |
| Signaturefd, LLC | 0.00% | Add +16.9% | 1,963 | $80K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,909 | $78K |
| UMB Bank, n.a. | 0.00% | Reduce -20.7% | 1,905 | $77K |
| Jones Financial Companies LLLP | 0.00% | Add +49.1% | 1,801 | $73K |
| Advisory Services Network, LLC | 0.00% | New | 1,781 | $72K |
| Syntax Research, Inc. | 0.05% | New | 1,750 | $71K |
| Group One Trading LLC | 0.00% | New | 1,750 | $71K |
| Covestor Ltd | 0.03% | Add +7.7% | 1,551 | $63K |
| Anchor Investment Management, LLC | 0.00% | No change | 1,462 | $59K |
| Larson Financial Group LLC | 0.00% | Reduce -0.1% | 1,408 | $57K |
| Parallel Advisors, LLC | 0.00% | Add +11.8% | 1,261 | $51K |
| Avalon Trust Co | 0.00% | New | 1,250 | $51K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 1,207 | $49K |
| Versant Capital Management, Inc | 0.01% | Reduce -81.8% | 1,174 | $48K |
| Allworth Financial LP | 0.00% | Add +6.5% | 1,061 | $43K |
| SJS Investment Consulting Inc. | 0.01% | New | 1,039 | $42K |
| Huntington National Bank | 0.00% | Add +43.3% | 977 | $40K |
| Wealthspire Advisors, LLC | 0.00% | New | 836 | $34K |
| True Wealth Design, LLC | 0.01% | Add +16.0% | 805 | $33K |
| Private Trust Co. NA | 0.00% | Add +209.7% | 706 | $29K |
| Assetmark, Inc. | 0.00% | Add +33.9% | 695 | $28K |
| Wiser Advisor Group LLC | 0.03% | New | 684 | $28K |
| Montag A & Associates Inc. | 0.00% | No change | 663 | $27K |
| IFP Advisors, Inc | 0.00% | Reduce -57.7% | 648 | $26K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.0% | 622 | $25K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.4% | 600 | $24K |
| Quarry LP | 0.01% | Add +104.7% | 571 | $23K |
| Fulcrum Asset Management LLP | 0.01% | No change | 548 | $22K |
| CX Institutional | 0.00% | Reduce -99.5% | 512 | $21K |
| Mather Group, Llc. | 0.00% | New | 476 | $19K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -39.2% | 467 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -0.4% | 451 | $18K |
| Quent Capital, LLC | 0.00% | New | 447 | $18K |
| Bank of New Hampshire | 0.00% | No change | 415 | $17K |
| NewEdge Advisors, LLC | 0.00% | Add +1.2% | 411 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -30.2% | 409 | $17K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 400 | $16K |
| Rise Advisors, LLC | 0.01% | Reduce -2.1% | 381 | $16K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +102.7% | 371 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -63.5% | 360 | $15K |
| West Branch Capital LLC | 0.00% | New | 333 | $14K |
| Peregrine Capital Management LLC | 0.00% | New | 310 | $13K |
| Spire Wealth Management | 0.00% | Add +1.3% | 308 | $13K |
| North Star Investment Management Corp. | 0.00% | No change | 300 | $12K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -66.4% | 300 | $12K |
| Dogwood Wealth Management LLC | 0.01% | Add +77.6% | 293 | $12K |
| Atlantic Union Bankshares Corp | 0.00% | New | 266 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Add +35.4% | 260 | $11K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -1.6% | 251 | $10K |
| Whittier Trust Co. | 0.00% | Reduce -59.2% | 236 | $10K |
| CENTRAL TRUST Co | 0.00% | No change | 220 | $9K |
| Investors Research Corp | 0.00% | No change | 213 | $9K |
| MAI Capital Management | 0.00% | Reduce -25.8% | 204 | $8K |
| Gould Capital, LLC | 0.01% | No change | 200 | $8K |
| Heritage Wealth Advisors | 0.00% | No change | 200 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +8.2% | 197 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Add +8.5% | 191 | $8K |
| Creative Financial Designs Inc. | 0.00% | Add +1.1% | 188 | $8K |
| Roxbury Financial LLC | 0.01% | Add +1.1% | 185 | $8K |
| Addison Advisors LLC | 0.00% | Reduce -27.6% | 165 | $7K |
| Red Tortoise LLC | 0.00% | No change | 153 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -12.4% | 148 | $6K |
| Meeder Asset Management Inc. | 0.00% | Reduce -45.3% | 134 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 106 | $4K |
| MTM Investment Management, LLC | 0.00% | No change | 104 | $4K |
| Chung Wu Investment Group, LLC | 0.00% | No change | 100 | $4K |
| Bare Financial Services, Inc | 0.00% | Reduce -9.9% | 100 | $4K |
| Rothschild Investment LLC | 0.00% | Add +350.0% | 90 | $4K |
| Archer Investment Corp | 0.00% | No change | 80 | $3K |
| Sachetta, LLC | 0.00% | Add +254.6% | 78 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +4.1% | 76 | $3K |
| First Horizon Corp. | 0.00% | — | 71 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 67 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 65 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 64 | $3K |
| HighMark Wealth Management LLC | 0.00% | No change | 64 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 57 | $2K |
| SouthState Bank Corp | 0.00% | Reduce -86.9% | 49 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | New | 46 | $2K |
| Copeland Capital Management, LLC | 0.00% | Reduce -75.2% | 36 | $1K |
| Nemes Rush Group LLC | 0.00% | No change | 36 | $1K |
| Lanark Financial, Inc. | 0.00% | Reduce -12.5% | 35 | $1K |
| Avion Wealth | 0.00% | Add +4.0% | 26 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 20 | $1K |
| Blue Trust, Inc. | 0.00% | New | 23 | $935 |
| Hughes Financial Services, LLC | 0.00% | Add +92.3% | 25 | $916 |
| Principia Wealth Advisory, LLC | 0.00% | Add +266.7% | 22 | $895 |
| Financial Management Professionals, Inc. | 0.00% | No change | 22 | $895 |
| Guerra Advisors Inc | 0.00% | New | 20 | $813 |
| LRI Investments, LLC | 0.00% | No change | 20 | $813 |
| Cromwell Holdings LLC | 0.00% | No change | 18 | $732 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 16 | $651 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -6.7% | 14 | $569 |
| American Capital Advisory, LLC | 0.00% | Add +30.0% | 13 | $529 |
| CVA Family Office, LLC | 0.00% | Add +8.3% | 13 | $529 |
| Financial Consulate, Inc. | 0.00% | New | 12 | $488 |
| Sound Income Strategies, LLC | 0.00% | Reduce -80.4% | 10 | $398 |
| Operose Advisors LLC | 0.00% | New | 8 | $325 |
| Essential Partners LLC | 0.00% | New | 7 | $285 |
| Quaker Wealth Management, LLC | 0.00% | No change | 6 | $244 |
| DecisionPoint Financial, LLC | 0.00% | No change | 4 | $162 |
| MV Capital Management, Inc. | 0.00% | No change | 2 | $82 |
| Cloud Capital Management, LLC | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is CUBE's weight in each manager's 13F, not the share of Cubesmart the manager owns.