CubesmartCUBE
13F holders, Q4 2025 (December 31)465holders −12
54new positions
71sold out
8famous investors
$36.00avg. 13F price*
At the end of Q4 2025, 465 institutions reported holding Cubesmart (CUBE) in their 13F filings, down 12 from Q3 2025. 54 opened new positions and 71 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Group Inc. ($1.1B) and State Street Corp. ($408.2M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Cubesmart
- CUSIP
- 229663109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $184.8M |
| Exits | 71 | $34.5M |
All 13F filers, Q3 2025 → Q4 2025: 22,864,203 shares bought and 26,795,526 shares sold, net −3,931,323 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 465 holders
| BlackRock, Inc. | 0.02% | Reduce -7.9% | 33,619,064 | $1.2B |
| Vanguard Group Inc. | 0.02% | Reduce -0.0% | 31,274,823 | $1.1B |
| State Street Corp. | 0.01% | Reduce -1.9% | 11,322,951 | $408.2M |
| Norges Bank | 0.04% | — | 10,983,859 | $396.0M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -5.0% | 8,543,133 | $308.0M |
| FMR LLC | 0.01% | Reduce -18.1% | 8,045,627 | $290.0M |
| Citadel Advisors | 0.13% | Add +328.4% | 5,209,257 | $187.8M |
| Geode Capital Management, LLC | 0.01% | Add +1.1% | 4,714,128 | $170.0M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Reduce -31.8% | 4,344,786 | $156.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -29.8% | 3,750,773 | $135.2M |
| Alyeska Investment Group, L.P. | 0.37% | Reduce -14.3% | 3,671,737 | $132.4M |
| CBRE Investment Management Listed Real Assets LLC | 1.84% | Add +3.1% | 3,469,724 | $125.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.3% | 3,412,567 | $123.0M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.7% | 3,306,653 | $119.2M |
| Invesco Ltd. | 0.01% | Add +8.2% | 3,297,286 | $118.9M |
| Northern Trust Corp. | 0.01% | Reduce -2.6% | 3,273,628 | $118.0M |
| Millennium Management | 0.07% | Add +201.5% | 2,739,600 | $98.8M |
| Duff & Phelps Investment Management Co. | 1.11% | Add +16.2% | 2,719,631 | $98.0M |
| Prudential Financial Inc. | 0.12% | Add +50.7% | 2,673,172 | $97.1M |
| Alliancebernstein L.P. | 0.02% | Add +42.2% | 2,161,090 | $77.9M |
| Morgan Stanley | 0.00% | Reduce -4.2% | 2,072,198 | $74.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.2% | 1,961,674 | $70.7M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.36% | Add +7.1% | 1,943,109 | $70.0M |
| HSBC Holdings PLC | 0.04% | Add +73.6% | 1,726,419 | $62.3M |
| Canada Pension Plan Investment Board | 0.04% | Add +168.8% | 1,583,400 | $57.1M |
| Legal & General Group Plc | 0.01% | Add +16.3% | 1,381,625 | $49.8M |
| Janus Henderson Group PLC | 0.02% | Reduce -3.0% | 1,351,164 | $48.7M |
| Deutsche Bank AG | 0.02% | Reduce -45.5% | 1,294,941 | $46.7M |
| Nuveen, LLC | 0.01% | Add +10.1% | 1,203,302 | $43.4M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -23.3% | 1,187,449 | $42.8M |
| Point72 Asset Management | 0.07% | New | 1,183,894 | $42.7M |
| Bank of America Corp. | 0.00% | Reduce -15.1% | 1,177,798 | $42.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +6.2% | 1,168,457 | $42.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +57.5% | 1,099,134 | $39.6M |
| Lasalle Investment Management Securities LLC | 1.56% | Add +3.0% | 1,080,351 | $38.9M |
| Boston Trust Walden Corp | 0.27% | Reduce -13.8% | 1,003,184 | $36.2M |
| UBS Group AG | 0.01% | Reduce -7.2% | 979,387 | $35.3M |
| PGGM Investments | 0.54% | No change | 943,848 | $34.0M |
| Heitman Real Estate Securities LLC | 2.13% | Add +34.1% | 840,570 | $30.3M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -14.3% | 803,054 | $29.0M |
| Voloridge Investment Management, LLC | 0.10% | Add +96.8% | 797,939 | $28.8M |
| SG Americas Securities, LLC | 0.04% | Add +3255.9% | 739,382 | $26.7M |
| Tudor Investment Corporation | 0.15% | Add +259.3% | 722,037 | $26.0M |
| Woodline Partners LP | 0.09% | Reduce -47.3% | 671,081 | $24.2M |
| Rhumbline Advisers | 0.02% | Reduce -1.3% | 667,895 | $24.1M |
| Retirement Systems of Alabama | 0.07% | Reduce -0.3% | 637,079 | $23.0M |
| AQR Capital Management | 0.01% | Add +55.6% | 600,021 | $21.6M |
| Public Employees Retirement Association of Colorado | 0.08% | No change | 592,491 | $21.4M |
| Schroder Investment Management Group | 0.02% | Add +0.4% | 581,525 | $21.1M |
| American Century Companies Inc. | 0.01% | Reduce -22.3% | 562,712 | $20.3M |
| Jane Street Group, LLC | 0.02% | Add +212.4% | 554,232 | $20.0M |
| Barclays PLC | 0.01% | Reduce -6.2% | 548,255 | $19.8M |
| Vision Capital Corp | 10.87% | New | 546,656 | $19.7M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +6.0% | 530,000 | $19.1M |
| Crawford Investment Counsel Inc. | 0.31% | Add +1.1% | 517,658 | $18.7M |
| Natixis | 0.07% | New | 505,144 | $18.2M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -1.9% | 503,925 | $18.2M |
| LMR Partners LLP | 0.23% | Add +55.8% | 502,061 | $18.1M |
| Hazelview Securities Inc. | 3.44% | Reduce -12.0% | 504,160 | $17.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.1% | 490,502 | $17.7M |
| HRT Financial LP | 0.05% | Add +213.7% | 480,547 | $17.3M |
| Algert Global LLC | 0.27% | Reduce -4.1% | 476,676 | $17.2M |
| Lazard Asset Management LLC | 0.03% | Reduce -20.9% | 468,465 | $16.9M |
| STRS Ohio | 0.06% | Reduce -21.4% | 451,522 | $16.3M |
| Pacific Heights Asset Management LLC | 0.61% | Add +50.0% | 450,000 | $16.2M |
| Swiss National Bank | 0.01% | Add +1.7% | 449,600 | $16.2M |
| Toronto Dominion Bank | 0.03% | New | 441,503 | $15.9M |
| Davidson Investment Advisors | 0.64% | Reduce -7.4% | 426,074 | $15.4M |
| Citigroup Inc. | 0.01% | Add +122.1% | 418,458 | $15.1M |
| California Public Employees Retirement System | 0.01% | Reduce -0.3% | 415,664 | $15.0M |
| 1832 Asset Management L.P. | 0.02% | Add +137.5% | 410,466 | $14.8M |
| Nordea Investment Management AB | 0.01% | Reduce -12.3% | 390,741 | $14.1M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -3.2% | 387,575 | $14.0M |
| Quantinno Capital Management LP | 0.03% | Reduce -39.9% | 375,938 | $13.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.0% | 448,685 | $13.5M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -2.6% | 361,468 | $13.0M |
| Qube Research & Technologies Ltd | 0.02% | New | 351,580 | $12.7M |
| Long Pond Capital, LP | 1.47% | New | 346,928 | $12.5M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +2.7% | 345,011 | $12.4M |
| Lightrock Netherlands B.V. | 2.57% | Add +227.5% | 630,873 | $12.4M |
| Balyasny Asset Management L.P. | 0.02% | New | 321,962 | $11.6M |
| D. E. Shaw & Co. | 0.01% | New | 316,203 | $11.4M |
| Two Sigma Investments, LP | 0.02% | Add +889.4% | 313,875 | $11.3M |
| Nicola Wealth Management LTD. | 1.01% | No change | 309,000 | $11.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -18.5% | 302,687 | $10.9M |
| Verition Fund Management LLC | 0.06% | Add +93.4% | 297,055 | $10.7M |
| Glenmede Trust Co. NA | 0.05% | — | 267,720 | $9.7M |
| Sei Investments Co. | 0.01% | Reduce -56.1% | 260,530 | $9.4M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +8.6% | 252,500 | $9.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -69.2% | 249,602 | $9.0M |
| Daiwa Securities Group Inc. | 0.03% | Add +78.9% | 248,608 | $9.0M |
| B&I Capital AG | 3.13% | Reduce -11.7% | 243,840 | $8.8M |
| Greenland Capital Management LP | 1.37% | Add +3363.1% | 242,417 | $8.7M |
| State of Wisconsin Investment Board | 0.02% | Reduce -1.1% | 233,270 | $8.4M |
| Franklin Resources Inc. | 0.00% | Reduce -5.7% | 233,233 | $8.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -34.6% | 231,576 | $8.3M |
| Macquarie Group Ltd. | 0.04% | Reduce -0.2% | 227,181 | $8.2M |
| Taproot Management LP | 1.31% | — | 224,571 | $8.1M |
| Carlyle Group Inc. | 0.06% | No change | 220,500 | $7.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +3.9% | 218,090 | $7.9M |
| Edgestream Partners, L.P. | 0.22% | Add +49.5% | 217,526 | $7.8M |
| California State Teachers Retirement System | 0.01% | Add +3.9% | 216,502 | $7.8M |
| Lighthouse Investment Partners, LLC | 0.26% | Add +25.7% | 215,000 | $7.8M |
| MetLife Investment Management, LLC | 0.04% | Reduce -2.5% | 213,404 | $7.7M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.03% | Reduce -35.4% | 208,924 | $7.5M |
| BNP Paribas Financial Markets | 0.00% | Add +109.6% | 207,632 | $7.5M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 160,181 | $7.2M |
| Gateway Investment Advisers LLC | 0.07% | Reduce -1.9% | 197,682 | $7.1M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 189,358 | $6.8M |
| Squarepoint Ops LLC | 0.01% | Reduce -5.7% | 187,629 | $6.8M |
| Allianz Asset Management GmbH | 0.01% | Add +395.2% | 184,499 | $6.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +1.1% | 180,108 | $6.5M |
| Sophron Capital Management L.P. | 2.07% | Add +3.9% | 178,792 | $6.4M |
| Hudson Bay Capital Management LP | 0.04% | Reduce -80.9% | 176,500 | $6.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +4.2% | 179,252 | $6.3M |
| ExodusPoint Capital Management, LP | 0.07% | Add +178.0% | 175,192 | $6.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -30.1% | 169,127 | $6.1M |
| New York State Teachers Retirement System | 0.01% | Add +12.1% | 169,105 | $6.1M |
| SummitTX Capital, L.P. | 0.18% | Add +1933.3% | 167,424 | $6.0M |
| Two Sigma Advisers, LP | 0.01% | Add +355.2% | 158,405 | $5.7M |
| New Age Alpha Advisors, LLC | 0.24% | Add +11.2% | 153,550 | $5.5M |
| Presima Securities ULC | 3.19% | Reduce -61.0% | 153,539 | $5.5M |
| Cibc World Markets Corp. | 0.03% | — | 152,198 | $5.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +2060.8% | 151,711 | $5.5M |
| Magnetar Financial LLC | 0.06% | Add +55.1% | 149,751 | $5.4M |
| Corient Private Wealth LP | 0.01% | Reduce -4.4% | 147,709 | $5.4M |
| Pacer Advisors, Inc. | 0.01% | Reduce -12.9% | 138,343 | $5.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.03% | Reduce -11.9% | 137,500 | $5.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -28.0% | 136,558 | $4.9M |
| Holocene Advisors, LP | 0.01% | Add +17.1% | 135,175 | $4.9M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -0.7% | 134,452 | $4.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -1.1% | 131,322 | $4.7M |
| Ontario Teachers Pension Plan Board | 0.11% | New | 128,189 | $4.6M |
| Dark Forest Capital Management LP | 0.21% | New | 128,080 | $4.6M |
| Capital Fund Management S.A. | 0.04% | Add +231.2% | 125,544 | $4.5M |
| Bridgewater Associates | 0.02% | Add +144.1% | 124,929 | $4.5M |
| Amundi | 0.00% | Add +5.0% | 122,938 | $4.4M |
| State of New Jersey Common Pension Fund D | 0.02% | Add +1.7% | 122,663 | $4.4M |
| Van Eck Associates Corp. | 0.00% | Add +5.3% | 119,144 | $4.3M |
| New York State Common Retirement Fund | 0.01% | No change | 114,903 | $4.1M |
| First Trust Advisors LP | 0.00% | Add +4.6% | 114,481 | $4.1M |
| Cadence Bank | 0.24% | New | 112,150 | $4.0M |
| AlphaQuest LLC | 0.22% | Add +168.5% | 111,496 | $4.0M |
| Nomura Asset Management International Inc. | 0.01% | — | 107,921 | $3.9M |
| Man Group plc | 0.01% | New | 107,896 | $3.9M |
| Aberdeen Group plc | 0.01% | Add +16.9% | 107,704 | $3.9M |
| LPL Financial LLC | 0.00% | Reduce -1.9% | 107,405 | $3.9M |
| Vestcor Inc | 0.11% | Add +90.9% | 104,288 | $3.8M |
| Investment Management Corp of Ontario | 0.05% | No change | 102,972 | $3.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +95.6% | 102,468 | $3.6M |
| Amalgamated Bank | 0.03% | Reduce -3.7% | 100,754 | $3.6M |
| XTX Topco Ltd | 0.09% | Add +524.3% | 99,219 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.4% | 96,966 | $3.5M |
| Creative Planning | 0.00% | Add +64.7% | 97,350 | $3.5M |
| Resona Asset Management Co.,Ltd. | 0.02% | Reduce -5.3% | 95,755 | $3.4M |
| Wells Fargo & Company | 0.00% | Reduce -57.3% | 94,932 | $3.4M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -9.9% | 94,902 | $3.4M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -5.2% | 94,860 | $3.4M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.8% | 94,837 | $3.4M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.1% | 87,642 | $3.3M |
| Davis Selected Advisers | 0.01% | New | 90,930 | $3.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.09% | Reduce -10.9% | 86,234 | $3.1M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 84,254 | $3.0M |
| Yousif Capital Management, LLC | 0.03% | Reduce -1.7% | 77,951 | $3.0M |
| Guggenheim Capital LLC | 0.02% | Add +6.6% | 83,835 | $3.0M |
| Knights of Columbus Asset Advisors LLC | 0.17% | Reduce -11.9% | 82,649 | $3.0M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +15.7% | 73,325 | $2.6M |
| Engineers Gate Manager LP | 0.03% | Add +522.2% | 72,277 | $2.6M |
| WCM Investment Management, LLC | 0.01% | No change | 70,771 | $2.6M |
| Trillium Asset Management, LLC | 0.08% | Reduce -22.7% | 68,101 | $2.6M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | No change | 70,771 | $2.6M |
| Entropy Technologies, LP | 0.14% | Add +20.4% | 69,192 | $2.5M |
| Zimmer Partners, LP | 0.06% | Add +77.9% | 67,500 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -5.5% | 67,066 | $2.4M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 66,860 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -53.2% | 65,204 | $2.4M |
| Arizona State Retirement System | 0.01% | Reduce -5.9% | 63,470 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.6% | 63,100 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +15.9% | 62,918 | $2.3M |
| Handelsbanken Fonder AB | 0.01% | Add +1.3% | 62,034 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +229.3% | 61,423 | $2.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +1.9% | 61,088 | $2.2M |
| Gotham Asset Management | 0.01% | Reduce -41.5% | 59,430 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +13.9% | 57,436 | $2.1M |
| Measured Risk Portfolios, Inc. | 2.37% | Reduce -0.9% | 56,966 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.7% | 56,890 | $2.1M |
| Oak Thistle LLC | 0.28% | New | 56,512 | $2.0M |
| GRS Advisors, LLC | 0.18% | No change | 56,153 | $2.0M |
| TD Asset Management Inc | 0.00% | Reduce -78.5% | 55,616 | $2.0M |
| Van Lanschot Kempen Investment Management N.V. | 0.02% | Reduce -25.4% | 54,876 | $2.0M |
| Jain Global LLC | 0.02% | New | 54,298 | $2.0M |
| Metis Global Partners, LLC | 0.05% | Add +5.0% | 53,937 | $1.9M |
| State of Michigan Retirement System | 0.01% | Reduce -0.7% | 53,900 | $1.9M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -5.4% | 52,297 | $1.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.4% | 51,020 | $1.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 50,257 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -14.2% | 49,621 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | Add +3.0% | 48,800 | $1.8M |
| Pensionfund PDN | 1.16% | No change | 48,800 | $1.8M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -27.8% | 46,700 | $1.7M |
| Sterling Capital Management LLC | 0.03% | Reduce -94.7% | 46,376 | $1.7M |
| Bank of Montreal | 0.00% | Reduce -22.1% | 45,963 | $1.7M |
| New Mexico Educational Retirement Board | 0.05% | No change | 45,900 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.1% | 45,392 | $1.6M |
| AMG National Trust Bank | 0.04% | Add +10.7% | 44,810 | $1.6M |
| Voya Investment Management LLC | 0.00% | Reduce -3.4% | 43,491 | $1.6M |
| Keybank National Association | 0.01% | Reduce -34.0% | 43,235 | $1.6M |
| Jefferies Financial Group Inc. | 0.01% | New | 42,634 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -2.2% | 41,792 | $1.5M |
| Naples Global Advisors, LLC | 0.11% | Add +14.7% | 41,733 | $1.5M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -62.5% | 39,678 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Add +16.2% | 39,533 | $1.4M |
| Teacher Retirement System of Texas | 0.00% | Reduce -42.3% | 39,420 | $1.4M |
| Landscape Capital Management, L.L.C. | 0.09% | Add +3.0% | 38,671 | $1.4M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -27.7% | 38,527 | $1.4M |
| Bridges Investment Management Inc. | 0.02% | Add +3.3% | 37,987 | $1.4M |
| Bridgefront Capital, LLC | 0.34% | Add +54.9% | 37,432 | $1.3M |
| Utah Retirement Systems | 0.01% | No change | 37,008 | $1.3M |
| IFM Investors Pty Ltd | 0.01% | Add +0.1% | 36,889 | $1.3M |
| Lecap Asset Management Ltd. | 0.50% | Add +190.3% | 34,497 | $1.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +3.9% | 34,487 | $1.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.16% | Add +49.3% | 32,865 | $1.2M |
| Moran Wealth Management, LLC | 0.04% | Add +5.2% | 32,807 | $1.2M |
| Principal Securities, Inc. | 0.02% | Reduce -13.3% | 31,630 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -91.5% | 31,588 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -0.5% | 31,062 | $1.1M |
| NEOS Investment Management LLC | 0.01% | Add +43.2% | 31,373 | $1.1M |
| K2 Principal Fund, L.P. | 0.41% | New | 30,100 | $1.1M |
| Red Door Wealth Management, LLC | 0.11% | No change | 30,000 | $1.1M |
| Old National Bancorp | 0.02% | Reduce -75.4% | 29,617 | $1.1M |
| Nordwand Advisors, LLC | 0.19% | No change | 29,600 | $1.1M |
| Brevan Howard Capital Management LP | 0.02% | New | 29,449 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -4.7% | 29,099 | $1.0M |
| Jacobs Levy Equity Management, Inc. | 0.00% | No change | 28,899 | $1.0M |
| M&T Bank Corp | 0.00% | New | 28,756 | $1.0M |
| Drucker Wealth 3.0, LLC | 0.18% | Add +10.9% | 28,416 | $1.0M |
| Empire Life Investments Inc. | 0.06% | Add +0.3% | 28,038 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +0.4% | 27,605 | $995K |
| Wolverine Asset Management LLC | 0.06% | New | 27,310 | $985K |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +64.3% | 27,039 | $975K |
| Captrust Financial Advisors | 0.00% | Add +49.2% | 26,766 | $965K |
| Gsa Capital Partners LLP | 0.08% | New | 26,326 | $949K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -85.9% | 26,062 | $940K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -71.9% | 25,530 | $920K |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.0% | 25,473 | $918K |
| Pensionfund Sabic | 0.23% | No change | 23,700 | $854K |
| Azzad Asset Management Inc. | 0.08% | Add +3.8% | 23,041 | $831K |
| CoreCap Advisors, LLC | 0.03% | Reduce -17.6% | 22,925 | $826K |
| Federated Hermes, Inc. | 0.00% | Add +12.1% | 22,838 | $823K |
| Epoch Investment Partners, Inc. | 0.00% | Reduce -94.5% | 22,364 | $806K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +2.9% | 21,869 | $788K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -99.6% | 22,209 | $786K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -31.9% | 21,432 | $773K |
| Xponance LLC | 0.01% | Reduce -16.7% | 21,096 | $761K |
| Gallacher Capital Management LLC | 0.28% | Reduce -18.7% | 20,144 | $726K |
| AIA Group Ltd | 0.01% | New | 20,128 | $726K |
| New York Life Investment Management LLC | 0.01% | Reduce -13.2% | 20,006 | $721K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -26.5% | 19,975 | $720K |
| Marshall Wace, LLP | 0.00% | New | 18,889 | $681K |
| Worldquant Millennium Advisors LLC | 0.00% | Add +6.2% | 18,660 | $673K |
| Aew Capital Management L P | 0.05% | Reduce -86.9% | 18,580 | $670K |
| Spirit of America Management Corp. | 0.14% | No change | 18,450 | $665K |
| Fairtree Asset Management (Pty) Ltd | 0.30% | No change | 17,924 | $646K |
| World Investment Advisors | 0.01% | Reduce -16.6% | 17,721 | $639K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -14.9% | 17,511 | $631K |
| Cetera Investment Advisers | 0.00% | Reduce -5.4% | 17,375 | $626K |
| VARCOV Co. | 0.24% | — | 17,171 | $619K |
| Fieldview Capital Management, LLC | 0.10% | Reduce -85.0% | 17,001 | $613K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.7% | 16,618 | $599K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.9% | 16,510 | $595K |
| Merit Financial Group, LLC | 0.00% | Add +47.8% | 16,197 | $584K |
| Sanctuary Advisors, LLC | 0.00% | Add +7.7% | 16,138 | $582K |
| Caxton Associates LLP | 0.01% | New | 16,104 | $581K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -5.7% | 16,053 | $579K |
| 111 Capital | 0.12% | Add +99.7% | 15,624 | $563K |
| Perpetual Ltd | 0.01% | Add +5.9% | 15,507 | $559K |
| Vanderbilt University | 0.09% | New | 15,399 | $555K |
| Cooper Financial Group | 0.06% | Add +1.5% | 14,937 | $538K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -73.0% | 14,818 | $534K |
| DoubleLine ETF Adviser LP | 0.16% | Add +3.9% | 14,776 | $533K |
| Penserra Capital Management LLC | 0.01% | Add +22.6% | 14,365 | $517K |
| Winmill & Co. Inc. | 0.13% | No change | 14,000 | $505K |
| Cornercap Investment Counsel Inc. | 0.24% | Reduce -1.3% | 13,628 | $491K |
| Caprock Group, LLC | 0.01% | Reduce -68.8% | 13,466 | $485K |
| Boothbay Fund Management, LLC | 0.01% | New | 13,427 | $484K |
| Allstate Corp. | 0.01% | Add +36.7% | 13,358 | $482K |
| Mirador Capital Partners LP | 0.07% | Add +0.1% | 13,264 | $478K |
| Natixis Advisors, LLC | 0.00% | Reduce -77.2% | 13,197 | $476K |
| MQS Management LLC | 0.28% | Reduce -1.4% | 12,975 | $468K |
| Arkadios Wealth Advisors | 0.01% | Reduce -1.3% | 12,960 | $467K |
| Wealth Quarterback LLC | 0.16% | Add +31.6% | 12,070 | $435K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -4.6% | 11,642 | $420K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -67.9% | 11,492 | $414K |
| Mutual Advisors, LLC | 0.01% | Add +52.1% | 11,415 | $412K |
| Wesbanco Bank Inc. | 0.01% | No change | 11,408 | $411K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -36.8% | 11,389 | $411K |
| NTV Asset Management LLC | 0.04% | Reduce -65.7% | 11,211 | $404K |
| Kera Capital Partners, Inc. | 0.05% | Add +42.0% | 10,423 | $391K |
| EP Wealth Advisors, LLC | 0.00% | — | 10,727 | $387K |
| Swiss Life Asset Management Ltd | 0.00% | Add +1.0% | 10,696 | $386K |
| Maryland State Retirement & Pension System | 0.01% | No change | 10,457 | $377K |
| Norinchukin Bank, The | 0.00% | Reduce -3.3% | 10,426 | $376K |
| Stifel Financial Corp. | 0.00% | Reduce -80.2% | 10,300 | $371K |
| Abel Hall, LLC | 0.09% | Add +90.8% | 10,283 | $371K |
| Capital Financial Group Inc\co\ | 0.21% | — | 10,270 | $370K |
| Quantbot Technologies LP | 0.01% | New | 10,247 | $369K |
| 1834 Investment Advisors Co. | 0.05% | Reduce -83.0% | 10,207 | $368K |
| Polymer Capital Management (US) LLC | 0.05% | New | 10,150 | $366K |
| Dynamic Technology Lab Private Ltd | 0.08% | Add +76.9% | 10,095 | $364K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -40.2% | 10,009 | $361K |
| IFG Advisory, LLC | 0.02% | Add +1.6% | 9,975 | $360K |
| Sit Investment Associates Inc. | 0.01% | No change | 9,950 | $359K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -28.5% | 9,692 | $349K |
| AssuredPartners Investment Advisors, LLC | 0.05% | New | 9,634 | $347K |
| US Bancorp \de | 0.00% | Reduce -15.7% | 9,170 | $331K |
| ProShare Advisors LLC | 0.00% | Reduce -5.7% | 9,145 | $330K |
| Panagora Asset Management Inc. | 0.00% | Reduce -2.8% | 8,572 | $309K |
| Dakota Wealth Management | 0.01% | New | 8,357 | $301K |
| Knollwood Investment Advisory, LLC | 0.03% | No change | 8,209 | $296K |
| Neuberger Berman Group LLC | 0.00% | Reduce -35.8% | 8,164 | $294K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -58.3% | 8,049 | $290K |
| North Dakota State Investment Board | 0.01% | — | 8,023 | $289K |
| Shelton Capital Management | 0.01% | No change | 8,022 | $289K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 7,764 | $280K |
| PharVision Advisers, LLC | 0.14% | New | 7,599 | $274K |
| CIBC Asset Management Inc | 0.00% | No change | 7,133 | $257K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -40.5% | 6,711 | $257K |
| AlphaGrep UK Ltd | 0.09% | — | 7,061 | $255K |
| Picton Mahoney Asset Management | 0.00% | No change | 7,020 | $253K |
| WINTON GROUP Ltd | 0.01% | New | 6,800 | $245K |
| KBC Group NV | 0.00% | No change | 6,747 | $243K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -3.6% | 6,695 | $241K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +33.5% | 6,665 | $240K |
| Inspire Advisors, LLC | 0.02% | Add +29.8% | 6,571 | $237K |
| Brooklyn Investment Group | 0.01% | New | 6,363 | $229K |
| RFG Advisory, LLC | 0.00% | New | 6,268 | $226K |
| M&G PLC | 0.00% | New | 6,264 | $226K |
| Worth Venture Partners, LLC | 1.62% | Add +3.3% | 6,200 | $224K |
| Kaizen Financial Strategies | 0.10% | No change | 6,134 | $221K |
| EntryPoint Capital, LLC | 0.09% | No change | 6,068 | $219K |
| Papamarkou Wellner Asset Management inc. | 0.13% | Add +2.6% | 5,950 | $214K |
| Belpointe Asset Management LLC | 0.01% | Add +0.2% | 5,876 | $212K |
| Vident Advisory, LLC | 0.00% | Reduce -13.8% | 5,853 | $211K |
| Frank, Rimerman Advisors LLC | 0.01% | Reduce -6.9% | 5,595 | $202K |
| Focus Partners Wealth | 0.00% | Add +165.6% | 5,549 | $202K |
| Hantz Financial Services, Inc. | 0.00% | Add +27.8% | 5,161 | $186K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +298.9% | 4,815 | $174K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -41.5% | 4,594 | $166K |
| Virtus Investment Advisers, LLC | 0.04% | Add +5.6% | 4,550 | $164K |
| Horizon Investments, LLC | 0.00% | New | 4,120 | $146K |
| Cwm, LLC | 0.00% | Reduce -28.0% | 4,040 | $146K |
| Inspire Investing, LLC | 0.01% | New | 3,902 | $141K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -0.9% | 3,778 | $136K |
| Quarry LP | 0.02% | Add +469.5% | 3,252 | $117K |
| UMB Bank, n.a. | 0.00% | Add +70.1% | 3,241 | $117K |
| FIL Ltd | 0.00% | Reduce -22.2% | 2,816 | $102K |
| TD Private Client Wealth LLC | 0.00% | Reduce -69.6% | 2,533 | $91K |
| Danske Bank A/S | 0.00% | Reduce -87.3% | 2,400 | $87K |
| Quadrant Capital Group LLC | 0.00% | Reduce -85.4% | 2,367 | $85K |
| Fifth Third Bancorp | 0.00% | Add +16.9% | 2,319 | $84K |
| Employees Retirement System of Texas | 0.00% | No change | 2,301 | $83K |
| Covestor Ltd | 0.04% | Add +48.0% | 2,295 | $82K |
| Rockefeller Capital Management L.P. | 0.00% | Add +15.4% | 2,204 | $79K |
| Parallel Advisors, LLC | 0.00% | Add +70.5% | 2,150 | $78K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.2% | 1,957 | $71K |
| Arax Advisory Partners | 0.00% | Reduce -87.8% | 1,930 | $70K |
| Jones Financial Companies LLLP | 0.00% | Add +6.8% | 1,923 | $69K |
| IFP Advisors, Inc | 0.00% | Add +166.8% | 1,729 | $62K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -56.4% | 1,713 | $62K |
| Clearstead Advisors, LLC | 0.00% | Reduce -89.3% | 1,491 | $54K |
| Anchor Investment Management, LLC | 0.00% | No change | 1,462 | $53K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +252.0% | 1,306 | $47K |
| GAMMA Investing LLC | 0.00% | Reduce -54.8% | 1,228 | $44K |
| Global Retirement Partners, LLC | 0.00% | Add +95.0% | 1,213 | $44K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +101.3% | 1,208 | $44K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,094 | $43K |
| Allworth Financial LP | 0.00% | Add +3.0% | 1,093 | $39K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -54.7% | 1,041 | $38K |
| Huntington National Bank | 0.00% | Add +1.8% | 995 | $36K |
| Signaturefd, LLC | 0.00% | Reduce -54.7% | 889 | $32K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -100.0% | 819 | $30K |
| Wiser Advisor Group LLC | 0.03% | Add +1.3% | 693 | $25K |
| Larson Financial Group LLC | 0.00% | Reduce -59.0% | 578 | $21K |
| Fulcrum Asset Management LLP | 0.01% | No change | 548 | $20K |
| Versant Capital Management, Inc | 0.00% | Reduce -54.8% | 531 | $19K |
| Sunbelt Securities, Inc. | 0.00% | Add +10.1% | 514 | $19K |
| Private Trust Co. NA | 0.00% | Reduce -32.3% | 478 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.3% | 466 | $17K |
| Assetmark, Inc. | 0.00% | Reduce -34.0% | 459 | $17K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -80.1% | 450 | $16K |
| Quent Capital, LLC | 0.00% | Reduce -1.6% | 440 | $16K |
| NewEdge Advisors, LLC | 0.00% | Add +1.5% | 417 | $15K |
| Bank of New Hampshire | 0.00% | No change | 415 | $15K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 400 | $14K |
| Triumph Capital Management | 0.00% | New | 400 | $14K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 389 | $14K |
| Bessemer Group Inc. | 0.00% | Reduce -90.5% | 358 | $13K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 360 | $13K |
| MAI Capital Management | 0.00% | Add +74.0% | 355 | $13K |
| Peregrine Capital Management LLC | 0.00% | No change | 310 | $11K |
| Private Capital Management, LLC | 0.00% | Reduce -94.8% | 300 | $11K |
| Spire Wealth Management | 0.00% | Reduce -2.6% | 300 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Add +40.8% | 269 | $10K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -1.5% | 256 | $9K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -5.6% | 237 | $9K |
| Whittier Trust Co. | 0.00% | No change | 236 | $9K |
| CENTRAL TRUST Co | 0.00% | Add +5.5% | 232 | $8K |
| Gould Capital, LLC | 0.00% | No change | 200 | $7K |
| Heritage Wealth Advisors | 0.00% | No change | 200 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 197 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -52.8% | 193 | $7K |
| Roxbury Financial LLC | 0.01% | Add +1.1% | 187 | $7K |
| Creative Financial Designs Inc. | 0.00% | Reduce -2.1% | 184 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +18.9% | 176 | $6K |
| Rothschild Investment LLC | 0.00% | Add +91.1% | 172 | $6K |
| SouthState Bank Corp | 0.00% | Add +236.7% | 165 | $6K |
| Red Tortoise LLC | 0.00% | No change | 153 | $6K |
| Harbour Investments, Inc. | 0.00% | Add +27.4% | 135 | $5K |
| Essential Partners LLC | 0.00% | Add +1771.4% | 131 | $5K |
| Salomon & Ludwin, LLC | 0.00% | New | 131 | $5K |
| Stone House Investment Management, LLC | 0.00% | New | 117 | $4K |
| Addison Advisors LLC | 0.00% | Reduce -33.9% | 109 | $4K |
| Rossby Financial, LCC | 0.00% | New | 106 | $4K |
| MTM Investment Management, LLC | 0.00% | No change | 104 | $4K |
| Chung Wu Investment Group, LLC | 0.00% | No change | 100 | $4K |
| CX Institutional | 0.00% | Reduce -86.3% | 70 | $3K |
| Archer Investment Corp | 0.00% | No change | 80 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -1.3% | 75 | $3K |
| First Horizon Corp. | 0.00% | No change | 71 | $3K |
| Ares Financial Consulting, LLC | 0.00% | — | 66 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 65 | $2K |
| Rialto Wealth Management, LLC | 0.00% | New | 63 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -93.2% | 55 | $2K |
| Lanark Financial, Inc. | 0.00% | Add +40.0% | 49 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | — | 48 | $2K |
| ORG Partners LLC | 0.00% | New | 47 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 45 | $2K |
| CVA Family Office, LLC | 0.00% | Add +223.1% | 42 | $2K |
| Bare Financial Services, Inc | 0.00% | Reduce -60.0% | 40 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -40.6% | 38 | $1K |
| Bullock Wealth Management Group | 0.00% | — | 35 | $1K |
| SageView Advisory Group, LLC | 0.00% | New | 30 | $1K |
| Cornerstone Financial Management LLC | 0.00% | — | 28 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 20 | $1K |
| Sachetta, LLC | 0.00% | Reduce -71.8% | 22 | $794 |
| LRI Investments, LLC | 0.00% | No change | 20 | $721 |
| Golden State Wealth Management, LLC | 0.00% | New | 19 | $685 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 16 | $577 |
| Private Wealth Management Group, LLC | 0.00% | New | 16 | $577 |
| TFC Financial Management, Inc. | 0.00% | New | 15 | $541 |
| Optima Capital LLC | 0.00% | New | 14 | $505 |
| North Star Investment Management Corp. | 0.00% | Reduce -95.3% | 14 | $505 |
| Dunhill Financial, LLC | 0.00% | New | 13 | $482 |
| Root Financial Partners, LLC | 0.00% | New | 13 | $469 |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $396 |
| Quaker Wealth Management, LLC | 0.00% | Add +66.7% | 10 | $361 |
| Cromwell Holdings LLC | 0.00% | Reduce -50.0% | 9 | $324 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -59.1% | 9 | $324 |
| Blue Trust, Inc. | 0.00% | Reduce -60.9% | 9 | $324 |
| Operose Advisors LLC | 0.00% | No change | 8 | $288 |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 7 | $252 |
| American Capital Advisory, LLC | 0.00% | Reduce -53.9% | 6 | $217 |
| DecisionPoint Financial, LLC | 0.00% | No change | 4 | $145 |
| Copeland Capital Management, LLC | 0.00% | Reduce -94.4% | 2 | $103 |
| Avion Wealth | 0.00% | Reduce -50.0% | 13 | $0 |
"% of holder's portfolio" is CUBE's weight in each manager's 13F, not the share of Cubesmart the manager owns.