CubesmartCUBE
13F holders, Q1 2026 (March 31)487holders +22
69new positions
48sold out
9famous investors
$36.58avg. 13F price*
At the end of Q1 2026, 487 institutions reported holding Cubesmart (CUBE) in their 13F filings, up 22 from Q4 2025. 69 opened new positions and 48 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Portfolio Management LLC ($712.2M) and State Street Corp. ($410.3M). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Cubesmart
- CUSIP
- 229663109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $128.8M |
| Exits | 48 | $137.6M |
All 13F filers, Q4 2025 → Q1 2026: 24,945,304 shares bought and 21,041,564 shares sold, net +3,903,740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 487 holders
| BlackRock, Inc. | 0.02% | Reduce -1.2% | 33,216,764 | $1.2B |
| Vanguard Portfolio Management LLC | 0.04% | — | 19,433,213 | $712.2M |
| State Street Corp. | 0.01% | Reduce -1.1% | 11,194,880 | $410.3M |
| Vanguard Capital Management LLC | 0.01% | — | 10,244,838 | $375.5M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -11.1% | 7,591,634 | $278.2M |
| FMR LLC | 0.01% | Reduce -8.0% | 7,403,358 | $271.3M |
| Canada Pension Plan Investment Board | 0.17% | Add +358.9% | 7,265,720 | $266.3M |
| Geode Capital Management, LLC | 0.01% | Add +0.8% | 4,754,355 | $174.3M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Reduce -6.5% | 4,061,893 | $148.9M |
| JPMorgan Chase & Co. | 0.01% | Add +1.3% | 3,800,319 | $136.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.2% | 3,588,358 | $131.5M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.5% | 3,354,921 | $123.0M |
| Northern Trust Corp. | 0.02% | Add +1.8% | 3,332,111 | $122.1M |
| Millennium Management | 0.09% | Add +16.6% | 3,193,061 | $117.0M |
| Invesco Ltd. | 0.01% | Reduce -4.9% | 3,136,336 | $114.9M |
| CBRE Investment Management Listed Real Assets LLC | 1.69% | Reduce -10.8% | 3,094,291 | $113.4M |
| Duff & Phelps Investment Management Co. | 1.04% | Add +0.7% | 2,737,656 | $100.3M |
| Alyeska Investment Group, L.P. | 0.25% | Reduce -33.4% | 2,445,469 | $89.6M |
| Alliancebernstein L.P. | 0.03% | Add +13.8% | 2,458,999 | $88.6M |
| Aew Capital Management L P | 5.64% | Add +11319.4% | 2,121,725 | $77.8M |
| AQR Capital Management | 0.04% | Add +257.4% | 2,144,242 | $77.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.3% | 1,916,477 | $70.2M |
| Two Sigma Investments, LP | 0.06% | Add +506.2% | 1,902,812 | $69.7M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.43% | Reduce -2.7% | 1,890,946 | $69.3M |
| Nuveen, LLC | 0.02% | Add +53.9% | 1,851,683 | $67.9M |
| Morgan Stanley | 0.00% | Reduce -18.4% | 1,690,547 | $62.0M |
| Citadel Advisors | 0.04% | Reduce -69.0% | 1,616,470 | $59.2M |
| Centersquare Investment Management LLC | 0.60% | New | 1,585,114 | $58.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +187436.1% | 1,535,921 | $56.3M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 1,418,963 | $52.0M |
| UBS Group AG | 0.01% | Add +43.8% | 1,408,155 | $51.6M |
| Bank of America Corp. | 0.00% | Add +12.2% | 1,321,786 | $48.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +11.5% | 1,303,156 | $47.8M |
| Lasalle Investment Management Securities LLC | 1.87% | Add +19.5% | 1,291,212 | $47.3M |
| Legal & General Group Plc | 0.01% | Reduce -7.0% | 1,285,129 | $47.1M |
| HSBC Holdings PLC | 0.03% | Reduce -27.8% | 1,246,879 | $45.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.0% | 1,011,141 | $37.1M |
| Boston Trust Walden Corp | 0.30% | Reduce -2.2% | 980,989 | $36.0M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -22.1% | 925,304 | $33.9M |
| Janus Henderson Group PLC | 0.02% | Reduce -31.7% | 922,766 | $33.8M |
| Point72 Asset Management | 0.06% | Reduce -26.1% | 874,666 | $32.1M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +3.5% | 831,090 | $30.5M |
| Quantinno Capital Management LP | 0.05% | Add +115.0% | 808,353 | $29.6M |
| PGGM Investments | 0.51% | Reduce -16.1% | 791,438 | $29.0M |
| Qube Research & Technologies Ltd | 0.04% | Add +125.1% | 791,372 | $29.0M |
| Hudson Bay Capital Management LP | 0.19% | Add +338.8% | 774,412 | $28.4M |
| Voloridge Investment Management, LLC | 0.10% | Reduce -10.4% | 714,749 | $26.2M |
| Citigroup Inc. | 0.02% | Add +67.0% | 699,032 | $25.6M |
| Rhumbline Advisers | 0.02% | Add +1.8% | 679,720 | $24.9M |
| HRT Financial LP | 0.06% | Add +39.8% | 671,583 | $24.6M |
| ProShare Advisors LLC | 0.04% | Add +7154.5% | 663,424 | $24.3M |
| Tudor Investment Corporation | 0.13% | Reduce -9.4% | 654,481 | $24.0M |
| Retirement Systems of Alabama | 0.08% | Add +0.9% | 642,960 | $23.6M |
| Sei Investments Co. | 0.02% | Add +142.2% | 630,877 | $23.1M |
| SG Americas Securities, LLC | 0.02% | Reduce -19.6% | 594,294 | $21.8M |
| Crawford Investment Counsel Inc. | 0.37% | Add +14.6% | 593,074 | $21.7M |
| Public Employees Retirement Association of Colorado | 0.09% | No change | 592,491 | $21.7M |
| Franklin Resources Inc. | 0.01% | Add +153.5% | 591,227 | $21.7M |
| American Century Companies Inc. | 0.01% | Add +1.7% | 572,268 | $21.0M |
| Schroder Investment Management Group | 0.02% | Reduce -3.9% | 558,956 | $20.1M |
| Heitman Real Estate Securities LLC | 1.44% | Reduce -35.0% | 546,263 | $20.0M |
| APG Asset Management US Inc. | 0.15% | New | 543,544 | $19.9M |
| Jane Street Group, LLC | 0.02% | Reduce -3.1% | 537,154 | $19.7M |
| Vision Capital Corp | 10.33% | Reduce -5.5% | 516,356 | $18.9M |
| Algert Global LLC | 0.28% | Add +7.5% | 512,296 | $18.8M |
| Principal Financial Group Inc. | 0.01% | Add +3.8% | 508,977 | $18.7M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -0.1% | 503,483 | $18.5M |
| Hazelview Securities Inc. | 3.37% | Reduce -1.9% | 494,360 | $18.1M |
| Barclays PLC | 0.01% | Reduce -10.5% | 490,823 | $18.0M |
| 1832 Asset Management L.P. | 0.02% | Add +14.4% | 469,659 | $17.2M |
| Swiss National Bank | 0.01% | Add +0.4% | 451,200 | $16.5M |
| Pacific Heights Asset Management LLC | 0.55% | No change | 450,000 | $16.5M |
| Davidson Investment Advisors | 0.71% | Add +5.0% | 447,155 | $16.4M |
| Long Pond Capital, LP | 1.63% | Add +25.5% | 435,429 | $16.0M |
| STRS Ohio | 0.06% | Reduce -4.8% | 429,614 | $15.7M |
| Capitolis Liquid Global Markets LLC | 0.09% | — | 405,354 | $14.9M |
| California Public Employees Retirement System | 0.01% | Reduce -5.5% | 392,814 | $14.4M |
| Holocene Advisors, LP | 0.03% | Add +170.7% | 365,906 | $13.4M |
| Nordea Investment Management AB | 0.01% | Reduce -4.8% | 372,168 | $13.4M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +3.7% | 357,781 | $13.1M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -5.4% | 341,894 | $12.5M |
| Lightrock Netherlands B.V. | 2.66% | Reduce -15.4% | 533,973 | $12.5M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -13.7% | 334,548 | $12.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -26.4% | 330,026 | $11.6M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.04% | Add +49.6% | 312,491 | $11.5M |
| Nicola Wealth Management LTD. | 1.36% | No change | 309,000 | $11.3M |
| Lazard Asset Management LLC | 0.02% | Reduce -34.6% | 306,149 | $11.2M |
| LMR Partners LLP | 0.12% | Reduce -45.0% | 276,311 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.0% | 272,010 | $10.0M |
| Glenmede Trust Co. NA | 0.05% | Add +0.2% | 268,318 | $9.8M |
| Lighthouse Investment Partners, LLC | 0.37% | Add +23.9% | 266,288 | $9.8M |
| California State Teachers Retirement System | 0.01% | Add +22.3% | 264,787 | $9.7M |
| Prudential Financial Inc. | 0.01% | Reduce -90.3% | 259,679 | $9.5M |
| DigitalBridge Group, Inc. | 0.59% | New | 251,050 | $9.2M |
| Sophron Capital Management L.P. | 2.68% | Add +38.8% | 248,221 | $9.1M |
| Raymond James Financial Inc. | 0.00% | Add +1.7% | 235,450 | $8.6M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -7.9% | 232,500 | $8.5M |
| State of Wisconsin Investment Board | 0.02% | Reduce -2.5% | 227,332 | $8.3M |
| Macquarie Group Ltd. | 0.05% | Reduce -0.5% | 226,124 | $8.3M |
| Edgestream Partners, L.P. | 0.27% | Add +2.5% | 222,984 | $8.2M |
| Allianz Asset Management GmbH | 0.01% | Add +19.6% | 220,752 | $8.1M |
| Carlyle Group Inc. | 0.08% | No change | 220,500 | $8.1M |
| Squarepoint Ops LLC | 0.02% | Add +14.2% | 214,250 | $7.9M |
| Vanguard Investments Australia, Ltd. | 0.02% | — | 209,537 | $7.7M |
| D. E. Shaw & Co. | 0.01% | Reduce -34.0% | 208,534 | $7.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 204,112 | $7.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -6.6% | 203,601 | $7.5M |
| Gotham Asset Management | 0.02% | Add +238.4% | 201,111 | $7.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +8.6% | 195,562 | $7.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -36.3% | 192,695 | $7.1M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 189,358 | $6.9M |
| Creative Planning | 0.00% | Add +93.5% | 188,388 | $6.9M |
| Baron Capital (BAMCO) | 0.02% | New | 187,813 | $6.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +3.9% | 186,235 | $6.8M |
| Entropy Technologies, LP | 0.30% | Add +160.2% | 180,056 | $6.6M |
| Taproot Management LP | 1.23% | Reduce -21.1% | 177,151 | $6.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +21.9% | 160,057 | $5.9M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 160,181 | $5.8M |
| Gateway Investment Advisers LLC | 0.06% | Reduce -21.4% | 155,441 | $5.7M |
| Presima Securities ULC | 3.16% | No change | 153,539 | $5.6M |
| New Age Alpha Advisors, LLC | 0.26% | Reduce -0.9% | 152,141 | $5.6M |
| Kestra Advisory Services, LLC | 0.02% | No change | 151,711 | $5.6M |
| Verition Fund Management LLC | 0.06% | Reduce -49.1% | 151,100 | $5.5M |
| Van Lanschot Kempen Investment Management N.V. | 0.05% | Add +170.1% | 148,202 | $5.4M |
| Huntington National Bank | 0.04% | Add +14574.5% | 146,011 | $5.4M |
| Exchange Traded Concepts, LLC | 0.04% | Add +462.7% | 143,667 | $5.3M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | Add +65.2% | 139,173 | $5.1M |
| State of Alaska, Department of Revenue | 0.05% | Add +1.4% | 136,357 | $5.0M |
| Pacer Advisors, Inc. | 0.01% | Reduce -1.5% | 136,252 | $5.0M |
| Van Eck Associates Corp. | 0.00% | Add +13.7% | 135,463 | $5.0M |
| LPL Financial LLC | 0.00% | Add +25.7% | 134,998 | $4.9M |
| Amundi | 0.00% | Add +8.4% | 133,220 | $4.9M |
| Natixis Advisors, LLC | 0.01% | Add +898.9% | 131,824 | $4.8M |
| Engineers Gate Manager LP | 0.06% | Add +81.7% | 131,318 | $4.8M |
| Deutsche Bank AG | 0.00% | Reduce -90.0% | 129,697 | $4.8M |
| Victory Capital Management Inc. | 0.00% | Reduce -5.7% | 128,765 | $4.7M |
| New York State Teachers Retirement System | 0.01% | Reduce -25.3% | 126,308 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +28.3% | 124,368 | $4.6M |
| Wells Fargo & Company | 0.00% | Add +31.1% | 124,461 | $4.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -40.6% | 123,257 | $4.5M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 122,663 | $4.5M |
| GSI Capital Advisors LLC | 2.44% | New | 122,450 | $4.5M |
| MetLife Investment Management, LLC | 0.02% | Reduce -44.4% | 118,600 | $4.3M |
| New York State Common Retirement Fund | 0.01% | No change | 114,903 | $4.2M |
| Bridgewater Associates | 0.02% | Reduce -10.6% | 111,678 | $4.1M |
| Bayhunt Capital LLC | 3.75% | New | 109,958 | $4.0M |
| Nomura Asset Management International Inc. | 0.01% | Reduce -1.7% | 106,038 | $3.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -37.5% | 105,793 | $3.9M |
| Aberdeen Group plc | 0.01% | Reduce -2.8% | 104,672 | $3.8M |
| Investment Management Corp of Ontario | 0.05% | No change | 102,972 | $3.8M |
| Amalgamated Bank | 0.03% | Add +1.7% | 102,504 | $3.8M |
| GRS Advisors, LLC | 0.36% | Add +76.7% | 99,210 | $3.6M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +5.6% | 101,090 | $3.6M |
| First Trust Advisors LP | 0.00% | Reduce -15.1% | 97,217 | $3.6M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 96,904 | $3.6M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +1.5% | 96,279 | $3.5M |
| State of Tennessee, Department of Treasury | 0.01% | Add +6.7% | 93,509 | $3.4M |
| Davis Selected Advisers | 0.02% | Add +1.5% | 92,270 | $3.4M |
| Vanguard Global Advisers, LLC | 0.00% | — | 91,920 | $3.4M |
| Oak Thistle LLC | 0.33% | Add +62.6% | 91,884 | $3.4M |
| Horizon Investments, LLC | 0.04% | Add +2162.1% | 93,199 | $3.4M |
| Guggenheim Capital LLC | 0.03% | Add +9.1% | 91,465 | $3.4M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -63.7% | 90,262 | $3.3M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -7.9% | 87,388 | $3.2M |
| Handelsbanken Fonder AB | 0.01% | Add +39.8% | 86,734 | $3.2M |
| Knights of Columbus Asset Advisors LLC | 0.17% | No change | 82,649 | $3.0M |
| Freestone Grove Partners LP | 0.02% | New | 80,207 | $2.9M |
| Greenland Capital Management LP | 0.67% | Reduce -67.0% | 80,000 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +28.5% | 78,494 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +12.0% | 75,120 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Reduce -4.4% | 74,525 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -26.9% | 74,858 | $2.7M |
| Trillium Asset Management, LLC | 0.09% | Reduce -3.1% | 65,979 | $2.7M |
| Landscape Capital Management, L.L.C. | 0.17% | Add +85.0% | 71,521 | $2.6M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | No change | 70,771 | $2.6M |
| Wolverine Asset Management LLC | 0.14% | Add +158.2% | 70,513 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +11.4% | 70,105 | $2.6M |
| WCM Investment Management, LLC | 0.01% | No change | 70,771 | $2.5M |
| Zimmer Partners, LP | 0.06% | No change | 67,500 | $2.5M |
| Magnetar Financial LLC | 0.03% | Reduce -55.4% | 66,859 | $2.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 66,860 | $2.5M |
| Louisiana State Employees Retirement System | 0.04% | Add +4.8% | 66,100 | $2.4M |
| Gradient Investments LLC | 0.04% | New | 66,041 | $2.4M |
| Arizona State Retirement System | 0.01% | Reduce -1.3% | 62,620 | $2.3M |
| Measured Risk Portfolios, Inc. | 2.48% | Add +8.0% | 61,518 | $2.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +6.4% | 61,123 | $2.2M |
| Metis Global Partners, LLC | 0.05% | Add +10.8% | 59,740 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +4.9% | 59,666 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -11.0% | 58,009 | $2.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Reduce -58.2% | 57,529 | $2.1M |
| Cwm, LLC | 0.01% | Add +1303.6% | 56,707 | $2.1M |
| Cerity Partners LLC | 0.00% | New | 55,371 | $2.0M |
| State of Michigan Retirement System | 0.01% | Add +1.9% | 54,900 | $2.0M |
| Pensionfund PDN | 1.14% | Add +10.3% | 53,800 | $2.0M |
| TD Asset Management Inc | 0.00% | Reduce -3.9% | 53,460 | $2.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +5.5% | 53,000 | $1.9M |
| CIBC Bancorp USA Inc. | 0.00% | — | 52,333 | $1.9M |
| Voya Investment Management LLC | 0.00% | Add +17.9% | 51,285 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Add +410.7% | 51,119 | $1.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.1% | 51,087 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -17.8% | 50,506 | $1.9M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.9% | 50,200 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.6% | 48,851 | $1.8M |
| Allstate Corp. | 0.02% | Add +254.4% | 47,346 | $1.7M |
| UniSuper Management Pty Ltd | 0.01% | Add +1.1% | 47,200 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +3.1% | 46,792 | $1.7M |
| Mariner, LLC | 0.00% | New | 46,458 | $1.7M |
| New Mexico Educational Retirement Board | 0.05% | No change | 45,900 | $1.7M |
| Bank of Montreal | 0.00% | Reduce -0.3% | 45,820 | $1.7M |
| Vestcor Inc | 0.05% | Reduce -57.0% | 44,900 | $1.6M |
| Bridges Investment Management Inc. | 0.02% | Add +18.0% | 44,812 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +53.6% | 44,689 | $1.6M |
| AMG National Trust Bank | 0.03% | Reduce -2.6% | 43,642 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -69.9% | 44,526 | $1.6M |
| NEOS Investment Management LLC | 0.01% | Add +37.0% | 42,983 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +0.5% | 42,009 | $1.5M |
| Naples Global Advisors, LLC | 0.11% | Reduce -0.6% | 41,502 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Add +2.5% | 40,388 | $1.5M |
| Prelude Capital Management, LLC | 0.11% | New | 39,600 | $1.5M |
| Sterling Capital Management LLC | 0.03% | Reduce -16.8% | 38,592 | $1.4M |
| Arax Advisory Partners | 0.04% | Add +1898.1% | 38,563 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +271.8% | 38,293 | $1.4M |
| Summit Trail Advisors, LLC | 0.02% | Add +76.6% | 37,851 | $1.4M |
| Fox Run Management, L.L.C. | 0.24% | New | 38,057 | $1.4M |
| IFM Investors Pty Ltd | 0.01% | Add +0.9% | 37,241 | $1.4M |
| Utah Retirement Systems | 0.01% | No change | 37,008 | $1.4M |
| Ontario Teachers Pension Plan Board | 0.04% | Reduce -71.3% | 36,804 | $1.3M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +3.9% | 35,844 | $1.3M |
| Landmark Investment Partners, L.P. | 1.35% | New | 35,704 | $1.3M |
| Lecap Asset Management Ltd. | 0.49% | Add +2.8% | 35,478 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -10.4% | 35,422 | $1.3M |
| Brevan Howard Capital Management LP | 0.01% | Add +17.8% | 34,702 | $1.3M |
| Keybank National Association | 0.00% | Reduce -22.6% | 33,480 | $1.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.16% | No change | 32,865 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +19.4% | 31,110 | $1.1M |
| M&T Bank Corp | 0.00% | Add +4.7% | 30,104 | $1.1M |
| Red Door Wealth Management, LLC | 0.11% | No change | 30,000 | $1.1M |
| Drucker Wealth 3.0, LLC | 0.19% | Add +4.4% | 29,658 | $1.1M |
| Nordwand Advisors, LLC | 0.19% | Reduce -2.0% | 29,000 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.06% | Add +6.2% | 28,703 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +399.2% | 27,703 | $1.0M |
| Empire Life Investments Inc. | 0.06% | Add +0.5% | 28,179 | $1.0M |
| New York Life Investment Management LLC | 0.01% | Add +40.1% | 28,021 | $1.0M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -27.9% | 27,794 | $1.0M |
| Xponance LLC | 0.01% | Add +30.3% | 27,487 | $1.0M |
| Worldquant Millennium Advisors LLC | 0.00% | Add +43.3% | 26,736 | $980K |
| XTX Topco Ltd | 0.02% | Reduce -73.7% | 26,072 | $956K |
| Moran Wealth Management, LLC | 0.03% | Reduce -21.4% | 25,788 | $945K |
| Pensionfund Sabic | 1.13% | Add +8.4% | 25,700 | $942K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Reduce -70.6% | 25,376 | $930K |
| Captrust Financial Advisors | 0.00% | Reduce -9.3% | 24,286 | $890K |
| Miller Global Investments, LLC | 0.80% | New | 23,898 | $876K |
| Azzad Asset Management Inc. | 0.09% | Add +3.5% | 23,857 | $874K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +19.0% | 23,767 | $871K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +8.3% | 23,687 | $868K |
| Merit Financial Group, LLC | 0.01% | Add +42.0% | 23,000 | $843K |
| Vanderbilt University | 0.16% | Add +48.8% | 22,913 | $840K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.9% | 22,627 | $829K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.4% | 22,127 | $808K |
| MML Investors Services, LLC | 0.00% | Reduce -20.9% | 21,828 | $800K |
| AIA Group Ltd | 0.01% | Add +7.3% | 21,601 | $792K |
| Truist Financial Corp. | 0.00% | Reduce -32.1% | 21,445 | $786K |
| Cetera Investment Advisers | 0.00% | Add +22.9% | 21,363 | $783K |
| Neuberger Berman Group LLC | 0.00% | Add +155.7% | 20,875 | $765K |
| Perpetual Ltd | 0.01% | Add +33.7% | 20,737 | $760K |
| Private Capital Management, LLC | 0.08% | Add +6666.7% | 20,300 | $744K |
| Chicago Partners Investment Group LLC | 0.02% | Add +174.4% | 18,415 | $720K |
| CoreCap Advisors, LLC | 0.02% | Reduce -15.6% | 19,358 | $709K |
| Quadrant Capital Group LLC | 0.02% | Add +711.7% | 19,213 | $704K |
| Atom Investors LP | 0.05% | New | 19,083 | $699K |
| DRW Securities, LLC | 0.04% | New | 18,459 | $677K |
| Spirit of America Management Corp. | 0.13% | No change | 18,450 | $676K |
| Dakota Wealth Management | 0.01% | Add +119.8% | 18,373 | $673K |
| Securian Asset Management, Inc. | 0.02% | Add +1.1% | 16,808 | $616K |
| Twin Capital Management Inc. | 0.08% | New | 16,587 | $608K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 16,529 | $606K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 16,510 | $605K |
| Dark Forest Capital Management LP | 0.05% | Reduce -87.2% | 16,416 | $602K |
| Total Wealth Planning & Management, Inc. | 0.48% | New | 16,374 | $600K |
| Principal Securities, Inc. | 0.01% | Reduce -50.0% | 15,825 | $580K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.2% | 15,787 | $579K |
| Boothbay Fund Management, LLC | 0.01% | Add +17.1% | 15,725 | $576K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +37.6% | 15,669 | $574K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -50.3% | 15,446 | $566K |
| Cooper Financial Group | 0.06% | Add +0.3% | 14,988 | $549K |
| Penserra Capital Management LLC | 0.01% | Add +2.0% | 14,656 | $537K |
| Swiss Life Asset Management Ltd | 0.00% | Add +35.8% | 14,520 | $532K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -63.6% | 14,448 | $530K |
| PNC Financial Services Group, Inc. | 0.00% | Add +48.4% | 14,384 | $527K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -12.5% | 14,045 | $515K |
| Winmill & Co. Inc. | 0.15% | No change | 14,000 | $513K |
| Machina Capital S.A.S. | 0.10% | New | 13,855 | $508K |
| Mirador Capital Partners LP | 0.07% | Add +3.8% | 13,761 | $504K |
| Inspire Investing, LLC | 0.03% | Add +251.7% | 13,722 | $503K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -21.8% | 13,687 | $502K |
| Fieldview Capital Management, LLC | 0.15% | Reduce -19.8% | 13,641 | $500K |
| Brooklyn Investment Group | 0.02% | Add +112.7% | 13,532 | $496K |
| Kera Capital Partners, Inc. | 0.06% | Add +28.6% | 13,402 | $491K |
| Susquehanna International Group, LLP | 0.00% | Reduce -47.9% | 13,282 | $487K |
| Ensign Peak Advisors, Inc | 0.00% | Add +13.3% | 13,017 | $477K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.3% | 12,928 | $474K |
| DNB Asset Management AS | 0.00% | New | 12,908 | $473K |
| Jump Financial, LLC | 0.01% | New | 12,848 | $471K |
| Hantz Financial Services, Inc. | 0.01% | Add +141.7% | 12,473 | $457K |
| EP Wealth Advisors, LLC | 0.00% | Add +16.2% | 12,465 | $457K |
| FJ Capital Management LLC | 0.05% | New | 12,089 | $443K |
| Vident Advisory, LLC | 0.00% | Add +103.1% | 11,886 | $436K |
| DoubleLine ETF Adviser LP | 0.17% | Reduce -19.8% | 11,853 | $434K |
| MQS Management LLC | 0.29% | Reduce -9.5% | 11,743 | $430K |
| Wesbanco Bank Inc. | 0.01% | No change | 11,408 | $418K |
| Abel Hall, LLC | 0.09% | Add +10.8% | 11,397 | $418K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.2% | 11,390 | $417K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +41.1% | 11,355 | $416K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -4.2% | 11,153 | $409K |
| World Investment Advisors | 0.01% | Reduce -38.1% | 10,973 | $402K |
| Caxton Associates LLP | 0.01% | Reduce -32.5% | 10,874 | $399K |
| Wealth Quarterback LLC | 0.16% | Reduce -10.8% | 10,762 | $394K |
| NTV Asset Management LLC | 0.04% | Reduce -4.4% | 10,720 | $393K |
| Integrated Wealth Concepts LLC | 0.00% | New | 10,571 | $387K |
| Maryland State Retirement & Pension System | 0.01% | No change | 10,457 | $383K |
| Syon Capital LLC | 0.02% | New | 10,225 | $375K |
| Norinchukin Bank, The | 0.00% | Reduce -3.1% | 10,103 | $370K |
| Sit Investment Associates Inc. | 0.01% | No change | 9,950 | $365K |
| Old National Bancorp | 0.01% | Reduce -66.5% | 9,934 | $364K |
| Capital Financial Group Inc\co\ | 0.19% | Reduce -8.3% | 9,421 | $345K |
| RFG Advisory, LLC | 0.01% | Add +47.0% | 9,215 | $338K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +60.7% | 8,990 | $329K |
| Ninety One UK Ltd | 0.00% | New | 8,985 | $329K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 8,977 | $329K |
| AssuredPartners Investment Advisors, LLC | 0.04% | Reduce -8.5% | 8,817 | $328K |
| Inceptionr LLC | 0.08% | New | 9,018 | $326K |
| Baker Avenue Asset Management, LP | 0.01% | New | 8,877 | $325K |
| Panagora Asset Management Inc. | 0.00% | Add +3.4% | 8,860 | $325K |
| Twinbeech Capital LP | 0.03% | New | 8,400 | $308K |
| US Bancorp \de | 0.00% | Reduce -9.0% | 8,343 | $306K |
| Evergreen Capital Management LLC | 0.01% | New | 8,300 | $304K |
| Gsa Capital Partners LLP | 0.02% | Reduce -68.8% | 8,210 | $301K |
| Knollwood Investment Advisory, LLC | 0.03% | No change | 8,209 | $301K |
| Alpine Woods Capital Investors, LLC | 0.07% | New | 8,152 | $299K |
| HUB Investment Partners, LLC | 0.01% | New | 7,990 | $293K |
| Brighton Jones LLC | 0.01% | New | 7,931 | $291K |
| Brookwood Investment Group LLC | 0.04% | New | 7,817 | $286K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 7,548 | $277K |
| Shelton Capital Management | 0.01% | Reduce -6.3% | 7,519 | $276K |
| CIBC Asset Management Inc | 0.00% | No change | 7,133 | $261K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +4.0% | 6,964 | $255K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -54.0% | 6,818 | $250K |
| KBC Group NV | 0.00% | No change | 6,747 | $247K |
| M&G PLC | 0.00% | Add +6.2% | 6,652 | $246K |
| North Dakota State Investment Board | 0.01% | Reduce -17.5% | 6,617 | $243K |
| Havemeyer Place LP | 0.03% | New | 6,574 | $241K |
| AlphaGrep UK Ltd | 0.07% | Reduce -7.6% | 6,523 | $239K |
| Mattson Financial Services, LLC | 0.06% | New | 6,314 | $231K |
| O'Brien Greene & Co. Inc | 0.07% | New | 6,304 | $231K |
| Kaizen Financial Strategies | 0.10% | Reduce -4.0% | 5,888 | $230K |
| Versant Capital Management, Inc | 0.02% | Add +1082.3% | 6,278 | $230K |
| Bull Harbor Capital LLC | 0.06% | — | 6,234 | $228K |
| MAI Capital Management | 0.00% | Add +1648.2% | 6,206 | $227K |
| Worth Venture Partners, LLC | 1.62% | No change | 6,200 | $227K |
| Brown Financial Advisors | 0.09% | New | 6,180 | $226K |
| EntryPoint Capital, LLC | 0.07% | No change | 6,068 | $222K |
| VestGen Advisors, LLC | 0.01% | New | 5,422 | $222K |
| Sagewood Asset Management LP | 0.07% | New | 6,046 | $222K |
| Belpointe Asset Management LLC | 0.01% | Add +2.5% | 6,024 | $221K |
| Grey Fox Wealth Advisors, LLC | 0.04% | New | 5,989 | $219K |
| Papamarkou Wellner Asset Management inc. | 0.13% | No change | 5,950 | $218K |
| Inspire Advisors, LLC | 0.02% | Reduce -9.7% | 5,937 | $218K |
| Tidal Investments LLC | 0.00% | New | 5,937 | $216K |
| Frec Markets, Inc. | 0.04% | New | 5,836 | $214K |
| Waddell & Associates, LLC | 0.01% | New | 5,705 | $209K |
| Evolve Private Wealth, LLC | 0.01% | New | 5,625 | $206K |
| Kestra Investment Management, LLC | 0.00% | New | 5,594 | $205K |
| Virtus Investment Advisers, LLC | 0.05% | Add +11.4% | 5,068 | $186K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -29.5% | 4,696 | $172K |
| Rockefeller Capital Management L.P. | 0.00% | Add +112.7% | 4,687 | $172K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.1% | 4,542 | $166K |
| Allworth Financial LP | 0.00% | Add +272.9% | 4,076 | $149K |
| Parallel Advisors, LLC | 0.00% | Add +71.1% | 3,679 | $135K |
| UMB Bank, n.a. | 0.00% | Add +12.6% | 3,650 | $134K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -8.8% | 3,447 | $126K |
| Quarry LP | 0.02% | Add +0.5% | 3,267 | $120K |
| FIL Ltd | 0.00% | Add +5.9% | 2,983 | $109K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -61.5% | 2,986 | $108K |
| Farther Finance Advisors, LLC | 0.00% | Add +44.5% | 2,828 | $103K |
| GAMMA Investing LLC | 0.00% | Add +129.4% | 2,817 | $103K |
| Fifth Third Bancorp | 0.00% | Add +12.5% | 2,608 | $96K |
| Signaturefd, LLC | 0.00% | Add +191.4% | 2,591 | $95K |
| IFP Advisors, Inc | 0.00% | Add +49.2% | 2,580 | $95K |
| Jones Financial Companies LLLP | 0.00% | Add +33.3% | 2,564 | $92K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +436.7% | 2,501 | $92K |
| Rothschild Investment LLC | 0.00% | Add +1298.3% | 2,405 | $88K |
| TD Private Client Wealth LLC | 0.00% | Reduce -8.3% | 2,324 | $85K |
| Employees Retirement System of Texas | 0.00% | No change | 2,301 | $84K |
| Advisory Services Network, LLC | 0.00% | New | 2,177 | $80K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +71.0% | 2,066 | $76K |
| Itau Unibanco Holding S.A. | 0.00% | New | 1,800 | $66K |
| Ascentis Independent Advisors | 0.00% | New | 1,645 | $60K |
| Park Place Capital Corp | 0.01% | New | 1,542 | $57K |
| SJS Investment Consulting Inc. | 0.01% | New | 1,139 | $42K |
| Larson Financial Group LLC | 0.00% | Add +90.7% | 1,102 | $40K |
| Elevation Wealth Partners, LLC | 0.01% | Add +128.0% | 1,026 | $38K |
| Essential Partners LLC | 0.01% | Add +594.7% | 910 | $33K |
| Bayforest Capital Ltd | 0.04% | New | 896 | $33K |
| Wiser Advisor Group LLC | 0.03% | Add +1.3% | 702 | $26K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +62.7% | 633 | $23K |
| True Wealth Design, LLC | 0.01% | Add +1020.0% | 616 | $23K |
| Assetmark, Inc. | 0.00% | Add +32.0% | 606 | $22K |
| Bessemer Group Inc. | 0.00% | Add +58.9% | 569 | $21K |
| Heritage Wealth Advisors | 0.00% | Add +180.0% | 560 | $21K |
| Sunbelt Securities, Inc. | 0.00% | Add +6.4% | 547 | $20K |
| Fulcrum Asset Management LLP | 0.00% | No change | 548 | $20K |
| Quent Capital, LLC | 0.00% | Add +19.3% | 525 | $19K |
| Private Trust Co. NA | 0.00% | No change | 478 | $18K |
| Mather Group, Llc. | 0.00% | New | 476 | $17K |
| NewEdge Advisors, LLC | 0.00% | Add +1.2% | 422 | $15K |
| Bank of New Hampshire | 0.00% | No change | 415 | $15K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 400 | $15K |
| Triumph Capital Management | 0.00% | No change | 400 | $15K |
| Danske Bank A/S | 0.00% | Reduce -83.3% | 400 | $15K |
| Parkside Financial Bank & Trust | 0.00% | Add +43.9% | 387 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 360 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +80.3% | 348 | $13K |
| Peregrine Capital Management LLC | 0.00% | No change | 310 | $11K |
| Stone House Investment Management, LLC | 0.00% | Add +159.0% | 303 | $11K |
| Spire Wealth Management | 0.00% | No change | 300 | $11K |
| Rossby Financial, LCC | 0.00% | Add +146.2% | 261 | $10K |
| CENTRAL TRUST Co | 0.00% | Add +10.8% | 257 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Add +0.4% | 257 | $9K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 237 | $9K |
| Ancora Advisors LLC | 0.00% | New | 222 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | New | 219 | $8K |
| Wealth Preservation Advisors, LLC | 0.01% | New | 205 | $8K |
| Gould Capital, LLC | 0.00% | No change | 200 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 197 | $7K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 190 | $7K |
| Roxbury Financial LLC | 0.01% | Add +1.1% | 189 | $7K |
| Creative Financial Designs Inc. | 0.00% | Add +1.1% | 186 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +339.5% | 167 | $6K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Reduce -58.5% | 166 | $6K |
| Covestor Ltd | 0.00% | Reduce -93.1% | 158 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -9.1% | 160 | $6K |
| Red Tortoise LLC | 0.00% | No change | 153 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 135 | $5K |
| Salomon & Ludwin, LLC | 0.00% | No change | 131 | $5K |
| SouthState Bank Corp | 0.00% | Reduce -26.1% | 122 | $4K |
| Addison Advisors LLC | 0.00% | No change | 109 | $4K |
| MTM Investment Management, LLC | 0.00% | No change | 104 | $4K |
| Chung Wu Investment Group, LLC | 0.00% | No change | 100 | $4K |
| Asset Planning,Inc | 0.00% | New | 100 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +22.7% | 92 | $4K |
| Archer Investment Corp | 0.00% | No change | 80 | $3K |
| First Horizon Corp. | 0.00% | No change | 71 | $3K |
| Ares Financial Consulting, LLC | 0.00% | No change | 66 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 65 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 62 | $2K |
| Bogart Wealth, LLC | 0.00% | New | 60 | $2K |
| Clearstead Advisors, LLC | 0.00% | Reduce -96.3% | 55 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 49 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -25.4% | 47 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +322.2% | 38 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 38 | $1K |
| NBT Bank, N.A. | 0.00% | New | 35 | $1K |
| Kilter Group LLC | 0.00% | New | 28 | $1K |
| Cornerstone Financial Management LLC | 0.00% | No change | 28 | $1K |
| Dogwood Wealth Management LLC | 0.00% | New | 28 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 20 | $1K |
| CX Institutional | 0.00% | Reduce -75.7% | 17 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 27 | $990 |
| Bare Financial Services, Inc | 0.00% | Reduce -35.0% | 26 | $953 |
| Sachetta, LLC | 0.00% | No change | 22 | $807 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -53.3% | 21 | $770 |
| LRI Investments, LLC | 0.00% | No change | 20 | $733 |
| Private Wealth Management Group, LLC | 0.00% | No change | 16 | $587 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 16 | $586 |
| TFC Financial Management, Inc. | 0.00% | No change | 15 | $550 |
| North Star Investment Management Corp. | 0.00% | No change | 14 | $513 |
| Dunhill Financial, LLC | 0.00% | No change | 13 | $490 |
| Root Financial Partners, LLC | 0.00% | No change | 13 | $476 |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $365 |
| Intentional Wealth Strategies, LLC | 0.00% | — | 9 | $330 |
| Signature Resources Capital Management, LLC | 0.00% | New | 9 | $322 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -20.0% | 8 | $294 |
| American Capital Advisory, LLC | 0.00% | Reduce -16.7% | 5 | $184 |
| DecisionPoint Financial, LLC | 0.00% | No change | 4 | $147 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -77.8% | 2 | $73 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1 | $37 |
| Avion Wealth | 0.00% | Add +107.7% | 27 | $0 |
"% of holder's portfolio" is CUBE's weight in each manager's 13F, not the share of Cubesmart the manager owns.