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Disclosery

CUBE CUBESMART

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REIT (common), issuer CIK 1298675

501 managers (519 13F filers) reported a position in CUBE shares at 2026-06-30, 231,014,686 shares in all. 88 filers opened a position and 57 filers sold out during the quarter.

Managers
501
13F filers
519
New
88
Added
198
Reduced
157
Sold out
57
Shares held by filers
231,014,686

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,273$176K<0.01%+1,70913F-HRTimelineGroup
Farther Finance Advisors, LLC4,413$176K<0.01%+1,58513F-HRTimeline
UMB Bank, n.a.4,109$163K<0.01%+45913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GAMMA Investing LLC3,547$141K0.01%+73013F-HRTimeline
SIGNATUREFD, LLC3,158$126K<0.01%+56713F-HRTimeline
Eurizon Capital SGR S.p.A.2,986$122K<0.01%013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.3,038$121K<0.01%-40913F-HRTimeline
FIL Ltdin group FIL Ltd2,913$116K<0.01%-7013F-HRTimelineGroup
Parallel Advisors, LLC2,801$111K<0.01%-87813F-HRTimeline
True Wealth Design, LLC2,687$107K0.03%+2,07113F-HRTimeline
Larson Financial Group LLC2,484$98.8K<0.01%+1,38213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,420$96.2K<0.01%new13F-HRTimeline
Employees Retirement System of Texas2,301$92K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.1,974$78.5K0.01%+83513F-HRTimeline
Quent Capital, LLC1,753$69.7K<0.01%+1,22813F-HRTimeline
Clearstead Advisors, LLC1,583$63K<0.01%+1,52813F-HRTimeline
Global Retirement Partners, LLC1,516$60.3K<0.01%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,417$56.4K0.02%+39113F-HRTimeline
SIMPLEX TRADING, LLC1,307$52K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust941$37.4K<0.01%+55413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…937$37.3K<0.01%-3,75913F-HRTimelineGroup
Basecamp Wealth Advisors LLC775$30.8K0.01%+14213F-HRTimeline
Wealth Enhancement Trust Services, Inc.753$29.9K<0.01%new13F-HR/ATimeline
PEREGRINE CAPITAL MANAGEMENT LLC730$29K<0.01%+42013F-HRTimeline
Wiser Advisor Group LLC712$28.3K0.03%+1013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC662$26.3K<0.01%+5613F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC569$23K<0.01%013F-HRTimelineGroup
Fulcrum Asset Management LLP548$22.3K<0.01%013F-HRTimeline
Heritage Wealth Advisors560$22.3K<0.01%013F-HRTimeline
V-Square Quantitative Management LLC537$21.4K<0.01%new13F-HRTimeline
First Bancorp, Inc /ME/500$19.9K0.01%new13F-HRTimeline
Stone House Investment Management, LLC493$19.6K<0.01%+19013F-HRTimeline
PRIVATE TRUST CO NA478$19K<0.01%013F-HRTimeline
MATHER GROUP, LLC.476$18.9K<0.01%013F-HRTimeline
Bank of New Hampshire415$16.5K<0.01%013F-HRTimeline
DANSKE BANK A/S400$15.9K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC360$14.3K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB360$14.3K<0.01%+1213F-HRTimeline
Activest Wealth Management336$13.4K<0.01%+33613F-HRTimeline
CX Institutional326$13K<0.01%+30913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management300$11.9K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC278$11.1K<0.01%+1713F-HRTimeline
Smartleaf Asset Management LLC257$10.5K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.250$9.94K<0.01%new13F-HRTimeline
CENTRAL TRUST Co245$9.74K<0.01%-1213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC237$9.69K<0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.212$8.43K<0.01%new13F-HRTimelineGroup
Triumph Capital Management200$7.95K<0.01%-20013F-HRTimeline
Gould Capital, LLC200$7.95K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…197$7.83K<0.01%013F-HRTimelineGroup
Roxbury Financial LLC191$7.6K0.01%+213F-HRTimeline
Owl Creek Wealth Partners LLC190$7.56K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV188$7.48K<0.01%+213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.166$6.6K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc160$6.36K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.156$6.21K<0.01%-1113F-HRTimeline
Covestor Ltd159$6K<0.01%+113F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC136$5.41K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.135$5.37K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC131$5.26K<0.01%013F-HRTimeline
JPL Wealth Management, LLC123$4.89K<0.01%+8513F-HRTimeline
Cornerstone Planning Group LLC112$4.6K<0.01%+2013F-HRTimeline
MTM Investment Management, LLC104$4.14K<0.01%013F-HRTimeline
Asset Planning,Inc100$3.98K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC100$3.98K<0.01%013F-HRTimeline
Archer Investment Corp80$3.18K<0.01%013F-HR/ATimeline
Continuum Advisory, LLC70$2.78K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.68$2.7K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC66$2.62K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…65$2.59K<0.01%013F-HRTimeline
Cromwell Holdings LLC64$2.54K<0.01%+2613F-HRTimeline
Rialto Wealth Management, LLC60$2.39K<0.01%+1313F-HRTimeline
FIRST HORIZON CORP59$2.35K<0.01%-1213F-HRTimeline
Principia Wealth Advisory, LLC56$2.23K<0.01%+5413F-HRTimeline
WPG Advisers, LLC51$2.03K<0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.49$1.96K<0.01%new13F-HRTimeline
Allied Private Wealth LLC36$1.44K<0.01%13F-HRTimeline
Dogwood Wealth Management LLC28$1.11K<0.01%013F-HRTimeline
Kilter Group LLC28$1.11K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC28$1.11K<0.01%013F-HR/ATimeline
Keating Financial Advisory Services, In…26$1.03K<0.01%-113F-HRTimeline
Avion Wealth27$1K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC20$1K<0.01%013F-HRTimeline
Sachetta, LLC22$875<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.21$835<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.21$835<0.01%013F-HRTimeline
LRI Investments, LLC20$795<0.01%013F-HRTimeline
Private Wealth Management Group, LLC16$637<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC16$636<0.01%013F-HRTimeline
TFC Financial Management, Inc.15$597<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.15$597<0.01%new13F-HRTimeline
North Star Investment Management Corp.14$557<0.01%013F-HRTimeline
Dunhill Financial, LLC13$532<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp13$518<0.01%-10913F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC13$517<0.01%new13F-HRTimeline
Planning Strategies Inc.9$358<0.01%13F-HRTimeline
Quaker Wealth Management, LLC8$319<0.01%013F-HRTimeline
American Capital Advisory, LLC5$199<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC4$159<0.01%new13F-HRTimeline
Caitong International Asset Management …1$40<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC1$40<0.01%013F-HRTimeline