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Disclosery

CUBE CUBESMART

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REIT (common), issuer CIK 1298675

434 managers (444 13F filers) reported a position in CUBE shares at 2025-03-31, 218,531,648 shares in all. 48 filers opened a position and 63 filers sold out during the quarter.

Managers
434
13F filers
444
New
48
Added
178
Reduced
157
Sold out
63
Shares held by filers
218,531,648

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
HANTZ FINANCIAL SERVICES, INC.88$4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PSI Advisors, LLC85$3.63K<0.01%013F-HRTimeline
Archer Investment Corp80$3.42K<0.01%013F-HRTimeline
West Financial Advisors, LLC75$3.2K<0.01%new13F-HRTimeline
ADIRONDACK TRUST CO75$3.2K<0.01%-4113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…73$3.12K<0.01%-4213F-HRTimelineGroup
Capital Advisors, Ltd. LLC62$3K<0.01%-1113F-HRTimeline
Cornerstone Planning Group LLC72$2.85K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…65$2.78K<0.01%13F-HRTimeline
First Horizon Advisors, Inc.58$2.48K<0.01%+3513F-HRTimeline
Sound Income Strategies, LLC51$2.18K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC50$2.14K<0.01%new13F-HRTimeline
High Note Wealth, LLC49$2.09K<0.01%-5413F-HRTimeline
Physician Wealth Advisors, Inc.48$2.05K<0.01%-213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …42$1.79K<0.01%13F-HRTimelineGroup
Nemes Rush Group LLC36$1.54K<0.01%013F-HRTimeline
Sachetta, LLC35$1.5K<0.01%013F-HRTimeline
Bare Financial Services, Inc31$1.32K<0.01%new13F-HRTimeline
Continuum Advisory, LLC30$1.28K<0.01%+413F-HRTimeline
CVA Family Office, LLC25$1.07K<0.01%new13F-HRTimeline
Blue Trust, Inc.23$982<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc22$940<0.01%+1913F-HRTimeline
Financial Management Professionals, Inc.22$940<0.01%013F-HRTimeline
LRI Investments, LLC20$854<0.01%013F-HRTimeline
Cromwell Holdings LLC18$769<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC16$683<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC17$648<0.01%+1213F-HRTimeline
Dunhill Financial, LLC14$616<0.01%013F-HRTimeline
NewSquare Capital LLC14$598<0.01%+413F-HRTimeline
Hughes Financial Services, LLC12$504<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC10$427<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC5$214<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-77613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.