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Disclosery

CUBE CUBESMART

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REIT (common), issuer CIK 1298675

467 managers (478 13F filers) reported a position in CUBE shares at 2025-09-30, 211,003,871 shares in all. 67 filers opened a position and 48 filers sold out during the quarter.

Managers
467
13F filers
478
New
67
Added
177
Reduced
172
Sold out
48
Shares held by filers
211,003,871

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Rise Advisors, LLC381$15.5K0.01%-813F-HRTimeline
Caitong International Asset Management …371$15.1K0.01%+18813F-HRTimeline
HHM Wealth Advisors, LLC360$14.6K<0.01%-62713F-HRTimeline
West Branch Capital LLC333$13.5K<0.01%new13F-HRTimeline
PEREGRINE CAPITAL MANAGEMENT LLC310$12.6K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management308$12.5K<0.01%+413F-HRTimelineGroup
North Star Investment Management Corp.300$12.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.300$12.2K<0.01%-59313F-HRTimeline
Dogwood Wealth Management LLC293$11.9K0.01%+12813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp266$10.8K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC260$10.6K<0.01%+6813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC251$10.2K<0.01%-413F-HRTimeline
WHITTIER TRUST CO236$9.61K<0.01%-34213F-HRTimeline
CENTRAL TRUST Co220$8.95K<0.01%013F-HRTimeline
Investors Research Corp213$8.66K<0.01%013F-HRTimeline
MAI Capital Management204$8.29K<0.01%-7113F-HRTimeline
Heritage Wealth Advisors200$8.13K<0.01%013F-HRTimeline
Gould Capital, LLC200$8.13K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…197$8.01K<0.01%+1513F-HRTimelineGroup
Parkside Financial Bank & Trust191$7.77K<0.01%+1513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV188$7.64K<0.01%+213F-HRTimeline
Roxbury Financial LLC185$7.51K0.01%+213F-HRTimeline
Addison Advisors LLC165$6.71K<0.01%-6313F-HRTimeline
Red Tortoise LLC153$6.22K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc148$6.02K<0.01%-2113F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.134$5.45K<0.01%-11113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.106$4.31K<0.01%013F-HRTimeline
MTM Investment Management, LLC104$4.23K<0.01%013F-HRTimeline
Bare Financial Services, Inc100$4.07K<0.01%-1113F-HRTimeline
Chung Wu Investment Group, LLC100$4.07K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC90$3.66K<0.01%+7013F-HRTimeline
Archer Investment Corp80$3.25K<0.01%013F-HRTimeline
Sachetta, LLC78$3.17K<0.01%+5613F-HRTimeline
Cornerstone Planning Group LLC76$2.96K<0.01%+313F-HRTimeline
FIRST HORIZON CORP71$2.89K<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…67$2.72K<0.01%new13F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…65$2.64K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.64$2.6K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC64$2.6K<0.01%013F-HRTimeline
JPL Wealth Management, LLC57$2.32K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp49$1.99K<0.01%-32513F-HRTimelineGroup
Glen Eagle Advisors, LLC46$1.87K<0.01%new13F-HRTimeline
Copeland Capital Management, LLC36$1.5K<0.01%-10913F-HRTimeline
Nemes Rush Group LLC36$1.46K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.35$1.42K<0.01%-513F-HRTimeline
Bullock Wealth Management Group35$1.42K<0.01%new13F-HRTimeline
Avion Wealth26$1K<0.01%+113F-HRTimeline
Capital Advisors, Ltd. LLC20$1K<0.01%013F-HRTimeline
Blue Trust, Inc.23$935<0.01%new13F-HRTimeline
Hughes Financial Services, LLC25$916<0.01%+1213F-HRTimeline
Financial Management Professionals, Inc.22$895<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC22$895<0.01%+1613F-HRTimeline
LRI Investments, LLC20$813<0.01%013F-HRTimeline
Guerra Advisors Inc20$813<0.01%new13F-HRTimeline
Cromwell Holdings LLC18$732<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC16$651<0.01%013F-HRTimeline
AdvisorNet Financial, Inc14$569<0.01%-113F-HRTimeline
CVA Family Office, LLC13$529<0.01%+113F-HRTimeline
American Capital Advisory, LLC13$529<0.01%+313F-HRTimeline
FINANCIAL CONSULATE, INC12$488<0.01%new13F-HRTimeline
Sound Income Strategies, LLC10$398<0.01%-4113F-HRTimeline
Operose Advisors LLC8$325<0.01%new13F-HRTimeline
Essential Partners LLC7$285<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC6$244<0.01%013F-HRTimeline
DecisionPoint Financial, LLC4$162<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2$82<0.01%013F-HRTimeline
Cloud Capital Management, LLC4$00%new13F-HRTimelineValue filed as zero, left out of ratios.