Skip to content
Disclosery

CUBE CUBESMART

Follow

REIT (common), issuer CIK 1298675

452 managers (465 13F filers) reported a position in CUBE shares at 2025-12-31, 217,974,552 shares in all. 55 filers opened a position and 72 filers sold out during the quarter.

Managers
452
13F filers
465
New
55
Added
158
Reduced
181
Sold out
72
Shares held by filers
217,974,552

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Bell Investment Advisors, Inc176$6.34K<0.01%+2813F-HRTimeline
ROTHSCHILD INVESTMENT LLC172$6.2K<0.01%+8213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp165$5.95K<0.01%+11613F-HRTimelineGroup
Red Tortoise LLC153$5.52K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.135$4.87K<0.01%+2913F-HRTimeline
Essential Partners LLC131$4.72K<0.01%+12413F-HRTimeline
Salomon & Ludwin, LLC131$4.65K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC117$4.22K<0.01%new13F-HRTimeline
Addison Advisors LLC109$3.93K<0.01%-5613F-HRTimeline
Rossby Financial, LCC106$3.82K<0.01%new13F-HRTimeline
MTM Investment Management, LLC104$3.75K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC100$3.6K<0.01%013F-HRTimeline
CX Institutional70$3K<0.01%-44213F-HRTimeline
Archer Investment Corp80$2.88K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC75$2.77K<0.01%-113F-HRTimeline
FIRST HORIZON CORP71$2.56K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC66$2.38K<0.01%13F-HRTimeline
MJT & Associates Financial Advisory Gro…65$2.34K<0.01%013F-HR/ATimeline
Rialto Wealth Management, LLC63$2.27K<0.01%new13F-HRTimeline
True Wealth Design, LLC55$1.98K<0.01%-75013F-HRTimeline
LANARK FINANCIAL, INC.49$1.77K<0.01%+1413F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC48$1.73K<0.01%13F-HRTimeline
ORG Partners LLC47$1.69K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.45$1.62K<0.01%new13F-HRTimeline
CVA Family Office, LLC42$1.51K<0.01%+2913F-HRTimeline
Bare Financial Services, Inc40$1.44K<0.01%-6013F-HRTimeline
Physician Wealth Advisors, Inc.38$1.37K<0.01%-2613F-HRTimeline
Bullock Wealth Management Group35$1.26K<0.01%013F-HRTimeline
SageView Advisory Group, LLC30$1.08K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC28$1.01K<0.01%13F-HR/ATimeline
Capital Advisors, Ltd. LLC20$1K<0.01%013F-HRTimeline
Sachetta, LLC22$794<0.01%-5613F-HRTimeline
LRI Investments, LLC20$721<0.01%013F-HRTimeline
Golden State Wealth Management, LLC19$685<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC16$577<0.01%013F-HRTimeline
Private Wealth Management Group, LLC16$577<0.01%new13F-HRTimeline
TFC Financial Management, Inc.15$541<0.01%new13F-HRTimeline
North Star Investment Management Corp.14$505<0.01%-28613F-HRTimeline
OPTIMA CAPITAL LLC14$505<0.01%new13F-HRTimeline
Dunhill Financial, LLC13$482<0.01%new13F-HRTimeline
Root Financial Partners, LLC13$469<0.01%new13F-HRTimeline
Sound Income Strategies, LLC10$396<0.01%013F-HRTimeline
Quaker Wealth Management, LLC10$361<0.01%+413F-HRTimeline
Blue Trust, Inc.9$324<0.01%-1413F-HRTimeline
Cromwell Holdings LLC9$324<0.01%-913F-HRTimeline
Principia Wealth Advisory, LLC9$324<0.01%-1313F-HRTimeline
Operose Advisors LLC8$288<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.7$252<0.01%new13F-HRTimeline
American Capital Advisory, LLC6$217<0.01%-713F-HRTimeline
DecisionPoint Financial, LLC4$145<0.01%013F-HRTimeline
Copeland Capital Management, LLC2$103<0.01%-3413F-HRTimeline
Avion Wealth13$00%-1313F-HRTimelineValue filed as zero, left out of ratios.