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Disclosery

CUBE CUBESMART

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REIT (common), issuer CIK 1298675

Filings received so far for Q3 2026: 20 13F filers report a position in CUBE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.598,704$22.5M1.28%new13F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC75,139$2.82M0.04%-24513F-HRTimelineGroup
Pensionfund PDNgroup of 2 filers holding73,700$2.77M-5,800Timeline
Miller Global Investments, LLC23,898$898K0.72%013F-HRTimeline
CoreCap Advisors, LLC14,163$532K0.02%-2,80713F-HRTimeline
Monument Capital Management10,180$383K0.08%-84613F-HRTimeline
Versant Capital Management, Inc8,072$303K0.03%+1,80113F-HRTimeline
Kaizen Financial Strategies5,852$220K0.09%+7313F-HRTimeline
GAMMA Investing LLC4,751$179K0.01%+1,20413F-HRTimeline
Farther Finance Advisors, LLC4,605$173K<0.01%+19213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,830$68.8K0.02%+41313F-HRTimeline
CX Institutional603$23K<0.01%+27713F-HRTimeline
Bank of New Hampshire415$15.6K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB215$8.08K<0.01%-14513F-HRTimeline
Roxbury Financial LLC193$7.26K0.01%+213F-HRTimeline
GoalVest Advisory LLC168$6.31K<0.01%new13F-HRTimeline
GK Wealth Management LLC113$4.25K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…65$2.44K<0.01%013F-HRTimeline
Planning Strategies Inc.9$338<0.01%013F-HRTimeline