CUBE · Company research
CubeSmart (CUBE): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| PEREGRINE CAPITAL MANAGEMENT LLC | 764529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 730 | 29032 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Grey Fox Wealth Advisors, LLC | 1965362 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5989 | 238183 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Kera Capital Partners, Inc. | 2040353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15574 | 619378 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pensionfund PDN | 1297731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53800 | 2140 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20218 | 804 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87515 | 3480472 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1204902 | 49039511 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DekaBank Deutsche Girozentrale | 1456228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 160181 | 5730 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Sanctuary Advisors, LLC | 1777271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19311 | 767993 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GRS Advisors, LLC | 1544554 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68014 | 2704917 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Atom Investors LP | 1738902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35478 | 1410960 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORDEA INVESTMENT MANAGEMENT AB | 1218210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 263865 | 10512382 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13019 | 517780 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| 111 Capital | 2060412 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12359 | 491517 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| HHM Wealth Advisors, LLC | 1750086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 360 | 14318 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 296092 | 11775579 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BESSEMER GROUP INC | 1054074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 569 | 23 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Park Place Capital Corp | 1965810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8195 | 325915 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26 | 1034 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135608 | 5393130 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SIT INVESTMENT ASSOCIATES INC | 769317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25300 | 1006 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Vision Capital Corp | 1764403 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 696812 | 27712213 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Boston Trust Walden Corp | 1534866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 619948 | 24655332 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 322646 | 12831644 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DHJJ Financial Advisors, Ltd. | 1844716 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 597 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| PINNACLE ASSOCIATES LTD | 743127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12910 | 513431 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 655 | 26049 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4700 | 186919 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GSI Capital Advisors LLC | 1391974 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92300 | 3670771 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SUMMIT SECURITIES GROUP LLC | 1531593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5424 | 215712 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Campbell & CO Investment Adviser LLC | 1353570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23240 | 924255 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84050 | 3342669 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| New Age Alpha Advisors, LLC | 1764807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46222 | 1838249 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Nordwand Advisors, LLC | 1962713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29000 | 1153330 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 775557 | 30843902 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| FRANKLIN RESOURCES INC | 38777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 367454 | 14613646 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Dogwood Wealth Management LLC | 2056922 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 1114 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70771 | 2814563 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GF FUND MANAGEMENT CO. LTD. | 2057060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3038 | 120821 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Treasurer of the State of North Carolina | 1761054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96344 | 3832 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 186070 | 7400007 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3547 | 141064 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| NATIXIS | 1274981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23296 | 926482 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bruce G. Allen Investments, LLC | 2005409 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 636 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| TFC Financial Management, Inc. | 1827844 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 597 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 387062 | 15393456 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VestGen Advisors, LLC | 2050130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8835 | 351368 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BAMCO INC /NY/ | 1017918 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 233813 | 9298743 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40773 | 1621542 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Allspring Global Investments Holdings, LLC | 1890906 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 162997 | 6541070 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Continuum Advisory, LLC | 1846532 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70 | 2784 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86200 | 3428174 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1903880 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8075 | 321143 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| RENAISSANCE GROUP LLC | 944234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5118 | 203543 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100901 | 4013 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 518 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1817652 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11965 | 475848 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17802 | 707993 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22774 | 905722 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Jackson, Grant Investment Advisers, Inc. | 1650300 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 166 | 6602 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| SECURIAN ASSET MANAGEMENT, INC | 1035350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16697 | 699437 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| BRIGHTON JONES LLC | 1360798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28083 | 1116861 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 762152 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53000 | 2107810 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Polymer Capital Management (US) LLC | 1973324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42400 | 1686248 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6271 | 249398 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| EXCHANGE TRADED CONCEPTS, LLC | 1457320 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101411 | 4033115 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| BLAIR WILLIAM & CO/IL | 902367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12432 | 494434 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Norinchukin Bank, The | 1496637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9795 | 389547 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1154052 | 45896648 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Mirae Asset Global Investments Co., Ltd. | 1569395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 937 | 37264 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Measured Risk Portfolios, Inc. | 1576704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58300 | 2318591 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 181235 | 7207716 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 326 | 13 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Miller Global Investments, LLC | 2099097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23898 | 950423 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 455700 | 18123189 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7234392 | 287711765 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Perpetual Ltd | 1647273 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22869 | 909500 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| O'Brien Greene & Co. Inc | 1768635 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7286 | 289764 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Essential Partners LLC | 2136442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5071 | 201674 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115387 | 4588941 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.