CubeSmart
CUBE- 交易所
- NYSE
- 產業
- Real Estate Investment Trusts
- SEC CIK
- 0001298675
近 90 天，CubeSmart 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 519 家機構在 13F 申報持有，市值合計 $91.8 億；沒有大師持有。
2022 年第 4 季 13F 持有人
CubeSmart 在 2022/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 360
- 較 2022 年第 3 季 +31 家
- 持有股數
- 2.34 億
- 較 2022 年第 3 季 +1,884 萬 (+8.8%)
- 總市值
- $94.1 億
- 較 2022 年第 3 季 +$8.00 億 (+9.3%)
- 新進機構
- 78
- 另有 155 家加碼
- 清倉機構
- 47
- 另有 93 家減碼
另有 6 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CUBE 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 519 | $91.8 億 |
| 2026 年第 1 季 | 487 | $77.2 億 |
| 2025 年第 4 季 | 465 | $78.5 億 |
| 2025 年第 3 季 | 478 | $85.8 億 |
| 2025 年第 2 季 | 459 | $94.5 億 |
| 2025 年第 1 季 | 442 | $93.3 億 |
| 2024 年第 4 季 | 459 | $94.2 億 |
| 2024 年第 3 季 | 449 | $117.7 億 |
| 2024 年第 2 季 | 422 | $98.4 億 |
| 2024 年第 1 季 | 426 | $98.2 億 |
| 2023 年第 4 季 | 438 | $101.0 億 |
| 2023 年第 3 季 | 414 | $84.7 億 |
| 2023 年第 2 季 | 412 | $100.4 億 |
| 2023 年第 1 季 | 399 | $106.9 億 |
| 2022 年第 4 季 | 360 | $94.1 億 |
| 2022 年第 3 季 | 335 | $86.9 億 |
| 2022 年第 2 季 | 325 | $91.1 億 |
| 2022 年第 1 季 | 361 | $111.4 億 |
| 2021 年第 4 季 | 389 | $122.2 億 |
| 2021 年第 3 季 | 331 | $91.9 億 |
| 2021 年第 2 季 | 295 | $90.5 億 |
| 2021 年第 1 季 | 301 | $74.2 億 |
2022 年第 4 季持有機構
每家機構持有 CubeSmart 的股數、市值與佔組合比重；股數變化跟 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 11 | $0 | 0.00% | +11 | 新進 |
| CVA Family Office, LLC | 5 | $201 | 0.00% | +5 | 新進 |
| Versant Capital Management, Inc | 7 | $282 | 0.00% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 12 | $483 | 0.00% | +12 | 新進 |
| Beaird Harris Wealth Management, LLC | 13 | $523 | 0.00% | +13 | 新進 |
| Glassman Wealth Services | 16 | $644 | 0.00% | +3+23.1% | 加碼 |
| BDO Wealth Advisors, LLC | 16 | $644 | 0.00% | 00.0% | 不變 |
| Endurance Wealth Management, Inc. | 33 | $1,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 17 | $1,000 | 0.00% | +17 | 新進 |
| FIL Ltd | 25 | $1,006 | 0.00% | +13+108.3% | 加碼 |
| Red Tortoise LLC | 38 | $1,530 | 0.00% | +38 | 新進 |
| Concord Wealth Partners | 43 | $1,731 | 0.00% | +43 | 新進 |
| Sound Income Strategies, LLC | 51 | $2,053 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 65 | $2,616 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 66 | $2,656 | 0.00% | −19−22.4% | 減碼 |
| Massmutual Trust Co FSB | 77 | $3,000 | 0.00% | +65+541.7% | 加碼 |
| Corrado Advisors, LLC | 79 | $3,167 | 0.00% | +79 | 新進 |
| Archer Investment Corp | 80 | $3,220 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 81 | $4,000 | 0.00% | −346−81.0% | 減碼 |
| Adirondack Trust Co | 116 | $4,668 | 0.00% | +6+5.5% | 加碼 |
| Global Retirement Partners, LLC | 121 | $4,877 | 0.00% | +41+51.2% | 加碼 |
| Proequities, Inc. | 132 | $5,377 | 0.00% | +73+123.7% | 加碼 |
| Creative Financial Designs Inc | 134 | $5,390 | 0.00% | +2+1.5% | 加碼 |
| Bell Investment Advisors, Inc | 182 | $7,326 | 0.00% | +14+8.3% | 加碼 |
| Ancora Advisors, LLC | 200 | $8,000 | 0.00% | 00.0% | 不變 |
| Heritage Wealth Advisors | 200 | $8,050 | 0.00% | 00.0% | 不變 |
| Gould Capital, LLC | 200 | $8,050 | 0.01% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 205 | $9,000 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 240 | $9,660 | 0.00% | +240 | 新進 |
| Parallel Advisors, LLC | 271 | $1.09 萬 | 0.00% | −110−28.9% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 300 | $1.20 萬 | 0.00% | −200−40.0% | 減碼 |
| North Star Investment Management Corp. | 300 | $1.21 萬 | 0.00% | 00.0% | 不變 |
| JJJ Advisors Inc. | 302 | $1.28 萬 | 0.00% | −74−19.7% | 減碼 |
| Riverview Trust Co | 320 | $1.30 萬 | 0.01% | +320 | 新進 |
| Lindbrook Capital, LLC | 336 | $1.35 萬 | 0.00% | −21−5.9% | 減碼 |
| Quarry LP | 343 | $1.38 萬 | 0.02% | +343 | 新進 |
| Cullen/Frost Bankers, Inc. | 350 | $1.41 萬 | 0.00% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 400 | $1.61 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 424 | $1.71 萬 | 0.00% | −23−5.1% | 減碼 |
| Newbridge Financial Services Group, Inc. | 455 | $1.83 萬 | 0.01% | +3+0.7% | 加碼 |
| Ellevest, Inc. | 462 | $1.86 萬 | 0.00% | +462 | 新進 |
| Signaturefd, LLC | 492 | $1.98 萬 | 0.00% | −384−43.8% | 減碼 |
| Focused Wealth Management, Inc | 500 | $2.01 萬 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 546 | $2.20 萬 | 0.00% | +4+0.7% | 加碼 |
| Bank of New Hampshire | 685 | $2.80 萬 | 0.01% | −130−16.0% | 減碼 |
| Huntington National Bank | 708 | $2.85 萬 | 0.00% | +22+3.2% | 加碼 |
| Allworth Financial LP | 715 | $2.88 萬 | 0.00% | +270+60.7% | 加碼 |
| Farmers & Merchants Investments Inc | 722 | $2.91 萬 | 0.00% | +100+16.1% | 加碼 |
| Covestor Ltd | 744 | $3.00 萬 | 0.02% | +449+152.2% | 加碼 |
| HHM Wealth Advisors, LLC | 777 | $3.13 萬 | 0.01% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 898 | $3.61 萬 | 0.00% | −69−7.1% | 減碼 |
| FinTrust Capital Advisors, LLC | 972 | $3.91 萬 | 0.01% | +100+11.5% | 加碼 |
| Quadrant Capital Group LLC | 1,061 | $4.27 萬 | 0.00% | +869+452.6% | 加碼 |
| PSI Advisors, LLC | 1,125 | $4.53 萬 | 0.02% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 1,229 | $4.95 萬 | 0.01% | +568+85.9% | 加碼 |
| Whittier Trust Co | 1,236 | $4.97 萬 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 1,269 | $5.11 萬 | 0.00% | +200+18.7% | 加碼 |
| Geneos Wealth Management Inc. | 1,301 | $5.24 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,316 | $5.30 萬 | 0.00% | +420+46.9% | 加碼 |
| Rockefeller Capital Management L.P. | 1,468 | $5.80 萬 | 0.00% | +19+1.3% | 加碼 |
| Loomis Sayles & Co L P | 1,788 | $7.20 萬 | 0.00% | −233,629−99.2% | 減碼 |
| Phocas Financial Corp. | 1,800 | $7.25 萬 | 0.01% | +1,800 | 新進 |
| Ci Investments Inc. | 1,922 | $7.70 萬 | 0.00% | +760+65.4% | 加碼 |
| Acadian Asset Management LLC | 1,990 | $8.00 萬 | 0.00% | +1,990 | 新進 |
| Harvest Fund Management Co., Ltd | 2,044 | $8.20 萬 | 0.02% | −345−14.4% | 減碼 |
| Ossiam | 2,326 | $9.36 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 2,642 | $10.6 萬 | 0.04% | +2,642 | 新進 |
| Assetmark, Inc | 2,838 | $11.4 萬 | 0.00% | +38+1.4% | 加碼 |
| GWM Advisors LLC | 5,167 | $12.3 萬 | 0.00% | +5,167 | 新進 |
| Tucker Asset Management LLC | 3,111 | $12.8 萬 | 0.04% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 3,303 | $13.3 萬 | 0.00% | −68,036−95.4% | 減碼 |
| Washington Trust Co | 3,539 | $14.2 萬 | 0.01% | +2+0.1% | 加碼 |
| Advisory Services Network, LLC | 3,589 | $14.4 萬 | 0.00% | +3,589 | 新進 |
| Fifth Third Bancorp | 4,574 | $18.4 萬 | 0.00% | −165−3.5% | 減碼 |
| Kaizen Financial Strategies | 4,846 | $20.2 萬 | 0.20% | −1,086−18.3% | 減碼 |
| Exchange Traded Concepts, LLC | 5,253 | $21.1 萬 | 0.01% | +1,109+26.8% | 加碼 |
| Cetera Investment Advisers | 5,292 | $21.3 萬 | 0.00% | +5,292 | 新進 |
| Commerce Bank | 5,751 | $23.1 萬 | 0.00% | +335+6.2% | 加碼 |
| CIBC Asset Management Inc | 5,803 | $23.4 萬 | 0.00% | −1,696−22.6% | 減碼 |
| Renaissance Group LLC | 5,862 | $24.1 萬 | 0.01% | +5,862 | 新進 |
| Curtis Advisory Group, LLC | 6,146 | $24.7 萬 | 0.10% | −200−3.2% | 減碼 |
| Belpointe Asset Management LLC | 6,237 | $25.1 萬 | 0.02% | +482+8.4% | 加碼 |
| Stephens Inc | 6,308 | $25.4 萬 | 0.01% | +136+2.2% | 加碼 |
| Cetera Advisor Networks LLC | 6,396 | $25.7 萬 | 0.00% | +6,396 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 6,445 | $25.9 萬 | 0.00% | −3,478−35.0% | 減碼 |
| Panagora Asset Management Inc | 6,500 | $26.2 萬 | 0.00% | −208−3.1% | 減碼 |
| Cooper Financial Group | 6,680 | $26.9 萬 | 0.08% | +1,591+31.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 6,738 | $27.1 萬 | 0.01% | +3,255+93.5% | 加碼 |
| Wexford Capital LP | 6,886 | $27.7 萬 | 0.06% | +6,886 | 新進 |
| Metropolitan Life Insurance Co | 6,953 | $28.0 萬 | 0.01% | −29−0.4% | 減碼 |
| Gotham Asset Management, LLC | 7,247 | $29.2 萬 | 0.01% | +7,247 | 新進 |
| XML Financial, LLC | 7,369 | $29.7 萬 | 0.04% | +7,369 | 新進 |
| Premier Asset Management LLC | 7,658 | $30.8 萬 | 0.39% | +2,107+38.0% | 加碼 |
| MML Investors Services, LLC | 8,058 | $32.4 萬 | 0.00% | +873+12.2% | 加碼 |
| Ibex Wealth Advisors | 8,089 | $32.6 萬 | 0.07% | +8,089 | 新進 |
| Vident Investment Advisory, LLC | 8,209 | $33.0 萬 | 0.01% | +294+3.7% | 加碼 |
| Quantbot Technologies LP | 8,419 | $33.9 萬 | 0.02% | −16,517−66.2% | 減碼 |
| Naviter Wealth, LLC | 7,918 | $34.5 萬 | 0.09% | +848+12.0% | 加碼 |
| Norinchukin Bank, The | 8,607 | $34.6 萬 | 0.01% | +1,236+16.8% | 加碼 |
| Emfo, LLC | 8,930 | $35.9 萬 | 0.36% | 00.0% | 不變 |