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。
2023 年第 3 季 13F 持有人
CubeSmart 在 2023/9/30 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
- 414
- 較 2023 年第 2 季 +6 家
- 持有股數
- 2.22 億
- 較 2023 年第 2 季 −275.2 萬 (−1.2%)
- 總市值
- $84.7 億
- 較 2023 年第 2 季 −$15.7 億 (−15.6%)
- 新進機構
- 43
- 另有 155 家加碼
- 清倉機構
- 37
- 另有 161 家減碼
另有 4 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 |
2023 年第 3 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Connacht Asset Management LP | 7,769 | $29.6 萬 | 1.76% | −7,059−47.6% | 減碼 |
| XML Financial, LLC | 7,591 | $28.9 萬 | 0.03% | +59+0.8% | 加碼 |
| Baird Financial Group, Inc. | 7,510 | $28.6 萬 | 0.00% | +7,510 | 新進 |
| Los Angeles Capital Management LLC | 7,432 | $28.3 萬 | 0.00% | +7,432 | 新進 |
| United Capital Financial Advisers, LLC | 7,426 | $28.3 萬 | 0.00% | −1,687−18.5% | 減碼 |
| Advisors Asset Management, Inc. | 7,384 | $28.2 萬 | 0.01% | −19,381−72.4% | 減碼 |
| Mutual Advisors, LLC | 7,204 | $27.5 萬 | 0.01% | −162−2.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 7,193 | $27.4 萬 | 0.00% | +7,193 | 新進 |
| Impact Partnership Wealth, LLC | 7,127 | $27.2 萬 | 0.08% | +7,060+10,537.3% | 加碼 |
| Yorktown Management & Research Co Inc | 7,100 | $27.1 萬 | 0.30% | +400+6.0% | 加碼 |
| Leonteq Securities AG | 7,096 | $27.1 萬 | 0.03% | −893−11.2% | 減碼 |
| Bridgefront Capital, LLC | 7,048 | $26.9 萬 | 0.19% | −7,047−50.0% | 減碼 |
| Metropolitan Life Insurance Co | 6,904 | $26.3 萬 | 0.01% | +41+0.6% | 加碼 |
| Wedbush Securities Inc | 6,613 | $25.2 萬 | 0.01% | +6,613 | 新進 |
| Wolverine Trading, LLC | 6,608 | $25.2 萬 | 0.00% | −6,845−50.9% | 減碼 |
| Panagora Asset Management Inc | 6,500 | $24.8 萬 | 0.00% | 00.0% | 不變 |
| CIBC Asset Management Inc | 6,409 | $24.4 萬 | 0.00% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 6,393 | $24.4 萬 | 0.11% | +3,163+97.9% | 加碼 |
| Belpointe Asset Management LLC | 6,349 | $24.2 萬 | 0.03% | −25−0.4% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 6,249 | $23.8 萬 | 0.09% | +6,249 | 新進 |
| QRG Capital Management, Inc. | 6,165 | $23.5 萬 | 0.00% | +6,165 | 新進 |
| Ossiam | 6,074 | $23.2 萬 | 0.00% | −942−13.4% | 減碼 |
| Profund Advisors LLC | 6,074 | $23.2 萬 | 0.01% | −845−12.2% | 減碼 |
| Mackenzie Financial Corp | 5,985 | $22.2 萬 | 0.00% | −2,654−30.7% | 減碼 |
| Malaga Cove Capital, LLC | 5,805 | $22.1 萬 | 0.10% | +5,805 | 新進 |
| Cary Street Partner Investment Advisory LLC | 5,761 | $22.0 萬 | 0.01% | +1,051+22.3% | 加碼 |
| Cetera Investment Advisers | 5,621 | $21.4 萬 | 0.00% | −1,113−16.5% | 減碼 |
| Raymond James Trust N.A. | 5,538 | $21.1 萬 | 0.01% | +27+0.5% | 加碼 |
| Curtis Advisory Group, LLC | 5,334 | $20.3 萬 | 0.07% | −900−14.4% | 減碼 |
| Renaissance Group LLC | 5,202 | $20.1 萬 | 0.01% | 00.0% | 不變 |
| Bessemer Group Inc | 5,114 | $19.5 萬 | 0.00% | +38+0.7% | 加碼 |
| Colonial Trust Co | 4,572 | $17.4 萬 | 0.04% | +106+2.4% | 加碼 |
| Virtus ETF Advisers LLC | 4,482 | $17.1 萬 | 0.10% | −428−8.7% | 減碼 |
| Fifth Third Bancorp | 4,416 | $16.8 萬 | 0.00% | −168−3.7% | 減碼 |
| KBC Group NV | 3,735 | $14.2 萬 | 0.00% | +3,735 | 新進 |
| PSI Advisors, LLC | 3,710 | $14.1 萬 | 0.06% | +2,585+229.8% | 加碼 |
| Point72 Asset Management, L.P. | 3,594 | $13.7 萬 | 0.00% | +3,594 | 新進 |
| Assetmark, Inc | 3,294 | $12.6 萬 | 0.00% | −29−0.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 3,180 | $12.1 萬 | 0.00% | −3,590−53.0% | 減碼 |
| Sunbelt Securities, Inc. | 3,103 | $11.8 萬 | 0.02% | −5−0.2% | 減碼 |
| Exchange Traded Concepts, LLC | 3,011 | $11.5 萬 | 0.00% | +143+5.0% | 加碼 |
| GWM Advisors LLC | 2,889 | $11.0 萬 | 0.00% | +4+0.1% | 加碼 |
| Washington Trust Co | 2,532 | $9.65 萬 | 0.00% | −1,003−28.4% | 減碼 |
| Quadrant Capital Group LLC | 2,308 | $8.80 萬 | 0.01% | +1,231+114.3% | 加碼 |
| Ci Investments Inc. | 2,294 | $8.70 萬 | 0.00% | +11+0.5% | 加碼 |
| Harvest Fund Management Co., Ltd | 2,044 | $7.80 萬 | 0.01% | 00.0% | 不變 |
| Tucker Asset Management LLC | 1,620 | $6.18 萬 | 0.02% | −396−19.6% | 減碼 |
| Covestor Ltd | 1,444 | $5.50 萬 | 0.04% | +573+65.8% | 加碼 |
| Geneos Wealth Management Inc. | 1,300 | $4.96 萬 | 0.00% | −1−0.1% | 減碼 |
| Whittier Trust Co | 1,251 | $4.77 萬 | 0.00% | +15+1.2% | 加碼 |
| CWM, LLC | 1,175 | $4.50 萬 | 0.00% | +165+16.3% | 加碼 |
| PEAK6 Investments LLC | 1,171 | $4.46 萬 | 0.00% | +1,171 | 新進 |
| Huntington National Bank | 983 | $3.75 萬 | 0.00% | +214+27.8% | 加碼 |
| Eagle Bay Advisors LLC | 878 | $3.35 萬 | 0.02% | −79−8.3% | 減碼 |
| FinTrust Capital Advisors, LLC | 794 | $3.03 萬 | 0.01% | −178−18.3% | 減碼 |
| Allworth Financial LP | 774 | $2.95 萬 | 0.00% | +20+2.7% | 加碼 |
| HHM Wealth Advisors, LLC | 676 | $2.58 萬 | 0.01% | 00.0% | 不變 |
| JJJ Advisors Inc. | 630 | $2.40 萬 | 0.01% | +328+108.6% | 加碼 |
| Parallel Advisors, LLC | 605 | $2.31 萬 | 0.00% | +12+2.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 576 | $2.20 萬 | 0.00% | +172+42.6% | 加碼 |
| VisionPoint Advisory Group, LLC | 539 | $2.06 萬 | 0.01% | +238+79.1% | 加碼 |
| South State Corp. | 536 | $2.04 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 491 | $1.87 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 474 | $1.81 萬 | 0.00% | +234+97.5% | 加碼 |
| Capital Analysts, LLC | 476 | $1.80 萬 | 0.00% | +3+0.6% | 加碼 |
| Newbridge Financial Services Group, Inc. | 462 | $1.76 萬 | 0.01% | 00.0% | 不變 |
| Bank of New Hampshire | 415 | $1.58 萬 | 0.00% | −270−39.4% | 減碼 |
| Signaturefd, LLC | 403 | $1.54 萬 | 0.00% | −123−23.4% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 400 | $1.53 萬 | 0.01% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 368 | $1.40 萬 | 0.00% | +32+9.5% | 加碼 |
| Centerpoint Advisors, LLC | 346 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Riverview Trust Co | 320 | $1.22 萬 | 0.01% | 00.0% | 不變 |
| North Star Investment Management Corp. | 300 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 282 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| Marquette Asset Management, LLC | 253 | $9,647 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 220 | $8,389 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 212 | $8,083 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 215 | $8,000 | 0.00% | +215 | 新進 |
| Ancora Advisors, LLC | 200 | $7,626 | 0.00% | 00.0% | 不變 |
| Heritage Wealth Advisors | 200 | $7,626 | 0.00% | 00.0% | 不變 |
| Gould Capital, LLC | 200 | $7,502 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 183 | $6,978 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 181 | $6,902 | 0.00% | −1−0.5% | 減碼 |
| Venturi Wealth Management, LLC | 150 | $5,720 | 0.00% | +150 | 新進 |
| IFP Advisors, Inc | 140 | $5,339 | 0.00% | −297−68.0% | 減碼 |
| Creative Financial Designs Inc | 138 | $5,275 | 0.00% | +1+0.7% | 加碼 |
| Proequities, Inc. | 132 | $5,097 | 0.00% | 00.0% | 不變 |
| Adirondack Trust Co | 116 | $4,422 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 115 | $4,385 | 0.00% | +38+49.4% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 113 | $4,000 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 100 | $3,813 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 85 | $3,241 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 84 | $3,094 | 0.00% | −40−32.3% | 減碼 |
| Archer Investment Corp | 80 | $3,050 | 0.00% | 00.0% | 不變 |
| Quarry LP | 70 | $2,669 | 0.00% | −757−91.5% | 減碼 |
| Parkside Financial Bank & Trust | 66 | $2,517 | 0.00% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 66 | $2,517 | 0.00% | +54+450.0% | 加碼 |
| Earnest Partners LLC | 65 | $2,478 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 63 | $2,403 | 0.00% | +63 | 新進 |
| LGT Financial Advisors LLC | 60 | $2,288 | 0.00% | +60 | 新進 |