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。
2024 年第 1 季 13F 持有人
CubeSmart 在 2024/3/31 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
- 426
- 較 2023 年第 4 季 −10 家
- 持有股數
- 2.17 億
- 較 2023 年第 4 季 −65.9 萬 (−0.3%)
- 總市值
- $98.2 億
- 較 2023 年第 4 季 −$2.80 億 (−2.8%)
- 新進機構
- 50
- 另有 164 家加碼
- 清倉機構
- 60
- 另有 139 家減碼
另有 2 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 6,617 | $29.9 萬 | 0.00% | +435+7.0% | 加碼 |
| Fulcrum Equity Management | 6,484 | $29.3 萬 | 0.35% | +72+1.1% | 加碼 |
| CIBC Asset Management Inc | 6,409 | $29.0 萬 | 0.00% | 00.0% | 不變 |
| Nations Financial Group Inc, | 6,393 | $28.9 萬 | 0.02% | +1,640+34.5% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 5,980 | $27.0 萬 | 0.01% | +5,980 | 新進 |
| Householder Group Estate & Retirement Specialist, LLC | 5,903 | $26.7 萬 | 0.08% | −1,077−15.4% | 減碼 |
| Belpointe Asset Management LLC | 5,859 | $26.5 萬 | 0.02% | +29+0.5% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 5,760 | $26.0 萬 | 0.01% | +5,760 | 新進 |
| Kestra Advisory Services, LLC | 5,689 | $26.0 萬 | 0.00% | +5,689 | 新進 |
| Raymond James Trust N.A. | 5,751 | $26.0 萬 | 0.01% | +100+1.8% | 加碼 |
| Level Four Advisory Services, LLC | 5,504 | $25.5 萬 | 0.01% | 00.0% | 不變 |
| Captrust Financial Advisors | 5,352 | $24.2 萬 | 0.00% | −965−15.3% | 減碼 |
| Renaissance Group LLC | 5,325 | $24.2 萬 | 0.01% | +123+2.4% | 加碼 |
| Lindenwold Advisors | 5,273 | $23.8 萬 | 0.13% | +5,273 | 新進 |
| Curtis Advisory Group, LLC | 5,183 | $23.4 萬 | 0.09% | −151−2.8% | 減碼 |
| Virtue Capital Management, LLC | 5,231 | $22.9 萬 | 0.04% | +5,231 | 新進 |
| Kaizen Financial Strategies | 5,071 | $22.9 萬 | 0.16% | +23+0.5% | 加碼 |
| Advisory Services Network, LLC | 4,974 | $22.5 萬 | 0.00% | −1,021−17.0% | 減碼 |
| Greenleaf Trust | 4,939 | $22.3 萬 | 0.00% | −10−0.2% | 減碼 |
| Systematic Portfolios LLC | 4,807 | $21.7 萬 | 0.75% | +4,807 | 新進 |
| Cerity Partners LLC | 4,801 | $21.7 萬 | 0.00% | +4,801 | 新進 |
| American Assets Investment Management, LLC | 4,800 | $21.7 萬 | 0.02% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 4,687 | $21.2 萬 | 0.01% | −204−4.2% | 減碼 |
| Janney Montgomery Scott LLC | 4,637 | $21.0 萬 | 0.00% | −92−1.9% | 減碼 |
| Mercer Global Advisors Inc | 4,605 | $20.8 萬 | 0.00% | +4,605 | 新進 |
| KBC Group NV | 4,574 | $20.7 萬 | 0.00% | +474+11.6% | 加碼 |
| Inspire Advisors, LLC | 4,575 | $20.7 萬 | 0.03% | +174+4.0% | 加碼 |
| Colonial Trust Co | 4,289 | $19.5 萬 | 0.04% | +2,300+115.6% | 加碼 |
| Advisors Asset Management, Inc. | 4,219 | $19.1 萬 | 0.00% | −1,988−32.0% | 減碼 |
| IFP Advisors, Inc | 4,002 | $18.1 萬 | 0.01% | +381+10.5% | 加碼 |
| Virtus ETF Advisers LLC | 3,954 | $17.9 萬 | 0.09% | −1,251−24.0% | 減碼 |
| Ci Investments Inc. | 3,937 | $17.8 萬 | 0.00% | +1,066+37.1% | 加碼 |
| Harbor Capital Advisors, Inc. | 3,703 | $16.7 萬 | 0.02% | +3,703 | 新進 |
| Assetmark, Inc | 3,352 | $15.2 萬 | 0.00% | −18−0.5% | 減碼 |
| Bessemer Group Inc | 3,220 | $14.5 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 2,637 | $11.9 萬 | 0.08% | +278+11.8% | 加碼 |
| Exchange Traded Concepts, LLC | 2,627 | $11.9 萬 | 0.00% | −16−0.6% | 減碼 |
| Washington Trust Co | 2,500 | $11.3 萬 | 0.00% | 00.0% | 不變 |
| ZRC Wealth Management, LLC | 2,250 | $10.2 萬 | 0.05% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,114 | $9.56 萬 | 0.00% | −151−6.7% | 減碼 |
| Harvest Fund Management Co., Ltd | 1,943 | $8.80 萬 | 0.01% | +1,138+141.4% | 加碼 |
| Sunbelt Securities, Inc. | 1,873 | $8.47 萬 | 0.01% | −31−1.6% | 減碼 |
| Private Trust Co NA | 1,523 | $6.89 萬 | 0.01% | +134+9.6% | 加碼 |
| Tucker Asset Management LLC | 1,412 | $6.39 萬 | 0.01% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,242 | $5.62 萬 | 0.00% | +84+7.3% | 加碼 |
| Group One Trading, L.P. | 1,240 | $5.61 萬 | 0.00% | +1,240 | 新進 |
| PSI Advisors, LLC | 1,210 | $5.47 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 1,162 | $5.30 萬 | 0.00% | +118+11.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 1,105 | $4.98 萬 | 0.00% | +1,105 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,066 | $4.82 萬 | 0.00% | −182−14.6% | 減碼 |
| HHM Wealth Advisors, LLC | 1,035 | $4.68 萬 | 0.01% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,000 | $4.52 萬 | 0.00% | +1,000 | 新進 |
| Eagle Bay Advisors LLC | 893 | $4.08 萬 | 0.03% | +7+0.8% | 加碼 |
| FinTrust Capital Advisors, LLC | 825 | $3.73 萬 | 0.01% | −37−4.3% | 減碼 |
| National Bank of Canada | 846 | $3.61 萬 | 0.00% | +16+1.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 765 | $3.46 萬 | 0.00% | +765 | 新進 |
| Signaturefd, LLC | 700 | $3.17 萬 | 0.00% | +5+0.7% | 加碼 |
| Parallel Advisors, LLC | 674 | $3.05 萬 | 0.00% | +387+134.8% | 加碼 |
| GAMMA Investing LLC | 644 | $2.91 萬 | 0.01% | −9−1.4% | 減碼 |
| Wiser Advisor Group LLC | 637 | $2.88 萬 | 0.05% | +6+1.0% | 加碼 |
| Proequities, Inc. | 580 | $2.65 萬 | 0.00% | +448+339.4% | 加碼 |
| Rise Advisors, LLC | 574 | $2.60 萬 | 0.01% | +574 | 新進 |
| Mather Group, LLC. | 556 | $2.58 萬 | 0.00% | +556 | 新進 |
| Northwestern Mutual Wealth Management Co | 549 | $2.48 萬 | 0.00% | +25+4.8% | 加碼 |
| Spire Wealth Management | 483 | $2.18 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 472 | $2.16 萬 | 0.00% | +472 | 新進 |
| Allworth Financial LP | 458 | $2.07 萬 | 0.00% | 00.0% | 不變 |
| JJJ Advisors Inc. | 420 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Bank of New Hampshire | 415 | $1.88 萬 | 0.00% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 400 | $1.81 萬 | 0.01% | 00.0% | 不變 |
| Quarry LP | 387 | $1.75 萬 | 0.01% | −975−71.6% | 減碼 |
| Centerpoint Advisors, LLC | 346 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 347 | $1.57 萬 | 0.00% | +22+6.8% | 加碼 |
| Kelly Financial Services LLC | 322 | $1.46 萬 | 0.01% | +196+155.6% | 加碼 |
| Riverview Trust Co | 320 | $1.45 萬 | 0.01% | +320 | 新進 |
| South State Corp. | 300 | $1.36 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 300 | $1.36 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 300 | $1.36 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 282 | $1.27 萬 | 0.00% | −343−54.9% | 減碼 |
| Whittier Trust Co | 236 | $1.07 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 227 | $1.03 萬 | 0.00% | +217+2,170.0% | 加碼 |
| Central Trust Co | 220 | $9,949 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 212 | $9,586 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 200 | $9,044 | 0.00% | 00.0% | 不變 |
| Heritage Wealth Advisors | 200 | $9,044 | 0.00% | 00.0% | 不變 |
| Gould Capital, LLC | 200 | $9,044 | 0.01% | 00.0% | 不變 |
| GWM Advisors LLC | 191 | $8,643 | 0.00% | −333−63.5% | 減碼 |
| NBC Securities, Inc. | 189 | $8,000 | 0.00% | +8+4.4% | 加碼 |
| Parkside Financial Bank & Trust | 169 | $7,643 | 0.00% | 00.0% | 不變 |
| Walleye Trading LLC | 169 | $7,642 | 0.00% | −14,160−98.8% | 減碼 |
| Huntington National Bank | 165 | $7,461 | 0.00% | −158−48.9% | 減碼 |
| Bell Investment Advisors, Inc | 156 | $7,055 | 0.00% | 00.0% | 不變 |
| Red Tortoise LLC | 153 | $6,919 | 0.00% | 00.0% | 不變 |
| Operose Advisors LLC | 145 | $6,557 | 0.00% | +145 | 新進 |
| Creative Financial Designs Inc | 140 | $6,318 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 120 | $5,426 | 0.00% | +13+12.1% | 加碼 |
| Adirondack Trust Co | 116 | $5,245 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 114 | $5,147 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 106 | $4,793 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 100 | $4,522 | 0.00% | 00.0% | 不變 |