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 3 季 13F 持有人
CubeSmart 在 2024/9/30 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
- 449
- 較 2024 年第 2 季 +31 家
- 持有股數
- 2.19 億
- 較 2024 年第 2 季 +2,791 萬 (+14.6%)
- 總市值
- $117.7 億
- 較 2024 年第 2 季 +$31.5 億 (+36.5%)
- 新進機構
- 65
- 另有 173 家加碼
- 清倉機構
- 34
- 另有 150 家減碼
另有 4 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 6,642 | $35.8 萬 | 0.00% | +233+3.6% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 6,493 | $35.0 萬 | 0.02% | −34,059−84.0% | 減碼 |
| Arkadios Wealth Advisors | 6,298 | $33.9 萬 | 0.02% | +6,298 | 新進 |
| Mutual Advisors, LLC | 6,889 | $33.8 萬 | 0.01% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 6,271 | $33.8 萬 | 0.02% | +24+0.4% | 加碼 |
| Transcendent Capital Group LLC | 6,258 | $33.7 萬 | 0.17% | +6,258 | 新進 |
| Profund Advisors LLC | 6,139 | $33.0 萬 | 0.01% | −76−1.2% | 減碼 |
| TownSquare Capital, LLC | 6,076 | $32.7 萬 | 0.00% | +6,076 | 新進 |
| PEAK6 Investments LLC | 5,993 | $32.3 萬 | 0.02% | +5,993 | 新進 |
| KBC Group NV | 5,867 | $31.6 萬 | 0.00% | −10.0% | 減碼 |
| AlphaStar Capital Management, LLC | 5,822 | $31.3 萬 | 0.02% | −1,085−15.7% | 減碼 |
| Cerity Partners LLC | 5,768 | $31.0 萬 | 0.00% | +5,768 | 新進 |
| Captrust Financial Advisors | 5,734 | $30.9 萬 | 0.00% | +248+4.5% | 加碼 |
| Lindenwold Advisors | 5,580 | $30.0 萬 | 0.15% | +430+8.3% | 加碼 |
| Deerfield Management Company, L.P. (Series C) | 5,550 | $29.9 萬 | 0.00% | +5,550 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 5,541 | $29.8 萬 | 0.01% | −127−2.2% | 減碼 |
| Renaissance Group LLC | 5,501 | $29.6 萬 | 0.01% | 00.0% | 不變 |
| Howard Bailey Securities, LLC | 5,392 | $29.0 萬 | 0.11% | +5,392 | 新進 |
| Engineers Gate Manager LP | 5,232 | $28.2 萬 | 0.01% | +5,232 | 新進 |
| Rafferty Asset Management, LLC | 5,192 | $27.9 萬 | 0.00% | −359−6.5% | 減碼 |
| Kaizen Financial Strategies | 5,181 | $27.9 萬 | 0.16% | 00.0% | 不變 |
| Colonial Trust Co | 5,232 | $27.8 萬 | 0.04% | +943+22.0% | 加碼 |
| Advisors Asset Management, Inc. | 5,010 | $27.0 萬 | 0.00% | +529+11.8% | 加碼 |
| Raymond James Trust N.A. | 4,991 | $26.9 萬 | 0.01% | −355−6.6% | 減碼 |
| Janney Montgomery Scott LLC | 4,952 | $26.7 萬 | 0.00% | +417+9.2% | 加碼 |
| BTS Asset Management, Inc. | 4,949 | $26.6 萬 | 0.25% | +4,949 | 新進 |
| Curtis Advisory Group, LLC | 4,903 | $26.4 萬 | 0.07% | −109−2.2% | 減碼 |
| Jump Financial, LLC | 4,758 | $25.6 萬 | 0.01% | −15,029−76.0% | 減碼 |
| Greenleaf Trust | 4,748 | $25.6 萬 | 0.00% | +48+1.0% | 加碼 |
| Family Wealth Group, LLC | 4,534 | $24.4 萬 | 0.21% | +4,534 | 新進 |
| SG Americas Securities, LLC | 4,530 | $24.4 萬 | 0.00% | −36,606−89.0% | 減碼 |
| Mercer Global Advisors Inc | 4,362 | $23.1 萬 | 0.00% | +4,362 | 新進 |
| Cary Street Partner Investment Advisory LLC | 4,209 | $22.7 萬 | 0.01% | +4,209 | 新進 |
| Stephens Inc | 4,200 | $22.6 萬 | 0.00% | +4,200 | 新進 |
| Harvest Fund Management Co., Ltd | 4,173 | $22.5 萬 | 0.01% | +2,703+183.9% | 加碼 |
| Castle Rock Wealth Management, LLC | 4,417 | $22.4 萬 | 0.05% | +4,417 | 新進 |
| Ci Investments Inc. | 4,068 | $21.9 萬 | 0.00% | −263−6.1% | 減碼 |
| Atomi Financial Group, Inc. | 4,066 | $21.9 萬 | 0.01% | +4,066 | 新進 |
| RSM US Wealth Management LLC | 4,024 | $21.5 萬 | 0.00% | +4,024 | 新進 |
| Howard Capital Management Group, LLC | 3,946 | $21.2 萬 | 0.01% | +3,946 | 新進 |
| Simplicity Wealth,LLC | 3,856 | $20.8 萬 | 0.02% | +3,856 | 新進 |
| Veriti Management LLC | 3,795 | $20.4 萬 | 0.01% | +3,795 | 新進 |
| Virtus ETF Advisers LLC | 3,609 | $19.4 萬 | 0.09% | −568−13.6% | 減碼 |
| Assetmark, Inc | 3,576 | $19.2 萬 | 0.00% | +161+4.7% | 加碼 |
| Bessemer Group Inc | 3,287 | $17.7 萬 | 0.00% | +67+2.1% | 加碼 |
| GeoWealth Management, LLC | 2,645 | $14.2 萬 | 0.01% | +2,645 | 新進 |
| Exchange Traded Concepts, LLC | 2,610 | $14.0 萬 | 0.00% | −882−25.3% | 減碼 |
| Fifth Third Bancorp | 2,528 | $13.6 萬 | 0.00% | +103+4.2% | 加碼 |
| Washington Trust Co | 2,500 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 2,375 | $12.8 萬 | 0.01% | +819+52.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,347 | $12.6 萬 | 0.00% | +1,784+316.9% | 加碼 |
| ZRC Wealth Management, LLC | 2,250 | $12.1 萬 | 0.05% | 00.0% | 不變 |
| SYSTM Wealth Solutions LLC | 2,077 | $11.2 萬 | 3.39% | −74,385−97.3% | 減碼 |
| Operose Advisors LLC | 1,690 | $9.10 萬 | 0.03% | +1,690 | 新進 |
| Covestor Ltd | 1,563 | $8.50 萬 | 0.05% | −529−25.3% | 減碼 |
| Simplex Trading, LLC | 1,584 | $8.50 萬 | 0.00% | +1,584 | 新進 |
| Anchor Investment Management, LLC | 1,462 | $7.87 萬 | 0.01% | +1,462 | 新進 |
| Quarry LP | 1,371 | $7.38 萬 | 0.02% | +227+19.8% | 加碼 |
| Quadrant Capital Group LLC | 1,348 | $7.26 萬 | 0.01% | +153+12.8% | 加碼 |
| Abich Financial Wealth Management LLC | 1,326 | $7.14 萬 | 0.16% | −115−8.0% | 減碼 |
| CWM, LLC | 1,324 | $7.10 萬 | 0.00% | +123+10.2% | 加碼 |
| Aew Capital Management L P | 1,300 | $7.00 萬 | 0.00% | 00.0% | 不變 |
| Headlands Technologies LLC | 1,218 | $6.56 萬 | 0.01% | +1,218 | 新進 |
| CIBC Private Wealth Group, LLC | 1,180 | $6.35 萬 | 0.00% | +75+6.8% | 加碼 |
| Loomis Sayles & Co L P | 1,163 | $6.30 萬 | 0.00% | +1,127+3,130.6% | 加碼 |
| Skopos Labs, Inc. | 1,100 | $5.92 萬 | 0.02% | +1,100 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,061 | $5.71 萬 | 0.00% | +14+1.3% | 加碼 |
| HHM Wealth Advisors, LLC | 1,035 | $5.57 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 962 | $5.18 萬 | 0.00% | +425+79.1% | 加碼 |
| Alpine Bank Wealth Management | 907 | $4.88 萬 | 0.01% | +907 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 834 | $4.49 萬 | 0.00% | +40+5.0% | 加碼 |
| FinTrust Capital Advisors, LLC | 821 | $4.42 萬 | 0.01% | +45+5.8% | 加碼 |
| Catalyst Funds Management Pty Ltd | 800 | $4.31 萬 | 0.01% | −400−33.3% | 減碼 |
| Sunbelt Securities, Inc. | 767 | $4.13 萬 | 0.00% | −1,818−70.3% | 減碼 |
| Signaturefd, LLC | 763 | $4.11 萬 | 0.00% | −6−0.8% | 減碼 |
| Global Retirement Partners, LLC | 744 | $4.00 萬 | 0.00% | −119−13.8% | 減碼 |
| Wiser Advisor Group LLC | 652 | $3.51 萬 | 0.05% | +6+0.9% | 加碼 |
| Peterson Financial Group, Inc. | 609 | $3.28 萬 | 0.13% | +609 | 新進 |
| Umb Bank N A | 591 | $3.18 萬 | 0.00% | +444+302.0% | 加碼 |
| Rise Advisors, LLC | 587 | $3.16 萬 | 0.02% | +6+1.0% | 加碼 |
| Proequities, Inc. | 580 | $3.12 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 559 | $3.01 萬 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 511 | $2.75 萬 | 0.00% | −30−5.5% | 減碼 |
| Montag A & Associates Inc | 472 | $2.54 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 428 | $2.30 萬 | 0.00% | −56−11.6% | 減碼 |
| Bank of New Hampshire | 415 | $2.23 萬 | 0.01% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 412 | $2.22 萬 | 0.01% | +2+0.5% | 加碼 |
| Syntax Research, Inc. | 409 | $2.20 萬 | 0.01% | −69,639−99.4% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 400 | $2.15 萬 | 0.01% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 394 | $2.12 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 392 | $2.11 萬 | 0.00% | +278+243.9% | 加碼 |
| Whittier Trust Co of Nevada Inc | 341 | $1.84 萬 | 0.00% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 342 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 329 | $1.77 萬 | 0.00% | +18+5.8% | 加碼 |
| Geneos Wealth Management Inc. | 324 | $1.74 萬 | 0.00% | +24+8.0% | 加碼 |
| Ronald Blue Trust, Inc. | 386 | $1.74 萬 | 0.00% | +270+232.8% | 加碼 |
| Riverview Trust Co | 320 | $1.72 萬 | 0.02% | 00.0% | 不變 |
| Spire Wealth Management | 310 | $1.67 萬 | 0.00% | −173−35.8% | 減碼 |
| South State Corp. | 300 | $1.61 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 300 | $1.61 萬 | 0.00% | 00.0% | 不變 |