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。
2025 年第 1 季 13F 持有人
CubeSmart 在 2025/3/31 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
- 442
- 較 2024 年第 4 季 −12 家
- 持有股數
- 2.19 億
- 較 2024 年第 4 季 −7.60 萬 (0.0%)
- 總市值
- $93.3 億
- 較 2024 年第 4 季 −$3,258 萬 (−0.3%)
- 新進機構
- 53
- 另有 178 家加碼
- 清倉機構
- 65
- 另有 155 家減碼
另有 5 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 3,179 | $13.6 萬 | 0.00% | −167,910−98.1% | 減碼 |
| Quarry LP | 3,256 | $13.9 萬 | 0.04% | −1,940−37.3% | 減碼 |
| GeoWealth Management, LLC | 3,425 | $14.6 萬 | 0.01% | +351+11.4% | 加碼 |
| Virtus Investment Advisers, Inc. | 3,514 | $15.0 萬 | 0.04% | +3,514 | 新進 |
| Bessemer Group Inc | 3,721 | $15.8 萬 | 0.00% | +255+7.4% | 加碼 |
| Assetmark, Inc | 4,236 | $18.1 萬 | 0.00% | +589+16.2% | 加碼 |
| GF Fund Management Co. Ltd. | 4,283 | $18.3 萬 | 0.00% | +191+4.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 4,383 | $18.7 萬 | 0.00% | +1,465+50.2% | 加碼 |
| Ci Investments Inc. | 4,478 | $19.1 萬 | 0.00% | +87+2.0% | 加碼 |
| Kaizen Financial Strategies | 4,691 | $20.0 萬 | 0.12% | −91−1.9% | 減碼 |
| NEOS Investment Management LLC | 4,886 | $20.6 萬 | 0.00% | +4,886 | 新進 |
| Inspire Advisors, LLC | 4,852 | $20.7 萬 | 0.02% | +4,852 | 新進 |
| Renaissance Group LLC | 5,045 | $21.5 萬 | 0.01% | −231−4.4% | 減碼 |
| Colonial Trust Co | 5,221 | $22.3 萬 | 0.03% | +2,800+115.7% | 加碼 |
| Gsa Capital Partners LLP | 5,228 | $22.3 萬 | 0.02% | +5,228 | 新進 |
| Profund Advisors LLC | 5,237 | $22.4 萬 | 0.01% | −168−3.1% | 減碼 |
| Grey Fox Wealth Advisors, LLC | 5,325 | $22.7 萬 | 0.06% | +5,325 | 新進 |
| Evergreen Capital Management LLC | 5,355 | $22.9 萬 | 0.01% | +5,355 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 5,366 | $22.9 萬 | 0.01% | −175−3.2% | 減碼 |
| Cerity Partners LLC | 5,375 | $23.0 萬 | 0.00% | +316+6.2% | 加碼 |
| Papamarkou Wellner Asset Management inc. | 5,800 | $24.8 萬 | 0.17% | 00.0% | 不變 |
| Syon Capital LLC | 5,906 | $25.2 萬 | 0.02% | +5,906 | 新進 |
| Belpointe Asset Management LLC | 5,991 | $25.6 萬 | 0.01% | −280−4.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 6,109 | $25.7 萬 | 0.00% | −175−2.8% | 減碼 |
| Mutual Advisors, LLC | 6,534 | $26.0 萬 | 0.01% | −106−1.6% | 減碼 |
| Frank, Rimerman Advisors LLC | 6,251 | $26.7 萬 | 0.02% | −1,787−22.2% | 減碼 |
| Kera Capital Partners, Inc. | 6,302 | $26.9 萬 | 0.08% | +6,302 | 新進 |
| Caxton Associates LLP | 6,329 | $27.0 萬 | 0.01% | +6,329 | 新進 |
| Captrust Financial Advisors | 6,394 | $27.3 萬 | 0.00% | +934+17.1% | 加碼 |
| Advisors Asset Management, Inc. | 6,455 | $27.6 萬 | 0.01% | −278−4.1% | 減碼 |
| Versant Capital Management, Inc | 6,683 | $28.5 萬 | 0.05% | +6,003+882.8% | 加碼 |
| Atria Investments LLC | 6,690 | $28.6 萬 | 0.00% | −2,521−27.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 6,704 | $28.6 萬 | 0.00% | −2,137−24.2% | 減碼 |
| XML Financial, LLC | 7,014 | $30.0 萬 | 0.03% | −114−1.6% | 減碼 |
| Fifth Third Wealth Advisors LLC | 7,050 | $30.1 萬 | 0.02% | −1,117−13.7% | 減碼 |
| CIBC Asset Management Inc | 7,133 | $30.5 萬 | 0.00% | +149+2.1% | 加碼 |
| Nations Financial Group Inc, | 7,550 | $32.2 萬 | 0.02% | +702+10.3% | 加碼 |
| Bridgefront Capital, LLC | 7,895 | $33.7 萬 | 0.10% | −8,061−50.5% | 減碼 |
| Engineers Gate Manager LP | 8,200 | $35.0 萬 | 0.01% | −48,155−85.4% | 減碼 |
| Knollwood Investment Advisory, LLC | 8,209 | $35.1 萬 | 0.04% | 00.0% | 不變 |
| Shelton Capital Management | 8,229 | $35.1 萬 | 0.01% | −270−3.2% | 減碼 |
| Jefferies Financial Group Inc. | 8,258 | $35.3 萬 | 0.01% | +8,258 | 新進 |
| Kestra Advisory Services, LLC | 8,446 | $36.1 萬 | 0.00% | +3,575+73.4% | 加碼 |
| IFG Advisory, LLC | 8,637 | $36.9 萬 | 0.02% | +172+2.0% | 加碼 |
| Everence Capital Management Inc | 8,900 | $38.0 萬 | 0.03% | +3,520+65.4% | 加碼 |
| Sanctuary Advisors, LLC | 8,954 | $38.2 萬 | 0.00% | +17+0.2% | 加碼 |
| Intech Investment Management LLC | 9,012 | $38.5 萬 | 0.00% | −8,755−49.3% | 減碼 |
| EP Wealth Advisors, LLC | 9,103 | $38.9 萬 | 0.00% | −24−0.3% | 減碼 |
| KBC Group NV | 9,208 | $39.3 萬 | 0.00% | +140+1.5% | 加碼 |
| Mercer Global Advisors Inc | 9,391 | $40.1 萬 | 0.00% | −2,544−21.3% | 減碼 |
| ProShare Advisors LLC | 9,634 | $41.1 萬 | 0.00% | −947−9.0% | 減碼 |
| Arkadios Wealth Advisors | 9,878 | $42.2 萬 | 0.02% | +2,165+28.1% | 加碼 |
| TownSquare Capital, LLC | 9,914 | $42.3 萬 | 0.00% | +3,137+46.3% | 加碼 |
| Sit Investment Associates Inc | 9,950 | $42.5 萬 | 0.01% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 10,120 | $42.9 萬 | 0.00% | −4,798−32.2% | 減碼 |
| Carmel Capital Partners, LLC | 10,168 | $43.4 萬 | 0.17% | +124+1.2% | 加碼 |
| PharVision Advisers, LLC | 10,233 | $43.7 萬 | 0.61% | +4,139+67.9% | 加碼 |
| Norinchukin Bank, The | 10,441 | $44.6 萬 | 0.01% | +445+4.5% | 加碼 |
| Maryland State Retirement & Pension System | 10,457 | $44.7 萬 | 0.01% | −2,323−18.2% | 減碼 |
| Total Wealth Planning & Management, Inc. | 10,630 | $45.4 萬 | 0.47% | +5,281+98.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 10,724 | $45.8 萬 | 0.01% | −8,559−44.4% | 減碼 |
| QRG Capital Management, Inc. | 10,761 | $46.0 萬 | 0.00% | +963+9.8% | 加碼 |
| Polymer Capital Management (US) LLC | 10,959 | $46.8 萬 | 0.14% | −8,322−43.2% | 減碼 |
| US Bancorp | 11,007 | $47.0 萬 | 0.00% | −1,602−12.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 11,066 | $47.3 萬 | 0.00% | −554−4.8% | 減碼 |
| Wesbanco Bank Inc | 11,408 | $48.7 萬 | 0.02% | −25−0.2% | 減碼 |
| Nomura Holdings Inc | 11,745 | $50.2 萬 | 0.00% | −42,824−78.5% | 減碼 |
| D.A. Davidson & Co. | 11,970 | $51.1 萬 | 0.00% | −1,478−11.0% | 減碼 |
| Penserra Capital Management LLC | 12,261 | $52.3 萬 | 0.01% | −1,532−11.1% | 減碼 |
| Pinnacle Associates Ltd | 12,465 | $53.2 萬 | 0.01% | −46−0.4% | 減碼 |
| Twin Tree Management, LP | 12,583 | $53.7 萬 | 0.01% | +12,583 | 新進 |
| Allstate Corp | 12,841 | $54.8 萬 | 0.02% | 00.0% | 不變 |
| Caption Management, LLC | 12,977 | $55.4 萬 | 0.03% | +12,977 | 新進 |
| DoubleLine ETF Adviser LP | 13,116 | $56.0 萬 | 0.19% | −3,074−19.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 13,194 | $56.4 萬 | 0.00% | −4,322−24.7% | 減碼 |
| Mirador Capital Partners LP | 13,303 | $56.8 萬 | 0.10% | −3,049−18.6% | 減碼 |
| Cooper Financial Group | 13,306 | $56.8 萬 | 0.07% | +711+5.6% | 加碼 |
| Vident Advisory, LLC | 13,424 | $57.3 萬 | 0.01% | +6,970+108.0% | 加碼 |
| Mariner, LLC | 13,572 | $58.0 萬 | 0.00% | −81−0.6% | 減碼 |
| 1832 Asset Management L.P. | 13,702 | $58.5 萬 | 0.00% | +3,564+35.2% | 加碼 |
| Clearstead Advisors, LLC | 13,894 | $59.3 萬 | 0.01% | +504+3.8% | 加碼 |
| Winmill & Co. Inc | 14,000 | $59.8 萬 | 0.18% | 00.0% | 不變 |
| Lindenwold Advisors | 14,366 | $61.4 萬 | 0.34% | +4,048+39.2% | 加碼 |
| Cornercap Investment Counsel Inc | 14,395 | $61.5 萬 | 0.32% | −228−1.6% | 減碼 |
| Marshall Wace, LLP | 14,400 | $61.5 萬 | 0.00% | +14,400 | 新進 |
| United Services Automobile Association | 14,921 | $62.8 萬 | 0.02% | 00.0% | 不變 |
| FIL Ltd | 14,694 | $62.8 萬 | 0.00% | −18,911−56.3% | 減碼 |
| Oddo BHF Asset Management SAS | 15,267 | $65.2 萬 | 0.03% | +59+0.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 15,420 | $65.9 萬 | 0.01% | +45+0.3% | 加碼 |
| Vanderbilt University | 15,791 | $67.4 萬 | 0.13% | +15,791 | 新進 |
| Los Angeles Capital Management LLC | 15,812 | $67.5 萬 | 0.00% | −39,713−71.5% | 減碼 |
| Shell Asset Management Co | 15,816 | $67.6 萬 | 0.03% | −643−3.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 16,582 | $70.8 萬 | 0.00% | −5,279−24.1% | 減碼 |
| Cetera Investment Advisers | 16,947 | $72.4 萬 | 0.00% | −1,661−8.9% | 減碼 |
| Securian Asset Management, Inc | 17,096 | $73.0 萬 | 0.02% | 00.0% | 不變 |
| Fairtree Asset Management (Pty) Ltd | 17,924 | $76.6 萬 | 0.62% | 00.0% | 不變 |
| JustInvest LLC | 18,170 | $77.6 萬 | 0.01% | +6,881+61.0% | 加碼 |
| Gallacher Capital Management LLC | 18,414 | $78.6 萬 | 0.38% | +11,608+170.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 18,637 | $79.6 萬 | 0.00% | 00.0% | 不變 |
| Erste Asset Management GmbH | 19,100 | $80.3 萬 | 0.01% | −1,300−6.4% | 減碼 |