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 2 季 13F 持有人
CubeSmart 在 2025/6/30 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
- 459
- 較 2025 年第 1 季 +22 家
- 持有股數
- 2.22 億
- 較 2025 年第 1 季 +426.0 萬 (+2.0%)
- 總市值
- $94.5 億
- 較 2025 年第 1 季 +$1.39 億 (+1.5%)
- 新進機構
- 68
- 另有 184 家加碼
- 清倉機構
- 46
- 另有 156 家減碼
另有 5 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Umb Bank N A | 2,403 | $10.2 萬 | 0.00% | +486+25.4% | 加碼 |
| Colonial Trust Co | 2,656 | $11.3 萬 | 0.02% | −2,565−49.1% | 減碼 |
| Skopos Labs, Inc. | 3,178 | $13.5 萬 | 0.02% | +1,887+146.2% | 加碼 |
| FIL Ltd | 3,262 | $13.9 萬 | 0.00% | −11,432−77.8% | 減碼 |
| Ci Investments Inc. | 3,504 | $14.9 萬 | 0.00% | −974−21.8% | 減碼 |
| Bessemer Group Inc | 3,909 | $16.6 萬 | 0.00% | +188+5.1% | 加碼 |
| GF Fund Management Co. Ltd. | 4,038 | $17.2 萬 | 0.00% | −245−5.7% | 減碼 |
| Virtus Investment Advisers, Inc. | 4,049 | $17.2 萬 | 0.06% | +535+15.2% | 加碼 |
| Kestra Investment Management, LLC | 4,151 | $17.7 萬 | 0.00% | +2,178+110.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,543 | $19.3 萬 | 0.01% | −6,181−57.6% | 減碼 |
| Pacific Sun Financial Corp | 4,712 | $20.0 萬 | 0.10% | +4,712 | 新進 |
| Northwestern Mutual Wealth Management Co | 4,723 | $20.1 萬 | 0.00% | +340+7.8% | 加碼 |
| CWM, LLC | 4,718 | $20.1 萬 | 0.00% | +2,768+141.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 4,742 | $20.2 萬 | 0.00% | −1,367−22.4% | 減碼 |
| Evergreen Capital Management LLC | 4,763 | $20.2 萬 | 0.01% | −592−11.1% | 減碼 |
| Kaizen Financial Strategies | 4,866 | $20.7 萬 | 0.11% | +175+3.7% | 加碼 |
| Renaissance Group LLC | 4,915 | $20.9 萬 | 0.01% | −130−2.6% | 減碼 |
| Profund Advisors LLC | 4,963 | $21.1 萬 | 0.01% | −274−5.2% | 減碼 |
| Carmel Capital Partners, LLC | 5,010 | $21.3 萬 | 0.07% | −5,158−50.7% | 減碼 |
| L.M. Kohn & Company | 5,134 | $21.8 萬 | 0.06% | +5,134 | 新進 |
| Chicago Partners Investment Group LLC | 5,383 | $22.4 萬 | 0.01% | +5,383 | 新進 |
| Atria Investments LLC | 5,272 | $22.4 萬 | 0.00% | −1,418−21.2% | 減碼 |
| Gsa Capital Partners LLP | 5,455 | $23.2 萬 | 0.02% | +227+4.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 5,467 | $23.2 萬 | 0.01% | +101+1.9% | 加碼 |
| Atomi Financial Group, Inc. | 5,548 | $23.6 萬 | 0.01% | +5,548 | 新進 |
| Ballentine Partners, LLC | 5,572 | $23.7 萬 | 0.00% | +5,572 | 新進 |
| Kera Capital Partners, Inc. | 5,574 | $23.7 萬 | 0.05% | −728−11.6% | 減碼 |
| Los Angeles Capital Management LLC | 5,594 | $23.8 萬 | 0.00% | −10,218−64.6% | 減碼 |
| Worth Venture Partners, LLC | 5,600 | $23.8 萬 | 0.36% | +5,600 | 新進 |
| Bridgewater Associates, LP | 5,654 | $24.0 萬 | 0.00% | +5,654 | 新進 |
| Papamarkou Wellner Asset Management inc. | 5,800 | $24.6 萬 | 0.16% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 5,893 | $25.0 萬 | 0.00% | +5,893 | 新進 |
| Grey Fox Wealth Advisors, LLC | 5,989 | $25.5 萬 | 0.06% | +664+12.5% | 加碼 |
| KBC Group NV | 5,989 | $25.5 萬 | 0.00% | −3,219−35.0% | 減碼 |
| Inspire Advisors, LLC | 6,032 | $25.6 萬 | 0.03% | +1,180+24.3% | 加碼 |
| Optas, LLC | 6,142 | $26.1 萬 | 0.05% | +6,142 | 新進 |
| Impact Partnership Wealth, LLC | 6,192 | $26.3 萬 | 0.05% | +6,192 | 新進 |
| Frank, Rimerman Advisors LLC | 6,197 | $26.3 萬 | 0.02% | −54−0.9% | 減碼 |
| Advisors Asset Management, Inc. | 6,205 | $26.4 萬 | 0.00% | −250−3.9% | 減碼 |
| Mutual Advisors, LLC | 6,534 | $27.1 萬 | 0.01% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 6,403 | $27.2 萬 | 0.01% | +412+6.9% | 加碼 |
| Versant Capital Management, Inc | 6,470 | $27.5 萬 | 0.04% | −213−3.2% | 減碼 |
| Inscription Capital, LLC | 6,786 | $28.8 萬 | 0.04% | +6,786 | 新進 |
| Everence Capital Management Inc | 6,800 | $28.9 萬 | 0.02% | −2,100−23.6% | 減碼 |
| Ieq Capital, LLC | 6,807 | $28.9 萬 | 0.00% | +6,807 | 新進 |
| Fifth Third Wealth Advisors LLC | 6,948 | $29.5 萬 | 0.01% | −102−1.4% | 減碼 |
| Vident Advisory, LLC | 7,069 | $30.0 萬 | 0.00% | −6,355−47.3% | 減碼 |
| XML Financial, LLC | 7,108 | $30.2 萬 | 0.03% | +94+1.3% | 加碼 |
| CIBC Asset Management Inc | 7,133 | $30.3 萬 | 0.00% | 00.0% | 不變 |
| Twin Tree Management, LP | 7,199 | $30.6 萬 | 0.01% | −5,384−42.8% | 減碼 |
| Sanctuary Advisors, LLC | 7,270 | $30.9 萬 | 0.00% | −1,684−18.8% | 減碼 |
| Kestra Advisory Services, LLC | 7,483 | $31.8 萬 | 0.00% | −963−11.4% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 7,519 | $32.0 萬 | 0.08% | +7,519 | 新進 |
| Nations Financial Group Inc, | 7,639 | $32.5 萬 | 0.02% | +89+1.2% | 加碼 |
| Cerity Partners LLC | 7,953 | $33.8 萬 | 0.00% | +2,578+48.0% | 加碼 |
| TD Private Client Wealth LLC | 7,979 | $33.9 萬 | 0.01% | +5,435+213.6% | 加碼 |
| Shelton Capital Management | 8,022 | $34.1 萬 | 0.01% | −207−2.5% | 減碼 |
| Knollwood Investment Advisory, LLC | 8,209 | $34.9 萬 | 0.03% | 00.0% | 不變 |
| Syon Capital LLC | 8,281 | $35.2 萬 | 0.02% | +2,375+40.2% | 加碼 |
| American Assets Capital Advisers, LLC | 8,535 | $36.3 萬 | 0.36% | −51,782−85.8% | 減碼 |
| EP Wealth Advisors, LLC | 8,892 | $37.8 萬 | 0.00% | −211−2.3% | 減碼 |
| Lecap Asset Management Ltd | 9,080 | $38.6 萬 | 0.14% | +9,080 | 新進 |
| IFG Advisory, LLC | 9,454 | $40.2 萬 | 0.02% | +817+9.5% | 加碼 |
| Mercer Global Advisors Inc | 9,483 | $40.3 萬 | 0.00% | +92+1.0% | 加碼 |
| Allstate Corp | 9,769 | $41.5 萬 | 0.03% | −3,072−23.9% | 減碼 |
| Sit Investment Associates Inc | 9,950 | $42.3 萬 | 0.01% | 00.0% | 不變 |
| ProShare Advisors LLC | 10,108 | $43.0 萬 | 0.00% | +474+4.9% | 加碼 |
| Drucker Wealth 3.0, LLC | 10,285 | $43.7 萬 | 0.08% | +10,285 | 新進 |
| Total Wealth Planning & Management, Inc. | 10,451 | $44.4 萬 | 0.39% | −179−1.7% | 減碼 |
| Maryland State Retirement & Pension System | 10,457 | $44.4 萬 | 0.01% | 00.0% | 不變 |
| Polymer Capital Management (US) LLC | 10,523 | $44.7 萬 | 0.07% | −436−4.0% | 減碼 |
| Merit Financial Group, LLC | 10,574 | $44.9 萬 | 0.01% | +10,574 | 新進 |
| NEOS Investment Management LLC | 10,803 | $45.4 萬 | 0.01% | +5,917+121.1% | 加碼 |
| Norinchukin Bank, The | 10,864 | $46.2 萬 | 0.01% | +423+4.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 10,709 | $46.4 萬 | 0.00% | −2,485−18.8% | 減碼 |
| US Bancorp | 11,033 | $46.9 萬 | 0.00% | +26+0.2% | 加碼 |
| Arkadios Wealth Advisors | 11,095 | $47.2 萬 | 0.01% | +1,217+12.3% | 加碼 |
| Farringdon Capital, Ltd. | 11,256 | $47.8 萬 | 0.16% | +11,256 | 新進 |
| Wesbanco Bank Inc | 11,408 | $48.5 萬 | 0.01% | 00.0% | 不變 |
| Penserra Capital Management LLC | 11,715 | $49.7 萬 | 0.01% | −546−4.5% | 減碼 |
| Cooper Financial Group | 12,144 | $51.6 萬 | 0.06% | −1,162−8.7% | 減碼 |
| Bridgefront Capital, LLC | 12,213 | $51.9 萬 | 0.14% | +4,318+54.7% | 加碼 |
| Pinnacle Associates Ltd | 12,468 | $53.0 萬 | 0.01% | +30.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 12,471 | $53.0 萬 | 0.00% | +1,405+12.7% | 加碼 |
| Jump Financial, LLC | 12,643 | $53.7 萬 | 0.01% | −6,657−34.5% | 減碼 |
| Neuberger Berman Group LLC | 12,856 | $54.3 萬 | 0.00% | +2,736+27.0% | 加碼 |
| Groupe la Francaise | 12,883 | $54.7 萬 | 0.01% | +12,883 | 新進 |
| Mount Yale Investment Advisors, LLC | 13,280 | $56.4 萬 | 0.04% | −9,373−41.4% | 減碼 |
| DoubleLine ETF Adviser LP | 13,385 | $56.9 萬 | 0.18% | +269+2.1% | 加碼 |
| D.A. Davidson & Co. | 13,395 | $56.9 萬 | 0.00% | +1,425+11.9% | 加碼 |
| Shell Asset Management Co | 13,423 | $57.0 萬 | 0.02% | −2,393−15.1% | 減碼 |
| Fox Run Management, L.L.C. | 13,467 | $57.2 萬 | 0.10% | +13,467 | 新進 |
| Mirador Capital Partners LP | 13,940 | $59.2 萬 | 0.10% | +637+4.8% | 加碼 |
| Winmill & Co. Inc | 14,000 | $59.5 萬 | 0.17% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 14,042 | $59.7 萬 | 0.31% | −353−2.5% | 減碼 |
| Quadrant Capital Group LLC | 14,232 | $60.5 萬 | 0.02% | +11,526+425.9% | 加碼 |
| Vestcor Inc | 14,311 | $60.8 萬 | 0.02% | −34,600−70.7% | 減碼 |
| Clearstead Advisors, LLC | 14,311 | $60.8 萬 | 0.01% | +417+3.0% | 加碼 |
| Edgestream Partners, L.P. | 14,354 | $61.0 萬 | 0.02% | +14,354 | 新進 |
| Lindenwold Advisors | 14,560 | $61.9 萬 | 0.32% | +194+1.4% | 加碼 |