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 |
|---|---|---|---|---|---|
| Syon Capital LLC | 8,281 | $35.2 萬 | 0.02% | +2,375+40.2% | 加碼 |
| Knollwood Investment Advisory, LLC | 8,209 | $34.9 萬 | 0.03% | 00.0% | 不變 |
| Shelton Capital Management | 8,022 | $34.1 萬 | 0.01% | −207−2.5% | 減碼 |
| TD Private Client Wealth LLC | 7,979 | $33.9 萬 | 0.01% | +5,435+213.6% | 加碼 |
| Cerity Partners LLC | 7,953 | $33.8 萬 | 0.00% | +2,578+48.0% | 加碼 |
| Nations Financial Group Inc, | 7,639 | $32.5 萬 | 0.02% | +89+1.2% | 加碼 |
| Lombard Odier Asset Management (USA) Corp | 7,519 | $32.0 萬 | 0.08% | +7,519 | 新進 |
| Kestra Advisory Services, LLC | 7,483 | $31.8 萬 | 0.00% | −963−11.4% | 減碼 |
| Sanctuary Advisors, LLC | 7,270 | $30.9 萬 | 0.00% | −1,684−18.8% | 減碼 |
| Twin Tree Management, LP | 7,199 | $30.6 萬 | 0.01% | −5,384−42.8% | 減碼 |
| CIBC Asset Management Inc | 7,133 | $30.3 萬 | 0.00% | 00.0% | 不變 |
| XML Financial, LLC | 7,108 | $30.2 萬 | 0.03% | +94+1.3% | 加碼 |
| Vident Advisory, LLC | 7,069 | $30.0 萬 | 0.00% | −6,355−47.3% | 減碼 |
| Fifth Third Wealth Advisors LLC | 6,948 | $29.5 萬 | 0.01% | −102−1.4% | 減碼 |
| Ieq Capital, LLC | 6,807 | $28.9 萬 | 0.00% | +6,807 | 新進 |
| Everence Capital Management Inc | 6,800 | $28.9 萬 | 0.02% | −2,100−23.6% | 減碼 |
| Inscription Capital, LLC | 6,786 | $28.8 萬 | 0.04% | +6,786 | 新進 |
| Versant Capital Management, Inc | 6,470 | $27.5 萬 | 0.04% | −213−3.2% | 減碼 |
| Belpointe Asset Management LLC | 6,403 | $27.2 萬 | 0.01% | +412+6.9% | 加碼 |
| Mutual Advisors, LLC | 6,534 | $27.1 萬 | 0.01% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 6,205 | $26.4 萬 | 0.00% | −250−3.9% | 減碼 |
| Frank, Rimerman Advisors LLC | 6,197 | $26.3 萬 | 0.02% | −54−0.9% | 減碼 |
| Impact Partnership Wealth, LLC | 6,192 | $26.3 萬 | 0.05% | +6,192 | 新進 |
| Optas, LLC | 6,142 | $26.1 萬 | 0.05% | +6,142 | 新進 |
| Inspire Advisors, LLC | 6,032 | $25.6 萬 | 0.03% | +1,180+24.3% | 加碼 |
| KBC Group NV | 5,989 | $25.5 萬 | 0.00% | −3,219−35.0% | 減碼 |
| Grey Fox Wealth Advisors, LLC | 5,989 | $25.5 萬 | 0.06% | +664+12.5% | 加碼 |
| Swiss Life Asset Management Ltd | 5,893 | $25.0 萬 | 0.00% | +5,893 | 新進 |
| Papamarkou Wellner Asset Management inc. | 5,800 | $24.6 萬 | 0.16% | 00.0% | 不變 |
| Bridgewater Associates, LP | 5,654 | $24.0 萬 | 0.00% | +5,654 | 新進 |
| Worth Venture Partners, LLC | 5,600 | $23.8 萬 | 0.36% | +5,600 | 新進 |
| Los Angeles Capital Management LLC | 5,594 | $23.8 萬 | 0.00% | −10,218−64.6% | 減碼 |
| Kera Capital Partners, Inc. | 5,574 | $23.7 萬 | 0.05% | −728−11.6% | 減碼 |
| Ballentine Partners, LLC | 5,572 | $23.7 萬 | 0.00% | +5,572 | 新進 |
| Atomi Financial Group, Inc. | 5,548 | $23.6 萬 | 0.01% | +5,548 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 5,467 | $23.2 萬 | 0.01% | +101+1.9% | 加碼 |
| Gsa Capital Partners LLP | 5,455 | $23.2 萬 | 0.02% | +227+4.3% | 加碼 |
| Atria Investments LLC | 5,272 | $22.4 萬 | 0.00% | −1,418−21.2% | 減碼 |
| Chicago Partners Investment Group LLC | 5,383 | $22.4 萬 | 0.01% | +5,383 | 新進 |
| L.M. Kohn & Company | 5,134 | $21.8 萬 | 0.06% | +5,134 | 新進 |
| Carmel Capital Partners, LLC | 5,010 | $21.3 萬 | 0.07% | −5,158−50.7% | 減碼 |
| Profund Advisors LLC | 4,963 | $21.1 萬 | 0.01% | −274−5.2% | 減碼 |
| Renaissance Group LLC | 4,915 | $20.9 萬 | 0.01% | −130−2.6% | 減碼 |
| Kaizen Financial Strategies | 4,866 | $20.7 萬 | 0.11% | +175+3.7% | 加碼 |
| Evergreen Capital Management LLC | 4,763 | $20.2 萬 | 0.01% | −592−11.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 4,742 | $20.2 萬 | 0.00% | −1,367−22.4% | 減碼 |
| CWM, LLC | 4,718 | $20.1 萬 | 0.00% | +2,768+141.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 4,723 | $20.1 萬 | 0.00% | +340+7.8% | 加碼 |
| Pacific Sun Financial Corp | 4,712 | $20.0 萬 | 0.10% | +4,712 | 新進 |
| Tower Research Capital LLC (TRC) | 4,543 | $19.3 萬 | 0.01% | −6,181−57.6% | 減碼 |
| Kestra Investment Management, LLC | 4,151 | $17.7 萬 | 0.00% | +2,178+110.4% | 加碼 |
| Virtus Investment Advisers, Inc. | 4,049 | $17.2 萬 | 0.06% | +535+15.2% | 加碼 |
| GF Fund Management Co. Ltd. | 4,038 | $17.2 萬 | 0.00% | −245−5.7% | 減碼 |
| Bessemer Group Inc | 3,909 | $16.6 萬 | 0.00% | +188+5.1% | 加碼 |
| Ci Investments Inc. | 3,504 | $14.9 萬 | 0.00% | −974−21.8% | 減碼 |
| FIL Ltd | 3,262 | $13.9 萬 | 0.00% | −11,432−77.8% | 減碼 |
| Skopos Labs, Inc. | 3,178 | $13.5 萬 | 0.02% | +1,887+146.2% | 加碼 |
| Colonial Trust Co | 2,656 | $11.3 萬 | 0.02% | −2,565−49.1% | 減碼 |
| Umb Bank N A | 2,403 | $10.2 萬 | 0.00% | +486+25.4% | 加碼 |
| ZRC Wealth Management, LLC | 2,250 | $9.56 萬 | 0.04% | 00.0% | 不變 |
| GAMMA Investing LLC | 2,222 | $9.44 萬 | 0.01% | +42+1.9% | 加碼 |
| Farther Finance Advisors, LLC | 1,915 | $8.14 萬 | 0.00% | +118+6.6% | 加碼 |
| Fifth Third Bancorp | 1,846 | $7.85 萬 | 0.00% | −399−17.8% | 減碼 |
| Zimmer Partners, LP | 1,761 | $7.48 萬 | 0.00% | −65,439−97.4% | 減碼 |
| Signaturefd, LLC | 1,680 | $7.14 萬 | 0.00% | +761+82.8% | 加碼 |
| IFP Advisors, Inc | 1,532 | $7.08 萬 | 0.00% | +1,349+737.2% | 加碼 |
| Hantz Financial Services, Inc. | 1,651 | $7.00 萬 | 0.00% | +1,563+1,776.1% | 加碼 |
| Anchor Investment Management, LLC | 1,462 | $6.21 萬 | 0.01% | 00.0% | 不變 |
| Covestor Ltd | 1,440 | $6.10 萬 | 0.04% | −135−8.6% | 減碼 |
| Larson Financial Group LLC | 1,409 | $5.99 萬 | 0.00% | +1,100+356.0% | 加碼 |
| Jones Financial Companies LLLP | 1,208 | $5.12 萬 | 0.00% | +511+73.3% | 加碼 |
| Harbor Capital Advisors, Inc. | 1,207 | $5.10 萬 | 0.00% | +42+3.6% | 加碼 |
| Parallel Advisors, LLC | 1,128 | $4.79 萬 | 0.00% | +208+22.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 1,115 | $4.74 萬 | 0.00% | −328−22.7% | 減碼 |
| Allworth Financial LP | 996 | $4.23 萬 | 0.00% | +60+6.4% | 加碼 |
| HHM Wealth Advisors, LLC | 987 | $4.19 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 893 | $3.80 萬 | 0.00% | +568+174.8% | 加碼 |
| SRS Capital Advisors, Inc. | 814 | $3.46 萬 | 0.00% | +26+3.3% | 加碼 |
| Sunbelt Securities, Inc. | 768 | $3.29 萬 | 0.00% | −1−0.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 709 | $3.01 萬 | 0.00% | −45−6.0% | 減碼 |
| True Wealth Design, LLC | 694 | $2.95 萬 | 0.01% | +524+308.2% | 加碼 |
| Huntington National Bank | 682 | $2.90 萬 | 0.00% | −309−31.2% | 減碼 |
| Montag A & Associates Inc | 663 | $2.82 萬 | 0.00% | +191+40.5% | 加碼 |
| Global Retirement Partners, LLC | 662 | $2.81 萬 | 0.00% | +662 | 新進 |
| Massmutual Trust Co FSB | 586 | $2.49 萬 | 0.00% | +21+3.7% | 加碼 |
| Whittier Trust Co | 578 | $2.46 萬 | 0.00% | +181+45.6% | 加碼 |
| Fulcrum Asset Management LLP | 548 | $2.33 萬 | 0.01% | +548 | 新進 |
| V-Square Quantitative Management LLC | 537 | $2.28 萬 | 0.00% | +537 | 新進 |
| Assetmark, Inc | 519 | $2.21 萬 | 0.00% | −3,717−87.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 453 | $1.93 萬 | 0.00% | +380+520.5% | 加碼 |
| Bank of New Hampshire | 415 | $1.76 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 406 | $1.73 萬 | 0.00% | +5+1.2% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 400 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| Rise Advisors, LLC | 389 | $1.65 萬 | 0.01% | +17+4.6% | 加碼 |
| South State Corp. | 374 | $1.59 萬 | 0.00% | +32+9.4% | 加碼 |
| Spire Wealth Management | 304 | $1.29 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 300 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| Headlands Technologies LLC | 292 | $1.24 萬 | 0.00% | +292 | 新進 |
| Quarry LP | 279 | $1.19 萬 | 0.00% | −2,977−91.4% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 304 | $1.18 萬 | 0.00% | +304 | 新進 |