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 3 季 13F 持有人
CubeSmart 在 2025/9/30 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
- 478
- 較 2025 年第 2 季 +24 家
- 持有股數
- 2.11 億
- 較 2025 年第 2 季 −58.7 萬 (−0.3%)
- 總市值
- $85.8 億
- 較 2025 年第 2 季 −$4.15 億 (−4.6%)
- 新進機構
- 71
- 另有 177 家加碼
- 清倉機構
- 47
- 另有 172 家減碼
另有 5 家機構在 2025 年第 2 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 1,801 | $7.29 萬 | 0.00% | +593+49.1% | 加碼 |
| Umb Bank N A | 1,905 | $7.75 萬 | 0.00% | −498−20.7% | 減碼 |
| Rockefeller Capital Management L.P. | 1,909 | $7.76 萬 | 0.00% | +1,909 | 新進 |
| Signaturefd, LLC | 1,963 | $7.98 萬 | 0.00% | +283+16.8% | 加碼 |
| Fifth Third Bancorp | 1,984 | $8.07 萬 | 0.00% | +138+7.5% | 加碼 |
| Farther Finance Advisors, LLC | 2,108 | $8.57 萬 | 0.00% | +193+10.1% | 加碼 |
| ZRC Wealth Management, LLC | 2,266 | $9.21 萬 | 0.03% | +16+0.7% | 加碼 |
| Ci Investments Inc. | 2,288 | $9.30 萬 | 0.00% | −1,216−34.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 2,296 | $9.34 萬 | 0.00% | +1,181+105.9% | 加碼 |
| Employees Retirement System of Texas | 2,301 | $9.40 萬 | 0.00% | −135,734−98.3% | 減碼 |
| Colonial Trust Co | 2,656 | $10.8 萬 | 0.01% | 00.0% | 不變 |
| GAMMA Investing LLC | 2,719 | $11.1 萬 | 0.01% | +497+22.4% | 加碼 |
| FIL Ltd | 3,621 | $14.7 萬 | 0.00% | +359+11.0% | 加碼 |
| Bessemer Group Inc | 3,763 | $15.3 萬 | 0.00% | −146−3.7% | 減碼 |
| GF Fund Management Co. Ltd. | 3,813 | $15.5 萬 | 0.00% | −225−5.6% | 減碼 |
| Advisors Asset Management, Inc. | 3,930 | $16.0 萬 | 0.00% | −2,275−36.7% | 減碼 |
| Hantz Financial Services, Inc. | 4,040 | $16.4 萬 | 0.00% | +2,389+144.7% | 加碼 |
| Abich Financial Wealth Management LLC | 4,220 | $17.2 萬 | 0.06% | +4,220 | 新進 |
| Virtus Investment Advisers, Inc. | 4,309 | $17.5 萬 | 0.05% | +260+6.4% | 加碼 |
| Greenleaf Trust | 4,955 | $20.1 萬 | 0.00% | +4,955 | 新進 |
| GW Henssler & Associates Ltd | 4,980 | $20.2 萬 | 0.01% | +4,980 | 新進 |
| Renaissance Group LLC | 4,992 | $20.3 萬 | 0.01% | +77+1.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 4,993 | $20.3 萬 | 0.00% | +251+5.3% | 加碼 |
| Nomura Holdings Inc | 4,995 | $20.3 萬 | 0.00% | +4,995 | 新進 |
| Pacific Sun Financial Corp | 5,022 | $20.4 萬 | 0.10% | +310+6.6% | 加碼 |
| Monument Capital Management | 5,040 | $20.5 萬 | 0.05% | +5,040 | 新進 |
| Inspire Advisors, LLC | 5,063 | $20.6 萬 | 0.02% | −969−16.1% | 減碼 |
| Machina Capital S.A.S. | 5,158 | $21.0 萬 | 0.04% | +5,158 | 新進 |
| Blair William & Co | 5,203 | $21.2 萬 | 0.00% | +5,203 | 新進 |
| Profund Advisors LLC | 5,216 | $21.2 萬 | 0.01% | +253+5.1% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 5,299 | $21.5 萬 | 0.01% | −168−3.1% | 減碼 |
| Abel Hall, LLC | 5,390 | $21.9 萬 | 0.09% | +5,390 | 新進 |
| Twinbeech Capital LP | 5,414 | $22.0 萬 | 0.01% | +5,414 | 新進 |
| Camden Capital, LLC | 5,421 | $22.0 萬 | 0.02% | +5,421 | 新進 |
| Atomi Financial Group, Inc. | 5,541 | $22.5 萬 | 0.01% | −7−0.1% | 減碼 |
| Kaizen Financial Strategies | 6,134 | $22.7 萬 | 0.10% | +1,268+26.1% | 加碼 |
| CWM, LLC | 5,612 | $22.8 萬 | 0.00% | +894+18.9% | 加碼 |
| Ballentine Partners, LLC | 5,684 | $23.1 萬 | 0.00% | +112+2.0% | 加碼 |
| Centiva Capital, LP | 5,691 | $23.1 萬 | 0.02% | +5,691 | 新進 |
| Atria Investments LLC | 5,701 | $23.2 萬 | 0.00% | +429+8.1% | 加碼 |
| Dynamic Technology Lab Private Ltd | 5,707 | $23.2 萬 | 0.04% | +5,707 | 新進 |
| Impact Partnership Wealth, LLC | 5,770 | $23.5 萬 | 0.03% | −422−6.8% | 減碼 |
| Papamarkou Wellner Asset Management inc. | 5,800 | $23.6 萬 | 0.15% | 00.0% | 不變 |
| Private Capital Management, LLC | 5,800 | $23.6 萬 | 0.02% | +5,800 | 新進 |
| Belpointe Asset Management LLC | 5,862 | $23.8 萬 | 0.01% | −541−8.4% | 減碼 |
| Scientech Research LLC | 5,914 | $24.0 萬 | 0.08% | +5,914 | 新進 |
| Shell Asset Management Co | 5,922 | $24.1 萬 | 0.02% | −7,501−55.9% | 減碼 |
| Worth Venture Partners, LLC | 6,000 | $24.4 萬 | 0.71% | +400+7.1% | 加碼 |
| Frank, Rimerman Advisors LLC | 6,007 | $24.4 萬 | 0.02% | −190−3.1% | 減碼 |
| EntryPoint Capital, LLC | 6,068 | $24.7 萬 | 0.10% | +6,068 | 新進 |
| KBC Group NV | 6,747 | $27.4 萬 | 0.00% | +758+12.7% | 加碼 |
| Vident Advisory, LLC | 6,786 | $27.6 萬 | 0.00% | −283−4.0% | 減碼 |
| Farringdon Capital, Ltd. | 6,934 | $28.2 萬 | 0.07% | −4,322−38.4% | 減碼 |
| Fifth Third Wealth Advisors LLC | 6,948 | $28.3 萬 | 0.01% | 00.0% | 不變 |
| Greenland Capital Management LP | 7,000 | $28.5 萬 | 0.04% | −75,423−91.5% | 減碼 |
| Picton Mahoney Asset Management | 7,020 | $28.5 萬 | 0.00% | +7,020 | 新進 |
| Kestra Advisory Services, LLC | 7,021 | $28.5 萬 | 0.00% | −462−6.2% | 減碼 |
| CIBC Asset Management Inc | 7,133 | $29.0 萬 | 0.00% | 00.0% | 不變 |
| XML Financial, LLC | 7,195 | $29.3 萬 | 0.02% | +87+1.2% | 加碼 |
| Kera Capital Partners, Inc. | 7,342 | $29.9 萬 | 0.04% | +1,768+31.7% | 加碼 |
| Jump Financial, LLC | 7,615 | $31.0 萬 | 0.00% | −5,028−39.8% | 減碼 |
| Two Sigma Securities, LLC | 7,665 | $31.2 萬 | 0.05% | +7,665 | 新進 |
| Mutual Advisors, LLC | 7,507 | $31.5 萬 | 0.01% | +973+14.9% | 加碼 |
| 111 Capital | 7,824 | $31.8 萬 | 0.06% | +7,824 | 新進 |
| Northwestern Mutual Wealth Management Co | 7,858 | $32.0 萬 | 0.00% | +3,135+66.4% | 加碼 |
| Shelton Capital Management | 8,022 | $32.6 萬 | 0.01% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 8,209 | $33.4 萬 | 0.03% | 00.0% | 不變 |
| SummitTX Capital, L.P. | 8,234 | $33.5 萬 | 0.01% | +8,234 | 新進 |
| Cerity Partners LLC | 8,250 | $33.5 萬 | 0.00% | +297+3.7% | 加碼 |
| TD Private Client Wealth LLC | 8,337 | $33.9 萬 | 0.01% | +358+4.5% | 加碼 |
| Evergreen Capital Management LLC | 8,479 | $34.5 萬 | 0.01% | +3,716+78.0% | 加碼 |
| American Assets Capital Advisers, LLC | 8,535 | $34.7 萬 | 0.37% | 00.0% | 不變 |
| Panagora Asset Management Inc | 8,820 | $35.9 萬 | 0.00% | −30,690−77.7% | 減碼 |
| Bayesian Capital Management, LP | 8,900 | $36.2 萬 | 0.07% | +8,900 | 新進 |
| Wealth Quarterback LLC | 9,168 | $37.3 萬 | 0.14% | +9,168 | 新進 |
| ProShare Advisors LLC | 9,699 | $39.4 萬 | 0.00% | −409−4.0% | 減碼 |
| Allstate Corp | 9,769 | $39.7 萬 | 0.01% | 00.0% | 不變 |
| IFG Advisory, LLC | 9,822 | $39.9 萬 | 0.02% | +368+3.9% | 加碼 |
| Sit Investment Associates Inc | 9,950 | $40.5 萬 | 0.01% | 00.0% | 不變 |
| DRW Securities, LLC | 10,484 | $41.9 萬 | 0.02% | +10,484 | 新進 |
| Maryland State Retirement & Pension System | 10,457 | $42.5 萬 | 0.01% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 10,589 | $43.1 萬 | 0.00% | +4,696+79.7% | 加碼 |
| Norinchukin Bank, The | 10,777 | $43.8 萬 | 0.01% | −87−0.8% | 減碼 |
| US Bancorp | 10,873 | $44.2 萬 | 0.00% | −160−1.5% | 減碼 |
| Merit Financial Group, LLC | 10,957 | $44.5 萬 | 0.00% | +383+3.6% | 加碼 |
| Wesbanco Bank Inc | 11,408 | $46.4 萬 | 0.01% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 11,282 | $46.6 萬 | 0.01% | +5,899+109.6% | 加碼 |
| Engineers Gate Manager LP | 11,617 | $47.2 萬 | 0.01% | −351,607−96.8% | 減碼 |
| Penserra Capital Management LLC | 11,715 | $47.6 萬 | 0.01% | 00.0% | 不變 |
| Lecap Asset Management Ltd | 11,882 | $48.3 萬 | 0.17% | +2,802+30.9% | 加碼 |
| Centersquare Investment Management LLC | 12,035 | $48.9 萬 | 0.00% | −2,667,668−99.6% | 減碼 |
| Pinnacle Associates Ltd | 12,202 | $49.6 萬 | 0.01% | −266−2.1% | 減碼 |
| Inscription Capital, LLC | 12,425 | $50.5 萬 | 0.05% | +5,639+83.1% | 加碼 |
| Neuberger Berman Group LLC | 12,716 | $51.3 萬 | 0.00% | −140−1.1% | 減碼 |
| Syon Capital LLC | 12,884 | $52.4 萬 | 0.03% | +4,603+55.6% | 加碼 |
| Arkadios Wealth Advisors | 13,125 | $53.4 萬 | 0.01% | +2,030+18.3% | 加碼 |
| MQS Management LLC | 13,165 | $53.5 萬 | 0.31% | +13,165 | 新進 |
| Mirador Capital Partners LP | 13,252 | $53.9 萬 | 0.08% | −688−4.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 13,555 | $55.1 萬 | 0.00% | +1,084+8.7% | 加碼 |
| Cornercap Investment Counsel Inc | 13,812 | $56.2 萬 | 0.28% | −230−1.6% | 減碼 |