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 4 季 13F 持有人
CubeSmart 在 2025/12/31 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
- 465
- 較 2025 年第 3 季 −3 家
- 持有股數
- 2.18 億
- 較 2025 年第 3 季 +764.3 萬 (+3.6%)
- 總市值
- $78.5 億
- 較 2025 年第 3 季 −$7.01 億 (−8.2%)
- 新進機構
- 69
- 另有 158 家加碼
- 清倉機構
- 72
- 另有 181 家減碼
另有 10 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 10,457 | $37.7 萬 | 0.01% | 00.0% | 不變 |
| Norinchukin Bank, The | 10,426 | $37.6 萬 | 0.00% | −351−3.3% | 減碼 |
| Stifel Financial Corp | 10,300 | $37.1 萬 | 0.00% | −41,656−80.2% | 減碼 |
| Abel Hall, LLC | 10,283 | $37.1 萬 | 0.09% | +4,893+90.8% | 加碼 |
| Capital Financial Group Inc | 10,270 | $37.0 萬 | 0.21% | +10,270 | 新進 |
| Quantbot Technologies LP | 10,247 | $36.9 萬 | 0.01% | +10,247 | 新進 |
| Northern Oak Wealth Management Inc | 10,207 | $36.8 萬 | 0.05% | −49,918−83.0% | 減碼 |
| Polymer Capital Management (US) LLC | 10,150 | $36.6 萬 | 0.05% | +10,150 | 新進 |
| Dynamic Technology Lab Private Ltd | 10,095 | $36.4 萬 | 0.08% | +4,388+76.9% | 加碼 |
| Mercer Global Advisors Inc | 10,009 | $36.1 萬 | 0.00% | −6,730−40.2% | 減碼 |
| IFG Advisory, LLC | 9,975 | $36.0 萬 | 0.02% | +153+1.6% | 加碼 |
| Sit Investment Associates Inc | 9,950 | $35.9 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 9,692 | $34.9 萬 | 0.00% | −3,863−28.5% | 減碼 |
| AssuredPartners Investment Advisors, LLC | 9,634 | $34.7 萬 | 0.05% | +9,634 | 新進 |
| US Bancorp | 9,170 | $33.1 萬 | 0.00% | −1,703−15.7% | 減碼 |
| ProShare Advisors LLC | 9,145 | $33.0 萬 | 0.00% | −554−5.7% | 減碼 |
| Panagora Asset Management Inc | 8,572 | $30.9 萬 | 0.00% | −248−2.8% | 減碼 |
| Dakota Wealth Management | 8,357 | $30.1 萬 | 0.01% | +8,357 | 新進 |
| Knollwood Investment Advisory, LLC | 8,209 | $29.6 萬 | 0.03% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 8,164 | $29.4 萬 | 0.00% | −4,552−35.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 8,049 | $29.0 萬 | 0.00% | −11,267−58.3% | 減碼 |
| North Dakota State Investment Board | 8,023 | $28.9 萬 | 0.01% | +8,023 | 新進 |
| Shelton Capital Management | 8,022 | $28.9 萬 | 0.01% | 00.0% | 不變 |
| Eurizon Capital SGR S.p.A. | 7,764 | $28.0 萬 | 0.00% | +7,764 | 新進 |
| PharVision Advisers, LLC | 7,599 | $27.4 萬 | 0.14% | +7,599 | 新進 |
| CIBC Asset Management Inc | 7,133 | $25.7 萬 | 0.00% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 6,711 | $25.7 萬 | 0.01% | −4,571−40.5% | 減碼 |
| AlphaGrep UK Ltd | 7,061 | $25.5 萬 | 0.09% | +7,061 | 新進 |
| Picton Mahoney Asset Management | 7,020 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| Winton Group Ltd | 6,800 | $24.5 萬 | 0.01% | +6,800 | 新進 |
| KBC Group NV | 6,747 | $24.3 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 6,695 | $24.1 萬 | 0.01% | −253−3.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 6,665 | $24.0 萬 | 0.00% | +1,672+33.5% | 加碼 |
| Inspire Advisors, LLC | 6,571 | $23.7 萬 | 0.02% | +1,508+29.8% | 加碼 |
| Skopos Labs, Inc. | 6,363 | $22.9 萬 | 0.01% | +6,363 | 新進 |
| RFG Advisory, LLC | 6,268 | $22.6 萬 | 0.00% | +6,268 | 新進 |
| M&G Plc | 6,264 | $22.6 萬 | 0.00% | +6,264 | 新進 |
| Worth Venture Partners, LLC | 6,200 | $22.4 萬 | 1.62% | +200+3.3% | 加碼 |
| Kaizen Financial Strategies | 6,134 | $22.1 萬 | 0.10% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 6,068 | $21.9 萬 | 0.09% | 00.0% | 不變 |
| Papamarkou Wellner Asset Management inc. | 5,950 | $21.4 萬 | 0.13% | +150+2.6% | 加碼 |
| Belpointe Asset Management LLC | 5,876 | $21.2 萬 | 0.01% | +14+0.2% | 加碼 |
| Vident Advisory, LLC | 5,853 | $21.1 萬 | 0.00% | −933−13.7% | 減碼 |
| Frank, Rimerman Advisors LLC | 5,595 | $20.2 萬 | 0.01% | −412−6.9% | 減碼 |
| Colony Group, LLC | 5,549 | $20.2 萬 | 0.00% | +3,460+165.6% | 加碼 |
| Hantz Financial Services, Inc. | 5,161 | $18.6 萬 | 0.00% | +1,121+27.7% | 加碼 |
| Harbor Capital Advisors, Inc. | 4,815 | $17.4 萬 | 0.01% | +3,608+298.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 4,594 | $16.6 萬 | 0.00% | −3,264−41.5% | 減碼 |
| Virtus Investment Advisers, Inc. | 4,550 | $16.4 萬 | 0.04% | +241+5.6% | 加碼 |
| Horizon Investments, LLC | 4,120 | $14.6 萬 | 0.00% | +4,120 | 新進 |
| CWM, LLC | 4,040 | $14.6 萬 | 0.00% | −1,572−28.0% | 減碼 |
| CWM Advisors, LLC | 3,902 | $14.1 萬 | 0.01% | +3,902 | 新進 |
| GF Fund Management Co. Ltd. | 3,778 | $13.6 萬 | 0.00% | −35−0.9% | 減碼 |
| Quarry LP | 3,252 | $11.7 萬 | 0.02% | +2,681+469.5% | 加碼 |
| Umb Bank N A | 3,241 | $11.7 萬 | 0.00% | +1,336+70.1% | 加碼 |
| FIL Ltd | 2,816 | $10.2 萬 | 0.00% | −805−22.2% | 減碼 |
| TD Private Client Wealth LLC | 2,533 | $9.13 萬 | 0.00% | −5,804−69.6% | 減碼 |
| Danske Bank A/S | 2,400 | $8.65 萬 | 0.00% | −16,521−87.3% | 減碼 |
| Quadrant Capital Group LLC | 2,367 | $8.53 萬 | 0.00% | −13,820−85.4% | 減碼 |
| Fifth Third Bancorp | 2,319 | $8.36 萬 | 0.00% | +335+16.9% | 加碼 |
| Employees Retirement System of Texas | 2,301 | $8.30 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 2,295 | $8.20 萬 | 0.04% | +744+48.0% | 加碼 |
| Rockefeller Capital Management L.P. | 2,204 | $7.95 萬 | 0.00% | +295+15.5% | 加碼 |
| Parallel Advisors, LLC | 2,150 | $7.75 萬 | 0.00% | +889+70.5% | 加碼 |
| Farther Finance Advisors, LLC | 1,957 | $7.05 萬 | 0.00% | −151−7.2% | 減碼 |
| SRS Capital Advisors, Inc. | 1,930 | $6.96 萬 | 0.00% | −13,887−87.8% | 減碼 |
| Jones Financial Companies LLLP | 1,923 | $6.93 萬 | 0.00% | +122+6.8% | 加碼 |
| IFP Advisors, Inc | 1,729 | $6.23 萬 | 0.00% | +1,081+166.8% | 加碼 |
| Advisors Asset Management, Inc. | 1,713 | $6.18 萬 | 0.00% | −2,217−56.4% | 減碼 |
| Clearstead Advisors, LLC | 1,491 | $5.38 萬 | 0.00% | −12,385−89.3% | 減碼 |
| Anchor Investment Management, LLC | 1,462 | $5.27 萬 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 1,306 | $4.71 萬 | 0.01% | +935+252.0% | 加碼 |
| GAMMA Investing LLC | 1,228 | $4.43 萬 | 0.00% | −1,491−54.8% | 減碼 |
| Global Retirement Partners, LLC | 1,213 | $4.37 萬 | 0.00% | +591+95.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,208 | $4.35 萬 | 0.00% | +608+101.3% | 加碼 |
| Los Angeles Capital Management LLC | 1,094 | $4.27 萬 | 0.00% | +1,094 | 新進 |
| Allworth Financial LP | 1,093 | $3.94 萬 | 0.00% | +32+3.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 1,041 | $3.75 萬 | 0.00% | −1,255−54.7% | 減碼 |
| Huntington National Bank | 995 | $3.59 萬 | 0.00% | +18+1.8% | 加碼 |
| Signaturefd, LLC | 889 | $3.20 萬 | 0.00% | −1,074−54.7% | 減碼 |
| UBS Asset Management Americas Inc | 819 | $2.95 萬 | 0.00% | −1,625,498−99.9% | 減碼 |
| Wiser Advisor Group LLC | 693 | $2.50 萬 | 0.03% | +9+1.3% | 加碼 |
| Larson Financial Group LLC | 578 | $2.08 萬 | 0.00% | −830−58.9% | 減碼 |
| Fulcrum Asset Management LLP | 548 | $1.99 萬 | 0.01% | 00.0% | 不變 |
| Versant Capital Management, Inc | 531 | $1.91 萬 | 0.00% | −643−54.8% | 減碼 |
| Sunbelt Securities, Inc. | 514 | $1.85 萬 | 0.00% | +47+10.1% | 加碼 |
| Private Trust Co NA | 478 | $1.72 萬 | 0.00% | −228−32.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 466 | $1.68 萬 | 0.00% | +15+3.3% | 加碼 |
| Assetmark, Inc | 459 | $1.65 萬 | 0.00% | −236−34.0% | 減碼 |
| ZRC Wealth Management, LLC | 450 | $1.62 萬 | 0.01% | −1,816−80.1% | 減碼 |
| Quent Capital, LLC | 440 | $1.59 萬 | 0.00% | −7−1.6% | 減碼 |
| GWM Advisors LLC | 417 | $1.50 萬 | 0.00% | +6+1.5% | 加碼 |
| Bank of New Hampshire | 415 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 400 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| Triumph Capital Management | 400 | $1.44 萬 | 0.00% | +400 | 新進 |
| Basecamp Wealth Advisors LLC | 389 | $1.40 萬 | 0.00% | +389 | 新進 |
| Bessemer Group Inc | 358 | $1.30 萬 | 0.00% | −3,405−90.5% | 減碼 |
| HHM Wealth Advisors, LLC | 360 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 355 | $1.28 萬 | 0.00% | +151+74.0% | 加碼 |
| Peregrine Capital Management LLC | 310 | $1.12 萬 | 0.00% | 00.0% | 不變 |