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。
2026 年第 1 季 13F 持有人
CubeSmart 在 2026/3/31 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
- 487
- 較 2025 年第 4 季 +30 家
- 持有股數
- 2.11 億
- 較 2025 年第 4 季 +3,570 萬 (+20.3%)
- 總市值
- $77.2 億
- 較 2025 年第 4 季 +$14.1 億 (+22.3%)
- 新進機構
- 80
- 另有 199 家加碼
- 清倉機構
- 50
- 另有 142 家減碼
另有 8 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 2,591 | $9.50 萬 | 0.00% | +1,702+191.5% | 加碼 |
| Fifth Third Bancorp | 2,608 | $9.56 萬 | 0.00% | +289+12.5% | 加碼 |
| GAMMA Investing LLC | 2,817 | $10.3 萬 | 0.00% | +1,589+129.4% | 加碼 |
| Farther Finance Advisors, LLC | 2,828 | $10.3 萬 | 0.00% | +871+44.5% | 加碼 |
| Eurizon Capital SGR S.p.A. | 2,986 | $10.8 萬 | 0.00% | −4,778−61.5% | 減碼 |
| FIL Ltd | 2,983 | $10.9 萬 | 0.00% | +167+5.9% | 加碼 |
| Quarry LP | 3,267 | $12.0 萬 | 0.02% | +15+0.5% | 加碼 |
| GF Fund Management Co. Ltd. | 3,447 | $12.6 萬 | 0.00% | −331−8.8% | 減碼 |
| Umb Bank N A | 3,650 | $13.4 萬 | 0.00% | +409+12.6% | 加碼 |
| Parallel Advisors, LLC | 3,679 | $13.5 萬 | 0.00% | +1,529+71.1% | 加碼 |
| Allworth Financial LP | 4,076 | $14.9 萬 | 0.00% | +2,983+272.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 4,542 | $16.6 萬 | 0.00% | −52−1.1% | 減碼 |
| Rockefeller Capital Management L.P. | 4,687 | $17.2 萬 | 0.00% | +2,483+112.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 4,696 | $17.2 萬 | 0.00% | −1,969−29.5% | 減碼 |
| Virtus Investment Advisers, Inc. | 5,068 | $18.6 萬 | 0.05% | +518+11.4% | 加碼 |
| Kestra Investment Management, LLC | 5,594 | $20.5 萬 | 0.00% | +5,594 | 新進 |
| Evolve Private Wealth, LLC | 5,625 | $20.6 萬 | 0.01% | +5,625 | 新進 |
| Waddell & Associates, LLC | 5,705 | $20.9 萬 | 0.01% | +5,705 | 新進 |
| Frec Markets, Inc. | 5,836 | $21.4 萬 | 0.04% | +5,836 | 新進 |
| Toroso Investments, LLC | 5,937 | $21.6 萬 | 0.00% | +5,937 | 新進 |
| Inspire Advisors, LLC | 5,937 | $21.8 萬 | 0.02% | −634−9.6% | 減碼 |
| Papamarkou Wellner Asset Management inc. | 5,950 | $21.8 萬 | 0.13% | 00.0% | 不變 |
| Grey Fox Wealth Advisors, LLC | 5,989 | $21.9 萬 | 0.04% | +5,989 | 新進 |
| Belpointe Asset Management LLC | 6,024 | $22.1 萬 | 0.01% | +148+2.5% | 加碼 |
| Sagewood Asset Management LP | 6,046 | $22.2 萬 | 0.07% | +6,046 | 新進 |
| VestGen Advisors, LLC | 5,422 | $22.2 萬 | 0.01% | +5,422 | 新進 |
| EntryPoint Capital, LLC | 6,068 | $22.2 萬 | 0.07% | 00.0% | 不變 |
| Brown Financial Advisors | 6,180 | $22.6 萬 | 0.09% | +6,180 | 新進 |
| Worth Venture Partners, LLC | 6,200 | $22.7 萬 | 0.72% | 00.0% | 不變 |
| MAI Capital Management | 6,206 | $22.7 萬 | 0.00% | +5,851+1,648.2% | 加碼 |
| Bull Harbor Capital LLC | 6,234 | $22.8 萬 | 0.06% | +6,234 | 新進 |
| Versant Capital Management, Inc | 6,278 | $23.0 萬 | 0.02% | +5,747+1,082.3% | 加碼 |
| Kaizen Financial Strategies | 5,888 | $23.0 萬 | 0.10% | −246−4.0% | 減碼 |
| O'Brien Greene & Co. Inc | 6,304 | $23.1 萬 | 0.07% | +6,304 | 新進 |
| Mattson Financial Services, LLC | 6,314 | $23.1 萬 | 0.06% | +6,314 | 新進 |
| AlphaGrep UK Ltd | 6,523 | $23.9 萬 | 0.07% | −538−7.6% | 減碼 |
| Havemeyer Place LP | 6,574 | $24.1 萬 | 0.03% | +6,574 | 新進 |
| North Dakota State Investment Board | 6,617 | $24.3 萬 | 0.01% | −1,406−17.5% | 減碼 |
| M&G Plc | 6,652 | $24.6 萬 | 0.00% | +388+6.2% | 加碼 |
| KBC Group NV | 6,747 | $24.7 萬 | 0.00% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 6,818 | $25.0 萬 | 0.01% | −8,000−54.0% | 減碼 |
| Fifth Third Wealth Advisors LLC | 6,964 | $25.5 萬 | 0.01% | +269+4.0% | 加碼 |
| CIBC Asset Management Inc | 7,133 | $26.1 萬 | 0.00% | 00.0% | 不變 |
| Shelton Capital Management | 7,519 | $27.6 萬 | 0.01% | −503−6.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,548 | $27.7 萬 | 0.00% | +7,548 | 新進 |
| Brookwood Investment Group LLC | 7,817 | $28.6 萬 | 0.04% | +7,817 | 新進 |
| Brighton Jones LLC | 7,931 | $29.1 萬 | 0.01% | +7,931 | 新進 |
| TCG Advisory Services, LLC | 7,990 | $29.3 萬 | 0.01% | +7,990 | 新進 |
| Alpine Woods Capital Investors, LLC | 8,152 | $29.9 萬 | 0.07% | +8,152 | 新進 |
| Knollwood Investment Advisory, LLC | 8,209 | $30.1 萬 | 0.03% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 8,210 | $30.1 萬 | 0.02% | −18,116−68.8% | 減碼 |
| Evergreen Capital Management LLC | 8,300 | $30.4 萬 | 0.01% | +8,300 | 新進 |
| US Bancorp | 8,343 | $30.6 萬 | 0.00% | −827−9.0% | 減碼 |
| Twinbeech Capital LP | 8,400 | $30.8 萬 | 0.03% | +8,400 | 新進 |
| Panagora Asset Management Inc | 8,860 | $32.5 萬 | 0.00% | +288+3.4% | 加碼 |
| Baker Avenue Asset Management, LP | 8,877 | $32.5 萬 | 0.01% | +8,877 | 新進 |
| Inceptionr LLC | 9,018 | $32.6 萬 | 0.08% | +9,018 | 新進 |
| AssuredPartners Investment Advisors, LLC | 8,817 | $32.8 萬 | 0.04% | −817−8.5% | 減碼 |
| Pinnacle Financial Partners, Inc. | 8,977 | $32.9 萬 | 0.00% | +8,977 | 新進 |
| Ninety One UK Ltd | 8,985 | $32.9 萬 | 0.00% | +8,985 | 新進 |
| Frank, Rimerman Advisors LLC | 8,990 | $32.9 萬 | 0.02% | +3,395+60.7% | 加碼 |
| RFG Advisory, LLC | 9,215 | $33.8 萬 | 0.01% | +2,947+47.0% | 加碼 |
| Capital Financial Group Inc | 9,421 | $34.5 萬 | 0.19% | −849−8.3% | 減碼 |
| Old National Bancorp | 9,934 | $36.4 萬 | 0.01% | −19,683−66.5% | 減碼 |
| Sit Investment Associates Inc | 9,950 | $36.5 萬 | 0.01% | 00.0% | 不變 |
| Norinchukin Bank, The | 10,103 | $37.0 萬 | 0.00% | −323−3.1% | 減碼 |
| Syon Capital LLC | 10,225 | $37.5 萬 | 0.02% | +10,225 | 新進 |
| Maryland State Retirement & Pension System | 10,457 | $38.3 萬 | 0.01% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 10,571 | $38.7 萬 | 0.00% | +10,571 | 新進 |
| NTV Asset Management LLC | 10,720 | $39.3 萬 | 0.04% | −491−4.4% | 減碼 |
| Wealth Quarterback LLC | 10,762 | $39.4 萬 | 0.16% | −1,308−10.8% | 減碼 |
| Caxton Associates LLP | 10,874 | $39.9 萬 | 0.01% | −5,230−32.5% | 減碼 |
| Pensionmark Financial Group, LLC | 10,973 | $40.2 萬 | 0.01% | −6,748−38.1% | 減碼 |
| Pinnacle Associates Ltd | 11,153 | $40.9 萬 | 0.01% | −489−4.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 11,355 | $41.6 萬 | 0.00% | +3,306+41.1% | 加碼 |
| Mutual Advisors, LLC | 11,390 | $41.7 萬 | 0.01% | −25−0.2% | 減碼 |
| Abel Hall, LLC | 11,397 | $41.8 萬 | 0.09% | +1,114+10.8% | 加碼 |
| Wesbanco Bank Inc | 11,408 | $41.8 萬 | 0.01% | 00.0% | 不變 |
| MQS Management LLC | 11,743 | $43.0 萬 | 0.29% | −1,232−9.5% | 減碼 |
| DoubleLine ETF Adviser LP | 11,853 | $43.4 萬 | 0.17% | −2,923−19.8% | 減碼 |
| Vident Advisory, LLC | 11,886 | $43.6 萬 | 0.00% | +6,033+103.1% | 加碼 |
| FJ Capital Management LLC | 12,089 | $44.3 萬 | 0.05% | +12,089 | 新進 |
| EP Wealth Advisors, LLC | 12,465 | $45.7 萬 | 0.00% | +1,738+16.2% | 加碼 |
| Hantz Financial Services, Inc. | 12,473 | $45.7 萬 | 0.01% | +7,312+141.7% | 加碼 |
| Jump Financial, LLC | 12,848 | $47.1 萬 | 0.01% | +12,848 | 新進 |
| DnB Asset Management AS | 12,908 | $47.3 萬 | 0.00% | +12,908 | 新進 |
| Arkadios Wealth Advisors | 12,928 | $47.4 萬 | 0.01% | −32−0.2% | 減碼 |
| Ensign Peak Advisors, Inc | 13,017 | $47.7 萬 | 0.00% | +1,525+13.3% | 加碼 |
| Susquehanna International Group, LLP | 13,282 | $48.7 萬 | 0.00% | −12,191−47.9% | 減碼 |
| Kera Capital Partners, Inc. | 13,402 | $49.1 萬 | 0.06% | +2,979+28.6% | 加碼 |
| Skopos Labs, Inc. | 13,532 | $49.6 萬 | 0.02% | +7,169+112.7% | 加碼 |
| Fieldview Capital Management, LLC | 13,641 | $50.0 萬 | 0.15% | −3,360−19.8% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 13,687 | $50.2 萬 | 0.00% | −3,824−21.8% | 減碼 |
| CWM Advisors, LLC | 13,722 | $50.3 萬 | 0.03% | +9,820+251.7% | 加碼 |
| Mirador Capital Partners LP | 13,761 | $50.4 萬 | 0.07% | +497+3.7% | 加碼 |
| Machina Capital S.A.S. | 13,855 | $50.8 萬 | 0.10% | +13,855 | 新進 |
| Winmill & Co. Inc | 14,000 | $51.3 萬 | 0.15% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 14,045 | $51.5 萬 | 0.02% | −2,008−12.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 14,384 | $52.7 萬 | 0.00% | +4,692+48.4% | 加碼 |
| Cullen/Frost Bankers, Inc. | 14,448 | $53.0 萬 | 0.01% | −25,230−63.6% | 減碼 |