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 2 季 13F 持有人
CubeSmart 在 2026/6/30 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
- 519
- 較 2026 年第 1 季 +37 家
- 持有股數
- 2.31 億
- 較 2026 年第 1 季 +2,087 萬 (+9.9%)
- 總市值
- $91.8 億
- 較 2026 年第 1 季 +$14.9 億 (+19.4%)
- 新進機構
- 94
- 另有 197 家加碼
- 清倉機構
- 57
- 另有 157 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Umb Bank N A | 4,109 | $16.3 萬 | 0.00% | +459+12.6% | 加碼 |
| Farther Finance Advisors, LLC | 4,413 | $17.6 萬 | 0.00% | +1,585+56.0% | 加碼 |
| Jones Financial Companies LLLP | 4,273 | $17.6 萬 | 0.00% | +1,709+66.7% | 加碼 |
| Virtus Investment Advisers, Inc. | 4,822 | $19.2 萬 | 0.04% | −246−4.9% | 減碼 |
| Optas, LLC | 5,045 | $20.1 萬 | 0.03% | +5,045 | 新進 |
| Essential Partners LLC | 5,071 | $20.2 萬 | 0.09% | +4,161+457.3% | 加碼 |
| GW Henssler & Associates Ltd | 5,107 | $20.3 萬 | 0.01% | +5,107 | 新進 |
| Renaissance Group LLC | 5,118 | $20.4 萬 | 0.01% | +5,118 | 新進 |
| US Bancorp | 5,222 | $20.8 萬 | 0.00% | −3,121−37.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 5,245 | $20.9 萬 | 0.00% | +703+15.5% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 5,261 | $20.9 萬 | 0.01% | +5,261 | 新進 |
| Clear Street Markets LLC | 5,424 | $21.6 萬 | 0.04% | +5,424 | 新進 |
| Hardy Reed LLC | 5,453 | $21.7 萬 | 0.01% | +5,453 | 新進 |
| AlphaGrep UK Ltd | 5,462 | $21.7 萬 | 0.07% | −1,061−16.3% | 減碼 |
| Fund Advisors of America Inc | 5,475 | $21.8 萬 | 0.20% | +5,475 | 新進 |
| Soltis Investment Advisors LLC | 5,480 | $21.8 萬 | 0.01% | +5,480 | 新進 |
| Sentinus, LLC | 5,490 | $21.8 萬 | 0.02% | +5,490 | 新進 |
| Stonebrook Private Inc. | 5,647 | $22.5 萬 | 0.04% | +5,647 | 新進 |
| Jump Financial, LLC | 5,696 | $22.7 萬 | 0.00% | −7,152−55.7% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 5,721 | $22.8 萬 | 0.01% | +5,721 | 新進 |
| Papamarkou Wellner Asset Management inc. | 5,800 | $23.1 萬 | 0.14% | −150−2.5% | 減碼 |
| Old National Bancorp | 5,801 | $23.1 萬 | 0.00% | −4,133−41.6% | 減碼 |
| FJ Capital Management LLC | 5,806 | $23.1 萬 | 0.03% | −6,283−52.0% | 減碼 |
| Kaizen Financial Strategies | 5,779 | $23.2 萬 | 0.09% | −109−1.9% | 減碼 |
| Mainsail Asset Management, LLC | 5,550 | $23.2 萬 | 0.09% | +5,550 | 新進 |
| Sivia Capital Partners, LLC | 5,873 | $23.4 萬 | 0.03% | +5,873 | 新進 |
| Wick Capital Partners, LLC | 5,955 | $23.7 萬 | 0.04% | +5,955 | 新進 |
| Grey Fox Wealth Advisors, LLC | 5,989 | $23.8 萬 | 0.04% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 6,068 | $24.1 萬 | 0.06% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 6,081 | $24.2 萬 | 0.01% | +57+0.9% | 加碼 |
| Arkadios Wealth Advisors | 6,091 | $24.2 萬 | 0.00% | −6,837−52.9% | 減碼 |
| Coldstream Capital Management Inc | 6,191 | $24.6 萬 | 0.00% | +6,191 | 新進 |
| Worth Venture Partners, LLC | 6,200 | $24.7 萬 | 0.56% | 00.0% | 不變 |
| Inspire Advisors, LLC | 6,214 | $24.8 萬 | 0.02% | +277+4.7% | 加碼 |
| Caerus Investment Advisors, LLC | 6,260 | $24.9 萬 | 0.08% | +6,260 | 新進 |
| Versant Capital Management, Inc | 6,271 | $24.9 萬 | 0.02% | −7−0.1% | 減碼 |
| Brown Financial Advisors | 6,516 | $25.9 萬 | 0.09% | +336+5.4% | 加碼 |
| Sym Financial Corp | 6,544 | $26.0 萬 | 0.02% | +6,544 | 新進 |
| Impact Partnership Wealth, LLC | 6,662 | $26.5 萬 | 0.03% | +6,662 | 新進 |
| Twin Tree Management, LP | 6,706 | $26.7 萬 | 0.04% | +6,706 | 新進 |
| North Dakota State Investment Board | 6,732 | $26.8 萬 | 0.01% | +115+1.7% | 加碼 |
| KBC Group NV | 6,747 | $26.8 萬 | 0.00% | 00.0% | 不變 |
| Horizon Investments, LLC | 6,867 | $26.9 萬 | 0.00% | −86,332−92.6% | 減碼 |
| Mattson Financial Services, LLC | 6,517 | $27.4 萬 | 0.06% | +203+3.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 6,920 | $27.5 萬 | 0.01% | +4,419+176.7% | 加碼 |
| Sagewood Asset Management LP | 6,983 | $27.8 萬 | 0.06% | +937+15.5% | 加碼 |
| Crestwood Advisors Group LLC | 7,019 | $27.9 萬 | 0.00% | +7,019 | 新進 |
| MML Investors Services, LLC | 7,131 | $28.4 萬 | 0.00% | −14,697−67.3% | 減碼 |
| CIBC Asset Management Inc | 7,133 | $28.4 萬 | 0.00% | 00.0% | 不變 |
| Alpine Woods Capital Investors, LLC | 7,232 | $28.8 萬 | 0.06% | −920−11.3% | 減碼 |
| O'Brien Greene & Co. Inc | 7,286 | $29.0 萬 | 0.08% | +982+15.6% | 加碼 |
| IFP Advisors, Inc | 7,292 | $29.0 萬 | 0.01% | +4,712+182.6% | 加碼 |
| Camden Capital, LLC | 7,296 | $29.0 萬 | 0.01% | +7,296 | 新進 |
| United Capital Financial Advisers, LLC | 7,328 | $29.1 萬 | 0.00% | +7,328 | 新進 |
| Fifth Third Wealth Advisors LLC | 7,508 | $29.9 萬 | 0.01% | +544+7.8% | 加碼 |
| Shelton Capital Management | 7,519 | $29.9 萬 | 0.01% | 00.0% | 不變 |
| DRW Securities, LLC | 7,557 | $30.1 萬 | 0.02% | −10,902−59.1% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 7,607 | $30.3 萬 | 0.01% | −8,922−54.0% | 減碼 |
| RMB Capital Management, LLC | 7,770 | $30.9 萬 | 0.00% | +7,770 | 新進 |
| Brookwood Investment Group LLC | 7,792 | $31.0 萬 | 0.04% | −25−0.3% | 減碼 |
| Mission Wealth Management, LP | 7,930 | $31.5 萬 | 0.00% | +7,930 | 新進 |
| RFG Advisory, LLC | 8,066 | $32.1 萬 | 0.01% | −1,149−12.5% | 減碼 |
| Schroder Investment Management Group | 7,900 | $32.2 萬 | 0.00% | −551,056−98.6% | 減碼 |
| Capstone Wealth Management, LLC | 8,105 | $32.2 萬 | 0.15% | +8,105 | 新進 |
| Walleye Trading LLC | 8,169 | $32.5 萬 | 0.00% | +8,169 | 新進 |
| Nykredit A/S | 8,189 | $32.6 萬 | 0.00% | +8,189 | 新進 |
| Park Place Capital Corp | 8,195 | $32.6 萬 | 0.05% | +6,653+431.5% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 8,573 | $34.1 萬 | 0.03% | −244−2.8% | 減碼 |
| iA Global Asset Management Inc. | 8,719 | $34.7 萬 | 0.00% | +8,719 | 新進 |
| Freestone Grove Partners LP | 8,744 | $34.8 萬 | 0.00% | −71,463−89.1% | 減碼 |
| NTV Asset Management LLC | 8,820 | $35.1 萬 | 0.03% | −1,900−17.7% | 減碼 |
| VestGen Advisors, LLC | 8,835 | $35.1 萬 | 0.01% | +3,413+62.9% | 加碼 |
| Daymark Wealth Partners, LLC | 8,923 | $35.5 萬 | 0.01% | +8,923 | 新進 |
| Apollon Wealth Management, LLC | 8,925 | $35.5 萬 | 0.00% | +8,925 | 新進 |
| Kestra Investment Management, LLC | 8,948 | $35.6 萬 | 0.01% | +3,354+60.0% | 加碼 |
| Ninety One UK Ltd | 8,985 | $35.7 萬 | 0.00% | 00.0% | 不變 |
| Panagora Asset Management Inc | 9,232 | $36.7 萬 | 0.00% | +372+4.2% | 加碼 |
| Marshall Wace, LLP | 9,625 | $38.3 萬 | 0.00% | +9,625 | 新進 |
| Norinchukin Bank, The | 9,795 | $39.0 萬 | 0.00% | −308−3.0% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,846 | $39.2 萬 | 0.01% | +2,298+30.4% | 加碼 |
| DoubleLine ETF Adviser LP | 10,066 | $40.0 萬 | 0.17% | −1,787−15.1% | 減碼 |
| Level Four Advisory Services, LLC | 10,075 | $40.1 萬 | 0.01% | −3,970−28.3% | 減碼 |
| Pensionmark Financial Group, LLC | 10,958 | $40.4 萬 | 0.01% | −15−0.1% | 減碼 |
| Jackson Thornton Asset Management, LLC | 10,203 | $40.6 萬 | 0.03% | +10,203 | 新進 |
| Wealth Quarterback LLC | 10,227 | $40.7 萬 | 0.13% | −535−5.0% | 減碼 |
| TD Private Client Wealth LLC | 10,476 | $41.7 萬 | 0.01% | +8,152+350.8% | 加碼 |
| Rockefeller Capital Management L.P. | 10,690 | $42.5 萬 | 0.00% | +6,003+128.1% | 加碼 |
| Nomura Holdings Inc | 10,914 | $43.4 萬 | 0.00% | +10,914 | 新進 |
| Steward Partners Investment Advisory, LLC | 10,985 | $43.7 萬 | 0.00% | +8,919+431.7% | 加碼 |
| Monument Capital Management | 11,026 | $43.9 萬 | 0.09% | +11,026 | 新進 |
| TCG Advisory Services, LLC | 11,138 | $44.3 萬 | 0.01% | +3,148+39.4% | 加碼 |
| Mutual Advisors, LLC | 11,390 | $45.3 萬 | 0.01% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 11,414 | $45.4 萬 | 0.08% | −26,643−70.0% | 減碼 |
| Abel Hall, LLC | 11,439 | $45.5 萬 | 0.08% | +42+0.4% | 加碼 |
| IFG Advisory, LLC | 11,585 | $46.1 萬 | 0.02% | +11,585 | 新進 |
| Maryland State Retirement & Pension System | 11,787 | $46.9 萬 | 0.01% | +1,330+12.7% | 加碼 |
| Himension Fund | 11,965 | $47.6 萬 | 0.03% | +11,965 | 新進 |
| Ritholtz Wealth Management | 11,975 | $47.6 萬 | 0.01% | +11,975 | 新進 |
| Parcion Private Wealth LLC | 12,033 | $47.9 萬 | 0.03% | +12,033 | 新進 |
| Transcend Wealth Collective, LLC | 12,247 | $48.7 萬 | 0.03% | +12,247 | 新進 |