CubeSmart (CUBE) — Institutional Holders, Q2 2026 (page 4)
520 institutional investment managers reported a CUBE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $9.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CUBE 13F holders ranked 301–400 of 520
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | HANTZ FINANCIAL SERVICES#301 · 14,288 sh | 14,288 | $568.0K | <0.01% | +14.6% |
| 302 | SPIRIT OF AMERICA MANAGEMENT#302 · 14,200 sh | 14,200 | $564.7K | — | -23.0% |
| 303 | WINMILL#303 · 14,000 sh | 14,000 | $556.8K | 0.12% | 0.0% |
| 304 | Swiss Life Asset Management Ltd#304 · 13,999 sh | 13,999 | $556.7K | <0.01% | -3.6% |
| 305 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#305 · 13,935 sh | 13,935 | $554.2K | 0.00% | +4.9% |
| 306 | CULLEN/FROST BANKERS#306 · 13,929 sh | 13,929 | $554.0K | <0.01% | -3.6% |
| 307 | EVOLVE PRIVATE WEALTH#307 · 13,522 sh | 13,522 | $537.8K | 0.03% | +140.4% |
| 308 | Waverly Advisors#308 · 13,209 sh | 13,209 | $525.3K | <0.01% | New |
| 309 | SYON CAPITAL#309 · 13,129 sh | 13,129 | $522.1K | 0.02% | +28.4% |
| 310 | AlphaCore Capital#310 · 13,035 sh | 13,035 | $518.4K | <0.01% | New |
| 311 | Allworth Financial#311 · 13,019 sh | 13,019 | $517.8K | <0.01% | +219.4% |
| 312 | PINNACLE ASSOCIATES LTD#312 · 12,910 sh | 12,910 | $513.4K | — | +15.8% |
| 313 | DnB Asset Management AS#313 · 12,908 sh | 12,908 | $513.4K | <0.01% | 0.0% |
| 314 | WADDELL & ASSOCIATES#314 · 12,742 sh | 12,742 | $506.7K | 0.03% | +123.3% |
| 315 | Penserra Capital Management#315 · 12,569 sh | 12,569 | $499.0K | <0.01% | -14.2% |
| 316 | BLAIR WILLIAM#316 · 12,432 sh | 12,432 | $494.4K | <0.01% | New |
| 317 | 111 Capital#317 · 12,359 sh | 12,359 | $491.5K | 0.08% | New |
| 318 | TRANSCEND WEALTH COLLECTIVE#318 · 12,247 sh | 12,247 | $487.1K | 0.03% | New |
| 319 | Parcion Private Wealth#319 · 12,033 sh | 12,033 | $478.6K | 0.03% | New |
| 320 | RITHOLTZ WEALTH MANAGEMENT#320 · 11,975 sh | 11,975 | $476.2K | <0.01% | New |
| 321 | Himension Fund#321 · 11,965 sh | 11,965 | $475.8K | 0.03% | New |
| 322 | Maryland State Retirement & Pension System#322 · 11,787 sh | 11,787 | $468.8K | <0.01% | +12.7% |
| 323 | IFG Advisory#323 · 11,585 sh | 11,585 | $460.7K | 0.02% | New |
| 324 | Abel Hall#324 · 11,439 sh | 11,439 | $454.9K | — | +0.4% |
| 325 | FOX RUN MANAGEMENT, L.L.C.#325 · 11,414 sh | 11,414 | $453.9K | 0.08% | -70.0% |
| 326 | Mutual Advisors#326 · 11,390 sh | 11,390 | $453.0K | <0.01% | 0.0% |
| 327 | Coppell Advisory Solutions#327 · 202 sh | 202 | $447.9K | 0.04% | New |
| 328 | TCG Advisory Services#328 · 11,138 sh | 11,138 | $443.0K | <0.01% | +39.4% |
| 329 | Monument Capital Management#329 · 11,026 sh | 11,026 | $438.5K | — | New |
| 330 | Steward Partners Investment Advisory#330 · 10,985 sh | 10,985 | $436.9K | <0.01% | +431.7% |
| 331 | NOMURA#331 · 10,914 sh | 10,914 | $434.1K | <0.01% | New |
| 332 | Rockefeller Capital Management L.P.#332 · 10,690 sh | 10,690 | $425.1K | <0.01% | +128.1% |
| 333 | TD PRIVATE CLIENT WEALTH#333 · 10,476 sh | 10,476 | $416.6K | <0.01% | +350.8% |
| 334 | Wealth Quarterback#334 · 10,227 sh | 10,227 | $406.7K | — | -5.0% |
| 335 | JACKSON THORNTON WEALTH MANAGEMENT#335 · 10,203 sh | 10,203 | $405.8K | 0.03% | New |
| 336 | World Investment Advisors#336 · 10,958 sh | 10,958 | $404.4K | <0.01% | -0.1% |
| 337 | LEVEL FOUR ADVISORY SERVICES#337 · 10,075 sh | 10,075 | $400.7K | 0.01% | -28.3% |
| 338 | DoubleLine ETF Adviser#338 · 10,066 sh | 10,066 | $400.3K | 0.17% | -15.1% |
| 339 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#339 · 9,846 sh | 9,846 | $391.6K | <0.01% | +30.4% |
| 340 | Norinchukin Bank, The#340 · 9,795 sh | 9,795 | $389.5K | <0.01% | -3.0% |
| 341 | MARSHALL WACE, LLP#341 · 9,625 sh | 9,625 | $382.8K | <0.01% | New |
| 342 | PANAGORA ASSET MANAGEMENT#342 · 9,232 sh | 9,232 | $367.2K | <0.01% | +4.2% |
| 343 | Ninety One UK Ltd#343 · 8,985 sh | 8,985 | $357.3K | — | 0.0% |
| 344 | Kestra Investment Management#344 · 8,948 sh | 8,948 | $355.9K | <0.01% | +60.0% |
| 345 | Apollon Wealth Management#345 · 8,925 sh | 8,925 | $354.9K | — | New |
| 346 | DAYMARK WEALTH PARTNERS#346 · 8,923 sh | 8,923 | $354.9K | <0.01% | New |
| 347 | VestGen Advisors#347 · 8,835 sh | 8,835 | $351.4K | 0.01% | +62.9% |
| 348 | NTV ASSET MANAGEMENT#348 · 8,820 sh | 8,820 | $350.8K | — | -17.7% |
| 349 | Freestone Grove Partners#349 · 8,744 sh | 8,744 | $347.7K | <0.01% | -89.1% |
| 350 | iA Global Asset Management#350 · 8,719 sh | 8,719 | $347.0K | <0.01% | New |
| 351 | AssuredPartners Investment Advisors#351 · 8,573 sh | 8,573 | $340.9K | 0.03% | -2.8% |
| 352 | Park Place Capital#352 · 8,195 sh | 8,195 | $325.9K | 0.05% | +431.5% |
| 353 | Nykredit A/S#353 · 8,189 sh | 8,189 | $325.7K | <0.01% | — |
| 354 | Walleye Trading#354 · 8,169 sh | 8,169 | $324.9K | <0.01% | New |
| 355 | Capstone Wealth Management#355 · 8,105 sh | 8,105 | $322.3K | 0.15% | New |
| 356 | SCHRODER INVESTMENT MANAGEMENT GROUP#356 · 7,900 sh | 7,900 | $321.5K | <0.01% | -98.6% |
| 357 | RFG Advisory#357 · 8,066 sh | 8,066 | $320.8K | <0.01% | -12.5% |
| 358 | MISSION WEALTH MANAGEMENT#358 · 7,930 sh | 7,930 | $315.4K | — | New |
| 359 | Brookwood Investment Group#359 · 7,792 sh | 7,792 | $309.9K | 0.03% | -0.3% |
| 360 | RMB Capital Management#360 · 7,770 sh | 7,770 | $309.0K | <0.01% | New |
| 361 | Ashton Thomas Private Wealth#361 · 7,607 sh | 7,607 | $302.5K | <0.01% | -54.0% |
| 362 | DRW Securities#362 · 7,557 sh | 7,557 | $300.5K | <0.01% | -59.1% |
| 363 | SHELTON CAPITAL MANAGEMENT#363 · 7,519 sh | 7,519 | $299.0K | <0.01% | 0.0% |
| 364 | Fifth Third Wealth Advisors#364 · 7,508 sh | 7,508 | $298.6K | — | +7.8% |
| 365 | UNITED CAPITAL FINANCIAL ADVISORS#365 · 7,328 sh | 7,328 | $291.4K | <0.01% | New |
| 366 | CERTUITY#366 · 7,296 sh | 7,296 | $290.2K | 0.01% | New |
| 367 | IFP Advisors#367 · 7,292 sh | 7,292 | $290.0K | — | +182.6% |
| 368 | O'Brien Greene#368 · 7,286 sh | 7,286 | $289.8K | 0.08% | +15.6% |
| 369 | ALPINE WOODS CAPITAL INVESTORS#369 · 7,232 sh | 7,232 | $287.6K | 0.06% | -11.3% |
| 370 | CIBC Asset Management#370 · 7,133 sh | 7,133 | $283.7K | <0.01% | 0.0% |
| 371 | MML INVESTORS SERVICES#371 · 7,131 sh | 7,131 | $283.6K | <0.01% | -67.3% |
| 372 | Crestwood Advisors Group#372 · 7,019 sh | 7,019 | $279.2K | <0.01% | New |
| 373 | Sagewood Asset Management#373 · 6,983 sh | 6,983 | $277.7K | 0.06% | +15.5% |
| 374 | EverSource Wealth Advisors#374 · 6,920 sh | 6,920 | $275.2K | <0.01% | +58.1% |
| 375 | Mattson Financial Services#375 · 6,517 sh | 6,517 | $274.2K | 0.06% | +3.2% |
| 376 | Horizon Investments#376 · 6,867 sh | 6,867 | $269.5K | <0.01% | -92.6% |
| 377 | KBC Group NV#377 · 6,747 sh | 6,747 | $268.0K | — | 0.0% |
| 378 | North Dakota State Investment Board#378 · 6,732 sh | 6,732 | $267.7K | 0.01% | +1.7% |
| 379 | Twin Tree Management#379 · 6,706 sh | 6,706 | $266.7K | <0.01% | New |
| 380 | Impact Partnership Wealth#380 · 6,662 sh | 6,662 | $265.0K | 0.03% | New |
| 381 | SYM FINANCIAL#381 · 6,544 sh | 6,544 | $260.3K | — | New |
| 382 | Brown Financial Advisors#382 · 6,516 sh | 6,516 | $259.1K | 0.09% | +5.4% |
| 383 | Versant Capital Management#383 · 6,271 sh | 6,271 | $249.4K | — | -0.1% |
| 384 | Caerus Investment Advisors#384 · 6,260 sh | 6,260 | $249.0K | 0.08% | New |
| 385 | Inspire Advisors#385 · 6,214 sh | 6,214 | $247.6K | 0.02% | +4.7% |
| 386 | COLDSTREAM CAPITAL MANAGEMENT#386 · 6,191 sh | 6,191 | $246.2K | <0.01% | New |
| 387 | Arkadios Wealth Advisors#387 · 6,091 sh | 6,091 | $242.2K | <0.01% | -52.9% |
| 388 | Belpointe Asset Management#388 · 6,081 sh | 6,081 | $241.9K | <0.01% | +0.9% |
| 389 | EntryPoint Capital#389 · 6,068 sh | 6,068 | $241.3K | 0.06% | 0.0% |
| 390 | Grey Fox Wealth Advisors#390 · 5,989 sh | 5,989 | $238.2K | 0.04% | 0.0% |
| 391 | Wick Capital Partners#391 · 5,955 sh | 5,955 | $236.8K | 0.04% | New |
| 392 | Sivia Capital Partners#392 · 5,873 sh | 5,873 | $233.6K | 0.03% | New |
| 393 | MAINSAIL ASSET MANAGEMENT#393 · 5,550 sh | 5,550 | $232.5K | — | New |
| 394 | Kaizen Financial Strategies#394 · 5,779 sh | 5,779 | $231.9K | — | -1.9% |
| 395 | FJ Capital Management#395 · 5,806 sh | 5,806 | $230.9K | 0.03% | -52.0% |
| 396 | OLD NATIONAL BANCORP#396 · 5,801 sh | 5,801 | $230.7K | — | -41.6% |
| 397 | Papamarkou Wellner Asset Management#397 · 5,800 sh | 5,800 | $230.7K | 0.14% | -2.5% |
| 398 | BEESE FULMER INVESTMENT MANAGEMENT#398 · 5,721 sh | 5,721 | $227.5K | — | New |
| 399 | Jump Financial#399 · 5,696 sh | 5,696 | $226.5K | <0.01% | -55.7% |
| 400 | Stonebrook Private#400 · 5,647 sh | 5,647 | $224.6K | 0.04% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.