CubeSmart (CUBE) — Institutional Holders, Q2 2026 (page 6)
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 501 to 520. 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 501–520 of 520
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Sachetta#501 · 22 sh | 22 | $875.00 | <0.01% | 0.0% |
| 502 | BROWN, LISLE/CUMMINGS#502 · 21 sh | 21 | $835.00 | — | New |
| 503 | Pinnacle Wealth Planning Services#503 · 21 sh | 21 | $835.00 | <0.01% | 0.0% |
| 504 | LRI Investments#504 · 20 sh | 20 | $795.00 | <0.01% | 0.0% |
| 505 | Private Wealth Management Group#505 · 16 sh | 16 | $637.00 | — | 0.0% |
| 506 | Bruce G. Allen Investments#506 · 16 sh | 16 | $636.00 | <0.01% | 0.0% |
| 507 | TFC Financial Management#507 · 15 sh | 15 | $597.00 | — | 0.0% |
| 508 | DHJJ Financial Advisors, Ltd.#508 · 15 sh | 15 | $597.00 | — | New |
| 509 | North Star Investment Management#509 · 14 sh | 14 | $557.00 | 0.00% | 0.0% |
| 510 | Dunhill Financial#510 · 13 sh | 13 | $532.00 | <0.01% | 0.0% |
| 511 | SouthState Bank#511 · 13 sh | 13 | $518.00 | 0.00% | -89.3% |
| 512 | HIGHLINE WEALTH PARTNERS#512 · 13 sh | 13 | $517.00 | — | New |
| 513 | Planning Strategies#513 · 9 sh | 9 | $358.00 | — | — |
| 514 | Quaker Wealth Management#514 · 8 sh | 8 | $319.00 | — | 0.0% |
| 515 | American Capital Advisory#515 · 5 sh | 5 | $199.00 | <0.01% | 0.0% |
| 516 | Plante Moran Financial Advisors#516 · 4 sh | 4 | $159.00 | 0.00% | New |
| 517 | Caitong International Asset Management , Ltd#517 · 1 sh | 1 | $40.00 | 0.00% | New |
| 518 | Cassaday & Wealth Management#518 · 1 sh | 1 | $40.00 | — | 0.0% |
| 519 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#519 · 262,566 sh | 262,566 | — | — | -0.8% |
| 520 | Worth Venture Partners#520 · 6,200 sh | 6,200 | — | — | 0.0% |
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.