# CUBESMART (CUBE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CUBE/

- Reporting holders: 17
- Reported value: $28.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $22.5M | 598,704 | 1.3% | 1 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $2.8M | 75,139 | 0.0% | 3 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $898.1K | 23,898 | 0.7% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $532.3K | 14,163 | 0.0% | 9 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $382.6K | 10,180 | 0.1% | 2 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $303.3K | 8,072 | 0.0% | 16 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $219.9K | 5,852 | 0.1% | 12 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $178.5K | 4,751 | 0.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $173.1K | 4,605 | 0.0% | 16 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $68.8K | 1,830 | 0.0% | 12 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $15.6K | 415 | 0.0% | 19 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $8.1K | 215 | 0.0% | 16 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $7.3K | 193 | 0.0% | 8 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $6.3K | 168 | 0.0% | 1 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $4.2K | 113 | 0.0% | 1 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $2.4K | 65 | 0.0% | 7 |
| [Pensionfund PDN](https://holderbook.com/funds/1297731-pensionfund-pdn/) | $1.9K | 50,000 | 1.1% | 32 |
| [Pensionfund Sabic](https://holderbook.com/funds/1637246-pensionfund-sabic/) | $891 | 23,700 | 1.1% | 32 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $338 | 9 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $23 | 603 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 17 | $28.1M |
| Q2 2026 | 517 | $9.9B |
| Q1 2026 | 485 | $7.9B |
| Q4 2025 | 465 | $8.0B |
| Q3 2025 | 479 | $8.8B |
| Q2 2025 | 464 | $9.5B |
| Q1 2025 | 446 | $9.4B |
| Q4 2024 | 461 | $9.4B |
| Q3 2024 | 451 | $12.0B |
| Q2 2024 | 424 | $10.1B |
| Q1 2024 | 428 | $10.3B |
| Q4 2023 | 442 | $10.5B |