CUBE — Cubesmart Com Institutional Holders · Q3 2026
Who owns Cubesmart Com (CUBE)? 21 institutions reported holding $30.92M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Valley Wealth Managers, Inc. ($22.5M), Gradient Investments LLC ($2.8M), Pensionfund DSM Netherlands ($1.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | VALLEY WEALTH MANAGERS, INC. | $22.5M | 598,704 | New |
| 2 | Gradient Investments LLC | $2.8M | 75,139 | Trimmed |
| 3 | Pensionfund DSM Netherlands | $1.9M | 50,000 | Trimmed |
| 4 | Miller Global Investments, LLC | $898,087 | 23,898 | Hold |
| 5 | Pensionfund Sabic | $891,000 | 23,700 | Trimmed |
| 6 | CoreCap Advisors, LLC | $532,278 | 14,163 | Trimmed |
| 7 | Monument Capital Management | $382,564 | 10,180 | Trimmed |
| 8 | Versant Capital Management, Inc | $303,346 | 8,072 | Added |
| 9 | Kaizen Financial Strategies | $219,936 | 5,852 | Added |
| 10 | GAMMA Investing LLC | $178,543 | 4,751 | Added |
| 11 | Farther Finance Advisors, LLC | $173,073 | 4,605 | Added |
| 12 | ELEVATION WEALTH PARTNERS, LLC | $68,772 | 1,830 | Added |
| 13 | CX Institutional | $23,000 | 603 | Added |
| 14 | Bank of New Hampshire | $15,596 | 415 | Hold |
| 15 | MassMutual Private Wealth & Trust, FSB | $8,080 | 215 | Trimmed |
| 16 | Roxbury Financial LLC | $7,259 | 193 | Added |
| 17 | GoalVest Advisory LLC | $6,313 | 168 | New |
| 18 | GK Wealth Management LLC | $4,247 | 113 | New |
| 19 | MJT & Associates Financial Advisory Group, Inc. | $2,443 | 65 | Hold |
| 20 | Planning Strategies Inc. | $338 | 9 | Hold |
| 21 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30