16 institutions reported holding $8.9M of CubeSmart (CUBE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gradient Investments LLC ($3.0M), Pensionfund DSM Netherlands ($2.1M), Pensionfund Sabic ($1.0M), Miller Global Investments, LLC ($950,423), CoreCap Advisors, LLC ($674,889). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $3.0M | 75,384 | Added |
| 2 | Pensionfund DSM Netherlands | $2.1M | 53,800 | Hold |
| 3 | Pensionfund Sabic | $1.0M | 25,700 | Hold |
| 4 | Miller Global Investments, LLC | $950,423 | 23,898 | Hold |
| 5 | CoreCap Advisors, LLC | $674,889 | 16,970 | Trimmed |
| 6 | Hennion & Walsh Asset Management, Inc. | $609,078 | 15,315 | Trimmed |
| 7 | Versant Capital Management, Inc | $249,398 | 6,271 | Trimmed |
| 8 | GAMMA Investing LLC | $141,064 | 3,547 | Added |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $56,355 | 1,417 | Added |
| 10 | MassMutual Private Wealth & Trust, FSB | $14,317 | 360 | Added |
| 11 | CX Institutional | $13,000 | 326 | Added |
| 12 | Roxbury Financial LLC | $7,597 | 191 | Added |
| 13 | MJT & Associates Financial Advisory Group, Inc. | $2,586 | 65 | Hold |
| 14 | Dogwood Wealth Management LLC | $1,114 | 28 | Hold |
| 15 | Cooper Financial Group | $0 | 0 | Exited |
| 16 | Mirador Capital Partners LP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30