CubeSmart
CUBE· NYSE
Who holds CubeSmart, from the managers’ Form 13F reports for the quarter ended Sep 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| Miller Global Investments, LLC | 23.9K | ±0% | $898.1K | 0.7% | Oct 2, 2026 |
| Versant Capital Management, Inc | 8.1K | +28.7% | $303.3K | 0.1% | Oct 2, 2026 |
| Roxbury Financial LLC | 193 | +1.0% | $7.3K | 0.1% | Oct 1, 2026 |
| GoalVest Advisory LLC | 168 | New | $6.3K | 0.1% | Oct 2, 2026 |
| Planning Strategies Inc. | 9 | ±0% | $338 | 0.1% | Oct 2, 2026 |
| CX Institutional | 603 | +85.0% | $23 | 0.1% | Oct 2, 2026 |