CUBE

Cubesmart

Latest period2024 - Q4Total superinvestors37

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 37 superinvestors own shares of Cubesmart (CUBE), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Cubesmart (CUBE), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Cubesmart (CUBE) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Cubesmart (CUBE) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Julie Wilson@Oak Thistle Llc
Recent Activity
Increased 232.86%
0.42%
$1.383M
32,280 shares@ 42.85 avg price
John Phillips V@Red Door Wealth Management, Llc
Recent Activity
New Position
0.2%
$1.286M
30,000 shares@ 42.85 avg price
Marton Bloemer@Pensionfund Sabic
Recent Activity
0.33%
$1.23M
28,700 shares@ 42.86 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 55.23%
0.05%
$1.069M
24,940 shares@ 42.85 avg price
Gerardo Martinez@Mirador Capital Partners Lp
Recent Activity
Increased 3.01%
0.13%
$700,669
16,352 shares@ 42.85 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Increased 0.13%
0.02%
$659,000
15,375 shares@ 42.87 avg price
Arthur Cooper@Cooper Financial Group
Recent Activity
Decreased -0.65%
0.07%
$539,717
12,595 shares@ 42.86 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
Increased 0.22%
0.02%
$489,904
11,433 shares@ 42.85 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 15.41%
0.02%
$349,956
8,167 shares@ 42.86 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 22.47%
0.02%
$330,520
7,713 shares@ 42.86 avg price