| 4 | STATE STREET CORP | 11.0M | $439.0M | -1.4% | 4.859% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 10.2M | $407.3M | -0.0% | 4.509% | 0.01% |
| 6 | FMR LLC | 7.5M | $298.9M | +1.5% | 3.309% | 0.01% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 7.3M | $289.5M | +239.5% | 3.205% | 0.10% |
| 8 | CANADA PENSION PLAN INVESTMENT BOARD | 7.3M | $288.5M | -0.1% | 3.194% | 0.16% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 4.8M | $189.6M | +0.3% | 2.099% | 0.01% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.8M | $149.6M | +4.9% | 1.656% | 0.02% |
| 11 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 3.4M | $133.6M | +8.6% | 1.479% | 1.86% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 3.4M | $133.3M | -0.1% | 1.476% | 0.02% |
| 13 | NORTHERN TRUST CORP | 3.3M | $133.2M | +0.5% | 1.474% | 0.02% |
| 14 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 3.2M | $128.8M | +18.3% | 1.426% | 0.61% |
| 15 | JPMORGAN CHASE & CO | 2.7M | $112.2M | -27.8% | 1.209% | 0.01% |
| 16 | MILLENNIUM MANAGEMENT LLC | 2.7M | $107.1M | -15.7% | 1.186% | 0.04% |
| 17 | Daiwa Securities Group Inc. | 2.4M | $97.4M | +2614.2% | 1.079% | 0.19% |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.4M | $96.3M | +191.4% | 1.066% | 0.04% |
| 19 | LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 2.3M | $93.2M | +81.5% | 1.032% | 3.32% |
| 20 | AEW CAPITAL MANAGEMENT L P | 2.3M | $91.2M | +8.1% | 1.009% | 5.45% |
| 21 | ALLIANCEBERNSTEIN L.P. | 2.3M | $83.5M | -7.4% | 1.003% | 0.03% |
| 22 | Alyeska Investment Group, L.P. | 2.1M | $82.0M | -15.7% | 0.907% | 0.21% |
| 23 | Bank of New York Mellon Corp | 1.9M | $74.2M | -2.6% | 0.821% | 0.01% |
| 24 | Nuveen, LLC | 1.9M | $73.8M | +0.1% | 0.816% | 0.02% |
| 25 | UBS Group AG | 1.7M | $69.0M | +23.3% | 0.764% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CUBE — a direct measure of their conviction.
| 90.30% |
| 5.20 pp |
| $7.93B |
| 7.9% |
| Q4 2024 | 451 | +3.2% | 95.50% | +3.80 pp | $8.61B | 17% |
| Q3 2024 | 437 | — | 91.70% | — | $10.33B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
CUBE institutional ownership rose by 9.14 percentage points quarter-over-quarter, with a net change of +34 holders.
The top 10 institutions account for 55.8% of all reported 13F value in CUBE, and the top 25 account for 73.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
CubeSmart (CUBE) Institutional Ownership