Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

Cubesmart shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Cubesmart (CUBE) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Cubesmart

Tip: Access up to 7 years of quarterly data

All positions including Cubesmart held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cubesmart by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 33k 46.35
2023-09-30 $1.2M 32k 38.13
2023-06-30 $1.4M 32k 44.66
2023-03-31 $1.5M 33k 46.22
2022-12-31 $1.4M 34k 40.25
2022-09-30 $659k 16k 40.09
2022-06-30 $1.4M 34k 42.72
2022-03-31 $1.8M 34k 52.03
2021-12-31 $1.9M 34k 56.91
2021-09-30 $1.6M 34k 48.45
2021-06-30 $1.6M 34k 46.32
2021-03-31 $1.3M 34k 37.82
2020-12-31 $1.1M 34k 33.62
2020-09-30 $1.1M 34k 32.30
2020-06-30 $922k 34k 27.00
2020-03-31 $875k 33k 26.80
2019-12-31 $1.0M 33k 31.49
2019-09-30 $1.1M 33k 34.89
2019-06-30 $1.1M 33k 33.44
2019-03-31 $1.1M 33k 32.04
2018-12-31 $945k 33k 28.70
2018-09-30 $939k 33k 28.52
2018-06-30 $1.0M 32k 32.22
2018-03-31 $914k 32k 28.21
2017-12-31 $923k 32k 28.93
2017-09-30 $828k 32k 25.96
2017-06-30 $767k 32k 24.04
2017-03-31 $862k 33k 25.96
2016-12-31 $889k 33k 26.78
2016-09-30 $905k 33k 27.26
2016-06-30 $1.1M 36k 30.89
2016-03-31 $1.2M 36k 33.30
2015-12-31 $1.5M 50k 30.62
2015-09-30 $1.4M 50k 27.22
2015-06-30 $1.1M 50k 23.17
2015-03-31 $1.2M 50k 24.15
2014-12-31 $1.1M 50k 22.08
2014-09-30 $893k 50k 17.99
2014-06-30 $910k 50k 18.33
2014-03-31 $852k 50k 17.16
2013-12-31 $611k 38k 15.93

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding Cubesmart

Vanguard Group
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T. Rowe Price Associates
Allspring Global Investments Holdings
Branch Banking & Trust Company
Dimensional Fund Advisors
Ing Clarion Real Estate Securities
Deutsche Bank Aktiengesellschaft
Charles Schwab Investment Management
Massachusetts Financial Services
Diamond Hill Capital Management
Duff & Phelps Investment Management
Bank of New York Mellon
Alliancebernstein

View all funds holding Cubesmart