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CubeSmart

442 hedge funds and large institutions have $9.33B invested in CubeSmart in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 154 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $6.69M | Put options by funds: $2.23M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

17% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 154

1% less capital invested

Capital invested by funds: $9.42B → $9.33B (-$89.1M)

1.35% less ownership

Funds ownership: 97.25%95.9% (-1.4%)

4% less funds holding

Funds holding: 459442 (-17)

20% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 65

Holders
442
Holders Change
-17
Holders Change %
-3.7%
% of All Funds
5.93%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
52
Increased
180
Reduced
154
Closed
65
Calls
$6.69M
Puts
$2.23M
Net Calls
+$4.46M
Net Calls Change
+$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
226
M&T Bank
New York
$1.09M -$48.5K -1,161 -4%
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$1.06M +$114K +2,725 +12%
CG
228
Caprock Group
Idaho
$1.05M +$1.03M +24,612 New
NYLIM
229
New York Life Investment Management
New York
$1.03M +$15.7K +376 +2%
WIA
230
World Investment Advisors
California
$1.03M -$22.1K -529 -2%
MYIA
231
Mount Yale Investment Advisors
Colorado
$967K -$6.6K -158 -0.7%
BNP Paribas Asset Management
232
BNP Paribas Asset Management
France
$933K +$279K +6,677 +44%
ETC
233
Exchange Traded Concepts
Oklahoma
$928K +$776K +18,569 +589%
Federated Hermes
234
Federated Hermes
Pennsylvania
$915K -$35.3K -846 -4%
Creative Planning
235
Creative Planning
Kansas
$892K +$41.1K +984 +5%
IMRF
236
Illinois Municipal Retirement Fund
Illinois
$889K
AAM
237
Azzad Asset Management
Virginia
$868K +$849K +20,325 New
I
238
InceptionR
California
$861K +$550K +13,169 +182%
ET
239
Entropy Technologies
New York
$843K +$391K +9,367 +90%
SOAMC
240
Spirit of America Management Corp
New York
$831K
JF
241
Jump Financial
Illinois
$824K +$806K +19,300 New
Janney Montgomery Scott
242
Janney Montgomery Scott
Pennsylvania
$821K +$803K +19,215 New
EAM
243
Erste Asset Management
Austria
$803K -$54.3K -1,300 -6%
FDCDDQ
244
Federation des caisses Desjardins du Quebec
Quebec, Canada
$796K
GCM
245
Gallacher Capital Management
Colorado
$786K +$485K +11,608 +171%
VPIM
246
Vanguard Personalized Indexing Management
California
$776K +$288K +6,881 +61%
FAM
247
Fairtree Asset Management
South Africa
$766K
SAM
248
Securian Asset Management
Minnesota
$730K
Cetera Investment Advisers
249
Cetera Investment Advisers
Illinois
$724K -$69.4K -1,661 -9%
Envestnet Portfolio Solutions
250
Envestnet Portfolio Solutions
Illinois
$708K -$221K -5,279 -24%