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CubeSmart

463 hedge funds and large institutions have $7.85B invested in CubeSmart in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 159 increasing their positions, 180 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

559% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $1.98M

3.12% more ownership

Funds ownership: 92.53%95.65% (+3.1%)

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

3% less funds holding

Funds holding: 477463 (-14)

8% less capital invested

Capital invested by funds: $8.58B → $7.85B (-$723M)

12% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 180

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
463
Holders Change
-14
Holders Change %
-2.94%
% of All Funds
5.63%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
68
Increased
159
Reduced
180
Closed
72
Calls
$13.1M
Puts
$1.98M
Net Calls
+$11.1M
Net Calls Change
+$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
226
Hennion & Walsh Asset Management
New Jersey
$1.12M -$5.74K -151 -0.5%
NIM
227
NEOS Investment Management
Connecticut
$1.11M +$360K +9,460 +43%
KPF
228
K2 Principal Fund
Ontario, Canada
$1.09M +$1.14M +30,100 New
RDWM
229
Red Door Wealth Management
Tennessee
$1.08M
ONB
230
Old National Bancorp
Indiana
$1.07M -$3.45M -90,732 -75%
NA
231
Nordwand Advisors
Pennsylvania
$1.07M
BHCM
232
Brevan Howard Capital Management
Jersey
$1.06M +$1.12M +29,449 New
DADC
233
D.A. Davidson & Co
Montana
$1.05M -$54.4K -1,432 -5%
Jacobs Levy Equity Management
234
Jacobs Levy Equity Management
New Jersey
$1.04M
M&T Bank
235
M&T Bank
New York
$1.04M +$1.09M +28,756 New
DW30
236
Drucker Wealth 3.0
New Jersey
$1.02M +$107K +2,805 +11%
ELI
237
Empire Life Investments
Ontario, Canada
$1.01M +$2.66K +70 +0.3%
MML Investors Services
238
MML Investors Services
Massachusetts
$995K +$4.6K +121 +0.4%
WAM
239
Wolverine Asset Management
Illinois
$985K +$1.04M +27,310 New
CCIA
240
Campbell & Co Investment Adviser
Maryland
$975K +$402K +10,581 +64%
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$965K +$336K +8,830 +49%
GCP
242
GSA Capital Partners
United Kingdom
$949K +$1M +26,326 New
Commonwealth Equity Services
243
Commonwealth Equity Services
Massachusetts
$940K -$6.03M -158,624 -86%
ETC
244
Exchange Traded Concepts
Oklahoma
$920K -$2.48M -65,261 -72%
Susquehanna International Group
245
Susquehanna International Group
Pennsylvania
$918K -$592K -15,586 -38%
PS
246
Pensionfund Sabic
Netherlands
$854K
AAM
247
Azzad Asset Management
Virginia
$831K +$31.7K +835 +4%
CA
248
CoreCap Advisors
Michigan
$826K -$186K -4,906 -18%
Federated Hermes
249
Federated Hermes
Pennsylvania
$823K +$93.8K +2,468 +12%
EIP
250
Epoch Investment Partners
New York
$806K -$14.6M -385,182 -95%