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CubeSmart

460 hedge funds and large institutions have $7.85B invested in CubeSmart in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 180 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $8.58B → $7.85B (-$724M)

12% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 180

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
460
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.1M
Puts
$1.98M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
226
Hennion & Walsh Asset Management
New Jersey
$1.12M
NIM
227
NEOS Investment Management
Connecticut
$1.11M
KPF
228
K2 Principal Fund
Ontario, Canada
$1.09M
RDWM
229
Red Door Wealth Management
Tennessee
$1.08M
ONB
230
Old National Bancorp
Indiana
$1.07M
NA
231
Nordwand Advisors
Pennsylvania
$1.07M
BHCM
232
Brevan Howard Capital Management
Jersey
$1.06M
DADC
233
D.A. Davidson & Co
Montana
$1.05M
Jacobs Levy Equity Management
234
Jacobs Levy Equity Management
New Jersey
$1.04M
M&T Bank
235
M&T Bank
New York
$1.04M
DW30
236
Drucker Wealth 3.0
New Jersey
$1.02M
ELI
237
Empire Life Investments
Ontario, Canada
$1.01M
MML Investors Services
238
MML Investors Services
Massachusetts
$995K
WAM
239
Wolverine Asset Management
Illinois
$985K
CCIA
240
Campbell & Co Investment Adviser
Maryland
$975K
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$965K
GCP
242
GSA Capital Partners
United Kingdom
$949K
Commonwealth Equity Services
243
Commonwealth Equity Services
Massachusetts
$940K
ETC
244
Exchange Traded Concepts
Oklahoma
$920K
Susquehanna International Group
245
Susquehanna International Group
Pennsylvania
$918K
PS
246
Pensionfund Sabic
Netherlands
$854K
AAM
247
Azzad Asset Management
Virginia
$831K
CA
248
CoreCap Advisors
Michigan
$826K
Federated Hermes
249
Federated Hermes
Pennsylvania
$823K
EIP
250
Epoch Investment Partners
New York
$806K