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CubeSmart

459 hedge funds and large institutions have $9.45B invested in CubeSmart in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 183 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.86M
Puts
$1.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$752K
SAM
252
Securian Asset Management
Minnesota
$738K
Cetera Investment Advisers
253
Cetera Investment Advisers
Illinois
$731K
EAM
254
Erste Asset Management
Austria
$695K
CGH
255
Crossmark Global Holdings
Texas
$683K
Envestnet Portfolio Solutions
256
Envestnet Portfolio Solutions
Illinois
$679K
OBAM
257
ODDO BHF Asset Management
France
$649K
PCP
258
Perbak Capital Partners
United Kingdom
$628K
PL
259
Perpetual Ltd
Australia
$626K
LA
260
Lindenwold Advisors
Pennsylvania
$619K
EP
261
Edgestream Partners
New Jersey
$610K
CA
262
Clearstead Advisors
Ohio
$608K
VI
263
Vestcor Inc
New Brunswick, Canada
$608K
QCG
264
Quadrant Capital Group
Ohio
$605K
CIC
265
Cornercap Investment Counsel
Georgia
$597K
WC
266
Winmill & Co
New York
$595K
MCP
267
Mirador Capital Partners
California
$592K
FRM
268
Fox Run Management
Connecticut
$572K
SAM
269
Shell Asset Management
Netherlands
$570K
DADC
270
D.A. Davidson & Co
Montana
$569K
DEA
271
DoubleLine ETF Adviser
Florida
$569K
MYIA
272
Mount Yale Investment Advisors
Colorado
$564K
GLF
273
Groupe la Francaise
France
$547K
Neuberger Berman Group
274
Neuberger Berman Group
New York
$543K
JF
275
Jump Financial
Illinois
$537K