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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
PL
276
Perpetual Ltd
Australia
$559K +$32.6K +859 +6%
VU
277
Vanderbilt University
Tennessee
$555K +$585K +15,399 New
CFG
278
Cooper Financial Group
California
$538K +$8.32K +219 +1%
PCA
279
Pallas Capital Advisors
Massachusetts
$534K -$1.52M -39,983 -73%
DEA
280
DoubleLine ETF Adviser
Florida
$533K +$20.9K +551 +4%
PCM
281
Penserra Capital Management
California
$517K +$101K +2,650 +23%
WC
282
Winmill & Co
New York
$505K
CIC
283
Cornercap Investment Counsel
Georgia
$491K -$6.99K -184 -1%
CG
284
Caprock Group
Idaho
$485K -$1.13M -29,648 -69%
BFM
285
Boothbay Fund Management
New York
$484K +$510K +13,427 New
AC
286
Allstate Corporation
Illinois
$482K +$136K +3,589 +37%
MCP
287
Mirador Capital Partners
California
$478K +$456 +12 +0.1%
Natixis Advisors
288
Natixis Advisors
Massachusetts
$476K -$1.7M -44,638 -77%
MM
289
MQS Management
New York
$468K -$7.22K -190 -1%
AWA
290
Arkadios Wealth Advisors
Georgia
$467K -$6.27K -165 -1%
WQ
291
Wealth Quarterback
New Jersey
$435K +$110K +2,902 +32%
PA
292
Pinnacle Associates
New York
$420K -$21.3K -560 -5%
Ensign Peak Advisors
293
Ensign Peak Advisors
Utah
$414K -$924K -24,300 -68%
MA
294
Mutual Advisors
Nebraska
$412K +$149K +3,908 +52%
WB
295
WesBanco Bank
West Virginia
$411K
TRCT
296
Tower Research Capital (TRC)
New York
$411K -$252K -6,642 -37%
NAM
297
NTV Asset Management
West Virginia
$404K -$817K -21,502 -66%
KCP
298
Kera Capital Partners
California
$391K +$117K +3,081 +42%
EWA
299
EP Wealth Advisors
California
$387K +$408K +10,727 New
SLAM
300
Swiss Life Asset Management
$386K +$4.07K +107 +1%