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CubeSmart

483 hedge funds and large institutions have $7.72B invested in CubeSmart in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 199 increasing their positions, 139 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $9.42M | Put options by funds: $2.83M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

61% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 49

43% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 139

4% more funds holding

Funds holding: 463483 (+20)

2% less capital invested

Capital invested by funds: $7.85B → $7.72B (-$131M)

2.71% less ownership

Funds ownership: 95.65%92.94% (-2.7%)

Holders
483
Holders Change
+20
Holders Change %
+4.32%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
79
Increased
199
Reduced
139
Closed
49
Calls
$9.42M
Puts
$2.83M
Net Calls
+$6.59M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
276
Crossmark Global Holdings
Texas
$605K
DFCM
277
Dark Forest Capital Management
Puerto Rico
$602K -$4.28M -111,664 -87%
TWPM
278
Total Wealth Planning & Management
Florida
$600K +$628K +16,374 New
PS
279
Principal Securities
Iowa
$580K -$606K -15,805 -50%
SA
280
Sanctuary Advisors
Indiana
$579K -$13.5K -351 -2%
BFM
281
Boothbay Fund Management
New York
$576K +$88.2K +2,298 +17%
TRCT
282
Tower Research Capital (TRC)
New York
$574K +$164K +4,280 +38%
HWAM
283
Hennion & Walsh Asset Management
New Jersey
$566K -$599K -15,616 -50%
CFG
284
Cooper Financial Group
California
$549K +$1.96K +51 +0.3%
PCM
285
Penserra Capital Management
California
$537K +$11.2K +291 +2%
SLAM
286
Swiss Life Asset Management
$532K +$147K +3,824 +36%
CFB
287
Cullen/Frost Bankers
Texas
$530K -$968K -25,230 -64%
PNC Financial Services Group
288
PNC Financial Services Group
Pennsylvania
$527K +$180K +4,692 +48%
LFAS
289
Level Four Advisory Services
Texas
$515K -$77K -2,008 -13%
WC
290
Winmill & Co
New York
$513K
MC
291
Machina Capital
France
$508K +$532K +13,855 New
MCP
292
Mirador Capital Partners
California
$504K +$19.1K +497 +4%
II
293
Inspire Investing
Idaho
$503K +$377K +9,820 +252%
Envestnet Portfolio Solutions
294
Envestnet Portfolio Solutions
Illinois
$502K -$147K -3,824 -22%
FCM
295
Fieldview Capital Management
Michigan
$500K -$129K -3,360 -20%
BIG
296
Brooklyn Investment Group
New York
$496K +$275K +7,169 +113%
KCP
297
Kera Capital Partners
California
$491K +$114K +2,979 +29%
Susquehanna International Group
298
Susquehanna International Group
Pennsylvania
$487K -$468K -12,191 -48%
Ensign Peak Advisors
299
Ensign Peak Advisors
Utah
$477K +$58.5K +1,525 +13%
AWA
300
Arkadios Wealth Advisors
Georgia
$474K -$1.23K -32 -0.2%