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CubeSmart

465 hedge funds and large institutions have $8.57B invested in CubeSmart in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 169 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 169

5.15% less ownership

Funds ownership: 97.6%92.45% (-5.1%)

9% less capital invested

Capital invested by funds: $9.45B → $8.57B (-$884M)

Holders
465
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.3M
Puts
$1.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AACA
301
American Assets Capital Advisers
California
$347K
ECM
302
Evergreen Capital Management
Washington
$345K
TPCW
303
TD Private Client Wealth
New York
$339K
Cerity Partners
304
Cerity Partners
New York
$335K
SC
305
SummitTX Capital
Texas
$335K
KIA
306
Knollwood Investment Advisory
Maryland
$334K
SCM
307
Shelton Capital Management
Colorado
$326K
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$320K
1C
309
111 Capital
France
$318K
MA
310
Mutual Advisors
Nebraska
$315K
TSS
311
Two Sigma Securities
New York
$312K
KCP
312
Kera Capital Partners
California
$299K
JF
313
Jump Financial
Illinois
$297K
XF
314
XML Financial
Maryland
$293K
CIBC Asset Management
315
CIBC Asset Management
Ontario, Canada
$290K
KAS
316
Kestra Advisory Services
Texas
$285K
PMAM
317
Picton Mahoney Asset Management
Ontario, Canada
$285K
GCM
318
Greenland Capital Management
New York
$285K
FTWA
319
Fifth Third Wealth Advisors
Ohio
$283K
FC
320
Farringdon Capital
United Kingdom
$282K
VA
321
Vident Advisory
Georgia
$276K
EC
322
EntryPoint Capital
New York
$247K
FRA
323
Frank Rimerman Advisors
California
$244K
WVP
324
Worth Venture Partners
New Jersey
$244K
SAM
325
Shell Asset Management
Netherlands
$241K