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CubeSmart

442 hedge funds and large institutions have $9.33B invested in CubeSmart in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 154 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $6.69M | Put options by funds: $2.23M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

17% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 154

1% less capital invested

Capital invested by funds: $9.42B → $9.33B (-$89.1M)

1.35% less ownership

Funds ownership: 97.25%95.9% (-1.4%)

4% less funds holding

Funds holding: 459442 (-17)

20% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 65

Holders
442
Holders Change
-17
Holders Change %
-3.7%
% of All Funds
5.93%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
52
Increased
180
Reduced
154
Closed
65
Calls
$6.69M
Puts
$2.23M
Net Calls
+$4.46M
Net Calls Change
+$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
301
Jefferies Financial Group
New York
$353K +$345K +8,258 New
SCM
302
Shelton Capital Management
Colorado
$351K -$11.3K -270 -3%
KIA
303
Knollwood Investment Advisory
Maryland
$351K
EGM
304
Engineers Gate Manager
New York
$350K -$2.01M -48,155 -85%
BC
305
Bridgefront Capital
Texas
$337K -$337K -8,061 -51%
NFG
306
Nations Financial Group
Iowa
$322K +$29.3K +702 +10%
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$305K +$6.23K +149 +2%
FTWA
308
Fifth Third Wealth Advisors
Ohio
$301K -$46.7K -1,117 -14%
XF
309
XML Financial
Maryland
$300K -$4.76K -114 -2%
D.E. Shaw & Co
310
D.E. Shaw & Co
New York
$286K -$89.3K -2,137 -24%
AI
311
Atria Investments
North Carolina
$286K -$105K -2,521 -27%
VCM
312
Versant Capital Management
Arizona
$285K +$251K +6,003 +883%
AAM
313
Advisors Asset Management
Colorado
$276K -$11.6K -278 -4%
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$273K +$39K +934 +17%
CAU
315
Caxton Associates (UK)
$270K +$264K +6,329 New
KCP
316
Kera Capital Partners
California
$269K +$263K +6,302 New
FRA
317
Frank Rimerman Advisors
California
$267K -$74.7K -1,787 -22%
MA
318
Mutual Advisors
Nebraska
$260K -$4.43K -106 -2%
Mirae Asset Global Investments
319
Mirae Asset Global Investments
South Korea
$257K -$7.31K -175 -3%
BAM
320
Belpointe Asset Management
Nevada
$256K -$11.7K -280 -4%
SC
321
Syon Capital
California
$252K +$247K +5,906 New
PWAM
322
Papamarkou Wellner Asset Management
New York
$248K
Cerity Partners
323
Cerity Partners
New York
$230K +$13.2K +316 +6%
MYAM
324
Meiji Yasuda Asset Management
Japan
$229K -$7.31K -175 -3%
ECM
325
Evergreen Capital Management
Washington
$229K +$224K +5,355 New