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CubeSmart

476 hedge funds and large institutions have $8.58B invested in CubeSmart in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 177 increasing their positions, 172 reducing their positions, and 48 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:

3% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 172

5.05% less ownership

Funds ownership: 97.58%92.53% (-5.1%)

9% less capital invested

Capital invested by funds: $9.45B → $8.58B (-$876M)

Holders
476
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
IA
301
IFG Advisory
Georgia
$399K
AC
302
Allstate Corporation
Illinois
$397K
ProShare Advisors
303
ProShare Advisors
Maryland
$394K
WQ
304
Wealth Quarterback
New Jersey
$373K
BCM
305
Bayesian Capital Management
New York
$362K
PAM
306
Panagora Asset Management
Massachusetts
$359K
AACA
307
American Assets Capital Advisers
California
$347K
ECM
308
Evergreen Capital Management
Washington
$345K
TPCW
309
TD Private Client Wealth
New York
$339K
Cerity Partners
310
Cerity Partners
New York
$335K
SC
311
SummitTX Capital
Texas
$335K
KIA
312
Knollwood Investment Advisory
Maryland
$334K
SCM
313
Shelton Capital Management
Colorado
$326K
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$320K
1C
315
111 Capital
France
$318K
MA
316
Mutual Advisors
Nebraska
$315K
TSS
317
Two Sigma Securities
New York
$312K
KCP
318
Kera Capital Partners
California
$299K
JF
319
Jump Financial
Illinois
$297K
XF
320
XML Financial
Maryland
$293K
CIBC Asset Management
321
CIBC Asset Management
Ontario, Canada
$290K
KAS
322
Kestra Advisory Services
Texas
$285K
PMAM
323
Picton Mahoney Asset Management
Ontario, Canada
$285K
GCM
324
Greenland Capital Management
New York
$285K
FTWA
325
Fifth Third Wealth Advisors
Ohio
$283K