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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
MSRPS
301
Maryland State Retirement & Pension System
Maryland
$377K
NB
302
Norinchukin Bank
Japan
$376K -$13.3K -351 -3%
Stifel Financial
303
Stifel Financial
Missouri
$371K -$1.58M -41,656 -80%
AHL
304
Abel Hall LLC
Louisiana
$371K +$186K +4,893 +91%
CFG
305
Capital Financial Group
Colorado
$370K +$390K +10,270 New
QT
306
Quantbot Technologies
New York
$369K +$389K +10,247 New
1IA
307
1834 Investment Advisors
Wisconsin
$368K -$1.9M -49,918 -83%
PCM
308
Polymer Capital Management
New York
$366K +$386K +10,150 New
DTL
309
Dynamic Technology Lab
Singapore
$364K +$167K +4,388 +77%
Mercer Global Advisors
310
Mercer Global Advisors
Colorado
$361K -$256K -6,730 -40%
IA
311
IFG Advisory
Georgia
$360K +$5.82K +153 +2%
SIA
312
Sit Investment Associates
Minnesota
$359K
PNC Financial Services Group
313
PNC Financial Services Group
Pennsylvania
$349K -$147K -3,863 -28%
AIA
314
AssuredPartners Investment Advisors
Florida
$347K +$366K +9,634 New
US Bancorp
315
US Bancorp
Minnesota
$331K -$64.7K -1,703 -16%
ProShare Advisors
316
ProShare Advisors
Maryland
$330K -$21.1K -554 -6%
PAM
317
Panagora Asset Management
Massachusetts
$309K -$9.43K -248 -3%
DWM
318
Dakota Wealth Management
Florida
$301K +$318K +8,357 New
KIA
319
Knollwood Investment Advisory
Maryland
$296K
Neuberger Berman Group
320
Neuberger Berman Group
New York
$294K -$173K -4,552 -36%
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$290K -$428K -11,267 -58%
NDSIB
322
North Dakota State Investment Board
North Dakota
$289K +$305K +8,023 New
SCM
323
Shelton Capital Management
Colorado
$289K
ECSS
324
Eurizon Capital SGR SpA
$280K +$295K +7,764 New
PA
325
PharVision Advisers
Florida
$274K +$289K +7,599 New