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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
FRA
326
Frank Rimerman Advisors
California
$329K +$130K +3,395 +61%
Ninety One (UK)
327
Ninety One (UK)
United Kingdom
$329K +$345K +8,985 New
PFPG
328
Pinnacle Financial Partners (Georgia)
Georgia
$329K +$344K +8,977 New
AIA
329
AssuredPartners Investment Advisors
Florida
$328K -$31.3K -817 -8%
I
330
InceptionR
California
$326K +$346K +9,018 New
BAAM
331
Baker Avenue Asset Management
California
$325K +$341K +8,877 New
PAM
332
Panagora Asset Management
Massachusetts
$325K +$11K +288 +3%
TC
333
TwinBeech Capital
New York
$308K +$322K +8,400 New
US Bancorp
334
US Bancorp
Minnesota
$306K -$31.7K -827 -9%
ECM
335
Evergreen Capital Management
Washington
$304K +$318K +8,300 New
GCP
336
GSA Capital Partners
United Kingdom
$301K -$695K -18,116 -69%
KIA
337
Knollwood Investment Advisory
Maryland
$301K
AWCI
338
Alpine Woods Capital Investors
New York
$299K +$313K +8,152 New
HIP
339
HUB Investment Partners
Texas
$293K +$307K +7,990 New
BIG
340
Brookwood Investment Group
Arizona
$286K +$300K +7,817 New
EWM
341
Empirical Wealth Management
Washington
$277K +$290K +7,548 New
SCM
342
Shelton Capital Management
Colorado
$276K -$19.3K -503 -6%
CIBC Asset Management
343
CIBC Asset Management
Ontario, Canada
$261K
FTWA
344
Fifth Third Wealth Advisors
Ohio
$255K +$10.3K +269 +4%
PCA
345
Pallas Capital Advisors
Massachusetts
$250K -$307K -8,000 -54%
KBC Group
346
KBC Group
Belgium
$247K
MGP
347
M&G plc
United Kingdom
$246K +$14.9K +388 +6%
NDSIB
348
North Dakota State Investment Board
North Dakota
$243K -$53.9K -1,406 -18%
HP
349
Havemeyer Place
Connecticut
$241K +$252K +6,574 New
MFS
350
Mattson Financial Services
Michigan
$231K +$242K +6,314 New