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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
GFWA
326
Grey Fox Wealth Advisors
Delaware
$227K +$222K +5,325 New
PA
327
Profund Advisors
Maryland
$224K -$7.02K -168 -3%
GCP
328
GSA Capital Partners
United Kingdom
$223K +$218K +5,228 New
CT
329
Colonial Trust
South Carolina
$223K +$117K +2,800 +116%
RG
330
Renaissance Group
Kentucky
$215K -$9.65K -231 -4%
IA
331
Inspire Advisors
Idaho
$207K +$203K +4,852 New
NIM
332
NEOS Investment Management
Connecticut
$206K +$204K +4,886 New
KFS
333
Kaizen Financial Strategies
California
$200K -$3.8K -91 -2%
CI Investments Inc
334
CI Investments Inc
Ontario, Canada
$191K +$3.63K +87 +2%
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$187K +$61.2K +1,465 +50%
GFM
336
GF Fund Management
China
$183K +$7.98K +191 +5%
AssetMark Inc
337
AssetMark Inc
California
$181K +$24.6K +589 +16%
Bessemer Group
338
Bessemer Group
New Jersey
$158K +$10.7K +255 +7%
VIA
339
Virtus Investment Advisers
Connecticut
$150K +$147K +3,514 New
GM
340
GeoWealth Management
Illinois
$146K +$14.7K +351 +11%
QL
341
Quarry LP
New York
$139K -$81.1K -1,940 -37%
Mitsubishi UFJ Trust & Banking
342
Mitsubishi UFJ Trust & Banking
Japan
$136K -$7.02M -167,910 -98%
QCG
343
Quadrant Capital Group
Ohio
$116K +$13K +311 +13%
TPCW
344
TD Private Client Wealth
New York
$109K +$23.9K +573 +29%
WT
345
Washington Trust
Rhode Island
$107K
EWP
346
Elevation Wealth Partners
California
$96.1K
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$95.9K +$2.21K +53 +2%
GI
348
GAMMA Investing
California
$93.1K +$10.7K +256 +13%
CAWM
349
Capital A Wealth Management
Pennsylvania
$92.1K
KIM
350
Kestra Investment Management
Texas
$84.3K +$82.4K +1,973 New