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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
CIBC Asset Management
326
CIBC Asset Management
Ontario, Canada
$257K
CPIG
327
Chicago Partners Investment Group
Illinois
$257K -$174K -4,571 -41%
PMAM
328
Picton Mahoney Asset Management
Ontario, Canada
$253K
WG
329
Winton Group
United Kingdom
$245K +$258K +6,800 New
KBC Group
330
KBC Group
Belgium
$243K
FTWA
331
Fifth Third Wealth Advisors
Ohio
$241K -$9.62K -253 -4%
Mirae Asset Global Investments
332
Mirae Asset Global Investments
South Korea
$240K +$63.5K +1,672 +33%
IA
333
Inspire Advisors
Idaho
$237K +$57.3K +1,508 +30%
BIG
334
Brooklyn Investment Group
New York
$229K +$242K +6,363 New
RA
335
RFG Advisory
Alabama
$226K +$238K +6,268 New
MGP
336
M&G plc
United Kingdom
$226K +$238K +6,264 New
WVP
337
Worth Venture Partners
New Jersey
$224K +$7.6K +200 +3%
KFS
338
Kaizen Financial Strategies
California
$221K
EC
339
EntryPoint Capital
New York
$219K
PWAM
340
Papamarkou Wellner Asset Management
New York
$214K +$5.7K +150 +3%
BAM
341
Belpointe Asset Management
Nevada
$212K +$532 +14 +0.2%
VA
342
Vident Advisory
Georgia
$211K -$35.5K -933 -14%
FRA
343
Frank Rimerman Advisors
California
$202K -$15.7K -412 -7%
Focus Partners Wealth
344
Focus Partners Wealth
Massachusetts
$202K +$131K +3,460 +166%
HFS
345
Hantz Financial Services
Michigan
$186K +$42.6K +1,121 +28%
HCA
346
Harbor Capital Advisors
Illinois
$174K +$137K +3,608 +299%
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$166K -$124K -3,264 -42%
VIA
348
Virtus Investment Advisers
Connecticut
$164K +$9.16K +241 +6%
HI
349
Horizon Investments
North Carolina
$146K +$157K +4,120 New
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$146K -$59.7K -1,572 -28%