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CubeSmart

460 hedge funds and large institutions have $7.85B invested in CubeSmart in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 180 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $8.58B → $7.85B (-$724M)

12% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 180

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
460
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.1M
Puts
$1.98M
Net Calls
Net Calls Change
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
PMAM
328
Picton Mahoney Asset Management
Ontario, Canada
$253K
WG
329
Winton Group
United Kingdom
$245K
KBC Group
330
KBC Group
Belgium
$243K
FTWA
331
Fifth Third Wealth Advisors
Ohio
$241K
Mirae Asset Global Investments
332
Mirae Asset Global Investments
South Korea
$240K
IA
333
Inspire Advisors
Idaho
$237K
BIG
334
Brooklyn Investment Group
New York
$229K
RA
335
RFG Advisory
Alabama
$226K
MGP
336
M&G plc
United Kingdom
$226K
WVP
337
Worth Venture Partners
New Jersey
$224K
KFS
338
Kaizen Financial Strategies
California
$221K
EC
339
EntryPoint Capital
New York
$219K
PWAM
340
Papamarkou Wellner Asset Management
New York
$214K
BAM
341
Belpointe Asset Management
Nevada
$212K
VA
342
Vident Advisory
Georgia
$211K
FRA
343
Frank Rimerman Advisors
California
$202K
Focus Partners Wealth
344
Focus Partners Wealth
Massachusetts
$202K
HFS
345
Hantz Financial Services
Michigan
$186K
HCA
346
Harbor Capital Advisors
Illinois
$174K
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$166K
VIA
348
Virtus Investment Advisers
Connecticut
$164K
HI
349
Horizon Investments
North Carolina
$146K
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$146K