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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
OBGC
351
O'Brien Greene & Co
Pennsylvania
$231K +$242K +6,304 New
KFS
352
Kaizen Financial Strategies
California
$230K -$9.44K -246 -4%
VCM
353
Versant Capital Management
Arizona
$230K +$220K +5,747 +1,082%
BHC
354
Bull Harbor Capital
Maryland
$228K +$239K +6,234 New
MCM
355
MAI Capital Management
Ohio
$227K +$224K +5,851 +1,648%
WVP
356
Worth Venture Partners
New Jersey
$227K
BFA
357
Brown Financial Advisors
Ohio
$226K +$237K +6,180 New
EC
358
EntryPoint Capital
New York
$222K
VA
359
VestGen Advisors
Illinois
$222K +$208K +5,422 New
SAM
360
Sagewood Asset Management
New York
$222K +$232K +6,046 New
BAM
361
Belpointe Asset Management
Nevada
$221K +$5.68K +148 +3%
GFWA
362
Grey Fox Wealth Advisors
Delaware
$219K +$230K +5,989 New
PWAM
363
Papamarkou Wellner Asset Management
New York
$218K
IA
364
Inspire Advisors
Idaho
$218K -$24.3K -634 -10%
TI
365
Tidal Investments
Wisconsin
$216K +$228K +5,937 New
FMI
366
Frec Markets Inc
California
$214K +$224K +5,836 New
WA
367
Waddell & Associates
Tennessee
$209K +$219K +5,705 New
EPW
368
Evolve Private Wealth
California
$206K +$216K +5,625 New
KIM
369
Kestra Investment Management
Texas
$205K +$215K +5,594 New
VIA
370
Virtus Investment Advisers
Connecticut
$186K +$19.9K +518 +11%
Mirae Asset Global Investments
371
Mirae Asset Global Investments
South Korea
$172K -$75.5K -1,969 -30%
Rockefeller Capital Management
372
Rockefeller Capital Management
New York
$172K +$95.3K +2,483 +113%
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$166K -$2K -52 -1%
AF
374
Allworth Financial
California
$149K +$114K +2,983 +273%
PA
375
Parallel Advisors
California
$135K +$58.7K +1,529 +71%