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CubeSmart

481 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, 197 increasing their positions, 139 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.42M
Puts
$2.83M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OBGC
351
O'Brien Greene & Co
Pennsylvania
$231K
KFS
352
Kaizen Financial Strategies
California
$230K
VCM
353
Versant Capital Management
Arizona
$230K
BHC
354
Bull Harbor Capital
Maryland
$228K
MCM
355
MAI Capital Management
Ohio
$227K
WVP
356
Worth Venture Partners
New Jersey
$227K
BFA
357
Brown Financial Advisors
Ohio
$226K
EC
358
EntryPoint Capital
New York
$222K
VA
359
VestGen Advisors
Illinois
$222K
SAM
360
Sagewood Asset Management
New York
$222K
BAM
361
Belpointe Asset Management
Nevada
$221K
GFWA
362
Grey Fox Wealth Advisors
Delaware
$219K
PWAM
363
Papamarkou Wellner Asset Management
New York
$218K
IA
364
Inspire Advisors
Idaho
$218K
TI
365
Tidal Investments
Wisconsin
$216K
FMI
366
Frec Markets Inc
California
$214K
WA
367
Waddell & Associates
Tennessee
$209K
EPW
368
Evolve Private Wealth
California
$206K
KIM
369
Kestra Investment Management
Texas
$205K
VIA
370
Virtus Investment Advisers
Connecticut
$186K
Mirae Asset Global Investments
371
Mirae Asset Global Investments
South Korea
$172K
Rockefeller Capital Management
372
Rockefeller Capital Management
New York
$172K
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$166K
AF
374
Allworth Financial
California
$149K
PA
375
Parallel Advisors
California
$135K