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CubeSmart

465 hedge funds and large institutions have $8.57B invested in CubeSmart in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 169 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 169

5.15% less ownership

Funds ownership: 97.6%92.45% (-5.1%)

9% less capital invested

Capital invested by funds: $9.45B → $8.57B (-$884M)

Holders
465
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
$10.3M
Puts
$1.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
351
Greenleaf Trust
Michigan
$201K
VIA
352
Virtus Investment Advisers
Connecticut
$175K
AFWM
353
Abich Financial Wealth Management
Virginia
$172K
HFS
354
Hantz Financial Services
Michigan
$164K
AAM
355
Advisors Asset Management
Colorado
$160K
GFM
356
GF Fund Management
China
$155K
Bessemer Group
357
Bessemer Group
New Jersey
$153K
Fidelity International
358
Fidelity International
Bermuda
$147K
GI
359
GAMMA Investing
California
$111K
CT
360
Colonial Trust
South Carolina
$108K
ERSOT
361
Employees Retirement System of Texas
Texas
$94K
CIBC Private Wealth Group
362
CIBC Private Wealth Group
Georgia
$93.4K
CI Investments Inc
363
CI Investments Inc
Ontario, Canada
$93K
EWP
364
Elevation Wealth Partners
California
$92.1K
FFA
365
Farther Finance Advisors
California
$85.7K
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$80.7K
S
367
SignatureFD
Georgia
$79.8K
Rockefeller Capital Management
368
Rockefeller Capital Management
New York
$77.6K
UB
369
UMB Bank
Missouri
$77.5K
Jones Financial Companies
370
Jones Financial Companies
Missouri
$72.9K
ASN
371
Advisory Services Network
Georgia
$72.4K
Group One Trading
372
Group One Trading
Illinois
$71.2K
SR
373
Syntax Research
Florida
$71.2K
C
374
Covestor
United Kingdom
$63K
AIM
375
Anchor Investment Management
South Carolina
$59.4K