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CubeSmart

442 hedge funds and large institutions have $9.33B invested in CubeSmart in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 154 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $6.69M | Put options by funds: $2.23M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

17% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 154

1% less capital invested

Capital invested by funds: $9.42B → $9.33B (-$89.1M)

1.35% less ownership

Funds ownership: 97.25%95.9% (-1.4%)

4% less funds holding

Funds holding: 459442 (-17)

20% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 65

Holders
442
Holders Change
-17
Holders Change %
-3.7%
% of All Funds
5.93%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
52
Increased
180
Reduced
154
Closed
65
Calls
$6.69M
Puts
$2.23M
Net Calls
+$4.46M
Net Calls Change
+$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$83K +$15.5K +371 +23%
UB
352
UMB Bank
Missouri
$81.9K +$40.7K +975 +104%
FFA
353
Farther Finance Advisors
California
$75.5K +$61.3K +1,468 +446%
C
354
Covestor
United Kingdom
$67K +$12.2K +292 +23%
AIM
355
Anchor Investment Management
South Carolina
$62.4K
BIG
356
Brooklyn Investment Group
New York
$55.1K -$501 -12 -0.9%
CIBC Private Wealth Group
357
CIBC Private Wealth Group
Georgia
$51.8K +$13.3K +318 +28%
CCM
358
Copeland Capital Management
Pennsylvania
$51.4K -$23.3M -558,738 -100%
HCA
359
Harbor Capital Advisors
Illinois
$50K -$1.35M -32,326 -97%
HNB
360
Huntington National Bank
Ohio
$42.3K -$9.28K -222 -18%
HWA
361
HHM Wealth Advisors
Tennessee
$42.2K -$2.01K -48 -5%
PA
362
Parallel Advisors
California
$39.3K +$11.1K +266 +41%
S
363
SignatureFD
Georgia
$39.3K +$1.46K +35 +4%
LC
364
Lindbrook Capital
California
$39K +$21.7K +520 +132%
AF
365
Allworth Financial
California
$37.4K +$20.9K +501 +115%
AAP
366
Arax Advisory Partners
Colorado
$33.6K +$2.05K +49 +7%
SS
367
Sunbelt Securities
Texas
$32.8K +$42 +1 +0.1%
SPIA
368
Steward Partners Investment Advisory
New York
$32.2K +$794 +19 +3%
Jones Financial Companies
369
Jones Financial Companies
Missouri
$29.3K +$752 +18 +3%
WAG
370
Wiser Advisor Group
Arizona
$28.5K +$334 +8 +1%
GWM
371
Geneos Wealth Management
Colorado
$27.8K +$13K +312 +92%
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$24.1K +$14.9K +356 +170%
MG
373
Mather Group
Illinois
$21.6K -$251 -6 -1%
MA
374
Montag & Associates
Georgia
$20.2K
SR
375
Syntax Research
Florida
$17.8K -$418K -9,996 -96%