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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
BONH
376
Bank of New Hampshire
New Hampshire
$17.7K
NA
377
NewEdge Advisors
Louisiana
$17.1K +$209 +5 +1%
ACM
378
AEW Capital Management
Massachusetts
$17.1K
JGIA
379
Jackson Grant Investment Advisers
Connecticut
$17.1K
WT
380
Whittier Trust
California
$17K -$6.77K -162 -29%
RA
381
Rise Advisors
New York
$15.9K -$9.23K -221 -37%
PTC
382
Private Trust Company
Ohio
$15.5K
SC
383
SouthState Corp
Florida
$14.6K +$1.75K +42 +14%
RTC
384
Riverview Trust Company
Washington
$13.7K
LFG
385
Larson Financial Group
Missouri
$13.2K +$2.97K +71 +30%
SWM
386
Spire Wealth Management
Virginia
$13K -$251 -6 -2%
NSIM
387
North Star Investment Management
Illinois
$12.8K
QC
388
Quent Capital
New York
$12.6K +$5.01K +120 +68%
MCM
389
MAI Capital Management
Ohio
$11.9K -$1.96K -47 -14%
WTC
390
WhitTier Trust Company
Nevada
$10.9K
SAM
391
Smartleaf Asset Management
Massachusetts
$9.46K -$1.84K -44 -16%
CTC
392
Central Trust Company
Missouri
$9.4K
IRC
393
Investors Research Corp
Georgia
$9.1K +$8.9K +213 New
GC
394
Gould Capital
Washington
$8.54K
HWA
395
Heritage Wealth Advisors
Virginia
$8.54K
PFBT
396
Parkside Financial Bank & Trust
Missouri
$7.86K -$42 -1 -0.5%
CT
397
Clearstead Trust
Maine
$7.86K +$7.69K +184 New
IA
398
IFP Advisors
Florida
$7.81K +$2.13K +51 +39%
CFD
399
Creative Financial Designs
Indiana
$7.67K +$2.42K +58 +48%
WSFS
400
Wilmington Savings Fund Society
Delaware
$7.64K -$84 -2 -1%