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CubeSmart

459 hedge funds and large institutions have $9.45B invested in CubeSmart in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 183 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.86M
Puts
$1.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
376
HHM Wealth Advisors
Tennessee
$41.9K
GWM
377
Geneos Wealth Management
Colorado
$38K
AAP
378
Arax Advisory Partners
Colorado
$34.6K
SS
379
Sunbelt Securities
Texas
$32.9K
SPIA
380
Steward Partners Investment Advisory
New York
$30.1K
TWD
381
True Wealth Design
Ohio
$29.5K
HNB
382
Huntington National Bank
Ohio
$29K
MA
383
Montag & Associates
Georgia
$28.2K
GRP
384
Global Retirement Partners
California
$28.1K
MPWT
385
MassMutual Private Wealth & Trust
Connecticut
$24.9K
WT
386
Whittier Trust
California
$24.6K
FAM
387
Fulcrum Asset Management
United Kingdom
$23.3K
VSQM
388
V-Square Quantitative Management
Illinois
$22.8K
AssetMark Inc
389
AssetMark Inc
California
$22.1K
EWA
390
EverSource Wealth Advisors
Alabama
$19.3K
BONH
391
Bank of New Hampshire
New Hampshire
$17.6K
NA
392
NewEdge Advisors
Louisiana
$17.3K
JGIA
393
Jackson Grant Investment Advisers
Connecticut
$17K
RA
394
Rise Advisors
New York
$16.5K
SC
395
SouthState Corp
Florida
$15.9K
SWM
396
Spire Wealth Management
Virginia
$12.9K
NSIM
397
North Star Investment Management
Illinois
$12.8K
HT
398
Headlands Technologies
Illinois
$12.4K
QL
399
Quarry LP
New York
$11.9K
TPWA
400
Twin Peaks Wealth Advisors
California
$11.8K