We are live on ! Find out more
CUBE icon

CubeSmart

463 hedge funds and large institutions have $7.85B invested in CubeSmart in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 159 increasing their positions, 180 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

559% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $1.98M

3.12% more ownership

Funds ownership: 92.53%95.65% (+3.1%)

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

3% less funds holding

Funds holding: 477463 (-14)

8% less capital invested

Capital invested by funds: $8.58B → $7.85B (-$723M)

12% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 180

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
463
Holders Change
-14
Holders Change %
-2.94%
% of All Funds
5.63%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
68
Increased
159
Reduced
180
Closed
72
Calls
$13.1M
Puts
$1.98M
Net Calls
+$11.1M
Net Calls Change
+$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
376
Allworth Financial
California
$39.4K +$1.22K +32 +3%
CIBC Private Wealth Group
377
CIBC Private Wealth Group
Georgia
$37.5K -$47.7K -1,255 -55%
HNB
378
Huntington National Bank
Ohio
$35.9K +$684 +18 +2%
S
379
SignatureFD
Georgia
$32K -$40.8K -1,074 -55%
UBS AM
380
UBS AM
Illinois
$29.5K -$61.8M -1,625,498 -100%
WAG
381
Wiser Advisor Group
Arizona
$25K +$342 +9 +1%
LFG
382
Larson Financial Group
Missouri
$20.8K -$31.5K -830 -59%
FAM
383
Fulcrum Asset Management
United Kingdom
$19.9K
VCM
384
Versant Capital Management
Arizona
$19.1K -$24.4K -643 -55%
SS
385
Sunbelt Securities
Texas
$18.5K +$1.79K +47 +10%
PTC
386
Private Trust Company
Ohio
$17.2K -$8.66K -228 -32%
EWA
387
EverSource Wealth Advisors
Alabama
$16.8K +$570 +15 +3%
AssetMark Inc
388
AssetMark Inc
California
$16.5K -$8.97K -236 -34%
EWP
389
Elevation Wealth Partners
California
$16.2K -$69K -1,816 -80%
QC
390
Quent Capital
New York
$15.9K -$266 -7 -2%
NA
391
NewEdge Advisors
Louisiana
$15K +$228 +6 +1%
BONH
392
Bank of New Hampshire
New Hampshire
$15K
JGIA
393
Jackson Grant Investment Advisers
Connecticut
$14.4K
TCM
394
Triumph Capital Management
Colorado
$14.4K +$15.2K +400 New
BWA
395
Basecamp Wealth Advisors
Washington
$14K +$14.8K +389 New
Bessemer Group
396
Bessemer Group
New Jersey
$13K -$129K -3,405 -90%
HWA
397
HHM Wealth Advisors
Tennessee
$13K
MCM
398
MAI Capital Management
Ohio
$12.8K +$5.74K +151 +74%
PCM
399
Peregrine Capital Management
Minnesota
$11.2K
PCMF
400
Private Capital Management (Florida)
Florida
$10.8K -$209K -5,500 -95%