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CubeSmart

457 hedge funds and large institutions have $7.78B invested in CubeSmart in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 155 increasing their positions, 181 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $8.57B → $7.78B (-$788M)

14% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 181

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
457
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.1M
Puts
$1.98M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
376
Huntington National Bank
Ohio
$35.9K
S
377
SignatureFD
Georgia
$32K
UBS AM
378
UBS AM
Illinois
$29.5K
WAG
379
Wiser Advisor Group
Arizona
$25K
LFG
380
Larson Financial Group
Missouri
$20.8K
FAM
381
Fulcrum Asset Management
United Kingdom
$19.9K
VCM
382
Versant Capital Management
Arizona
$19.1K
SS
383
Sunbelt Securities
Texas
$18.5K
PTC
384
Private Trust Company
Ohio
$17.2K
EWA
385
EverSource Wealth Advisors
Alabama
$16.8K
AssetMark Inc
386
AssetMark Inc
California
$16.5K
EWP
387
Elevation Wealth Partners
California
$16.2K
QC
388
Quent Capital
New York
$15.9K
NA
389
NewEdge Advisors
Louisiana
$15K
JGIA
390
Jackson Grant Investment Advisers
Connecticut
$14.4K
TCM
391
Triumph Capital Management
Colorado
$14.4K
Bessemer Group
392
Bessemer Group
New Jersey
$13K
HWA
393
HHM Wealth Advisors
Tennessee
$13K
MCM
394
MAI Capital Management
Ohio
$12.8K
PCM
395
Peregrine Capital Management
Minnesota
$11.2K
PCMF
396
Private Capital Management (Florida)
Florida
$10.8K
SWM
397
Spire Wealth Management
Virginia
$10.8K
PFBT
398
Parkside Financial Bank & Trust
Missouri
$9.7K
SAM
399
Smartleaf Asset Management
Massachusetts
$9.29K
WTC
400
WhitTier Trust Company
Nevada
$8.64K