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CubeSmart

460 hedge funds and large institutions have $7.85B invested in CubeSmart in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 180 reducing their positions, and 72 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:

8% less capital invested

Capital invested by funds: $8.58B → $7.85B (-$724M)

12% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 180

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
460
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
AF
376
Allworth Financial
California
$39.4K
CIBC Private Wealth Group
377
CIBC Private Wealth Group
Georgia
$37.5K
HNB
378
Huntington National Bank
Ohio
$35.9K
S
379
SignatureFD
Georgia
$32K
UBS AM
380
UBS AM
Illinois
$29.5K
WAG
381
Wiser Advisor Group
Arizona
$25K
LFG
382
Larson Financial Group
Missouri
$20.8K
FAM
383
Fulcrum Asset Management
United Kingdom
$19.9K
VCM
384
Versant Capital Management
Arizona
$19.1K
SS
385
Sunbelt Securities
Texas
$18.5K
PTC
386
Private Trust Company
Ohio
$17.2K
EWA
387
EverSource Wealth Advisors
Alabama
$16.8K
AssetMark Inc
388
AssetMark Inc
California
$16.5K
EWP
389
Elevation Wealth Partners
California
$16.2K
QC
390
Quent Capital
New York
$15.9K
NA
391
NewEdge Advisors
Louisiana
$15K
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
Bessemer Group
395
Bessemer Group
New Jersey
$13K
HWA
396
HHM Wealth Advisors
Tennessee
$13K
MCM
397
MAI Capital Management
Ohio
$12.8K
PCM
398
Peregrine Capital Management
Minnesota
$11.2K
PCMF
399
Private Capital Management (Florida)
Florida
$10.8K
SWM
400
Spire Wealth Management
Virginia
$10.8K