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CubeSmart

465 hedge funds and large institutions have $8.57B invested in CubeSmart in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 169 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 169

5.15% less ownership

Funds ownership: 97.6%92.45% (-5.1%)

9% less capital invested

Capital invested by funds: $9.45B → $8.57B (-$884M)

Holders
465
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.3M
Puts
$1.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
401
Triumph Capital Management
Colorado
$16.5K
JGIA
402
Jackson Grant Investment Advisers
Connecticut
$16.3K
RA
403
Rise Advisors
New York
$15.5K
CIAM
404
Caitong International Asset Management
Hong Kong
$15.1K
HWA
405
HHM Wealth Advisors
Tennessee
$14.6K
WBC
406
West Branch Capital
Massachusetts
$13.5K
PCM
407
Peregrine Capital Management
Minnesota
$12.6K
SWM
408
Spire Wealth Management
Virginia
$12.5K
GWM
409
Geneos Wealth Management
Colorado
$12.2K
NSIM
410
North Star Investment Management
Illinois
$12.2K
DWM
411
Dogwood Wealth Management
Kansas
$11.9K
AUB
412
Atlantic Union Bankshares
Virginia
$10.8K
SAM
413
Smartleaf Asset Management
Massachusetts
$10.6K
WTC
414
WhitTier Trust Company
Nevada
$10.2K
WT
415
Whittier Trust
California
$9.61K
CTC
416
Central Trust Company
Missouri
$8.95K
IRC
417
Investors Research Corp
Georgia
$8.66K
MCM
418
MAI Capital Management
Ohio
$8.29K
HWA
419
Heritage Wealth Advisors
Virginia
$8.13K
GC
420
Gould Capital
Washington
$8.13K
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$8.01K
PFBT
422
Parkside Financial Bank & Trust
Missouri
$7.77K
CFD
423
Creative Financial Designs
Indiana
$7.64K
RF
424
Roxbury Financial
New Jersey
$7.51K
AA
425
Addison Advisors
Vermont
$6.71K