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CubeSmart

483 hedge funds and large institutions have $7.72B invested in CubeSmart in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 199 increasing their positions, 139 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $9.42M | Put options by funds: $2.83M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

61% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 49

43% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 139

4% more funds holding

Funds holding: 463483 (+20)

2% less capital invested

Capital invested by funds: $7.85B → $7.72B (-$131M)

2.71% less ownership

Funds ownership: 95.65%92.94% (-2.7%)

Holders
483
Holders Change
+20
Holders Change %
+4.32%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
79
Increased
199
Reduced
139
Closed
49
Calls
$9.42M
Puts
$2.83M
Net Calls
+$6.59M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
401
Wiser Advisor Group
Arizona
$25.7K +$345 +9 +1%
BWA
402
Basecamp Wealth Advisors
Washington
$23.2K +$9.36K +244 +63%
TWD
403
True Wealth Design
Ohio
$22.6K +$21.5K +561 +1,020%
AssetMark Inc
404
AssetMark Inc
California
$22.2K +$5.64K +147 +32%
Bessemer Group
405
Bessemer Group
New Jersey
$21K +$8.09K +211 +59%
HWA
406
Heritage Wealth Advisors
Virginia
$20.5K +$13.8K +360 +180%
SS
407
Sunbelt Securities
Texas
$20K +$1.27K +33 +6%
FAM
408
Fulcrum Asset Management
United Kingdom
$19.7K
QC
409
Quent Capital
New York
$19.3K +$3.26K +85 +19%
PTC
410
Private Trust Company
Ohio
$17.5K
MG
411
Mather Group
Illinois
$17.4K +$18.3K +476 New
NA
412
NewEdge Advisors
Louisiana
$15.5K +$192 +5 +1%
BONH
413
Bank of New Hampshire
New Hampshire
$15.2K
DB
414
Danske Bank
Denmark
$14.7K -$76.7K -2,000 -83%
TCM
415
Triumph Capital Management
Colorado
$14.7K
IAAG
416
Innovative Asset Advisors Group
Connecticut
$14.7K +$15.3K +400 New
PFBT
417
Parkside Financial Bank & Trust
Missouri
$14.2K +$4.53K +118 +44%
HWA
418
HHM Wealth Advisors
Tennessee
$13.2K
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$12.8K +$5.95K +155 +80%
PCM
420
Peregrine Capital Management
Minnesota
$11.4K
SHIM
421
Stone House Investment Management
Pennsylvania
$11.1K +$7.13K +186 +159%
SWM
422
Spire Wealth Management
Virginia
$11K
RF
423
Rossby Financial
Florida
$9.53K +$5.95K +155 +146%
CTC
424
Central Trust Company
Missouri
$9.42K +$959 +25 +11%
SAM
425
Smartleaf Asset Management
Massachusetts
$9.23K +$38 +1 +0.4%