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CubeSmart

481 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, 197 increasing their positions, 139 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
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
$9.42M
Puts
$2.83M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
401
Wiser Advisor Group
Arizona
$25.7K
TWD
402
True Wealth Design
Ohio
$22.6K
AssetMark Inc
403
AssetMark Inc
California
$22.2K
Bessemer Group
404
Bessemer Group
New Jersey
$21K
HWA
405
Heritage Wealth Advisors
Virginia
$20.5K
SS
406
Sunbelt Securities
Texas
$20K
FAM
407
Fulcrum Asset Management
United Kingdom
$19.7K
QC
408
Quent Capital
New York
$19.3K
PTC
409
Private Trust Company
Ohio
$17.5K
MG
410
Mather Group
Illinois
$17.4K
BONH
411
Bank of New Hampshire
New Hampshire
$15.2K
DB
412
Danske Bank
Denmark
$14.7K
TCM
413
Triumph Capital Management
Colorado
$14.7K
IAAG
414
Innovative Asset Advisors Group
Connecticut
$14.7K
PFBT
415
Parkside Financial Bank & Trust
Missouri
$14.2K
HWA
416
HHM Wealth Advisors
Tennessee
$13.2K
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$12.8K
PCM
418
Peregrine Capital Management
Minnesota
$11.4K
SHIM
419
Stone House Investment Management
Pennsylvania
$11.1K
SWM
420
Spire Wealth Management
Virginia
$11K
RF
421
Rossby Financial
Florida
$9.53K
CTC
422
Central Trust Company
Missouri
$9.42K
SAM
423
Smartleaf Asset Management
Massachusetts
$9.23K
WTC
424
WhitTier Trust Company
Nevada
$8.82K
AA
425
Ancora Advisors
Ohio
$8.14K