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CubeSmart

442 hedge funds and large institutions have $9.33B invested in CubeSmart in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 154 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $6.69M | Put options by funds: $2.23M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

17% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 154

1% less capital invested

Capital invested by funds: $9.42B → $9.33B (-$89.1M)

1.35% less ownership

Funds ownership: 97.25%95.9% (-1.4%)

4% less funds holding

Funds holding: 459442 (-17)

20% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 65

Holders
442
Holders Change
-17
Holders Change %
-3.7%
% of All Funds
5.93%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
52
Increased
180
Reduced
154
Closed
65
Calls
$6.69M
Puts
$2.23M
Net Calls
+$4.46M
Net Calls Change
+$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
RF
401
Roxbury Financial
New Jersey
$7.46K +$125 +3 +2%
TWD
402
True Wealth Design
Ohio
$7.26K +$7.1K +170 New
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$6.92K +$2.8K +67 +71%
BIA
404
Bell Investment Advisors
California
$6.66K
RTL
405
Red Tortoise LLC
Georgia
$6.54K
Optiver Holding
406
Optiver Holding
Netherlands
$6.54K +$6.39K +153 New
VWWMG
407
Vermillion & White Wealth Management Group
Pennsylvania
$6.02K +$5.89K +141 New
HI
408
Harbour Investments
Wisconsin
$5.59K +$1.04K +25 +24%
MAM
409
Meeder Asset Management
Ohio
$4.78K -$1.63K -39 -26%
HFS
410
Hantz Financial Services
Michigan
$4K +$3.68K +88 New
NS
411
NBC Securities
Alabama
$4K +$4.3K +103 New
PA
412
PSI Advisors
Florida
$3.63K
AIC
413
Archer Investment Corporation
Indiana
$3.42K
WFA
414
West Financial Advisors
Iowa
$3.2K +$3.13K +75 New
ATC
415
Adirondack Trust Company
New York
$3.2K -$1.71K -41 -35%
EWA
416
EverSource Wealth Advisors
Alabama
$3.12K -$1.75K -42 -37%
CAL
417
Capital Advisors Ltd
Ohio
$3K -$460 -11 -15%
CPG
418
Cornerstone Planning Group
New Jersey
$2.85K +$3.01K +72 New
MAFA
419
MJT & Associates Financial Advisory
Minnesota
$2.78K +$2.72K +65 New
FHA
420
First Horizon Advisors
Tennessee
$2.48K +$1.46K +35 +152%
SIS
421
Sound Income Strategies
Florida
$2.18K
HWP
422
Highline Wealth Partners
California
$2.14K +$2.09K +50 New
HNW
423
High Note Wealth
Minnesota
$2.09K -$2.26K -54 -52%
PWA
424
Physician Wealth Advisors
Utah
$2.05K -$84 -2 -4%
FGAM
425
Financial Gravity Asset Management
Texas
$1.79K +$1.75K +42 New