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CubeSmart

457 hedge funds and large institutions have $9.45B invested in CubeSmart in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 183 increasing their positions, 155 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.86M
Puts
$1.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
401
WhitTier Trust Company
Nevada
$10.8K
MAM
402
Meeder Asset Management
Ohio
$10.4K
PTC
403
Private Trust Company
Ohio
$9.69K
AA
404
Addison Advisors
Vermont
$9.69K
CTC
405
Central Trust Company
Missouri
$9.35K
IRC
406
Investors Research Corp
Georgia
$9.05K
BFP
407
Briaud Financial Planning
Texas
$9K
HWA
408
Heritage Wealth Advisors
Virginia
$8.5K
GC
409
Gould Capital
Washington
$8.5K
SAM
410
Smartleaf Asset Management
Massachusetts
$8.13K
CFD
411
Creative Financial Designs
Indiana
$7.92K
CIAM
412
Caitong International Asset Management
Hong Kong
$7.78K
RF
413
Roxbury Financial
New Jersey
$7.77K
FMII
414
Farmers & Merchants Investments Inc
Nebraska
$7.74K
PFBT
415
Parkside Financial Bank & Trust
Missouri
$7.48K
BIA
416
Bell Investment Advisors
California
$7.18K
DWM
417
Dogwood Wealth Management
Kansas
$7.03K
RTL
418
Red Tortoise LLC
Georgia
$6.5K
CCM
419
Copeland Capital Management
Pennsylvania
$6.18K
VWWMG
420
Vermillion & White Wealth Management Group
Pennsylvania
$5.99K
BFS
421
Bare Financial Services
Pennsylvania
$4.72K
HI
422
Harbour Investments
Wisconsin
$4.5K
WSFS
423
Wilmington Savings Fund Society
Delaware
$4.46K
MIM
424
MTM Investment Management
South Carolina
$4.42K
CWIG
425
Chung Wu Investment Group
Texas
$4.25K