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CubeSmart

468 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, 173 increasing their positions, 170 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:

2% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 170

5.14% less ownership

Funds ownership: 97.6%92.46% (-5.1%)

9% less capital invested

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

Holders
468
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
BONH
401
Bank of New Hampshire
New Hampshire
$16.9K
NA
402
NewEdge Advisors
Louisiana
$16.7K
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$16.6K
TCM
404
Triumph Capital Management
Colorado
$16.5K
JGIA
405
Jackson Grant Investment Advisers
Connecticut
$16.3K
RA
406
Rise Advisors
New York
$15.5K
CIAM
407
Caitong International Asset Management
Hong Kong
$15.1K
HWA
408
HHM Wealth Advisors
Tennessee
$14.6K
WBC
409
West Branch Capital
Massachusetts
$13.5K
PCM
410
Peregrine Capital Management
Minnesota
$12.6K
SWM
411
Spire Wealth Management
Virginia
$12.5K
GWM
412
Geneos Wealth Management
Colorado
$12.2K
NSIM
413
North Star Investment Management
Illinois
$12.2K
DWM
414
Dogwood Wealth Management
Kansas
$11.9K
AUB
415
Atlantic Union Bankshares
Virginia
$10.8K
SAM
416
Smartleaf Asset Management
Massachusetts
$10.6K
WTC
417
WhitTier Trust Company
Nevada
$10.2K
WT
418
Whittier Trust
California
$9.61K
CTC
419
Central Trust Company
Missouri
$8.95K
IRC
420
Investors Research Corp
Georgia
$8.66K
MCM
421
MAI Capital Management
Ohio
$8.29K
HWA
422
Heritage Wealth Advisors
Virginia
$8.13K
GC
423
Gould Capital
Washington
$8.13K
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$8.01K
PFBT
425
Parkside Financial Bank & Trust
Missouri
$7.77K