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CubeSmart

455 hedge funds and large institutions have $9.45B invested in CubeSmart in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 183 increasing their positions, 155 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
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
PTC
401
Private Trust Company
Ohio
$9.69K
AA
402
Addison Advisors
Vermont
$9.69K
CTC
403
Central Trust Company
Missouri
$9.35K
IRC
404
Investors Research Corp
Georgia
$9.05K
BFP
405
Briaud Financial Planning
Texas
$9K
GC
406
Gould Capital
Washington
$8.5K
HWA
407
Heritage Wealth Advisors
Virginia
$8.5K
SAM
408
Smartleaf Asset Management
Massachusetts
$8.13K
CFD
409
Creative Financial Designs
Indiana
$7.92K
CIAM
410
Caitong International Asset Management
Hong Kong
$7.78K
RF
411
Roxbury Financial
New Jersey
$7.77K
FMII
412
Farmers & Merchants Investments Inc
Nebraska
$7.74K
PFBT
413
Parkside Financial Bank & Trust
Missouri
$7.48K
BIA
414
Bell Investment Advisors
California
$7.18K
DWM
415
Dogwood Wealth Management
Kansas
$7.03K
RTL
416
Red Tortoise LLC
Georgia
$6.5K
CCM
417
Copeland Capital Management
Pennsylvania
$6.18K
VWWMG
418
Vermillion & White Wealth Management Group
Pennsylvania
$5.99K
BFS
419
Bare Financial Services
Pennsylvania
$4.72K
HI
420
Harbour Investments
Wisconsin
$4.5K
WSFS
421
Wilmington Savings Fund Society
Delaware
$4.46K
MIM
422
MTM Investment Management
South Carolina
$4.42K
CWIG
423
Chung Wu Investment Group
Texas
$4.25K
AIC
424
Archer Investment Corporation
Indiana
$3.4K
ATC
425
Adirondack Trust Company
New York
$3.19K