CUBE icon

CubeSmart

476 hedge funds and large institutions have $8.58B invested in CubeSmart in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 177 increasing their positions, 172 reducing their positions, and 48 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:

3% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 172

5.05% less ownership

Funds ownership: 97.58%92.53% (-5.1%)

9% less capital invested

Capital invested by funds: $9.45B → $8.58B (-$876M)

Holders
476
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
QL
401
Quarry LP
New York
$23.2K
FAM
402
Fulcrum Asset Management
United Kingdom
$22.3K
CI
403
CX Institutional
Indiana
$21K
MG
404
Mather Group
Illinois
$19.4K
SS
405
Sunbelt Securities
Texas
$19K
EWA
406
EverSource Wealth Advisors
Alabama
$18.3K
QC
407
Quent Capital
New York
$18.2K
BONH
408
Bank of New Hampshire
New Hampshire
$16.9K
NA
409
NewEdge Advisors
Louisiana
$16.7K
MPWT
410
MassMutual Private Wealth & Trust
Connecticut
$16.6K
JGIA
411
Jackson Grant Investment Advisers
Connecticut
$16.3K
RA
412
Rise Advisors
New York
$15.5K
CIAM
413
Caitong International Asset Management
Hong Kong
$15.1K
HWA
414
HHM Wealth Advisors
Tennessee
$14.6K
WBC
415
West Branch Capital
Massachusetts
$13.5K
PCM
416
Peregrine Capital Management
Minnesota
$12.6K
SWM
417
Spire Wealth Management
Virginia
$12.5K
GWM
418
Geneos Wealth Management
Colorado
$12.2K
NSIM
419
North Star Investment Management
Illinois
$12.2K
DWM
420
Dogwood Wealth Management
Kansas
$11.9K
AUB
421
Atlantic Union Bankshares
Virginia
$10.8K
SAM
422
Smartleaf Asset Management
Massachusetts
$10.6K
WTC
423
WhitTier Trust Company
Nevada
$10.2K
WT
424
Whittier Trust
California
$9.61K
CTC
425
Central Trust Company
Missouri
$8.95K