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CubeSmart

463 hedge funds and large institutions have $7.85B invested in CubeSmart in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 159 increasing their positions, 180 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

559% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $1.98M

3.12% more ownership

Funds ownership: 92.53%95.65% (+3.1%)

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

3% less funds holding

Funds holding: 477463 (-14)

8% less capital invested

Capital invested by funds: $8.58B → $7.85B (-$723M)

12% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 180

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
463
Holders Change
-14
Holders Change %
-2.94%
% of All Funds
5.63%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
68
Increased
159
Reduced
180
Closed
72
Calls
$13.1M
Puts
$1.98M
Net Calls
+$11.1M
Net Calls Change
+$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Spire Wealth Management
Virginia
$10.8K -$304 -8 -3%
PFBT
402
Parkside Financial Bank & Trust
Missouri
$9.7K +$2.96K +78 +41%
SAM
403
Smartleaf Asset Management
Massachusetts
$9.29K -$152 -4 -2%
WTC
404
WhitTier Trust Company
Nevada
$8.64K -$532 -14 -6%
WT
405
Whittier Trust
California
$8.6K
CTC
406
Central Trust Company
Missouri
$8.36K +$456 +12 +5%
GC
407
Gould Capital
Washington
$7.21K
HWA
408
Heritage Wealth Advisors
Virginia
$7.21K
FMII
409
Farmers & Merchants Investments Inc
Nebraska
$7.1K
MPWT
410
MassMutual Private Wealth & Trust
Connecticut
$6.96K -$8.21K -216 -53%
RF
411
Roxbury Financial
New Jersey
$6.73K +$76 +2 +1%
CFD
412
Creative Financial Designs
Indiana
$6.65K -$152 -4 -2%
BIA
413
Bell Investment Advisors
California
$6.34K +$1.06K +28 +19%
RIL
414
Rothschild Investment LLC
Illinois
$6.2K +$3.12K +82 +91%
SC
415
SouthState Corp
Florida
$5.95K +$4.41K +116 +237%
RTL
416
Red Tortoise LLC
Georgia
$5.52K
HI
417
Harbour Investments
Wisconsin
$4.87K +$1.1K +29 +27%
EP
418
Essential Partners
California
$4.72K +$4.71K +124 +1,771%
SL
419
Salomon & Ludwin
Virginia
$4.65K +$4.98K +131 New
SHIM
420
Stone House Investment Management
Pennsylvania
$4.22K +$4.45K +117 New
AA
421
Addison Advisors
Vermont
$3.93K -$2.13K -56 -34%
RF
422
Rossby Financial
Florida
$3.82K +$4.03K +106 New
MIM
423
MTM Investment Management
South Carolina
$3.75K
CWIG
424
Chung Wu Investment Group
Texas
$3.6K
CI
425
CX Institutional
Indiana
$3K -$16.8K -442 -86%