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CubeSmart

457 hedge funds and large institutions have $7.78B invested in CubeSmart in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 155 increasing their positions, 181 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $8.57B → $7.78B (-$788M)

14% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 181

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
457
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.1M
Puts
$1.98M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
401
Whittier Trust
California
$8.6K
CTC
402
Central Trust Company
Missouri
$8.36K
HWA
403
Heritage Wealth Advisors
Virginia
$7.21K
GC
404
Gould Capital
Washington
$7.21K
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$7.1K
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$6.96K
RF
407
Roxbury Financial
New Jersey
$6.73K
CFD
408
Creative Financial Designs
Indiana
$6.65K
BIA
409
Bell Investment Advisors
California
$6.34K
RIL
410
Rothschild Investment LLC
Illinois
$6.2K
SC
411
SouthState Corp
Florida
$5.95K
RTL
412
Red Tortoise LLC
Georgia
$5.52K
HI
413
Harbour Investments
Wisconsin
$4.87K
SL
414
Salomon & Ludwin
Virginia
$4.65K
SHIM
415
Stone House Investment Management
Pennsylvania
$4.22K
AA
416
Addison Advisors
Vermont
$3.93K
RF
417
Rossby Financial
Florida
$3.82K
MIM
418
MTM Investment Management
South Carolina
$3.75K
CWIG
419
Chung Wu Investment Group
Texas
$3.6K
CI
420
CX Institutional
Indiana
$3K
AIC
421
Archer Investment Corporation
Indiana
$2.88K
CPG
422
Cornerstone Planning Group
New Jersey
$2.77K
FHC
423
First Horizon Corporation
Tennessee
$2.56K
AFC
424
Ares Financial Consulting
California
$2.38K
MAFA
425
MJT & Associates Financial Advisory
Minnesota
$2.34K