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CubeSmart

470 hedge funds and large institutions have $8.57B invested in CubeSmart in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 175 increasing their positions, 171 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: 175 | Existing positions reduced: 171

5.12% less ownership

Funds ownership: 97.62%92.49% (-5.1%)

9% less capital invested

Capital invested by funds: $9.45B → $8.57B (-$882M)

Holders
470
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
SS
401
Sunbelt Securities
Texas
$19K
EWA
402
EverSource Wealth Advisors
Alabama
$18.3K
QC
403
Quent Capital
New York
$18.2K
BONH
404
Bank of New Hampshire
New Hampshire
$16.9K
NA
405
NewEdge Advisors
Louisiana
$16.7K
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$16.6K
JGIA
407
Jackson Grant Investment Advisers
Connecticut
$16.3K
RA
408
Rise Advisors
New York
$15.5K
CIAM
409
Caitong International Asset Management
Hong Kong
$15.1K
HWA
410
HHM Wealth Advisors
Tennessee
$14.6K
WBC
411
West Branch Capital
Massachusetts
$13.5K
PCM
412
Peregrine Capital Management
Minnesota
$12.6K
SWM
413
Spire Wealth Management
Virginia
$12.5K
GWM
414
Geneos Wealth Management
Colorado
$12.2K
NSIM
415
North Star Investment Management
Illinois
$12.2K
DWM
416
Dogwood Wealth Management
Kansas
$11.9K
AUB
417
Atlantic Union Bankshares
Virginia
$10.8K
SAM
418
Smartleaf Asset Management
Massachusetts
$10.6K
WTC
419
WhitTier Trust Company
Nevada
$10.2K
WT
420
Whittier Trust
California
$9.61K
CTC
421
Central Trust Company
Missouri
$8.95K
IRC
422
Investors Research Corp
Georgia
$8.66K
MCM
423
MAI Capital Management
Ohio
$8.29K
GC
424
Gould Capital
Washington
$8.13K
HWA
425
Heritage Wealth Advisors
Virginia
$8.13K