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CubeSmart

460 hedge funds and large institutions have $7.85B invested in CubeSmart in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 180 reducing their positions, and 72 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:

8% less capital invested

Capital invested by funds: $8.58B → $7.85B (-$724M)

12% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 180

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
460
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
PFBT
401
Parkside Financial Bank & Trust
Missouri
$9.7K
SAM
402
Smartleaf Asset Management
Massachusetts
$9.29K
WTC
403
WhitTier Trust Company
Nevada
$8.64K
WT
404
Whittier Trust
California
$8.6K
CTC
405
Central Trust Company
Missouri
$8.36K
HWA
406
Heritage Wealth Advisors
Virginia
$7.21K
GC
407
Gould Capital
Washington
$7.21K
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$7.1K
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$6.96K
RF
410
Roxbury Financial
New Jersey
$6.73K
CFD
411
Creative Financial Designs
Indiana
$6.65K
BIA
412
Bell Investment Advisors
California
$6.34K
RIL
413
Rothschild Investment LLC
Illinois
$6.2K
SC
414
SouthState Corp
Florida
$5.95K
RTL
415
Red Tortoise LLC
Georgia
$5.52K
HI
416
Harbour Investments
Wisconsin
$4.87K
SL
417
Salomon & Ludwin
Virginia
$4.65K
SHIM
418
Stone House Investment Management
Pennsylvania
$4.22K
AA
419
Addison Advisors
Vermont
$3.93K
RF
420
Rossby Financial
Florida
$3.82K
MIM
421
MTM Investment Management
South Carolina
$3.75K
CWIG
422
Chung Wu Investment Group
Texas
$3.6K
CI
423
CX Institutional
Indiana
$3K
AIC
424
Archer Investment Corporation
Indiana
$2.88K
CPG
425
Cornerstone Planning Group
New Jersey
$2.77K