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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
FMII
426
Farmers & Merchants Investments Inc
Nebraska
$8.01K
PFBT
427
Parkside Financial Bank & Trust
Missouri
$7.77K
CFD
428
Creative Financial Designs
Indiana
$7.64K
RF
429
Roxbury Financial
New Jersey
$7.51K
AA
430
Addison Advisors
Vermont
$6.71K
RTL
431
Red Tortoise LLC
Georgia
$6.22K
BIA
432
Bell Investment Advisors
California
$6.02K
MAM
433
Meeder Asset Management
Ohio
$5.45K
HI
434
Harbour Investments
Wisconsin
$4.31K
MIM
435
MTM Investment Management
South Carolina
$4.23K
BFS
436
Bare Financial Services
Pennsylvania
$4.07K
CWIG
437
Chung Wu Investment Group
Texas
$4.07K
RIL
438
Rothschild Investment LLC
Illinois
$3.66K
AIC
439
Archer Investment Corporation
Indiana
$3.25K
S
440
Sachetta
Massachusetts
$3.17K
CPG
441
Cornerstone Planning Group
New Jersey
$2.96K
FHC
442
First Horizon Corporation
Tennessee
$2.89K
TFA
443
Transamerica Financial Advisors
Florida
$2.72K
MAFA
444
MJT & Associates Financial Advisory
Minnesota
$2.64K
PWA
445
Physician Wealth Advisors
Utah
$2.6K
HWM
446
HighMark Wealth Management
Minnesota
$2.6K
JWM
447
JPL Wealth Management
Colorado
$2.32K
SC
448
SouthState Corp
Florida
$1.99K
GEA
449
Glen Eagle Advisors
New Jersey
$1.87K
CCM
450
Copeland Capital Management
Pennsylvania
$1.5K