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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
RWM
426
Rialto Wealth Management
New York
$2.27K
TWD
427
True Wealth Design
Ohio
$1.98K
NS
428
NBC Securities
Alabama
$1.77K
MCA
429
McGuire Capital Advisors
Oklahoma
$1.73K
OP
430
ORG Partners
Indiana
$1.69K
PWPS
431
Pinnacle Wealth Planning Services
Ohio
$1.62K
CFO
432
CVA Family Office
Colorado
$1.51K
BFS
433
Bare Financial Services
Pennsylvania
$1.44K
PWA
434
Physician Wealth Advisors
Utah
$1.37K
SAG
435
SageView Advisory Group
California
$1.08K
CFM
436
Cornerstone Financial Management
Massachusetts
$1.01K
CAL
437
Capital Advisors Ltd
Ohio
$1K
S
438
Sachetta
Massachusetts
$794
LI
439
LRI Investments
Florida
$721
GSWM
440
Golden State Wealth Management
California
$685
BGAI
441
Bruce G. Allen Investments
Colorado
$577
PWMG
442
Private Wealth Management Group
New Jersey
$577
TFM
443
TFC Financial Management
Massachusetts
$541
NSIM
444
North Star Investment Management
Illinois
$505
OC
445
Optima Capital
Oregon
$505
DF
446
Dunhill Financial
United Kingdom
$482
RFP
447
Root Financial Partners
California
$469
SIS
448
Sound Income Strategies
Florida
$396
QWM
449
Quaker Wealth Management
New Jersey
$361
BTI
450
Blue Trust Inc
Georgia
$324