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CubeSmart

481 hedge funds and large institutions have $7.72B invested in CubeSmart in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 139 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
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
$9.42M
Puts
$2.83M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
426
Private Wealth Asset Management
Iowa
$8.03K
WPA
427
Wealth Preservation Advisors
Tennessee
$7.51K
GC
428
Gould Capital
Washington
$7.33K
FMII
429
Farmers & Merchants Investments Inc
Nebraska
$7.22K
OCWP
430
Owl Creek Wealth Partners
Colorado
$6.96K
RF
431
Roxbury Financial
New Jersey
$6.92K
CFD
432
Creative Financial Designs
Indiana
$6.83K
PWA
433
Physician Wealth Advisors
Utah
$6.12K
JGIA
434
Jackson Grant Investment Advisers
Connecticut
$6.08K
C
435
Covestor
United Kingdom
$6K
BIA
436
Bell Investment Advisors
California
$5.86K
RTL
437
Red Tortoise LLC
Georgia
$5.61K
HI
438
Harbour Investments
Wisconsin
$4.95K
SL
439
Salomon & Ludwin
Virginia
$4.87K
SC
440
SouthState Corp
Florida
$4.47K
AA
441
Addison Advisors
Vermont
$4K
MIM
442
MTM Investment Management
South Carolina
$3.81K
CWIG
443
Chung Wu Investment Group
Texas
$3.67K
API
444
Asset Planning Inc
California
$3.67K
CPG
445
Cornerstone Planning Group
New Jersey
$3.6K
AIC
446
Archer Investment Corporation
Indiana
$2.93K
FHC
447
First Horizon Corporation
Tennessee
$2.6K
AFC
448
Ares Financial Consulting
California
$2.41K
MAFA
449
MJT & Associates Financial Advisory
Minnesota
$2.38K
TPWA
450
Twin Peaks Wealth Advisors
California
$2.27K