We are live on ! Find out more
CUBE icon

CubeSmart

483 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, 199 increasing their positions, 139 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $9.42M | Put options by funds: $2.83M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

61% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 49

43% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 139

4% more funds holding

Funds holding: 463483 (+20)

2% less capital invested

Capital invested by funds: $7.85B → $7.72B (-$131M)

2.71% less ownership

Funds ownership: 95.65%92.94% (-2.7%)

Holders
483
Holders Change
+20
Holders Change %
+4.32%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
79
Increased
199
Reduced
139
Closed
49
Calls
$9.42M
Puts
$2.83M
Net Calls
+$6.59M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
426
WhitTier Trust Company
Nevada
$8.82K
AA
427
Ancora Advisors
Ohio
$8.14K +$8.52K +222 New
PWAM
428
Private Wealth Asset Management
Iowa
$8.03K +$8.4K +219 New
WPA
429
Wealth Preservation Advisors
Tennessee
$7.51K +$7.86K +205 New
GC
430
Gould Capital
Washington
$7.33K
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$7.22K
OCWP
432
Owl Creek Wealth Partners
Colorado
$6.96K +$7.29K +190 New
RF
433
Roxbury Financial
New Jersey
$6.92K +$77 +2 +1%
CFD
434
Creative Financial Designs
Indiana
$6.83K +$77 +2 +1%
PWA
435
Physician Wealth Advisors
Utah
$6.12K +$4.95K +129 +339%
JGIA
436
Jackson Grant Investment Advisers
Connecticut
$6.08K -$8.98K -234 -59%
C
437
Covestor
United Kingdom
$6K -$82K -2,137 -93%
BIA
438
Bell Investment Advisors
California
$5.86K -$614 -16 -9%
RTL
439
Red Tortoise LLC
Georgia
$5.61K
HI
440
Harbour Investments
Wisconsin
$4.95K
SL
441
Salomon & Ludwin
Virginia
$4.87K
SC
442
SouthState Corp
Florida
$4.47K -$1.65K -43 -26%
AA
443
Addison Advisors
Vermont
$4K
MIM
444
MTM Investment Management
South Carolina
$3.81K
CWIG
445
Chung Wu Investment Group
Texas
$3.67K
API
446
Asset Planning Inc
California
$3.67K +$3.84K +100 New
CPG
447
Cornerstone Planning Group
New Jersey
$3.6K +$652 +17 +23%
AIC
448
Archer Investment Corporation
Indiana
$2.93K
FHC
449
First Horizon Corporation
Tennessee
$2.6K
AFC
450
Ares Financial Consulting
California
$2.41K