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CubeSmart

465 hedge funds and large institutions have $8.57B invested in CubeSmart in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 169 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:

1% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 169

5.15% less ownership

Funds ownership: 97.6%92.45% (-5.1%)

9% less capital invested

Capital invested by funds: $9.45B → $8.57B (-$884M)

Holders
465
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
RTL
426
Red Tortoise LLC
Georgia
$6.22K
BIA
427
Bell Investment Advisors
California
$6.02K
MAM
428
Meeder Asset Management
Ohio
$5.45K
HI
429
Harbour Investments
Wisconsin
$4.31K
MIM
430
MTM Investment Management
South Carolina
$4.23K
BFS
431
Bare Financial Services
Pennsylvania
$4.07K
CWIG
432
Chung Wu Investment Group
Texas
$4.07K
RIL
433
Rothschild Investment LLC
Illinois
$3.66K
AIC
434
Archer Investment Corporation
Indiana
$3.25K
S
435
Sachetta
Massachusetts
$3.17K
CPG
436
Cornerstone Planning Group
New Jersey
$2.96K
FHC
437
First Horizon Corporation
Tennessee
$2.89K
TFA
438
Transamerica Financial Advisors
Florida
$2.72K
MAFA
439
MJT & Associates Financial Advisory
Minnesota
$2.64K
PWA
440
Physician Wealth Advisors
Utah
$2.6K
HWM
441
HighMark Wealth Management
Minnesota
$2.6K
JWM
442
JPL Wealth Management
Colorado
$2.32K
SC
443
SouthState Corp
Florida
$1.99K
GEA
444
Glen Eagle Advisors
New Jersey
$1.87K
CCM
445
Copeland Capital Management
Pennsylvania
$1.5K
NRG
446
Nemes Rush Group
Michigan
$1.46K
NS
447
NBC Securities
Alabama
$1.42K
CAL
448
Capital Advisors Ltd
Ohio
$1K
AW
449
Avion Wealth
Texas
$1K
BTI
450
Blue Trust Inc
Georgia
$935