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CubeSmart

442 hedge funds and large institutions have $9.33B invested in CubeSmart in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 154 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $6.69M | Put options by funds: $2.23M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

17% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 154

1% less capital invested

Capital invested by funds: $9.42B → $9.33B (-$89.1M)

1.35% less ownership

Funds ownership: 97.25%95.9% (-1.4%)

4% less funds holding

Funds holding: 459442 (-17)

20% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 65

Holders
442
Holders Change
-17
Holders Change %
-3.7%
% of All Funds
5.93%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
52
Increased
180
Reduced
154
Closed
65
Calls
$6.69M
Puts
$2.23M
Net Calls
+$4.46M
Net Calls Change
+$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
NRG
426
Nemes Rush Group
Michigan
$1.54K
S
427
Sachetta
Massachusetts
$1.5K
BFS
428
Bare Financial Services
Pennsylvania
$1.32K +$1.29K +31 New
CA
429
Continuum Advisory
Idaho
$1.28K +$167 +4 +15%
CFO
430
CVA Family Office
Colorado
$1.07K +$1.04K +25 New
BTI
431
Blue Trust Inc
Georgia
$982 +$961 +23 New
FMP
432
Financial Management Professionals
Texas
$940
AF
433
Advisornet Financial
Minnesota
$940 +$794 +19 +633%
LI
434
LRI Investments
Florida
$854
CH
435
Cromwell Holdings
Wyoming
$769 +$752 +18 New
BGAI
436
Bruce G. Allen Investments
Colorado
$683
PWA
437
Principia Wealth Advisory
Texas
$648 +$501 +12 +240%
DF
438
Dunhill Financial
United Kingdom
$616
NC
439
NewSquare Capital
Pennsylvania
$598 +$167 +4 +40%
HFS
440
Hughes Financial Services
Virginia
$504 +$501 +12 New
RIL
441
Rothschild Investment LLC
Illinois
$427 +$418 +10 New
WCM
442
WealthTrak Capital Management
Virginia
$214
RC
443
Resolution Capital
Australia
-$129M -3,008,124 Closed
Capital World Investors
444
Capital World Investors
California
-$126M -2,944,248 Closed
TCM
445
TimesSquare Capital Management
New York
-$42.4M -989,855 Closed
Axa
446
Axa
France
-$6.45M -150,633 Closed
TC
447
TwinBeech Capital
New York
-$3.55M -82,894 Closed
DCM
448
Decatur Capital Management
Georgia
-$3.39M -78,998 Closed
EP
449
Edgestream Partners
New Jersey
-$3.23M -75,329 Closed
LSPW
450
Lake Street Private Wealth
Illinois
-$2.2M -51,342 Closed