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CubeSmart

457 hedge funds and large institutions have $9.45B invested in CubeSmart in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 183 increasing their positions, 155 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.86M
Puts
$1.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
426
Archer Investment Corporation
Indiana
$3.4K
ATC
427
Adirondack Trust Company
New York
$3.19K
FHA
428
First Horizon Advisors
Tennessee
$3.02K
CPG
429
Cornerstone Planning Group
New Jersey
$2.89K
MAFA
430
MJT & Associates Financial Advisory
Minnesota
$2.76K
HWM
431
HighMark Wealth Management
Minnesota
$2.72K
SIS
432
Sound Income Strategies
Florida
$2.17K
HWP
433
Highline Wealth Partners
California
$2.13K
NRG
434
Nemes Rush Group
Michigan
$1.53K
NS
435
NBC Securities
Alabama
$1K
CAL
436
Capital Advisors Ltd
Ohio
$1K
AW
437
Avion Wealth
Texas
$1K
S
438
Sachetta
Massachusetts
$935
FMP
439
Financial Management Professionals
Texas
$935
NC
440
NewSquare Capital
Pennsylvania
$893
LI
441
LRI Investments
Florida
$850
RIL
442
Rothschild Investment LLC
Illinois
$850
WCM
443
WealthTrak Capital Management
Virginia
$850
CH
444
Cromwell Holdings
Wyoming
$765
BGAI
445
Bruce G. Allen Investments
Colorado
$680
AF
446
Advisornet Financial
Minnesota
$638
HFS
447
Hughes Financial Services
Virginia
$514
CFO
448
CVA Family Office
Colorado
$510
BWL
449
Bogart Wealth LLC
Virginia
$510
CT
450
Clearstead Trust
Maine
$468