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CubeSmart

455 hedge funds and large institutions have $9.45B invested in CubeSmart in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 184 increasing their positions, 153 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+15
Holders Change %
+3.41%
% of All Funds
6.1%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
68
Increased
184
Reduced
153
Closed
45
Calls
$4.86M
Puts
$1.5M
Net Calls
+$3.36M
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
426
First Horizon Advisors
Tennessee
$3.02K +$553 +13 +22%
CPG
427
Cornerstone Planning Group
New Jersey
$2.89K +$40 +1 +1%
MAFA
428
MJT & Associates Financial Advisory
Minnesota
$2.76K
HWM
429
HighMark Wealth Management
Minnesota
$2.72K +$2.72K +64 New
SIS
430
Sound Income Strategies
Florida
$2.17K
HWP
431
Highline Wealth Partners
California
$2.13K
NRG
432
Nemes Rush Group
Michigan
$1.53K
NS
433
NBC Securities
Alabama
$1K -$1.58K -63 -61%
CAL
434
Capital Advisors Ltd
Ohio
$1K -$2.1K -42 -68%
AW
435
Avion Wealth
Texas
$1K +$1K +25 New
S
436
Sachetta
Massachusetts
$935 -$553 -13 -37%
FMP
437
Financial Management Professionals
Texas
$935
NC
438
NewSquare Capital
Pennsylvania
$893 +$298 +7 +50%
LI
439
LRI Investments
Florida
$850
RIL
440
Rothschild Investment LLC
Illinois
$850 +$425 +10 +100%
WCM
441
WealthTrak Capital Management
Virginia
$850 +$638 +15 +300%
CH
442
Cromwell Holdings
Wyoming
$765
BGAI
443
Bruce G. Allen Investments
Colorado
$680
AF
444
Advisornet Financial
Minnesota
$638 -$298 -7 -32%
HFS
445
Hughes Financial Services
Virginia
$514 +$40 +1 +8%
CFO
446
CVA Family Office
Colorado
$510 -$553 -13 -52%
BWL
447
Bogart Wealth LLC
Virginia
$510 +$510 +12 New
CT
448
Clearstead Trust
Maine
$468 -$7.36K -173 -94%
ACA
449
American Capital Advisory
Idaho
$425 +$425 +10 New
PWA
450
Principia Wealth Advisory
Texas
$255 -$468 -11 -65%