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CubeSmart

459 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, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
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
MIM
426
MTM Investment Management
South Carolina
$4.42K
CWIG
427
Chung Wu Investment Group
Texas
$4.25K
AIC
428
Archer Investment Corporation
Indiana
$3.4K
ATC
429
Adirondack Trust Company
New York
$3.19K
FHA
430
First Horizon Advisors
Tennessee
$3.02K
CPG
431
Cornerstone Planning Group
New Jersey
$2.89K
MAFA
432
MJT & Associates Financial Advisory
Minnesota
$2.76K
HWM
433
HighMark Wealth Management
Minnesota
$2.72K
SIS
434
Sound Income Strategies
Florida
$2.17K
HWP
435
Highline Wealth Partners
California
$2.13K
NRG
436
Nemes Rush Group
Michigan
$1.53K
NS
437
NBC Securities
Alabama
$1K
CAL
438
Capital Advisors Ltd
Ohio
$1K
AW
439
Avion Wealth
Texas
$1K
S
440
Sachetta
Massachusetts
$935
FMP
441
Financial Management Professionals
Texas
$935
NC
442
NewSquare Capital
Pennsylvania
$893
LI
443
LRI Investments
Florida
$850
RIL
444
Rothschild Investment LLC
Illinois
$850
WCM
445
WealthTrak Capital Management
Virginia
$850
CH
446
Cromwell Holdings
Wyoming
$765
BGAI
447
Bruce G. Allen Investments
Colorado
$680
AF
448
Advisornet Financial
Minnesota
$638
HFS
449
Hughes Financial Services
Virginia
$514
CFO
450
CVA Family Office
Colorado
$510