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CubeSmart

476 hedge funds and large institutions have $8.58B invested in CubeSmart in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 177 increasing their positions, 172 reducing their positions, and 48 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:

3% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 172

5.05% less ownership

Funds ownership: 97.58%92.53% (-5.1%)

9% less capital invested

Capital invested by funds: $9.45B → $8.58B (-$876M)

Holders
476
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
IRC
426
Investors Research Corp
Georgia
$8.66K
MCM
427
MAI Capital Management
Ohio
$8.29K
HWA
428
Heritage Wealth Advisors
Virginia
$8.13K
GC
429
Gould Capital
Washington
$8.13K
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$8.01K
PFBT
431
Parkside Financial Bank & Trust
Missouri
$7.77K
CFD
432
Creative Financial Designs
Indiana
$7.64K
RF
433
Roxbury Financial
New Jersey
$7.51K
AA
434
Addison Advisors
Vermont
$6.71K
RTL
435
Red Tortoise LLC
Georgia
$6.22K
BIA
436
Bell Investment Advisors
California
$6.02K
MAM
437
Meeder Asset Management
Ohio
$5.45K
HI
438
Harbour Investments
Wisconsin
$4.31K
MIM
439
MTM Investment Management
South Carolina
$4.23K
BFS
440
Bare Financial Services
Pennsylvania
$4.07K
CWIG
441
Chung Wu Investment Group
Texas
$4.07K
RIL
442
Rothschild Investment LLC
Illinois
$3.66K
AIC
443
Archer Investment Corporation
Indiana
$3.25K
S
444
Sachetta
Massachusetts
$3.17K
CPG
445
Cornerstone Planning Group
New Jersey
$2.96K
FHC
446
First Horizon Corporation
Tennessee
$2.89K
TFA
447
Transamerica Financial Advisors
Florida
$2.72K
MAFA
448
MJT & Associates Financial Advisory
Minnesota
$2.64K
PWA
449
Physician Wealth Advisors
Utah
$2.6K
HWM
450
HighMark Wealth Management
Minnesota
$2.6K