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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 67 funds opening new positions, 183 increasing their positions, 155 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
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
FHA
426
First Horizon Advisors
Tennessee
$3.02K
CPG
427
Cornerstone Planning Group
New Jersey
$2.89K
MAFA
428
MJT & Associates Financial Advisory
Minnesota
$2.76K
HWM
429
HighMark Wealth Management
Minnesota
$2.72K
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
CAL
434
Capital Advisors Ltd
Ohio
$1K
AW
435
Avion Wealth
Texas
$1K
S
436
Sachetta
Massachusetts
$935
FMP
437
Financial Management Professionals
Texas
$935
NC
438
NewSquare Capital
Pennsylvania
$893
LI
439
LRI Investments
Florida
$850
RIL
440
Rothschild Investment LLC
Illinois
$850
WCM
441
WealthTrak Capital Management
Virginia
$850
CH
442
Cromwell Holdings
Wyoming
$765
BGAI
443
Bruce G. Allen Investments
Colorado
$680
AF
444
Advisornet Financial
Minnesota
$638
HFS
445
Hughes Financial Services
Virginia
$514
CFO
446
CVA Family Office
Colorado
$510
BWL
447
Bogart Wealth LLC
Virginia
$510
CT
448
Clearstead Trust
Maine
$468
ACA
449
American Capital Advisory
Idaho
$425
PWA
450
Principia Wealth Advisory
Texas
$255