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CubeSmart

463 hedge funds and large institutions have $7.85B invested in CubeSmart in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 159 increasing their positions, 180 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

559% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $1.98M

3.12% more ownership

Funds ownership: 92.53%95.65% (+3.1%)

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

3% less funds holding

Funds holding: 477463 (-14)

8% less capital invested

Capital invested by funds: $8.58B → $7.85B (-$723M)

12% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 180

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
463
Holders Change
-14
Holders Change %
-2.94%
% of All Funds
5.63%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
68
Increased
159
Reduced
180
Closed
72
Calls
$13.1M
Puts
$1.98M
Net Calls
+$11.1M
Net Calls Change
+$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
426
Archer Investment Corporation
Indiana
$2.88K
CPG
427
Cornerstone Planning Group
New Jersey
$2.77K -$38 -1 -1%
FHC
428
First Horizon Corporation
Tennessee
$2.56K
AFC
429
Ares Financial Consulting
California
$2.38K +$2.51K +66 New
MAFA
430
MJT & Associates Financial Advisory
Minnesota
$2.34K
RWM
431
Rialto Wealth Management
New York
$2.27K +$2.39K +63 New
TWD
432
True Wealth Design
Ohio
$1.98K -$28.5K -750 -93%
NS
433
NBC Securities
Alabama
$1.77K +$532 +14 +40%
MCA
434
McGuire Capital Advisors
Oklahoma
$1.73K +$1.82K +48 New
OP
435
ORG Partners
Indiana
$1.69K +$1.79K +47 New
PWPS
436
Pinnacle Wealth Planning Services
Ohio
$1.62K +$1.71K +45 New
CFO
437
CVA Family Office
Colorado
$1.51K +$1.1K +29 +223%
BFS
438
Bare Financial Services
Pennsylvania
$1.44K -$2.28K -60 -60%
PWA
439
Physician Wealth Advisors
Utah
$1.37K -$988 -26 -41%
SAG
440
SageView Advisory Group
California
$1.08K +$1.14K +30 New
CFM
441
Cornerstone Financial Management
Massachusetts
$1.01K +$1.06K +28 New
CAL
442
Capital Advisors Ltd
Ohio
$1K
S
443
Sachetta
Massachusetts
$794 -$2.13K -56 -72%
LI
444
LRI Investments
Florida
$721
GSWM
445
Golden State Wealth Management
California
$685 +$722 +19 New
BGAI
446
Bruce G. Allen Investments
Colorado
$577
PWMG
447
Private Wealth Management Group
New Jersey
$577 +$608 +16 New
TFM
448
TFC Financial Management
Massachusetts
$541 +$570 +15 New
NSIM
449
North Star Investment Management
Illinois
$505 -$10.9K -286 -95%
OC
450
Optima Capital
Oregon
$505 +$532 +14 New