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CubeSmart

462 hedge funds and large institutions have $7.85B invested in CubeSmart in 2025 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 159 increasing their positions, 180 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $8.58B → $7.85B (-$724M)

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
462
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.1M
Puts
$1.98M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
426
Cornerstone Planning Group
New Jersey
$2.77K
FHC
427
First Horizon Corporation
Tennessee
$2.56K
AFC
428
Ares Financial Consulting
California
$2.38K
MAFA
429
MJT & Associates Financial Advisory
Minnesota
$2.34K
RWM
430
Rialto Wealth Management
New York
$2.27K
TWD
431
True Wealth Design
Ohio
$1.98K
NS
432
NBC Securities
Alabama
$1.77K
MCA
433
McGuire Capital Advisors
Oklahoma
$1.73K
OP
434
ORG Partners
Indiana
$1.69K
PWPS
435
Pinnacle Wealth Planning Services
Ohio
$1.62K
CFO
436
CVA Family Office
Colorado
$1.51K
BFS
437
Bare Financial Services
Pennsylvania
$1.44K
PWA
438
Physician Wealth Advisors
Utah
$1.37K
SAG
439
SageView Advisory Group
California
$1.08K
CFM
440
Cornerstone Financial Management
Massachusetts
$1.01K
CAL
441
Capital Advisors Ltd
Ohio
$1K
S
442
Sachetta
Massachusetts
$794
LI
443
LRI Investments
Florida
$721
GSWM
444
Golden State Wealth Management
California
$685
BGAI
445
Bruce G. Allen Investments
Colorado
$577
PWMG
446
Private Wealth Management Group
New Jersey
$577
TFM
447
TFC Financial Management
Massachusetts
$541
NSIM
448
North Star Investment Management
Illinois
$505
OC
449
Optima Capital
Oregon
$505
DF
450
Dunhill Financial
United Kingdom
$482