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CubeSmart

460 hedge funds and large institutions have $7.85B invested in CubeSmart in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 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: 158 | Existing positions reduced: 180

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
460
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
FHC
426
First Horizon Corporation
Tennessee
$2.56K
AFC
427
Ares Financial Consulting
California
$2.38K
MAFA
428
MJT & Associates Financial Advisory
Minnesota
$2.34K
RWM
429
Rialto Wealth Management
New York
$2.27K
TWD
430
True Wealth Design
Ohio
$1.98K
NS
431
NBC Securities
Alabama
$1.77K
MCA
432
McGuire Capital Advisors
Oklahoma
$1.73K
OP
433
ORG Partners
Indiana
$1.69K
PWPS
434
Pinnacle Wealth Planning Services
Ohio
$1.62K
CFO
435
CVA Family Office
Colorado
$1.51K
BFS
436
Bare Financial Services
Pennsylvania
$1.44K
PWA
437
Physician Wealth Advisors
Utah
$1.37K
SAG
438
SageView Advisory Group
California
$1.08K
CFM
439
Cornerstone Financial Management
Massachusetts
$1.01K
CAL
440
Capital Advisors Ltd
Ohio
$1K
S
441
Sachetta
Massachusetts
$794
LI
442
LRI Investments
Florida
$721
GSWM
443
Golden State Wealth Management
California
$685
BGAI
444
Bruce G. Allen Investments
Colorado
$577
PWMG
445
Private Wealth Management Group
New Jersey
$577
TFM
446
TFC Financial Management
Massachusetts
$541
NSIM
447
North Star Investment Management
Illinois
$505
OC
448
Optima Capital
Oregon
$505
DF
449
Dunhill Financial
United Kingdom
$482
RFP
450
Root Financial Partners
California
$469