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CubeSmart

483 hedge funds and large institutions have $7.72B invested in CubeSmart in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 199 increasing their positions, 139 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $9.42M | Put options by funds: $2.83M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

61% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 49

43% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 139

4% more funds holding

Funds holding: 463483 (+20)

2% less capital invested

Capital invested by funds: $7.85B → $7.72B (-$131M)

2.71% less ownership

Funds ownership: 95.65%92.94% (-2.7%)

Holders
483
Holders Change
+20
Holders Change %
+4.32%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
79
Increased
199
Reduced
139
Closed
49
Calls
$9.42M
Puts
$2.83M
Net Calls
+$6.59M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
MAFA
451
MJT & Associates Financial Advisory
Minnesota
$2.38K
TPWA
452
Twin Peaks Wealth Advisors
California
$2.27K +$2.38K +62 New
BWL
453
Bogart Wealth LLC
Virginia
$2.2K +$2.3K +60 New
CA
454
Clearstead Advisors
Ohio
$2.02K -$55.1K -1,436 -96%
NS
455
NBC Securities
Alabama
$1.79K
RWM
456
Rialto Wealth Management
New York
$1.72K -$614 -16 -25%
CH
457
Cromwell Holdings
Wyoming
$1.39K +$1.11K +29 +322%
JWM
458
JPL Wealth Management
Colorado
$1.39K +$1.46K +38 New
NB
459
NBT Bank
New York
$1.28K +$1.34K +35 New
KG
460
Kilter Group
New York
$1.03K +$1.07K +28 New
CFM
461
Cornerstone Financial Management
Massachusetts
$1.03K
DWM
462
Dogwood Wealth Management
Kansas
$1.03K +$1.07K +28 New
CI
463
CX Institutional
Indiana
$1K -$2.03K -53 -76%
CAL
464
Capital Advisors Ltd
Ohio
$1K
KFAS
465
Keating Financial Advisory Services
Kansas
$990 +$1.04K +27 New
BFS
466
Bare Financial Services
Pennsylvania
$953 -$537 -14 -35%
S
467
Sachetta
Massachusetts
$807
PWPS
468
Pinnacle Wealth Planning Services
Ohio
$770 -$921 -24 -53%
LI
469
LRI Investments
Florida
$733
PWMG
470
Private Wealth Management Group
New Jersey
$587
BGAI
471
Bruce G. Allen Investments
Colorado
$586
TFM
472
TFC Financial Management
Massachusetts
$550
NSIM
473
North Star Investment Management
Illinois
$513
DF
474
Dunhill Financial
United Kingdom
$490
RFP
475
Root Financial Partners
California
$476