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CubeSmart

481 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, 197 increasing their positions, 139 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.42M
Puts
$2.83M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
451
Bogart Wealth LLC
Virginia
$2.2K
CA
452
Clearstead Advisors
Ohio
$2.02K
NS
453
NBC Securities
Alabama
$1.79K
RWM
454
Rialto Wealth Management
New York
$1.72K
CH
455
Cromwell Holdings
Wyoming
$1.39K
JWM
456
JPL Wealth Management
Colorado
$1.39K
NB
457
NBT Bank
New York
$1.28K
KG
458
Kilter Group
New York
$1.03K
CFM
459
Cornerstone Financial Management
Massachusetts
$1.03K
DWM
460
Dogwood Wealth Management
Kansas
$1.03K
CI
461
CX Institutional
Indiana
$1K
CAL
462
Capital Advisors Ltd
Ohio
$1K
KFAS
463
Keating Financial Advisory Services
Kansas
$990
BFS
464
Bare Financial Services
Pennsylvania
$953
S
465
Sachetta
Massachusetts
$807
PWPS
466
Pinnacle Wealth Planning Services
Ohio
$770
LI
467
LRI Investments
Florida
$733
PWMG
468
Private Wealth Management Group
New Jersey
$587
BGAI
469
Bruce G. Allen Investments
Colorado
$586
TFM
470
TFC Financial Management
Massachusetts
$550
NSIM
471
North Star Investment Management
Illinois
$513
DF
472
Dunhill Financial
United Kingdom
$490
RFP
473
Root Financial Partners
California
$476
SIS
474
Sound Income Strategies
Florida
$365
IWS
475
Intentional Wealth Strategies
Colorado
$330