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CubeSmart

476 hedge funds and large institutions have $8.58B invested in CubeSmart in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 177 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

3% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 172

5.05% less ownership

Funds ownership: 97.58%92.53% (-5.1%)

9% less capital invested

Capital invested by funds: $9.45B → $8.58B (-$876M)

Holders
476
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
$10.3M
Puts
$1.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
451
JPL Wealth Management
Colorado
$2.32K
SC
452
SouthState Corp
Florida
$1.99K
GEA
453
Glen Eagle Advisors
New Jersey
$1.87K
CCM
454
Copeland Capital Management
Pennsylvania
$1.5K
NRG
455
Nemes Rush Group
Michigan
$1.46K
NS
456
NBC Securities
Alabama
$1.42K
CAL
457
Capital Advisors Ltd
Ohio
$1K
AW
458
Avion Wealth
Texas
$1K
BTI
459
Blue Trust Inc
Georgia
$935
HFS
460
Hughes Financial Services
Virginia
$916
FMP
461
Financial Management Professionals
Texas
$895
PWA
462
Principia Wealth Advisory
Texas
$895
LI
463
LRI Investments
Florida
$813
GA
464
Guerra Advisors
Florida
$813
CH
465
Cromwell Holdings
Wyoming
$732
BGAI
466
Bruce G. Allen Investments
Colorado
$651
AF
467
Advisornet Financial
Minnesota
$569
CFO
468
CVA Family Office
Colorado
$529
ACA
469
American Capital Advisory
Idaho
$529
FC
470
Financial Consulate
Maryland
$488
SIS
471
Sound Income Strategies
Florida
$398
OA
472
Operose Advisors
Wisconsin
$325
QWM
473
Quaker Wealth Management
New Jersey
$244
DF
474
DecisionPoint Financial
Arizona
$162
MCM
475
MV Capital Management
Maryland
$82