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CubeSmart

463 hedge funds and large institutions have $7.85B invested in CubeSmart in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 159 increasing their positions, 180 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

559% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $1.98M

3.12% more ownership

Funds ownership: 92.53%95.65% (+3.1%)

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

3% less funds holding

Funds holding: 477463 (-14)

8% less capital invested

Capital invested by funds: $8.58B → $7.85B (-$723M)

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
463
Holders Change
-14
Holders Change %
-2.94%
% of All Funds
5.63%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
68
Increased
159
Reduced
180
Closed
72
Calls
$13.1M
Puts
$1.98M
Net Calls
+$11.1M
Net Calls Change
+$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
DF
451
Dunhill Financial
United Kingdom
$482 +$494 +13 New
RFP
452
Root Financial Partners
California
$469 +$494 +13 New
SIS
453
Sound Income Strategies
Florida
$396
QWM
454
Quaker Wealth Management
New Jersey
$361 +$152 +4 +67%
BTI
455
Blue Trust Inc
Georgia
$324 -$532 -14 -61%
PWA
456
Principia Wealth Advisory
Texas
$324 -$494 -13 -59%
CH
457
Cromwell Holdings
Wyoming
$324 -$342 -9 -50%
OA
458
Operose Advisors
Wisconsin
$288
SWP
459
Strategic Wealth Partners
Ohio
$252 +$266 +7 New
ACA
460
American Capital Advisory
Idaho
$217 -$266 -7 -54%
DF
461
DecisionPoint Financial
Arizona
$145
CCM
462
Copeland Capital Management
Pennsylvania
$103 -$1.29K -34 -94%
CVA
463
Ceredex Value Advisors
Florida
-$10.3M -252,850 Closed
WCP
464
Waterfront Capital Partners
New York
-$9.08M -223,418 Closed
PP
465
Prospector Partners
Connecticut
-$2.78M -68,374 Closed
DC
466
Davenport & Co
Virginia
-$2.52M -62,089 Closed
Wellington Management Group
467
Wellington Management Group
Massachusetts
-$1.33M -32,645 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
468
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.3M -32,000 Closed
EMPI
469
Elo Mutual Pension Insurance
Finland
-$1.25M -30,752 Closed
Connor, Clark & Lunn Investment Management (CC&L)
470
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.18M -29,067 Closed
VI
471
Versor Investments
New York
-$931K -22,900 Closed
FRM
472
Fox Run Management
Connecticut
-$898K -22,083 Closed
AI
473
Atom Investors
Texas
-$744K -18,306 Closed
RAM
474
Readystate Asset Management
Illinois
-$715K -17,578 Closed
FCM
475
FJ Capital Management
Virginia
-$619K -15,225 Closed