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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
SIS
451
Sound Income Strategies
Florida
$396
QWM
452
Quaker Wealth Management
New Jersey
$361
BTI
453
Blue Trust Inc
Georgia
$324
PWA
454
Principia Wealth Advisory
Texas
$324
CH
455
Cromwell Holdings
Wyoming
$324
OA
456
Operose Advisors
Wisconsin
$288
ACA
457
American Capital Advisory
Idaho
$217
DF
458
DecisionPoint Financial
Arizona
$145
CCM
459
Copeland Capital Management
Pennsylvania
$103
CVA
460
Ceredex Value Advisors
Florida
WCP
461
Waterfront Capital Partners
New York
PP
462
Prospector Partners
Connecticut
DC
463
Davenport & Co
Virginia
Wellington Management Group
464
Wellington Management Group
Massachusetts
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
465
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
EMPI
466
Elo Mutual Pension Insurance
Finland
Connor, Clark & Lunn Investment Management (CC&L)
467
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
VI
468
Versor Investments
New York
FRM
469
Fox Run Management
Connecticut
AI
470
Atom Investors
Texas
RAM
471
Readystate Asset Management
Illinois
FCM
472
FJ Capital Management
Virginia
I
473
InceptionR
California
OBAM
474
ODDO BHF Asset Management
France
SC
475
Syon Capital
California