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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
OL
501
Optas LLC
Texas
GFWA
502
Grey Fox Wealth Advisors
Delaware
Los Angeles Capital Management
503
Los Angeles Capital Management
California
GCP
504
GSA Capital Partners
United Kingdom
LMKC
505
L.M. Kohn & Company
Ohio
CCP
506
Carmel Capital Partners
California
KIM
507
Kestra Investment Management
Texas
BIG
508
Brooklyn Investment Group
New York
VSQM
509
V-Square Quantitative Management
Illinois
TPWA
510
Twin Peaks Wealth Advisors
California
HT
511
Headlands Technologies
Illinois
AWM
512
Atticus Wealth Management
Florida
BFP
513
Briaud Financial Planning
Texas
VWWMG
514
Vermillion & White Wealth Management Group
Pennsylvania
WSFS
515
Wilmington Savings Fund Society
Delaware
ATC
516
Adirondack Trust Company
New York
HWP
517
Highline Wealth Partners
California
NC
518
NewSquare Capital
Pennsylvania
WCM
519
WealthTrak Capital Management
Virginia
BWL
520
Bogart Wealth LLC
Virginia
CT
521
Clearstead Trust
Maine
TIM
522
Tortoise Investment Management
New York
SC
523
Stephens Consulting
Michigan
CCM
524
Cloud Capital Management
Washington