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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
MCM
501
Monument Capital Management
Virginia
-$205K -5,040 Closed
PSF
502
Pacific Sun Financial
California
-$204K -5,022 Closed
Nomura Holdings
503
Nomura Holdings
Japan
-$203K -4,995 Closed
RG
504
Renaissance Group
Kentucky
-$203K -4,992 Closed
GHA
505
GW Henssler & Associates
Georgia
-$202K -4,980 Closed
GT
506
Greenleaf Trust
Michigan
-$201K -4,955 Closed
CT
507
Colonial Trust
South Carolina
-$108K -2,656 Closed
CI Investments Inc
508
CI Investments Inc
Ontario, Canada
-$93K -2,288 Closed
ASN
509
Advisory Services Network
Georgia
-$72.4K -1,781 Closed
Group One Trading
510
Group One Trading
Illinois
-$66.5K -1,750 Closed
SR
511
Syntax Research
Florida
-$71.2K -1,750 Closed
AT
512
Avalon Trust
New Mexico
-$50.8K -1,250 Closed
SIC
513
SJS Investment Consulting
Ohio
-$42.2K -1,039 Closed
WANY
514
Wealthspire Advisors (New York)
New York
-$34K -836 Closed
MA
515
Montag & Associates
Georgia
-$27K -663 Closed
MG
516
Mather Group
Illinois
-$19.4K -476 Closed
RA
517
Rise Advisors
New York
-$15.5K -381 Closed
WBC
518
West Branch Capital
Massachusetts
-$13.5K -333 Closed
GWM
519
Geneos Wealth Management
Colorado
-$12.2K -300 Closed
DWM
520
Dogwood Wealth Management
Kansas
-$11.9K -293 Closed
AUB
521
Atlantic Union Bankshares
Virginia
-$10.8K -266 Closed
IRC
522
Investors Research Corp
Georgia
-$8.66K -213 Closed
MAM
523
Meeder Asset Management
Ohio
-$5.45K -134 Closed
TFA
524
Transamerica Financial Advisors
Florida
-$2.72K -67 Closed
HWM
525
HighMark Wealth Management
Minnesota
-$2.6K -64 Closed