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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
AB
151
Amalgamated Bank
New York
$3.63M -$148K -3,907 -4%
XT
152
XTX Topco
Cayman Islands
$3.58M +$3.17M +83,326 +524%
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$3.53M -$50.6K -1,332 -1%
Creative Planning
154
Creative Planning
Kansas
$3.51M +$1.45M +38,225 +65%
RAM
155
Resona Asset Management
Japan
$3.44M -$202K -5,310 -5%
Wells Fargo
156
Wells Fargo
California
$3.42M -$4.83M -127,163 -57%
MOACM
157
Mutual of America Capital Management
New York
$3.42M -$396K -10,411 -10%
PFSRSONJ
158
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.42M -$197K -5,182 -5%
Treasurer of the State of North Carolina
159
Treasurer of the State of North Carolina
North Carolina
$3.42M -$263K -6,931 -7%
State of Tennessee, Department of Treasury
160
State of Tennessee, Department of Treasury
Tennessee
$3.29M -$143K -3,754 -4%
DSA
161
Davis Selected Advisers
Arizona
$3.28M +$3.46M +90,930 New
OCBCO
162
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.11M -$401K -10,556 -11%
YIH
163
Y-Intercept (HK)
Hong Kong
$3.04M +$3.2M +84,254 New
YCM
164
Yousif Capital Management
Michigan
$3.03M -$50.4K -1,325 -2%
GC
165
Guggenheim Capital
Illinois
$3.02M +$198K +5,202 +7%
KOCAA
166
Knights of Columbus Asset Advisors
Connecticut
$2.98M -$426K -11,220 -12%
SSA
167
Schonfeld Strategic Advisors
New York
$2.64M +$378K +9,942 +16%
EGM
168
Engineers Gate Manager
New York
$2.61M +$2.31M +60,660 +522%
WCM Investment Management
169
WCM Investment Management
California
$2.57M
TAM
170
Trillium Asset Management
Massachusetts
$2.56M -$759K -19,982 -23%
BMSSC
171
B. Metzler seel. Sohn & Co
Germany
$2.55M
ET
172
Entropy Technologies
New York
$2.49M +$446K +11,744 +20%
ZP
173
Zimmer Partners
New York
$2.43M +$1.12M +29,566 +78%
BCI
174
Brinker Capital Investments
Pennsylvania
$2.42M -$147K -3,868 -5%
TRSOTSOK
175
Teachers Retirement System of the State of Kentucky
Kentucky
$2.41M