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CubeSmart

442 hedge funds and large institutions have $9.33B invested in CubeSmart in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 154 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $6.69M | Put options by funds: $2.23M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

17% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 154

1% less capital invested

Capital invested by funds: $9.42B → $9.33B (-$89.1M)

1.35% less ownership

Funds ownership: 97.25%95.9% (-1.4%)

4% less funds holding

Funds holding: 459442 (-17)

20% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 65

Holders
442
Holders Change
-17
Holders Change %
-3.7%
% of All Funds
5.93%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
52
Increased
180
Reduced
154
Closed
65
Calls
$6.69M
Puts
$2.23M
Net Calls
+$4.46M
Net Calls Change
+$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
201
BNP Paribas Financial Markets
France
$1.53M -$4.03M -96,358 -73%
QT
202
Quantbot Technologies
New York
$1.53M +$1.44M +34,377 +2,556%
YIH
203
Y-Intercept (HK)
Hong Kong
$1.51M -$1.58M -37,759 -52%
Jacobs Levy Equity Management
204
Jacobs Levy Equity Management
New Jersey
$1.51M +$1.48M +35,351 New
NAM
205
NTV Asset Management
West Virginia
$1.49M +$1.46M +35,000 New
A
206
AlphaQuest
New York
$1.48M -$130K -3,120 -8%
CCIA
207
Campbell & Co Investment Adviser
Maryland
$1.45M -$286K -6,841 -17%
SFA
208
Sequoia Financial Advisors
Ohio
$1.42M +$182K +4,366 +15%
NAM
209
Nissay Asset Management
Japan
$1.4M +$30.4K +727 +2%
HCP
210
Holt Capital Partners
Texas
$1.4M
VOYA Investment Management
211
VOYA Investment Management
Georgia
$1.39M +$54.8K +1,311 +4%
HWAM
212
Hennion & Walsh Asset Management
New Jersey
$1.37M +$295K +7,059 +28%
MWM
213
Moran Wealth Management
Florida
$1.33M +$2.42K +58 +0.2%
RDWM
214
Red Door Wealth Management
Tennessee
$1.28M
BIM
215
Bridges Investment Management
Nebraska
$1.28M +$660K +15,786 +111%
Wellington Management Group
216
Wellington Management Group
Massachusetts
$1.27M -$32.6M -780,108 -96%
MGP
217
Metis Global Partners
California
$1.22M +$118K +2,826 +11%
CA
218
CoreCap Advisors
Michigan
$1.2M -$119K -2,848 -9%
ELI
219
Empire Life Investments
Ontario, Canada
$1.2M +$42K +1,004 +4%
PS
220
Principal Securities
Iowa
$1.18M +$1.21K +29 +0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
221
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.15M -$1.04M -25,000 -48%
X
222
Xponance
Pennsylvania
$1.11M +$7.77K +186 +0.7%
NGA
223
Naples Global Advisors
Florida
$1.11M -$15.7K -375 -1%
MML Investors Services
224
MML Investors Services
Massachusetts
$1.1M +$23.3K +558 +2%
PS
225
Pensionfund Sabic
Netherlands
$1.1M -$125K -3,000 -10%