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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
SCM
201
Sterling Capital Management
North Carolina
$1.67M -$31.8M -836,071 -95%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$1.66M -$497K -13,066 -22%
NMERB
203
New Mexico Educational Retirement Board
New Mexico
$1.66M
OPERF
204
Oregon Public Employees Retirement Fund
Oregon
$1.64M -$19K -500 -1%
ANTB
205
AMG National Trust Bank
Colorado
$1.62M +$164K +4,323 +11%
VOYA Investment Management
206
VOYA Investment Management
Georgia
$1.57M -$58.7K -1,544 -3%
KeyBank National Association
207
KeyBank National Association
Ohio
$1.56M -$845K -22,228 -34%
JFG
208
Jefferies Financial Group
New York
$1.54M +$1.62M +42,634 New
AIP
209
Ameritas Investment Partners
Nebraska
$1.51M -$36.3K -954 -2%
NGA
210
Naples Global Advisors
Florida
$1.5M +$203K +5,348 +15%
CFB
211
Cullen/Frost Bankers
Texas
$1.43M -$2.51M -66,064 -62%
Pictet Asset Management
212
Pictet Asset Management
Switzerland
$1.43M +$209K +5,509 +16%
Teacher Retirement System of Texas
213
Teacher Retirement System of Texas
Texas
$1.42M -$1.1M -28,857 -42%
LCM
214
Landscape Capital Management
New Jersey
$1.39M +$43.4K +1,141 +3%
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$1.39M -$561K -14,753 -28%
BIM
216
Bridges Investment Management
Nebraska
$1.37M +$46K +1,211 +3%
BC
217
Bridgefront Capital
Texas
$1.35M +$504K +13,263 +55%
URS
218
Utah Retirement Systems
Utah
$1.33M
II
219
IFM Investors
Australia
$1.33M +$988 +26 +0.1%
LAM
220
LECAP Asset Management
United Kingdom
$1.24M +$859K +22,615 +190%
NAM
221
Nissay Asset Management
Japan
$1.24M +$49.6K +1,306 +4%
HCP
222
Holt Capital Partners
Texas
$1.18M +$412K +10,850 +49%
MWM
223
Moran Wealth Management
Florida
$1.18M +$61.7K +1,624 +5%
PS
224
Principal Securities
Iowa
$1.14M -$184K -4,845 -13%
Truist Financial
225
Truist Financial
North Carolina
$1.14M -$13M -341,414 -92%