Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CUBESMART (CUBE)

431 + Investors. Track Smart Money conviction in CUBE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -13
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — CUBE

Based on 425 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CUBE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
425 hedge funds hold CUBE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CUBE is almost the same as a year ago (-3 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

217 buying242 selling
Last quarter: 242 funds reduced or exited vs 217 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~66 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 56 → 64 → 64 → 66. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 17% medium ■ 14% new
293 out of 425 hedge funds have held CUBE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~66 new funds/quarter

61 → 56 → 64 → 64 → 66 new funds/Q
New funds entering each quarter: 56 → 64 → 64 → 66. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Of 431 current holders: 312 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
41 of 425 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in CUBE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CUBE

How many hedge funds hold CUBE — quarterly history vs. share price
Quarterly hedge fund ownership of CUBE vs. share price

Market Analysis: CUBE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CUBE

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

59 top-rated funds 0 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: CUBE
2026 Q1 Stats Unlock in 22 days 431 + Investors

Track Smart Money conviction in CUBE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 431 443 -2.71%
13F Shares 211M 206M 2.42%
Total Value $7.26B $7.97B -8.87%
New Positions 66 64 +2
Increased Positions 160 169 -9
Closed Positions 79 55 +24
Reduced Positions 170 161 +9
Total Calls 4 4 -
Total Puts 2 2 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: CUBE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Return on Assets (ttm) --
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Income Statement & Cash Flow
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

431 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CUBE. Verified SEC 13F-HR filings.

Top 25 institutional holders of CUBE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AEW CAPITAL MANAGEMENT L P 5.64% 2,121,725 $77.8M
2 Pensionfund PDN 1.14% 53,800 $2K
3 Pensionfund Sabic 1.13% 25,700 —
4 DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.04% 2,737,656 $100.3M
5 Miller Global Investments, LLC 0.80% 23,898 $876K
6 DAVIDSON INVESTMENT ADVISORS 0.74% 350,627 $15.0M
7 Oak Thistle LLC 0.33% 91,884 $3.4M
8 Boston Trust Walden Corp 0.30% 980,989 $36.0M
9 MQS Management LLC 0.29% 11,743 $430K
10 Drucker Wealth 3.0, LLC 0.19% 29,658 $1.1M
11 CAPITAL FINANCIAL GROUP INC\CO\ /ADV 0.19% 9,421 $345K
12 Vanderbilt University 0.16% 22,913 $840K
13 Wealth Quarterback LLC 0.16% 10,762 $394K
14 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.13% 18,450 $676K
15 Red Door Wealth Management, LLC 0.11% 30,000 $1.1M
16 NAPLES GLOBAL ADVISORS, LLC 0.11% 41,502 $1.5M
17 Y-Intercept (Hong Kong) Ltd 0.10% 139,173 $5.1M
18 Retirement Systems of Alabama 0.08% 642,960 $23.6M
19 Mirador Capital Partners LP 0.07% 13,761 $504K
20 GATEWAY INVESTMENT ADVISERS LLC 0.06% 155,441 $5.7M
21 STRS OHIO 0.06% 429,614 $15.7M
22 Cooper Financial Group 0.06% 14,988 $549K
23 State of Alaska, Department of Revenue 0.05% 136,357 $5K
24 NTV ASSET MANAGEMENT LLC 0.04% 10,720 $393K
25 Louisiana State Employees Retirement System 0.04% 66,100 $2K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CUBESMART (CUBE)

What does the Smart Money Trend signal show for CUBE?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CUBE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CUBE?

More sellers than buyers — 47% buying: Last quarter: 242 funds reduced or exited vs 217 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CUBE holders?

Elite ownership — 52% AUM from top-100 funds: 41 of 425 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in CUBE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CUBE?

69% of holders stayed for 2+ years: 293 out of 425 hedge funds have held CUBE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.