Stock Analysis
Data Source: SEC EDGAR 13F
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Cubesmart (CUBE)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +32
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — CUBE

Based on 514 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CUBE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
514 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.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+56 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

295 buying219 selling
Last quarter: 295 funds bought or added vs 219 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new CUBE position: 69 → 70 → 79 → 98. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 18% medium 22% new
310 out of 514 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.
📈

Growing discovery — still being found

69 → 69 → 70 → 79 → 98 new funds/Q
New funds entering each quarter: 69 → 70 → 79 → 98. A growing number of institutions are discovering CUBE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 24% newcomers

67% veterans 9% 1-2yr 24% new
Entry-cohort mix of 522 holders: 352 (67%) are 2+ year veterans, 45 entered 1–2 years ago, and 125 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
62 of 514 holders are among the 100 largest funds by AUM, controlling 62% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — CUBE

In 2026 Q2, 295 hedge funds were net buyers of CUBE (98 opened a new position, 197 added to an existing one), while 219 reduced or exited (153 trimmed, 66 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 62% of total institutional value in CUBE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +32 funds (more new holders than closures). Total institutional holders: 514.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 2 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: CUBE
508 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 508 482 5.39%
13F Shares 231M 217M 6.15%
Total Value $8.38B $7.42B 12.87%
New Positions 95 79 +16
Increased Positions 191 191 -
Closed Positions 69 54 +15
Reduced Positions 152 143 +9
Total Calls 4 4 -
Total Puts 4 2 100.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: CUBE

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Institutional Holders (2026 Q2)

508 + investors

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

QUARTER:
Top 25 CUBE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vision Capital Corp 8.97% 696,812 $27.7M
2 Aew Capital Management L P 5.45% 2,292,708 $91.2M
3 Hazelview Securities Inc. 3.51% 618,426 $25.3M
4 Lasalle Investment Management Securities LLC 3.32% 2,343,438 $93.2M
5 Lightrock Netherlands B.V. 3.14% 510,117 $15.9M
6 GSI Capital Advisors LLC 2.33% 124,408 $4.9M
7 Sophron Capital Management L.P. 2.25% 182,764 $7.3M
8 Measured Risk Portfolios, Inc. 2.06% 58,300 $2.3M
9 Cbre Investment Management Listed Real Assets LLC 1.86% 3,359,278 $133.6M
10 Heitman Real Estate Securities LLC 1.43% 558,601 $22.2M
11 Duff & Phelps Investment Management Co 1.22% 3,239,472 $128.8M
12 Miller Global Investments, LLC 0.79% 23,898 $950K
13 MQS Management LLC 0.76% 15,656 $623K
14 Pacific Heights Asset Management LLC 0.63% 500,000 $19.9M
15 Worth Venture Partners, LLC 0.56% 6,200 $247K
16 Diamond Hill Capital Management, LLC (Investment Advisor) 0.55% 1,723,722 $68.6M
17 Total Wealth Planning & Management, Inc. 0.48% 17,918 $713K
18 Capital Financial Group Inc\co\ /Adv 0.41% 19,469 $774K
19 Crawford Investment Counsel Inc 0.40% 596,196 $23.7M
20 Ceredex Value Advisors LLC 0.32% 286,250 $11.4M
21 Lighthouse Investment Partners, LLC 0.30% 277,589 $11.0M
22 Boston Trust Walden Corp 0.30% 984,196 $39.1M
23 Edgestream Partners, L.P. 0.26% 222,343 $8.8M
24 Cander Asset Management LP 0.25% 34,152 $1.4M
25 Quantbot Technologies LP 0.24% 155,299 $6.2M
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CUBE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CUBE?

Slight buying edge — 57% buying: Last quarter: 295 funds bought or added vs 219 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CUBE holders?

Elite ownership — 62% AUM from top-100 funds: 62 of 514 holders are among the 100 largest funds by AUM, controlling 62% 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?

60% of holders stayed for 2+ years: 310 out of 514 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.

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