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CubeSmart
CUBE

Overview Fund Activity

440 hedge funds and large institutions have $8.92B invested in CubeSmart in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 176 increasing their positions, 154 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
-18
Holders Change %
-3.93%
% of All Funds
5.98%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
54
Increased
176
Reduced
154
Closed
66
Calls
$6.69M
Puts
$2.23M
Net Calls
+$4.46M
Net Calls Change
+$3.77M

Top Buyers

1
BlackRock
BlackRock
New York
$1.36B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$370M
3
Millennium Management
Millennium Management
New York
$96.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$238M
5
Citadel Advisors
Citadel Advisors
Florida
$67.3M

Top Sellers

1
RC
Resolution Capital
Australia
$0
2
Capital World Investors
Capital World Investors
California
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$455M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$13.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
226
O'Shaughnessy Asset Management
Connecticut
$1.06M +$116K +2,725 +12%
CG
227
Caprock Group
Idaho
$1.05M +$1.05M +24,612 New
NYLIM
228
New York Life Investment Management
New York
$1.03M +$16.1K +376 +2%
WIA
229
World Investment Advisors
California
$1.03M -$22.6K -529 -2%
MYIA
230
Mount Yale Investment Advisors
Colorado
$967K -$6.75K -158 -0.7%
BNP Paribas Asset Management
231
BNP Paribas Asset Management
France
$933K +$285K +6,677 +44%
ETC
232
Exchange Traded Concepts
Oklahoma
$928K +$793K +18,569 +589%
Federated Hermes
233
Federated Hermes
Pennsylvania
$915K -$36.1K -846 -4%
Creative Planning
234
Creative Planning
Kansas
$892K +$42K +984 +5%
IMRF
235
Illinois Municipal Retirement Fund
Illinois
$889K – – –
AAM
236
Azzad Asset Management
Virginia
$868K +$868K +20,325 New
I
237
InceptionR
California
$861K +$556K +13,169 +182%
ET
238
Entropy Technologies
New York
$843K +$400K +9,367 +90%
SOAMC
239
Spirit of America Management Corp
New York
$831K – – –
JF
240
Jump Financial
Illinois
$824K +$824K +19,300 New
Janney Montgomery Scott
241
Janney Montgomery Scott
Pennsylvania
$821K +$821K +19,215 New
EAM
242
Erste Asset Management
Austria
$803K -$54.7K -1,300 -6%
FDCDDQ
243
Federation des caisses Desjardins du Quebec
Quebec, Canada
$796K – – –
GCM
244
Gallacher Capital Management
Colorado
$786K +$496K +11,608 +171%
VPIM
245
Vanguard Personalized Indexing Management
California
$776K +$294K +6,881 +61%
FAM
246
Fairtree Asset Management
South Africa
$766K – – –
SAM
247
Securian Asset Management
Minnesota
$730K – – –
Cetera Investment Advisers
248
Cetera Investment Advisers
Illinois
$724K -$70.9K -1,661 -9%
Envestnet Portfolio Solutions
249
Envestnet Portfolio Solutions
Illinois
$708K -$225K -5,279 -24%
SAM
250
Shell Asset Management
Netherlands
$676K -$27.5K -643 -4%
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