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CubeSmart

477 hedge funds and large institutions have $8.58B invested in CubeSmart in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 177 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $1.34M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

46% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 48

4% more funds holding

Funds holding: 459477 (+18)

3% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 172

5.05% less ownership

Funds ownership: 97.58%92.53% (-5.1%)

9% less capital invested

Capital invested by funds: $9.45B → $8.58B (-$876M)

Holders
477
Holders Change
+18
Holders Change %
+3.92%
% of All Funds
6.26%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
70
Increased
177
Reduced
172
Closed
48
Calls
$10.3M
Puts
$1.34M
Net Calls
+$8.95M
Net Calls Change
+$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
226
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.18M +$238K +5,852 +25%
Jacobs Levy Equity Management
227
Jacobs Levy Equity Management
New Jersey
$1.18M -$263K -6,452 -18%
ELI
228
Empire Life Investments
Ontario, Canada
$1.14M +$17.5K +430 +2%
CA
229
CoreCap Advisors
Michigan
$1.13M -$65.6K -1,609 -5%
MML Investors Services
230
MML Investors Services
Massachusetts
$1.12M +$210K +5,146 +23%
VPIM
231
Vanguard Personalized Indexing Management
California
$1.11M +$81.9K +2,009 +8%
DW30
232
Drucker Wealth 3.0
New Jersey
$1.04M +$624K +15,326 +149%
X
233
Xponance
Pennsylvania
$1.03M -$11.1K -272 -1%
GCM
234
Gallacher Capital Management
Colorado
$1.01M +$102K +2,514 +11%
BC
235
Bridgefront Capital
Texas
$983K +$487K +11,956 +98%
PS
236
Pensionfund Sabic
Netherlands
$964K -$81.5K -2,000 -8%
NYLIM
237
New York Life Investment Management
New York
$937K -$22.6K -555 -2%
VI
238
Versor Investments
New York
$931K +$933K +22,900 New
AAM
239
Azzad Asset Management
Virginia
$903K +$35.4K +870 +4%
FRM
240
Fox Run Management
Connecticut
$898K +$351K +8,616 +64%
SG Americas Securities
241
SG Americas Securities
New York
$896K -$4.83M -118,592 -84%
HCP
242
Holt Capital Partners
Texas
$895K
NIM
243
NEOS Investment Management
Connecticut
$880K +$453K +11,110 +103%
WIA
244
World Investment Advisors
California
$864K -$74.6K -1,830 -8%
BNP Paribas Asset Management
245
BNP Paribas Asset Management
France
$864K -$38.3K -939 -4%
LA
246
Lindenwold Advisors
Pennsylvania
$840K +$248K +6,098 +42%
Envestnet Portfolio Solutions
247
Envestnet Portfolio Solutions
Illinois
$837K +$188K +4,604 +29%
Federated Hermes
248
Federated Hermes
Pennsylvania
$828K -$37.1K -910 -4%
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$785K -$66.7K -1,638 -8%
DB
250
Danske Bank
Denmark
$769K -$310K -7,600 -29%

CUBE Hedge Fund Activity: Q3 2025 in Review

477 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q3 2025, worth a combined $8.58B — down 9.3% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CUBE positions and 48 closed out — a net gain of 22 holders — while 177 added to existing stakes and 172 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $85.5M. The largest seller was Centersquare Investment Management, cutting an estimated $109M.

  • 477 institutional investors held CubeSmart (CUBE) as of Q3 2025, up from 459 in Q2 2025.
  • Funds reported $8.58B of CubeSmart stock for Q3 2025, down 9.3% quarter-over-quarter.
  • 70 funds opened new CubeSmart positions in Q3 2025 and 48 closed out, a net change of +22 holders.
  • The largest CubeSmart buyer in Q3 2025 was T. Rowe Price Associates, an estimated $85.5M added.
  • The largest CubeSmart seller in Q3 2025 was Centersquare Investment Management, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2025.