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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 %
Los Angeles Capital Management
251
Los Angeles Capital Management
California
$675K -$1.7M -39,713 -72%
VU
252
Vanderbilt University
Tennessee
$674K +$674K +15,791 New
CGH
253
Crossmark Global Holdings
Texas
$659K +$1.92K +45 +0.3%
OBAM
254
ODDO BHF Asset Management
France
$652K +$2.52K +59 +0.4%
Fidelity International
255
Fidelity International
Bermuda
$628K -$808K -18,911 -56%
USAA
256
United Services Automobile Association
Texas
$628K – – –
Marshall Wace
257
Marshall Wace
United Kingdom
$615K +$615K +14,400 New
CIC
258
Cornercap Investment Counsel
Georgia
$615K -$9.74K -228 -2%
LA
259
Lindenwold Advisors
Pennsylvania
$614K +$173K +4,048 +39%
WC
260
Winmill & Co
New York
$598K – – –
CA
261
Clearstead Advisors
Ohio
$593K +$21.5K +504 +4%
1832 Asset Management
262
1832 Asset Management
Ontario, Canada
$585K +$152K +3,564 +35%
Mariner
263
Mariner
Kansas
$580K -$3.46K -81 -0.6%
VA
264
Vident Advisory
Georgia
$573K +$298K +6,970 +108%
CFG
265
Cooper Financial Group
California
$568K +$30.4K +711 +6%
MCP
266
Mirador Capital Partners
California
$568K -$130K -3,049 -19%
Wealth Enhancement Advisory Services
267
Wealth Enhancement Advisory Services
Minnesota
$564K -$185K -4,322 -25%
DEA
268
DoubleLine ETF Adviser
Florida
$560K -$131K -3,074 -19%
CM
269
Caption Management
Oklahoma
$554K +$554K +12,977 New
AC
270
Allstate Corporation
Illinois
$548K – – –
Twin Tree Management
271
Twin Tree Management
Texas
$537K +$537K +12,583 New
PA
272
Pinnacle Associates
New York
$532K -$1.97K -46 -0.4%
PCM
273
Penserra Capital Management
California
$523K -$65.3K -1,532 -11%
DADC
274
D.A. Davidson & Co
Montana
$511K -$63.1K -1,478 -11%
Nomura Holdings
275
Nomura Holdings
Japan
$502K -$1.83M -42,824 -78%
9 10
11
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