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CubeSmart

459 hedge funds and large institutions have $9.45B invested in CubeSmart in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 184 increasing their positions, 156 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $4.86M | Put options by funds: $1.5M

48% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 46

18% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 156

4% more funds holding

Funds holding: 442459 (+17)

1.69% more ownership

Funds ownership: 95.9%97.58% (+1.7%)

1% more capital invested

Capital invested by funds: $9.33B → $9.45B (+$124M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
459
Holders Change
+17
Holders Change %
+3.85%
% of All Funds
6.04%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
68
Increased
184
Reduced
156
Closed
46
Calls
$4.86M
Puts
$1.5M
Net Calls
+$3.36M
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$752K +$468K +11,289 +177%
SAM
252
Securian Asset Management
Minnesota
$738K +$10.9K +264 +2%
Cetera Investment Advisers
253
Cetera Investment Advisers
Illinois
$731K +$11K +265 +2%
EAM
254
Erste Asset Management
Austria
$695K -$112K -2,700 -14%
CGH
255
Crossmark Global Holdings
Texas
$683K +$27.2K +655 +4%
Envestnet Portfolio Solutions
256
Envestnet Portfolio Solutions
Illinois
$679K -$25.1K -606 -4%
OBAM
257
ODDO BHF Asset Management
France
$649K
PCP
258
Perbak Capital Partners
United Kingdom
$628K +$613K +14,773 New
PL
259
Perpetual Ltd
Australia
$626K +$611K +14,738 New
LA
260
Lindenwold Advisors
Pennsylvania
$619K +$8.04K +194 +1%
EP
261
Edgestream Partners
New Jersey
$610K +$595K +14,354 New
CA
262
Clearstead Advisors
Ohio
$608K +$17.3K +417 +3%
VI
263
Vestcor Inc
New Brunswick, Canada
$608K -$1.43M -34,600 -71%
QCG
264
Quadrant Capital Group
Ohio
$605K +$478K +11,526 +426%
CIC
265
Cornercap Investment Counsel
Georgia
$597K -$14.6K -353 -2%
WC
266
Winmill & Co
New York
$595K
MCP
267
Mirador Capital Partners
California
$592K +$26.4K +637 +5%
FRM
268
Fox Run Management
Connecticut
$572K +$558K +13,467 New
SAM
269
Shell Asset Management
Netherlands
$570K -$99.2K -2,393 -15%
DADC
270
D.A. Davidson & Co
Montana
$569K +$59.1K +1,425 +12%
DEA
271
DoubleLine ETF Adviser
Florida
$569K +$11.2K +269 +2%
MYIA
272
Mount Yale Investment Advisors
Colorado
$564K -$389K -9,373 -41%
GLF
273
Groupe la Francaise
France
$547K +$534K +12,883 New
Neuberger Berman Group
274
Neuberger Berman Group
New York
$543K +$113K +2,736 +27%
JF
275
Jump Financial
Illinois
$537K -$276K -6,657 -34%

CUBE Hedge Fund Activity: Q2 2025 in Review

459 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q2 2025, worth a combined $9.45B — up 1.3% from $9.33B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new CUBE positions and 46 closed out — a net gain of 22 holders — while 184 added to existing stakes and 156 trimmed.

The largest buyer was BlackRock, adding an estimated $217M. The largest seller was Citadel Advisors, exiting entirely with an estimated $65.3M sold.

  • 459 institutional investors held CubeSmart (CUBE) as of Q2 2025, up from 442 in Q1 2025.
  • Funds reported $9.45B of CubeSmart stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 68 funds opened new CubeSmart positions in Q2 2025 and 46 closed out, a net change of +22 holders.
  • The largest CubeSmart buyer in Q2 2025 was BlackRock, an estimated $217M added.
  • The largest CubeSmart seller in Q2 2025 was Citadel Advisors, an estimated $65.3M sold.

Based on aggregated 13F filings for Q2 2025.