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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
Janney Montgomery Scott
251
Janney Montgomery Scott
Pennsylvania
$758K +$25.2K +618 +3%
SOAMC
252
Spirit of America Management Corp
New York
$750K -$40.7K -1,000 -5%
Cetera Investment Advisers
253
Cetera Investment Advisers
Illinois
$746K +$46.7K +1,147 +7%
AI
254
Atom Investors
Texas
$744K -$601K -14,743 -45%
TRCT
255
Tower Research Capital (TRC)
New York
$733K +$550K +13,488 +297%
CAPTRUST Financial Advisors
256
CAPTRUST Financial Advisors
North Carolina
$729K +$10.3K +253 +1%
FAM
257
Fairtree Asset Management
South Africa
$729K
RAM
258
Readystate Asset Management
Illinois
$715K +$716K +17,578 New
WorldQuant Millennium Advisors
259
WorldQuant Millennium Advisors
New York
$714K +$716K +17,564 New
SAM
260
Securian Asset Management
Minnesota
$694K -$11.5K -282 -2%
LFAS
261
Level Four Advisory Services
Texas
$692K +$694K +17,021 New
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
$681K +$296K +7,256 +77%
CCIA
263
Campbell & Co Investment Adviser
Maryland
$669K -$165K -4,046 -20%
CGH
264
Crossmark Global Holdings
Texas
$665K +$11.5K +282 +2%
QCG
265
Quadrant Capital Group
Ohio
$658K +$79.7K +1,955 +14%
XT
266
XTX Topco
Cayman Islands
$646K -$1.44M -35,344 -69%
AAP
267
Arax Advisory Partners
Colorado
$643K +$611K +15,003 +1,843%
FCM
268
FJ Capital Management
Virginia
$619K +$620K +15,225 New
I
269
InceptionR
California
$610K +$619K +15,197 New
SA
270
Sanctuary Advisors
Indiana
$609K +$314K +7,711 +106%
OBAM
271
ODDO BHF Asset Management
France
$605K -$15.8K -387 -3%
CFG
272
Cooper Financial Group
California
$598K +$105K +2,574 +21%
PL
273
Perpetual Ltd
Australia
$596K -$3.67K -90 -0.6%
DEA
274
DoubleLine ETF Adviser
Florida
$578K +$34.2K +840 +6%
WC
275
Winmill & Co
New York
$569K

CUBE Hedge Fund Activity: Q3 2025 in Review

477 of the 7,620 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.