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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 %
WB
276
WesBanco Bank
West Virginia
$487K -$1.07K -25 -0.2%
PNC Financial Services Group
277
PNC Financial Services Group
Pennsylvania
$473K -$23.7K -554 -5%
US Bancorp
278
US Bancorp
Minnesota
$470K -$68.4K -1,602 -13%
PCM
279
Polymer Capital Management
New York
$468K -$355K -8,322 -43%
QCM
280
QRG Capital Management
Illinois
$460K +$41.1K +963 +10%
TRCT
281
Tower Research Capital (TRC)
New York
$458K -$366K -8,559 -44%
TWPM
282
Total Wealth Planning & Management
Florida
$454K +$226K +5,281 +99%
MSRPS
283
Maryland State Retirement & Pension System
Maryland
$447K -$99.2K -2,323 -18%
NB
284
Norinchukin Bank
Japan
$446K +$19K +445 +4%
PA
285
PharVision Advisers
Florida
$437K +$177K +4,139 +68%
CCP
286
Carmel Capital Partners
California
$434K +$5.3K +124 +1%
Neuberger Berman Group
287
Neuberger Berman Group
New York
$429K -$203K -4,798 -32%
SIA
288
Sit Investment Associates
Minnesota
$425K – – –
TC
289
TownSquare Capital
Utah
$423K +$134K +3,137 +46%
AWA
290
Arkadios Wealth Advisors
Georgia
$422K +$92.5K +2,165 +28%
ProShare Advisors
291
ProShare Advisors
Maryland
$411K -$40.4K -947 -9%
Mercer Global Advisors
292
Mercer Global Advisors
Colorado
$401K -$109K -2,544 -21%
KBC Group
293
KBC Group
Belgium
$393K +$5.98K +140 +2%
EWA
294
EP Wealth Advisors
California
$389K -$1.03K -24 -0.3%
IIM
295
INTECH Investment Management
Florida
$385K -$374K -8,755 -49%
ECM
296
Everence Capital Management
Indiana
$380K +$150K +3,520 +65%
IA
297
IFG Advisory
Georgia
$369K +$7.35K +172 +2%
KAS
298
Kestra Advisory Services
Texas
$361K +$153K +3,575 +73%
JFG
299
Jefferies Financial Group
New York
$353K +$353K +8,258 New
SCM
300
Shelton Capital Management
Colorado
$351K -$11.5K -270 -3%
10 11
12
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