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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
PNC Financial Services Group
276
PNC Financial Services Group
Pennsylvania
$530K +$58.3K +1,405 +13%
PA
277
Pinnacle Associates
New York
$530K +$124 +3 +0%
BC
278
Bridgefront Capital
Texas
$519K +$179K +4,318 +55%
CFG
279
Cooper Financial Group
California
$516K -$48.2K -1,162 -9%
PCM
280
Penserra Capital Management
California
$497K -$22.6K -546 -4%
WB
281
WesBanco Bank
West Virginia
$485K
FC
282
Farringdon Capital
United Kingdom
$478K +$467K +11,256 New
AWA
283
Arkadios Wealth Advisors
Georgia
$472K +$50.5K +1,217 +12%
US Bancorp
284
US Bancorp
Minnesota
$469K +$1.08K +26 +0.2%
Wealth Enhancement Advisory Services
285
Wealth Enhancement Advisory Services
Minnesota
$464K -$103K -2,485 -19%
NB
286
Norinchukin Bank
Japan
$462K +$17.5K +423 +4%
NIM
287
NEOS Investment Management
Connecticut
$454K +$245K +5,917 +121%
MFG
288
Merit Financial Group
Georgia
$449K +$438K +10,574 New
PCM
289
Polymer Capital Management
New York
$447K -$18.1K -436 -4%
MSRPS
290
Maryland State Retirement & Pension System
Maryland
$444K
TWPM
291
Total Wealth Planning & Management
Florida
$444K -$7.42K -179 -2%
DW30
292
Drucker Wealth 3.0
New Jersey
$437K +$426K +10,285 New
ProShare Advisors
293
ProShare Advisors
Maryland
$430K +$19.7K +474 +5%
SIA
294
Sit Investment Associates
Minnesota
$423K
AC
295
Allstate Corporation
Illinois
$415K -$127K -3,072 -24%
Mercer Global Advisors
296
Mercer Global Advisors
Colorado
$403K +$3.81K +92 +1%
IA
297
IFG Advisory
Georgia
$402K +$33.9K +817 +9%
LAM
298
LECAP Asset Management
United Kingdom
$386K +$376K +9,080 New
EWA
299
EP Wealth Advisors
California
$378K -$8.75K -211 -2%
AACA
300
American Assets Capital Advisers
California
$363K -$2.15M -51,782 -86%

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.