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CubeSmart
CUBE

Overview Fund Activity

452 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, 183 increasing their positions, 152 reducing their positions, and 44 closing their positions.

Holders
452
Holders Change
+12
Holders Change %
+2.73%
% of All Funds
6.07%
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
183
Reduced
152
Closed
44
Calls
$3.31M
Puts
$1.5M
Net Calls
+$1.81M
Net Calls Change
-$2.66M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$458M
2
BlackRock
2
BlackRock
New York
$1.57B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$58.8M
4
WP
4
Woodline Partners
California
$48.3M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$31.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
LPC
3
Long Pond Capital
New York
$0
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$104M
5
SCM
5
Sterling Capital Management
North Carolina
$40.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
301
Cerity Partners
New York
$338K 7,953 +2,578 +48%
NFG
302
Nations Financial Group
Iowa
$325K 7,639 +89 +1%
LOAMU
303
Lombard Odier Asset Management (USA)
New York
$320K 7,519 +7,519 New
KAS
304
Kestra Advisory Services
Texas
$318K 7,483 -963 -11%
Twin Tree Management
305
Twin Tree Management
Texas
$306K 7,199 -5,384 -43%
CIBC Asset Management
306
CIBC Asset Management
Ontario, Canada
$303K 7,133 – –
XF
307
XML Financial
Maryland
$302K 7,108 +94 +1%
VA
308
Vident Advisory
Georgia
$300K 7,069 -6,355 -47%
FTWA
309
Fifth Third Wealth Advisors
Ohio
$295K 6,948 -102 -1%
IC
310
IEQ Capital
California
$289K 6,807 +6,807 New
ECM
311
Everence Capital Management
Indiana
$289K 6,800 -2,100 -24%
IC
312
Inscription Capital
Texas
$288K 6,786 +6,786 New
VCM
313
Versant Capital Management
Arizona
$275K 6,470 -213 -3%
BAM
314
Belpointe Asset Management
Nevada
$272K 6,403 +412 +7%
MA
315
Mutual Advisors
Nebraska
$271K 6,534 – –
AAM
316
Advisors Asset Management
Colorado
$264K 6,205 -250 -4%
FRA
317
Frank Rimerman Advisors
California
$263K 6,197 -54 -0.9%
IPW
318
Impact Partnership Wealth
Georgia
$263K 6,192 +6,192 New
OL
319
Optas LLC
Texas
$261K 6,142 +6,142 New
IA
320
Inspire Advisors
Idaho
$256K 6,032 +1,180 +24%
KBC Group
321
KBC Group
Belgium
$255K 5,989 -3,219 -35%
GFWA
322
Grey Fox Wealth Advisors
Delaware
$255K 5,989 +664 +12%
PWAM
323
Papamarkou Wellner Asset Management
New York
$247K 5,800 – –
BA
324
Bridgewater Associates
Connecticut
$240K 5,654 +5,654 New
WVP
325
Worth Venture Partners
New Jersey
$238K 5,600 +5,600 New
11 12
13
14 15