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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
+$103M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$82.7M
3
Millennium Management
Millennium Management
New York
+$54.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$53.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$47.7M

Top Sellers

1
RC
Resolution Capital
Australia
-$129M
2
Capital World Investors
Capital World Investors
California
-$126M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$119M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$96.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
301
Knollwood Investment Advisory
Maryland
$351K – – –
EGM
302
Engineers Gate Manager
New York
$350K -$2.06M -48,155 -85%
BC
303
Bridgefront Capital
Texas
$337K -$344K -8,061 -51%
NFG
304
Nations Financial Group
Iowa
$322K +$30K +702 +10%
CIBC Asset Management
305
CIBC Asset Management
Ontario, Canada
$305K +$6.36K +149 +2%
FTWA
306
Fifth Third Wealth Advisors
Ohio
$301K -$47.7K -1,117 -14%
XF
307
XML Financial
Maryland
$300K -$4.87K -114 -2%
D.E. Shaw & Co
308
D.E. Shaw & Co
New York
$286K -$91.3K -2,137 -24%
AI
309
Atria Investments
North Carolina
$286K -$108K -2,521 -27%
VCM
310
Versant Capital Management
Arizona
$285K +$256K +6,003 +883%
AAM
311
Advisors Asset Management
Colorado
$276K -$11.9K -278 -4%
CAPTRUST Financial Advisors
312
CAPTRUST Financial Advisors
North Carolina
$273K +$39.9K +934 +17%
CAU
313
Caxton Associates (UK)
$270K +$270K +6,329 New
KCP
314
Kera Capital Partners
California
$269K +$269K +6,302 New
FRA
315
Frank Rimerman Advisors
California
$267K -$76.3K -1,787 -22%
MA
316
Mutual Advisors
Nebraska
$260K -$4.22K -106 -2%
Mirae Asset Global Investments
317
Mirae Asset Global Investments
South Korea
$257K -$7.36K -175 -3%
BAM
318
Belpointe Asset Management
Nevada
$256K -$12K -280 -4%
SC
319
Syon Capital
California
$252K +$252K +5,906 New
PWAM
320
Papamarkou Wellner Asset Management
New York
$248K – – –
Cerity Partners
321
Cerity Partners
New York
$230K +$13.5K +316 +6%
MYAM
322
Meiji Yasuda Asset Management
Japan
$229K -$7.47K -175 -3%
ECM
323
Evergreen Capital Management
Washington
$229K +$229K +5,355 New
GFWA
324
Grey Fox Wealth Advisors
Delaware
$227K +$227K +5,325 New
PA
325
Profund Advisors
Maryland
$224K -$7.18K -168 -3%
11 12
13
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