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CubeSmart
CUBE

Overview Fund Activity

455 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, 153 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+15
Holders Change %
+3.41%
% of All Funds
6.1%
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
153
Closed
45
Calls
$4.86M
Puts
$1.5M
Net Calls
+$3.36M
Net Calls Change
-$1.11M

Top Buyers

1
BlackRock
BlackRock
New York
+$222M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$54.5M
3
WP
Woodline Partners
California
+$48.3M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$31.2M
5
ACM
AEW Capital Management
Massachusetts
+$28M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$67.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$56M
3
LPC
Long Pond Capital
New York
-$47.4M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$47M
5
SCM
Sterling Capital Management
North Carolina
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
301
Shelton Capital Management
Colorado
$341K -$8.8K -207 -3%
TPCW
302
TD Private Client Wealth
New York
$339K +$231K +5,435 +214%
Cerity Partners
303
Cerity Partners
New York
$338K +$110K +2,578 +48%
NFG
304
Nations Financial Group
Iowa
$325K +$3.78K +89 +1%
LOAMU
305
Lombard Odier Asset Management (USA)
New York
$320K +$320K +7,519 New
KAS
306
Kestra Advisory Services
Texas
$318K -$40.9K -963 -11%
Twin Tree Management
307
Twin Tree Management
Texas
$306K -$229K -5,384 -43%
CIBC Asset Management
308
CIBC Asset Management
Ontario, Canada
$303K – – –
XF
309
XML Financial
Maryland
$302K +$4K +94 +1%
VA
310
Vident Advisory
Georgia
$300K -$270K -6,355 -47%
FTWA
311
Fifth Third Wealth Advisors
Ohio
$295K -$4.34K -102 -1%
IC
312
IEQ Capital
California
$289K +$289K +6,807 New
ECM
313
Everence Capital Management
Indiana
$289K -$89.3K -2,100 -24%
IC
314
Inscription Capital
Texas
$288K +$288K +6,786 New
VCM
315
Versant Capital Management
Arizona
$275K -$9.05K -213 -3%
BAM
316
Belpointe Asset Management
Nevada
$272K +$17.5K +412 +7%
MA
317
Mutual Advisors
Nebraska
$271K – – –
AAM
318
Advisors Asset Management
Colorado
$264K -$10.6K -250 -4%
FRA
319
Frank Rimerman Advisors
California
$263K -$2.3K -54 -0.9%
IPW
320
Impact Partnership Wealth
Georgia
$263K +$263K +6,192 New
OL
321
Optas LLC
Texas
$261K +$261K +6,142 New
IA
322
Inspire Advisors
Idaho
$256K +$50.2K +1,180 +24%
KBC Group
323
KBC Group
Belgium
$255K -$137K -3,219 -35%
GFWA
324
Grey Fox Wealth Advisors
Delaware
$255K +$28.2K +664 +12%
PWAM
325
Papamarkou Wellner Asset Management
New York
$247K – – –
11 12
13
14 15