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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
SC
301
Syon Capital
California
$352K +$98.5K +2,375 +40%
KIA
302
Knollwood Investment Advisory
Maryland
$349K
SCM
303
Shelton Capital Management
Colorado
$341K -$8.58K -207 -3%
TPCW
304
TD Private Client Wealth
New York
$339K +$225K +5,435 +214%
Cerity Partners
305
Cerity Partners
New York
$338K +$107K +2,578 +48%
NFG
306
Nations Financial Group
Iowa
$325K +$3.69K +89 +1%
LOAMU
307
Lombard Odier Asset Management (USA)
New York
$320K +$312K +7,519 New
KAS
308
Kestra Advisory Services
Texas
$318K -$39.9K -963 -11%
SA
309
Sanctuary Advisors
Indiana
$309K -$69.8K -1,684 -19%
Twin Tree Management
310
Twin Tree Management
Texas
$306K -$223K -5,384 -43%
CIBC Asset Management
311
CIBC Asset Management
Ontario, Canada
$303K
XF
312
XML Financial
Maryland
$302K +$3.9K +94 +1%
VA
313
Vident Advisory
Georgia
$300K -$263K -6,355 -47%
FTWA
314
Fifth Third Wealth Advisors
Ohio
$295K -$4.23K -102 -1%
IC
315
IEQ Capital
California
$289K +$282K +6,807 New
ECM
316
Everence Capital Management
Indiana
$289K -$87.1K -2,100 -24%
IC
317
Inscription Capital
Texas
$288K +$281K +6,786 New
VCM
318
Versant Capital Management
Arizona
$275K -$8.83K -213 -3%
BAM
319
Belpointe Asset Management
Nevada
$272K +$17.1K +412 +7%
MA
320
Mutual Advisors
Nebraska
$271K
AAM
321
Advisors Asset Management
Colorado
$264K -$10.4K -250 -4%
FRA
322
Frank Rimerman Advisors
California
$263K -$2.24K -54 -0.9%
IPW
323
Impact Partnership Wealth
Georgia
$263K +$257K +6,192 New
OL
324
Optas LLC
Texas
$261K +$255K +6,142 New
IA
325
Inspire Advisors
Idaho
$256K +$48.9K +1,180 +24%

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.