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CubeSmart

477 hedge funds and large institutions have $8.58B invested in CubeSmart in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 177 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $1.34M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

46% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 48

4% more funds holding

Funds holding: 459477 (+18)

3% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 172

5.05% less ownership

Funds ownership: 97.58%92.53% (-5.1%)

9% less capital invested

Capital invested by funds: $9.45B → $8.58B (-$876M)

Holders
477
Holders Change
+18
Holders Change %
+3.92%
% of All Funds
6.26%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
70
Increased
177
Reduced
172
Closed
48
Calls
$10.3M
Puts
$1.34M
Net Calls
+$8.95M
Net Calls Change
+$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
IFG Advisory
Georgia
$399K +$15K +368 +4%
AC
302
Allstate Corporation
Illinois
$397K
ProShare Advisors
303
ProShare Advisors
Maryland
$394K -$16.7K -409 -4%
WQ
304
Wealth Quarterback
New Jersey
$373K +$374K +9,168 New
BCM
305
Bayesian Capital Management
New York
$362K +$363K +8,900 New
PAM
306
Panagora Asset Management
Massachusetts
$359K -$1.25M -30,690 -78%
AACA
307
American Assets Capital Advisers
California
$347K
ECM
308
Evergreen Capital Management
Washington
$345K +$151K +3,716 +78%
TPCW
309
TD Private Client Wealth
New York
$339K +$14.6K +358 +4%
Cerity Partners
310
Cerity Partners
New York
$335K +$12.1K +297 +4%
SC
311
SummitTX Capital
Texas
$335K +$336K +8,234 New
KIA
312
Knollwood Investment Advisory
Maryland
$334K
SCM
313
Shelton Capital Management
Colorado
$326K
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$320K +$128K +3,135 +66%
1C
315
111 Capital
France
$318K +$319K +7,824 New
MA
316
Mutual Advisors
Nebraska
$315K +$39.6K +973 +15%
TSS
317
Two Sigma Securities
New York
$312K +$312K +7,665 New
KCP
318
Kera Capital Partners
California
$299K +$72K +1,768 +32%
JF
319
Jump Financial
Illinois
$297K -$217K -5,328 -42%
XF
320
XML Financial
Maryland
$293K +$3.54K +87 +1%
CIBC Asset Management
321
CIBC Asset Management
Ontario, Canada
$290K
KAS
322
Kestra Advisory Services
Texas
$285K -$18.8K -462 -6%
PMAM
323
Picton Mahoney Asset Management
Ontario, Canada
$285K +$286K +7,020 New
GCM
324
Greenland Capital Management
New York
$285K -$3.07M -75,423 -92%
FTWA
325
Fifth Third Wealth Advisors
Ohio
$283K

CUBE Hedge Fund Activity: Q3 2025 in Review

477 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q3 2025, worth a combined $8.58B — down 9.3% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CUBE positions and 48 closed out — a net gain of 22 holders — while 177 added to existing stakes and 172 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $85.5M. The largest seller was Centersquare Investment Management, cutting an estimated $109M.

  • 477 institutional investors held CubeSmart (CUBE) as of Q3 2025, up from 459 in Q2 2025.
  • Funds reported $8.58B of CubeSmart stock for Q3 2025, down 9.3% quarter-over-quarter.
  • 70 funds opened new CubeSmart positions in Q3 2025 and 48 closed out, a net change of +22 holders.
  • The largest CubeSmart buyer in Q3 2025 was T. Rowe Price Associates, an estimated $85.5M added.
  • The largest CubeSmart seller in Q3 2025 was Centersquare Investment Management, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2025.