CUBE icon

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 %
GCP
326
GSA Capital Partners
United Kingdom
$223K +$223K +5,228 New
CT
327
Colonial Trust
South Carolina
$223K +$120K +2,800 +116%
RG
328
Renaissance Group
Kentucky
$215K -$9.87K -231 -4%
IA
329
Inspire Advisors
Idaho
$207K +$207K +4,852 New
NIM
330
NEOS Investment Management
Connecticut
$206K +$206K +4,886 New
KFS
331
Kaizen Financial Strategies
California
$200K -$3.89K -91 -2%
CI Investments Inc
332
CI Investments Inc
Ontario, Canada
$191K +$3.71K +87 +2%
Northwestern Mutual Wealth Management
333
Northwestern Mutual Wealth Management
Wisconsin
$187K +$62.6K +1,465 +50%
GFM
334
GF Fund Management
China
$183K +$8.16K +191 +5%
AssetMark Inc
335
AssetMark Inc
California
$181K +$25.2K +589 +16%
Bessemer Group
336
Bessemer Group
New Jersey
$158K +$10.8K +255 +7%
VIA
337
Virtus Investment Advisers
Connecticut
$150K +$150K +3,514 New
GM
338
GeoWealth Management
Illinois
$146K +$15K +351 +11%
QL
339
Quarry LP
New York
$139K -$82.9K -1,940 -37%
Mitsubishi UFJ Trust & Banking
340
Mitsubishi UFJ Trust & Banking
Japan
$136K -$7.17M -167,910 -98%
QCG
341
Quadrant Capital Group
Ohio
$116K +$13.3K +311 +13%
TPCW
342
TD Private Client Wealth
New York
$109K +$24.5K +573 +29%
WT
343
Washington Trust
Rhode Island
$107K – – –
EWP
344
Elevation Wealth Partners
California
$96.1K – – –
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$95.9K +$2.26K +53 +2%
GI
346
GAMMA Investing
California
$93.1K +$10.9K +256 +13%
CAWM
347
Capital A Wealth Management
Pennsylvania
$92.1K – – –
KIM
348
Kestra Investment Management
Texas
$84.3K +$84.3K +1,973 New
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$83K +$15.8K +371 +23%
UB
350
UMB Bank
Missouri
$81.9K +$41.6K +975 +104%
12 13
14
15 16