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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
KBC Group
326
KBC Group
Belgium
$255K -$133K -3,219 -35%
GFWA
327
Grey Fox Wealth Advisors
Delaware
$255K +$27.5K +664 +12%
SLAM
328
Swiss Life Asset Management
$250K +$244K +5,893 New
PWAM
329
Papamarkou Wellner Asset Management
New York
$247K
BA
330
Bridgewater Associates
Connecticut
$240K +$234K +5,654 New
WVP
331
Worth Venture Partners
New Jersey
$238K +$232K +5,600 New
Los Angeles Capital Management
332
Los Angeles Capital Management
California
$238K -$424K -10,218 -65%
KCP
333
Kera Capital Partners
California
$237K -$30.2K -728 -12%
BP
334
Ballentine Partners
Massachusetts
$237K +$231K +5,572 New
AFG
335
Atomi Financial Group
New York
$236K +$230K +5,548 New
MYAM
336
Meiji Yasuda Asset Management
Japan
$232K +$4.19K +101 +2%
GCP
337
GSA Capital Partners
United Kingdom
$232K +$9.41K +227 +4%
AI
338
Atria Investments
North Carolina
$224K -$58.8K -1,418 -21%
CPIG
339
Chicago Partners Investment Group
Illinois
$224K +$223K +5,383 New
LMKC
340
L.M. Kohn & Company
Ohio
$218K +$213K +5,134 New
CCP
341
Carmel Capital Partners
California
$213K -$214K -5,158 -51%
PA
342
Profund Advisors
Maryland
$211K -$11.4K -274 -5%
RG
343
Renaissance Group
Kentucky
$209K -$5.39K -130 -3%
KFS
344
Kaizen Financial Strategies
California
$207K +$7.26K +175 +4%
ECM
345
Evergreen Capital Management
Washington
$202K -$24.5K -592 -11%
Mirae Asset Global Investments
346
Mirae Asset Global Investments
South Korea
$202K -$56.7K -1,367 -22%
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$201K +$115K +2,768 +142%
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$201K +$14.1K +340 +8%
PSF
349
Pacific Sun Financial
California
$200K +$195K +4,712 New
TRCT
350
Tower Research Capital (TRC)
New York
$193K -$256K -6,181 -58%

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.