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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
FC
326
Farringdon Capital
United Kingdom
$282K -$176K -4,322 -38%
VA
327
Vident Advisory
Georgia
$276K -$11.5K -283 -4%
KBC Group
328
KBC Group
Belgium
$274K +$30.9K +758 +13%
EC
329
EntryPoint Capital
New York
$247K +$247K +6,068 New
FRA
330
Frank Rimerman Advisors
California
$244K -$7.74K -190 -3%
WVP
331
Worth Venture Partners
New Jersey
$244K +$16.3K +400 +7%
SAM
332
Shell Asset Management
Netherlands
$241K -$306K -7,501 -56%
SRL
333
Scientech Research LLC
New Jersey
$240K +$241K +5,914 New
BAM
334
Belpointe Asset Management
Nevada
$238K -$22K -541 -8%
PWAM
335
Papamarkou Wellner Asset Management
New York
$236K
PCMF
336
Private Capital Management (Florida)
Florida
$236K +$236K +5,800 New
IPW
337
Impact Partnership Wealth
Georgia
$235K -$17.2K -422 -7%
DTL
338
Dynamic Technology Lab
Singapore
$232K +$233K +5,707 New
AI
339
Atria Investments
North Carolina
$232K +$17.5K +429 +8%
CC
340
Centiva Capital
New York
$231K +$232K +5,691 New
BP
341
Ballentine Partners
Massachusetts
$231K +$4.56K +112 +2%
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$228K +$36.4K +894 +19%
KFS
343
Kaizen Financial Strategies
California
$227K +$51.7K +1,268 +26%
AFG
344
Atomi Financial Group
New York
$225K -$285 -7 -0.1%
C
345
Certuity
Florida
$220K +$221K +5,421 New
TC
346
TwinBeech Capital
New York
$220K +$221K +5,414 New
AHL
347
Abel Hall LLC
Louisiana
$219K +$220K +5,390 New
MYAM
348
Meiji Yasuda Asset Management
Japan
$215K -$6.84K -168 -3%
PA
349
Profund Advisors
Maryland
$212K +$10.3K +253 +5%
William Blair & Company
350
William Blair & Company
Illinois
$212K +$212K +5,203 New

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.