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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 %
FFA
351
Farther Finance Advisors
California
$75.5K +$61.7K +1,468 +446%
C
352
Covestor
United Kingdom
$67K +$12.4K +292 +23%
AIM
353
Anchor Investment Management
South Carolina
$62.4K – – –
BIG
354
Brooklyn Investment Group
New York
$55.1K -$513 -12 -0.9%
CIBC Private Wealth Group
355
CIBC Private Wealth Group
Georgia
$51.8K +$11.4K +318 +28%
CCM
356
Copeland Capital Management
Pennsylvania
$51.4K -$23.9M -558,738 -100%
HCA
357
Harbor Capital Advisors
Illinois
$50K -$1.39M -32,326 -97%
HNB
358
Huntington National Bank
Ohio
$42.3K -$9.47K -222 -18%
HWA
359
HHM Wealth Advisors
Tennessee
$42.2K -$2.05K -48 -5%
PA
360
Parallel Advisors
California
$39.3K +$11.4K +266 +41%
S
361
SignatureFD
Georgia
$39.3K +$1.5K +35 +4%
LC
362
Lindbrook Capital
California
$39K +$22.2K +520 +132%
AF
363
Allworth Financial
California
$37.4K +$20K +501 +115%
AAP
364
Arax Advisory Partners
Colorado
$33.6K +$2.09K +49 +7%
SS
365
Sunbelt Securities
Texas
$32.8K +$43 +1 +0.1%
SPIA
366
Steward Partners Investment Advisory
New York
$32.2K +$811 +19 +3%
Jones Financial Companies
367
Jones Financial Companies
Missouri
$29.3K +$757 +18 +3%
WAG
368
Wiser Advisor Group
Arizona
$28.5K +$342 +8 +1%
GWM
369
Geneos Wealth Management
Colorado
$27.8K +$13.3K +312 +92%
MPWT
370
MassMutual Private Wealth & Trust
Connecticut
$24.1K +$15.2K +356 +170%
MG
371
Mather Group
Illinois
$21.6K -$256 -6 -1%
MA
372
Montag & Associates
Georgia
$20.2K – – –
SR
373
Syntax Research
Florida
$17.8K -$427K -9,996 -96%
BONH
374
Bank of New Hampshire
New Hampshire
$17.7K – – –
NA
375
NewEdge Advisors
Louisiana
$17.1K +$214 +5 +1%
13 14
15
16 17