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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
KIM
351
Kestra Investment Management
Texas
$177K +$90.3K +2,178 +110%
VIA
352
Virtus Investment Advisers
Connecticut
$172K +$22.2K +535 +15%
GFM
353
GF Fund Management
China
$172K -$10.2K -245 -6%
Bessemer Group
354
Bessemer Group
New Jersey
$166K +$7.79K +188 +5%
CI Investments Inc
355
CI Investments Inc
Ontario, Canada
$149K -$40.4K -974 -22%
Fidelity International
356
Fidelity International
Bermuda
$139K -$474K -11,432 -78%
BIG
357
Brooklyn Investment Group
New York
$135K +$78.2K +1,887 +146%
CT
358
Colonial Trust
South Carolina
$113K -$106K -2,565 -49%
UB
359
UMB Bank
Missouri
$102K +$20.2K +486 +25%
EWP
360
Elevation Wealth Partners
California
$95.6K
GI
361
GAMMA Investing
California
$94.4K +$1.74K +42 +2%
FFA
362
Farther Finance Advisors
California
$81.4K +$4.89K +118 +7%
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$78.5K -$16.5K -399 -18%
ZP
364
Zimmer Partners
New York
$74.8K -$2.71M -65,439 -97%
S
365
SignatureFD
Georgia
$71.4K +$31.6K +761 +83%
IA
366
IFP Advisors
Florida
$70.8K +$55.9K +1,349 +737%
HFS
367
Hantz Financial Services
Michigan
$70K +$64.8K +1,563 +1,776%
AIM
368
Anchor Investment Management
South Carolina
$62.1K
C
369
Covestor
United Kingdom
$61K -$5.6K -135 -9%
LFG
370
Larson Financial Group
Missouri
$59.9K +$45.6K +1,100 +356%
Jones Financial Companies
371
Jones Financial Companies
Missouri
$51.2K +$21.2K +511 +73%
HCA
372
Harbor Capital Advisors
Illinois
$51K +$1.74K +42 +4%
PA
373
Parallel Advisors
California
$47.9K +$8.62K +208 +23%
CIBC Private Wealth Group
374
CIBC Private Wealth Group
Georgia
$47.4K -$13.6K -328 -23%
AF
375
Allworth Financial
California
$42.3K +$2.49K +60 +6%

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.