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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
MC
351
Machina Capital
France
$210K +$210K +5,158 New
IA
352
Inspire Advisors
Idaho
$206K -$39.5K -969 -16%
MCM
353
Monument Capital Management
Virginia
$205K +$205K +5,040 New
PSF
354
Pacific Sun Financial
California
$204K +$12.6K +310 +7%
Nomura Holdings
355
Nomura Holdings
Japan
$203K +$204K +4,995 New
Mirae Asset Global Investments
356
Mirae Asset Global Investments
South Korea
$203K +$10.2K +251 +5%
RG
357
Renaissance Group
Kentucky
$203K +$3.14K +77 +2%
GHA
358
GW Henssler & Associates
Georgia
$202K +$203K +4,980 New
GT
359
Greenleaf Trust
Michigan
$201K +$202K +4,955 New
VIA
360
Virtus Investment Advisers
Connecticut
$175K +$10.6K +260 +6%
AFWM
361
Abich Financial Wealth Management
Virginia
$172K +$172K +4,220 New
HFS
362
Hantz Financial Services
Michigan
$164K +$97.3K +2,389 +145%
AAM
363
Advisors Asset Management
Colorado
$160K -$92.7K -2,275 -37%
GFM
364
GF Fund Management
China
$155K -$9.17K -225 -6%
Bessemer Group
365
Bessemer Group
New Jersey
$153K -$5.95K -146 -4%
Fidelity International
366
Fidelity International
Bermuda
$147K +$14.6K +359 +11%
GI
367
GAMMA Investing
California
$111K +$20.3K +497 +22%
CT
368
Colonial Trust
South Carolina
$108K
ERSOT
369
Employees Retirement System of Texas
Texas
$94K -$5.53M -135,734 -98%
CIBC Private Wealth Group
370
CIBC Private Wealth Group
Georgia
$93.4K +$48.1K +1,181 +106%
CI Investments Inc
371
CI Investments Inc
Ontario, Canada
$93K -$49.5K -1,216 -35%
EWP
372
Elevation Wealth Partners
California
$92.1K +$652 +16 +0.7%
FFA
373
Farther Finance Advisors
California
$85.7K +$7.86K +193 +10%
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$80.7K +$5.62K +138 +7%
S
375
SignatureFD
Georgia
$79.8K +$11.5K +283 +17%

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.