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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 %
ACM
376
AEW Capital Management
Massachusetts
$17.1K – – –
JGIA
377
Jackson Grant Investment Advisers
Connecticut
$17.1K – – –
WT
378
Whittier Trust
California
$17K -$6.92K -162 -29%
RA
379
Rise Advisors
New York
$15.9K -$9.43K -221 -37%
PTC
380
Private Trust Company
Ohio
$15.5K – – –
SC
381
SouthState Corp
Florida
$14.6K +$1.79K +42 +14%
RTC
382
Riverview Trust Company
Washington
$13.7K – – –
LFG
383
Larson Financial Group
Missouri
$13.2K +$3.03K +71 +30%
SWM
384
Spire Wealth Management
Virginia
$13K -$256 -6 -2%
NSIM
385
North Star Investment Management
Illinois
$12.8K – – –
QC
386
Quent Capital
New York
$12.6K +$5.13K +120 +68%
MCM
387
MAI Capital Management
Ohio
$11.9K -$2.01K -47 -14%
WTC
388
WhitTier Trust Company
Nevada
$10.9K – – –
SAM
389
Smartleaf Asset Management
Massachusetts
$9.46K -$1.85K -44 -16%
CTC
390
Central Trust Company
Missouri
$9.4K – – –
IRC
391
Investors Research Corp
Georgia
$9.1K +$9.1K +213 New
HWA
392
Heritage Wealth Advisors
Virginia
$8.54K – – –
GC
393
Gould Capital
Washington
$8.54K – – –
PFBT
394
Parkside Financial Bank & Trust
Missouri
$7.86K -$43 -1 -0.5%
CT
395
Clearstead Trust
Maine
$7.86K +$7.86K +184 New
IA
396
IFP Advisors
Florida
$7.81K +$2.18K +51 +39%
CFD
397
Creative Financial Designs
Indiana
$7.67K +$2.47K +58 +48%
WSFS
398
Wilmington Savings Fund Society
Delaware
$7.65K -$85 -2 -1%
RF
399
Roxbury Financial
New Jersey
$7.46K +$124 +3 +2%
TWD
400
True Wealth Design
Ohio
$7.26K +$7.26K +170 New
14 15
16
17 18