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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
HWA
376
HHM Wealth Advisors
Tennessee
$41.9K
GWM
377
Geneos Wealth Management
Colorado
$38K +$10.1K +243 +37%
AAP
378
Arax Advisory Partners
Colorado
$34.6K +$1.08K +26 +3%
SS
379
Sunbelt Securities
Texas
$32.9K -$41 -1 -0.1%
SPIA
380
Steward Partners Investment Advisory
New York
$30.1K -$1.87K -45 -6%
TWD
381
True Wealth Design
Ohio
$29.5K +$21.7K +524 +308%
HNB
382
Huntington National Bank
Ohio
$29K -$12.8K -309 -31%
MA
383
Montag & Associates
Georgia
$28.2K +$7.92K +191 +40%
GRP
384
Global Retirement Partners
California
$28.1K +$27.4K +662 New
MPWT
385
MassMutual Private Wealth & Trust
Connecticut
$24.9K +$871 +21 +4%
WT
386
Whittier Trust
California
$24.6K +$7.5K +181 +46%
FAM
387
Fulcrum Asset Management
United Kingdom
$23.3K +$22.7K +548 New
VSQM
388
V-Square Quantitative Management
Illinois
$22.8K +$22.3K +537 New
AssetMark Inc
389
AssetMark Inc
California
$22.1K -$154K -3,717 -88%
EWA
390
EverSource Wealth Advisors
Alabama
$19.3K +$15.8K +380 +521%
BONH
391
Bank of New Hampshire
New Hampshire
$17.6K
NA
392
NewEdge Advisors
Louisiana
$17.3K +$207 +5 +1%
JGIA
393
Jackson Grant Investment Advisers
Connecticut
$17K
RA
394
Rise Advisors
New York
$16.5K +$705 +17 +5%
SC
395
SouthState Corp
Florida
$15.9K +$1.33K +32 +9%
SWM
396
Spire Wealth Management
Virginia
$12.9K
NSIM
397
North Star Investment Management
Illinois
$12.8K
HT
398
Headlands Technologies
Illinois
$12.4K +$12.1K +292 New
QL
399
Quarry LP
New York
$11.9K -$123K -2,977 -91%
TPWA
400
Twin Peaks Wealth Advisors
California
$11.8K +$12.6K +304 New

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.