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CubeSmart
CUBE

Overview Fund Activity

455 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, 153 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+15
Holders Change %
+3.41%
% of All Funds
6.1%
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
153
Closed
45
Calls
$4.86M
Puts
$1.5M
Net Calls
+$3.36M
Net Calls Change
-$1.11M

Top Buyers

1
BlackRock
BlackRock
New York
+$222M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$54.5M
3
WP
Woodline Partners
California
+$48.3M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$31.2M
5
ACM
AEW Capital Management
Massachusetts
+$28M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$67.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$56M
3
LPC
Long Pond Capital
New York
-$47.4M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$47M
5
SCM
Sterling Capital Management
North Carolina
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
376
Sunbelt Securities
Texas
$32.9K -$43 -1 -0.1%
SPIA
377
Steward Partners Investment Advisory
New York
$30.1K -$1.91K -45 -6%
TWD
378
True Wealth Design
Ohio
$29.5K +$22.3K +524 +308%
HNB
379
Huntington National Bank
Ohio
$29K -$13.1K -309 -31%
MA
380
Montag & Associates
Georgia
$28.2K +$8.12K +191 +40%
GRP
381
Global Retirement Partners
California
$28.1K +$28.1K +662 New
MPWT
382
MassMutual Private Wealth & Trust
Connecticut
$24.9K +$893 +21 +4%
WT
383
Whittier Trust
California
$24.6K +$7.69K +181 +46%
VSQM
384
V-Square Quantitative Management
Illinois
$22.8K +$22.8K +537 New
AssetMark Inc
385
AssetMark Inc
California
$22.1K -$158K -3,717 -88%
EWA
386
EverSource Wealth Advisors
Alabama
$19.3K +$16.2K +380 +521%
BONH
387
Bank of New Hampshire
New Hampshire
$17.6K – – –
NA
388
NewEdge Advisors
Louisiana
$17.3K +$213 +5 +1%
JGIA
389
Jackson Grant Investment Advisers
Connecticut
$17K – – –
RA
390
Rise Advisors
New York
$16.5K +$722 +17 +5%
SC
391
SouthState Corp
Florida
$15.9K +$1.36K +32 +9%
SWM
392
Spire Wealth Management
Virginia
$12.9K – – –
NSIM
393
North Star Investment Management
Illinois
$12.8K – – –
HT
394
Headlands Technologies
Illinois
$12.4K +$12.4K +292 New
QL
395
Quarry LP
New York
$11.9K -$127K -2,977 -91%
TPWA
396
Twin Peaks Wealth Advisors
California
$11.8K +$11.8K +304 New
MCM
397
MAI Capital Management
Ohio
$11.7K -$170 -4 -1%
AWM
398
Atticus Wealth Management
Florida
$10.9K +$10.9K +256 New
WTC
399
WhitTier Trust Company
Nevada
$10.8K – – –
MAM
400
Meeder Asset Management
Ohio
$10.4K +$5.65K +133 +119%
14 15
16
17 18