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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
Rockefeller Capital Management
376
Rockefeller Capital Management
New York
$77.6K +$77.8K +1,909 New
UB
377
UMB Bank
Missouri
$77.5K -$20.3K -498 -21%
Jones Financial Companies
378
Jones Financial Companies
Missouri
$72.9K +$24.2K +593 +49%
ASN
379
Advisory Services Network
Georgia
$72.4K +$72.6K +1,781 New
Group One Trading
380
Group One Trading
Illinois
$71.2K +$71.3K +1,750 New
SR
381
Syntax Research
Florida
$71.2K +$71.3K +1,750 New
C
382
Covestor
United Kingdom
$63K +$4.52K +111 +8%
AIM
383
Anchor Investment Management
South Carolina
$59.4K
LFG
384
Larson Financial Group
Missouri
$57.2K -$41 -1 -0.1%
PA
385
Parallel Advisors
California
$51.3K +$5.42K +133 +12%
AT
386
Avalon Trust
New Mexico
$50.8K +$50.9K +1,250 New
HCA
387
Harbor Capital Advisors
Illinois
$49K
VCM
388
Versant Capital Management
Arizona
$47.7K -$216K -5,296 -82%
AF
389
Allworth Financial
California
$43.1K +$2.65K +65 +7%
SIC
390
SJS Investment Consulting
Ohio
$42.2K +$42.3K +1,039 New
HNB
391
Huntington National Bank
Ohio
$39.7K +$12K +295 +43%
WANY
392
Wealthspire Advisors (New York)
New York
$34K +$34.1K +836 New
TWD
393
True Wealth Design
Ohio
$32.7K +$4.52K +111 +16%
PTC
394
Private Trust Company
Ohio
$28.7K +$19.5K +478 +210%
AssetMark Inc
395
AssetMark Inc
California
$28.3K +$7.17K +176 +34%
WAG
396
Wiser Advisor Group
Arizona
$27.8K +$27.9K +684 New
MA
397
Montag & Associates
Georgia
$27K
IA
398
IFP Advisors
Florida
$26.3K -$36K -884 -58%
GRP
399
Global Retirement Partners
California
$25.3K -$1.63K -40 -6%
SPIA
400
Steward Partners Investment Advisory
New York
$24.4K -$4.44K -109 -15%

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.