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CubeSmart
CUBE

Overview Fund Activity

452 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, 183 increasing their positions, 152 reducing their positions, and 44 closing their positions.

Holders
452
Holders Change
+12
Holders Change %
+2.73%
% of All Funds
6.07%
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
183
Reduced
152
Closed
44
Calls
$3.31M
Puts
$1.5M
Net Calls
+$1.81M
Net Calls Change
-$2.66M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$458M
2
BlackRock
2
BlackRock
New York
$1.57B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$58.8M
4
WP
4
Woodline Partners
California
$48.3M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$31.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
LPC
3
Long Pond Capital
New York
$0
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$104M
5
SCM
5
Sterling Capital Management
North Carolina
$40.2M
Name Market Value Shares Shares
Change 		Shares
Change %
IRC
401
Investors Research Corp
Georgia
$9.05K 213 – –
BFP
402
Briaud Financial Planning
Texas
$9K 227 +227 New
HWA
403
Heritage Wealth Advisors
Virginia
$8.5K 200 – –
GC
404
Gould Capital
Washington
$8.5K 200 – –
SAM
405
Smartleaf Asset Management
Massachusetts
$8.14K 192 -33 -15%
CFD
406
Creative Financial Designs
Indiana
$7.92K 186 +6 +3%
CIAM
407
Caitong International Asset Management
Hong Kong
$7.78K 183 +183 New
RF
408
Roxbury Financial
New Jersey
$7.77K 183 +2 +1%
FMII
409
Farmers & Merchants Investments Inc
Nebraska
$7.74K 182 +20 +12%
PFBT
410
Parkside Financial Bank & Trust
Missouri
$7.48K 176 -8 -4%
BIA
411
Bell Investment Advisors
California
$7.18K 169 +13 +8%
DWM
412
Dogwood Wealth Management
Kansas
$7.03K 165 +165 New
RTL
413
Red Tortoise LLC
Georgia
$6.5K 153 – –
CCM
414
Copeland Capital Management
Pennsylvania
$6.18K 145 -1,058 -88%
VWWMG
415
Vermillion & White Wealth Management Group
Pennsylvania
$5.99K 141 – –
BFS
416
Bare Financial Services
Pennsylvania
$4.72K 111 +80 +258%
HI
417
Harbour Investments
Wisconsin
$4.51K 106 -25 -19%
WSFS
418
Wilmington Savings Fund Society
Delaware
$4.46K 105 -74 -41%
MIM
419
MTM Investment Management
South Carolina
$4.42K 104 +104 New
CWIG
420
Chung Wu Investment Group
Texas
$4.25K 100 +100 New
AIC
421
Archer Investment Corporation
Indiana
$3.4K 80 – –
ATC
422
Adirondack Trust Company
New York
$3.19K 75 – –
FHA
423
First Horizon Advisors
Tennessee
$3.02K 71 +13 +22%
CPG
424
Cornerstone Planning Group
New Jersey
$2.89K 73 +1 +1%
MAFA
425
MJT & Associates Financial Advisory
Minnesota
$2.76K 65 – –
15 16
17
18 19