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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 %
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$6.92K +$2.86K +67 +71%
BIA
402
Bell Investment Advisors
California
$6.66K – – –
RTL
403
Red Tortoise LLC
Georgia
$6.54K – – –
Optiver Holding
404
Optiver Holding
Netherlands
$6.54K +$6.54K +153 New
VWWMG
405
Vermillion & White Wealth Management Group
Pennsylvania
$6.02K +$6.02K +141 New
HI
406
Harbour Investments
Wisconsin
$5.6K +$1.07K +25 +24%
MAM
407
Meeder Asset Management
Ohio
$4.78K -$1.67K -39 -26%
HFS
408
Hantz Financial Services
Michigan
$4K +$4K +88 New
NS
409
NBC Securities
Alabama
$4K +$4K +103 New
PA
410
PSI Advisors
Florida
$3.63K – – –
AIC
411
Archer Investment Corporation
Indiana
$3.42K – – –
WFA
412
West Financial Advisors
Iowa
$3.2K +$3.2K +75 New
ATC
413
Adirondack Trust Company
New York
$3.2K -$1.75K -41 -35%
EWA
414
EverSource Wealth Advisors
Alabama
$3.12K -$1.79K -42 -37%
CAL
415
Capital Advisors Ltd
Ohio
$3K -$532 -11 -15%
CPG
416
Cornerstone Planning Group
New Jersey
$2.85K +$2.85K +72 New
MAFA
417
MJT & Associates Financial Advisory
Minnesota
$2.78K +$2.78K +65 New
FHA
418
First Horizon Advisors
Tennessee
$2.48K +$1.5K +35 +152%
SIS
419
Sound Income Strategies
Florida
$2.18K – – –
HWP
420
Highline Wealth Partners
California
$2.14K +$2.14K +50 New
HNW
421
High Note Wealth
Minnesota
$2.09K -$2.31K -54 -52%
PWA
422
Physician Wealth Advisors
Utah
$2.05K -$85 -2 -4%
FGAM
423
Financial Gravity Asset Management
Texas
$1.79K +$1.79K +42 New
NRG
424
Nemes Rush Group
Michigan
$1.54K – – –
S
425
Sachetta
Massachusetts
$1.5K – – –
15 16
17
18 19