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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 %
PTC
401
Private Trust Company
Ohio
$9.69K -$5.7K -134 -37%
AA
402
Addison Advisors
Vermont
$9.69K +$9.69K +228 New
CTC
403
Central Trust Company
Missouri
$9.35K – – –
IRC
404
Investors Research Corp
Georgia
$9.05K – – –
BFP
405
Briaud Financial Planning
Texas
$9K +$9K +227 New
HWA
406
Heritage Wealth Advisors
Virginia
$8.5K – – –
GC
407
Gould Capital
Washington
$8.5K – – –
SAM
408
Smartleaf Asset Management
Massachusetts
$8.14K -$1.4K -33 -15%
CFD
409
Creative Financial Designs
Indiana
$7.92K +$255 +6 +3%
CIAM
410
Caitong International Asset Management
Hong Kong
$7.78K +$7.78K +183 New
RF
411
Roxbury Financial
New Jersey
$7.77K +$85 +2 +1%
FMII
412
Farmers & Merchants Investments Inc
Nebraska
$7.74K +$850 +20 +12%
PFBT
413
Parkside Financial Bank & Trust
Missouri
$7.48K -$340 -8 -4%
BIA
414
Bell Investment Advisors
California
$7.18K +$553 +13 +8%
DWM
415
Dogwood Wealth Management
Kansas
$7.03K +$7.03K +165 New
RTL
416
Red Tortoise LLC
Georgia
$6.5K – – –
CCM
417
Copeland Capital Management
Pennsylvania
$6.18K -$45.1K -1,058 -88%
VWWMG
418
Vermillion & White Wealth Management Group
Pennsylvania
$5.99K – – –
BFS
419
Bare Financial Services
Pennsylvania
$4.72K +$3.4K +80 +258%
HI
420
Harbour Investments
Wisconsin
$4.51K -$1.06K -25 -19%
WSFS
421
Wilmington Savings Fund Society
Delaware
$4.46K -$3.15K -74 -41%
MIM
422
MTM Investment Management
South Carolina
$4.42K +$4.42K +104 New
CWIG
423
Chung Wu Investment Group
Texas
$4.25K +$4.25K +100 New
AIC
424
Archer Investment Corporation
Indiana
$3.4K – – –
ATC
425
Adirondack Trust Company
New York
$3.19K – – –
15 16
17
18 19