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CubeSmart

459 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, 156 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $4.86M | Put options by funds: $1.5M

48% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 46

18% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 156

4% more funds holding

Funds holding: 442459 (+17)

1.69% more ownership

Funds ownership: 95.9%97.58% (+1.7%)

1% more capital invested

Capital invested by funds: $9.33B → $9.45B (+$124M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
459
Holders Change
+17
Holders Change %
+3.85%
% of All Funds
6.04%
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
156
Closed
46
Calls
$4.86M
Puts
$1.5M
Net Calls
+$3.36M
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
401
MAI Capital Management
Ohio
$11.7K -$166 -4 -1%
AWM
402
Atticus Wealth Management
Florida
$10.9K +$10.6K +256 New
WTC
403
WhitTier Trust Company
Nevada
$10.8K
MAM
404
Meeder Asset Management
Ohio
$10.4K +$5.51K +133 +119%
PTC
405
Private Trust Company
Ohio
$9.69K -$5.56K -134 -37%
AA
406
Addison Advisors
Vermont
$9.69K +$9.45K +228 New
CTC
407
Central Trust Company
Missouri
$9.35K
IRC
408
Investors Research Corp
Georgia
$9.05K
BFP
409
Briaud Financial Planning
Texas
$9K +$9.41K +227 New
GC
410
Gould Capital
Washington
$8.5K
HWA
411
Heritage Wealth Advisors
Virginia
$8.5K
SAM
412
Smartleaf Asset Management
Massachusetts
$8.13K -$1.37K -33 -15%
CFD
413
Creative Financial Designs
Indiana
$7.92K +$249 +6 +3%
CIAM
414
Caitong International Asset Management
Hong Kong
$7.78K +$7.59K +183 New
RF
415
Roxbury Financial
New Jersey
$7.77K +$83 +2 +1%
FMII
416
Farmers & Merchants Investments Inc
Nebraska
$7.74K +$829 +20 +12%
PFBT
417
Parkside Financial Bank & Trust
Missouri
$7.48K -$332 -8 -4%
BIA
418
Bell Investment Advisors
California
$7.18K +$539 +13 +8%
DWM
419
Dogwood Wealth Management
Kansas
$7.03K +$6.84K +165 New
RTL
420
Red Tortoise LLC
Georgia
$6.5K
CCM
421
Copeland Capital Management
Pennsylvania
$6.18K -$43.9K -1,058 -88%
VWWMG
422
Vermillion & White Wealth Management Group
Pennsylvania
$5.99K
BFS
423
Bare Financial Services
Pennsylvania
$4.72K +$3.32K +80 +258%
HI
424
Harbour Investments
Wisconsin
$4.5K -$1.04K -25 -19%
WSFS
425
Wilmington Savings Fund Society
Delaware
$4.46K -$3.07K -74 -41%

CUBE Hedge Fund Activity: Q2 2025 in Review

459 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q2 2025, worth a combined $9.45B — up 1.3% from $9.33B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new CUBE positions and 46 closed out — a net gain of 22 holders — while 184 added to existing stakes and 156 trimmed.

The largest buyer was BlackRock, adding an estimated $217M. The largest seller was Citadel Advisors, exiting entirely with an estimated $65.3M sold.

  • 459 institutional investors held CubeSmart (CUBE) as of Q2 2025, up from 442 in Q1 2025.
  • Funds reported $9.45B of CubeSmart stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 68 funds opened new CubeSmart positions in Q2 2025 and 46 closed out, a net change of +22 holders.
  • The largest CubeSmart buyer in Q2 2025 was BlackRock, an estimated $217M added.
  • The largest CubeSmart seller in Q2 2025 was Citadel Advisors, an estimated $65.3M sold.

Based on aggregated 13F filings for Q2 2025.