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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
QL
401
Quarry LP
New York
$23.2K +$11.9K +292 +105%
FAM
402
Fulcrum Asset Management
United Kingdom
$22.3K
CI
403
CX Institutional
Indiana
$21K -$4.6M -112,851 -100%
MG
404
Mather Group
Illinois
$19.4K +$19.4K +476 New
SS
405
Sunbelt Securities
Texas
$19K -$12.3K -301 -39%
EWA
406
EverSource Wealth Advisors
Alabama
$18.3K -$81 -2 -0.4%
QC
407
Quent Capital
New York
$18.2K +$18.2K +447 New
BONH
408
Bank of New Hampshire
New Hampshire
$16.9K
NA
409
NewEdge Advisors
Louisiana
$16.7K +$204 +5 +1%
MPWT
410
MassMutual Private Wealth & Trust
Connecticut
$16.6K -$7.21K -177 -30%
JGIA
411
Jackson Grant Investment Advisers
Connecticut
$16.3K
RA
412
Rise Advisors
New York
$15.5K -$326 -8 -2%
CIAM
413
Caitong International Asset Management
Hong Kong
$15.1K +$7.66K +188 +103%
HWA
414
HHM Wealth Advisors
Tennessee
$14.6K -$25.5K -627 -64%
WBC
415
West Branch Capital
Massachusetts
$13.5K +$13.6K +333 New
PCM
416
Peregrine Capital Management
Minnesota
$12.6K +$12.6K +310 New
SWM
417
Spire Wealth Management
Virginia
$12.5K +$163 +4 +1%
GWM
418
Geneos Wealth Management
Colorado
$12.2K -$24.2K -593 -66%
NSIM
419
North Star Investment Management
Illinois
$12.2K
DWM
420
Dogwood Wealth Management
Kansas
$11.9K +$5.22K +128 +78%
AUB
421
Atlantic Union Bankshares
Virginia
$10.8K +$10.8K +266 New
SAM
422
Smartleaf Asset Management
Massachusetts
$10.6K +$2.77K +68 +35%
WTC
423
WhitTier Trust Company
Nevada
$10.2K -$163 -4 -2%
WT
424
Whittier Trust
California
$9.61K -$13.9K -342 -59%
CTC
425
Central Trust Company
Missouri
$8.95K

CUBE Hedge Fund Activity: Q3 2025 in Review

477 of the 7,619 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.