CUBE icon

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 %
HWM
426
HighMark Wealth Management
Minnesota
$2.72K 64 +64 New
SIS
427
Sound Income Strategies
Florida
$2.17K 51 – –
HWP
428
Highline Wealth Partners
California
$2.13K 50 – –
NRG
429
Nemes Rush Group
Michigan
$1.53K 36 – –
NS
430
NBC Securities
Alabama
$1K 40 -63 -61%
CAL
431
Capital Advisors Ltd
Ohio
$1K 20 -42 -68%
AW
432
Avion Wealth
Texas
$1K 25 +25 New
S
433
Sachetta
Massachusetts
$935 22 -13 -37%
FMP
434
Financial Management Professionals
Texas
$935 22 – –
NC
435
NewSquare Capital
Pennsylvania
$893 21 +7 +50%
LI
436
LRI Investments
Florida
$850 20 – –
RIL
437
Rothschild Investment LLC
Illinois
$850 20 +10 +100%
WCM
438
WealthTrak Capital Management
Virginia
$850 20 +15 +300%
CH
439
Cromwell Holdings
Wyoming
$765 18 – –
BGAI
440
Bruce G. Allen Investments
Colorado
$680 16 – –
AF
441
Advisornet Financial
Minnesota
$638 15 -7 -32%
HFS
442
Hughes Financial Services
Virginia
$514 13 +1 +8%
CFO
443
CVA Family Office
Colorado
$510 12 -13 -52%
BWL
444
Bogart Wealth LLC
Virginia
$510 12 +12 New
CT
445
Clearstead Trust
Maine
$468 11 -173 -94%
ACA
446
American Capital Advisory
Idaho
$425 10 +10 New
PWA
447
Principia Wealth Advisory
Texas
$255 6 -11 -65%
QWM
448
Quaker Wealth Management
New Jersey
$255 6 +6 New
TIM
449
Tortoise Investment Management
New York
$255 6 +6 New
SC
450
Stephens Consulting
Michigan
$255 6 +6 New
16 17
18
19 20