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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 %
BFS
426
Bare Financial Services
Pennsylvania
$1.32K +$1.32K +31 New
CA
427
Continuum Advisory
Idaho
$1.28K +$171 +4 +15%
CFO
428
CVA Family Office
Colorado
$1.07K +$1.07K +25 New
BTI
429
Blue Trust Inc
Georgia
$982 +$982 +23 New
FMP
430
Financial Management Professionals
Texas
$940 – – –
AF
431
Advisornet Financial
Minnesota
$940 +$812 +19 +633%
LI
432
LRI Investments
Florida
$854 – – –
CH
433
Cromwell Holdings
Wyoming
$769 +$769 +18 New
BGAI
434
Bruce G. Allen Investments
Colorado
$683 – – –
PWA
435
Principia Wealth Advisory
Texas
$648 +$457 +12 +240%
DF
436
Dunhill Financial
United Kingdom
$616 – – –
NC
437
NewSquare Capital
Pennsylvania
$598 +$171 +4 +40%
HFS
438
Hughes Financial Services
Virginia
$504 +$504 +12 New
RIL
439
Rothschild Investment LLC
Illinois
$427 +$427 +10 New
WCM
440
WealthTrak Capital Management
Virginia
$214 – – –
Norges Bank
441
Norges Bank
Norway
– -$408M -9,523,077 Closed
RC
442
Resolution Capital
Australia
– -$129M -3,008,124 Closed
Capital World Investors
443
Capital World Investors
California
– -$126M -2,944,248 Closed
TCM
444
TimesSquare Capital Management
New York
– -$42.4M -989,855 Closed
Axa
445
Axa
France
– -$6.45M -150,633 Closed
TC
446
TwinBeech Capital
New York
– -$3.55M -82,894 Closed
DCM
447
Decatur Capital Management
Georgia
– -$3.39M -78,998 Closed
EP
448
Edgestream Partners
New Jersey
– -$3.23M -75,329 Closed
LSPW
449
Lake Street Private Wealth
Illinois
– -$2.2M -51,342 Closed
SSA
450
Schonfeld Strategic Advisors
New York
– -$2M -46,690 Closed
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