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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
MIM
426
MTM Investment Management
South Carolina
$4.42K +$4.31K +104 New
CWIG
427
Chung Wu Investment Group
Texas
$4.25K +$4.15K +100 New
AIC
428
Archer Investment Corporation
Indiana
$3.4K
ATC
429
Adirondack Trust Company
New York
$3.19K
FHA
430
First Horizon Advisors
Tennessee
$3.02K +$539 +13 +22%
CPG
431
Cornerstone Planning Group
New Jersey
$2.89K +$41 +1 +1%
MAFA
432
MJT & Associates Financial Advisory
Minnesota
$2.76K
HWM
433
HighMark Wealth Management
Minnesota
$2.72K +$2.65K +64 New
SIS
434
Sound Income Strategies
Florida
$2.17K
HWP
435
Highline Wealth Partners
California
$2.13K
NRG
436
Nemes Rush Group
Michigan
$1.53K
NS
437
NBC Securities
Alabama
$1K -$2.61K -63 -61%
CAL
438
Capital Advisors Ltd
Ohio
$1K -$1.74K -42 -68%
AW
439
Avion Wealth
Texas
$1K +$1.04K +25 New
S
440
Sachetta
Massachusetts
$935 -$539 -13 -37%
FMP
441
Financial Management Professionals
Texas
$935
NC
442
NewSquare Capital
Pennsylvania
$893 +$290 +7 +50%
LI
443
LRI Investments
Florida
$850
RIL
444
Rothschild Investment LLC
Illinois
$850 +$415 +10 +100%
WCM
445
WealthTrak Capital Management
Virginia
$850 +$622 +15 +300%
CH
446
Cromwell Holdings
Wyoming
$765
BGAI
447
Bruce G. Allen Investments
Colorado
$680
AF
448
Advisornet Financial
Minnesota
$638 -$290 -7 -32%
HFS
449
Hughes Financial Services
Virginia
$514 +$41 +1 +8%
CFO
450
CVA Family Office
Colorado
$510 -$539 -13 -52%

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.