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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
IRC
426
Investors Research Corp
Georgia
$8.66K
MCM
427
MAI Capital Management
Ohio
$8.29K -$2.89K -71 -26%
GC
428
Gould Capital
Washington
$8.13K
HWA
429
Heritage Wealth Advisors
Virginia
$8.13K
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$8.01K +$611 +15 +8%
PFBT
431
Parkside Financial Bank & Trust
Missouri
$7.77K +$611 +15 +9%
CFD
432
Creative Financial Designs
Indiana
$7.64K +$81 +2 +1%
RF
433
Roxbury Financial
New Jersey
$7.51K +$81 +2 +1%
AA
434
Addison Advisors
Vermont
$6.71K -$2.57K -63 -28%
RTL
435
Red Tortoise LLC
Georgia
$6.22K
BIA
436
Bell Investment Advisors
California
$6.02K -$856 -21 -12%
MAM
437
Meeder Asset Management
Ohio
$5.45K -$4.52K -111 -45%
HI
438
Harbour Investments
Wisconsin
$4.31K
MIM
439
MTM Investment Management
South Carolina
$4.23K
BFS
440
Bare Financial Services
Pennsylvania
$4.07K -$448 -11 -10%
CWIG
441
Chung Wu Investment Group
Texas
$4.07K
RIL
442
Rothschild Investment LLC
Illinois
$3.66K +$2.85K +70 +350%
AIC
443
Archer Investment Corporation
Indiana
$3.25K
S
444
Sachetta
Massachusetts
$3.17K +$2.28K +56 +255%
CPG
445
Cornerstone Planning Group
New Jersey
$2.96K +$122 +3 +4%
FHC
446
First Horizon Corporation
Tennessee
$2.89K +$2.89K +71 New
TFA
447
Transamerica Financial Advisors
Florida
$2.72K +$2.73K +67 New
MAFA
448
MJT & Associates Financial Advisory
Minnesota
$2.64K
PWA
449
Physician Wealth Advisors
Utah
$2.6K +$2.61K +64 New
HWM
450
HighMark Wealth Management
Minnesota
$2.6K

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.