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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
BWL
451
Bogart Wealth LLC
Virginia
$510 +$498 +12 New
CT
452
Clearstead Trust
Maine
$468 -$7.17K -173 -94%
ACA
453
American Capital Advisory
Idaho
$425 +$415 +10 New
PWA
454
Principia Wealth Advisory
Texas
$255 -$456 -11 -65%
QWM
455
Quaker Wealth Management
New Jersey
$255 +$249 +6 New
SC
456
Stephens Consulting
Michigan
$255 +$249 +6 New
TIM
457
Tortoise Investment Management
New York
$255 +$249 +6 New
DF
458
DecisionPoint Financial
Arizona
$171 +$166 +4 New
MCM
459
MV Capital Management
Maryland
$85 +$83 +2 New
Citadel Advisors
460
Citadel Advisors
Florida
-$65.3M -1,574,797 Closed
Balyasny Asset Management
461
Balyasny Asset Management
Illinois
-$56M -1,310,493 Closed
LPC
462
Long Pond Capital
New York
-$47.4M -1,108,821 Closed
Capital Research Global Investors
463
Capital Research Global Investors
California
-$25.9M -607,296 Closed
ECM
464
ExodusPoint Capital Management
New York
-$20.1M -470,241 Closed
Qube Research & Technologies (QRT)
465
Qube Research & Technologies (QRT)
United Kingdom
-$18.3M -427,718 Closed
Tudor Investment Corp
466
Tudor Investment Corp
Connecticut
-$17.5M -408,739 Closed
Schroder Investment Management Group
467
Schroder Investment Management Group
United Kingdom
-$14.3M -340,918 Closed
CF
468
Corebridge Financial
Texas
-$10.7M -249,779 Closed
PI
469
PineBridge Investments
New York
-$7.29M -170,639 Closed
AAMU
470
APG Asset Management US
New York
-$2.9M -69,044 Closed
WAM
471
Wolverine Asset Management
Illinois
-$2.58M -60,375 Closed
AFG
472
Albion Financial Group
Utah
-$2.43M -56,911 Closed
GCM
473
Graham Capital Management
Connecticut
-$2.05M -47,888 Closed
BF
474
BOK Financial
Oklahoma
-$1.57M -36,772 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
475
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.15M -27,000 Closed

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.