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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
JWM
451
JPL Wealth Management
Colorado
$2.32K +$2.32K +57 New
SC
452
SouthState Corp
Florida
$1.99K -$13.2K -325 -87%
GEA
453
Glen Eagle Advisors
New Jersey
$1.87K +$1.87K +46 New
CCM
454
Copeland Capital Management
Pennsylvania
$1.5K -$4.44K -109 -75%
NRG
455
Nemes Rush Group
Michigan
$1.46K
NS
456
NBC Securities
Alabama
$1.42K -$204 -5 -13%
CAL
457
Capital Advisors Ltd
Ohio
$1K
AW
458
Avion Wealth
Texas
$1K +$41 +1 +4%
BTI
459
Blue Trust Inc
Georgia
$935 +$937 +23 New
HFS
460
Hughes Financial Services
Virginia
$916 +$489 +12 +92%
FMP
461
Financial Management Professionals
Texas
$895
PWA
462
Principia Wealth Advisory
Texas
$895 +$652 +16 +267%
LI
463
LRI Investments
Florida
$813
GA
464
Guerra Advisors
Florida
$813 +$815 +20 New
CH
465
Cromwell Holdings
Wyoming
$732
BGAI
466
Bruce G. Allen Investments
Colorado
$651
AF
467
Advisornet Financial
Minnesota
$569 -$41 -1 -7%
CFO
468
CVA Family Office
Colorado
$529 +$41 +1 +8%
ACA
469
American Capital Advisory
Idaho
$529 +$122 +3 +30%
FC
470
Financial Consulate
Maryland
$488 +$489 +12 New
SIS
471
Sound Income Strategies
Florida
$398 -$1.67K -41 -80%
OA
472
Operose Advisors
Wisconsin
$325 +$326 +8 New
EP
473
Essential Partners
California
$285 +$285 +7 New
QWM
474
Quaker Wealth Management
New Jersey
$244
DF
475
DecisionPoint Financial
Arizona
$162

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.