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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
IMRF
476
Illinois Municipal Retirement Fund
Illinois
-$889K -20,823 Closed
I
477
InceptionR
California
-$861K -20,414 Closed
USAA
478
United Services Automobile Association
Texas
-$628K -14,921 Closed
Marshall Wace
479
Marshall Wace
United Kingdom
-$615K -14,400 Closed
Mariner
480
Mariner
Kansas
-$580K -13,572 Closed
CM
481
Caption Management
Oklahoma
-$554K -12,977 Closed
Nomura Holdings
482
Nomura Holdings
Japan
-$502K -11,745 Closed
QCM
483
QRG Capital Management
Illinois
-$460K -10,761 Closed
PA
484
PharVision Advisers
Florida
-$437K -10,233 Closed
TC
485
TownSquare Capital
Utah
-$423K -9,914 Closed
IIM
486
INTECH Investment Management
Florida
-$385K -9,012 Closed
JFG
487
Jefferies Financial Group
New York
-$353K -8,258 Closed
D.E. Shaw & Co
488
D.E. Shaw & Co
New York
-$286K -6,704 Closed
CAU
489
Caxton Associates (UK)
-$270K -6,329 Closed
GM
490
GeoWealth Management
Illinois
-$146K -3,425 Closed
WT
491
Washington Trust
Rhode Island
-$107K -2,500 Closed
CAWM
492
Capital A Wealth Management
Pennsylvania
-$92.1K -2,157 Closed
WAG
493
Wiser Advisor Group
Arizona
-$28.5K -667 Closed
MG
494
Mather Group
Illinois
-$21.6K -505 Closed
SR
495
Syntax Research
Florida
-$17.8K -416 Closed
RTC
496
Riverview Trust Company
Washington
-$13.7K -320 Closed
QC
497
Quent Capital
New York
-$12.6K -296 Closed
Optiver Holding
498
Optiver Holding
Netherlands
-$6.54K -153 Closed
PA
499
PSI Advisors
Florida
-$3.63K -85 Closed
WFA
500
West Financial Advisors
Iowa
-$3.2K -75 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.