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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
ECM
501
Everence Capital Management
Indiana
-$289K -6,800 Closed
OL
502
Optas LLC
Texas
-$261K -6,142 Closed
GFWA
503
Grey Fox Wealth Advisors
Delaware
-$255K -5,989 Closed
Los Angeles Capital Management
504
Los Angeles Capital Management
California
-$238K -5,594 Closed
GCP
505
GSA Capital Partners
United Kingdom
-$232K -5,455 Closed
LMKC
506
L.M. Kohn & Company
Ohio
-$218K -5,134 Closed
CCP
507
Carmel Capital Partners
California
-$213K -5,010 Closed
KIM
508
Kestra Investment Management
Texas
-$177K -4,151 Closed
BIG
509
Brooklyn Investment Group
New York
-$135K -3,178 Closed
VSQM
510
V-Square Quantitative Management
Illinois
-$22.8K -537 Closed
TPWA
511
Twin Peaks Wealth Advisors
California
-$11.8K -304 Closed
HT
512
Headlands Technologies
Illinois
-$12.4K -292 Closed
AWM
513
Atticus Wealth Management
Florida
-$10.9K -256 Closed
BFP
514
Briaud Financial Planning
Texas
-$9K -227 Closed
VWWMG
515
Vermillion & White Wealth Management Group
Pennsylvania
-$5.99K -141 Closed
WSFS
516
Wilmington Savings Fund Society
Delaware
-$4.46K -105 Closed
ATC
517
Adirondack Trust Company
New York
-$3.19K -75 Closed
HWP
518
Highline Wealth Partners
California
-$2.13K -50 Closed
NC
519
NewSquare Capital
Pennsylvania
-$893 -21 Closed
WCM
520
WealthTrak Capital Management
Virginia
-$850 -20 Closed
BWL
521
Bogart Wealth LLC
Virginia
-$510 -12 Closed
CT
522
Clearstead Trust
Maine
-$468 -11 Closed
SC
523
Stephens Consulting
Michigan
-$255 -6 Closed
TIM
524
Tortoise Investment Management
New York
-$255 -6 Closed
CCM
525
Cloud Capital Management
Washington
+$163 +4 New

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.