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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
Barrow, Hanley, Mewhinney & Strauss
76
Barrow, Hanley, Mewhinney & Strauss
Texas
$13.2M -$219K -5,384 -2%
LP
77
LMR Partners
United Kingdom
$13.1M +$13.1M +322,165 New
NWM
78
Nicola Wealth Management
British Columbia, Canada
$12.6M -$460K -11,300 -4%
PHAM
79
Pacific Heights Asset Management
California
$12.2M +$12.2M +300,000 New
BIC
80
B&I Capital
Switzerland
$11.2M +$104K +2,550 +0.9%
GIM
81
Glenmede Investment Management
Pennsylvania
$10.9M -$12.3K -301 -0.1%
CSS
82
Cubist Systematic Strategies
Connecticut
$10.6M +$10.6M +259,784 New
TD Asset Management
83
TD Asset Management
Ontario, Canada
$10.5M -$1.83M -44,925 -15%
CVA
84
Ceredex Value Advisors
Florida
$10.3M +$2.24M +54,900 +28%
Franklin Resources
85
Franklin Resources
California
$10.1M -$314K -7,710 -3%
Universal-Beteiligungs- und Servicegesellschaft
86
Universal-Beteiligungs- und Servicegesellschaft
Germany
$9.84M -$1.42M -34,740 -13%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$9.59M -$41.8K -1,026 -0.4%
Robeco Institutional Asset Management
88
Robeco Institutional Asset Management
Netherlands
$9.45M +$326K +8,000 +4%
Macquarie Group
89
Macquarie Group
Australia
$9.26M -$87.7K -2,152 -0.9%
WCP
90
Waterfront Capital Partners
New York
$9.08M -$5.9M -144,917 -39%
Wells Fargo
91
Wells Fargo
California
$9.03M +$946K +23,224 +12%
CG
92
Carlyle Group
District of Columbia
$8.97M
MIM
93
MetLife Investment Management
New Jersey
$8.9M -$275K -6,753 -3%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.54M +$245K +6,011 +3%
California State Teachers Retirement System (CalSTRS)
95
California State Teachers Retirement System (CalSTRS)
California
$8.47M +$407 +10 +0%
GIA
96
Gateway Investment Advisers
Ohio
$8.19M -$1.1M -26,916 -12%
Tudor Investment Corp
97
Tudor Investment Corp
Connecticut
$8.17M +$8.19M +200,953 New
Squarepoint
98
Squarepoint
New York
$8.09M +$488K +11,971 +6%
Victory Capital Management
99
Victory Capital Management
Texas
$7.71M -$2.76M -67,779 -26%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$7.7M -$78.2K -1,918 -1%

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.