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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
URS
201
Utah Retirement Systems
Utah
$1.57M
II
202
IFM Investors
Australia
$1.56M -$357K -8,601 -19%
NRD
203
Nebula Research & Development
New York
$1.55M +$1.51M +36,498 New
VU
204
Vanderbilt University
Tennessee
$1.55M +$853K +20,580 +130%
ETC
205
Exchange Traded Concepts
Oklahoma
$1.51M +$573K +13,822 +64%
Jacobs Levy Equity Management
206
Jacobs Levy Equity Management
New Jersey
$1.5M
Creative Planning
207
Creative Planning
Kansas
$1.5M +$594K +14,323 +69%
NAM
208
NTV Asset Management
West Virginia
$1.5M +$8.83K +213 +0.6%
YIH
209
Y-Intercept (HK)
Hong Kong
$1.47M -$33.3K -804 -2%
BIM
210
Bridges Investment Management
Nebraska
$1.47M +$191K +4,604 +15%
NAM
211
Nissay Asset Management
Japan
$1.46M +$63.6K +1,535 +5%
Pictet Asset Management
212
Pictet Asset Management
Switzerland
$1.45M -$677K -16,328 -32%
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.44M +$632K +15,242 +82%
A
214
AlphaQuest
New York
$1.4M -$64.5K -1,555 -4%
AI
215
Atom Investors
Texas
$1.4M +$1.37M +33,049 New
Wellington Management Group
216
Wellington Management Group
Massachusetts
$1.4M +$137K +3,307 +11%
ET
217
Entropy Technologies
New York
$1.39M +$541K +13,052 +66%
MWM
218
Moran Wealth Management
Florida
$1.34M +$11.2K +270 +0.9%
HWAM
219
Hennion & Walsh Asset Management
New Jersey
$1.33M -$27.4K -661 -2%
PS
220
Principal Securities
Iowa
$1.28M +$114K +2,751 +10%
RDWM
221
Red Door Wealth Management
Tennessee
$1.27M
CA
222
CoreCap Advisors
Michigan
$1.25M +$54.1K +1,306 +5%
VOYA Investment Management
223
VOYA Investment Management
Georgia
$1.22M -$153K -3,687 -11%
NGA
224
Naples Global Advisors
Florida
$1.21M +$105K +2,535 +10%
ELI
225
Empire Life Investments
Ontario, Canada
$1.17M -$21K -506 -2%

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.