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CubeSmart

442 hedge funds and large institutions have $9.33B invested in CubeSmart in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 154 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $6.69M | Put options by funds: $2.23M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

17% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 154

1% less capital invested

Capital invested by funds: $9.42B → $9.33B (-$89.1M)

1.35% less ownership

Funds ownership: 97.25%95.9% (-1.4%)

4% less funds holding

Funds holding: 459442 (-17)

20% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 65

Holders
442
Holders Change
-17
Holders Change %
-3.7%
% of All Funds
5.93%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
52
Increased
180
Reduced
154
Closed
65
Calls
$6.69M
Puts
$2.23M
Net Calls
+$4.46M
Net Calls Change
+$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.36B +$101M +2,410,599 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.34B -$4.42M -105,869 -0.3%
State Street
3
State Street
Massachusetts
$495M +$5.28M +126,277 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$455M -$116M -2,775,986 -21%
Norges Bank
5
Norges Bank
Norway
$408M +$753K +18,026 +0.2%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$370M +$80.9M +1,937,055 +29%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$292M +$22.7M +543,158 +9%
JP Morgan Chase
8
JP Morgan Chase
New York
$238M +$52.7M +1,261,746 +29%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$213M +$3.03M +72,513 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$204M +$8.69M +208,053 +5%
Northern Trust
11
Northern Trust
Illinois
$167M +$6.77M +162,068 +4%
CIMLRA
12
CBRE Investment Management Listed Real Assets
Pennsylvania
$152M +$7.87M +188,355 +6%
Alyeska Investment Group
13
Alyeska Investment Group
Illinois
$151M +$40.5M +969,738 +38%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$141M -$1.16M -27,849 -0.8%
Invesco
15
Invesco
Georgia
$137M +$22.2M +530,787 +20%
Charles Schwab
16
Charles Schwab
California
$136M +$2.45M +58,564 +2%
Deutsche Bank
17
Deutsche Bank
Germany
$125M +$7.43M +177,801 +6%
CIM
18
Centersquare Investment Management
Pennsylvania
$104M +$22M +527,330 +28%
Millennium Management
19
Millennium Management
New York
$96.6M +$53.3M +1,276,340 +130%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$94.4M -$1.55M -37,160 -2%
DPIM
21
Duff & Phelps Investment Management
Illinois
$93.3M +$55.9K +1,339 +0.1%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$81.7M -$8.42M -201,408 -10%
Morgan Stanley
23
Morgan Stanley
New York
$80.3M -$37M -886,556 -32%
UBS AM
24
UBS AM
Illinois
$76.3M +$12M +287,792 +19%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$70M +$7.86M +188,051 +13%