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CubeSmart

455 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, 153 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+15
Holders Change %
+3.41%
% of All Funds
6.1%
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
153
Closed
45
Calls
$4.86M
Puts
$1.5M
Net Calls
+$3.36M
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$1.57B +$222M +5,230,556 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.33B -$7.44M -175,037 -0.6%
State Street
3
State Street
Massachusetts
$493M +$368K +8,658 +0.1%
Norges Bank
4
Norges Bank
Norway
$458M +$458M +10,776,666 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$447M -$6M -141,283 -1%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$339M -$28.7M -676,082 -8%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$293M +$2.4M +56,514 +0.8%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$223M -$13.3M -312,031 -6%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$217M +$1.16M +27,278 +0.5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$193M -$10.5M -247,971 -5%
Northern Trust
11
Northern Trust
Illinois
$156M -$10.3M -241,799 -6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$141M +$575K +13,521 +0.4%
Invesco
13
Invesco
Georgia
$138M +$1.1M +25,994 +0.8%
Charles Schwab
14
Charles Schwab
California
$137M +$1.88M +44,288 +1%
Alyeska Investment Group
15
Alyeska Investment Group
Illinois
$133M -$17.2M -403,891 -11%
Deutsche Bank
16
Deutsche Bank
Germany
$115M -$8.87M -208,805 -7%
CIM
17
Centersquare Investment Management
Pennsylvania
$114M +$10.3M +242,000 +10%
CIMLRA
18
CBRE Investment Management Listed Real Assets
Pennsylvania
$104M -$47M -1,106,642 -31%
UBS AM
19
UBS AM
Illinois
$95.7M +$19.8M +466,379 +26%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$94.4M +$532K +12,513 +0.6%
DPIM
21
Duff & Phelps Investment Management
Illinois
$94.3M +$1.52M +35,760 +2%
Morgan Stanley
22
Morgan Stanley
New York
$92.5M +$12.6M +296,572 +16%
Millennium Management
23
Millennium Management
New York
$85.7M -$10.4M -244,335 -11%
Diamond Hill Capital Management
24
Diamond Hill Capital Management
Ohio
$73.9M -$7.45M -175,263 -9%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$69M -$633K -14,884 -0.9%