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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
BlackRock
1
BlackRock
New York
$1.57B +$217M +5,230,556 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.33B -$7.26M -175,037 -0.6%
State Street
3
State Street
Massachusetts
$493M +$359K +8,658 +0.1%
Norges Bank
4
Norges Bank
Norway
$458M +$51.2M +1,235,563 +13%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$447M -$5.86M -141,283 -1%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$339M -$28M -676,082 -8%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$293M +$2.34M +56,514 +0.8%
JP Morgan Chase
8
JP Morgan Chase
New York
$223M -$12.9M -312,031 -6%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$217M +$1.13M +27,278 +0.5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$193M -$10.3M -247,971 -5%
Northern Trust
11
Northern Trust
Illinois
$156M -$10M -241,799 -6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$141M +$561K +13,521 +0.4%
Invesco
13
Invesco
Georgia
$138M +$1.08M +25,994 +0.8%
Charles Schwab
14
Charles Schwab
California
$137M +$1.84M +44,288 +1%
Alyeska Investment Group
15
Alyeska Investment Group
Illinois
$133M -$16.7M -403,891 -11%
Deutsche Bank
16
Deutsche Bank
Germany
$115M -$8.66M -208,805 -7%
CIM
17
Centersquare Investment Management
Pennsylvania
$114M +$10M +242,000 +10%
CIMLRA
18
CBRE Investment Management Listed Real Assets
Pennsylvania
$104M -$45.9M -1,106,642 -31%
UBS AM
19
UBS AM
Illinois
$95.7M +$19.3M +466,379 +26%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$94.4M +$519K +12,513 +0.6%
DPIM
21
Duff & Phelps Investment Management
Illinois
$94.3M +$1.48M +35,760 +2%
Morgan Stanley
22
Morgan Stanley
New York
$92.5M +$12.3M +296,572 +16%
Millennium Management
23
Millennium Management
New York
$85.7M -$10.1M -244,335 -11%
Diamond Hill Capital Management
24
Diamond Hill Capital Management
Ohio
$73.9M -$7.27M -175,263 -9%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$69M -$617K -14,884 -0.9%

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.