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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
BlackRock
1
BlackRock
New York
$1.48B -$21.6M -529,371 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.27B +$2.41M +59,148 +0.2%
State Street
3
State Street
Massachusetts
$469M -$2.83M -69,424 -0.6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$400M -$28.2M -692,375 -7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$366M +$85.5M +2,098,976 +30%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$259M -$66.1M -1,621,753 -20%
JP Morgan Chase
7
JP Morgan Chase
New York
$217M +$3.74M +91,694 +2%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$205M -$1.04M -25,448 -0.5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$190M +$5.43M +133,167 +3%
Alyeska Investment Group
10
Alyeska Investment Group
Illinois
$174M +$46.6M +1,143,464 +36%
CIMLRA
11
CBRE Investment Management Listed Real Assets
Pennsylvania
$137M +$37.3M +914,884 +37%
Northern Trust
12
Northern Trust
Illinois
$137M -$13M -318,356 -9%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$134M -$1.53M -37,610 -1%
Charles Schwab
14
Charles Schwab
California
$132M +$549K +13,469 +0.4%
Invesco
15
Invesco
Georgia
$124M -$7.87M -193,210 -6%
Deutsche Bank
16
Deutsche Bank
Germany
$96.6M -$13.5M -331,975 -12%
DPIM
17
Duff & Phelps Investment Management
Illinois
$95.1M +$4.91M +120,450 +5%
Morgan Stanley
18
Morgan Stanley
New York
$88M -$507K -12,447 -0.6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$86.9M -$3.52M -86,284 -4%
Diamond Hill Capital Management
20
Diamond Hill Capital Management
Ohio
$73.7M +$3.09M +75,855 +4%
Prudential Financial
21
Prudential Financial
New Jersey
$72.1M +$53.8M +1,319,579 +290%
UBS AM
22
UBS AM
Illinois
$66.1M -$25.5M -625,522 -28%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$63M -$3.1M -76,033 -5%
AllianceBernstein
24
AllianceBernstein
Tennessee
$61.8M +$2.34M +57,352 +4%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$56.6M +$349K +8,563 +0.6%

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.