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CubeSmart

463 hedge funds and large institutions have $7.85B invested in CubeSmart in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 159 increasing their positions, 180 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

559% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $1.98M

3.12% more ownership

Funds ownership: 92.53%95.65% (+3.1%)

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

3% less funds holding

Funds holding: 477463 (-14)

8% less capital invested

Capital invested by funds: $8.58B → $7.85B (-$723M)

12% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 180

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
463
Holders Change
-14
Holders Change %
-2.94%
% of All Funds
5.63%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
68
Increased
159
Reduced
180
Closed
72
Calls
$13.1M
Puts
$1.98M
Net Calls
+$11.1M
Net Calls Change
+$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.21B -$109M -2,872,055 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.13B -$400K -10,530 -0%
State Street
3
State Street
Massachusetts
$408M -$8.2M -215,701 -2%
Norges Bank
4
Norges Bank
Norway
$396M +$417M +10,983,859 New
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$308M -$17M -447,312 -5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$290M -$67.7M -1,782,265 -18%
Citadel Advisors
7
Citadel Advisors
Florida
$188M +$152M +3,993,172 +328%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$170M +$1.98M +52,207 +1%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$157M -$76.8M -2,021,589 -32%
JP Morgan Chase
10
JP Morgan Chase
New York
$135M -$60.4M -1,590,096 -30%
Alyeska Investment Group
11
Alyeska Investment Group
Illinois
$132M -$23.3M -612,215 -14%
CIMLRA
12
CBRE Investment Management Listed Real Assets
Pennsylvania
$125M +$3.99M +105,105 +3%
Charles Schwab
13
Charles Schwab
California
$123M +$6.52M +171,539 +5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$119M +$828K +21,793 +0.7%
Invesco
15
Invesco
Georgia
$119M +$9.54M +251,022 +8%
Northern Trust
16
Northern Trust
Illinois
$118M -$3.31M -87,148 -3%
Millennium Management
17
Millennium Management
New York
$98.8M +$69.6M +1,830,993 +202%
DPIM
18
Duff & Phelps Investment Management
Illinois
$98M +$14.4M +379,657 +16%
Prudential Financial
19
Prudential Financial
New Jersey
$97.1M +$34.2M +898,974 +51%
AllianceBernstein
20
AllianceBernstein
Tennessee
$77.9M +$24.4M +641,262 +42%
Morgan Stanley
21
Morgan Stanley
New York
$74.7M -$3.48M -91,494 -4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$70.7M -$6.63M -174,380 -8%
Diamond Hill Capital Management
23
Diamond Hill Capital Management
Ohio
$70M +$4.92M +129,332 +7%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$62.3M +$27.8M +731,883 +74%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$57.1M +$37.8M +994,400 +169%