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CubeSmart

483 hedge funds and large institutions have $7.72B invested in CubeSmart in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 199 increasing their positions, 139 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $9.42M | Put options by funds: $2.83M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

61% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 49

43% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 139

4% more funds holding

Funds holding: 463483 (+20)

2% less capital invested

Capital invested by funds: $7.85B → $7.72B (-$131M)

2.71% less ownership

Funds ownership: 95.65%92.94% (-2.7%)

Holders
483
Holders Change
+20
Holders Change %
+4.32%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
79
Increased
199
Reduced
139
Closed
49
Calls
$9.42M
Puts
$2.83M
Net Calls
+$6.59M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.22B -$15.4M -402,300 -1%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$712M +$745M +19,433,213 New
State Street
3
State Street
Massachusetts
$410M -$4.91M -128,071 -1%
VCM
4
Vanguard Capital Management
Pennsylvania
$375M +$393M +10,244,838 New
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$278M -$36.5M -951,499 -11%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$271M -$24.6M -642,269 -8%
Canada Pension Plan Investment Board
7
Canada Pension Plan Investment Board
Ontario, Canada
$266M +$218M +5,682,320 +359%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$174M +$1.54M +40,227 +0.9%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$149M -$10.9M -282,893 -7%
JP Morgan Chase
10
JP Morgan Chase
New York
$136M +$1.9M +49,546 +1%
Charles Schwab
11
Charles Schwab
California
$132M +$6.74M +175,791 +5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$123M +$1.85M +48,268 +1%
Northern Trust
13
Northern Trust
Illinois
$122M +$2.24M +58,483 +2%
Millennium Management
14
Millennium Management
New York
$117M +$17.4M +453,461 +17%
Invesco
15
Invesco
Georgia
$115M -$6.17M -160,950 -5%
CIMLRA
16
CBRE Investment Management Listed Real Assets
Pennsylvania
$113M -$14.4M -375,433 -11%
DPIM
17
Duff & Phelps Investment Management
Illinois
$100M +$691K +18,025 +0.7%
Alyeska Investment Group
18
Alyeska Investment Group
Illinois
$89.6M -$47M -1,226,268 -33%
AllianceBernstein
19
AllianceBernstein
Tennessee
$88.6M +$11.4M +297,909 +14%
ACM
20
AEW Capital Management
Massachusetts
$77.8M +$80.7M +2,103,145 +11,319%
AQR Capital Management
21
AQR Capital Management
Connecticut
$77.1M +$59.2M +1,544,221 +257%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$70.2M -$1.73M -45,197 -2%
Two Sigma Investments
23
Two Sigma Investments
New York
$69.7M +$61M +1,588,937 +506%
Diamond Hill Capital Management
24
Diamond Hill Capital Management
Ohio
$69.3M -$2M -52,163 -3%
N
25
Nuveen
North Carolina
$67.9M +$24.9M +648,381 +54%