CubeSmart

CUBE • NYSE

CubeSmart is a reit - industrial company in the real estate sector on NYSE, led by Christopher Marr, with a market cap of $8.9B. As of Q3 2025, 92% of shares are held by 467 institutional investors, with BlackRock, Inc. as the largest holder at 16.0%.

CEOChristopher Marr

Market Cap$8.9B

REIT - Industrial

Real Estate

Employees3.0K

Websitecubesmart.com

Country

United States of America

Overview

Overview of institutional ownership in CUBE as of Q3 2025 with a market cap of $9.3B

All Institutions

Institutions: 467
Value Held: $8.6B
Shares Held: 210.8M
Avg Position: $18.3M
Median Position: $931.1K

Hedge Funds

Hedge Funds: 55
Value Held: $566.9M
Shares Held: 13.9M
Avg Position: $10.3M
Median Position: $1.5M

Ownership Breakdown

Institutional (non-HF)

86.28%

$8.0B

Hedge Funds

6.11%

$566.9M

Retail & Other

7.61%

$705.2M

Based on market cap of $9.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CUBE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BlackRock, Inc. Institution	Laurence D. Fink CEO	$1.5B 0.03% of portfolio	16.00% 36.5M shares	≤ Q2 2013 Held for 12y 6m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.3B 0.02% of portfolio	13.72% 31.3M shares	≤ Q2 2013 Held for 12y 6m+	$6.69T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$469.2M 0.02% of portfolio	5.06% 11.5M shares	≤ Q2 2013 Held for 12y 6m+	$2.88T
FMR LLC Institution	-	$399.6M 0.02% of portfolio	4.31% 9.8M shares	≤ Q2 2013 Held for 12y 6m+	$1.92T
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$365.6M 0.04% of portfolio	3.94% 9.0M shares	≤ Q2 2013 Held for 12y 6m+	$912.31B
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$258.9M 0.16% of portfolio	2.79% 6.4M shares	Q3 2022 Held for 3y 3m	$161.58B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$217.2M 0.01% of portfolio	2.34% 5.3M shares	≤ Q2 2013 Held for 12y 6m+	$1.56T
Allspring Global Investments Holdings, LLC Long Only Manager	Francis Jon Baranko President	$205.1M 0.33% of portfolio	2.22% 5.1M shares	Q4 2021 Held for 4 years	$61.5B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$189.6M 0.01% of portfolio	2.04% 4.7M shares	≤ Q2 2013 Held for 12y 6m+	$1.57T
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	Anand Christopher Parekh CEO	$174.2M 0.53% of portfolio	1.88% 4.3M shares	Q4 2023 Held for 2 years	$33.0B

Net Capital Flow

Institutional buying and selling activity for CUBE in Q3 2025

Traded: +$109.8M
Buyers: 246
Sellers: 211
Total Bought: +$593.9M
Total Sold: −$484.1M
Avg Position: $16.7M

Biggest Buyers

Institution	Net Bought	Current Position
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$85.3M +2.1M shares	$365.6M 9.0M shares
PRUDENTIAL FINANCIAL INC Institution	+$53.7M +1.3M shares	$72.1M 1.8M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$49.4M +1.2M shares	$49.4M 1.2M shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	+$46.5M +1.1M shares	$174.2M 4.3M shares
CBRE CLARION SECURITIES LLC Real Assets	+$37.2M +914.9K shares	$136.8M 3.4M shares
SCHRODER INVESTMENT MANAGEMENT GROUP RIA/Wealth	+$23.5M +579.2K shares	$23.5M 579.2K shares
A ADAGE CAPITAL PARTNERS GP LLC Institution	+$17.5M +430.0K shares	$20.3M 500.0K shares
S Sumitomo Mitsui Trust Holdings, Inc. Institution	+$13.6M +335.7K shares	$44.7M 1.1M shares
L LMR Partners LLP Institution	+$13.1M +322.2K shares	$13.1M 322.2K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	+$13.1M +321.2K shares	$20.2M 497.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$65.9M −1.6M shares	$258.9M 6.4M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$45.1M −1.1M shares	$36.9M 908.6K shares
FIRST TRUST ADVISORS LP ETF Provider	−$35.6M −874.4K shares	$4.4M 109.4K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	−$31.2M −733.0K shares	Sold Off 0 shares
FMR LLC Institution	−$28.2M −692.4K shares	$399.6M 9.8M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$25.4M −625.5K shares	$66.1M 1.6M shares
BlackRock, Inc. Institution	−$21.5M −529.4K shares	$1.5B 36.5M shares
AEW CAPITAL MANAGEMENT L P Real Assets	−$21.0M −516.9K shares	$5.8M 141.9K shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	−$13.5M −332.0K shares	$96.6M 2.4M shares
NORTHERN TRUST CORP Institution	−$12.9M −318.4K shares	$136.6M 3.4M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CUBE in Q3 2025

New Positions: 29
New Value: $25.1M
Exited Positions: 46
Exited Value: $86.0M

New Positions

Institution	Position Value
P PACIFIC HEIGHTS ASSET MANAGEMENT LLC Long Only Manager	$12.2M 300.0K shares
F Fieldview Capital Management, LLC Hedge Fund•Long/Short	$4.6M 113.2K shares
M Measured Risk Portfolios, Inc. RIA/Wealth	$2.3M 57.5K shares
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy	$714.7K 17.6K shares
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC Hedge Fund•Multi-Strategy	$714.2K 17.6K shares
FJ Capital Management LLC Hedge Fund•Long/Short	$619.0K 15.2K shares
Point72 Ltd RIA/Wealth	$567.9K 14.0K shares
C Colony Group, LLC Institution	$531.4K 2.1K shares
Wealth Quarterback LLC RIA/Wealth	$372.8K 9.2K shares
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	$334.8K 8.2K shares

Exited Positions

Institution	Previous Position
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$31.2M 733.0K shares
B BROOKFIELD ASSET MANAGEMENT INC. RIA/Wealth	$9.8M 231.6K shares
Green Street Investors, LLC Real Assets	$7.1M 167.0K shares
Toroso Investments, LLC ETF Provider	$6.1M 145.9K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$5.7M 134.7K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$4.2M 99.8K shares
COHEN & STEERS INC Institution	$4.2M 98.6K shares
Quantbot Technologies LLC Hedge Fund•Quant	$2.9M 68.9K shares
Frigate Ventures LP RIA/Wealth	$2.7M 63.7K shares
V Vanderbilt University Institution	$1.5M 36.4K shares

Options Activity

Institutions with the largest Call and Put options positions in CUBE as of Q3 2025

Call Positions: 4
Call Value: $9.8M
Put Positions: 2
Put Value: $1.2M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$7.3M 1.8K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.2M 306.0 contracts
J JANE STREET GROUP, LLC Institution	$723.7K 178.0 contracts
W WOLVERINE TRADING, LLC Institution	$479.1K 118.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$597.7K 147.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$569.2K 140.0 contracts

Most Committed Institutions

Institutions with CUBE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
W Waterfront Capital Partners, LLC Hedge Fund•Long/Short	Eduardo Abush Managing Partner	5.94% $9.1M	0.10% 223.4K shares	Q4 2024 Held for 1 year	$152.8M
Presima Inc. Real Assets	Marc-Andre Nmn Flageole CEO	4.40% $16.0M	0.17% 393.9K shares	Q2 2016 Held for 9y 6m	$363.9M
Timbercreek Asset Management Ltd. Real Assets	Corrado Roberto Russo Managing Partner	4.39% $23.3M	0.25% 573.1K shares	Q2 2025 Held for 6 months	$530.9M
B B&I Capital AG Institution	-	3.89% $11.2M	0.12% 276.2K shares	Q4 2020 Held for 5 years	$288.9M
M Measured Risk Portfolios, Inc. RIA/Wealth	Lawrence Douglas Kriesmer President	2.54% $2.3M	0.03% 57.5K shares	Q3 2025 Held for 3 months	$92.0M
S Sophron Capital Management L.P. Hedge Fund•Long/Short	George Michael Maslovsky CEO	2.16% $7.0M	0.08% 172.1K shares	Q4 2024 Held for 1 year	$324.6M
CBRE CLARION SECURITIES LLC Real Assets	Joseph Patrick Smith President	1.96% $136.8M	1.48% 3.4M shares	≤ Q2 2013 Held for 12y 6m+	$7.0B
L Lightrock Netherlands B.V. Institution	-	1.74% $6.7M	0.08% 192.6K shares	Q4 2024 Held for 1 year	$382.4M
H HEITMAN REAL ESTATE SECURITIES LLC Real Assets	Jeffrey Donald Yurk Managing Partner	1.74% $25.5M	0.27% 626.6K shares	Q2 2024 Held for 1y 6m	$1.5B
LASALLE INVESTMENT MANAGEMENT SECURITIES LP Real Assets	Ian Scott Mcwilliams Managing Partner	1.68% $42.7M	0.46% 1.0M shares	Q2 2014 Held for 11y 6m	$2.5B

Hedge Fund Spotlight

Discover hedge funds investing in CUBE

Bayesian Capital Management, LP

Hedge Fund • Quant

Portfolio ManagerVelin Krassimirov Tzanov

Portfolio Value: $489.3M
Positions: 501
Last Reported: Q3 2025

Sector Allocation

Position in CubeSmart

Market Value: $361.9K
Shares Held: 8.9K
Portfolio Weight: 0.07%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$6.3M	1.29%
2 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$6.0M	1.23%
3 Boston Scientific BSX	Medical - Devices Healthcare	$5.4M	1.10%