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CubeSmart

CUBE Real Estate
$38 +$0.95 (2.56%)
Market Cap: $8.71 B
Gurus Holding
7
Popularity Rank
#985
% of Shares Held
1.16%
Net Activity (Q3 2025)
-$26.27 M

Guru Ownership Trend

Guru Analysis for CubeSmart (CUBE)

CubeSmart (CUBE), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $100.69 M.

Top institutional holders include Diamond Hill Capital and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $26.27 M net outflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 805.1%. Conversely, Joel Greenblatt reduced exposure by 19.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$13.34 M
Total Buy Value
New Buys 2
Additions 2
-$39.61 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for CubeSmart (CUBE)

Major holders include Diamond Hill Capital ($73.75 M), Cliff Asness ($15.67 M), Paul Tudor Jones ($8.17 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 2.65 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $26.27 M, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited CUBE. The total reported sell value was $39.61 M.

Yes, 2 managers opened new positions in CUBE, and 2 increased their existing holdings. The total reported buy value was $13.34 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.35% Add 4.4% 1,813,777 $73.75 M Q3 2025
0.01% Reduce -10.1% 385,520 $15.67 M Q3 2025
0.01% New Buy 200,953 $8.17 M Q3 2025
0.02% Reduce -19.0% 101,617 $4.13 M Q3 2025
0.01% New Buy 90,930 $3.28 M Q4 2025
0.01% Add 805.1% 51,173 $2.08 M Q3 2025
0.02% New Buy 5,800 $235,828 Q3 2025
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