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CubeSmart
CUBE

Overview Fund Activity

262 hedge funds and large institutions have $6.43B invested in CubeSmart in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 113 increasing their positions, 80 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-13
Holders Change %
-4.73%
% of All Funds
5.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
26
Increased
113
Reduced
80
Closed
34
Calls
$749K
Puts
–
Net Calls
+$749K
Net Calls Change
+$936K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$459M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$347M
3
EVM
Eaton Vance Management
Massachusetts
$72.8M
4
Cohen & Steers
Cohen & Steers
New York
$103M
5
State Street
State Street
Massachusetts
$265M

Top Sellers

1
HRES
Heitman Real Estate Securities
Illinois
$0
2
Invesco
Invesco
Georgia
$40.3M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$165M
4
ESCM
Echo Street Capital Management
New York
$18.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
226
Quadrant Capital Group
Ohio
$95K – – –
HFM
227
Harvest Fund Management
China
$90K – – –
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$72K – – –
BCI
229
Brinker Capital Investments
Pennsylvania
$71K +$71K +2,111 New
ASN
230
Advisory Services Network
Georgia
$65K +$14.7K +439 +29%
CAL
231
Capital Analysts LLC
Pennsylvania
$52K +$401 +12 +0.8%
OAM
232
Oppenheimer Asset Management
New York
$51K +$51K +1,534 New
WT
233
Whittier Trust
California
$34K – – –
ZB
234
Zions Bancorporation
Utah
$32K +$32K +957 New
HNB
235
Huntington National Bank
Ohio
$26K +$1.18K +35 +5%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$23K +$8.12K +238 +55%
MC
237
Machina Capital
France
$22K +$22K +644 New
NFG
238
Next Financial Group
Texas
$17K – – –
RCAG
239
Rehmann Capital Advisory Group
Michigan
$15.6K +$6.96K +208 +80%
S
240
SignatureFD
Georgia
$13K +$1.04K +31 +9%
MA
241
MUFG Americas
New York
$12K – – –
CIA
242
CSat Investment Advisory
Michigan
$12K +$12K +349 New
LWM
243
Lenox Wealth Management
Ohio
$10K – – –
Parallax Volatility Advisers
244
Parallax Volatility Advisers
California
$7K +$7K +200 New
GWM
245
Geneos Wealth Management
Colorado
$6K – – –
PA
246
Parallel Advisors
California
$4K – – –
TL
247
TrueWealth LLC
Georgia
$4K -$3K – –
BCA
248
Berman Capital Advisors
Georgia
$4K +$859 +29 +27%
GRP
249
Global Retirement Partners
California
$4K +$4K +106 New
GT
250
Glenmede Trust
Pennsylvania
$3.85K +$1.28K +38,205 +50%
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10
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