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CubeSmart
CUBE

Overview Fund Activity

273 hedge funds and large institutions have $6.25B invested in CubeSmart in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 102 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-7
Holders Change %
-2.5%
% of All Funds
5.52%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
34
Increased
100
Reduced
102
Closed
37
Calls
$6.17M
Puts
$278K
Net Calls
+$5.89M
Net Calls Change
+$2.88M

Top Buyers

1
RC
1
Resolution Capital
Australia
$195M
2
BC
2
Brookfield Corp
Ontario, Canada
$45M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$224M
4
Cohen & Steers
4
Cohen & Steers
New York
$222M
5
Goldman Sachs
5
Goldman Sachs
New York
$61.3M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$44.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$854M
3
ESCM
3
Echo Street Capital Management
New York
$0
4
LIMS
4
Lasalle Investment Management Securities
Maryland
$57.3M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$59.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
226
Arkadios Wealth Advisors
Georgia
$107K +$7.92K +231 +8%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$72K – – –
QT
228
Quantbot Technologies
New York
$64K +$64K +2,001 New
CAL
229
Capital Analysts LLC
Pennsylvania
$56K +$6.38K +199 +13%
ASN
230
Advisory Services Network
Georgia
$48K +$48K +1,494 New
Millennium Management
231
Millennium Management
New York
$47.3K +$28.6K +884,462 +152%
CI Investments Inc
232
CI Investments Inc
Ontario, Canada
$44K +$44K +1,368 New
CG
233
Cutler Group
California
$38K -$124K -3,927 -77%
WT
234
Whittier Trust
California
$36K -$2.61K -80 -7%
BFEC
235
Benjamin F. Edwards & Company
Missouri
$32K -$80.2K -2,497 -71%
CIA
236
CSat Investment Advisory
Michigan
$26K +$3.31K +101 +15%
HNB
237
Huntington National Bank
Ohio
$24K – – –
ZB
238
Zions Bancorporation
Utah
$23K -$4.59K -141 -17%
Rockefeller Capital Management
239
Rockefeller Capital Management
New York
$13K +$3.31K +107 +34%
CFB
240
Cullen/Frost Bankers
Texas
$11K – – –
LC
241
Lindbrook Capital
California
$10K – – –
NSIM
242
North Star Investment Management
Illinois
$10K – – –
HWM
243
HighMark Wealth Management
Minnesota
$9K -$1.96K -61 -18%
FHA
244
First Horizon Advisors
Tennessee
$9K – – –
AA
245
Ancora Advisors
Ohio
$8K +$8K +237 New
GRP
246
Global Retirement Partners
California
$7K – – –
GAM
247
Gemmer Asset Management
California
$6K – – –
GWM
248
Geneos Wealth Management
Colorado
$6K – – –
PCG
249
Private Capital Group
Connecticut
$5K – – –
JWM
250
Janiczek Wealth Management
Colorado
$5K +$5K +152 New
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