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CubeSmart
CUBE

Overview Fund Activity

397 hedge funds and large institutions have $10.7B invested in CubeSmart in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 157 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+38
Holders Change %
+10.58%
% of All Funds
6.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
72
Increased
157
Reduced
121
Closed
29
Calls
$45.1M
Puts
$12.5M
Net Calls
+$32.6M
Net Calls Change
+$32.2M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$145M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$112M
3
Ameriprise
Ameriprise
Minnesota
$89.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$53M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$60.5M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$692K
2
Principal Financial Group
Principal Financial Group
Iowa
$529M
3
Capital Research Global Investors
Capital Research Global Investors
California
$255M
4
Millennium Management
Millennium Management
New York
$48.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
226
Vanguard Personalized Indexing Management
California
$860K +$397K +8,596 +86%
IIM
227
INTECH Investment Management
Florida
$848K +$260K +5,620 +44%
GCM
228
Graham Capital Management
Connecticut
$833K +$833K +18,025 New
BNP Paribas Asset Management
229
BNP Paribas Asset Management
France
$828K +$78.5K +1,698 +10%
Susquehanna International Group
230
Susquehanna International Group
Pennsylvania
$828K +$828K +17,908 New
MSRPS
231
Maryland State Retirement & Pension System
Maryland
$812K – – –
CGH
232
Crossmark Global Holdings
Texas
$804K +$124K +2,688 +18%
WG
233
Winton Group
United Kingdom
$799K +$799K +17,284 New
TPCW
234
TD Private Client Wealth
New York
$754K +$330K +7,148 +78%
Mariner
235
Mariner
Kansas
$745K +$2.77K +60 +0.4%
DCM
236
Dupont Capital Management
Delaware
$720K -$372K -8,038 -34%
GCM
237
Gallacher Capital Management
Colorado
$710K +$85.3K +1,845 +14%
LMIM
238
Lockheed Martin Investment Management
Maryland
$708K – – –
MML Investors Services
239
MML Investors Services
Massachusetts
$695K +$322K +6,971 +87%
OTL
240
Oak Thistle LLC
New York
$694K +$694K +15,023 New
Cohen & Steers
241
Cohen & Steers
New York
$692K -$363M -7,850,826 -100%
MM
242
MQS Management
New York
$687K +$687K +14,868 New
DTL
243
Dynamic Technology Lab
Singapore
$680K -$157K -3,399 -19%
PA
244
Pinnacle Associates
New York
$669K +$9.38K +203 +1%
AFS
245
Annapolis Financial Services
Maryland
$664K -$23.1K -500 -3%
RGI
246
River Global Investors
United Kingdom
$662K +$227K +4,920 +52%
FF
247
Friedenthal Financial
New Jersey
$656K +$656K +14,201 New
WC
248
Winmill & Co
New York
$647K – – –
AAM
249
Azzad Asset Management
Virginia
$643K +$25.3K +547 +4%
AACA
250
American Assets Capital Advisers
California
$640K +$640K +13,855 New
8 9
10
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