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CubeSmart

448 hedge funds and large institutions have $11.8B invested in CubeSmart in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 174 increasing their positions, 150 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $5.44M | Put options by funds: $1.6M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

19% more capital invested

Capital invested by funds: $9.84B → $11.8B (+$1.92B)

16% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 150

6% more funds holding

Funds holding: 422448 (+26)

0.19% more ownership

Funds ownership: 96.89%97.09% (+0.19%)

Holders
448
Holders Change
+26
Holders Change %
+6.16%
% of All Funds
6.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
63
Increased
174
Reduced
150
Closed
34
Calls
$5.44M
Puts
$1.6M
Net Calls
+$3.84M
Net Calls Change
+$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
226
Envestnet Portfolio Solutions
Illinois
$1.14M +$136K +2,740 +15%
IMRF
227
Illinois Municipal Retirement Fund
Illinois
$1.12M
EAM
228
Erste Asset Management
Austria
$1.09M +$109K +2,200 +12%
Neuberger Berman Group
229
Neuberger Berman Group
New York
$1.07M +$201K +4,051 +26%
SOAMC
230
Spirit of America Management Corp
New York
$1.05M
AAM
231
Azzad Asset Management
Virginia
$993K +$42.7K +861 +5%
Creative Planning
232
Creative Planning
Kansas
$987K +$115K +2,307 +14%
SAM
233
Securian Asset Management
Minnesota
$943K -$21.4K -432 -2%
MM
234
MQS Management
New York
$916K +$117K +2,365 +16%
SAM
235
Shell Asset Management
Netherlands
$887K +$818K +16,474 New
HWAM
236
Hennion & Walsh Asset Management
New Jersey
$865K +$96.2K +1,938 +14%
DEA
237
DoubleLine ETF Adviser
Florida
$865K +$797K +16,063 New
MCP
238
Mirador Capital Partners
California
$855K +$12.3K +248 +2%
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
$853K -$435K -8,760 -36%
CGH
240
Crossmark Global Holdings
Texas
$827K +$695 +14 +0.1%
CIC
241
Cornercap Investment Counsel
Georgia
$819K +$58.6K +1,180 +8%
VPIM
242
Vanguard Personalized Indexing Management
California
$804K +$75.2K +1,514 +11%
I
243
INVST
Indiana
$804K -$10.8K -217 -1%
USAA
244
United Services Automobile Association
Texas
$803K -$143K -2,885 -16%
PCM
245
Penserra Capital Management
California
$777K -$18.9K -380 -3%
WC
246
Winmill & Co
New York
$754K
MF
247
Magnetar Financial
Illinois
$745K +$687K +13,833 New
Fidelity International
248
Fidelity International
Bermuda
$732K -$247K -4,980 -27%
US Bancorp
249
US Bancorp
Minnesota
$727K -$121K -2,432 -15%
CA
250
Clearstead Advisors
Ohio
$721K

CUBE Hedge Fund Activity: Q3 2024 in Review

448 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q3 2024, worth a combined $11.8B — up 19% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new CUBE positions and 34 closed out — a net gain of 29 holders — while 174 added to existing stakes and 150 trimmed.

The largest buyer was BlackRock, adding an estimated $65.9M. The largest seller was Truist Financial, cutting an estimated $84.9M.

  • 448 institutional investors held CubeSmart (CUBE) as of Q3 2024, up from 422 in Q2 2024.
  • Funds reported $11.8B of CubeSmart stock for Q3 2024, up 19% quarter-over-quarter.
  • 63 funds opened new CubeSmart positions in Q3 2024 and 34 closed out, a net change of +29 holders.
  • The largest CubeSmart buyer in Q3 2024 was BlackRock, an estimated $65.9M added.
  • The largest CubeSmart seller in Q3 2024 was Truist Financial, an estimated $84.9M sold.

Based on aggregated 13F filings for Q3 2024.