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CubeSmart
CUBE

Overview Fund Activity

275 hedge funds and large institutions have $6.04B invested in CubeSmart in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 122 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
-14
Holders Change %
-4.84%
% of All Funds
5.96%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
27
Increased
94
Reduced
122
Closed
40
Calls
$60K
Puts
$247K
Net Calls
-$187K
Net Calls Change
-$253K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$325M
2
PI
2
PGGM Investments
Netherlands
$148M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$256M
4
State Street
4
State Street
Massachusetts
$232M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$232M

Top Sellers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$158M
2
Millennium Management
2
Millennium Management
New York
$24.8M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$181M
4
Cohen & Steers
4
Cohen & Steers
New York
$73.9M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
251
Lenox Wealth Management
Ohio
$10K -$552K -17,713 -98%
NSIM
252
North Star Investment Management
Illinois
$10K – – –
RCAG
253
Rehmann Capital Advisory Group
Michigan
$8.3K -$2.4K -75 -22%
MIM
254
MetLife Investment Management
New Jersey
$8.14K +$32 +1 +0.4%
SCM
255
Shelton Capital Management
Colorado
$7.67K -$231K -7,424 -97%
GWM
256
Geneos Wealth Management
Colorado
$6K – – –
OWD
257
Osborn Williams & Donohoe
Ohio
$6K +$6K +200 New
PFO
258
Pathstone Family Office
New Jersey
$5K – – –
WAM
259
Wealthspire Advisors (Maryland)
Maryland
$4K -$331 -11 -8%
IFAM
260
Institutional & Family Asset Management
Colorado
$3K – – –
PA
261
Parallel Advisors
California
$3K – – –
TL
262
TrueWealth LLC
Georgia
$3K -$3K – –
VFA
263
Valeo Financial Advisors
Indiana
$3K – – –
PCG
264
Private Capital Group
Connecticut
$3K – – –
TFO
265
Tarbox Family Office
California
$3K – – –
BCA
266
Berman Capital Advisors
Georgia
$3K +$2.04K +72 +212%
GT
267
Glenmede Trust
Pennsylvania
$2.46K +$18 +570 +0.7%
ESB
268
Essex Savings Bank
Connecticut
$2K -$893 -25 -31%
EARNEST Partners
269
EARNEST Partners
Georgia
$2K – – –
ED
270
Exane Derivatives
France
$1.83K – – –
SF
271
Synovus Financial
Georgia
$1K -$440K -9,243 -100%
PCP
272
Proficio Capital Partners
Massachusetts
$1K – – –
IA
273
IFP Advisors
Florida
$1K – – –
DWM
274
Destination Wealth Management
California
$1K +$1K +18 New
KPW
275
Kore Private Wealth
New York
$1K +$1K +40 New
9 10
11
12 13