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CubeSmart
CUBE

Overview Fund Activity

298 hedge funds and large institutions have $6.02B invested in CubeSmart in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 98 reducing their positions, and 41 closing their positions.

Holders
298
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
5.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
50
Increased
112
Reduced
98
Closed
41
Calls
$353K
Puts
$688K
Net Calls
-$335K
Net Calls Change
-$751K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$615M
2
PI
2
PGGM Investments
Netherlands
$224M
3
ACM
3
AEW Capital Management
Massachusetts
$80.3M
4
SCRM
4
Security Capital Research & Management
Illinois
$88.5M
5
ESCM
5
Echo Street Capital Management
New York
$75.5M

Top Sellers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$7.81M
2
Deutsche Bank
2
Deutsche Bank
Germany
$6.66M
3
Boston Partners
3
Boston Partners
Massachusetts
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$44.7M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
251
Capital Analysts LLC
Pennsylvania
$48K 1,524 -15 -1%
ZB
252
Zions Bancorporation
Utah
$48K 1,537 +580 +61%
ASN
253
Advisory Services Network
Georgia
$47K 1,480 -459 -24%
NFG
254
Next Financial Group
Texas
$46K 1,450 – –
EW
255
Evoke Wealth
California
$40.5K 1,274 – –
QCG
256
Quadrant Capital Group
Ohio
$39K 1,278 -1,602 -56%
S
257
SignatureFD
Georgia
$39K 1,236 +773 +167%
WT
258
Whittier Trust
California
$38K 1,201 +183 +18%
VanEck Associates
259
VanEck Associates
New York
$36K 1,132 +1,132 New
HNB
260
Huntington National Bank
Ohio
$27K 847 +78 +10%
GWMIA
261
Global Wealth Management Investment Advisory
Florida
$24K 773 +773 New
CSS
262
Cubist Systematic Strategies
Connecticut
$23K 735 -27,467 -97%
IIA
263
ICW Investment Advisors
Arizona
$19K 606 +606 New
CIA
264
CSat Investment Advisory
Michigan
$15K 487 +80 +20%
HR
265
Howe & Rusling
New York
$13K 400 -35 -8%
PA
266
Parallel Advisors
California
$12K 397 +270 +213%
MA
267
MUFG Americas
New York
$11K 362 – –
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$10K 313 -272 -46%
NSIM
269
North Star Investment Management
Illinois
$9K 300 – –
HWM
270
HighMark Wealth Management
Minnesota
$9K 306 +306 New
LWM
271
Lenox Wealth Management
Ohio
$8K 237 – –
EWM
272
Edge Wealth Management
New York
$6K 200 – –
GWM
273
Geneos Wealth Management
Colorado
$6K 205 – –
GRP
274
Global Retirement Partners
California
$6K 184 +78 +74%
Bessemer Group
275
Bessemer Group
New Jersey
$5K 160 +160 New
9 10
11
12 13