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CubeSmart
CUBE

Overview Fund Activity

276 hedge funds and large institutions have $5.07B invested in CubeSmart in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
-22
Holders Change %
-7.38%
% of All Funds
6.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
103
Reduced
101
Closed
57
Calls
$915K
Puts
$265K
Net Calls
+$650K
Net Calls Change
+$985K

Top Buyers

1
RC
1
Resolution Capital
Australia
$74.9M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$63.2M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$258M
4
HRES
4
Heitman Real Estate Securities
Illinois
$30.2M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$66.3M

Top Sellers

1
BPSG
1
Brookfield Public Securities Group
New York
$0
2
LIMS
2
Lasalle Investment Management Securities
Maryland
$61.9M
3
ESCM
3
Echo Street Capital Management
New York
$17.9M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$1.14M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
251
Lenox Wealth Management
Ohio
$6K – – –
PA
252
Parallel Advisors
California
$5K -$4.93K -197 -50%
HWM
253
HighMark Wealth Management
Minnesota
$5K -$2.69K -107 -35%
GWM
254
Geneos Wealth Management
Colorado
$5K – – –
EWM
255
Edge Wealth Management
New York
$5K – – –
SFS
256
Sowell Financial Services
Arkansas
$5K +$5K +168 New
GAM
257
Gemmer Asset Management
California
$5K +$5K +175 New
GRP
258
Global Retirement Partners
California
$4K -$1.49K -50 -27%
PCG
259
Private Capital Group
Connecticut
$4K – – –
BCA
260
Berman Capital Advisors
Georgia
$4K +$659 +27 +20%
TL
261
TrueWealth LLC
Georgia
$3K – – –
IFAM
262
Institutional & Family Asset Management
Colorado
$3K +$594 +20 +25%
OPS
263
Orion Portfolio Solutions
Nebraska
$2K -$1.78K -79 -47%
IA
264
IFP Advisors
Florida
$2K -$590 -23 -23%
EARNEST Partners
265
EARNEST Partners
Georgia
$2K – – –
TFO
266
Tarbox Family Office
California
$2K – – –
SL
267
Savior LLC
Massachusetts
$2K – – –
ED
268
Exane Derivatives
France
$1.53K – – –
OAM
269
Optimal Asset Management
California
$1.11K +$724 +27,023 +186%
BWM
270
BerganKDV Wealth Management
Minnesota
$1K – – –
VFA
271
Valeo Financial Advisors
Indiana
$1K – – –
EFSCE
272
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$114 +4 +13%
Twin Tree Management
273
Twin Tree Management
Texas
$1K +$1K +28 New
EWM
274
Endurance Wealth Management
Rhode Island
$1K +$1K +33 New
TPCW
275
TD Private Client Wealth
New York
$268 -$1.66K -62 -86%
9 10
11
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