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CubeSmart
CUBE

Overview Fund Activity

280 hedge funds and large institutions have $5.21B invested in CubeSmart in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 102 reducing their positions, and 35 closing their positions.

Holders
280
Holders Change
+4
Holders Change %
+1.45%
% of All Funds
5.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
41
Increased
113
Reduced
102
Closed
35
Calls
$3.28M
Puts
$259K
Net Calls
+$3.02M
Net Calls Change
+$2.37M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$141M
2
Cohen & Steers
2
Cohen & Steers
New York
$161M
3
Invesco
3
Invesco
Georgia
$77.8M
4
EVM
4
Eaton Vance Management
Massachusetts
$101M
5
RC
5
Resolution Capital
Australia
$94.8M

Top Sellers

1
ACM
1
AEW Capital Management
Massachusetts
$0
2
SCRM
2
Security Capital Research & Management
Illinois
$25.3M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$207M
4
Charles Schwab
4
Charles Schwab
California
$52.3M
5
HRES
5
Heitman Real Estate Securities
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
251
HighMark Wealth Management
Minnesota
$9K +$3.75K +142 +71%
LC
252
Lindbrook Capital
California
$8K -$4.56K -170 -36%
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$8K – – –
NSIM
254
North Star Investment Management
Illinois
$8K – – –
FHA
255
First Horizon Advisors
Tennessee
$8K +$8K +292 New
GRP
256
Global Retirement Partners
California
$6K +$2.3K +83 +62%
EWM
257
Edge Wealth Management
New York
$5K – – –
GAM
258
Gemmer Asset Management
California
$5K – – –
GWM
259
Geneos Wealth Management
Colorado
$5K – – –
LWM
260
Lenox Wealth Management
Ohio
$4K -$1.82K -74 -31%
PCG
261
Private Capital Group
Connecticut
$4K – – –
S
262
SignatureFD
Georgia
$3K -$21.8K -873 -88%
PA
263
Parallel Advisors
California
$3K -$1.55K -68 -34%
IFAM
264
Institutional & Family Asset Management
Colorado
$3K – – –
IA
265
IFP Advisors
Florida
$3K +$892 +33 +42%
AssetMark Inc
266
AssetMark Inc
California
$2K -$34.4K -998 -95%
TFO
267
Tarbox Family Office
California
$2K – – –
SL
268
Savior LLC
Massachusetts
$2K – – –
EARNEST Partners
269
EARNEST Partners
Georgia
$2K – – –
EFSCE
270
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$1.16K +48 +137%
VNA
271
Valley National Advisers
Pennsylvania
$2K +$2K +82 New
CAN
272
Cetera Advisor Networks
California
$2K +$2K +87 New
BCA
273
Berman Capital Advisors
Georgia
$1K -$1.56K -100 -61%
OPS
274
Orion Portfolio Solutions
Nebraska
$1K -$1.78K -57 -64%
EWM
275
Endurance Wealth Management
Rhode Island
$1K – – –
9 10
11
12 13