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CubeSmart
CUBE

Overview Fund Activity

301 hedge funds and large institutions have $6.61B invested in CubeSmart in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 106 increasing their positions, 111 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+28
Holders Change %
+10.26%
% of All Funds
5.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
53
Increased
106
Reduced
111
Closed
23
Calls
$839K
Puts
$134K
Net Calls
+$705K
Net Calls Change
-$5.19M

Top Buyers

1
PI
PGGM Investments
Netherlands
$371M
2
ZP
Zimmer Partners
New York
$69.7M
3
BlackRock
BlackRock
New York
$518M
4
Cohen & Steers
Cohen & Steers
New York
$278M
5
RC
Resolution Capital
Australia
$239M

Top Sellers

1
CIM
Centersquare Investment Management
Pennsylvania
$16.2M
2
AllianceBernstein
AllianceBernstein
Tennessee
$162M
3
EVM
Eaton Vance Management
Massachusetts
$71.9M
4
BC
Brookfield Corp
Ontario, Canada
$11.5M
5
Bank of America
Bank of America
North Carolina
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
251
FNY Investment Advisers
New York
$50K +$50K +1,501 New
CG
252
Cutler Group
California
$47K +$6.71K +200 +17%
LIM
253
Longfellow Investment Management
Massachusetts
$39K +$39K +1,137 New
PI
254
PEAK6 Investments
Illinois
$39K +$39K +1,151 New
WT
255
Whittier Trust
California
$34K -$3.5K -103 -9%
HNB
256
Huntington National Bank
Ohio
$29K +$3.69K +108 +15%
Lazard Asset Management
257
Lazard Asset Management
New York
$24K +$24K +741 New
IA
258
Inspire Advisors
Idaho
$23K +$23K +682 New
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$18K +$16.5K +511 +1,087%
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$14K +$1.16K +38 +9%
FHA
261
First Horizon Advisors
Tennessee
$13K +$3.46K +106 +36%
CFB
262
Cullen/Frost Bankers
Texas
$12K – – –
PFO
263
Pathstone Family Office
New Jersey
$11K +$10.7K +326 +3,622%
NSIM
264
North Star Investment Management
Illinois
$10K – – –
LC
265
Lindbrook Capital
California
$10K – – –
JWM
266
Janiczek Wealth Management
Colorado
$9K +$4.15K +130 +86%
AA
267
Ancora Advisors
Ohio
$7K -$1.3K -37 -16%
FF
268
FourThought Financial
Florida
$7K +$7K +237 New
GAM
269
Gemmer Asset Management
California
$6K – – –
S
270
SignatureFD
Georgia
$6K +$2.23K +68 +59%
HWM
271
HighMark Wealth Management
Minnesota
$5K -$5.07K -141 -50%
PCG
272
Private Capital Group
Connecticut
$5K – – –
PMFA
273
Plante Moran Financial Advisors
Michigan
$4K +$4K +111 New
Simplex Trading
274
Simplex Trading
Illinois
$4K +$4K +122 New
IA
275
IFP Advisors
Florida
$3K -$1.22K -32 -29%
9 10
11
12 13