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CubeSmart
CUBE

Overview Fund Activity

295 hedge funds and large institutions have $9.03B invested in CubeSmart in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 107 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
-6
Holders Change %
-1.99%
% of All Funds
5.15%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
29
Increased
109
Reduced
107
Closed
32
Calls
$18.8M
Puts
$1.17M
Net Calls
+$17.6M
Net Calls Change
+$13.7M

Top Buyers

1
RC
Resolution Capital
Australia
$325M
2
Millennium Management
Millennium Management
New York
$51.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$964M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.31B
5
State Street
State Street
Massachusetts
$329M

Top Sellers

1
Invesco
Invesco
Georgia
$92.3M
2
ZP
Zimmer Partners
New York
$57.9M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$168M
4
Morgan Stanley
Morgan Stanley
New York
$30.4M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
251
Huntington National Bank
Ohio
$35K -$2K -43 -5%
CG
252
Cutler Group
California
$32K -$27.4K -600 -46%
S
253
SignatureFD
Georgia
$31K +$22.2K +487 +252%
BMD
254
Better Money Decisions
New Mexico
$21K – – –
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$21K +$17.4K +379 +480%
JGIA
256
Jackson Grant Investment Advisers
Connecticut
$19K +$2.61K +55 +16%
PA
257
Parallel Advisors
California
$19K +$7.96K +171 +72%
FHA
258
First Horizon Advisors
Tennessee
$17K -$1.64K -35 -9%
CFB
259
Cullen/Frost Bankers
Texas
$16K – – –
JWM
260
Janiczek Wealth Management
Colorado
$15K – – –
LC
261
Lindbrook Capital
California
$15K – – –
NSIM
262
North Star Investment Management
Illinois
$14K – – –
CP
263
Castleview Partners
Texas
$14K +$14K +300 New
SWM
264
Spire Wealth Management
Virginia
$13K -$46.5K -1,001 -78%
FF
265
FourThought Financial
Florida
$10K – – –
AA
266
Ancora Advisors
Ohio
$9K – – –
Walleye Capital
267
Walleye Capital
New York
$7.96K -$2.17K -46,762 -21%
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$6K +$565 +13 +10%
GAM
269
Gemmer Asset Management
California
$5K -$3.75K -75 -43%
PMFA
270
Plante Moran Financial Advisors
Michigan
$5K – – –
QCG
271
Quadrant Capital Group
Ohio
$5K +$2.76K +58 +123%
Nisa Investment Advisors
272
Nisa Investment Advisors
Missouri
$4.25K -$203 -4,385 -5%
IFAM
273
Institutional & Family Asset Management
Colorado
$4K -$698 -15 -15%
SL
274
Savior LLC
Massachusetts
$4K – – –
VNA
275
Valley National Advisers
Pennsylvania
$4K – – –
9 10
11
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