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CubeSmart
CUBE

Overview Fund Activity

323 hedge funds and large institutions have $9.11B invested in CubeSmart in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 141 increasing their positions, 105 reducing their positions, and 62 closing their positions.

Holders
323
Holders Change
-39
Holders Change %
-10.77%
% of All Funds
5.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
29
Increased
141
Reduced
105
Closed
62
Calls
$5.88M
Puts
$2.14M
Net Calls
+$3.74M
Net Calls Change
-$2.74M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$274M
2
Invesco
2
Invesco
Georgia
$159M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$528M
4
ACM
4
AEW Capital Management
Massachusetts
$74.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$149M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$3.74M
2
BlackRock
2
BlackRock
New York
$704M
3
RC
3
Resolution Capital
Australia
$133M
4
Man Group
4
Man Group
United Kingdom
$31.7M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
251
American International Group
New York
$100K 2,339 +59 +3%
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$82K 1,942 +128 +7%
S
253
SignatureFD
Georgia
$73K 1,719 +652 +61%
GWM
254
Geneos Wealth Management
Colorado
$69K 1,591 – –
1IA
255
1834 Investment Advisors
Wisconsin
$63K 1,474 +1,474 New
WT
256
Whittier Trust
California
$53K 1,236 – –
SWM
257
SeaCrest Wealth Management
New York
$53K 1,250 +1,250 New
CI Investments Inc
258
CI Investments Inc
Ontario, Canada
$52K 1,221 -941 -44%
FHA
259
First Horizon Advisors
Tennessee
$52K 1,224 +408 +50%
PA
260
PSI Advisors
Florida
$48K 1,125 +625 +125%
MCC
261
Money Concepts Capital
Florida
$47K 1,069 +129 +14%
FCA
262
FinTrust Capital Advisors
South Carolina
$44K 1,000 +84 +9%
AFS
263
Annapolis Financial Services
Maryland
$43K 1,000 – –
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$40K 947 +8 +0.9%
HIIFS
265
Harel Insurance Investments & Financial Services
Israel
$38K 900 – –
BONH
266
Bank of New Hampshire
New Hampshire
$33K 780 +720 +1,200%
CSS
267
Cubist Systematic Strategies
Connecticut
$30K 700 -44,783 -98%
NFSG
268
Newbridge Financial Services Group
Florida
$28K 648 -384 -37%
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$27K 622 – –
HNB
270
Huntington National Bank
Ohio
$27K 636 – –
AF
271
Allworth Financial
California
$25K 593 +193 +48%
VVP
272
Venture Visionary Partners
Ohio
$24.9K 582 +582 New
TPCW
273
TD Private Client Wealth
New York
$23.1K 540 +246 +84%
EW
274
Evoke Wealth
California
$23K 522 -41 -7%
CAL
275
Capital Analysts LLC
Pennsylvania
$23K 538 +3 +0.6%
9 10
11
12 13