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CubeSmart
CUBE

Overview Fund Activity

437 hedge funds and large institutions have $10.2B invested in CubeSmart in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 152 increasing their positions, 174 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+24
Holders Change %
+5.81%
% of All Funds
6.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
65
Increased
152
Reduced
174
Closed
38
Calls
$6.15M
Puts
$4.72M
Net Calls
+$1.43M
Net Calls Change
+$17M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$445M
2
Morgan Stanley
Morgan Stanley
New York
$249M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$88.5M
4
RC
Resolution Capital
Australia
$184M
5
CIM
Centersquare Investment Management
Pennsylvania
$52.3M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$38.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$13M
3
LPC
Long Pond Capital
New York
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$652M
5
AllianceBernstein
AllianceBernstein
Tennessee
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
251
AlphaStar Capital Management
North Carolina
$734K -$273K -5,893 -27%
DEA
252
DoubleLine ETF Adviser
Florida
$716K +$716K +15,442 New
Pathstone Holdings
253
Pathstone Holdings
New Jersey
$710K +$710K +15,267 New
GCM
254
Greenland Capital Management
New York
$695K -$603K -13,000 -46%
HCM
255
HGI Capital Management
New York
$694K -$37.9K -818 -5%
MGP
256
Metis Global Partners
California
$684K +$73.4K +1,583 +12%
MFS
257
Mirabella Financial Services
United Kingdom
$679K -$652K -14,071 -49%
MCP
258
Mirador Capital Partners
California
$669K +$42.5K +916 +7%
Creative Planning
259
Creative Planning
Kansas
$668K -$50K -1,079 -7%
Walleye Trading
260
Walleye Trading
New York
$664K -$781K -16,858 -54%
PA
261
Pinnacle Associates
New York
$656K -$5.66K -122 -0.9%
BA
262
Bridgewater Associates
Connecticut
$652K -$1.12M -24,203 -63%
WC
263
Winmill & Co
New York
$649K – – –
CIC
264
Cornercap Investment Counsel
Georgia
$648K +$63K +1,360 +11%
Envestnet Portfolio Solutions
265
Envestnet Portfolio Solutions
Illinois
$636K +$37.9K +817 +6%
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$635K +$73.6K +1,588 +13%
RGI
267
River Global Investors
United Kingdom
$631K -$5.01K -108 -0.8%
LMIM
268
Lockheed Martin Investment Management
Maryland
$627K -$173K -3,700 -22%
CAN
269
Cetera Advisor Networks
California
$618K -$101K -2,180 -14%
PCM
270
Penserra Capital Management
California
$617K +$108K +2,333 +21%
CA
271
Clearstead Advisors
Ohio
$611K +$605K +13,050 +10,357%
Mariner
272
Mariner
Kansas
$599K -$126K -2,710 -17%
ACM
273
Adelante Capital Management
California
$593K -$15.5M -334,068 -96%
QCM
274
Quantinno Capital Management
New York
$582K -$408K -8,788 -41%
DF
275
Donoghue Forlines
Massachusetts
$582K +$63.4K +1,368 +12%
9 10
11
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