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CubeSmart
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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 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 39

30% more call options, than puts

Call options by funds: $6.15M | Put options by funds: $4.72M

21% more capital invested

Capital invested by funds: $8.47B → $10.2B (+$1.76B)

6% more funds holding

Funds holding: 414 → 437 (+23)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.63% less ownership

Funds ownership: 98.69% → 98.06% (-0.63%)

13% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 174

Holders
437
Holders Change
+23
Holders Change %
+5.56%
% of All Funds
6.37%
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
39
Calls
$6.15M
Puts
$4.72M
Net Calls
+$1.43M
Net Calls Change
+$17M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$87.7M
2
Morgan Stanley
Morgan Stanley
New York
+$82.9M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$75M
4
RC
Resolution Capital
Australia
+$53M
5
CIM
Centersquare Investment Management
Pennsylvania
+$39.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$140M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$74.9M
3
LPC
Long Pond Capital
New York
-$60.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.3M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$44M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
251
AlphaStar Capital Management
North Carolina
$734K -$232K -5,893 -27%
DEA
252
DoubleLine ETF Adviser
Florida
$716K +$607K +15,442 New
Pathstone Holdings
253
Pathstone Holdings
New Jersey
$710K +$600K +15,267 New
GCM
254
Greenland Capital Management
New York
$695K -$511K -13,000 -46%
HCM
255
HGI Capital Management
New York
$694K -$32.1K -818 -5%
MGP
256
Metis Global Partners
California
$684K +$62.2K +1,583 +12%
MFS
257
Mirabella Financial Services
United Kingdom
$679K -$553K -14,071 -49%
MCP
258
Mirador Capital Partners
California
$669K +$36K +916 +7%
Creative Planning
259
Creative Planning
Kansas
$668K -$42.4K -1,079 -7%
Walleye Trading
260
Walleye Trading
New York
$664K -$662K -16,858 -54%
PA
261
Pinnacle Associates
New York
$656K -$4.79K -122 -0.9%
BA
262
Bridgewater Associates
Connecticut
$652K -$951K -24,203 -63%
WC
263
Winmill & Co
New York
$649K – – –
CIC
264
Cornercap Investment Counsel
Georgia
$648K +$53.4K +1,360 +11%
Envestnet Portfolio Solutions
265
Envestnet Portfolio Solutions
Illinois
$636K +$32.1K +817 +6%
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$635K +$62.4K +1,588 +13%
RGI
267
River Global Investors
United Kingdom
$631K -$4.24K -108 -0.8%
LMIM
268
Lockheed Martin Investment Management
Maryland
$627K -$145K -3,700 -22%
CAN
269
Cetera Advisor Networks
California
$618K -$85.7K -2,180 -14%
PCM
270
Penserra Capital Management
California
$617K +$91.7K +2,333 +21%
CA
271
Clearstead Advisors
Ohio
$611K +$513K +13,050 +10,357%
Mariner
272
Mariner
Kansas
$599K -$106K -2,710 -17%
ACM
273
Adelante Capital Management
California
$593K -$13.1M -334,068 -96%
QCM
274
Quantinno Capital Management
New York
$582K -$345K -8,788 -41%
DF
275
Donoghue Forlines
Massachusetts
$582K +$53.8K +1,368 +12%
9 10
11
12 13

CUBE Hedge Fund Activity: Q4 2023 in Review

437 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q4 2023, worth a combined $10.2B — up 21% from $8.47B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new CUBE positions and 39 closed out — a net gain of 26 holders — while 152 added to existing stakes and 174 trimmed.

The largest buyer was Norges Bank, adding an estimated $87.7M. The largest seller was Principal Financial Group, cutting an estimated $140M.

  • 437 institutional investors held CubeSmart (CUBE) as of Q4 2023, up from 414 in Q3 2023.
  • Funds reported $10.2B of CubeSmart stock for Q4 2023, up 21% quarter-over-quarter.
  • 65 funds opened new CubeSmart positions in Q4 2023 and 39 closed out, a net change of +26 holders.
  • The largest CubeSmart buyer in Q4 2023 was Norges Bank, an estimated $87.7M added.
  • The largest CubeSmart seller in Q4 2023 was Principal Financial Group, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2023.