CUBE icon

CubeSmart
CUBE

Overview Fund Activity

422 hedge funds and large institutions have $9.85B invested in CubeSmart in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 163 increasing their positions, 157 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-4
Holders Change %
-0.94%
% of All Funds
6.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
45
Increased
163
Reduced
157
Closed
45
Calls
$4.74M
Puts
$3.67M
Net Calls
+$1.08M
Net Calls Change
+$2.05M

Top Buyers

1
RC
Resolution Capital
Australia
+$70.1M
2
Deutsche Bank
Deutsche Bank
Germany
+$69.2M
3
CIM
Centersquare Investment Management
Pennsylvania
+$51.9M
4
BlackRock
BlackRock
New York
+$50.2M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$46.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$142M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$50.6M
3
UBS AM
UBS AM
Illinois
-$36.2M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$33.5M
5
Truist Financial
Truist Financial
North Carolina
-$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
251
Winmill & Co
New York
$632K – – –
LCM
252
LRT Capital Management
Texas
$625K -$311K -6,881 -33%
VPIM
253
Vanguard Personalized Indexing Management
California
$606K -$107K -2,368 -15%
CA
254
Clearstead Advisors
Ohio
$605K +$7.86K +174 +1%
WG
255
Winton Group
United Kingdom
$593K +$593K +13,132 New
Mariner
256
Mariner
Kansas
$584K -$15.1K -335 -3%
DF
257
Donoghue Forlines
Massachusetts
$579K +$87.7K +1,941 +18%
AI
258
Atria Investments
North Carolina
$576K +$576K +12,751 New
PA
259
Pinnacle Associates
New York
$572K -$8.9K -197 -2%
CFG
260
Cooper Financial Group
California
$556K +$48.5K +1,074 +10%
TPCW
261
TD Private Client Wealth
New York
$555K -$15.6K -346 -3%
BIM
262
Bridges Investment Management
Nebraska
$541K +$541K +11,987 New
WB
263
WesBanco Bank
West Virginia
$515K – – –
KIA
264
Knollwood Investment Advisory
Maryland
$509K +$509K +11,275 New
PNC Financial Services Group
265
PNC Financial Services Group
Pennsylvania
$503K -$46.1K -1,021 -8%
DADC
266
D.A. Davidson & Co
Montana
$498K -$37.4K -829 -7%
ProShare Advisors
267
ProShare Advisors
Maryland
$479K -$16.4K -362 -3%
PS
268
Presima Securities
Quebec, Canada
$465K +$4.52K +100 +1%
NB
269
Norinchukin Bank
Japan
$464K -$18.7K -414 -4%
TRCT
270
Tower Research Capital (TRC)
New York
$454K -$281K -6,217 -38%
VA
271
Vident Advisory
Georgia
$450K -$10.4K -230 -2%
SIA
272
Sit Investment Associates
Minnesota
$449K – – –
MCM
273
MAI Capital Management
Ohio
$449K +$121K +2,679 +37%
1832 Asset Management
274
1832 Asset Management
Ontario, Canada
$432K -$7.21M -159,592 -94%
IAN
275
Integrated Advisors Network
Texas
$429K +$31.2K +690 +8%
9 10
11
12 13