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CubeSmart
CUBE

Overview Fund Activity

298 hedge funds and large institutions have $6.02B invested in CubeSmart in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 98 reducing their positions, and 41 closing their positions.

Holders
298
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
5.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
50
Increased
112
Reduced
98
Closed
41
Calls
$353K
Puts
$688K
Net Calls
-$335K
Net Calls Change
-$751K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$615M
2
PI
2
PGGM Investments
Netherlands
$224M
3
ACM
3
AEW Capital Management
Massachusetts
$80.3M
4
SCRM
4
Security Capital Research & Management
Illinois
$88.5M
5
ESCM
5
Echo Street Capital Management
New York
$75.5M

Top Sellers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$7.81M
2
Deutsche Bank
2
Deutsche Bank
Germany
$6.66M
3
Boston Partners
3
Boston Partners
Massachusetts
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$44.7M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
276
Orion Portfolio Solutions
Nebraska
$5K 168 +168 New
BCA
277
Berman Capital Advisors
Georgia
$4K 137 +1 +0.7%
IA
278
IFP Advisors
Florida
$4K 101 +49 +94%
PCG
279
Private Capital Group
Connecticut
$4K 153 +70 +84%
CFG
280
Citizens Financial Group
Rhode Island
$4K 112 +112 New
Group One Trading
281
Group One Trading
Illinois
$3K 91 -400 -81%
TL
282
TrueWealth LLC
Georgia
$3K 106 – –
TFO
283
Tarbox Family Office
California
$3K 91 – –
IFAM
284
Institutional & Family Asset Management
Colorado
$3K 81 – –
JSC
285
Jackson Square Capital
California
$3K 103 +103 New
TPCW
286
TD Private Client Wealth
New York
$2.27K 72 +72 New
EARNEST Partners
287
EARNEST Partners
Georgia
$2K 65 – –
RIA
288
Realta Investment Advisors
Delaware
$2K 74 +74 New
SL
289
Savior LLC
Massachusetts
$2K 76 +76 New
ED
290
Exane Derivatives
France
$1.77K 57 – –
BBHC
291
Brown Brothers Harriman & Co
New York
$1K 23 -275 -92%
TRCT
292
Tower Research Capital (TRC)
New York
$1K 30 -70 -70%
VFA
293
Valeo Financial Advisors
Indiana
$1K 32 -52 -62%
BC
294
Barnett & Company
Tennessee
$1K 29 – –
BWM
295
BerganKDV Wealth Management
Minnesota
$1K 20 +20 New
EFSCE
296
Enterprise Financial Services Corp (EFSC)
Missouri
$1K 31 +31 New
Chevy Chase Trust
297
Chevy Chase Trust
Maryland
$1K 44 +44 New
ECM
298
EII Capital Management
New York
$610 19,393 -2,232 -10%
Boston Partners
299
Boston Partners
Massachusetts
– – -2,307,274 Closed
CC
300
Carlson Capital
Texas
– – -957,017 Closed
10 11
12
13 14