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CubeSmart
CUBE

Overview Fund Activity

301 hedge funds and large institutions have $6.61B invested in CubeSmart in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 106 increasing their positions, 111 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+28
Holders Change %
+10.26%
% of All Funds
5.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
53
Increased
106
Reduced
111
Closed
23
Calls
$839K
Puts
$134K
Net Calls
+$705K
Net Calls Change
-$5.19M

Top Buyers

1
PI
PGGM Investments
Netherlands
$371M
2
ZP
Zimmer Partners
New York
$69.7M
3
BlackRock
BlackRock
New York
$518M
4
Cohen & Steers
Cohen & Steers
New York
$278M
5
RC
Resolution Capital
Australia
$239M

Top Sellers

1
CIM
Centersquare Investment Management
Pennsylvania
$16.2M
2
AllianceBernstein
AllianceBernstein
Tennessee
$162M
3
EVM
Eaton Vance Management
Massachusetts
$71.9M
4
BC
Brookfield Corp
Ontario, Canada
$11.5M
5
Bank of America
Bank of America
North Carolina
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
276
Tarbox Family Office
California
$3K – – –
VNA
277
Valley National Advisers
Pennsylvania
$3K – – –
EFSCE
278
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
IFAM
279
Institutional & Family Asset Management
Colorado
$3K – – –
SL
280
Savior LLC
Massachusetts
$3K – – –
GRP
281
Global Retirement Partners
California
$2K -$4.29K -148 -68%
PA
282
Parallel Advisors
California
$2K -$2.33K -71 -54%
EARNEST Partners
283
EARNEST Partners
Georgia
$2K – – –
NFG
284
Next Financial Group
Texas
$2K – – –
BCA
285
Berman Capital Advisors
Georgia
$2K +$439 +18 +28%
RFA
286
Reilly Financial Advisors
California
$2K +$2K +60 New
FPS
287
Fieldpoint Private Securities
Connecticut
$2K +$2K +67 New
MAM
288
Meeder Asset Management
Ohio
$1K – – –
EWM
289
Endurance Wealth Management
Rhode Island
$1K – – –
SIS
290
Sound Income Strategies
Florida
$1K – – –
PFBT
291
Parkside Financial Bank & Trust
Missouri
$1K +$667 +14 +200%
ONST
292
Old North State Trust
North Carolina
$1K +$1K +16 New
RPWA
293
Regent Peak Wealth Advisors
Georgia
$1K +$1K +22 New
PWPS
294
Pinnacle Wealth Planning Services
Ohio
$1K +$1K +31 New
VCG
295
Vantage Consulting Group
Virginia
$1K +$1K +36 New
APA
296
American Portfolios Advisors
New York
$605 +$605 +18 New
AIG
297
American International Group
New York
$84 -$154 -4,602 -65%
TI
298
tru Independence
Oregon
$1 +$1 +26 New
Capital Fund Management (CFM)
299
Capital Fund Management (CFM)
France
– -$1.86M -57,540 Closed
HF
300
HRT Financial
New York
– -$1.27M -39,233 Closed
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