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CubeSmart
CUBE

Overview Fund Activity

301 hedge funds and large institutions have $7.41B invested in CubeSmart in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 124 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
–
Holders Change %
0%
% of All Funds
5.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
36
Increased
106
Reduced
124
Closed
34
Calls
$4.72M
Puts
$828K
Net Calls
+$3.89M
Net Calls Change
+$3.18M

Top Buyers

1
PI
PGGM Investments
Netherlands
$472M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$757M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.05B
4
Cohen & Steers
Cohen & Steers
New York
$340M
5
Goldman Sachs
Goldman Sachs
New York
$77.3M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$134M
2
RC
Resolution Capital
Australia
$226M
3
LIMS
Lasalle Investment Management Securities
Maryland
$62.1M
4
Barclays
Barclays
United Kingdom
$3.42M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$61.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
276
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
TFO
277
Tarbox Family Office
California
$3K – – –
SL
278
Savior LLC
Massachusetts
$3K – – –
FPS
279
Fieldpoint Private Securities
Connecticut
$3K – – –
BCA
280
Berman Capital Advisors
Georgia
$3K +$36 +1 +1%
AP
281
Atwood & Palmer
Missouri
$3K +$3K +74 New
NIC
282
Northwest Investment Counselors
Oregon
$3K +$3K +86 New
Simplex Trading
283
Simplex Trading
Illinois
$2K -$2.14K -63 -52%
NFG
284
Next Financial Group
Texas
$2K – – –
RFA
285
Reilly Financial Advisors
California
$2K – – –
EARNEST Partners
286
EARNEST Partners
Georgia
$2K – – –
QCG
287
Quadrant Capital Group
Ohio
$2K +$1.45K +34 +262%
CWP
288
Concord Wealth Partners
Virginia
$2K +$2K +43 New
PFBT
289
Parkside Financial Bank & Trust
Missouri
$2K +$1.36K +45 +214%
SIS
290
Sound Income Strategies
Florida
$1.55K – – –
IA
291
IFP Advisors
Florida
$1K -$3.39K -61 -77%
EWM
292
Endurance Wealth Management
Rhode Island
$1K – – –
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +18 New
APWA
294
Atlas Private Wealth Advisors
New Jersey
$1K +$1K +19 New
APA
295
American Portfolios Advisors
New York
$681 – – –
AIG
296
American International Group
New York
$87 -$7 -192 -8%
FGAM
297
Financial Gravity Asset Management
Texas
$61 +$61 +2 New
BC
298
Brookfield Corp
Ontario, Canada
– -$11.5M -343,400 Closed
PIM
299
Perpetual Investment Management
Australia
– -$6.88M -203,978 Closed
SAM
300
Securian Asset Management
Minnesota
– -$5.26M -156,426 Closed
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