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CubeSmart
CUBE

Overview Fund Activity

362 hedge funds and large institutions have $11.1B invested in CubeSmart in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 131 increasing their positions, 143 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-27
Holders Change %
-6.94%
% of All Funds
5.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
47
Increased
131
Reduced
143
Closed
70
Calls
$8.47M
Puts
$1.99M
Net Calls
+$6.48M
Net Calls Change
-$7.09M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$443M
2
Capital Research Global Investors
Capital Research Global Investors
California
$137M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$124M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.67B
5
Principal Financial Group
Principal Financial Group
Iowa
$530M

Top Sellers

1
Millennium Management
Millennium Management
New York
$58M
2
BlackRock
BlackRock
New York
$988M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
5
RC
Resolution Capital
Australia
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
276
Two Sigma Securities
New York
$220K +$21K +403 +11%
OIA
277
OneDigital Investment Advisors
Kansas
$213K -$3.22K -62 -1%
HCMG
278
Howard Capital Management Group
California
$205K – – –
PA
279
Profund Advisors
Maryland
$202K -$146K -2,814 -42%
GCM
280
Graham Capital Management
Connecticut
$202K +$202K +3,883 New
TF
281
Trek Financial
Arizona
$201K +$201K +3,868 New
MA
282
Mutual Advisors
Nebraska
$200K +$4.99K +96 +3%
New York State Teachers Retirement System (NYSTRS)
283
New York State Teachers Retirement System (NYSTRS)
New York
$198K -$766K -14,700 -79%
ETC
284
Exchange Traded Concepts
Oklahoma
$198K +$5.06K +97 +3%
WT
285
Washington Trust
Rhode Island
$183K -$623 -12 -0.3%
SSG
286
Summit Securities Group
New York
$135K -$613K -11,800 -82%
HFM
287
Harvest Fund Management
China
$124K +$77.1K +1,486 +165%
AIG
288
American International Group
New York
$119K -$1.1K -21 -0.9%
CI Investments Inc
289
CI Investments Inc
Ontario, Canada
$112K – – –
Rockefeller Capital Management
290
Rockefeller Capital Management
New York
$93K +$10.3K +201 +12%
GWM
291
Geneos Wealth Management
Colorado
$82K +$30.5K +591 +59%
C
292
Covestor
United Kingdom
$80K +$70.9K +1,359 +781%
WT
293
Whittier Trust
California
$64K – – –
Koshinski Asset Management
294
Koshinski Asset Management
Illinois
$62.3K -$305K -5,855 -83%
S
295
SignatureFD
Georgia
$56K -$62.3K -1,187 -53%
NFSG
296
Newbridge Financial Services Group
Florida
$54K -$15.4K -295 -22%
AFS
297
Annapolis Financial Services
Maryland
$52K – – –
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$49K +$4.18K +80 +9%
MCC
299
Money Concepts Capital
Florida
$49K +$49K +940 New
FCA
300
FinTrust Capital Advisors
South Carolina
$48K +$5.19K +99 +12%
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12
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