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CubeSmart
CUBE

Overview Fund Activity

323 hedge funds and large institutions have $9.11B invested in CubeSmart in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 141 increasing their positions, 105 reducing their positions, and 62 closing their positions.

Holders
323
Holders Change
-39
Holders Change %
-10.77%
% of All Funds
5.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
29
Increased
141
Reduced
105
Closed
62
Calls
$5.88M
Puts
$2.14M
Net Calls
+$3.74M
Net Calls Change
-$2.74M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$274M
2
Invesco
2
Invesco
Georgia
$159M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$528M
4
ACM
4
AEW Capital Management
Massachusetts
$74.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$149M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$3.74M
2
BlackRock
2
BlackRock
New York
$704M
3
RC
3
Resolution Capital
Australia
$133M
4
Man Group
4
Man Group
United Kingdom
$31.7M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TAM
276
Tucker Asset Management
Colorado
$22.4K 525 +525 New
IA
277
IFP Advisors
Florida
$22K 574 – –
FWM
278
Focused Wealth Management
New York
$21K 500 – –
CWM
279
Curi Wealth Management
North Carolina
$20K 466 – –
JWM
280
Janiczek Wealth Management
Colorado
$20K 432 +3 +0.7%
BMD
281
Better Money Decisions
New Mexico
$20K 462 +462 New
PA
282
Parallel Advisors
California
$19K 437 -200 -31%
JGIA
283
Jackson Grant Investment Advisers
Connecticut
$17K 400 – –
LC
284
Lindbrook Capital
California
$16K 375 -29 -7%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$16K 382 +209 +121%
CFB
286
Cullen/Frost Bankers
Texas
$15K 350 – –
QC
287
Quent Capital
New York
$15K 354 +297 +521%
FF
288
FourThought Financial
Florida
$14K 326 +89 +38%
C
289
Covestor
United Kingdom
$13K 298 -1,235 -81%
NSIM
290
North Star Investment Management
Illinois
$13K 300 – –
MA
291
MUFG Americas
New York
$10K 233 -108 -32%
CAM
292
ClariVest Asset Management
California
$9K 205 -17,076 -99%
QCG
293
Quadrant Capital Group
Ohio
$9K 218 -424 -66%
AA
294
Ancora Advisors
Ohio
$9K 200 – –
GC
295
Gould Capital
Washington
$9K 200 – –
HWA
296
Heritage Wealth Advisors
Virginia
$9K 200 – –
BIA
297
Bell Investment Advisors
California
$8K 177 +177 New
CFD
298
Creative Financial Designs
Indiana
$6K 131 +1 +0.8%
IFAM
299
Institutional & Family Asset Management
Colorado
$6K 150 +42 +39%
ATC
300
Adirondack Trust Company
New York
$5K 110 +35 +47%
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12
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