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CubeSmart
CUBE

Overview Fund Activity

335 hedge funds and large institutions have $8.75B invested in CubeSmart in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 123 increasing their positions, 126 reducing their positions, and 28 closing their positions.

Holders
335
Holders Change
+12
Holders Change %
+3.72%
% of All Funds
5.79%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
44
Increased
123
Reduced
126
Closed
28
Calls
$1.03M
Puts
$1.61M
Net Calls
-$581K
Net Calls Change
-$4.32M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$196M
2
PI
2
PGGM Investments
Netherlands
$109M
3
Norges Bank
3
Norges Bank
Norway
$248M
4
Invesco
4
Invesco
Georgia
$211M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$140M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$214M
2
RC
2
Resolution Capital
Australia
$52.1M
3
Cohen & Steers
3
Cohen & Steers
New York
$328M
4
BlackRock
4
BlackRock
New York
$631M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
WFA
276
Wipfli Financial Advisors
Wisconsin
$34K 845 +845 New
BONH
277
Bank of New Hampshire
New Hampshire
$33K 815 +35 +4%
HWA
278
HHM Wealth Advisors
Tennessee
$31K 777 +676 +669%
HNB
279
Huntington National Bank
Ohio
$27K 687 +51 +8%
DFCM
280
Dark Forest Capital Management
Puerto Rico
$26K 661 +631 +2,103%
FMII
281
Farmers & Merchants Investments Inc
Nebraska
$25K 622 – –
CAL
282
Capital Analysts LLC
Pennsylvania
$22K 542 +4 +0.7%
EW
283
Evoke Wealth
California
$21K 522 – –
AFS
284
Annapolis Financial Services
Maryland
$20K 500 -500 -50%
HIIFS
285
Harel Insurance Investments & Financial Services
Israel
$20K 500 -400 -44%
FWM
286
Focused Wealth Management
New York
$20K 500 – –
Bessemer Group
287
Bessemer Group
New Jersey
$20K 489 +489 New
IA
288
IFP Advisors
Florida
$19K 427 -147 -26%
NFSG
289
Newbridge Financial Services Group
Florida
$18K 452 -196 -30%
AF
290
Allworth Financial
California
$18K 445 -148 -25%
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$18K 447 +65 +17%
JGIA
292
Jackson Grant Investment Advisers
Connecticut
$16K 400 – –
PA
293
Parallel Advisors
California
$15K 381 -56 -13%
JWM
294
Janiczek Wealth Management
Colorado
$14K 376 -56 -13%
LC
295
Lindbrook Capital
California
$14K 357 -18 -5%
QC
296
Quent Capital
New York
$14K 354 – –
CFB
297
Cullen/Frost Bankers
Texas
$14K 350 – –
FF
298
FourThought Financial
Florida
$13K 326 – –
C
299
Covestor
United Kingdom
$12K 295 -3 -1%
NSIM
300
North Star Investment Management
Illinois
$12K 300 – –
10 11
12
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