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CubeSmart

359 hedge funds and large institutions have $9.29B invested in CubeSmart in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 154 increasing their positions, 95 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+24
Holders Change %
+7.16%
% of All Funds
5.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
77
Increased
154
Reduced
95
Closed
47
Calls
$3.86M
Puts
$3.43M
Net Calls
+$431K
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
276
Belpointe Asset Management
Nevada
$251K +$19.4K +482 +8%
CAG
277
Curtis Advisory Group
California
$247K -$8.05K -200 -3%
RG
278
Renaissance Group
Kentucky
$241K +$241K +5,862 New
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$234K -$68.3K -1,696 -23%
CB
280
Commerce Bank
Missouri
$231K +$13.5K +335 +6%
Cetera Investment Advisers
281
Cetera Investment Advisers
Illinois
$213K +$213K +5,292 New
ETC
282
Exchange Traded Concepts
Oklahoma
$211K +$44.6K +1,109 +27%
KFS
283
Kaizen Financial Strategies
California
$202K -$45.3K -1,086 -18%
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$184K -$6.64K -165 -3%
ASN
285
Advisory Services Network
Georgia
$144K +$144K +3,589 New
WT
286
Washington Trust
Rhode Island
$142K +$81 +2 +0.1%
SPIA
287
Steward Partners Investment Advisory
New York
$133K -$2.74M -68,036 -95%
TAM
288
Tucker Asset Management
Colorado
$128K
NA
289
NewEdge Advisors
Louisiana
$123K +$123K +5,167 New
Dimensional Fund Advisors
290
Dimensional Fund Advisors
Texas
$123K -$947 -23,522 -0.8%
AssetMark Inc
291
AssetMark Inc
California
$114K +$1.53K +38 +1%
SOW
292
State of Wyoming
Wyoming
$106K +$106K +2,642 New
O
293
Ossiam
France
$93.6K
HFM
294
Harvest Fund Management
China
$82K -$13.8K -345 -14%
Acadian Asset Management
295
Acadian Asset Management
Massachusetts
$80K +$80K +1,990 New
CI Investments Inc
296
CI Investments Inc
Ontario, Canada
$77K +$30.4K +760 +65%
PFC
297
Phocas Financial Corp
California
$72.5K +$72.5K +1,800 New
Loomis, Sayles & Company
298
Loomis, Sayles & Company
Massachusetts
$72K -$9.41M -233,629 -99%
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$58K +$751 +19 +1%
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$53K +$16.9K +420 +47%