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CubeSmart
CUBE

Overview Fund Activity

397 hedge funds and large institutions have $10.7B invested in CubeSmart in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 157 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+38
Holders Change %
+10.58%
% of All Funds
6.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
72
Increased
157
Reduced
121
Closed
29
Calls
$45.1M
Puts
$12.5M
Net Calls
+$32.6M
Net Calls Change
+$32.2M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$145M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$112M
3
Ameriprise
Ameriprise
Minnesota
$89.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$53M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$60.5M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$692K
2
Principal Financial Group
Principal Financial Group
Iowa
$529M
3
Capital Research Global Investors
Capital Research Global Investors
California
$255M
4
Millennium Management
Millennium Management
New York
$48.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
276
Sit Investment Associates
Minnesota
$460K – – –
Mitsubishi UFJ Trust & Banking
277
Mitsubishi UFJ Trust & Banking
Japan
$453K -$20.1M -435,038 -98%
I
278
InceptionR
California
$439K -$551K -11,925 -56%
CAM
279
Connacht Asset Management
New York
$430K -$39K -843 -8%
RA
280
RFG Advisory
Alabama
$421K +$9.15K +198 +2%
VIA
281
Vident Investment Advisory
Georgia
$416K +$36.2K +783 +10%
EL
282
EMFO LLC
Florida
$413K – – –
Mackenzie Financial
283
Mackenzie Financial
Ontario, Canada
$393K -$125K -2,702 -24%
HCA
284
Harbour Capital Advisors
Virginia
$384K +$384K +8,300 New
D.E. Shaw & Co
285
D.E. Shaw & Co
New York
$377K -$168K -3,627 -31%
PA
286
Profund Advisors
Maryland
$364K -$134K -2,903 -27%
CFG
287
Cooper Financial Group
California
$363K +$54.2K +1,173 +18%
XF
288
XML Financial
Maryland
$345K +$3.93K +85 +1%
Bessemer Group
289
Bessemer Group
New Jersey
$344K +$344K +7,432 New
GAM
290
Gotham Asset Management
New York
$343K +$8.18K +177 +2%
VEA
291
Virtus ETF Advisers
New York
$340K -$140K -3,036 -29%
CAN
292
Cetera Advisor Networks
California
$332K +$36.1K +781 +12%
MLICM
293
Metropolitan Life Insurance Company (MetLife)
New York
$320K -$1.34K -29 -0.4%
SPIA
294
Steward Partners Investment Advisory
New York
$316K +$164K +3,545 +107%
YMRC
295
Yorktown Management & Research Company
Virginia
$310K +$310K +6,700 New
BAM
296
Belpointe Asset Management
Nevada
$309K +$21K +455 +7%
PAM
297
Panagora Asset Management
Massachusetts
$300K – – –
CIBC Asset Management
298
CIBC Asset Management
Ontario, Canada
$296K +$28K +606 +10%
CAG
299
Curtis Advisory Group
California
$293K +$8.69K +188 +3%
CB
300
Commerce Bank
Missouri
$292K +$25.9K +561 +10%
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