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CubeSmart
CUBE

Overview Fund Activity

411 hedge funds and large institutions have $10B invested in CubeSmart in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 145 increasing their positions, 147 reducing their positions, and 37 closing their positions.

Holders
411
Holders Change
+14
Holders Change %
+3.53%
% of All Funds
6.48%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
53
Increased
145
Reduced
147
Closed
37
Calls
$3.83M
Puts
$23M
Net Calls
-$19.2M
Net Calls Change
-$51.8M

Top Buyers

1
RC
1
Resolution Capital
Australia
$184M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$306M
3
Prudential Financial
3
Prudential Financial
New Jersey
$52.4M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$42.6M
5
CCM
5
Copeland Capital Management
Pennsylvania
$25.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$730M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$391M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$5.73M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$183M
5
PI
5
PGGM Investments
Netherlands
$68M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
276
Shelton Capital Management
Colorado
$494K 11,071 -326 -3%
PCM
277
Penserra Capital Management
California
$490K 10,984 -755 -6%
MFS
278
Mirabella Financial Services
United Kingdom
$478K 10,698 +10,698 New
NB
279
Norinchukin Bank
Japan
$470K 10,522 -174 -2%
Simplex Trading
280
Simplex Trading
Illinois
$459K 10,279 +10,279 New
ASN
281
Advisory Services Network
Georgia
$454K 10,172 +6,677 +191%
VIA
282
Vident Investment Advisory
Georgia
$448K 10,021 +1,029 +11%
Group One Trading
283
Group One Trading
Illinois
$447K 10,018 +10,018 New
SIA
284
Sit Investment Associates
Minnesota
$444K 9,950 – –
SSA
285
Schonfeld Strategic Advisors
New York
$411K 9,201 +9,201 New
UCFA
286
United Capital Financial Advisors
Texas
$407K 9,113 -1,550 -15%
XT
287
XTX Topco
Cayman Islands
$399K 8,942 +3,914 +78%
CFG
288
Cooper Financial Group
California
$399K 8,937 +1,084 +14%
EL
289
EMFO LLC
Florida
$399K 8,930 – –
Mackenzie Financial
290
Mackenzie Financial
Ontario, Canada
$388K 8,639 +128 +2%
KI
291
Kapitalo Investimentos
Brazil
$376K 8,425 +8,425 New
HCA
292
Harbour Capital Advisors
Virginia
$373K 8,300 – –
AG
293
Algert Global
California
$373K 8,360 -24,650 -75%
FEM
294
Fulcrum Equity Management
Texas
$373K 8,345 +3,239 +63%
DF
295
Donoghue Forlines
Massachusetts
$370K 8,280 +8,280 New
Robeco Institutional Asset Management
296
Robeco Institutional Asset Management
Netherlands
$361K 8,075 +8,075 New
BRWA
297
B. Riley Wealth Advisors
Florida
$346K 7,739 +7,739 New
XF
298
XML Financial
Maryland
$336K 7,532 +78 +1%
MA
299
Mutual Advisors
Nebraska
$329K 7,366 +2,074 +39%
O
300
Ossiam
France
$313K 7,016 +3,429 +96%
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