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CubeSmart
CUBE

Overview Fund Activity

422 hedge funds and large institutions have $9.85B invested in CubeSmart in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 163 increasing their positions, 157 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-4
Holders Change %
-0.94%
% of All Funds
6.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
45
Increased
163
Reduced
157
Closed
45
Calls
$4.74M
Puts
$3.67M
Net Calls
+$1.08M
Net Calls Change
+$2.05M

Top Buyers

1
RC
Resolution Capital
Australia
+$70.1M
2
Deutsche Bank
Deutsche Bank
Germany
+$69.2M
3
CIM
Centersquare Investment Management
Pennsylvania
+$51.9M
4
BlackRock
BlackRock
New York
+$50.2M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$46.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$142M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$50.6M
3
UBS AM
UBS AM
Illinois
-$36.2M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$33.5M
5
Truist Financial
Truist Financial
North Carolina
-$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
276
Carmel Capital Partners
California
$416K +$24.3K +538 +6%
SCM
277
Shelton Capital Management
Colorado
$414K -$15.2K -337 -4%
GCM
278
Gallacher Capital Management
Colorado
$406K -$130K -2,876 -24%
EL
279
EMFO LLC
Florida
$403K – – –
IA
280
IFG Advisory
Georgia
$381K +$381K +8,432 New
Wealth Enhancement Advisory Services
281
Wealth Enhancement Advisory Services
Minnesota
$377K -$37.2K -823 -9%
QCM
282
QRG Capital Management
Illinois
$370K +$25.7K +569 +7%
Baird Financial Group
283
Baird Financial Group
Wisconsin
$365K +$65.6K +1,453 +22%
FRA
284
Frank Rimerman Advisors
California
$363K +$362K +8,016 +42,189%
NRD
285
Nebula Research & Development
New York
$354K +$354K +7,842 New
HGERS
286
Householder Group Estate & Retirement Specialist
Arizona
$344K +$77.7K +1,723 +29%
MA
287
Mutual Advisors
Nebraska
$332K +$2.46K +51 +0.7%
FEM
288
Fulcrum Equity Management
Texas
$328K +$35.3K +781 +12%
XF
289
XML Financial
Maryland
$326K +$3.7K +82 +1%
WS
290
Wedbush Securities
California
$325K +$25.8K +571 +9%
YMRC
291
Yorktown Management & Research Company
Virginia
$321K – – –
FTWA
292
Fifth Third Wealth Advisors
Ohio
$317K +$317K +7,020 New
ACM
293
AlphaStar Capital Management
North Carolina
$312K -$75.2K -1,665 -19%
LMIM
294
Lockheed Martin Investment Management
Maryland
$292K -$174K -3,849 -37%
NFG
295
Nations Financial Group
Iowa
$291K +$2.62K +58 +0.9%
Mirae Asset Global Investments
296
Mirae Asset Global Investments
South Korea
$290K +$290K +6,479 New
CIBC Asset Management
297
CIBC Asset Management
Ontario, Canada
$289K – – –
BAM
298
Belpointe Asset Management
Nevada
$282K +$17.5K +388 +7%
PA
299
Profund Advisors
Maryland
$281K -$72.4K -1,603 -21%
IPW
300
Impact Partnership Wealth
Georgia
$268K +$267K +5,902 +21,859%
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