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CubeSmart

422 hedge funds and large institutions have $9.84B 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 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $4.74M | Put options by funds: $3.67M

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 157

0.36% more ownership

Funds ownership: 96.53%96.89% (+0.36%)

0% more capital invested

Capital invested by funds: $9.82B → $9.84B (+$21.6M)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

1% less funds holding

Funds holding: 427422 (-5)

Holders
422
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
6.09%
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
46
Calls
$4.74M
Puts
$3.67M
Net Calls
+$1.08M
Net Calls Change
+$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
276
Carmel Capital Partners
California
$416K +$23.2K +538 +6%
SCM
277
Shelton Capital Management
Colorado
$414K -$14.5K -337 -4%
GCM
278
Gallacher Capital Management
Colorado
$406K -$124K -2,876 -24%
EL
279
EMFO LLC
Florida
$403K
IA
280
IFG Advisory
Georgia
$381K +$364K +8,432 New
Wealth Enhancement Advisory Services
281
Wealth Enhancement Advisory Services
Minnesota
$377K -$35.5K -823 -9%
QCM
282
QRG Capital Management
Illinois
$370K +$24.5K +569 +7%
Baird Financial Group
283
Baird Financial Group
Wisconsin
$365K +$62.7K +1,453 +22%
FRA
284
Frank Rimerman Advisors
California
$363K +$346K +8,016 +42,189%
NRD
285
Nebula Research & Development
New York
$354K +$338K +7,842 New
HGERS
286
Householder Group Estate & Retirement Specialist
Arizona
$344K +$74.3K +1,723 +29%
MA
287
Mutual Advisors
Nebraska
$332K +$2.2K +51 +0.7%
FEM
288
Fulcrum Equity Management
Texas
$328K +$33.7K +781 +12%
XF
289
XML Financial
Maryland
$326K +$3.54K +82 +1%
WS
290
Wedbush Securities
California
$325K +$24.6K +571 +9%
YMRC
291
Yorktown Management & Research Company
Virginia
$321K
FTWA
292
Fifth Third Wealth Advisors
Ohio
$317K +$303K +7,020 New
ACM
293
AlphaStar Capital Management
North Carolina
$312K -$71.8K -1,665 -19%
LMIM
294
Lockheed Martin Investment Management
Maryland
$292K -$166K -3,849 -37%
NFG
295
Nations Financial Group
Iowa
$291K +$2.5K +58 +0.9%
Mirae Asset Global Investments
296
Mirae Asset Global Investments
South Korea
$290K +$279K +6,479 New
CIBC Asset Management
297
CIBC Asset Management
Ontario, Canada
$289K
BAM
298
Belpointe Asset Management
Nevada
$282K +$16.7K +388 +7%
PA
299
Profund Advisors
Maryland
$281K -$69.1K -1,603 -21%
IPW
300
Impact Partnership Wealth
Georgia
$268K +$255K +5,902 +21,859%

CUBE Hedge Fund Activity: Q2 2024 in Review

422 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q2 2024, worth a combined $9.84B — up 0.22% from $9.82B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of CUBE and 45 opened new positions — a net loss of 1 holder — while 157 trimmed existing stakes and 163 added.

The largest buyer was Resolution Capital, adding an estimated $67M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $142M sold.

  • 422 institutional investors held CubeSmart (CUBE) as of Q2 2024, down from 427 in Q1 2024.
  • Funds reported $9.84B of CubeSmart stock for Q2 2024, up 0.22% quarter-over-quarter.
  • 45 funds opened new CubeSmart positions in Q2 2024 and 46 closed out, a net change of -1 holder.
  • The largest CubeSmart buyer in Q2 2024 was Resolution Capital, an estimated $67M added.
  • The largest CubeSmart seller in Q2 2024 was Massachusetts Financial Services, an estimated $142M sold.

Based on aggregated 13F filings for Q2 2024.