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CubeSmart
CUBE

Overview Fund Activity

446 hedge funds and large institutions have $11.3B invested in CubeSmart in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+24
Holders Change %
+5.69%
% of All Funds
6.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
63
Increased
173
Reduced
149
Closed
36
Calls
$5.44M
Puts
$1.6M
Net Calls
+$3.84M
Net Calls Change
+$2.76M

Top Buyers

1
BlackRock
BlackRock
New York
$1.53B
2
UBS AM
UBS AM
Illinois
$90.2M
3
Capital World Investors
Capital World Investors
California
$55.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$367M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$274M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$48.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$888M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$212M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$61M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
276
Aster Capital Management
United Arab Emirates
$498K +$498K +9,243 New
SPA
277
Sherbrooke Park Advisers
New York
$480K +$480K +8,921 New
Baird Financial Group
278
Baird Financial Group
Wisconsin
$479K +$44.6K +828 +10%
SCM
279
Shelton Capital Management
Colorado
$479K -$14.4K -268 -3%
EWA
280
EP Wealth Advisors
California
$470K +$470K +8,740 New
Mirae Asset Global Investments
281
Mirae Asset Global Investments
South Korea
$465K +$120K +2,253 +35%
KIA
282
Knollwood Investment Advisory
Maryland
$442K -$165K -3,066 -27%
OBAM
283
ODDO BHF Asset Management
France
$442K +$442K +8,203 New
AC
284
Allstate Corporation
Illinois
$436K -$359K -6,664 -45%
FRA
285
Frank Rimerman Advisors
California
$433K +$161 +3 +0%
HGERS
286
Householder Group Estate & Retirement Specialist
Arizona
$419K +$9.19K +171 +2%
XF
287
XML Financial
Maryland
$393K +$4.2K +78 +1%
WS
288
Wedbush Securities
California
$393K +$5.44K +101 +1%
GCM
289
Gallacher Capital Management
Colorado
$390K -$93.3K -1,733 -19%
BHCM
290
Brevan Howard Capital Management
Jersey
$383K -$373K -6,926 -49%
FTWA
291
Fifth Third Wealth Advisors
Ohio
$381K +$3.07K +57 +0.8%
TRCT
292
Tower Research Capital (TRC)
New York
$376K -$165K -3,060 -30%
IPW
293
Impact Partnership Wealth
Georgia
$376K +$56.5K +1,050 +18%
IA
294
Inspire Advisors
Idaho
$375K +$375K +6,975 New
NFG
295
Nations Financial Group
Iowa
$369K +$22K +408 +6%
VU
296
Vanderbilt University
Tennessee
$359K -$480K -8,910 -57%
CIBC Asset Management
297
CIBC Asset Management
Ontario, Canada
$358K +$12.5K +233 +4%
YIH
298
Y-Intercept (HK)
Hong Kong
$350K -$1.83M -34,059 -84%
AWA
299
Arkadios Wealth Advisors
Georgia
$339K +$339K +6,298 New
MA
300
Mutual Advisors
Nebraska
$338K – – –
10 11
12
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