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CubeSmart
CUBE

Overview Fund Activity

362 hedge funds and large institutions have $11.1B invested in CubeSmart in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 131 increasing their positions, 143 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-27
Holders Change %
-6.94%
% of All Funds
5.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
47
Increased
131
Reduced
143
Closed
70
Calls
$8.47M
Puts
$1.99M
Net Calls
+$6.48M
Net Calls Change
-$7.09M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$443M
2
Capital Research Global Investors
Capital Research Global Investors
California
$137M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$124M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.67B
5
Principal Financial Group
Principal Financial Group
Iowa
$530M

Top Sellers

1
Millennium Management
Millennium Management
New York
$58M
2
BlackRock
BlackRock
New York
$988M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
5
RC
Resolution Capital
Australia
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIIFS
301
Harel Insurance Investments & Financial Services
Israel
$47K +$47K +900 New
FHA
302
First Horizon Advisors
Tennessee
$42K +$23.5K +457 +127%
National Bank of Canada
303
National Bank of Canada
Quebec, Canada
$41K +$8K +155 +24%
PA
304
Parallel Advisors
California
$34K -$8.33K -156 -20%
HNB
305
Huntington National Bank
Ohio
$33K +$3.11K +60 +10%
QCG
306
Quadrant Capital Group
Ohio
$33K +$19.6K +381 +146%
PFS
307
Prospera Financial Services
Texas
$33K +$33K +632 New
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$32K – – –
EW
309
Evoke Wealth
California
$30K -$213 -4 -0.7%
CAL
310
Capital Analysts LLC
Pennsylvania
$28K +$157 +3 +0.6%
PA
311
PSI Advisors
Florida
$26K +$26K +500 New
FWM
312
Focused Wealth Management
New York
$26K +$26K +500 New
CWM
313
Curi Wealth Management
North Carolina
$24K – – –
SC
314
Solstein Capital
California
$23K +$23K +445 New
JWM
315
Janiczek Wealth Management
Colorado
$22K +$5.03K +98 +30%
IA
316
IFP Advisors
Florida
$22K +$22K +574 New
AF
317
Allworth Financial
California
$21K -$368 -7 -2%
JGIA
318
Jackson Grant Investment Advisers
Connecticut
$21K – – –
LC
319
Lindbrook Capital
California
$21K +$1.09K +21 +5%
Lazard Asset Management
320
Lazard Asset Management
New York
$20K -$34.2K -663 -63%
MA
321
MUFG Americas
New York
$18K -$6.92K -131 -28%
CFB
322
Cullen/Frost Bankers
Texas
$18K – – –
NSIM
323
North Star Investment Management
Illinois
$16K – – –
TPCW
324
TD Private Client Wealth
New York
$15.3K +$15.3K +294 New
CG
325
Cutler Group
California
$15K +$15K +300 New
11 12
13
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