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CubeSmart
CUBE

Overview Fund Activity

323 hedge funds and large institutions have $9.11B invested in CubeSmart in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 141 increasing their positions, 105 reducing their positions, and 62 closing their positions.

Holders
323
Holders Change
-39
Holders Change %
-10.77%
% of All Funds
5.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
29
Increased
141
Reduced
105
Closed
62
Calls
$5.88M
Puts
$2.14M
Net Calls
+$3.74M
Net Calls Change
-$2.74M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$274M
2
Invesco
2
Invesco
Georgia
$159M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$528M
4
ACM
4
AEW Capital Management
Massachusetts
$74.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$149M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$3.74M
2
BlackRock
2
BlackRock
New York
$704M
3
RC
3
Resolution Capital
Australia
$133M
4
Man Group
4
Man Group
United Kingdom
$31.7M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
301
Castle Wealth Management
Florida
$5K 110 +110 New
MAM
302
Meeder Asset Management
Ohio
$4K 97 -105 -52%
HWA
303
HHM Wealth Advisors
Tennessee
$4K 101 – –
VNA
304
Valley National Advisers
Pennsylvania
$4K 82 – –
PFBT
305
Parkside Financial Bank & Trust
Missouri
$4K 85 +19 +29%
AIC
306
Archer Investment Corporation
Indiana
$3.42K 80 – –
EARNEST Partners
307
EARNEST Partners
Georgia
$3K 65 – –
GRP
308
Global Retirement Partners
California
$3K 79 – –
FPS
309
Fieldpoint Private Securities
Connecticut
$3K 67 – –
SWM
310
Spire Wealth Management
Virginia
$3K 60 +60 New
AAP
311
Arax Advisory Partners
Colorado
$3K 66 +66 New
Bank of Montreal
312
Bank of Montreal
Ontario, Canada
$2.19K 49,796 +14,784 +42%
SIS
313
Sound Income Strategies
Florida
$2K 41 – –
CWP
314
Concord Wealth Partners
Virginia
$2K 43 – –
ANBT
315
American National Bank & Trust
Texas
$2K 56 – –
LPWM
316
Lake Point Wealth Management
Texas
$2K 40 – –
DFCM
317
Dark Forest Capital Management
Puerto Rico
$1K 30 -4,506 -99%
GWS
318
Glassman Wealth Services
Virginia
$1K 12 -69 -85%
EWM
319
Endurance Wealth Management
Rhode Island
$1K 33 – –
PCG
320
Private Capital Group
Connecticut
$1K 19 – –
BWA
321
BDO Wealth Advisors
Florida
$1K 16 – –
HS
322
Horan Securities
United States
$1K 27 +27 New
APA
323
American Portfolios Advisors
New York
$769 18 – –
Alyeska Investment Group
324
Alyeska Investment Group
Illinois
– – -736,878 Closed
Arrowstreet Capital
325
Arrowstreet Capital
Massachusetts
– – -641,321 Closed
11 12
13
14 15