CUBE icon

CubeSmart
CUBE

Overview Fund Activity

335 hedge funds and large institutions have $8.75B invested in CubeSmart in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 123 increasing their positions, 126 reducing their positions, and 28 closing their positions.

Holders
335
Holders Change
+12
Holders Change %
+3.72%
% of All Funds
5.79%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
44
Increased
123
Reduced
126
Closed
28
Calls
$1.03M
Puts
$1.61M
Net Calls
-$581K
Net Calls Change
-$4.32M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$196M
2
PI
2
PGGM Investments
Netherlands
$109M
3
Norges Bank
3
Norges Bank
Norway
$248M
4
Invesco
4
Invesco
Georgia
$211M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$140M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$214M
2
RC
2
Resolution Capital
Australia
$52.1M
3
Cohen & Steers
3
Cohen & Steers
New York
$328M
4
BlackRock
4
BlackRock
New York
$631M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
301
Bank of Montreal
Ontario, Canada
$10.2K 234,281 +184,485 +370%
MA
302
MUFG Americas
New York
$9K 233 – –
CAM
303
ClariVest Asset Management
California
$9K 205 – –
HGERS
304
Householder Group Estate & Retirement Specialist
Arizona
$9K 248 +248 New
HWA
305
Heritage Wealth Advisors
Virginia
$8.01K 200 – –
QCG
306
Quadrant Capital Group
Ohio
$8K 192 -26 -12%
GC
307
Gould Capital
Washington
$8K 200 – –
AA
308
Ancora Advisors
Ohio
$8K 200 – –
BIA
309
Bell Investment Advisors
California
$7K 168 -9 -5%
IFAM
310
Institutional & Family Asset Management
Colorado
$6K 150 – –
CFD
311
Creative Financial Designs
Indiana
$5K 132 +1 +0.8%
ATC
312
Adirondack Trust Company
New York
$4K 110 – –
CWM
313
Castle Wealth Management
Florida
$4K 111 +1 +0.9%
PFP
314
Pinnacle Financial Partners
Tennessee
$4K 95 +95 New
AIC
315
Archer Investment Corporation
Indiana
$3.21K 80 – –
VNA
316
Valley National Advisers
Pennsylvania
$3K 82 – –
EARNEST Partners
317
EARNEST Partners
Georgia
$3K 65 – –
PFBT
318
Parkside Financial Bank & Trust
Missouri
$3K 85 – –
GRP
319
Global Retirement Partners
California
$3K 80 +1 +1%
CAL
320
Capital Advisors Ltd
Ohio
$3K 72 +72 New
MAM
321
Meeder Asset Management
Ohio
$2K 60 -37 -38%
ANBT
322
American National Bank & Trust
Texas
$2K 56 – –
SIS
323
Sound Income Strategies
Florida
$2K 51 +10 +24%
LF
324
Lee Financial
Texas
$2K 38 +38 New
CFGS
325
Concourse Financial Group Securities
Alabama
$2K 59 +59 New
11 12
13
14 15