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CubeSmart
CUBE

Overview Fund Activity

397 hedge funds and large institutions have $10.7B invested in CubeSmart in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 157 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+38
Holders Change %
+10.58%
% of All Funds
6.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
72
Increased
157
Reduced
121
Closed
29
Calls
$45.1M
Puts
$12.5M
Net Calls
+$32.6M
Net Calls Change
+$32.2M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$145M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$112M
3
Ameriprise
Ameriprise
Minnesota
$89.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$53M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$60.5M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$692K
2
Principal Financial Group
Principal Financial Group
Iowa
$529M
3
Capital Research Global Investors
Capital Research Global Investors
California
$255M
4
Millennium Management
Millennium Management
New York
$48.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
301
Cetera Investment Advisers
Illinois
$282K +$37.2K +804 +15%
Cambridge Investment Research Advisors
302
Cambridge Investment Research Advisors
Iowa
$273K -$24.4K -529 -8%
RG
303
Renaissance Group
Kentucky
$254K -$13.3K -292 -5%
MA
304
Mutual Advisors
Nebraska
$245K +$245K +5,292 New
RJT
305
Raymond James Trust
Florida
$239K +$239K +5,170 New
SCM
306
Stevens Capital Management
Pennsylvania
$237K +$237K +5,120 New
FEM
307
Fulcrum Equity Management
Texas
$236K +$236K +5,106 New
XT
308
XTX Topco
Cayman Islands
$232K +$232K +5,028 New
KFS
309
Kaizen Financial Strategies
California
$227K +$2.54K +55 +1%
ETC
310
Exchange Traded Concepts
Oklahoma
$222K -$20.6K -446 -8%
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$222K +$10.5K +228 +5%
HA
312
Harfst & Associates
Wyoming
$212K +$212K +4,586 New
CFCI
313
Comprehensive Financial Consultants Institutional
Indiana
$206K +$206K +4,464 New
CT
314
Colonial Trust
South Carolina
$203K +$203K +4,466 New
TSS
315
Two Sigma Securities
New York
$203K +$203K +4,391 New
VU
316
Vanderbilt University
Tennessee
$203K -$673K -14,558 -77%
LA
317
Legacy Advisors
Pennsylvania
$201K +$201K +4,300 New
O
318
Ossiam
France
$166K +$58.3K +1,261 +54%
WT
319
Washington Trust
Rhode Island
$163K -$139 -3 -0.1%
NP
320
Ninepoint Partners
Ontario, Canada
$162K +$162K +3,500 New
ASN
321
Advisory Services Network
Georgia
$162K -$4.35K -94 -3%
AssetMark Inc
322
AssetMark Inc
California
$153K +$22.2K +481 +17%
TAM
323
Tucker Asset Management
Colorado
$144K – – –
CCP
324
Carmel Capital Partners
California
$137K +$137K +2,971 New
NA
325
NewEdge Advisors
Louisiana
$110K -$129K -2,797 -54%
11 12
13
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