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CubeSmart
CUBE

Overview Fund Activity

411 hedge funds and large institutions have $10B invested in CubeSmart in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 145 increasing their positions, 147 reducing their positions, and 37 closing their positions.

Holders
411
Holders Change
+14
Holders Change %
+3.53%
% of All Funds
6.48%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
53
Increased
145
Reduced
147
Closed
37
Calls
$3.83M
Puts
$23M
Net Calls
-$19.2M
Net Calls Change
-$51.8M

Top Buyers

1
RC
1
Resolution Capital
Australia
$184M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$306M
3
Prudential Financial
3
Prudential Financial
New Jersey
$52.4M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$42.6M
5
CCM
5
Copeland Capital Management
Pennsylvania
$25.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$730M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$391M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$5.73M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$183M
5
PI
5
PGGM Investments
Netherlands
$68M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
301
Moran Wealth Management
Florida
$310K 6,951 +6,951 New
PA
302
Profund Advisors
Maryland
$309K 6,919 -953 -12%
MLICM
303
Metropolitan Life Insurance Company (MetLife)
New York
$307K 6,863 -61 -0.9%
Man Group
304
Man Group
United Kingdom
$304K 6,800 +6,800 New
SPIA
305
Steward Partners Investment Advisory
New York
$302K 6,770 -78 -1%
Cetera Investment Advisers
306
Cetera Investment Advisers
Illinois
$301K 6,734 +638 +10%
YMRC
307
Yorktown Management & Research Company
Virginia
$299K 6,700 – –
PAM
308
Panagora Asset Management
Massachusetts
$290K 6,500 – –
CIBC Asset Management
309
CIBC Asset Management
Ontario, Canada
$286K 6,409 – –
BAM
310
Belpointe Asset Management
Nevada
$285K 6,374 -318 -5%
CAG
311
Curtis Advisory Group
California
$278K 6,234 -100 -2%
CB
312
Commerce Bank
Missouri
$278K 6,225 -87 -1%
Mitsubishi UFJ Trust & Banking
313
Mitsubishi UFJ Trust & Banking
Japan
$257K 5,748 -4,045 -41%
RA
314
RFG Advisory
Alabama
$253K 5,672 -3,438 -38%
RJT
315
Raymond James Trust
Florida
$246K 5,511 +341 +7%
WB
316
WesBanco Bank
West Virginia
$242K 5,408 +5,408 New
RG
317
Renaissance Group
Kentucky
$233K 5,202 -368 -7%
KFS
318
Kaizen Financial Strategies
California
$227K 4,952 +51 +1%
BOSSRA
319
B.O.S.S. Retirement Advisors
Utah
$226K 5,062 +5,062 New
Bessemer Group
320
Bessemer Group
New Jersey
$226K 5,076 -2,356 -32%
VEA
321
Virtus ETF Advisers
New York
$219K 4,910 -2,447 -33%
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$218K 4,889 +4,889 New
OSAM
323
O'Shaughnessy Asset Management
Connecticut
$212K 4,740 +4,740 New
CSPIA
324
Cary Street Partners Investment Advisory
Virginia
$210K 4,710 +4,710 New
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$205K 4,584 -218 -5%
11 12
13
14 15