CUBE icon

CubeSmart
CUBE

Overview Fund Activity

413 hedge funds and large institutions have $8.47B invested in CubeSmart in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 155 increasing their positions, 160 reducing their positions, and 37 closing their positions.

Holders
413
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
6.59%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
43
Increased
155
Reduced
160
Closed
37
Calls
$3.13M
Puts
$18.7M
Net Calls
-$15.6M
Net Calls Change
+$3.59M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$117M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$83.3M
3
LPC
3
Long Pond Capital
New York
$60.7M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$149M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$34M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$168M
2
RC
2
Resolution Capital
Australia
$99.7M
3
Ameriprise
3
Ameriprise
Minnesota
$13.9M
4
ACM
4
AEW Capital Management
Massachusetts
$6.69M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$579M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
301
Connacht Asset Management
New York
$296K 7,769 -7,059 -48%
XF
302
XML Financial
Maryland
$289K 7,591 +59 +0.8%
Baird Financial Group
303
Baird Financial Group
Wisconsin
$286K 7,510 +7,510 New
Los Angeles Capital Management
304
Los Angeles Capital Management
California
$283K 7,432 +7,432 New
UCFA
305
United Capital Financial Advisors
Texas
$283K 7,426 -1,687 -19%
AAM
306
Advisors Asset Management
Colorado
$282K 7,384 -19,381 -72%
MA
307
Mutual Advisors
Nebraska
$275K 7,204 -162 -2%
Wealth Enhancement Advisory Services
308
Wealth Enhancement Advisory Services
Minnesota
$274K 7,193 +7,193 New
IPW
309
Impact Partnership Wealth
Georgia
$272K 7,127 +7,060 +10,537%
YMRC
310
Yorktown Management & Research Company
Virginia
$271K 7,100 +400 +6%
BC
311
Bridgefront Capital
Texas
$269K 7,048 -7,047 -50%
MLICM
312
Metropolitan Life Insurance Company (MetLife)
New York
$263K 6,904 +41 +0.6%
WS
313
Wedbush Securities
California
$252K 6,613 +6,613 New
Wolverine Trading
314
Wolverine Trading
Illinois
$252K 6,608 -6,845 -51%
PAM
315
Panagora Asset Management
Massachusetts
$248K 6,500 – –
CIBC Asset Management
316
CIBC Asset Management
Ontario, Canada
$244K 6,409 – –
CCP
317
Carmel Capital Partners
California
$244K 6,393 +3,163 +98%
BAM
318
Belpointe Asset Management
Nevada
$242K 6,349 -25 -0.4%
HGERS
319
Householder Group Estate & Retirement Specialist
Arizona
$238K 6,249 +6,249 New
QCM
320
QRG Capital Management
Illinois
$235K 6,165 +6,165 New
O
321
Ossiam
France
$232K 6,074 -942 -13%
PA
322
Profund Advisors
Maryland
$232K 6,074 -845 -12%
Mackenzie Financial
323
Mackenzie Financial
Ontario, Canada
$222K 5,985 -2,654 -31%
MCC
324
Malaga Cove Capital
California
$221K 5,805 +5,805 New
CSPIA
325
Cary Street Partners Investment Advisory
Virginia
$220K 5,761 +1,051 +22%
11 12
13
14 15