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CubeSmart
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437 hedge funds and large institutions have $10.2B invested in CubeSmart in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 152 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 39

30% more call options, than puts

Call options by funds: $6.15M | Put options by funds: $4.72M

21% more capital invested

Capital invested by funds: $8.47B → $10.2B (+$1.76B)

6% more funds holding

Funds holding: 414 → 437 (+23)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.63% less ownership

Funds ownership: 98.69% → 98.06% (-0.63%)

13% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 174

Holders
437
Holders Change
+23
Holders Change %
+5.56%
% of All Funds
6.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
65
Increased
152
Reduced
174
Closed
39
Calls
$6.15M
Puts
$4.72M
Net Calls
+$1.43M
Net Calls Change
+$17M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$87.7M
2
Morgan Stanley
Morgan Stanley
New York
+$82.9M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$75M
4
RC
Resolution Capital
Australia
+$53M
5
CIM
Centersquare Investment Management
Pennsylvania
+$39.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$140M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$74.9M
3
LPC
Long Pond Capital
New York
-$60.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.3M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$44M
Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
301
Householder Group Estate & Retirement Specialist
Arizona
$323K +$28.7K +731 +12%
WS
302
Wedbush Securities
California
$320K +$11.7K +297 +4%
MLICM
303
Metropolitan Life Insurance Company (MetLife)
New York
$319K -$786 -20 -0.3%
MA
304
Mutual Advisors
Nebraska
$317K -$14.4K -366 -5%
PA
305
Profund Advisors
Maryland
$316K +$29.4K +749 +12%
QCM
306
QRG Capital Management
Illinois
$314K +$23.7K +602 +10%
FEM
307
Fulcrum Equity Management
Texas
$297K -$79.8K -2,032 -24%
CIBC Asset Management
308
CIBC Asset Management
Ontario, Canada
$297K – – –
QT
309
Quantbot Technologies
New York
$294K +$249K +6,335 New
CAPTRUST Financial Advisors
310
CAPTRUST Financial Advisors
North Carolina
$293K +$248K +6,317 New
AAM
311
Advisors Asset Management
Colorado
$288K -$46.3K -1,177 -16%
Baird Financial Group
312
Baird Financial Group
Wisconsin
$287K -$52.2K -1,328 -18%
FRM
313
Fox Run Management
Connecticut
$285K -$594K -15,127 -71%
O
314
Ossiam
France
$282K – – –
FCBT
315
First Citizens Bank & Trust
North Carolina
$279K +$237K +6,020 New
ASN
316
Advisory Services Network
Georgia
$278K -$149K -3,798 -39%
LA
317
Legacy Advisors
Pennsylvania
$273K +$229K +5,823 New
BAM
318
Belpointe Asset Management
Nevada
$270K -$20.4K -519 -8%
MCC
319
Malaga Cove Capital
California
$269K – – –
RJT
320
Raymond James Trust
Florida
$262K +$4.44K +113 +2%
Cetera Investment Advisers
321
Cetera Investment Advisers
Illinois
$260K -$275 -7 -0.1%
LFAS
322
Level Four Advisory Services
Texas
$255K +$216K +5,504 New
MCM
323
MAI Capital Management
Ohio
$255K +$216K +5,502 New
GAM
324
Gotham Asset Management
New York
$250K +$212K +5,400 New
CAG
325
Curtis Advisory Group
California
$247K – – –
11 12
13
14 15

CUBE Hedge Fund Activity: Q4 2023 in Review

437 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q4 2023, worth a combined $10.2B — up 21% from $8.47B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new CUBE positions and 39 closed out — a net gain of 26 holders — while 152 added to existing stakes and 174 trimmed.

The largest buyer was Norges Bank, adding an estimated $87.7M. The largest seller was Principal Financial Group, cutting an estimated $140M.

  • 437 institutional investors held CubeSmart (CUBE) as of Q4 2023, up from 414 in Q3 2023.
  • Funds reported $10.2B of CubeSmart stock for Q4 2023, up 21% quarter-over-quarter.
  • 65 funds opened new CubeSmart positions in Q4 2023 and 39 closed out, a net change of +26 holders.
  • The largest CubeSmart buyer in Q4 2023 was Norges Bank, an estimated $87.7M added.
  • The largest CubeSmart seller in Q4 2023 was Principal Financial Group, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2023.