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CubeSmart
CUBE

Overview Fund Activity

426 hedge funds and large institutions have $9.82B invested in CubeSmart in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 164 increasing their positions, 140 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-11
Holders Change %
-2.52%
% of All Funds
6.18%
Holding in Top 10
–
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
–
New
49
Increased
164
Reduced
140
Closed
58
Calls
$9.86M
Puts
$10.8M
Net Calls
-$969K
Net Calls Change
-$2.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$776M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$82.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$83.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$257M
5
TCM
5
TimesSquare Capital Management
New York
$48.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$121M
2
Invesco
2
Invesco
Georgia
$162M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$230M
5
State Street
5
State Street
Massachusetts
$519M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
301
Baird Financial Group
Wisconsin
$299K +$19.7K +435 +7%
FEM
302
Fulcrum Equity Management
Texas
$293K +$3.26K +72 +1%
CIBC Asset Management
303
CIBC Asset Management
Ontario, Canada
$290K – – –
NFG
304
Nations Financial Group
Iowa
$289K +$74.2K +1,640 +35%
HWAM
305
Hennion & Walsh Asset Management
New Jersey
$270K +$270K +5,980 New
HGERS
306
Householder Group Estate & Retirement Specialist
Arizona
$267K -$48.7K -1,077 -15%
BAM
307
Belpointe Asset Management
Nevada
$265K +$1.31K +29 +0.5%
MYAM
308
Meiji Yasuda Asset Management
Japan
$260K +$260K +5,760 New
KAS
309
Kestra Advisory Services
Texas
$260K +$260K +5,689 New
RJT
310
Raymond James Trust
Florida
$260K +$4.52K +100 +2%
LFAS
311
Level Four Advisory Services
Texas
$255K – – –
CAPTRUST Financial Advisors
312
CAPTRUST Financial Advisors
North Carolina
$242K -$43.6K -965 -15%
RG
313
Renaissance Group
Kentucky
$242K +$5.58K +123 +2%
LA
314
Lindenwold Advisors
Pennsylvania
$238K +$238K +5,273 New
CAG
315
Curtis Advisory Group
California
$234K -$6.83K -151 -3%
VCM
316
Virtue Capital Management
Tennessee
$229K +$229K +5,231 New
KFS
317
Kaizen Financial Strategies
California
$229K +$1.04K +23 +0.5%
ASN
318
Advisory Services Network
Georgia
$225K -$46.2K -1,021 -17%
GT
319
Greenleaf Trust
Michigan
$223K -$452 -10 -0.2%
SP
320
Systematic Portfolios
New York
$217K +$217K +4,807 New
Cerity Partners
321
Cerity Partners
New York
$217K +$217K +4,801 New
AAIM
322
American Assets Investment Management
California
$217K – – –
CSPIA
323
Cary Street Partners Investment Advisory
Virginia
$212K -$9.23K -204 -4%
Janney Montgomery Scott
324
Janney Montgomery Scott
Pennsylvania
$210K -$4.17K -92 -2%
Mercer Global Advisors
325
Mercer Global Advisors
Colorado
$208K +$208K +4,605 New
11 12
13
14 15