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CubeSmart
CUBE

Overview Fund Activity

446 hedge funds and large institutions have $11.3B invested in CubeSmart in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+24
Holders Change %
+5.69%
% of All Funds
6.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
63
Increased
173
Reduced
149
Closed
36
Calls
$5.44M
Puts
$1.6M
Net Calls
+$3.84M
Net Calls Change
+$2.76M

Top Buyers

1
BlackRock
BlackRock
New York
$1.53B
2
UBS AM
UBS AM
Illinois
$90.2M
3
Capital World Investors
Capital World Investors
California
$55.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$367M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$274M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$48.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$888M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$212M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$61M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
301
Belpointe Asset Management
Nevada
$338K +$1.29K +24 +0.4%
TCG
302
Transcendent Capital Group
Oklahoma
$337K +$337K +6,258 New
PA
303
Profund Advisors
Maryland
$330K -$4.09K -76 -1%
TC
304
TownSquare Capital
Utah
$327K +$327K +6,076 New
PI
305
PEAK6 Investments
Illinois
$323K +$323K +5,993 New
KBC Group
306
KBC Group
Belgium
$316K -$54 -1 -0%
ACM
307
AlphaStar Capital Management
North Carolina
$313K -$58.4K -1,085 -16%
Cerity Partners
308
Cerity Partners
New York
$310K +$310K +5,768 New
CAPTRUST Financial Advisors
309
CAPTRUST Financial Advisors
North Carolina
$309K +$13.4K +248 +5%
LA
310
Lindenwold Advisors
Pennsylvania
$300K +$23.1K +430 +8%
DM
311
Deerfield Management
New York
$299K +$299K +5,550 New
MYAM
312
Meiji Yasuda Asset Management
Japan
$298K -$6.84K -127 -2%
RG
313
Renaissance Group
Kentucky
$296K – – –
HBS
314
Howard Bailey Securities
Indiana
$290K +$290K +5,392 New
EGM
315
Engineers Gate Manager
New York
$282K +$282K +5,232 New
Rafferty Asset Management
316
Rafferty Asset Management
New York
$279K -$19.3K -359 -6%
KFS
317
Kaizen Financial Strategies
California
$279K – – –
CT
318
Colonial Trust
South Carolina
$278K +$50.2K +943 +22%
AAM
319
Advisors Asset Management
Colorado
$270K +$28.5K +529 +12%
RJT
320
Raymond James Trust
Florida
$269K -$19.1K -355 -7%
Janney Montgomery Scott
321
Janney Montgomery Scott
Pennsylvania
$267K +$22.5K +417 +9%
BAM
322
BTS Asset Management
Massachusetts
$266K +$266K +4,949 New
CAG
323
Curtis Advisory Group
California
$264K -$5.87K -109 -2%
JF
324
Jump Financial
Illinois
$256K -$809K -15,029 -76%
GT
325
Greenleaf Trust
Michigan
$256K +$2.58K +48 +1%
11 12
13
14 15