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CubeSmart

448 hedge funds and large institutions have $11.8B invested in CubeSmart in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 174 increasing their positions, 150 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $5.44M | Put options by funds: $1.6M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

19% more capital invested

Capital invested by funds: $9.84B → $11.8B (+$1.92B)

16% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 150

6% more funds holding

Funds holding: 422448 (+26)

0.19% more ownership

Funds ownership: 96.89%97.09% (+0.19%)

Holders
448
Holders Change
+26
Holders Change %
+6.16%
% of All Funds
6.43%
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
174
Reduced
150
Closed
34
Calls
$5.44M
Puts
$1.6M
Net Calls
+$3.84M
Net Calls Change
+$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
301
Arkadios Wealth Advisors
Georgia
$339K +$313K +6,298 New
MA
302
Mutual Advisors
Nebraska
$338K
BAM
303
Belpointe Asset Management
Nevada
$338K +$1.19K +24 +0.4%
TCG
304
Transcendent Capital Group
Oklahoma
$337K +$311K +6,258 New
PA
305
Profund Advisors
Maryland
$330K -$3.77K -76 -1%
TC
306
TownSquare Capital
Utah
$327K +$302K +6,076 New
PI
307
PEAK6 Investments
Illinois
$323K +$298K +5,993 New
KBC Group
308
KBC Group
Belgium
$316K -$50 -1 -0%
ACM
309
AlphaStar Capital Management
North Carolina
$313K -$53.9K -1,085 -16%
Cerity Partners
310
Cerity Partners
New York
$310K +$286K +5,768 New
CAPTRUST Financial Advisors
311
CAPTRUST Financial Advisors
North Carolina
$309K +$12.3K +248 +5%
LA
312
Lindenwold Advisors
Pennsylvania
$300K +$21.3K +430 +8%
DM
313
Deerfield Management
New York
$299K +$276K +5,550 New
MYAM
314
Meiji Yasuda Asset Management
Japan
$298K -$6.3K -127 -2%
RG
315
Renaissance Group
Kentucky
$296K
HBS
316
Howard Bailey Securities
Indiana
$290K +$268K +5,392 New
EGM
317
Engineers Gate Manager
New York
$282K +$260K +5,232 New
Rafferty Asset Management
318
Rafferty Asset Management
New York
$279K -$17.8K -359 -6%
KFS
319
Kaizen Financial Strategies
California
$279K
CT
320
Colonial Trust
South Carolina
$278K +$46.8K +943 +22%
AAM
321
Advisors Asset Management
Colorado
$270K +$26.3K +529 +12%
RJT
322
Raymond James Trust
Florida
$269K -$17.6K -355 -7%
Janney Montgomery Scott
323
Janney Montgomery Scott
Pennsylvania
$267K +$20.7K +417 +9%
BAM
324
BTS Asset Management
Massachusetts
$266K +$246K +4,949 New
CAG
325
Curtis Advisory Group
California
$264K -$5.41K -109 -2%

CUBE Hedge Fund Activity: Q3 2024 in Review

448 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q3 2024, worth a combined $11.8B — up 19% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new CUBE positions and 34 closed out — a net gain of 29 holders — while 174 added to existing stakes and 150 trimmed.

The largest buyer was BlackRock, adding an estimated $65.9M. The largest seller was Truist Financial, cutting an estimated $84.9M.

  • 448 institutional investors held CubeSmart (CUBE) as of Q3 2024, up from 422 in Q2 2024.
  • Funds reported $11.8B of CubeSmart stock for Q3 2024, up 19% quarter-over-quarter.
  • 63 funds opened new CubeSmart positions in Q3 2024 and 34 closed out, a net change of +29 holders.
  • The largest CubeSmart buyer in Q3 2024 was BlackRock, an estimated $65.9M added.
  • The largest CubeSmart seller in Q3 2024 was Truist Financial, an estimated $84.9M sold.

Based on aggregated 13F filings for Q3 2024.