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CubeSmart
CUBE

Overview Fund Activity

458 hedge funds and large institutions have $9.41B invested in CubeSmart in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 168 increasing their positions, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+12
Holders Change %
+2.69%
% of All Funds
6.1%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
67
Increased
168
Reduced
158
Closed
44
Calls
$3.14M
Puts
$2.45M
Net Calls
+$693K
Net Calls Change
-$3.15M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$126M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$110M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$288M
4
UBS Group
4
UBS Group
Switzerland
$66.9M
5
Northern Trust
5
Northern Trust
Illinois
$161M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$576M
2
Deutsche Bank
2
Deutsche Bank
Germany
$117M
3
RC
3
Resolution Capital
Australia
$129M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$4.38M
5
Invesco
5
Invesco
Georgia
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
301
EP Wealth Advisors
California
$391K +$16.6K +387 +4%
KBC Group
302
KBC Group
Belgium
$389K +$137K +3,201 +55%
D.E. Shaw & Co
303
D.E. Shaw & Co
New York
$379K +$379K +8,841 New
SA
304
Sanctuary Advisors
Indiana
$375K -$115K -2,731 -23%
SCM
305
Shelton Capital Management
Colorado
$364K -$16.9K -395 -4%
IA
306
IFG Advisory
Georgia
$363K +$363K +8,465 New
KIA
307
Knollwood Investment Advisory
Maryland
$352K – – –
FTWA
308
Fifth Third Wealth Advisors
Ohio
$350K +$46.7K +1,090 +15%
FRA
309
Frank Rimerman Advisors
California
$344K – – –
CC
310
Centiva Capital
New York
$343K -$143K -3,347 -30%
AWA
311
Arkadios Wealth Advisors
Georgia
$331K +$60.6K +1,415 +22%
FC
312
Farringdon Capital
United Kingdom
$329K +$329K +7,671 New
BAM
313
Belpointe Asset Management
Nevada
$325K – – –
SPA
314
Sherbrooke Park Advisers
New York
$323K -$59.6K -1,390 -16%
Walleye Capital
315
Walleye Capital
New York
$315K +$315K +7,340 New
I
316
InceptionR
California
$310K -$776K -18,102 -71%
XF
317
XML Financial
Maryland
$305K -$7.5K -175 -2%
DTL
318
Dynamic Technology Lab
Singapore
$300K +$300K +7,000 New
CIBC Asset Management
319
CIBC Asset Management
Ontario, Canada
$299K +$14.7K +342 +5%
NFG
320
Nations Financial Group
Iowa
$293K -$471 -11 -0.2%
GCM
321
Gallacher Capital Management
Colorado
$292K -$19K -443 -6%
TC
322
TownSquare Capital
Utah
$290K +$30K +701 +12%
AAM
323
Advisors Asset Management
Colorado
$289K +$73.8K +1,723 +34%
FC
324
FORA Capital
Florida
$284K +$284K +6,630 New
TSS
325
Two Sigma Securities
New York
$282K +$282K +6,572 New
11 12
13
14 15