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CubeSmart

459 hedge funds and large institutions have $9.42B invested in CubeSmart in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 170 increasing their positions, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

28% more call options, than puts

Call options by funds: $3.14M | Put options by funds: $2.45M

2% more funds holding

Funds holding: 448459 (+11)

8% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 158

0.16% more ownership

Funds ownership: 97.09%97.25% (+0.16%)

20% less capital invested

Capital invested by funds: $11.8B → $9.42B (-$2.34B)

Holders
459
Holders Change
+11
Holders Change %
+2.46%
% of All Funds
6.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
66
Increased
170
Reduced
158
Closed
44
Calls
$3.14M
Puts
$2.45M
Net Calls
+$693K
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
301
Atria Investments
North Carolina
$395K -$75.7K -1,580 -15%
EWA
302
EP Wealth Advisors
California
$391K +$18.6K +387 +4%
KBC Group
303
KBC Group
Belgium
$389K +$153K +3,201 +55%
D.E. Shaw & Co
304
D.E. Shaw & Co
New York
$379K +$424K +8,841 New
SA
305
Sanctuary Advisors
Indiana
$375K -$131K -2,731 -23%
SCM
306
Shelton Capital Management
Colorado
$364K -$18.9K -395 -4%
IA
307
IFG Advisory
Georgia
$363K +$406K +8,465 New
KIA
308
Knollwood Investment Advisory
Maryland
$352K
FTWA
309
Fifth Third Wealth Advisors
Ohio
$350K +$52.3K +1,090 +15%
FRA
310
Frank Rimerman Advisors
California
$344K
CC
311
Centiva Capital
New York
$343K -$160K -3,347 -30%
AWA
312
Arkadios Wealth Advisors
Georgia
$331K +$67.8K +1,415 +22%
FC
313
Farringdon Capital
United Kingdom
$329K +$368K +7,671 New
BAM
314
Belpointe Asset Management
Nevada
$325K
SPA
315
Sherbrooke Park Advisers
New York
$323K -$66.6K -1,390 -16%
Walleye Capital
316
Walleye Capital
New York
$315K +$352K +7,340 New
I
317
InceptionR
California
$310K -$868K -18,102 -71%
XF
318
XML Financial
Maryland
$305K -$8.39K -175 -2%
DTL
319
Dynamic Technology Lab
Singapore
$300K +$336K +7,000 New
CIBC Asset Management
320
CIBC Asset Management
Ontario, Canada
$299K +$16.4K +342 +5%
NFG
321
Nations Financial Group
Iowa
$293K -$527 -11 -0.2%
GCM
322
Gallacher Capital Management
Colorado
$292K -$21.2K -443 -6%
TC
323
TownSquare Capital
Utah
$290K +$33.6K +701 +12%
AAM
324
Advisors Asset Management
Colorado
$289K +$82.6K +1,723 +34%
FC
325
FORA Capital
Florida
$284K +$318K +6,630 New