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CubeSmart
CUBE

Overview Fund Activity

301 hedge funds and large institutions have $7.41B invested in CubeSmart in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 124 reducing their positions, and 34 closing their positions.

Holders
301
Holders Change
–
Holders Change %
0%
% of All Funds
5.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
36
Increased
106
Reduced
124
Closed
34
Calls
$4.72M
Puts
$828K
Net Calls
+$3.89M
Net Calls Change
+$3.18M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$472M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$757M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.05B
4
Cohen & Steers
4
Cohen & Steers
New York
$340M
5
Goldman Sachs
5
Goldman Sachs
New York
$77.3M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$134M
2
RC
2
Resolution Capital
Australia
$226M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$62.1M
4
Barclays
4
Barclays
United Kingdom
$3.42M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$61.2M
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
326
Global Retirement Partners
California
– – -69 Closed
VCG
327
Vantage Consulting Group
Virginia
– – -36 Closed
PWPS
328
Pinnacle Wealth Planning Services
Ohio
– – -31 Closed
TI
329
tru Independence
Oregon
– – -26 Closed
RPWA
330
Regent Peak Wealth Advisors
Georgia
– – -22 Closed
ONST
331
Old North State Trust
North Carolina
– – -16 Closed
GWS
332
Glassman Wealth Services
Virginia
$0 10 – –
FHC
333
First Horizon Corporation
Tennessee
$0 23 – –
CFGS
334
Concourse Financial Group Securities
Alabama
– – – –
MWP
335
Meridian Wealth Partners
Pennsylvania
$0 9 +9 New
CA
336
Clearstead Advisors
Ohio
$0 10 +10 New
10 11 12 13
14