CUBE icon

CubeSmart
CUBE

Overview Fund Activity

362 hedge funds and large institutions have $11.1B invested in CubeSmart in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 131 increasing their positions, 143 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-27
Holders Change %
-6.94%
% of All Funds
5.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
47
Increased
131
Reduced
143
Closed
70
Calls
$8.47M
Puts
$1.99M
Net Calls
+$6.48M
Net Calls Change
-$7.09M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$443M
2
Capital Research Global Investors
Capital Research Global Investors
California
$137M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$124M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.67B
5
Principal Financial Group
Principal Financial Group
Iowa
$530M

Top Sellers

1
Millennium Management
Millennium Management
New York
$58M
2
BlackRock
BlackRock
New York
$988M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
5
RC
Resolution Capital
Australia
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
326
EverSource Wealth Advisors
Alabama
$13K +$11K +205 +539%
FF
327
FourThought Financial
Florida
$12K – – –
Macquarie Group
328
Macquarie Group
Australia
$11.5K +$3.21K +62,493 +39%
MAM
329
Meeder Asset Management
Ohio
$11K +$11K +202 New
AA
330
Ancora Advisors
Ohio
$10K – – –
GC
331
Gould Capital
Washington
$10K – – –
HWA
332
Heritage Wealth Advisors
Virginia
$10K +$5K +100 +100%
Northwestern Mutual Wealth Management
333
Northwestern Mutual Wealth Management
Wisconsin
$9K -$15.8K -304 -64%
CFD
334
Creative Financial Designs
Indiana
$7K +$7K +130 New
SPIA
335
Steward Partners Investment Advisory
New York
$6K – – –
IFAM
336
Institutional & Family Asset Management
Colorado
$6K +$1.22K +22 +26%
TFO
337
Tarbox Family Office
California
$5K – – –
HWA
338
HHM Wealth Advisors
Tennessee
$5K +$5K +101 New
AIC
339
Archer Investment Corporation
Indiana
$4.24K – – –
VNA
340
Valley National Advisers
Pennsylvania
$4K – – –
ATC
341
Adirondack Trust Company
New York
$4K – – –
GWS
342
Glassman Wealth Services
Virginia
$4K +$3.51K +71 +710%
EARNEST Partners
343
EARNEST Partners
Georgia
$3K – – –
PFBT
344
Parkside Financial Bank & Trust
Missouri
$3K – – –
FPS
345
Fieldpoint Private Securities
Connecticut
$3K – – –
ANBT
346
American National Bank & Trust
Texas
$3K +$3K +56 New
QC
347
Quent Capital
New York
$3K +$3K +57 New
BONH
348
Bank of New Hampshire
New Hampshire
$3K +$3K +60 New
BA
349
Bivin & Associates
Oklahoma
$3K +$3K +60 New
GRP
350
Global Retirement Partners
California
$3K +$3K +79 New
12 13
14
15 16