CUBE icon

CubeSmart

359 hedge funds and large institutions have $9.29B invested in CubeSmart in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 154 increasing their positions, 95 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+24
Holders Change %
+7.16%
% of All Funds
5.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
77
Increased
154
Reduced
95
Closed
47
Calls
$3.86M
Puts
$3.43M
Net Calls
+$431K
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
326
Janiczek Wealth Management
Colorado
$12.8K -$3.14K -74 -20%
NSIM
327
North Star Investment Management
Illinois
$12.1K
HIIFS
328
Harel Insurance Investments & Financial Services
Israel
$12K -$8K -200 -40%
PA
329
Parallel Advisors
California
$10.9K -$4.43K -110 -29%
FFA
330
Farther Finance Advisors
California
$9.66K +$9.66K +240 New
CAM
331
ClariVest Asset Management
California
$9K
HWA
332
Heritage Wealth Advisors
Virginia
$8.05K
GC
333
Gould Capital
Washington
$8.05K
AA
334
Ancora Advisors
Ohio
$8K
BIA
335
Bell Investment Advisors
California
$7.33K +$564 +14 +8%
CFD
336
Creative Financial Designs
Indiana
$5.39K +$80 +2 +2%
CFGS
337
Concourse Financial Group Securities
Alabama
$5.38K +$2.97K +73 +124%
GRP
338
Global Retirement Partners
California
$4.88K +$1.65K +41 +51%
ATC
339
Adirondack Trust Company
New York
$4.67K +$241 +6 +5%
IA
340
IFP Advisors
Florida
$4K -$17.1K -346 -81%
AIC
341
Archer Investment Corporation
Indiana
$3.22K
CA
342
Corrado Advisors
New Jersey
$3.17K +$3.17K +79 New
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.53K +65 +542%
PFBT
344
Parkside Financial Bank & Trust
Missouri
$2.66K -$765 -19 -22%
EARNEST Partners
345
EARNEST Partners
Georgia
$2.62K
MYAM
346
Meiji Yasuda Asset Management
Japan
$2.55K -$6 -145 -0.2%
SIS
347
Sound Income Strategies
Florida
$2.05K
CWP
348
Concord Wealth Partners
Virginia
$1.73K +$1.73K +43 New
RTL
349
Red Tortoise LLC
Georgia
$1.53K +$1.53K +38 New
Fidelity International
350
Fidelity International
Bermuda
$1.01K +$523 +13 +108%