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CubeSmart
CUBE

Overview Fund Activity

397 hedge funds and large institutions have $10.7B invested in CubeSmart in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 157 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+38
Holders Change %
+10.58%
% of All Funds
6.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
72
Increased
157
Reduced
121
Closed
29
Calls
$45.1M
Puts
$12.5M
Net Calls
+$32.6M
Net Calls Change
+$32.2M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$145M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$112M
3
Ameriprise
Ameriprise
Minnesota
$89.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$53M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$60.5M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$692K
2
Principal Financial Group
Principal Financial Group
Iowa
$529M
3
Capital Research Global Investors
Capital Research Global Investors
California
$255M
4
Millennium Management
Millennium Management
New York
$48.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
326
Quadrant Capital Group
Ohio
$97.2K +$48.1K +1,041 +98%
CI Investments Inc
327
CI Investments Inc
Ontario, Canada
$96K +$7.59K +165 +9%
HFM
328
Harvest Fund Management
China
$94K – – –
Loomis, Sayles & Company
329
Loomis, Sayles & Company
Massachusetts
$66K -$16.5K -358 -20%
Lazard Asset Management
330
Lazard Asset Management
New York
$65K +$65K +1,421 New
WT
331
Whittier Trust
California
$57.1K – – –
PA
332
PSI Advisors
Florida
$52K – – –
MC
333
Machina Capital
France
$50.8K +$50.8K +1,100 New
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$46K -$15.5K -332 -25%
SS
335
Sunbelt Securities
Texas
$45.5K +$45.5K +1,000 New
EI
336
Ellevest Inc
New York
$40.5K +$19.2K +415 +90%
FCA
337
FinTrust Capital Advisors
South Carolina
$39.1K – – –
National Bank of Canada
338
National Bank of Canada
Quebec, Canada
$37.6K -$4.23M -91,442 -99%
FHA
339
First Horizon Advisors
Tennessee
$36.7K -$4.85K -105 -12%
HWA
340
Heritage Wealth Advisors
Virginia
$35.7K +$26.4K +572 +286%
AF
341
Allworth Financial
California
$35.6K +$2.54K +55 +8%
HNB
342
Huntington National Bank
Ohio
$35.2K +$2.45K +53 +7%
C
343
Covestor
United Kingdom
$35K +$141 +3 +0.4%
BONH
344
Bank of New Hampshire
New Hampshire
$31.7K – – –
HWA
345
HHM Wealth Advisors
Tennessee
$31.2K -$4.67K -101 -13%
SC
346
SouthState Corp
Florida
$24.8K +$24.8K +536 New
S
347
SignatureFD
Georgia
$23.6K +$832 +18 +4%
FWM
348
Focused Wealth Management
New York
$23.1K – – –
PTC
349
Private Trust Company
Ohio
$22.7K +$22.7K +491 New
CAL
350
Capital Analysts LLC
Pennsylvania
$22K -$3.56K -76 -14%
12 13
14
15 16