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CubeSmart
CUBE

Overview Fund Activity

411 hedge funds and large institutions have $10B invested in CubeSmart in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 145 increasing their positions, 147 reducing their positions, and 37 closing their positions.

Holders
411
Holders Change
+14
Holders Change %
+3.53%
% of All Funds
6.48%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
53
Increased
145
Reduced
147
Closed
37
Calls
$3.83M
Puts
$23M
Net Calls
-$19.2M
Net Calls Change
-$51.8M

Top Buyers

1
RC
1
Resolution Capital
Australia
$184M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$306M
3
Prudential Financial
3
Prudential Financial
New Jersey
$52.4M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$42.6M
5
CCM
5
Copeland Capital Management
Pennsylvania
$25.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$730M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$391M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$5.73M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$183M
5
PI
5
PGGM Investments
Netherlands
$68M
Name Market Value Shares Shares
Change 		Shares
Change %
CFCI
326
Comprehensive Financial Consultants Institutional
Indiana
$201K 4,313 -151 -3%
CT
327
Colonial Trust
South Carolina
$200K 4,466 – –
HCMG
328
Howard Capital Management Group
California
$176K 3,946 +3,946 New
WT
329
Washington Trust
Rhode Island
$158K 3,535 -1 -0%
NP
330
Ninepoint Partners
Ontario, Canada
$156K 3,500 – –
AssetMark Inc
331
AssetMark Inc
California
$148K 3,323 +4 +0.1%
CCP
332
Carmel Capital Partners
California
$144K 3,230 +259 +9%
SS
333
Sunbelt Securities
Texas
$139K 3,108 +2,108 +211%
NA
334
NewEdge Advisors
Louisiana
$129K 2,885 +515 +22%
ETC
335
Exchange Traded Concepts
Oklahoma
$128K 2,868 -1,939 -40%
CI Investments Inc
336
CI Investments Inc
Ontario, Canada
$102K 2,283 +196 +9%
HFM
337
Harvest Fund Management
China
$91K 2,044 – –
TAM
338
Tucker Asset Management
Colorado
$90K 2,016 -1,095 -35%
Lazard Asset Management
339
Lazard Asset Management
New York
$89K 2,014 +593 +42%
HCA
340
Harbor Capital Advisors
Illinois
$84.6K 1,894 +1,894 New
Loomis, Sayles & Company
341
Loomis, Sayles & Company
Massachusetts
$81K 1,809 +379 +27%
GWM
342
Geneos Wealth Management
Colorado
$58.1K 1,301 +1,000 +332%
WT
343
Whittier Trust
California
$55.2K 1,236 – –
PA
344
PSI Advisors
Florida
$50.2K 1,125 – –
QCG
345
Quadrant Capital Group
Ohio
$48.1K 1,077 -1,025 -49%
Carson Wealth (CWM LLC)
346
Carson Wealth (CWM LLC)
Nebraska
$45K 1,010 +26 +3%
EBA
347
Eagle Bay Advisors
New York
$42.7K 957 +957 New
FCA
348
FinTrust Capital Advisors
South Carolina
$39.1K 972 – –
C
349
Covestor
United Kingdom
$39K 871 +124 +17%
QL
350
Quarry LP
New York
$36.9K 827 +827 New
12 13
14
15 16