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CubeSmart
CUBE

Overview Fund Activity

413 hedge funds and large institutions have $8.47B invested in CubeSmart in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 155 increasing their positions, 160 reducing their positions, and 37 closing their positions.

Holders
413
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
6.59%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
43
Increased
155
Reduced
160
Closed
37
Calls
$3.13M
Puts
$18.7M
Net Calls
-$15.6M
Net Calls Change
+$3.59M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$117M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$83.3M
3
LPC
3
Long Pond Capital
New York
$60.7M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$149M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$34M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$168M
2
RC
2
Resolution Capital
Australia
$99.7M
3
Ameriprise
3
Ameriprise
Minnesota
$13.9M
4
ACM
4
AEW Capital Management
Massachusetts
$6.69M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$579M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
326
Cetera Investment Advisers
Illinois
$214K 5,621 -1,113 -17%
RJT
327
Raymond James Trust
Florida
$211K 5,538 +27 +0.5%
CAG
328
Curtis Advisory Group
California
$203K 5,334 -900 -14%
RG
329
Renaissance Group
Kentucky
$201K 5,202 – –
Bessemer Group
330
Bessemer Group
New Jersey
$195K 5,114 +38 +0.7%
CT
331
Colonial Trust
South Carolina
$174K 4,572 +106 +2%
VEA
332
Virtus ETF Advisers
New York
$171K 4,482 -428 -9%
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$168K 4,416 -168 -4%
KBC Group
334
KBC Group
Belgium
$142K 3,735 +3,735 New
PA
335
PSI Advisors
Florida
$141K 3,710 +2,585 +230%
Point72 Asset Management
336
Point72 Asset Management
Connecticut
$137K 3,594 +3,594 New
AssetMark Inc
337
AssetMark Inc
California
$126K 3,294 -29 -0.9%
SPIA
338
Steward Partners Investment Advisory
New York
$121K 3,180 -3,590 -53%
SS
339
Sunbelt Securities
Texas
$118K 3,103 -5 -0.2%
ETC
340
Exchange Traded Concepts
Oklahoma
$115K 3,011 +143 +5%
NA
341
NewEdge Advisors
Louisiana
$110K 2,889 +4 +0.1%
WT
342
Washington Trust
Rhode Island
$96.5K 2,532 -1,003 -28%
QCG
343
Quadrant Capital Group
Ohio
$88K 2,308 +1,231 +114%
CI Investments Inc
344
CI Investments Inc
Ontario, Canada
$87K 2,294 +11 +0.5%
HFM
345
Harvest Fund Management
China
$78K 2,044 – –
TAM
346
Tucker Asset Management
Colorado
$61.8K 1,620 -396 -20%
C
347
Covestor
United Kingdom
$55K 1,444 +573 +66%
GWM
348
Geneos Wealth Management
Colorado
$49.6K 1,300 -1 -0.1%
WT
349
Whittier Trust
California
$47.7K 1,251 +15 +1%
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$45K 1,175 +165 +16%
12 13
14
15 16