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CubeSmart
CUBE

437 hedge funds and large institutions have $10.2B invested in CubeSmart in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 152 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 39

30% more call options, than puts

Call options by funds: $6.15M | Put options by funds: $4.72M

21% more capital invested

Capital invested by funds: $8.47B → $10.2B (+$1.76B)

6% more funds holding

Funds holding: 414 → 437 (+23)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.63% less ownership

Funds ownership: 98.69% → 98.06% (-0.63%)

13% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 174

Holders
437
Holders Change
+23
Holders Change %
+5.56%
% of All Funds
6.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
65
Increased
152
Reduced
174
Closed
39
Calls
$6.15M
Puts
$4.72M
Net Calls
+$1.43M
Net Calls Change
+$17M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$87.7M
2
Morgan Stanley
Morgan Stanley
New York
+$82.9M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$75M
4
RC
Resolution Capital
Australia
+$53M
5
CIM
Centersquare Investment Management
Pennsylvania
+$39.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$140M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$74.9M
3
LPC
Long Pond Capital
New York
-$60.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.3M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$44M
Name Holding Trade Value Shares
Change 		Change in
Stake
RG
326
Renaissance Group
Kentucky
$247K – – –
UCFA
327
United Capital Financial Advisors
Texas
$244K -$85.1K -2,165 -29%
VEA
328
Virtus ETF Advisers
New York
$241K +$28.4K +723 +16%
KFS
329
Kaizen Financial Strategies
California
$234K +$198K +5,048 New
BOSSRA
330
B.O.S.S. Retirement Advisors
Utah
$234K +$198K +5,046 New
GT
331
Greenleaf Trust
Michigan
$229K +$194K +4,949 New
CSPIA
332
Cary Street Partners Investment Advisory
Virginia
$227K -$34.2K -870 -15%
AAIM
333
American Assets Investment Management
California
$222K +$189K +4,800 New
NFG
334
Nations Financial Group
Iowa
$220K +$187K +4,753 New
Janney Montgomery Scott
335
Janney Montgomery Scott
Pennsylvania
$219K -$242K -6,155 -57%
FI
336
FWG Investments
Kentucky
$215K +$182K +4,630 New
FM
337
Foster & Motley
Ohio
$210K -$387K -9,840 -68%
WMWM
338
Whitaker-Myers Wealth Managers
Ohio
$205K +$174K +4,418 New
IA
339
Inspire Advisors
Idaho
$204K +$173K +4,401 New
Lido Advisors
340
Lido Advisors
California
$204K +$171K +4,348 New
KBC Group
341
KBC Group
Belgium
$190K +$14.3K +365 +10%
IA
342
IFP Advisors
Florida
$168K +$137K +3,481 +2,486%
AssetMark Inc
343
AssetMark Inc
California
$156K +$2.99K +76 +2%
Bessemer Group
344
Bessemer Group
New Jersey
$150K -$74.4K -1,894 -37%
CI Investments Inc
345
CI Investments Inc
Ontario, Canada
$133K +$22.7K +577 +25%
CTC
346
Cetera Trust Company
Minnesota
$124K +$105K +2,675 New
ETC
347
Exchange Traded Concepts
Oklahoma
$123K -$14.5K -368 -12%
WT
348
Washington Trust
Rhode Island
$116K -$1.26K -32 -1%
C
349
Covestor
United Kingdom
$110K +$36K +915 +63%
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
$105K -$84.5K -2,151 -49%
12 13
14
15 16

CUBE Hedge Fund Activity: Q4 2023 in Review

437 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q4 2023, worth a combined $10.2B — up 21% from $8.47B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new CUBE positions and 39 closed out — a net gain of 26 holders — while 152 added to existing stakes and 174 trimmed.

The largest buyer was Norges Bank, adding an estimated $87.7M. The largest seller was Principal Financial Group, cutting an estimated $140M.

  • 437 institutional investors held CubeSmart (CUBE) as of Q4 2023, up from 414 in Q3 2023.
  • Funds reported $10.2B of CubeSmart stock for Q4 2023, up 21% quarter-over-quarter.
  • 65 funds opened new CubeSmart positions in Q4 2023 and 39 closed out, a net change of +26 holders.
  • The largest CubeSmart buyer in Q4 2023 was Norges Bank, an estimated $87.7M added.
  • The largest CubeSmart seller in Q4 2023 was Principal Financial Group, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2023.