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CubeSmart
CUBE

427 hedge funds and large institutions have $9.82B invested in CubeSmart in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 164 increasing their positions, 140 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 140

4% less capital invested

Capital invested by funds: $10.2B → $9.82B (-$405M)

9% less call options, than puts

Call options by funds: $9.86M | Put options by funds: $10.8M

1.53% less ownership

Funds ownership: 98.06% → 96.53% (-1.5%)

2% less funds holding

Funds holding: 437 → 427 (-10)

14% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

100% less funds holding in top 10

Funds holding in top 10: 4 → 0 (-4)

Holders
427
Holders Change
-10
Holders Change %
-2.29%
% of All Funds
6.15%
Holding in Top 10
–
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
–
New
50
Increased
164
Reduced
140
Closed
58
Calls
$9.86M
Puts
$10.8M
Net Calls
-$969K
Net Calls Change
-$2.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$138M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$75.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$69.4M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$53.4M
5
TCM
TimesSquare Capital Management
New York
+$47.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$119M
2
Invesco
Invesco
Georgia
-$65.4M
3
CIM
Centersquare Investment Management
Pennsylvania
-$52.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$50.8M
5
State Street
State Street
Massachusetts
-$50.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
326
Mercer Global Advisors
Colorado
$208K +$204K +4,605 New
KBC Group
327
KBC Group
Belgium
$207K +$21K +474 +12%
IA
328
Inspire Advisors
Idaho
$207K +$7.71K +174 +4%
CT
329
Colonial Trust
South Carolina
$195K +$102K +2,300 +116%
AAM
330
Advisors Asset Management
Colorado
$191K -$88.1K -1,988 -32%
IA
331
IFP Advisors
Florida
$181K +$16.9K +381 +11%
VEA
332
Virtus ETF Advisers
New York
$179K -$55.5K -1,251 -24%
CI Investments Inc
333
CI Investments Inc
Ontario, Canada
$178K +$47.3K +1,066 +37%
HCA
334
Harbor Capital Advisors
Illinois
$167K +$164K +3,703 New
AssetMark Inc
335
AssetMark Inc
California
$152K -$798 -18 -0.5%
Bessemer Group
336
Bessemer Group
New Jersey
$145K – – –
C
337
Covestor
United Kingdom
$119K +$12.3K +278 +12%
ETC
338
Exchange Traded Concepts
Oklahoma
$119K -$709 -16 -0.6%
WT
339
Washington Trust
Rhode Island
$113K – – –
EWP
340
Elevation Wealth Partners
California
$102K – – –
Fifth Third Bancorp
341
Fifth Third Bancorp
Ohio
$95.6K -$6.7K -151 -7%
HFM
342
Harvest Fund Management
China
$88K +$50.5K +1,138 +141%
SS
343
Sunbelt Securities
Texas
$84.7K -$1.37K -31 -2%
PTC
344
Private Trust Company
Ohio
$68.9K +$5.94K +134 +10%
TAM
345
Tucker Asset Management
Colorado
$63.9K – – –
QCG
346
Quadrant Capital Group
Ohio
$56.2K +$3.72K +84 +7%
Group One Trading
347
Group One Trading
Illinois
$56.1K +$55K +1,240 New
PA
348
PSI Advisors
Florida
$54.7K – – –
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$53K +$5.23K +118 +11%
CIBC Private Wealth Group
350
CIBC Private Wealth Group
Georgia
$49.8K +$49K +1,105 New
12 13
14
15 16

CUBE Hedge Fund Activity: Q1 2024 in Review

427 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q1 2024, worth a combined $9.82B — down 4% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of CUBE and 50 opened new positions — a net loss of 8 holders — while 140 trimmed existing stakes and 164 added.

The largest buyer was Fidelity Investments, adding an estimated $138M. The largest seller was Morgan Stanley, cutting an estimated $119M.

  • 427 institutional investors held CubeSmart (CUBE) as of Q1 2024, down from 437 in Q4 2023.
  • Funds reported $9.82B of CubeSmart stock for Q1 2024, down 4% quarter-over-quarter.
  • 50 funds opened new CubeSmart positions in Q1 2024 and 58 closed out, a net change of -8 holders.
  • The largest CubeSmart buyer in Q1 2024 was Fidelity Investments, an estimated $138M added.
  • The largest CubeSmart seller in Q1 2024 was Morgan Stanley, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2024.