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CubeSmart
CUBE

Overview Fund Activity

422 hedge funds and large institutions have $9.85B invested in CubeSmart in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 163 increasing their positions, 157 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-4
Holders Change %
-0.94%
% of All Funds
6.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
45
Increased
163
Reduced
157
Closed
45
Calls
$4.74M
Puts
$3.67M
Net Calls
+$1.08M
Net Calls Change
+$2.05M

Top Buyers

1
RC
Resolution Capital
Australia
$205M
2
Deutsche Bank
Deutsche Bank
Germany
$245M
3
CIM
Centersquare Investment Management
Pennsylvania
$51.9M
4
BlackRock
BlackRock
New York
$1.23B
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$46.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$242M
3
UBS AM
UBS AM
Illinois
$17.8M
4
Capital Research Global Investors
Capital Research Global Investors
California
$99.8M
5
Truist Financial
Truist Financial
North Carolina
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
326
Bessemer Group
New Jersey
$145K – – –
SS
327
Sunbelt Securities
Texas
$117K +$32.2K +712 +38%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
328
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$113K -$1.2M -26,500 -91%
WT
329
Washington Trust
Rhode Island
$113K – – –
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$110K +$14K +311 +15%
EWP
331
Elevation Wealth Partners
California
$102K – – –
C
332
Covestor
United Kingdom
$94K -$24.5K -545 -21%
GI
333
GAMMA Investing
California
$70.3K +$41.2K +912 +142%
HFM
334
Harvest Fund Management
China
$66K -$21.2K -473 -24%
AFWM
335
Abich Financial Wealth Management
Virginia
$65.1K +$64.4K +1,425 +8,906%
IA
336
IFP Advisors
Florida
$62.6K -$118K -2,618 -65%
ACM
337
AEW Capital Management
Massachusetts
$58.7K -$3.28M -72,632 -98%
PA
338
PSI Advisors
Florida
$54.7K – – –
CFM
339
Catalyst Funds Management
Australia
$54.2K +$54.2K +1,200 New
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$54K +$1.75K +39 +3%
QCG
341
Quadrant Capital Group
Ohio
$54K -$2.12K -47 -4%
QL
342
Quarry LP
New York
$51.7K +$34.2K +757 +196%
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$49.4K – – –
SPIA
344
Steward Partners Investment Advisory
New York
$47.3K -$858 -19 -2%
HWA
345
HHM Wealth Advisors
Tennessee
$46.8K – – –
GRP
346
Global Retirement Partners
California
$39K +$33.8K +749 +657%
Group One Trading
347
Group One Trading
Illinois
$37.3K -$18.7K -415 -33%
AWM
348
Avior Wealth Management
Nebraska
$35.9K +$1.31K +29 +4%
FCA
349
FinTrust Capital Advisors
South Carolina
$35.1K -$2.21K -49 -6%
S
350
SignatureFD
Georgia
$34.7K +$3.12K +69 +10%
12 13
14
15 16