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CubeSmart

448 hedge funds and large institutions have $11.8B invested in CubeSmart in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 174 increasing their positions, 150 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $5.44M | Put options by funds: $1.6M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

19% more capital invested

Capital invested by funds: $9.84B → $11.8B (+$1.92B)

16% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 150

6% more funds holding

Funds holding: 422448 (+26)

0.19% more ownership

Funds ownership: 96.89%97.09% (+0.19%)

Holders
448
Holders Change
+26
Holders Change %
+6.16%
% of All Funds
6.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
63
Increased
174
Reduced
150
Closed
34
Calls
$5.44M
Puts
$1.6M
Net Calls
+$3.84M
Net Calls Change
+$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
326
Jump Financial
Illinois
$256K -$746K -15,029 -76%
GT
327
Greenleaf Trust
Michigan
$256K +$2.38K +48 +1%
FI
328
FWG Investments
Kentucky
$244K +$225K +4,534 New
SG Americas Securities
329
SG Americas Securities
New York
$244K -$1.82M -36,606 -89%
Mercer Global Advisors
330
Mercer Global Advisors
Colorado
$231K +$217K +4,362 New
CSPIA
331
Cary Street Partners Investment Advisory
Virginia
$227K +$209K +4,209 New
SI
332
Stephens Inc
Arkansas
$226K +$209K +4,200 New
HFM
333
Harvest Fund Management
China
$225K +$134K +2,703 +184%
CRWM
334
Castle Rock Wealth Management
California
$224K +$219K +4,417 New
CI Investments Inc
335
CI Investments Inc
Ontario, Canada
$219K -$13.1K -263 -6%
AFG
336
Atomi Financial Group
New York
$219K +$202K +4,066 New
CL
337
Choreo LLC
Illinois
$215K +$200K +4,024 New
HCMG
338
Howard Capital Management Group
California
$212K +$196K +3,946 New
SW
339
Simplicity Wealth
New Jersey
$208K +$191K +3,856 New
FTDI
340
First Trust Direct Indexing
Massachusetts
$204K +$188K +3,795 New
VEA
341
Virtus ETF Advisers
New York
$194K -$28.2K -568 -14%
AssetMark Inc
342
AssetMark Inc
California
$192K +$7.99K +161 +5%
Bessemer Group
343
Bessemer Group
New Jersey
$177K +$3.33K +67 +2%
GM
344
GeoWealth Management
Illinois
$142K +$131K +2,645 New
ETC
345
Exchange Traded Concepts
Oklahoma
$140K -$43.8K -882 -25%
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$136K +$5.11K +103 +4%
WT
347
Washington Trust
Rhode Island
$135K
GI
348
GAMMA Investing
California
$128K +$40.7K +819 +53%
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$126K +$88.6K +1,784 +317%
EWP
350
Elevation Wealth Partners
California
$121K