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CubeSmart
CUBE

Overview Fund Activity

446 hedge funds and large institutions have $11.3B invested in CubeSmart in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+24
Holders Change %
+5.69%
% of All Funds
6.45%
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
173
Reduced
149
Closed
36
Calls
$5.44M
Puts
$1.6M
Net Calls
+$3.84M
Net Calls Change
+$2.76M

Top Buyers

1
BlackRock
BlackRock
New York
$1.53B
2
UBS AM
UBS AM
Illinois
$90.2M
3
Capital World Investors
Capital World Investors
California
$55.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$367M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$274M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$48.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$888M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$212M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$61M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
326
FWG Investments
Kentucky
$244K +$244K +4,534 New
SG Americas Securities
327
SG Americas Securities
New York
$244K -$1.97M -36,606 -89%
Mercer Global Advisors
328
Mercer Global Advisors
Colorado
$231K +$231K +4,362 New
CSPIA
329
Cary Street Partners Investment Advisory
Virginia
$227K +$227K +4,209 New
SI
330
Stephens Inc
Arkansas
$226K +$226K +4,200 New
HFM
331
Harvest Fund Management
China
$225K +$146K +2,703 +184%
CRWM
332
Castle Rock Wealth Management
California
$224K +$224K +4,417 New
CI Investments Inc
333
CI Investments Inc
Ontario, Canada
$219K -$14.2K -263 -6%
AFG
334
Atomi Financial Group
New York
$219K +$219K +4,066 New
CL
335
Choreo LLC
Illinois
$215K +$215K +4,024 New
HCMG
336
Howard Capital Management Group
California
$212K +$212K +3,946 New
SW
337
Simplicity Wealth
New Jersey
$208K +$208K +3,856 New
FTDI
338
First Trust Direct Indexing
Massachusetts
$204K +$204K +3,795 New
VEA
339
Virtus ETF Advisers
New York
$194K -$30.6K -568 -14%
AssetMark Inc
340
AssetMark Inc
California
$192K +$8.67K +161 +5%
Bessemer Group
341
Bessemer Group
New Jersey
$177K +$3.61K +67 +2%
GM
342
GeoWealth Management
Illinois
$142K +$142K +2,645 New
ETC
343
Exchange Traded Concepts
Oklahoma
$140K -$47.5K -882 -25%
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$136K +$5.54K +103 +4%
WT
345
Washington Trust
Rhode Island
$135K – – –
GI
346
GAMMA Investing
California
$128K +$44.1K +819 +53%
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$126K +$96.1K +1,784 +317%
EWP
348
Elevation Wealth Partners
California
$121K – – –
SWS
349
SYSTM Wealth Solutions
Illinois
$112K -$4M -74,385 -97%
OA
350
Operose Advisors
Wisconsin
$91K +$91K +1,690 New
12 13
14
15 16