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CubeSmart
CUBE

Overview Fund Activity

458 hedge funds and large institutions have $9.41B invested in CubeSmart in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 168 increasing their positions, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+12
Holders Change %
+2.69%
% of All Funds
6.1%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
67
Increased
168
Reduced
158
Closed
44
Calls
$3.14M
Puts
$2.45M
Net Calls
+$693K
Net Calls Change
-$3.15M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$126M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$110M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$288M
4
UBS Group
4
UBS Group
Switzerland
$66.9M
5
Northern Trust
5
Northern Trust
Illinois
$161M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$576M
2
Deutsche Bank
2
Deutsche Bank
Germany
$117M
3
RC
3
Resolution Capital
Australia
$129M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$4.38M
5
Invesco
5
Invesco
Georgia
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
326
Vident Advisory
Georgia
$277K -$147K -3,427 -35%
MA
327
Mutual Advisors
Nebraska
$276K -$10.3K -249 -4%
WS
328
Wedbush Securities
California
$273K -$39.3K -919 -13%
Mirae Asset Global Investments
329
Mirae Asset Global Investments
South Korea
$268K -$104K -2,448 -28%
PA
330
PharVision Advisers
Florida
$261K +$261K +6,094 New
Cerity Partners
331
Cerity Partners
New York
$251K -$35.1K -709 -12%
PWAM
332
Papamarkou Wellner Asset Management
New York
$249K +$249K +5,800 New
MYAM
333
Meiji Yasuda Asset Management
Japan
$237K – – –
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$234K -$11.7K -274 -5%
PA
335
Profund Advisors
Maryland
$232K -$31.5K -734 -12%
ECM
336
Everence Capital Management
Indiana
$231K +$231K +5,380 New
TWPM
337
Total Wealth Planning & Management
Florida
$229K +$229K +5,349 New
RG
338
Renaissance Group
Kentucky
$223K -$9.53K -225 -4%
QL
339
Quarry LP
New York
$223K +$164K +3,825 +279%
Rafferty Asset Management
340
Rafferty Asset Management
New York
$221K -$1.16K -27 -0.5%
SCM
341
Stevens Capital Management
Pennsylvania
$220K +$220K +5,129 New
WAM
342
Weiss Asset Management
Massachusetts
$220K +$220K +5,131 New
VF
343
Virtu Financial
New York
$213K -$238K -5,556 -53%
KAS
344
Kestra Advisory Services
Texas
$209K +$209K +4,871 New
FRM
345
Fox Run Management
Connecticut
$206K +$206K +4,798 New
KFS
346
Kaizen Financial Strategies
California
$205K -$17.1K -399 -8%
GT
347
Greenleaf Trust
Michigan
$204K +$600 +14 +0.3%
CI Investments Inc
348
CI Investments Inc
Ontario, Canada
$188K +$13.8K +323 +8%
KI
349
Kapitalo Investimentos
Brazil
$181K +$181K +4,220 New
GFM
350
GF Fund Management
China
$175K +$175K +4,092 New
12 13
14
15 16