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CubeSmart

459 hedge funds and large institutions have $9.42B invested in CubeSmart in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 170 increasing their positions, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

28% more call options, than puts

Call options by funds: $3.14M | Put options by funds: $2.45M

2% more funds holding

Funds holding: 448459 (+11)

8% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 158

0.16% more ownership

Funds ownership: 97.09%97.25% (+0.16%)

20% less capital invested

Capital invested by funds: $11.8B → $9.42B (-$2.34B)

Holders
459
Holders Change
+11
Holders Change %
+2.46%
% of All Funds
6.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
66
Increased
170
Reduced
158
Closed
44
Calls
$3.14M
Puts
$2.45M
Net Calls
+$693K
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
326
Two Sigma Securities
New York
$282K +$315K +6,572 New
VA
327
Vident Advisory
Georgia
$277K -$164K -3,427 -35%
MA
328
Mutual Advisors
Nebraska
$276K -$11.9K -249 -4%
WS
329
Wedbush Securities
California
$273K -$44.1K -919 -13%
Mirae Asset Global Investments
330
Mirae Asset Global Investments
South Korea
$268K -$117K -2,448 -28%
PA
331
PharVision Advisers
Florida
$261K +$292K +6,094 New
Cerity Partners
332
Cerity Partners
New York
$251K -$34K -709 -12%
PWAM
333
Papamarkou Wellner Asset Management
New York
$249K +$278K +5,800 New
MYAM
334
Meiji Yasuda Asset Management
Japan
$237K
CAPTRUST Financial Advisors
335
CAPTRUST Financial Advisors
North Carolina
$234K -$13.1K -274 -5%
PA
336
Profund Advisors
Maryland
$232K -$35.2K -734 -12%
ECM
337
Everence Capital Management
Indiana
$231K +$258K +5,380 New
TWPM
338
Total Wealth Planning & Management
Florida
$229K +$256K +5,349 New
RG
339
Renaissance Group
Kentucky
$223K -$10.8K -225 -4%
QL
340
Quarry LP
New York
$223K +$183K +3,825 +279%
Rafferty Asset Management
341
Rafferty Asset Management
New York
$221K -$1.29K -27 -0.5%
SCM
342
Stevens Capital Management
Pennsylvania
$220K +$246K +5,129 New
WAM
343
Weiss Asset Management
Massachusetts
$220K +$246K +5,131 New
VF
344
Virtu Financial
New York
$213K -$266K -5,556 -53%
KAS
345
Kestra Advisory Services
Texas
$209K +$234K +4,871 New
FRM
346
Fox Run Management
Connecticut
$206K +$230K +4,798 New
KFS
347
Kaizen Financial Strategies
California
$205K -$19.1K -399 -8%
GT
348
Greenleaf Trust
Michigan
$204K +$671 +14 +0.3%
CI Investments Inc
349
CI Investments Inc
Ontario, Canada
$188K +$15.5K +323 +8%
KI
350
Kapitalo Investimentos
Brazil
$181K +$202K +4,220 New