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CubeSmart

389 hedge funds and large institutions have $12.2B invested in CubeSmart in 2021 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 163 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+60
Holders Change %
+18.24%
% of All Funds
6.01%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
93
Increased
163
Reduced
90
Closed
30
Calls
$17.5M
Puts
$3.92M
Net Calls
+$13.6M
Net Calls Change
-$4.39M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
351
Janiczek Wealth Management
Colorado
$19K
NSIM
352
North Star Investment Management
Illinois
$17K
QCG
353
Quadrant Capital Group
Ohio
$15K +$3.68K +64 +32%
FF
354
FourThought Financial
Florida
$13K
AA
355
Ancora Advisors
Ohio
$11K
BIA
356
Bell Investment Advisors
California
$11K +$495 +9 +5%
GC
357
Gould Capital
Washington
$11K +$11K +200 New
C
358
Covestor
United Kingdom
$10K +$10K +174 New
IAG
359
Investmark Advisory Group
Connecticut
$10K +$10K +185 New
SCA
360
Snowden Capital Advisors
New York
$9K +$9K +159 New
LF
361
Lee Financial
Texas
$8K +$8K +134 New
SPIA
362
Steward Partners Investment Advisory
New York
$7K
HWA
363
Heritage Wealth Advisors
Virginia
$6K +$6K +100 New
TFO
364
Tarbox Family Office
California
$5K
VNA
365
Valley National Advisers
Pennsylvania
$5K
IFAM
366
Institutional & Family Asset Management
Colorado
$5K
NIC
367
Northwest Investment Counselors
Oregon
$5K +$5K +86 New
AIC
368
Archer Investment Corporation
Indiana
$4.55K +$4.55K +80 New
FPS
369
Fieldpoint Private Securities
Connecticut
$4K
EARNEST Partners
370
EARNEST Partners
Georgia
$4K
PFBT
371
Parkside Financial Bank & Trust
Missouri
$4K
ATC
372
Adirondack Trust Company
New York
$4K +$4K +75 New
PCG
373
Private Capital Group
Connecticut
$3K
NFG
374
Next Financial Group
Texas
$3K +$207 +4 +7%
Federated Hermes
375
Federated Hermes
Pennsylvania
$2K -$667 -1 -25%