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CubeSmart
CUBE

Overview Fund Activity

362 hedge funds and large institutions have $11.1B invested in CubeSmart in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 131 increasing their positions, 143 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-27
Holders Change %
-6.94%
% of All Funds
5.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
47
Increased
131
Reduced
143
Closed
70
Calls
$8.47M
Puts
$1.99M
Net Calls
+$6.48M
Net Calls Change
-$7.09M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$443M
2
Capital Research Global Investors
Capital Research Global Investors
California
$137M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$124M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.67B
5
Principal Financial Group
Principal Financial Group
Iowa
$530M

Top Sellers

1
Millennium Management
Millennium Management
New York
$58M
2
BlackRock
BlackRock
New York
$988M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
5
RC
Resolution Capital
Australia
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
351
Endurance Wealth Management
Rhode Island
$2K – – –
SIS
352
Sound Income Strategies
Florida
$2K – – –
CWP
353
Concord Wealth Partners
Virginia
$2K – – –
LPWM
354
Lake Point Wealth Management
Texas
$2K +$1K +20 +100%
PCG
355
Private Capital Group
Connecticut
$1K -$1.26K -24 -56%
Federated Hermes
356
Federated Hermes
Pennsylvania
$1K -$500 -1 -33%
BWA
357
BDO Wealth Advisors
Florida
$1K – – –
APA
358
American Portfolios Advisors
New York
$937 -$260 -5 -22%
WC
359
Wexford Capital
Florida
$303 +$303 +5,831 New
Lord, Abbett & Co
360
Lord, Abbett & Co
New Jersey
– -$74.6M -1,310,000 Closed
Schroder Investment Management Group
361
Schroder Investment Management Group
United Kingdom
– -$65.8M -1,156,585 Closed
CGM
362
Capital Growth Management
Massachusetts
– -$23.9M -420,000 Closed
IM
363
Islet Management
New York
– -$19.9M -350,000 Closed
CA
364
Capitolis Advisors
New York
– -$18.7M -328,111 Closed
Marshall Wace
365
Marshall Wace
United Kingdom
– -$17.1M -300,632 Closed
CCM
366
CAAS Capital Management
New York
– -$16.3M -286,075 Closed
1832 Asset Management
367
1832 Asset Management
Ontario, Canada
– -$12.9M -223,498 Closed
Blackstone Inc
368
Blackstone Inc
New York
– -$8.54M -150,000 Closed
EP
369
Edgestream Partners
New Jersey
– -$7.33M -128,841 Closed
GCM
370
Ghisallo Capital Management
Massachusetts
– -$5.69M -100,000 Closed
CANY
371
Caxton Associates (New York)
New York
– -$2M -35,172 Closed
PI
372
PineBridge Investments
New York
– -$1.98M -34,738 Closed
N
373
Natixis
France
– -$1.86M -32,700 Closed
DTL
374
Dynamic Technology Lab
Singapore
– -$1.35M -23,695 Closed
OTL
375
Oak Thistle LLC
New York
– -$1.2M -21,155 Closed
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