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CubeSmart
CUBE

Overview Fund Activity

411 hedge funds and large institutions have $10B invested in CubeSmart in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 145 increasing their positions, 147 reducing their positions, and 37 closing their positions.

Holders
411
Holders Change
+14
Holders Change %
+3.53%
% of All Funds
6.48%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
53
Increased
145
Reduced
147
Closed
37
Calls
$3.83M
Puts
$23M
Net Calls
-$19.2M
Net Calls Change
-$51.8M

Top Buyers

1
RC
1
Resolution Capital
Australia
$184M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$306M
3
Prudential Financial
3
Prudential Financial
New Jersey
$52.4M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$42.6M
5
CCM
5
Copeland Capital Management
Pennsylvania
$25.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$730M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$391M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$5.73M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$183M
5
PI
5
PGGM Investments
Netherlands
$68M
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
351
Huntington National Bank
Ohio
$34.4K 770 +8 +1%
AF
352
Allworth Financial
California
$33.7K 754 -16 -2%
BONH
353
Bank of New Hampshire
New Hampshire
$30.6K 685 – –
HWA
354
HHM Wealth Advisors
Tennessee
$30.2K 676 – –
PA
355
Parallel Advisors
California
$26.5K 593 +279 +89%
SC
356
SouthState Corp
Florida
$23.9K 536 – –
S
357
SignatureFD
Georgia
$23.5K 526 +16 +3%
PTC
358
Private Trust Company
Ohio
$21.9K 491 – –
CAL
359
Capital Analysts LLC
Pennsylvania
$21K 473 +3 +0.6%
NFSG
360
Newbridge Financial Services Group
Florida
$20.6K 462 +3 +0.7%
IA
361
IFP Advisors
Florida
$19.5K 437 +387 +774%
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$18K 404 +1 +0.2%
JGIA
363
Jackson Grant Investment Advisers
Connecticut
$17.9K 400 – –
VSQM
364
V-Square Quantitative Management
Illinois
$17.8K 399 +399 New
LC
365
Lindbrook Capital
California
$15K 336 – –
CA
366
Centerpoint Advisors
Massachusetts
$15K 346 +346 New
RTC
367
Riverview Trust Company
Washington
$14.3K 320 – –
FCAG
368
First Capital Advisors Group
New Jersey
$13.8K 310 +310 New
JWM
369
Janiczek Wealth Management
Colorado
$13.5K 302 – –
VAG
370
VisionPoint Advisory Group
Texas
$13.4K 301 +301 New
NSIM
371
North Star Investment Management
Illinois
$13.4K 300 – –
MCM
372
Manchester Capital Management
Vermont
$12.6K 282 +80 +40%
MAM
373
Marquette Asset Management
Minnesota
$11.3K 253 +253 New
FFA
374
Farther Finance Advisors
California
$10.7K 240 – –
CTC
375
Central Trust Company
Missouri
$9.83K 220 +220 New
13 14
15
16 17