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CubeSmart
CUBE

437 hedge funds and large institutions have $10.2B invested in CubeSmart in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 152 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 39

30% more call options, than puts

Call options by funds: $6.15M | Put options by funds: $4.72M

21% more capital invested

Capital invested by funds: $8.47B → $10.2B (+$1.76B)

6% more funds holding

Funds holding: 414 → 437 (+23)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.63% less ownership

Funds ownership: 98.69% → 98.06% (-0.63%)

13% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 174

Holders
437
Holders Change
+23
Holders Change %
+5.56%
% of All Funds
6.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
65
Increased
152
Reduced
174
Closed
39
Calls
$6.15M
Puts
$4.72M
Net Calls
+$1.43M
Net Calls Change
+$17M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$87.7M
2
Morgan Stanley
Morgan Stanley
New York
+$82.9M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$75M
4
RC
Resolution Capital
Australia
+$53M
5
CIM
Centersquare Investment Management
Pennsylvania
+$39.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$140M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$74.9M
3
LPC
Long Pond Capital
New York
-$60.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.3M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$44M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
351
Colonial Trust
South Carolina
$94.3K -$101K -2,583 -56%
SS
352
Sunbelt Securities
Texas
$88.3K -$47.1K -1,199 -39%
EWP
353
Elevation Wealth Partners
California
$85.8K +$88.4K +2,250 New
TAM
354
Tucker Asset Management
Colorado
$65.4K -$8.17K -208 -13%
PTC
355
Private Trust Company
Ohio
$64.4K +$35.3K +898 +183%
QL
356
Quarry LP
New York
$63.1K +$50.8K +1,292 +1,846%
SPIA
357
Steward Partners Investment Advisory
New York
$57.8K -$75.9K -1,932 -61%
PA
358
PSI Advisors
Florida
$56.1K -$98.2K -2,500 -67%
QCG
359
Quadrant Capital Group
Ohio
$53.7K -$45.2K -1,150 -50%
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$48K -$5.15K -131 -11%
HWA
361
HHM Wealth Advisors
Tennessee
$48K +$14.1K +359 +53%
EBA
362
Eagle Bay Advisors
New York
$41K +$314 +8 +0.9%
FCA
363
FinTrust Capital Advisors
South Carolina
$40K +$2.67K +68 +9%
National Bank of Canada
364
National Bank of Canada
Quebec, Canada
$39.6K -$2.07M -52,776 -98%
CVA
365
Ceredex Value Advisors
Florida
$37.5K +$31.4K +800 New
HFM
366
Harvest Fund Management
China
$37K -$48.7K -1,239 -61%
EC
367
EntryPoint Capital
New York
$33.5K +$28.4K +723 New
S
368
SignatureFD
Georgia
$32.2K +$11.5K +292 +72%
WAG
369
Wiser Advisor Group
Arizona
$29.2K +$24.8K +631 New
FFA
370
Farther Finance Advisors
California
$29K +$5.93K +151 +32%
GI
371
GAMMA Investing
California
$28.2K +$25.7K +653 New
NA
372
NewEdge Advisors
Louisiana
$24.3K -$92.9K -2,365 -82%
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$24.3K -$2.04K -52 -9%
SWM
374
Spire Wealth Management
Virginia
$21.9K +$11.8K +300 +164%
NFSG
375
Newbridge Financial Services Group
Florida
$21.4K – – –
13 14
15
16 17

CUBE Hedge Fund Activity: Q4 2023 in Review

437 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q4 2023, worth a combined $10.2B — up 21% from $8.47B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new CUBE positions and 39 closed out — a net gain of 26 holders — while 152 added to existing stakes and 174 trimmed.

The largest buyer was Norges Bank, adding an estimated $87.7M. The largest seller was Principal Financial Group, cutting an estimated $140M.

  • 437 institutional investors held CubeSmart (CUBE) as of Q4 2023, up from 414 in Q3 2023.
  • Funds reported $10.2B of CubeSmart stock for Q4 2023, up 21% quarter-over-quarter.
  • 65 funds opened new CubeSmart positions in Q4 2023 and 39 closed out, a net change of +26 holders.
  • The largest CubeSmart buyer in Q4 2023 was Norges Bank, an estimated $87.7M added.
  • The largest CubeSmart seller in Q4 2023 was Principal Financial Group, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2023.