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CubeSmart
CUBE

Overview Fund Activity

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 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+24
Holders Change %
+5.81%
% of All Funds
6.41%
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
38
Calls
$6.15M
Puts
$4.72M
Net Calls
+$1.43M
Net Calls Change
+$17M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$445M
2
Morgan Stanley
Morgan Stanley
New York
$249M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$88.5M
4
RC
Resolution Capital
Australia
$184M
5
CIM
Centersquare Investment Management
Pennsylvania
$52.3M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$38.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$13M
3
LPC
Long Pond Capital
New York
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$652M
5
AllianceBernstein
AllianceBernstein
Tennessee
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
351
Colonial Trust
South Carolina
$94.3K -$123K -2,583 -56%
SS
352
Sunbelt Securities
Texas
$88.3K -$55.6K -1,199 -39%
EWP
353
Elevation Wealth Partners
California
$85.8K +$85.8K +2,250 New
TAM
354
Tucker Asset Management
Colorado
$65.4K -$9.64K -208 -13%
PTC
355
Private Trust Company
Ohio
$64.4K +$41.6K +898 +183%
QL
356
Quarry LP
New York
$63.1K +$59.9K +1,292 +1,846%
SPIA
357
Steward Partners Investment Advisory
New York
$57.8K -$89.5K -1,932 -61%
PA
358
PSI Advisors
Florida
$56.1K -$116K -2,500 -67%
QCG
359
Quadrant Capital Group
Ohio
$53.7K -$53.3K -1,150 -50%
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$48K -$6.02K -131 -11%
HWA
361
HHM Wealth Advisors
Tennessee
$48K +$16.6K +359 +53%
EBA
362
Eagle Bay Advisors
New York
$41K +$371 +8 +0.9%
FCA
363
FinTrust Capital Advisors
South Carolina
$40K +$3.15K +68 +9%
National Bank of Canada
364
National Bank of Canada
Quebec, Canada
$39.6K -$2.52M -52,776 -98%
CVA
365
Ceredex Value Advisors
Florida
$37.5K +$37.5K +800 New
HFM
366
Harvest Fund Management
China
$37K -$56.9K -1,239 -61%
EC
367
EntryPoint Capital
New York
$33.5K +$33.5K +723 New
S
368
SignatureFD
Georgia
$32.2K +$13.5K +292 +72%
WAG
369
Wiser Advisor Group
Arizona
$29.2K +$29.2K +631 New
FFA
370
Farther Finance Advisors
California
$29K +$7K +151 +32%
GI
371
GAMMA Investing
California
$28.2K +$28.2K +653 New
NA
372
NewEdge Advisors
Louisiana
$24.3K -$110K -2,365 -82%
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$24.3K -$2.41K -52 -9%
SWM
374
Spire Wealth Management
Virginia
$21.9K +$13.6K +300 +164%
NFSG
375
Newbridge Financial Services Group
Florida
$21.4K – – –
13 14
15
16 17