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CubeSmart
CUBE

Overview Fund Activity

426 hedge funds and large institutions have $9.82B invested in CubeSmart in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 164 increasing their positions, 140 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-11
Holders Change %
-2.52%
% of All Funds
6.18%
Holding in Top 10
–
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
–
New
49
Increased
164
Reduced
140
Closed
58
Calls
$9.86M
Puts
$10.8M
Net Calls
-$969K
Net Calls Change
-$2.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$776M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$82.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$83.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$257M
5
TCM
5
TimesSquare Capital Management
New York
$48.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$121M
2
Invesco
2
Invesco
Georgia
$162M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$230M
5
State Street
5
State Street
Massachusetts
$519M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
351
HHM Wealth Advisors
Tennessee
$46.8K – – –
LFG
352
Larson Financial Group
Missouri
$45.2K +$45.2K +1,000 New
EBA
353
Eagle Bay Advisors
New York
$40.8K +$320 +7 +0.8%
FCA
354
FinTrust Capital Advisors
South Carolina
$37.3K -$1.67K -37 -4%
National Bank of Canada
355
National Bank of Canada
Quebec, Canada
$36.1K +$683 +16 +2%
AWM
356
Avior Wealth Management
Nebraska
$34.6K +$34.6K +765 New
S
357
SignatureFD
Georgia
$31.7K +$226 +5 +0.7%
PA
358
Parallel Advisors
California
$30.5K +$17.5K +387 +135%
GI
359
GAMMA Investing
California
$29.1K -$407 -9 -1%
WAG
360
Wiser Advisor Group
Arizona
$28.8K +$272 +6 +1%
CFGS
361
Concourse Financial Group Securities
Alabama
$26.5K +$20.5K +448 +339%
RA
362
Rise Advisors
New York
$26K +$26K +574 New
MG
363
Mather Group
Illinois
$25.8K +$25.8K +556 New
Northwestern Mutual Wealth Management
364
Northwestern Mutual Wealth Management
Wisconsin
$24.8K +$1.13K +25 +5%
SWM
365
Spire Wealth Management
Virginia
$21.8K – – –
MA
366
Montag & Associates
Georgia
$21.6K +$21.6K +472 New
AF
367
Allworth Financial
California
$20.7K – – –
JWM
368
Janiczek Wealth Management
Colorado
$19K – – –
BONH
369
Bank of New Hampshire
New Hampshire
$18.8K – – –
JGIA
370
Jackson Grant Investment Advisers
Connecticut
$18.1K – – –
QL
371
Quarry LP
New York
$17.5K -$44.1K -975 -72%
CA
372
Centerpoint Advisors
Massachusetts
$16K – – –
LC
373
Lindbrook Capital
California
$15.7K +$995 +22 +7%
KFS
374
Kelly Financial Services
Massachusetts
$14.6K +$8.86K +196 +156%
RTC
375
Riverview Trust Company
Washington
$14.5K +$14.5K +320 New
13 14
15
16 17