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CubeSmart
CUBE

Overview Fund Activity

422 hedge funds and large institutions have $9.85B invested in CubeSmart in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 163 increasing their positions, 157 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-4
Holders Change %
-0.94%
% of All Funds
6.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
45
Increased
163
Reduced
157
Closed
45
Calls
$4.74M
Puts
$3.67M
Net Calls
+$1.08M
Net Calls Change
+$2.05M

Top Buyers

1
RC
Resolution Capital
Australia
$205M
2
Deutsche Bank
Deutsche Bank
Germany
$245M
3
CIM
Centersquare Investment Management
Pennsylvania
$51.9M
4
BlackRock
BlackRock
New York
$1.23B
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$46.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$242M
3
UBS AM
UBS AM
Illinois
$17.8M
4
Capital Research Global Investors
Capital Research Global Investors
California
$99.8M
5
Truist Financial
Truist Financial
North Carolina
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
351
Ashton Thomas Private Wealth
Arizona
$32.8K +$32.8K +726 New
WAG
352
Wiser Advisor Group
Arizona
$29.1K +$406 +9 +1%
TAM
353
Tucker Asset Management
Colorado
$26.9K -$36.9K -816 -58%
RA
354
Rise Advisors
New York
$26.2K +$316 +7 +1%
CFGS
355
Concourse Financial Group Securities
Alabama
$26.2K – – –
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$25.5K +$633 +14 +3%
WT
357
Whittier Trust
California
$25.2K +$14.6K +323 +137%
MG
358
Mather Group
Illinois
$24.5K -$678 -15 -3%
PA
359
Parallel Advisors
California
$24.3K -$6.19K -137 -20%
AF
360
Allworth Financial
California
$23.2K +$1.25K +26 +6%
SWM
361
Spire Wealth Management
Virginia
$21.8K – – –
MA
362
Montag & Associates
Georgia
$21.3K – – –
JWM
363
Janiczek Wealth Management
Colorado
$19K – – –
BONH
364
Bank of New Hampshire
New Hampshire
$18.7K – – –
EBA
365
Eagle Bay Advisors
New York
$18.5K -$21.8K -483 -54%
JGIA
366
Jackson Grant Investment Advisers
Connecticut
$18.1K – – –
LC
367
Lindbrook Capital
California
$17.8K +$2.12K +47 +14%
HNB
368
Huntington National Bank
Ohio
$16.3K +$8.83K +196 +118%
KFS
369
Kelly Financial Services
Massachusetts
$16.2K +$1.63K +36 +11%
WTC
370
WhitTier Trust Company
Nevada
$15.4K +$12.6K +280 +459%
CA
371
Centerpoint Advisors
Massachusetts
$15K -$175 -4 -1%
RTC
372
Riverview Trust Company
Washington
$14.5K – – –
FFA
373
Farther Finance Advisors
California
$13.6K +$1.27K +29 +10%
SC
374
SouthState Corp
Florida
$13.6K – – –
NSIM
375
North Star Investment Management
Illinois
$13.6K – – –
13 14
15
16 17