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CubeSmart

422 hedge funds and large institutions have $9.84B 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 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $4.74M | Put options by funds: $3.67M

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 157

0.36% more ownership

Funds ownership: 96.53%96.89% (+0.36%)

0% more capital invested

Capital invested by funds: $9.82B → $9.84B (+$21.6M)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

1% less funds holding

Funds holding: 427422 (-5)

Holders
422
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
6.09%
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
46
Calls
$4.74M
Puts
$3.67M
Net Calls
+$1.08M
Net Calls Change
+$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
351
Ashton Thomas Private Wealth
Arizona
$32.8K +$31.3K +726 New
WAG
352
Wiser Advisor Group
Arizona
$29.1K +$388 +9 +1%
TAM
353
Tucker Asset Management
Colorado
$26.9K -$35.2K -816 -58%
RA
354
Rise Advisors
New York
$26.2K +$302 +7 +1%
CFGS
355
Concourse Financial Group Securities
Alabama
$26.2K
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$25.5K +$604 +14 +3%
WT
357
Whittier Trust
California
$25.2K +$13.9K +323 +137%
MG
358
Mather Group
Illinois
$24.5K -$647 -15 -3%
PA
359
Parallel Advisors
California
$24.3K -$5.91K -137 -20%
AF
360
Allworth Financial
California
$23.2K +$1.12K +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 -$20.8K -483 -54%
JGIA
366
Jackson Grant Investment Advisers
Connecticut
$18.1K
LC
367
Lindbrook Capital
California
$17.8K +$2.03K +47 +14%
HNB
368
Huntington National Bank
Ohio
$16.3K +$8.45K +196 +118%
KFS
369
Kelly Financial Services
Massachusetts
$16.2K +$1.55K +36 +11%
WTC
370
WhitTier Trust Company
Nevada
$15.4K +$12.1K +280 +459%
CA
371
Centerpoint Advisors
Massachusetts
$15K -$173 -4 -1%
RTC
372
Riverview Trust Company
Washington
$14.5K
FFA
373
Farther Finance Advisors
California
$13.6K +$1.25K +29 +10%
GWM
374
Geneos Wealth Management
Colorado
$13.6K
NSIM
375
North Star Investment Management
Illinois
$13.6K

CUBE Hedge Fund Activity: Q2 2024 in Review

422 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q2 2024, worth a combined $9.84B — up 0.22% from $9.82B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of CUBE and 45 opened new positions — a net loss of 1 holder — while 157 trimmed existing stakes and 163 added.

The largest buyer was Resolution Capital, adding an estimated $67M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $142M sold.

  • 422 institutional investors held CubeSmart (CUBE) as of Q2 2024, down from 427 in Q1 2024.
  • Funds reported $9.84B of CubeSmart stock for Q2 2024, up 0.22% quarter-over-quarter.
  • 45 funds opened new CubeSmart positions in Q2 2024 and 46 closed out, a net change of -1 holder.
  • The largest CubeSmart buyer in Q2 2024 was Resolution Capital, an estimated $67M added.
  • The largest CubeSmart seller in Q2 2024 was Massachusetts Financial Services, an estimated $142M sold.

Based on aggregated 13F filings for Q2 2024.