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CubeSmart
CUBE

Overview Fund Activity

446 hedge funds and large institutions have $11.3B invested in CubeSmart in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+24
Holders Change %
+5.69%
% of All Funds
6.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
63
Increased
173
Reduced
149
Closed
36
Calls
$5.44M
Puts
$1.6M
Net Calls
+$3.84M
Net Calls Change
+$2.76M

Top Buyers

1
BlackRock
BlackRock
New York
$1.53B
2
UBS AM
UBS AM
Illinois
$90.2M
3
Capital World Investors
Capital World Investors
California
$55.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$367M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$274M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$48.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$888M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$212M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$61M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
351
Covestor
United Kingdom
$85K -$28.8K -529 -25%
Simplex Trading
352
Simplex Trading
Illinois
$85K +$85K +1,584 New
AIM
353
Anchor Investment Management
South Carolina
$78.7K +$78.7K +1,462 New
QL
354
Quarry LP
New York
$73.8K +$12.2K +227 +20%
QCG
355
Quadrant Capital Group
Ohio
$72.6K +$8.24K +153 +13%
AFWM
356
Abich Financial Wealth Management
Virginia
$71.4K -$6.19K -115 -8%
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$71K +$6.6K +123 +10%
ACM
358
AEW Capital Management
Massachusetts
$70K – – –
HT
359
Headlands Technologies
Illinois
$65.6K +$65.6K +1,218 New
CIBC Private Wealth Group
360
CIBC Private Wealth Group
Georgia
$63.5K +$4.04K +75 +7%
Loomis, Sayles & Company
361
Loomis, Sayles & Company
Massachusetts
$63K +$61.1K +1,127 +3,131%
BIG
362
Brooklyn Investment Group
New York
$59.2K +$59.2K +1,100 New
SPIA
363
Steward Partners Investment Advisory
New York
$57.1K +$753 +14 +1%
HWA
364
HHM Wealth Advisors
Tennessee
$55.7K – – –
PA
365
Parallel Advisors
California
$51.8K +$22.9K +425 +79%
ABWM
366
Alpine Bank Wealth Management
Colorado
$48.8K +$48.8K +907 New
AWM
367
Avior Wealth Management
Nebraska
$44.9K +$2.15K +40 +5%
FCA
368
FinTrust Capital Advisors
South Carolina
$44.2K +$2.42K +45 +6%
CFM
369
Catalyst Funds Management
Australia
$43.1K -$21.5K -400 -33%
SS
370
Sunbelt Securities
Texas
$41.3K -$97.9K -1,818 -70%
S
371
SignatureFD
Georgia
$41.1K -$323 -6 -0.8%
GRP
372
Global Retirement Partners
California
$40.1K -$6.41K -119 -14%
WAG
373
Wiser Advisor Group
Arizona
$35.1K +$323 +6 +0.9%
PFG
374
Peterson Financial Group
Iowa
$32.8K +$32.8K +609 New
UB
375
UMB Bank
Missouri
$31.8K +$23.9K +444 +302%
13 14
15
16 17