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CubeSmart

448 hedge funds and large institutions have $11.8B invested in CubeSmart in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 174 increasing their positions, 150 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $5.44M | Put options by funds: $1.6M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

19% more capital invested

Capital invested by funds: $9.84B → $11.8B (+$1.92B)

16% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 150

6% more funds holding

Funds holding: 422448 (+26)

0.19% more ownership

Funds ownership: 96.89%97.09% (+0.19%)

Holders
448
Holders Change
+26
Holders Change %
+6.16%
% of All Funds
6.43%
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
174
Reduced
150
Closed
34
Calls
$5.44M
Puts
$1.6M
Net Calls
+$3.84M
Net Calls Change
+$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
SWS
351
SYSTM Wealth Solutions
Illinois
$112K -$3.69M -74,385 -97%
OA
352
Operose Advisors
Wisconsin
$91K +$83.9K +1,690 New
C
353
Covestor
United Kingdom
$85K -$26.3K -529 -25%
Simplex Trading
354
Simplex Trading
Illinois
$85K +$78.6K +1,584 New
AIM
355
Anchor Investment Management
South Carolina
$78.7K +$72.6K +1,462 New
QL
356
Quarry LP
New York
$73.8K +$11.3K +227 +20%
QCG
357
Quadrant Capital Group
Ohio
$72.6K +$7.59K +153 +13%
AFWM
358
Abich Financial Wealth Management
Virginia
$71.4K -$5.71K -115 -8%
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$71K +$6.11K +123 +10%
ACM
360
AEW Capital Management
Massachusetts
$70K
HT
361
Headlands Technologies
Illinois
$65.6K +$60.5K +1,218 New
CIBC Private Wealth Group
362
CIBC Private Wealth Group
Georgia
$63.5K +$3.72K +75 +7%
Loomis, Sayles & Company
363
Loomis, Sayles & Company
Massachusetts
$63K +$55.9K +1,127 +3,131%
BIG
364
Brooklyn Investment Group
New York
$59.2K +$54.6K +1,100 New
SPIA
365
Steward Partners Investment Advisory
New York
$57.1K +$695 +14 +1%
HWA
366
HHM Wealth Advisors
Tennessee
$55.7K
PA
367
Parallel Advisors
California
$51.8K +$21.1K +425 +79%
ABWM
368
Alpine Bank Wealth Management
Colorado
$48.8K +$45K +907 New
AWM
369
Avior Wealth Management
Nebraska
$44.9K +$1.99K +40 +5%
FCA
370
FinTrust Capital Advisors
South Carolina
$44.2K +$2.23K +45 +6%
CFM
371
Catalyst Funds Management
Australia
$43.1K -$19.9K -400 -33%
SS
372
Sunbelt Securities
Texas
$41.3K -$90.3K -1,818 -70%
S
373
SignatureFD
Georgia
$41.1K -$298 -6 -0.8%
GRP
374
Global Retirement Partners
California
$40K -$5.91K -119 -14%
WAG
375
Wiser Advisor Group
Arizona
$35.1K +$298 +6 +0.9%