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CubeSmart

459 hedge funds and large institutions have $9.42B invested in CubeSmart in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 170 increasing their positions, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

28% more call options, than puts

Call options by funds: $3.14M | Put options by funds: $2.45M

2% more funds holding

Funds holding: 448459 (+11)

8% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 158

0.16% more ownership

Funds ownership: 97.09%97.25% (+0.16%)

20% less capital invested

Capital invested by funds: $11.8B → $9.42B (-$2.34B)

Holders
459
Holders Change
+11
Holders Change %
+2.46%
% of All Funds
6.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
66
Increased
170
Reduced
158
Closed
44
Calls
$3.14M
Puts
$2.45M
Net Calls
+$693K
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
GFM
351
GF Fund Management
China
$175K +$196K +4,092 New
AssetMark Inc
352
AssetMark Inc
California
$156K +$3.4K +71 +2%
Bessemer Group
353
Bessemer Group
New Jersey
$149K +$8.58K +179 +5%
VEA
354
Virtus ETF Advisers
New York
$141K -$15.8K -330 -9%
ETC
355
Exchange Traded Concepts
Oklahoma
$135K +$26K +543 +21%
GM
356
GeoWealth Management
Illinois
$132K +$20.6K +429 +16%
Northwestern Mutual Wealth Management
357
Northwestern Mutual Wealth Management
Wisconsin
$125K +$27.4K +571 +24%
CT
358
Colonial Trust
South Carolina
$121K -$135K -2,811 -54%
WT
359
Washington Trust
Rhode Island
$107K
QCG
360
Quadrant Capital Group
Ohio
$103K +$50.2K +1,047 +78%
EWP
361
Elevation Wealth Partners
California
$96.4K
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$93.9K -$16.1K -336 -13%
CAWM
363
Capital A Wealth Management
Pennsylvania
$92.4K +$103K +2,157 New
VWM
364
Venturi Wealth Management
Texas
$88.8K +$91.7K +1,912 +1,195%
TPCW
365
TD Private Client Wealth
New York
$84.5K -$493K -10,281 -84%
GI
366
GAMMA Investing
California
$82.4K -$21.6K -451 -19%
Carson Wealth (CWM LLC)
367
Carson Wealth (CWM LLC)
Nebraska
$68K +$12.2K +255 +19%
AIM
368
Anchor Investment Management
South Carolina
$62.6K
QT
369
Quantbot Technologies
New York
$57.6K +$64.5K +1,345 New
BIG
370
Brooklyn Investment Group
New York
$55.8K +$9.73K +203 +18%
C
371
Covestor
United Kingdom
$55K -$13.4K -280 -18%
HNB
372
Huntington National Bank
Ohio
$52K +$43.9K +915 +306%
CIBC Private Wealth Group
373
CIBC Private Wealth Group
Georgia
$46.5K -$2.64K -55 -5%
HWA
374
HHM Wealth Advisors
Tennessee
$44.4K
UB
375
UMB Bank
Missouri
$40.4K +$16.8K +351 +59%