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CubeSmart
CUBE

Overview Fund Activity

458 hedge funds and large institutions have $9.41B invested in CubeSmart in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 168 increasing their positions, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+12
Holders Change %
+2.69%
% of All Funds
6.1%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
67
Increased
168
Reduced
158
Closed
44
Calls
$3.14M
Puts
$2.45M
Net Calls
+$693K
Net Calls Change
-$3.15M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$126M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$110M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$288M
4
UBS Group
4
UBS Group
Switzerland
$66.9M
5
Northern Trust
5
Northern Trust
Illinois
$161M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$576M
2
Deutsche Bank
2
Deutsche Bank
Germany
$117M
3
RC
3
Resolution Capital
Australia
$129M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$4.38M
5
Invesco
5
Invesco
Georgia
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
351
AssetMark Inc
California
$156K +$3.04K +71 +2%
Bessemer Group
352
Bessemer Group
New Jersey
$149K +$7.7K +179 +5%
VEA
353
Virtus ETF Advisers
New York
$141K -$14.1K -330 -9%
ETC
354
Exchange Traded Concepts
Oklahoma
$135K +$23.3K +543 +21%
GM
355
GeoWealth Management
Illinois
$132K +$18.4K +429 +16%
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$125K +$24.5K +571 +24%
CT
357
Colonial Trust
South Carolina
$121K -$140K -2,811 -54%
WT
358
Washington Trust
Rhode Island
$107K – – –
QCG
359
Quadrant Capital Group
Ohio
$103K +$44.9K +1,047 +78%
EWP
360
Elevation Wealth Partners
California
$96.4K – – –
Fifth Third Bancorp
361
Fifth Third Bancorp
Ohio
$93.9K -$14.4K -336 -13%
CAWM
362
Capital A Wealth Management
Pennsylvania
$92.4K +$92.4K +2,157 New
VWM
363
Venturi Wealth Management
Texas
$88.8K +$81.9K +1,912 +1,195%
TPCW
364
TD Private Client Wealth
New York
$84.5K -$441K -10,281 -84%
GI
365
GAMMA Investing
California
$82.4K -$19.3K -451 -19%
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$68K +$11K +255 +19%
AIM
367
Anchor Investment Management
South Carolina
$62.6K – – –
QT
368
Quantbot Technologies
New York
$57.6K +$57.6K +1,345 New
BIG
369
Brooklyn Investment Group
New York
$55.8K +$8.7K +203 +18%
C
370
Covestor
United Kingdom
$55K -$12K -280 -18%
HNB
371
Huntington National Bank
Ohio
$52K +$39.2K +915 +306%
CIBC Private Wealth Group
372
CIBC Private Wealth Group
Georgia
$46.5K -$2.27K -55 -5%
HWA
373
HHM Wealth Advisors
Tennessee
$44.4K – – –
UB
374
UMB Bank
Missouri
$40.4K +$15K +351 +59%
S
375
SignatureFD
Georgia
$37.9K +$5.19K +121 +16%
13 14
15
16 17