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CubeSmart
CUBE

Overview Fund Activity

397 hedge funds and large institutions have $10.7B invested in CubeSmart in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 157 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+38
Holders Change %
+10.58%
% of All Funds
6.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
72
Increased
157
Reduced
121
Closed
29
Calls
$45.1M
Puts
$12.5M
Net Calls
+$32.6M
Net Calls Change
+$32.2M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$145M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$112M
3
Ameriprise
Ameriprise
Minnesota
$89.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$53M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$60.5M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$692K
2
Principal Financial Group
Principal Financial Group
Iowa
$529M
3
Capital Research Global Investors
Capital Research Global Investors
California
$255M
4
Millennium Management
Millennium Management
New York
$48.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
376
Adirondack Trust Company
New York
$5.36K – – –
BFEC
377
Benjamin F. Edwards & Company
Missouri
$5K +$5K +113 New
FMII
378
Farmers & Merchants Investments Inc
Nebraska
$4.62K -$28.7K -622 -86%
HI
379
Harbour Investments
Wisconsin
$3.93K +$3.93K +85 New
AIC
380
Archer Investment Corporation
Indiana
$3.7K – – –
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$3.56K – – –
PFBT
382
Parkside Financial Bank & Trust
Missouri
$3.05K – – –
EARNEST Partners
383
EARNEST Partners
Georgia
$3K – – –
SIS
384
Sound Income Strategies
Florida
$2.36K – – –
EWM
385
Endurance Wealth Management
Rhode Island
$2K – – –
CWP
386
Concord Wealth Partners
Virginia
$1.99K – – –
RTL
387
Red Tortoise LLC
Georgia
$1.76K – – –
IA
388
IFP Advisors
Florida
$1.55K -$960 -31 -38%
FMP
389
Financial Management Professionals
Texas
$1K – – –
MA
390
MCF Advisors
Kentucky
$981 +$981 +21 New
GWS
391
Glassman Wealth Services
Virginia
$740 – – –
BWA
392
BDO Wealth Advisors
Florida
$740 – – –
BAAM
393
Baker Avenue Asset Management
California
$555 – – –
VCM
394
Versant Capital Management
Arizona
$319 – – –
BCMLT
395
Beacon Capital Management LLC (Tennessee)
Tennessee
$277 +$277 +6 New
CFO
396
CVA Family Office
Colorado
$231 – – –
Renaissance Technologies
397
Renaissance Technologies
New York
– -$7.34M -182,300 Closed
AC
398
Allstate Corporation
Illinois
– -$6.58M -163,474 Closed
N
399
Natixis
France
– -$4.89M -121,600 Closed
Canada Pension Plan Investment Board
400
Canada Pension Plan Investment Board
Ontario, Canada
– -$4.27M -106,200 Closed
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