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CubeSmart
CUBE

Overview Fund Activity

411 hedge funds and large institutions have $10B invested in CubeSmart in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 145 increasing their positions, 147 reducing their positions, and 37 closing their positions.

Holders
411
Holders Change
+14
Holders Change %
+3.53%
% of All Funds
6.48%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
53
Increased
145
Reduced
147
Closed
37
Calls
$3.83M
Puts
$23M
Net Calls
-$19.2M
Net Calls Change
-$51.8M

Top Buyers

1
RC
1
Resolution Capital
Australia
$184M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$306M
3
Prudential Financial
3
Prudential Financial
New Jersey
$52.4M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$42.6M
5
CCM
5
Copeland Capital Management
Pennsylvania
$25.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$730M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$391M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$5.73M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$183M
5
PI
5
PGGM Investments
Netherlands
$68M
Name Market Value Shares Shares
Change 		Shares
Change %
First Manhattan
376
First Manhattan
New York
$9.47K 212 +212 New
HIIFS
377
Harel Insurance Investments & Financial Services
Israel
$9K 200 – –
HWA
378
Heritage Wealth Advisors
Virginia
$8.93K 200 -572 -74%
GC
379
Gould Capital
Washington
$8.93K 200 – –
AA
380
Ancora Advisors
Ohio
$8.93K 200 – –
SWM
381
Spire Wealth Management
Virginia
$8.17K 183 -100 -35%
BIA
382
Bell Investment Advisors
California
$8.13K 182 -11 -6%
CFD
383
Creative Financial Designs
Indiana
$6.11K 137 +2 +1%
CFGS
384
Concourse Financial Group Securities
Alabama
$5.96K 132 – –
GRP
385
Global Retirement Partners
California
$5.53K 124 – –
ATC
386
Adirondack Trust Company
New York
$5.03K 116 – –
BFEC
387
Benjamin F. Edwards & Company
Missouri
$5K 113 – –
FMII
388
Farmers & Merchants Investments Inc
Nebraska
$4.47K 100 – –
HI
389
Harbour Investments
Wisconsin
$3.8K 85 – –
AIC
390
Archer Investment Corporation
Indiana
$3.57K 80 – –
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$3.44K 77 – –
IPW
392
Impact Partnership Wealth
Georgia
$2.99K 67 +67 New
PFBT
393
Parkside Financial Bank & Trust
Missouri
$2.95K 66 – –
EARNEST Partners
394
EARNEST Partners
Georgia
$2.9K 65 – –
SIS
395
Sound Income Strategies
Florida
$2.28K 51 – –
Cohen & Steers
396
Cohen & Steers
New York
$2K 52 -14,922 -100%
CAM
397
ClariVest Asset Management
California
$2K 51 -83 -62%
CWP
398
Concord Wealth Partners
Virginia
$1.92K 43 – –
RTL
399
Red Tortoise LLC
Georgia
$1.7K 38 – –
FHA
400
First Horizon Advisors
Tennessee
$1.03K 23 -770 -97%
14 15
16
17 18