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CubeSmart
CUBE

Overview Fund Activity

413 hedge funds and large institutions have $8.47B invested in CubeSmart in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 155 increasing their positions, 160 reducing their positions, and 37 closing their positions.

Holders
413
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
6.59%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
43
Increased
155
Reduced
160
Closed
37
Calls
$3.13M
Puts
$18.7M
Net Calls
-$15.6M
Net Calls Change
+$3.59M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$117M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$83.3M
3
LPC
3
Long Pond Capital
New York
$60.7M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$149M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$34M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$168M
2
RC
2
Resolution Capital
Australia
$99.7M
3
Ameriprise
3
Ameriprise
Minnesota
$13.9M
4
ACM
4
AEW Capital Management
Massachusetts
$6.69M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$579M
Name Market Value Shares Shares
Change 		Shares
Change %
First Manhattan
376
First Manhattan
New York
$8.08K 212 – –
NS
377
NBC Securities
Alabama
$8K 215 +215 New
HWA
378
Heritage Wealth Advisors
Virginia
$7.63K 200 – –
AA
379
Ancora Advisors
Ohio
$7.63K 200 – –
GC
380
Gould Capital
Washington
$7.5K 200 – –
SWM
381
Spire Wealth Management
Virginia
$6.98K 183 – –
BIA
382
Bell Investment Advisors
California
$6.9K 181 -1 -0.5%
VWM
383
Venturi Wealth Management
Texas
$5.72K 150 +150 New
IA
384
IFP Advisors
Florida
$5.34K 140 -297 -68%
CFD
385
Creative Financial Designs
Indiana
$5.28K 138 +1 +0.7%
CFGS
386
Concourse Financial Group Securities
Alabama
$5.1K 132 – –
CA
387
Clearstead Advisors
Ohio
$4.81K 126 +126 New
ATC
388
Adirondack Trust Company
New York
$4.42K 116 – –
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$4.39K 115 +38 +49%
BFEC
390
Benjamin F. Edwards & Company
Missouri
$4K 113 – –
FMII
391
Farmers & Merchants Investments Inc
Nebraska
$3.81K 100 – –
HI
392
Harbour Investments
Wisconsin
$3.24K 85 – –
GRP
393
Global Retirement Partners
California
$3.09K 84 -40 -32%
AIC
394
Archer Investment Corporation
Indiana
$3.05K 80 – –
QL
395
Quarry LP
New York
$2.67K 70 -757 -92%
PFBT
396
Parkside Financial Bank & Trust
Missouri
$2.52K 66 – –
BAAM
397
Baker Avenue Asset Management
California
$2.52K 66 +54 +450%
EARNEST Partners
398
EARNEST Partners
Georgia
$2.48K 65 – –
LFA
399
LGT Financial Advisors
Texas
$2.29K 60 +60 New
FHA
400
First Horizon Advisors
Tennessee
$2.06K 54 +31 +135%
14 15
16
17 18