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CubeSmart
CUBE

Overview Fund Activity

437 hedge funds and large institutions have $10.2B invested in CubeSmart in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 152 increasing their positions, 174 reducing their positions, and 38 closing their positions.

Holders
437
Holders Change
+24
Holders Change %
+5.81%
% of All Funds
6.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
65
Increased
152
Reduced
174
Closed
38
Calls
$6.15M
Puts
$4.72M
Net Calls
+$1.43M
Net Calls Change
+$17M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$445M
2
Morgan Stanley
2
Morgan Stanley
New York
$249M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$88.5M
4
RC
4
Resolution Capital
Australia
$184M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$52.3M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$38.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$13M
3
LPC
3
Long Pond Capital
New York
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$652M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$103M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
376
Allworth Financial
California
$21.2K 458 -316 -41%
JWM
377
Janiczek Wealth Management
Colorado
$19.5K 420 -210 -33%
BONH
378
Bank of New Hampshire
New Hampshire
$19.2K 415 – –
JGIA
379
Jackson Grant Investment Advisers
Connecticut
$18.5K 400 – –
CA
380
Centerpoint Advisors
Massachusetts
$16K 346 – –
BTI
381
Blue Trust Inc
Georgia
$16K 419 +419 New
LC
382
Lindbrook Capital
California
$15.1K 325 -43 -12%
HNB
383
Huntington National Bank
Ohio
$15K 324 -660 -67%
GWM
384
Geneos Wealth Management
Colorado
$13.9K 300 -1,000 -77%
SC
385
SouthState Corp
Florida
$13.9K 300 -236 -44%
NSIM
386
North Star Investment Management
Illinois
$13.9K 300 – –
PA
387
Parallel Advisors
California
$13.3K 287 -318 -53%
WT
388
Whittier Trust
California
$10.9K 236 -1,015 -81%
CTC
389
Central Trust Company
Missouri
$10.2K 220 – –
First Manhattan
390
First Manhattan
New York
$9.83K 212 – –
AA
391
Ancora Advisors
Ohio
$9.27K 200 – –
HWA
392
Heritage Wealth Advisors
Virginia
$9.27K 200 – –
GC
393
Gould Capital
Washington
$9.27K 200 – –
NS
394
NBC Securities
Alabama
$8K 181 -34 -16%
PFBT
395
Parkside Financial Bank & Trust
Missouri
$7.83K 169 +103 +156%
N
396
Natixis
France
$7.32K 158 +158 New
BIA
397
Bell Investment Advisors
California
$7.23K 156 -25 -14%
RTL
398
Red Tortoise LLC
Georgia
$7.09K 153 +115 +303%
IPW
399
Impact Partnership Wealth
Georgia
$6.95K 150 -6,977 -98%
CFD
400
Creative Financial Designs
Indiana
$6.49K 140 +2 +1%
14 15
16
17 18