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CubeSmart
CUBE

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 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 39

30% more call options, than puts

Call options by funds: $6.15M | Put options by funds: $4.72M

21% more capital invested

Capital invested by funds: $8.47B → $10.2B (+$1.76B)

6% more funds holding

Funds holding: 414 → 437 (+23)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.63% less ownership

Funds ownership: 98.69% → 98.06% (-0.63%)

13% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 174

Holders
437
Holders Change
+23
Holders Change %
+5.56%
% of All Funds
6.37%
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
39
Calls
$6.15M
Puts
$4.72M
Net Calls
+$1.43M
Net Calls Change
+$17M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$87.7M
2
Morgan Stanley
Morgan Stanley
New York
+$82.9M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$75M
4
RC
Resolution Capital
Australia
+$53M
5
CIM
Centersquare Investment Management
Pennsylvania
+$39.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$140M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$74.9M
3
LPC
Long Pond Capital
New York
-$60.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.3M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$44M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
376
Allworth Financial
California
$21.2K -$12.4K -316 -41%
JWM
377
Janiczek Wealth Management
Colorado
$19.5K -$8.25K -210 -33%
BONH
378
Bank of New Hampshire
New Hampshire
$19.2K – – –
JGIA
379
Jackson Grant Investment Advisers
Connecticut
$18.5K – – –
CA
380
Centerpoint Advisors
Massachusetts
$16K – – –
BTI
381
Blue Trust Inc
Georgia
$16K +$16.5K +419 New
LC
382
Lindbrook Capital
California
$15.1K -$1.69K -43 -12%
HNB
383
Huntington National Bank
Ohio
$15K -$25.9K -660 -67%
GWM
384
Geneos Wealth Management
Colorado
$13.9K -$39.3K -1,000 -77%
SC
385
SouthState Corp
Florida
$13.9K -$9.27K -236 -44%
NSIM
386
North Star Investment Management
Illinois
$13.9K – – –
PA
387
Parallel Advisors
California
$13.3K -$12.5K -318 -53%
WT
388
Whittier Trust
California
$10.9K -$39.9K -1,015 -81%
CTC
389
Central Trust Company
Missouri
$10.2K – – –
First Manhattan
390
First Manhattan
New York
$9.83K – – –
AA
391
Ancora Advisors
Ohio
$9.27K – – –
GC
392
Gould Capital
Washington
$9.27K – – –
HWA
393
Heritage Wealth Advisors
Virginia
$9.27K – – –
NS
394
NBC Securities
Alabama
$8K -$1.34K -34 -16%
PFBT
395
Parkside Financial Bank & Trust
Missouri
$7.83K +$4.05K +103 +156%
N
396
Natixis
France
$7.32K +$6.21K +158 New
BIA
397
Bell Investment Advisors
California
$7.23K -$982 -25 -14%
RTL
398
Red Tortoise LLC
Georgia
$7.09K +$4.52K +115 +303%
IPW
399
Impact Partnership Wealth
Georgia
$6.95K -$274K -6,977 -98%
CFD
400
Creative Financial Designs
Indiana
$6.49K +$79 +2 +1%
14 15
16
17 18

CUBE Hedge Fund Activity: Q4 2023 in Review

437 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q4 2023, worth a combined $10.2B — up 21% from $8.47B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new CUBE positions and 39 closed out — a net gain of 26 holders — while 152 added to existing stakes and 174 trimmed.

The largest buyer was Norges Bank, adding an estimated $87.7M. The largest seller was Principal Financial Group, cutting an estimated $140M.

  • 437 institutional investors held CubeSmart (CUBE) as of Q4 2023, up from 414 in Q3 2023.
  • Funds reported $10.2B of CubeSmart stock for Q4 2023, up 21% quarter-over-quarter.
  • 65 funds opened new CubeSmart positions in Q4 2023 and 39 closed out, a net change of +26 holders.
  • The largest CubeSmart buyer in Q4 2023 was Norges Bank, an estimated $87.7M added.
  • The largest CubeSmart seller in Q4 2023 was Principal Financial Group, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2023.