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CubeSmart
CUBE

Overview Fund Activity

426 hedge funds and large institutions have $9.82B invested in CubeSmart in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 164 increasing their positions, 140 reducing their positions, and 58 closing their positions.

Holders
426
Holders Change
-11
Holders Change %
-2.52%
% of All Funds
6.18%
Holding in Top 10
–
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
–
New
49
Increased
164
Reduced
140
Closed
58
Calls
$9.86M
Puts
$10.8M
Net Calls
-$969K
Net Calls Change
-$2.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$776M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$82.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$83.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$257M
5
TCM
5
TimesSquare Capital Management
New York
$48.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$121M
2
Invesco
2
Invesco
Georgia
$162M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$230M
5
State Street
5
State Street
Massachusetts
$519M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
376
Geneos Wealth Management
Colorado
$13.6K – – –
SC
377
SouthState Corp
Florida
$13.6K – – –
NSIM
378
North Star Investment Management
Illinois
$13.6K – – –
FFA
379
Farther Finance Advisors
California
$12.7K -$15.4K -343 -55%
WT
380
Whittier Trust
California
$10.7K – – –
SAM
381
Smartleaf Asset Management
Massachusetts
$10.3K +$9.85K +217 +2,170%
CTC
382
Central Trust Company
Missouri
$9.95K – – –
First Manhattan
383
First Manhattan
New York
$9.59K – – –
AA
384
Ancora Advisors
Ohio
$9.04K – – –
HWA
385
Heritage Wealth Advisors
Virginia
$9.04K – – –
GC
386
Gould Capital
Washington
$9.04K – – –
NA
387
NewEdge Advisors
Louisiana
$8.64K -$15.1K -333 -64%
NS
388
NBC Securities
Alabama
$8K +$339 +8 +4%
PFBT
389
Parkside Financial Bank & Trust
Missouri
$7.64K – – –
Walleye Trading
390
Walleye Trading
New York
$7.64K -$640K -14,160 -99%
HNB
391
Huntington National Bank
Ohio
$7.47K -$7.11K -158 -49%
BIA
392
Bell Investment Advisors
California
$7.06K – – –
RTL
393
Red Tortoise LLC
Georgia
$6.92K – – –
OA
394
Operose Advisors
Wisconsin
$6.56K +$6.56K +145 New
CFD
395
Creative Financial Designs
Indiana
$6.32K – – –
MPWT
396
MassMutual Private Wealth & Trust
Connecticut
$5.43K +$588 +13 +12%
ATC
397
Adirondack Trust Company
New York
$5.25K – – –
GRP
398
Global Retirement Partners
California
$5.15K – – –
HI
399
Harbour Investments
Wisconsin
$4.79K – – –
FMII
400
Farmers & Merchants Investments Inc
Nebraska
$4.52K – – –
14 15
16
17 18