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CubeSmart
CUBE

Overview Fund Activity

422 hedge funds and large institutions have $9.85B invested in CubeSmart in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 163 increasing their positions, 157 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-4
Holders Change %
-0.94%
% of All Funds
6.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
45
Increased
163
Reduced
157
Closed
45
Calls
$4.74M
Puts
$3.67M
Net Calls
+$1.08M
Net Calls Change
+$2.05M

Top Buyers

1
RC
Resolution Capital
Australia
$205M
2
Deutsche Bank
Deutsche Bank
Germany
$245M
3
CIM
Centersquare Investment Management
Pennsylvania
$51.9M
4
BlackRock
BlackRock
New York
$1.23B
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$46.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$242M
3
UBS AM
UBS AM
Illinois
$17.8M
4
Capital Research Global Investors
Capital Research Global Investors
California
$99.8M
5
Truist Financial
Truist Financial
North Carolina
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
376
Geneos Wealth Management
Colorado
$13.6K – – –
CAL
377
Capital Advisors Ltd
Ohio
$11K +$7.83K +180 +247%
CAM
378
Creekmur Asset Management
Illinois
$10.8K +$10.8K +240 New
CTC
379
Central Trust Company
Missouri
$9.94K – – –
GC
380
Gould Capital
Washington
$9.03K – – –
AA
381
Ancora Advisors
Ohio
$9.03K – – –
HWA
382
Heritage Wealth Advisors
Virginia
$9.03K – – –
Walleye Trading
383
Walleye Trading
New York
$8.81K +$1.17K +26 +15%
N
384
Natixis
France
$8.76K +$8.76K +194 New
NS
385
NBC Securities
Alabama
$8K – – –
PFBT
386
Parkside Financial Bank & Trust
Missouri
$7.63K – – –
BIA
387
Bell Investment Advisors
California
$7.05K – – –
RTL
388
Red Tortoise LLC
Georgia
$6.91K – – –
UB
389
UMB Bank
Missouri
$6.64K +$3.79K +84 +133%
MPWT
390
MassMutual Private Wealth & Trust
Connecticut
$6.55K +$1.13K +25 +21%
MAM
391
Meeder Asset Management
Ohio
$6.32K +$6.32K +140 New
CAM
392
ClariVest Asset Management
California
$6.28K +$3.98K +88 +173%
AAP
393
Arax Advisory Partners
Colorado
$6.17K +$4.01K +89 +185%
CFD
394
Creative Financial Designs
Indiana
$5.84K -$498 -11 -8%
BTI
395
Blue Trust Inc
Georgia
$5.25K +$5.25K +116 New
ATC
396
Adirondack Trust Company
New York
$5.24K – – –
NA
397
NewEdge Advisors
Louisiana
$5.15K -$3.48K -77 -40%
VWM
398
Venturi Wealth Management
Texas
$4.88K +$2.49K +55 +104%
HI
399
Harbour Investments
Wisconsin
$4.79K – – –
FMII
400
Farmers & Merchants Investments Inc
Nebraska
$4.52K – – –
14 15
16
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