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CubeSmart
CUBE

Overview Fund Activity

446 hedge funds and large institutions have $11.3B invested in CubeSmart in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+24
Holders Change %
+5.69%
% of All Funds
6.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
63
Increased
173
Reduced
149
Closed
36
Calls
$5.44M
Puts
$1.6M
Net Calls
+$3.84M
Net Calls Change
+$2.76M

Top Buyers

1
BlackRock
BlackRock
New York
$1.53B
2
UBS AM
UBS AM
Illinois
$90.2M
3
Capital World Investors
Capital World Investors
California
$55.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$367M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$274M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$48.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$888M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$212M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$61M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
376
Rise Advisors
New York
$31.6K +$323 +6 +1%
CFGS
377
Concourse Financial Group Securities
Alabama
$31.2K – – –
WT
378
Whittier Trust
California
$30.1K – – –
MG
379
Mather Group
Illinois
$27.5K -$1.62K -30 -6%
MA
380
Montag & Associates
Georgia
$25.4K – – –
AF
381
Allworth Financial
California
$23K -$3.02K -56 -12%
BONH
382
Bank of New Hampshire
New Hampshire
$22.3K – – –
EBA
383
Eagle Bay Advisors
New York
$22.2K +$108 +2 +0.5%
SR
384
Syntax Research
Florida
$22K -$3.75M -69,639 -99%
JGIA
385
Jackson Grant Investment Advisers
Connecticut
$21.5K – – –
LC
386
Lindbrook Capital
California
$21.2K – – –
NA
387
NewEdge Advisors
Louisiana
$21.1K +$15K +278 +244%
WTC
388
WhitTier Trust Company
Nevada
$18.4K – – –
CA
389
Centerpoint Advisors
Massachusetts
$18K – – –
FFA
390
Farther Finance Advisors
California
$17.7K +$969 +18 +6%
GWM
391
Geneos Wealth Management
Colorado
$17.4K +$1.29K +24 +8%
BTI
392
Blue Trust Inc
Georgia
$17.4K +$12.2K +270 +233%
RTC
393
Riverview Trust Company
Washington
$17.2K – – –
SWM
394
Spire Wealth Management
Virginia
$16.7K -$9.31K -173 -36%
SC
395
SouthState Corp
Florida
$16.1K – – –
NSIM
396
North Star Investment Management
Illinois
$16.1K – – –
HNB
397
Huntington National Bank
Ohio
$16.1K -$3.38K -63 -17%
Jones Financial Companies
398
Jones Financial Companies
Missouri
$15.4K +$13.3K +250 +625%
CAL
399
Capital Advisors Ltd
Ohio
$14K – – –
SAM
400
Smartleaf Asset Management
Massachusetts
$12.7K +$9.47K +178 +292%
14 15
16
17 18