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CubeSmart

448 hedge funds and large institutions have $11.8B invested in CubeSmart in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 174 increasing their positions, 150 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $5.44M | Put options by funds: $1.6M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

19% more capital invested

Capital invested by funds: $9.84B → $11.8B (+$1.92B)

16% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 150

6% more funds holding

Funds holding: 422448 (+26)

0.19% more ownership

Funds ownership: 96.89%97.09% (+0.19%)

Holders
448
Holders Change
+26
Holders Change %
+6.16%
% of All Funds
6.43%
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
174
Reduced
150
Closed
34
Calls
$5.44M
Puts
$1.6M
Net Calls
+$3.84M
Net Calls Change
+$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
376
Peterson Financial Group
Iowa
$32.8K +$30.2K +609 New
UB
377
UMB Bank
Missouri
$31.8K +$22K +444 +302%
RA
378
Rise Advisors
New York
$31.6K +$298 +6 +1%
CFGS
379
Concourse Financial Group Securities
Alabama
$31.2K
WT
380
Whittier Trust
California
$30.1K
MG
381
Mather Group
Illinois
$27.5K -$1.49K -30 -6%
MA
382
Montag & Associates
Georgia
$25.4K
AF
383
Allworth Financial
California
$23K -$2.78K -56 -12%
BONH
384
Bank of New Hampshire
New Hampshire
$22.3K
EBA
385
Eagle Bay Advisors
New York
$22.2K +$99 +2 +0.5%
SR
386
Syntax Research
Florida
$22K -$3.46M -69,639 -99%
JGIA
387
Jackson Grant Investment Advisers
Connecticut
$21.5K
LC
388
Lindbrook Capital
California
$21.2K
NA
389
NewEdge Advisors
Louisiana
$21.1K +$13.8K +278 +244%
WTC
390
WhitTier Trust Company
Nevada
$18.4K
CA
391
Centerpoint Advisors
Massachusetts
$18K
FFA
392
Farther Finance Advisors
California
$17.7K +$894 +18 +6%
GWM
393
Geneos Wealth Management
Colorado
$17.4K +$1.19K +24 +8%
BTI
394
Blue Trust Inc
Georgia
$17.4K +$13.4K +270 +233%
RTC
395
Riverview Trust Company
Washington
$17.2K
SWM
396
Spire Wealth Management
Virginia
$16.7K -$8.59K -173 -36%
NSIM
397
North Star Investment Management
Illinois
$16.1K
SC
398
SouthState Corp
Florida
$16.1K
HNB
399
Huntington National Bank
Ohio
$16.1K -$3.13K -63 -17%
Jones Financial Companies
400
Jones Financial Companies
Missouri
$15.4K +$12.4K +250 +625%