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CubeSmart

459 hedge funds and large institutions have $9.42B invested in CubeSmart in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 170 increasing their positions, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

28% more call options, than puts

Call options by funds: $3.14M | Put options by funds: $2.45M

2% more funds holding

Funds holding: 448459 (+11)

8% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 158

0.16% more ownership

Funds ownership: 97.09%97.25% (+0.16%)

20% less capital invested

Capital invested by funds: $11.8B → $9.42B (-$2.34B)

Holders
459
Holders Change
+11
Holders Change %
+2.46%
% of All Funds
6.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
66
Increased
170
Reduced
158
Closed
44
Calls
$3.14M
Puts
$2.45M
Net Calls
+$693K
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
S
376
SignatureFD
Georgia
$37.9K +$5.8K +121 +16%
CIAM
377
Caitong International Asset Management
Hong Kong
$37.5K +$41.9K +874 New
AWM
378
Avior Wealth Management
Nebraska
$35.7K
SS
379
Sunbelt Securities
Texas
$32.5K +$48 +1 +0.1%
AAP
380
Arax Advisory Partners
Colorado
$31.7K +$26.8K +559 +311%
CFGS
381
Concourse Financial Group Securities
Alabama
$31.6K +$9.4K +196 +34%
SPIA
382
Steward Partners Investment Advisory
New York
$31.5K -$15.6K -326 -31%
GRP
383
Global Retirement Partners
California
$31.1K -$911 -19 -3%
VCM
384
Versant Capital Management
Arizona
$29.1K +$32.3K +673 +9,614%
Jones Financial Companies
385
Jones Financial Companies
Missouri
$29.1K +$18.6K +389 +134%
WAG
386
Wiser Advisor Group
Arizona
$28.2K +$336 +7 +1%
PA
387
Parallel Advisors
California
$28K -$14.8K -308 -32%
RA
388
Rise Advisors
New York
$25.4K +$288 +6 +1%
WT
389
Whittier Trust
California
$23.9K
HT
390
Headlands Technologies
Illinois
$22.3K -$33.4K -697 -57%
MG
391
Mather Group
Illinois
$21.9K
MA
392
Montag & Associates
Georgia
$20.2K
BONH
393
Bank of New Hampshire
New Hampshire
$17.8K
EBA
394
Eagle Bay Advisors
New York
$17.7K +$48 +1 +0.2%
AF
395
Allworth Financial
California
$17.7K +$336 +7 +2%
NFSG
396
Newbridge Financial Services Group
Florida
$17.2K +$19.2K +401 New
ACM
397
AEW Capital Management
Massachusetts
$17.1K -$43.1K -900 -69%
JGIA
398
Jackson Grant Investment Advisers
Connecticut
$17.1K
NA
399
NewEdge Advisors
Louisiana
$17K +$192 +4 +1%
LC
400
Lindbrook Capital
California
$16.9K