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CubeSmart
CUBE

Overview Fund Activity

458 hedge funds and large institutions have $9.41B invested in CubeSmart in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 168 increasing their positions, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+12
Holders Change %
+2.69%
% of All Funds
6.1%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
67
Increased
168
Reduced
158
Closed
44
Calls
$3.14M
Puts
$2.45M
Net Calls
+$693K
Net Calls Change
-$3.15M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$126M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$110M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$288M
4
UBS Group
4
UBS Group
Switzerland
$66.9M
5
Northern Trust
5
Northern Trust
Illinois
$161M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$576M
2
Deutsche Bank
2
Deutsche Bank
Germany
$117M
3
RC
3
Resolution Capital
Australia
$129M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$4.38M
5
Invesco
5
Invesco
Georgia
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAM
376
Caitong International Asset Management
Hong Kong
$37.5K +$37.5K +874 New
AWM
377
Avior Wealth Management
Nebraska
$35.7K – – –
SS
378
Sunbelt Securities
Texas
$32.5K +$42 +1 +0.1%
AAP
379
Arax Advisory Partners
Colorado
$31.7K +$24K +559 +311%
CFGS
380
Concourse Financial Group Securities
Alabama
$31.6K +$7.98K +196 +34%
SPIA
381
Steward Partners Investment Advisory
New York
$31.5K -$14K -326 -31%
GRP
382
Global Retirement Partners
California
$31.1K -$814 -19 -3%
VCM
383
Versant Capital Management
Arizona
$29.1K +$28.8K +673 +9,614%
Jones Financial Companies
384
Jones Financial Companies
Missouri
$29.1K +$16.7K +389 +134%
WAG
385
Wiser Advisor Group
Arizona
$28.2K +$300 +7 +1%
PA
386
Parallel Advisors
California
$28K -$13.2K -308 -32%
RA
387
Rise Advisors
New York
$25.4K +$257 +6 +1%
WT
388
Whittier Trust
California
$23.9K – – –
HT
389
Headlands Technologies
Illinois
$22.3K -$29.9K -697 -57%
MG
390
Mather Group
Illinois
$21.9K – – –
MA
391
Montag & Associates
Georgia
$20.2K – – –
BONH
392
Bank of New Hampshire
New Hampshire
$17.8K – – –
EBA
393
Eagle Bay Advisors
New York
$17.7K +$43 +1 +0.2%
AF
394
Allworth Financial
California
$17.7K +$285 +7 +2%
NFSG
395
Newbridge Financial Services Group
Florida
$17.2K +$17.2K +401 New
ACM
396
AEW Capital Management
Massachusetts
$17.1K -$38.6K -900 -69%
JGIA
397
Jackson Grant Investment Advisers
Connecticut
$17.1K – – –
NA
398
NewEdge Advisors
Louisiana
$17K +$171 +4 +1%
LC
399
Lindbrook Capital
California
$16.9K – – –
PTC
400
Private Trust Company
Ohio
$15.5K +$15.5K +362 New
14 15
16
17 18