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CubeSmart
CUBE

Overview Fund Activity

362 hedge funds and large institutions have $11.1B invested in CubeSmart in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 131 increasing their positions, 143 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-27
Holders Change %
-6.94%
% of All Funds
5.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
47
Increased
131
Reduced
143
Closed
70
Calls
$8.47M
Puts
$1.99M
Net Calls
+$6.48M
Net Calls Change
-$7.09M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$443M
2
Capital Research Global Investors
Capital Research Global Investors
California
$137M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$124M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.67B
5
Principal Financial Group
Principal Financial Group
Iowa
$530M

Top Sellers

1
Millennium Management
Millennium Management
New York
$58M
2
BlackRock
BlackRock
New York
$988M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
5
RC
Resolution Capital
Australia
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
401
Manteio Capital
New Jersey
– -$366K -6,429 Closed
AII
402
AGF Investments Inc
Ontario, Canada
– -$362K -6,358 Closed
BCM
403
Bluefin Capital Management
New York
– -$330K -5,800 Closed
IWC
404
Integrated Wealth Concepts
Massachusetts
– -$319K -5,607 Closed
DFG
405
Demars Financial Group
Washington
– -$279K -4,904 Closed
MFS
406
Mirabella Financial Services
United Kingdom
– -$264K -4,637 Closed
IRF
407
IBM Retirement Fund
New York
– -$262K -4,611 Closed
AT
408
American Trust
Kentucky
– -$239K -4,196 Closed
CC
409
Centiva Capital
New York
– -$238K -4,175 Closed
FIM
410
Freedom Investment Management
Connecticut
– -$232K -4,075 Closed
QTM
411
qPULA Trading Management
New York
– -$209K -3,668 Closed
PGFC
412
Peapack-Gladstone Financial Corp
New Jersey
– -$208K -3,653 Closed
NSCM
413
New South Capital Management
Tennessee
– -$206K -3,625 Closed
Baird Financial Group
414
Baird Financial Group
Wisconsin
– -$206K -3,615 Closed
CFG
415
Cooper Financial Group
California
– -$203K -3,575 Closed
ED
416
Exane Derivatives
France
– -$187K -3,285 Closed
JIR
417
James Investment Research
Ohio
– -$82K -1,440 Closed
Pacer Advisors
418
Pacer Advisors
Pennsylvania
– -$68K -1,194 Closed
DTIM
419
Danda Trouve Investment Management
Kansas
– -$62K -1,091 Closed
SFM
420
Signet Financial Management
New Jersey
– -$60K -1,052 Closed
NICM
421
Neo Ivy Capital Management
New York
– -$52K -909 Closed
SWM
422
Spire Wealth Management
Virginia
– -$39K -691 Closed
TCWM
423
Total Clarity Wealth Management
Illinois
– -$23K -400 Closed
FGAM
424
Financial Gravity Asset Management
Texas
– -$53 -228 Closed
IAG
425
Investmark Advisory Group
Connecticut
– -$10K -185 Closed
14 15 16
17
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