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CubeSmart
CUBE

Overview Fund Activity

397 hedge funds and large institutions have $10.7B invested in CubeSmart in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 157 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+38
Holders Change %
+10.58%
% of All Funds
6.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
72
Increased
157
Reduced
121
Closed
29
Calls
$45.1M
Puts
$12.5M
Net Calls
+$32.6M
Net Calls Change
+$32.2M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$145M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$112M
3
Ameriprise
Ameriprise
Minnesota
$89.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$53M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$60.5M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$692K
2
Principal Financial Group
Principal Financial Group
Iowa
$529M
3
Capital Research Global Investors
Capital Research Global Investors
California
$255M
4
Millennium Management
Millennium Management
New York
$48.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
401
Putnam Investments
Massachusetts
– -$3.44M -85,449 Closed
SSA
402
Schonfeld Strategic Advisors
New York
– -$3.08M -76,413 Closed
OCBCO
403
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$2.6M -64,465 Closed
AI
404
Atom Investors
Texas
– -$2.56M -63,498 Closed
TF
405
Threadgill Financial
Texas
– -$1.55M -38,387 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
406
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.43M -35,509 Closed
LIP
407
Lighthouse Investment Partners
Florida
– -$671K -16,674 Closed
BCM
408
Bayesian Capital Management
New York
– -$567K -14,098 Closed
MF
409
Magnetar Financial
Illinois
– -$460K -11,431 Closed
IWA
410
IBEX Wealth Advisors
New Jersey
– -$326K -8,089 Closed
NW
411
Naviter Wealth
Arkansas
– -$345K -7,918 Closed
PAM
412
Premier Asset Management
Illinois
– -$308K -7,658 Closed
WC
413
Wexford Capital
Florida
– -$277K -6,886 Closed
SI
414
Stephens Inc
Arkansas
– -$254K -6,308 Closed
SOW
415
State of Wyoming
Wyoming
– -$106K -2,642 Closed
Acadian Asset Management
416
Acadian Asset Management
Massachusetts
– -$80K -1,990 Closed
PFC
417
Phocas Financial Corp
California
– -$72.5K -1,800 Closed
Rockefeller Capital Management
418
Rockefeller Capital Management
New York
– -$58K -1,468 Closed
MCC
419
Money Concepts Capital
Florida
– -$51.1K -1,269 Closed
DFCM
420
Dark Forest Capital Management
Puerto Rico
– -$49.5K -1,229 Closed
QL
421
Quarry LP
New York
– -$13.8K -343 Closed
CA
422
Corrado Advisors
New Jersey
– -$3.17K -79 Closed
Fidelity International
423
Fidelity International
Bermuda
– -$1.01K -25 Closed
BHWM
424
Beaird Harris Wealth Management
Texas
– -$523 -13 Closed
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