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CubeSmart
CUBE

Overview Fund Activity

411 hedge funds and large institutions have $10B invested in CubeSmart in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 145 increasing their positions, 147 reducing their positions, and 37 closing their positions.

Holders
411
Holders Change
+14
Holders Change %
+3.53%
% of All Funds
6.48%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
53
Increased
145
Reduced
147
Closed
37
Calls
$3.83M
Puts
$23M
Net Calls
-$19.2M
Net Calls Change
-$51.8M

Top Buyers

1
RC
1
Resolution Capital
Australia
$184M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$306M
3
Prudential Financial
3
Prudential Financial
New Jersey
$52.4M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$42.6M
5
CCM
5
Copeland Capital Management
Pennsylvania
$25.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$730M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$391M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$5.73M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$183M
5
PI
5
PGGM Investments
Netherlands
$68M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
401
Endurance Wealth Management
Rhode Island
$1K 33 – –
FMP
402
Financial Management Professionals
Texas
$1K 17 – –
MA
403
MCF Advisors
Kentucky
$949 21 – –
BWA
404
BDO Wealth Advisors
Florida
$715 16 – –
GWS
405
Glassman Wealth Services
Virginia
$715 16 – –
BAAM
406
Baker Avenue Asset Management
California
$536 12 – –
VCM
407
Versant Capital Management
Arizona
$313 7 – –
BCMLT
408
Beacon Capital Management LLC (Tennessee)
Tennessee
$268 6 – –
CFO
409
CVA Family Office
Colorado
$223 5 – –
HI
410
Horizon Investments
North Carolina
$223 5 +5 New
VCM
411
V3 Capital Management
Texas
– – -561,900 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
412
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– – -163,900 Closed
BC
413
Brookfield Corp
Ontario, Canada
– – -163,766 Closed
CWM
414
CIBC World Markets
New York
– – -72,979 Closed
GCP
415
GSA Capital Partners
United Kingdom
– – -69,705 Closed
MNG
416
Manning & Napier Group
New York
– – -49,379 Closed
GCM
417
Greenland Capital Management
New York
– – -45,000 Closed
Holocene Advisors
418
Holocene Advisors
New York
– – -44,074 Closed
Twin Tree Management
419
Twin Tree Management
Texas
– – -41,852 Closed
OC
420
Oppenheimer & Co
New York
– – -31,134 Closed
PI
421
PEAK6 Investments
Illinois
– – -24,311 Closed
IIM
422
INTECH Investment Management
Florida
– – -18,344 Closed
GCM
423
Graham Capital Management
Connecticut
– – -18,025 Closed
WG
424
Winton Group
United Kingdom
– – -17,284 Closed
OTL
425
Oak Thistle LLC
New York
– – -15,023 Closed
15 16
17
18 19