CubeSmart

CUBE

Market cap $9.27B

437 hedge funds and large institutions have $10.2B invested in CubeSmart in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 152 increasing their positions, 174 reducing their positions, and 38 closing their positions.

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

437

Holders Change

+24

Holders Change %

+5.81%

% of All Funds

6.41%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.06%

New

Increased

152

Reduced

174

Closed

Calls

$6.15M

Puts

$4.72M

Net Calls

+$1.43M

Net Calls Change

+$17M

Top Buyers

1	1 Norges Bank Oslo, Norway	$445M
2	2 Morgan Stanley New York	$249M
3	3 Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$88.5M
4	RC 4 Resolution Capital Sydney, NSW, Australia	$184M
5	CIM 5 Centersquare Investment Management Conshohocken, Pennsylvania	$52.3M

Top Sellers

1	1 Principal Financial Group Des Moines, Iowa	$38.3M
2	2 Balyasny Asset Management Chicago, Illinois	$13M
3	LPC 3 Long Pond Capital New York	$0
4	4 Fidelity Investments Boston, Massachusetts	$652M
5	5 AllianceBernstein Nashville, Tennessee	$103M

#	Name	Holding	Trade Value	Shares Change	Shares Change %
401	CFGS 401 Concourse Financial Group Securities Birmingham, Alabama	$6.19K	–	–	–
402	KFS 402 Kelly Financial Services Braintree, Massachusetts	$5.84K	+$5.84K	+126	New
403	GRP 403 Global Retirement Partners San Rafael, California	$5.15K	+$1.36K	+30	+36%
404	ATC 404 Adirondack Trust Company Saratoga Springs, New York	$5.06K	–	–	–
405	BFEC 405 Benjamin F. Edwards & Company St. Louis, Missouri	$5K	–	–	–
406	MPWT 406 MassMutual Private Wealth & Trust Windsor, Connecticut	$4.96K	-$371	-8	-7%
407	HI 407 Harbour Investments Madison, Wisconsin	$4.91K	+$973	+21	+25%
408	FMII 408 Farmers & Merchants Investments Inc Lincoln, Nebraska	$4.64K	–	–	–
409	AIC 409 Archer Investment Corporation Carmel, Indiana	$3.71K	–	–	–
410	IWA 410 IBEX Wealth Advisors Bedminster, New Jersey	$3.31K	-$388K	-8,315	-99%
411	CAL 411 Capital Advisors Ltd Shaker Heights, Ohio	$3K	+$3K	+73	New
412	FHA 412 First Horizon Advisors Memphis, Tennessee	$2.92K	+$417	+9	+17%
413	WTC 413 WhitTier Trust Company Reno, Nevada	$2.73K	+$2.73K	+59	New
414	CAM 414 ClariVest Asset Management San Diego, California	$2.36K	–	–	–
415	SIS 415 Sound Income Strategies Ft Lauderdale, Florida	$2.36K	–	–	–
416	S 416 Sachetta Lynnfield, Massachusetts	$2.29K	+$2.29K	+49	New
417	AAP 417 Arax Advisory Partners Denver, Colorado	$2.23K	+$1.11K	+24	+100%
418	418 Loomis, Sayles & Company Boston, Massachusetts	$2K	–	–	–
419	VWM 419 Venturi Wealth Management Austin, Texas	$1.86K	-$5.1K	-110	-73%
420	420 Twin Tree Management Dallas, Texas	$1.81K	+$1.81K	+39	New
421	CAS 421 Coppell Advisory Solutions Coppell, Texas	$1.76K	+$1.76K	+38	New
422	AWM 422 Abound Wealth Management Franklin, Tennessee	$1.58K	+$1.58K	+34	New
423	EWA 423 EverSource Wealth Advisors Birmingham, Alabama	$1.34K	+$1.34K	+29	New
424	424 Cohen & Steers New York	$1K	-$1.43K	-20	-59%
425	FMP 425 Financial Management Professionals Austin, Texas	$1K	–	–	–

CubeSmart CUBE Market cap $9.27B

Top Buyers

Top Sellers

CubeSmart

CUBE

Market cap $9.27B