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CubeSmart
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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 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 39

30% more call options, than puts

Call options by funds: $6.15M | Put options by funds: $4.72M

21% more capital invested

Capital invested by funds: $8.47B → $10.2B (+$1.76B)

6% more funds holding

Funds holding: 414 → 437 (+23)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.63% less ownership

Funds ownership: 98.69% → 98.06% (-0.63%)

13% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 174

Holders
437
Holders Change
+23
Holders Change %
+5.56%
% of All Funds
6.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
65
Increased
152
Reduced
174
Closed
39
Calls
$6.15M
Puts
$4.72M
Net Calls
+$1.43M
Net Calls Change
+$17M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$87.7M
2
Morgan Stanley
Morgan Stanley
New York
+$82.9M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$75M
4
RC
Resolution Capital
Australia
+$53M
5
CIM
Centersquare Investment Management
Pennsylvania
+$39.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$140M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$74.9M
3
LPC
Long Pond Capital
New York
-$60.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.3M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$44M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
401
Concourse Financial Group Securities
Alabama
$6.18K – – –
KFS
402
Kelly Financial Services
Massachusetts
$5.84K +$4.95K +126 New
GRP
403
Global Retirement Partners
California
$5.15K +$1.18K +30 +36%
ATC
404
Adirondack Trust Company
New York
$5.06K – – –
BFEC
405
Benjamin F. Edwards & Company
Missouri
$5K – – –
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$4.96K -$314 -8 -7%
HI
407
Harbour Investments
Wisconsin
$4.91K +$825 +21 +25%
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$4.63K – – –
AIC
409
Archer Investment Corporation
Indiana
$3.71K – – –
IWA
410
IBEX Wealth Advisors
New Jersey
$3.31K -$327K -8,315 -99%
CAL
411
Capital Advisors Ltd
Ohio
$3K +$2.87K +73 New
FHA
412
First Horizon Advisors
Tennessee
$2.92K +$354 +9 +17%
WTC
413
WhitTier Trust Company
Nevada
$2.73K +$2.32K +59 New
CAM
414
ClariVest Asset Management
California
$2.36K – – –
SIS
415
Sound Income Strategies
Florida
$2.36K – – –
S
416
Sachetta
Massachusetts
$2.29K +$1.93K +49 New
AAP
417
Arax Advisory Partners
Colorado
$2.23K +$943 +24 +100%
Loomis, Sayles & Company
418
Loomis, Sayles & Company
Massachusetts
$2K – – –
VWM
419
Venturi Wealth Management
Texas
$1.85K -$4.32K -110 -73%
Twin Tree Management
420
Twin Tree Management
Texas
$1.81K +$1.53K +39 New
CAS
421
Coppell Advisory Solutions
Texas
$1.76K +$1.49K +38 New
AWM
422
Abound Wealth Management
Tennessee
$1.58K +$1.34K +34 New
EWA
423
EverSource Wealth Advisors
Alabama
$1.34K +$1.14K +29 New
Cohen & Steers
424
Cohen & Steers
New York
$1K -$786 -20 -59%
FMP
425
Financial Management Professionals
Texas
$1K – – –
15 16
17
18 19

CUBE Hedge Fund Activity: Q4 2023 in Review

437 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q4 2023, worth a combined $10.2B — up 21% from $8.47B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new CUBE positions and 39 closed out — a net gain of 26 holders — while 152 added to existing stakes and 174 trimmed.

The largest buyer was Norges Bank, adding an estimated $87.7M. The largest seller was Principal Financial Group, cutting an estimated $140M.

  • 437 institutional investors held CubeSmart (CUBE) as of Q4 2023, up from 414 in Q3 2023.
  • Funds reported $10.2B of CubeSmart stock for Q4 2023, up 21% quarter-over-quarter.
  • 65 funds opened new CubeSmart positions in Q4 2023 and 39 closed out, a net change of +26 holders.
  • The largest CubeSmart buyer in Q4 2023 was Norges Bank, an estimated $87.7M added.
  • The largest CubeSmart seller in Q4 2023 was Principal Financial Group, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2023.