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CubeSmart
CUBE

Overview Fund Activity

426 hedge funds and large institutions have $9.82B invested in CubeSmart in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 164 increasing their positions, 140 reducing their positions, and 58 closing their positions.

Holders
426
Holders Change
-11
Holders Change %
-2.52%
% of All Funds
6.18%
Holding in Top 10
–
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
–
New
49
Increased
164
Reduced
140
Closed
58
Calls
$9.86M
Puts
$10.8M
Net Calls
-$969K
Net Calls Change
-$2.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$776M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$82.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$83.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$257M
5
TCM
5
TimesSquare Capital Management
New York
$48.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$121M
2
Invesco
2
Invesco
Georgia
$162M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$230M
5
State Street
5
State Street
Massachusetts
$519M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
401
Archer Investment Corporation
Indiana
$3.62K – – –
CAL
402
Capital Advisors Ltd
Ohio
$3K – – –
FHA
403
First Horizon Advisors
Tennessee
$2.85K – – –
UB
404
UMB Bank
Missouri
$2.85K +$2.85K +63 New
WTC
405
WhitTier Trust Company
Nevada
$2.76K +$90 +2 +3%
VWM
406
Venturi Wealth Management
Texas
$2.4K +$588 +13 +33%
CAM
407
ClariVest Asset Management
California
$2.31K – – –
SIS
408
Sound Income Strategies
Florida
$2.31K – – –
S
409
Sachetta
Massachusetts
$2.29K – – –
AAP
410
Arax Advisory Partners
Colorado
$2.19K – – –
CA
411
Continuum Advisory
Idaho
$2.12K +$2.12K +50 New
Loomis, Sayles & Company
412
Loomis, Sayles & Company
Massachusetts
$2K – – –
VNA
413
Valley National Advisers
Pennsylvania
$2K +$400 +10 +25%
IPW
414
Impact Partnership Wealth
Georgia
$1.22K -$5.56K -123 -82%
EWA
415
EverSource Wealth Advisors
Alabama
$1.17K – – –
FMP
416
Financial Management Professionals
Texas
$1K – – –
GI
417
Gradient Investments
Minnesota
$904 – – –
LI
418
LRI Investments
Florida
$904 +$904 +20 New
FRA
419
Frank Rimerman Advisors
California
$859 – – –
PIM
420
Plato Investment Management
Australia
$724 – – –
BGAI
421
Bruce G. Allen Investments
Colorado
$724 – – –
AFWM
422
Abich Financial Wealth Management
Virginia
$724 – – –
AF
423
Advisornet Financial
Minnesota
$497 -$452 -10 -48%
VCM
424
Versant Capital Management
Arizona
$317 – – –
BCMLT
425
Beacon Capital Management LLC (Tennessee)
Tennessee
$271 – – –
15 16
17
18 19