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CubeSmart
CUBE

Overview Fund Activity

422 hedge funds and large institutions have $9.85B invested in CubeSmart in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 163 increasing their positions, 157 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-4
Holders Change %
-0.94%
% of All Funds
6.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
45
Increased
163
Reduced
157
Closed
45
Calls
$4.74M
Puts
$3.67M
Net Calls
+$1.08M
Net Calls Change
+$2.05M

Top Buyers

1
RC
Resolution Capital
Australia
$205M
2
Deutsche Bank
Deutsche Bank
Germany
$245M
3
CIM
Centersquare Investment Management
Pennsylvania
$51.9M
4
BlackRock
BlackRock
New York
$1.23B
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$46.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$242M
3
UBS AM
UBS AM
Illinois
$17.8M
4
Capital Research Global Investors
Capital Research Global Investors
California
$99.8M
5
Truist Financial
Truist Financial
North Carolina
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
401
First Horizon Advisors
Tennessee
$3.75K +$903 +20 +32%
AIC
402
Archer Investment Corporation
Indiana
$3.61K – – –
VNA
403
Valley National Advisers
Pennsylvania
$3K +$1.13K +30 +60%
SAM
404
Smartleaf Asset Management
Massachusetts
$2.73K -$7.44K -166 -73%
SIS
405
Sound Income Strategies
Florida
$2.3K – – –
Loomis, Sayles & Company
406
Loomis, Sayles & Company
Massachusetts
$2K – – –
EWA
407
EverSource Wealth Advisors
Alabama
$1.95K +$571 +12 +41%
RWMG
408
Redwood Wealth Management Group
New Jersey
$1.85K +$1.85K +41 New
Jones Financial Companies
409
Jones Financial Companies
Missouri
$1.81K +$1.81K +40 New
CAS
410
Coppell Advisory Solutions
Texas
$1.72K +$1.72K +38 New
S
411
Sachetta
Massachusetts
$1.71K -$682 -14 -29%
AF
412
Advisornet Financial
Minnesota
$1.63K +$1.13K +25 +227%
CA
413
Continuum Advisory
Idaho
$1.27K -$994 -22 -44%
CA
414
Crewe Advisors
Utah
$1.13K +$1.13K +25 New
FMP
415
Financial Management Professionals
Texas
$1K – – –
LI
416
LRI Investments
Florida
$903 – – –
BGAI
417
Bruce G. Allen Investments
Colorado
$723 – – –
PIM
418
Plato Investment Management
Australia
$723 – – –
VCM
419
Versant Capital Management
Arizona
$316 – – –
CPG
420
Cornerstone Planning Group
New Jersey
$285 +$285 +6 New
BCMLT
421
Beacon Capital Management LLC (Tennessee)
Tennessee
$274 – – –
MCM
422
MV Capital Management
Maryland
$46 – – –
Massachusetts Financial Services
423
Massachusetts Financial Services
Massachusetts
– -$142M -3,138,169 Closed
AIG
424
American International Group
New York
– -$13.5M -297,640 Closed
GC
425
Gillson Capital
Illinois
– -$12.1M -267,801 Closed
15 16
17
18 19