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CubeSmart

422 hedge funds and large institutions have $9.84B 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 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $4.74M | Put options by funds: $3.67M

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 157

0.36% more ownership

Funds ownership: 96.53%96.89% (+0.36%)

0% more capital invested

Capital invested by funds: $9.82B → $9.84B (+$21.6M)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

1% less funds holding

Funds holding: 427422 (-5)

Holders
422
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
6.09%
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
46
Calls
$4.74M
Puts
$3.67M
Net Calls
+$1.08M
Net Calls Change
+$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
401
First Horizon Advisors
Tennessee
$3.75K +$863 +20 +32%
AIC
402
Archer Investment Corporation
Indiana
$3.61K
VNA
403
Valley National Advisers
Pennsylvania
$3K +$1.29K +30 +60%
SAM
404
Smartleaf Asset Management
Massachusetts
$2.73K -$7.16K -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 +$518 +12 +41%
RWMG
408
Redwood Wealth Management Group
New Jersey
$1.85K +$1.77K +41 New
Jones Financial Companies
409
Jones Financial Companies
Missouri
$1.81K +$1.73K +40 New
CAS
410
Coppell Advisory Solutions
Texas
$1.72K +$1.64K +38 New
S
411
Sachetta
Massachusetts
$1.71K -$604 -14 -29%
AF
412
Advisornet Financial
Minnesota
$1.63K +$1.08K +25 +227%
CA
413
Continuum Advisory
Idaho
$1.26K -$949 -22 -44%
CA
414
Crewe Advisors
Utah
$1.13K +$1.08K +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 +$259 +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

CUBE Hedge Fund Activity: Q2 2024 in Review

422 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q2 2024, worth a combined $9.84B — up 0.22% from $9.82B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of CUBE and 45 opened new positions — a net loss of 1 holder — while 157 trimmed existing stakes and 163 added.

The largest buyer was Resolution Capital, adding an estimated $67M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $142M sold.

  • 422 institutional investors held CubeSmart (CUBE) as of Q2 2024, down from 427 in Q1 2024.
  • Funds reported $9.84B of CubeSmart stock for Q2 2024, up 0.22% quarter-over-quarter.
  • 45 funds opened new CubeSmart positions in Q2 2024 and 46 closed out, a net change of -1 holder.
  • The largest CubeSmart buyer in Q2 2024 was Resolution Capital, an estimated $67M added.
  • The largest CubeSmart seller in Q2 2024 was Massachusetts Financial Services, an estimated $142M sold.

Based on aggregated 13F filings for Q2 2024.