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CubeSmart

448 hedge funds and large institutions have $11.8B invested in CubeSmart in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 174 increasing their positions, 150 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $5.44M | Put options by funds: $1.6M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

19% more capital invested

Capital invested by funds: $9.84B → $11.8B (+$1.92B)

16% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 150

6% more funds holding

Funds holding: 422448 (+26)

0.19% more ownership

Funds ownership: 96.89%97.09% (+0.19%)

Holders
448
Holders Change
+26
Holders Change %
+6.16%
% of All Funds
6.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
63
Increased
174
Reduced
150
Closed
34
Calls
$5.44M
Puts
$1.6M
Net Calls
+$3.84M
Net Calls Change
+$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
401
Capital Advisors Ltd
Ohio
$14K
SAM
402
Smartleaf Asset Management
Massachusetts
$12.7K +$8.84K +178 +292%
CTC
403
Central Trust Company
Missouri
$11.8K
WSFS
404
Wilmington Savings Fund Society
Delaware
$11.4K +$10.5K +211 New
AA
405
Ancora Advisors
Ohio
$10.8K
GC
406
Gould Capital
Washington
$10.8K
HWA
407
Heritage Wealth Advisors
Virginia
$10.8K
AAP
408
Arax Advisory Partners
Colorado
$9.69K +$2.13K +43 +31%
PFBT
409
Parkside Financial Bank & Trust
Missouri
$9.42K +$298 +6 +4%
JIP
410
Jaffetilchin Investment Partners
Florida
$8.99K +$8.29K +167 New
GSEP
411
Golden State Equity Partners
California
$8.67K +$7.99K +161 New
VWM
412
Venturi Wealth Management
Texas
$8.61K +$2.58K +52 +48%
BIA
413
Bell Investment Advisors
California
$8.4K
RTL
414
Red Tortoise LLC
Georgia
$8.24K
MAM
415
Meeder Asset Management
Ohio
$8.02K +$447 +9 +6%
MPWT
416
MassMutual Private Wealth & Trust
Connecticut
$7.8K
CFD
417
Creative Financial Designs
Indiana
$7.04K +$99 +2 +2%
CAM
418
ClariVest Asset Management
California
$6.28K
ATC
419
Adirondack Trust Company
New York
$6.24K
NS
420
NBC Securities
Alabama
$6K -$3.48K -70 -37%
HI
421
Harbour Investments
Wisconsin
$5.71K
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$5.11K -$248 -5 -5%
PA
423
PSI Advisors
Florida
$4.58K -$55.8K -1,125 -93%
AIC
424
Archer Investment Corporation
Indiana
$4.31K
IA
425
IFP Advisors
Florida
$4.26K -$64.8K -1,305 -94%