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CubeSmart
CUBE

Overview Fund Activity

446 hedge funds and large institutions have $11.3B invested in CubeSmart in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+24
Holders Change %
+5.69%
% of All Funds
6.45%
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
173
Reduced
149
Closed
36
Calls
$5.44M
Puts
$1.6M
Net Calls
+$3.84M
Net Calls Change
+$2.76M

Top Buyers

1
BlackRock
BlackRock
New York
$1.53B
2
UBS AM
UBS AM
Illinois
$90.2M
3
Capital World Investors
Capital World Investors
California
$55.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$367M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$274M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$48.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$888M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$212M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$61M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
401
Central Trust Company
Missouri
$11.8K – – –
WSFS
402
Wilmington Savings Fund Society
Delaware
$11.4K +$11.4K +211 New
AA
403
Ancora Advisors
Ohio
$10.8K – – –
HWA
404
Heritage Wealth Advisors
Virginia
$10.8K – – –
GC
405
Gould Capital
Washington
$10.8K – – –
AAP
406
Arax Advisory Partners
Colorado
$9.69K +$2.31K +43 +31%
PFBT
407
Parkside Financial Bank & Trust
Missouri
$9.42K +$323 +6 +4%
JIP
408
Jaffetilchin Investment Partners
Florida
$8.99K +$8.99K +167 New
GSEP
409
Golden State Equity Partners
California
$8.67K +$8.67K +161 New
VWM
410
Venturi Wealth Management
Texas
$8.61K +$2.8K +52 +48%
BIA
411
Bell Investment Advisors
California
$8.4K – – –
RTL
412
Red Tortoise LLC
Georgia
$8.24K – – –
MAM
413
Meeder Asset Management
Ohio
$8.02K +$484 +9 +6%
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$7.81K – – –
CFD
415
Creative Financial Designs
Indiana
$7.04K +$107 +2 +2%
CAM
416
ClariVest Asset Management
California
$6.28K – – –
ATC
417
Adirondack Trust Company
New York
$6.24K – – –
NS
418
NBC Securities
Alabama
$6K -$3.53K -70 -37%
HI
419
Harbour Investments
Wisconsin
$5.71K – – –
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$5.11K -$269 -5 -5%
PA
421
PSI Advisors
Florida
$4.58K -$60.6K -1,125 -93%
AIC
422
Archer Investment Corporation
Indiana
$4.31K – – –
IA
423
IFP Advisors
Florida
$4.26K -$70.4K -1,305 -94%
CPA
424
Capital Performance Advisors
California
$2.96K +$2.96K +55 New
EWA
425
EverSource Wealth Advisors
Alabama
$2.85K +$646 +12 +29%
15 16
17
18 19