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CubeSmart

459 hedge funds and large institutions have $9.42B invested in CubeSmart in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 170 increasing their positions, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

28% more call options, than puts

Call options by funds: $3.14M | Put options by funds: $2.45M

2% more funds holding

Funds holding: 448459 (+11)

8% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 158

0.16% more ownership

Funds ownership: 97.09%97.25% (+0.16%)

20% less capital invested

Capital invested by funds: $11.8B → $9.42B (-$2.34B)

Holders
459
Holders Change
+11
Holders Change %
+2.46%
% of All Funds
6.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
66
Increased
170
Reduced
158
Closed
44
Calls
$3.14M
Puts
$2.45M
Net Calls
+$693K
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
401
Private Trust Company
Ohio
$15.5K +$17.4K +362 New
CA
402
Centerpoint Advisors
Massachusetts
$15K
GWM
403
Geneos Wealth Management
Colorado
$14.5K +$671 +14 +4%
FFA
404
Farther Finance Advisors
California
$14.1K
MCM
405
MAI Capital Management
Ohio
$14K +$15.6K +326 New
RTC
406
Riverview Trust Company
Washington
$13.7K
SWM
407
Spire Wealth Management
Virginia
$13.3K
NSIM
408
North Star Investment Management
Illinois
$12.9K
SC
409
SouthState Corp
Florida
$12.9K
SAM
410
Smartleaf Asset Management
Massachusetts
$11.4K +$1.44K +30 +13%
WTC
411
WhitTier Trust Company
Nevada
$10.9K -$4.12K -86 -25%
LFG
412
Larson Financial Group
Missouri
$10.2K +$9.25K +193 +429%
CTC
413
Central Trust Company
Missouri
$9.43K
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$8.96K +$3.07K +64 +44%
RF
415
Roxbury Financial
New Jersey
$8.86K +$8.53K +178 New
GC
416
Gould Capital
Washington
$8.57K
HWA
417
Heritage Wealth Advisors
Virginia
$8.57K
PFBT
418
Parkside Financial Bank & Trust
Missouri
$7.93K +$479 +10 +6%
WSFS
419
Wilmington Savings Fund Society
Delaware
$7.76K -$1.44K -30 -14%
QC
420
Quent Capital
New York
$7.54K +$8.44K +176 New
BIA
421
Bell Investment Advisors
California
$6.68K
RTL
422
Red Tortoise LLC
Georgia
$6.56K
MAM
423
Meeder Asset Management
Ohio
$6.47K +$96 +2 +1%
IA
424
IFP Advisors
Florida
$5.65K +$2.54K +53 +67%
CFD
425
Creative Financial Designs
Indiana
$5.23K -$431 -9 -7%