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CubeSmart
CUBE

Overview Fund Activity

458 hedge funds and large institutions have $9.41B invested in CubeSmart in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 168 increasing their positions, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+12
Holders Change %
+2.69%
% of All Funds
6.1%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
67
Increased
168
Reduced
158
Closed
44
Calls
$3.14M
Puts
$2.45M
Net Calls
+$693K
Net Calls Change
-$3.15M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$126M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$110M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$288M
4
UBS Group
4
UBS Group
Switzerland
$66.9M
5
Northern Trust
5
Northern Trust
Illinois
$161M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$576M
2
Deutsche Bank
2
Deutsche Bank
Germany
$117M
3
RC
3
Resolution Capital
Australia
$129M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$4.38M
5
Invesco
5
Invesco
Georgia
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
401
Centerpoint Advisors
Massachusetts
$15K – – –
GWM
402
Geneos Wealth Management
Colorado
$14.5K +$600 +14 +4%
FFA
403
Farther Finance Advisors
California
$14.1K – – –
MCM
404
MAI Capital Management
Ohio
$14K +$14K +326 New
RTC
405
Riverview Trust Company
Washington
$13.7K – – –
SWM
406
Spire Wealth Management
Virginia
$13.3K – – –
SC
407
SouthState Corp
Florida
$12.9K – – –
NSIM
408
North Star Investment Management
Illinois
$12.9K – – –
SAM
409
Smartleaf Asset Management
Massachusetts
$11.4K +$1.27K +30 +13%
WTC
410
WhitTier Trust Company
Nevada
$10.9K -$3.68K -86 -25%
LFG
411
Larson Financial Group
Missouri
$10.2K +$8.27K +193 +429%
CTC
412
Central Trust Company
Missouri
$9.43K – – –
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$8.96K +$2.74K +64 +44%
RF
414
Roxbury Financial
New Jersey
$8.86K +$8.86K +178 New
HWA
415
Heritage Wealth Advisors
Virginia
$8.57K – – –
GC
416
Gould Capital
Washington
$8.57K – – –
PFBT
417
Parkside Financial Bank & Trust
Missouri
$7.93K +$429 +10 +6%
WSFS
418
Wilmington Savings Fund Society
Delaware
$7.76K -$1.29K -30 -14%
QC
419
Quent Capital
New York
$7.54K +$7.54K +176 New
BIA
420
Bell Investment Advisors
California
$6.69K – – –
RTL
421
Red Tortoise LLC
Georgia
$6.56K – – –
MAM
422
Meeder Asset Management
Ohio
$6.47K +$86 +2 +1%
IA
423
IFP Advisors
Florida
$5.65K +$2.27K +53 +67%
CFD
424
Creative Financial Designs
Indiana
$5.23K -$386 -9 -7%
Simplex Trading
425
Simplex Trading
Illinois
$5K -$59.4K -1,461 -92%
15 16
17
18 19