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CubeSmart
CUBE

Overview Fund Activity

413 hedge funds and large institutions have $8.47B invested in CubeSmart in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 155 increasing their positions, 160 reducing their positions, and 37 closing their positions.

Holders
413
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
6.59%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
43
Increased
155
Reduced
160
Closed
37
Calls
$3.13M
Puts
$18.7M
Net Calls
-$15.6M
Net Calls Change
+$3.59M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$117M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$83.3M
3
LPC
3
Long Pond Capital
New York
$60.7M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$149M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$34M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$168M
2
RC
2
Resolution Capital
Australia
$99.7M
3
Ameriprise
3
Ameriprise
Minnesota
$13.9M
4
ACM
4
AEW Capital Management
Massachusetts
$6.69M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$579M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
426
Stevens Capital Management
Pennsylvania
– – -23,452 Closed
I
427
InceptionR
California
– – -19,232 Closed
DCM
428
Dupont Capital Management
Delaware
– – -15,118 Closed
AFS
429
Annapolis Financial Services
Maryland
– – -14,375 Closed
NRD
430
Nebula Research & Development
New York
– – -13,650 Closed
VIA
431
Vident Investment Advisory
Georgia
– – -10,021 Closed
SSA
432
Schonfeld Strategic Advisors
New York
– – -9,201 Closed
XT
433
XTX Topco
Cayman Islands
– – -8,942 Closed
KI
434
Kapitalo Investimentos
Brazil
– – -8,425 Closed
BRWA
435
B. Riley Wealth Advisors
Florida
– – -7,739 Closed
Man Group
436
Man Group
United Kingdom
– – -6,800 Closed
CB
437
Commerce Bank
Missouri
– – -6,225 Closed
RA
438
RFG Advisory
Alabama
– – -5,672 Closed
BOSSRA
439
B.O.S.S. Retirement Advisors
Utah
– – -5,062 Closed
KFS
440
Kaizen Financial Strategies
California
– – -4,952 Closed
CAPTRUST Financial Advisors
441
CAPTRUST Financial Advisors
North Carolina
– – -4,889 Closed
CFCI
442
Comprehensive Financial Consultants Institutional
Indiana
– – -4,313 Closed
HCMG
443
Howard Capital Management Group
California
– – -3,946 Closed
NP
444
Ninepoint Partners
Ontario, Canada
– – -3,500 Closed
HCA
445
Harbor Capital Advisors
Illinois
– – -1,894 Closed
VSQM
446
V-Square Quantitative Management
Illinois
– – -399 Closed
HIIFS
447
Harel Insurance Investments & Financial Services
Israel
– – -200 Closed
SSG
448
Summit Securities Group
New York
– – -6 Closed
CFO
449
CVA Family Office
Colorado
– – -5 Closed
HI
450
Horizon Investments
North Carolina
– – -5 Closed
15 16 17
18
19