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CubeSmart
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437 hedge funds and large institutions have $10.2B invested in CubeSmart in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 152 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 39

30% more call options, than puts

Call options by funds: $6.15M | Put options by funds: $4.72M

21% more capital invested

Capital invested by funds: $8.47B → $10.2B (+$1.76B)

6% more funds holding

Funds holding: 414 → 437 (+23)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.63% less ownership

Funds ownership: 98.69% → 98.06% (-0.63%)

13% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 174

Holders
437
Holders Change
+23
Holders Change %
+5.56%
% of All Funds
6.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
65
Increased
152
Reduced
174
Closed
39
Calls
$6.15M
Puts
$4.72M
Net Calls
+$1.43M
Net Calls Change
+$17M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$87.7M
2
Morgan Stanley
Morgan Stanley
New York
+$82.9M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$75M
4
RC
Resolution Capital
Australia
+$53M
5
CIM
Centersquare Investment Management
Pennsylvania
+$39.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$140M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$74.9M
3
LPC
Long Pond Capital
New York
-$60.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.3M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$44M
Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
426
Valley National Advisers
Pennsylvania
$1K +$1.57K +40 New
MA
427
MCF Advisors
Kentucky
$985 – – –
AF
428
Advisornet Financial
Minnesota
$973 +$825 +21 New
GI
429
Gradient Investments
Minnesota
$927 – – –
FRA
430
Frank Rimerman Advisors
California
$881 +$747 +19 New
AFWM
431
Abich Financial Wealth Management
Virginia
$742 +$629 +16 New
BGAI
432
Bruce G. Allen Investments
Colorado
$742 +$629 +16 New
PIM
433
Plato Investment Management
Australia
$741 +$629 +16 New
SAM
434
Smartleaf Asset Management
Massachusetts
$474 +$393 +10 New
GWS
435
Glassman Wealth Services
Virginia
$464 -$864 -22 -69%
VCM
436
Versant Capital Management
Arizona
$324 – – –
BCMLT
437
Beacon Capital Management LLC (Tennessee)
Tennessee
$229 – – –
JFGIW
438
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113 – – –
LPC
439
Long Pond Capital
New York
– -$60.7M -1,592,931 Closed
UIC
440
Uniplan Investment Counsel
Wisconsin
– -$10.2M -263,564 Closed
Qube Research & Technologies (QRT)
441
Qube Research & Technologies (QRT)
United Kingdom
– -$7.18M -188,286 Closed
SBH
442
Segall Bryant & Hamill
Illinois
– -$6.61M -173,464 Closed
ERSOT
443
Employees Retirement System of Texas
Texas
– -$4.27M -112,000 Closed
Aviva
444
Aviva
United Kingdom
– -$4.14M -108,648 Closed
BAMCO Inc
445
BAMCO Inc
New York
– -$3.47M -91,008 Closed
OCBCO
446
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$2.87M -75,149 Closed
MYAM
447
Meiji Yasuda Asset Management
Japan
– -$2.39M -62,667 Closed
YIH
448
Y-Intercept (HK)
Hong Kong
– -$1.95M -51,135 Closed
ECM
449
ExodusPoint Capital Management
New York
– -$1.83M -47,959 Closed
GF
450
Gries Financial
Ohio
– -$1.63M -42,628 Closed
16 17
18
19 20

CUBE Hedge Fund Activity: Q4 2023 in Review

437 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q4 2023, worth a combined $10.2B — up 21% from $8.47B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new CUBE positions and 39 closed out — a net gain of 26 holders — while 152 added to existing stakes and 174 trimmed.

The largest buyer was Norges Bank, adding an estimated $87.7M. The largest seller was Principal Financial Group, cutting an estimated $140M.

  • 437 institutional investors held CubeSmart (CUBE) as of Q4 2023, up from 414 in Q3 2023.
  • Funds reported $10.2B of CubeSmart stock for Q4 2023, up 21% quarter-over-quarter.
  • 65 funds opened new CubeSmart positions in Q4 2023 and 39 closed out, a net change of +26 holders.
  • The largest CubeSmart buyer in Q4 2023 was Norges Bank, an estimated $87.7M added.
  • The largest CubeSmart seller in Q4 2023 was Principal Financial Group, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2023.