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CubeSmart
CUBE

Overview Fund Activity

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 38 closing their positions.

Holders
437
Holders Change
+24
Holders Change %
+5.81%
% of All Funds
6.41%
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
38
Calls
$6.15M
Puts
$4.72M
Net Calls
+$1.43M
Net Calls Change
+$17M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$445M
2
Morgan Stanley
2
Morgan Stanley
New York
$249M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$88.5M
4
RC
4
Resolution Capital
Australia
$184M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$52.3M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$38.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$13M
3
LPC
3
Long Pond Capital
New York
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$652M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
426
Valley National Advisers
Pennsylvania
$1K +$1K +40 New
MA
427
MCF Advisors
Kentucky
$985 – – –
AF
428
Advisornet Financial
Minnesota
$973 +$973 +21 New
GI
429
Gradient Investments
Minnesota
$927 – – –
FRA
430
Frank Rimerman Advisors
California
$881 +$881 +19 New
BGAI
431
Bruce G. Allen Investments
Colorado
$742 +$742 +16 New
AFWM
432
Abich Financial Wealth Management
Virginia
$742 +$742 +16 New
PIM
433
Plato Investment Management
Australia
$741 +$741 +16 New
SAM
434
Smartleaf Asset Management
Massachusetts
$474 +$474 +10 New
GWS
435
Glassman Wealth Services
Virginia
$464 -$1.02K -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
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