We are live on ! Find out more
CUBE icon

CubeSmart

448 hedge funds and large institutions have $11.8B invested in CubeSmart in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 174 increasing their positions, 150 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $5.44M | Put options by funds: $1.6M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

19% more capital invested

Capital invested by funds: $9.84B → $11.8B (+$1.92B)

16% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 150

6% more funds holding

Funds holding: 422448 (+26)

0.19% more ownership

Funds ownership: 96.89%97.09% (+0.19%)

Holders
448
Holders Change
+26
Holders Change %
+6.16%
% of All Funds
6.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
63
Increased
174
Reduced
150
Closed
34
Calls
$5.44M
Puts
$1.6M
Net Calls
+$3.84M
Net Calls Change
+$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
426
Capital Performance Advisors
California
$2.96K +$2.73K +55 New
EWA
427
EverSource Wealth Advisors
Alabama
$2.85K +$596 +12 +29%
SIS
428
Sound Income Strategies
Florida
$2.75K
LFG
429
Larson Financial Group
Missouri
$2.42K +$2.23K +45 New
FHA
430
First Horizon Advisors
Tennessee
$2.31K -$1.99K -40 -48%
FGC
431
Financial Gravity Companies
Texas
$2.26K +$2.08K +42 New
AF
432
Advisornet Financial
Minnesota
$2.21K +$248 +5 +14%
CAS
433
Coppell Advisory Solutions
Texas
$2.02K
S
434
Sachetta
Massachusetts
$1.89K
IAIM
435
International Assets Investment Management
Florida
$1.35K +$3.6M +72,536 New
CA
436
Crewe Advisors
Utah
$1.35K
CA
437
Continuum Advisory
Idaho
$1.25K -$99 -2 -7%
FMP
438
Financial Management Professionals
Texas
$1K
LI
439
LRI Investments
Florida
$959
BGAI
440
Bruce G. Allen Investments
Colorado
$861
PIM
441
Plato Investment Management
Australia
$860
DF
442
Dunhill Financial
United Kingdom
$776 +$695 +14 New
VCM
443
Versant Capital Management
Arizona
$377
CPG
444
Cornerstone Planning Group
New Jersey
$286
RIL
445
Rothschild Investment LLC
Illinois
$269 +$248 +5 New
FPFS
446
First Personal Financial Services
North Carolina
$162 +$149 +3 New
MFG
447
Mendota Financial Group
Wisconsin
$162 +$149 +3 New
MCM
448
MV Capital Management
Maryland
$54
Adage Capital Partners
449
Adage Capital Partners
Massachusetts
-$13.6M -300,000 Closed
ECM
450
ExodusPoint Capital Management
New York
-$9.06M -200,542 Closed