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CubeSmart
CUBE

Overview Fund Activity

446 hedge funds and large institutions have $11.3B invested in CubeSmart in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+24
Holders Change %
+5.69%
% of All Funds
6.45%
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
173
Reduced
149
Closed
36
Calls
$5.44M
Puts
$1.6M
Net Calls
+$3.84M
Net Calls Change
+$2.76M

Top Buyers

1
BlackRock
BlackRock
New York
$1.53B
2
UBS AM
UBS AM
Illinois
$90.2M
3
Capital World Investors
Capital World Investors
California
$55.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$367M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$274M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$48.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$888M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$212M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$61M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
426
Sound Income Strategies
Florida
$2.75K – – –
LFG
427
Larson Financial Group
Missouri
$2.42K +$2.42K +45 New
FHA
428
First Horizon Advisors
Tennessee
$2.32K -$2.15K -40 -48%
FGC
429
Financial Gravity Companies
Texas
$2.26K +$2.26K +42 New
AF
430
Advisornet Financial
Minnesota
$2.21K +$269 +5 +14%
CAS
431
Coppell Advisory Solutions
Texas
$2.02K – – –
S
432
Sachetta
Massachusetts
$1.89K – – –
IAIM
433
International Assets Investment Management
Florida
$1.35K +$1.35K +72,536 New
CA
434
Crewe Advisors
Utah
$1.35K – – –
CA
435
Continuum Advisory
Idaho
$1.25K -$96 -2 -7%
FMP
436
Financial Management Professionals
Texas
$1K – – –
LI
437
LRI Investments
Florida
$959 – – –
BGAI
438
Bruce G. Allen Investments
Colorado
$861 – – –
PIM
439
Plato Investment Management
Australia
$860 – – –
DF
440
Dunhill Financial
United Kingdom
$776 +$776 +14 New
VCM
441
Versant Capital Management
Arizona
$377 – – –
CPG
442
Cornerstone Planning Group
New Jersey
$286 – – –
RIL
443
Rothschild Investment LLC
Illinois
$269 +$269 +5 New
MFG
444
Mendota Financial Group
Wisconsin
$162 +$162 +3 New
FPFS
445
First Personal Financial Services
North Carolina
$162 +$162 +3 New
MCM
446
MV Capital Management
Maryland
$54 – – –
Norges Bank
447
Norges Bank
Norway
– -$440M -9,734,859 Closed
Adage Capital Partners
448
Adage Capital Partners
Massachusetts
– -$13.6M -300,000 Closed
ECM
449
ExodusPoint Capital Management
New York
– -$9.06M -200,542 Closed
Hudson Bay Capital Management
450
Hudson Bay Capital Management
Connecticut
– -$7.7M -170,395 Closed
16 17
18
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