CUBE icon

CubeSmart
CUBE

Overview Fund Activity

458 hedge funds and large institutions have $9.41B invested in CubeSmart in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 168 increasing their positions, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+12
Holders Change %
+2.69%
% of All Funds
6.1%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
67
Increased
168
Reduced
158
Closed
44
Calls
$3.14M
Puts
$2.45M
Net Calls
+$693K
Net Calls Change
-$3.15M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$126M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$110M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$288M
4
UBS Group
4
UBS Group
Switzerland
$66.9M
5
Northern Trust
5
Northern Trust
Illinois
$161M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$576M
2
Deutsche Bank
2
Deutsche Bank
Germany
$117M
3
RC
3
Resolution Capital
Australia
$129M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$4.38M
5
Invesco
5
Invesco
Georgia
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
426
Adirondack Trust Company
New York
$4.97K – – –
EWA
427
EverSource Wealth Advisors
Alabama
$4.93K +$2.66K +62 +117%
HI
428
Harbour Investments
Wisconsin
$4.54K – – –
HNW
429
High Note Wealth
Minnesota
$4.41K +$4.41K +103 New
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$4.07K – – –
OA
431
Operose Advisors
Wisconsin
$3.77K -$68.6K -1,602 -95%
PA
432
PSI Advisors
Florida
$3.64K – – –
AIC
433
Archer Investment Corporation
Indiana
$3.43K – – –
CAL
434
Capital Advisors Ltd
Ohio
$3K -$7.4K -180 -71%
SIS
435
Sound Income Strategies
Florida
$2.19K – – –
PWA
436
Physician Wealth Advisors
Utah
$2.14K +$2.14K +50 New
FGC
437
Financial Gravity Companies
Texas
$1.8K – – –
CSWM
438
Cassady Schiller Wealth Management
Ohio
$1.63K +$1.63K +38 New
CAS
439
Coppell Advisory Solutions
Texas
$1.61K – – –
NRG
440
Nemes Rush Group
Michigan
$1.54K +$1.54K +36 New
S
441
Sachetta
Massachusetts
$1.5K – – –
CA
442
Crewe Advisors
Utah
$1.12K +$43 +1 +4%
CA
443
Continuum Advisory
Idaho
$1.11K – – –
FHA
444
First Horizon Advisors
Tennessee
$986 -$857 -20 -47%
FMP
445
Financial Management Professionals
Texas
$943 – – –
LI
446
LRI Investments
Florida
$857 – – –
PIM
447
Plato Investment Management
Australia
$688 – – –
BGAI
448
Bruce G. Allen Investments
Colorado
$686 – – –
DF
449
Dunhill Financial
United Kingdom
$618 – – –
NC
450
NewSquare Capital
Pennsylvania
$429 +$429 +10 New
16 17
18
19 20