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CubeSmart

459 hedge funds and large institutions have $9.42B invested in CubeSmart in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 170 increasing their positions, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

28% more call options, than puts

Call options by funds: $3.14M | Put options by funds: $2.45M

2% more funds holding

Funds holding: 448459 (+11)

8% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 158

0.16% more ownership

Funds ownership: 97.09%97.25% (+0.16%)

20% less capital invested

Capital invested by funds: $11.8B → $9.42B (-$2.34B)

Holders
459
Holders Change
+11
Holders Change %
+2.46%
% of All Funds
6.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
66
Increased
170
Reduced
158
Closed
44
Calls
$3.14M
Puts
$2.45M
Net Calls
+$693K
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
426
Simplex Trading
Illinois
$5K -$70K -1,461 -92%
ATC
427
Adirondack Trust Company
New York
$4.97K
EWA
428
EverSource Wealth Advisors
Alabama
$4.93K +$2.97K +62 +117%
HI
429
Harbour Investments
Wisconsin
$4.54K
HNW
430
High Note Wealth
Minnesota
$4.41K +$4.94K +103 New
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$4.07K
OA
432
Operose Advisors
Wisconsin
$3.77K -$76.8K -1,602 -95%
PA
433
PSI Advisors
Florida
$3.64K
AIC
434
Archer Investment Corporation
Indiana
$3.43K
CAL
435
Capital Advisors Ltd
Ohio
$3K -$8.63K -180 -71%
SIS
436
Sound Income Strategies
Florida
$2.19K
PWA
437
Physician Wealth Advisors
Utah
$2.14K +$2.4K +50 New
FGC
438
Financial Gravity Companies
Texas
$1.8K
CSWM
439
Cassady Schiller Wealth Management
Ohio
$1.63K +$1.82K +38 New
CAS
440
Coppell Advisory Solutions
Texas
$1.61K
NRG
441
Nemes Rush Group
Michigan
$1.54K +$1.73K +36 New
S
442
Sachetta
Massachusetts
$1.5K
CA
443
Crewe Advisors
Utah
$1.11K +$48 +1 +4%
CA
444
Continuum Advisory
Idaho
$1.11K
FHA
445
First Horizon Advisors
Tennessee
$986 -$959 -20 -47%
FMP
446
Financial Management Professionals
Texas
$943
LI
447
LRI Investments
Florida
$857
PIM
448
Plato Investment Management
Australia
$688
BGAI
449
Bruce G. Allen Investments
Colorado
$686
DF
450
Dunhill Financial
United Kingdom
$618