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CubeSmart
CUBE

Overview Fund Activity

426 hedge funds and large institutions have $9.82B invested in CubeSmart in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 164 increasing their positions, 140 reducing their positions, and 58 closing their positions.

Holders
426
Holders Change
-11
Holders Change %
-2.52%
% of All Funds
6.18%
Holding in Top 10
–
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
–
New
49
Increased
164
Reduced
140
Closed
58
Calls
$9.86M
Puts
$10.8M
Net Calls
-$969K
Net Calls Change
-$2.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$776M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$82.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$83.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$257M
5
TCM
5
TimesSquare Capital Management
New York
$48.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$121M
2
Invesco
2
Invesco
Georgia
$162M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$230M
5
State Street
5
State Street
Massachusetts
$519M
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
451
Toronto Dominion Bank
Ontario, Canada
– -$993K -21,434 Closed
OTPPB
452
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$948K -20,448 Closed
JF
453
Jump Financial
Illinois
– -$895K -19,300 Closed
EGM
454
Engineers Gate Manager
New York
– -$813K -17,533 Closed
VI
455
Versor Investments
New York
– -$796K -17,184 Closed
MFS
456
Mirabella Financial Services
United Kingdom
– -$679K -14,643 Closed
BA
457
Bridgewater Associates
Connecticut
– -$652K -14,061 Closed
ACM
458
Adelante Capital Management
California
– -$593K -12,789 Closed
DTL
459
Dynamic Technology Lab
Singapore
– -$561K -12,113 Closed
IA
460
IFG Advisory
Georgia
– -$402K -8,662 Closed
HCA
461
Harbour Capital Advisors
Virginia
– -$376K -8,125 Closed
EWA
462
Exencial Wealth Advisors
Oklahoma
– -$324K -6,983 Closed
QT
463
Quantbot Technologies
New York
– -$294K -6,335 Closed
FRM
464
Fox Run Management
Connecticut
– -$285K -6,156 Closed
FCBT
465
First Citizens Bank & Trust
North Carolina
– -$279K -6,020 Closed
LA
466
Legacy Advisors
Pennsylvania
– -$273K -5,823 Closed
MCC
467
Malaga Cove Capital
California
– -$269K -5,805 Closed
UCFA
468
United Capital Financial Advisors
Texas
– -$244K -5,261 Closed
BOSSRA
469
B.O.S.S. Retirement Advisors
Utah
– -$234K -5,046 Closed
FI
470
FWG Investments
Kentucky
– -$215K -4,630 Closed
FM
471
Foster & Motley
Ohio
– -$210K -4,532 Closed
WMWM
472
Whitaker-Myers Wealth Managers
Ohio
– -$205K -4,418 Closed
Lido Advisors
473
Lido Advisors
California
– -$204K -4,348 Closed
CTC
474
Cetera Trust Company
Minnesota
– -$124K -2,675 Closed
CVA
475
Ceredex Value Advisors
Florida
– -$37.5K -800 Closed
16 17 18
19
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