We are live on ! Find out more
CUBE icon

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
NC
451
NewSquare Capital
Pennsylvania
$429 +$479 +10 New
T
452
Transce3nd
Texas
$226 +$240 +5 New
WCM
453
WealthTrak Capital Management
Virginia
$215 +$240 +5 New
NMG
454
New Millennium Group
Utah
$214 +$240 +5 New
PWA
455
Principia Wealth Advisory
Texas
$214 +$240 +5 New
AF
456
Advisornet Financial
Minnesota
$129 -$1.82K -38 -93%
MCM
457
MV Capital Management
Maryland
$43
AWM
458
Activest Wealth Management
Florida
$43 +$48 +1 New
BBHC
459
Brown Brothers Harriman & Co
New York
$43 +$48 +1 New
AAMU
460
APG Asset Management US
New York
-$11.3M -213,755 Closed
Marshall Wace
461
Marshall Wace
United Kingdom
-$6.26M -116,337 Closed
IAIM
462
International Assets Investment Management
Florida
-$1.35K -72,536 Closed
HF
463
HRT Financial
New York
-$3.43M -63,710 Closed
LMGAM
464
Liberty Mutual Group Asset Management
Massachusetts
-$3.21M -59,656 Closed
UOC
465
UBS O'Connor
Illinois
-$1.97M -36,504 Closed
OTPPB
466
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$1.86M -34,556 Closed
AAM
467
Azzad Asset Management
Virginia
-$993K -18,447 Closed
MM
468
MQS Management
New York
-$916K -17,016 Closed
DF
469
Donoghue Forlines
Massachusetts
-$690K -12,817 Closed
CIM
470
Chiron Investment Management
New York
-$618K -11,472 Closed
Baird Financial Group
471
Baird Financial Group
Wisconsin
-$479K -8,898 Closed
HGERS
472
Householder Group Estate & Retirement Specialist
Arizona
-$419K -7,797 Closed
IA
473
Inspire Advisors
Idaho
-$375K -6,975 Closed
VU
474
Vanderbilt University
Tennessee
-$359K -6,670 Closed
TCG
475
Transcendent Capital Group
Oklahoma
-$337K -6,258 Closed